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Disclosery

BSCX INVESCO EXCH TRD SLF IDX FD

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BUL 2033 COR ETF (fund)

127 managers (128 13F filers) reported a position in BSCX shares at 2026-06-30, 37,437,078 shares in all. 19 filers opened a position and 8 filers sold out during the quarter.

Managers
127
13F filers
128
New
19
Added
72
Reduced
21
Sold out
8
Shares held by filers
37,437,078

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Aptus Capital Advisors, LLC7,954,221$167M1.22%+949,94213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,537,744$74.4M0.02%+1,038,95213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,416,033$71.9M0.02%+186,52013F-HRTimelineGroup
Clearstead Advisors, LLC2,750,934$57.9M0.55%+88,83513F-HRTimeline
LPL Financial LLC2,110,150$44.4M0.01%+106,13613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,311,679$27.6M<0.01%-592,99413F-HRTimelineGroup
IMA Advisory Services, Inc.1,203,208$25.3M1.58%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN915,739$19.3M<0.01%+86,44813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.911,142$19.2M<0.01%+49,57413F-HRTimelineGroup
Janney Montgomery Scott LLC666,639$14M0.03%+36,69313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.622,811$13.1M0.02%+92,10613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC567,411$11.9M<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP534,589$11.3M<0.01%+40,92013F-HRTimelineGroup
Clark Asset Management, LLC519,107$10.9M0.86%+96,07913F-HRTimeline
COOKSON PEIRCE & CO INC516,334$10.9M0.36%+20,01913F-HRTimeline
Parkway Wealth Management Group, LLC480,088$10.1M1.17%+4,16613F-HRTimeline
BCS Wealth Management449,212$9.46M1.7%+16,40113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/441,183$9.29M<0.01%+26,73313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA398,162$8.38M<0.01%+14,87413F-HRTimelineGroup
Modern Wealth Management, LLC376,705$7.93M0.09%+39,56713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.303,093$6.38M0.04%-10,35613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.297,388$6.26M0.01%+29,10013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC289,335$6.09M0.07%new13F-HRTimelineGroup
Asset Dedication, LLC286,678$6.04M0.38%+19,24513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…242,570$5.11M<0.01%+5,13413F-HRTimelineGroup
NorthAvenue LLC219,593$4.62M3.31%+11,33313F-HRTimeline
NorthCrest Asset Manangement, LLC216,837$4.55M0.12%+5,11413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…212,785$4.48M0.05%+11,01113F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.212,131$4.45M0.53%+7,09913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding210,045$4.42M+121,335Timeline
Lido Advisors, LLCin group Lido Advisors, LLC201,547$4.24M0.02%+37,24313F-HRTimelineGroup
VIRTUE ASSET MANAGEMENT LLC200,790$4.23M2.97%+47,91913F-HRTimeline
Ledgewood Wealth Advisors, LLC195,591$4.12M2.19%+2,41813F-HRTimeline
MAI Capital Management164,142$3.46M0.01%+58,14713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC159,600$3.36M<0.01%+31,35413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC155,542$3.27M0.06%-49,98113F-HRTimeline
DWM Financial Group, Inc.152,130$3.26M2.91%13F-HRTimeline
Cetera Investment Advisers153,991$3.24M<0.01%+27,36213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC143,484$3.02M0.02%+33,20713F-HRTimelineGroup
Infinity Wealth Counsel, LLC141,517$2.98M2.41%+17,11713F-HRTimeline
Savvy Advisors, Inc.136,118$2.87M0.06%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC136,028$2.86M<0.01%-51,99513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC134,082$2.82M0.01%+36,89313F-HRTimeline
Carroll Advisory Group, LLC126,318$2.66M0.87%+12,71913F-HRTimeline
Avior Wealth Management, LLC124,944$2.63M0.07%+19,16213F-HRTimeline
Addison Advisors LLC124,613$2.62M1.24%-141,26613F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC117,620$2.48M0.18%+9,03113F-HRTimeline
LeClair Wealth Partners LLC116,695$2.46M1.27%new13F-HRTimeline
DAVIS R M INC110,653$2.33M0.04%+55,35913F-HRTimeline
HUB Investment Partners, LLC101,642$2.14M0.04%+8,35813F-HRTimeline
UBS Group AGin group UBS Group AG99,795$2.1M<0.01%+7,09213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…99,425$2.09M<0.01%+96,01413F-HRTimelineGroup
Ellevest, Inc.93,798$1.97M0.23%+2,98813F-HRTimeline
Farnam Financial LLC93,406$1.97M1.43%+42213F-HRTimeline
AA Financial Advisors, LLC93,254$1.96M0.24%+71413F-HRTimeline
River Wealth Advisors LLC82,602$1.74M0.18%-1,36213F-HR/ATimeline
Opulen Financial Group LLC77,239$1.63M1.02%+4,40613F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC73,941$1.56M0.39%+5,61913F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC72,502$1.53M0.2%-2,15013F-HRTimeline
Golden Reserve Retirement LLC70,264$1.48M0.23%+20,12013F-HRTimeline
Independence Bank of Kentucky67,942$1.43M0.16%+10,11413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC66,051$1.39M<0.01%-99713F-HRTimeline
MONECO ADVISORS, LLC63,684$1.34M0.08%+17,63813F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH62,147$1.31M0.29%+74613F-HRTimeline
Ark Wealth Advisors LLC60,295$1.27M1.13%+12,34713F-HRTimeline
Cambridge Investment Research Advisors,…59,909$1.26M<0.01%+8,70613F-HR/ATimeline
Atria Investments, Inc51,551$1.09M0.01%-80,39513F-HRTimeline
Wilkins Miller Wealth Management, LLC46,477$979K0.54%+2,16913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…262,943$960K<0.01%+6,45513F-HRTimeline
CITY HOLDING CO41,277$869K0.1%new13F-HRTimeline
Farther Finance Advisors, LLC41,078$865K0.01%+86313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS35,620$750K<0.01%+1,47213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP34,742$731K<0.01%+2,43713F-HRTimelineGroup
Heritage Trust Co32,803$691K0.06%+15,34313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,952$652K0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,526$601K<0.01%-45,86513F-HRTimelineGroup
DOVER ADVISORS, LLC27,100$582K0.24%013F-HRTimeline
J.W. COLE ADVISORS, INC.26,276$553K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC25,671$541K<0.01%-128,65813F-HRTimeline
Allen Capital Group, LLC23,071$486K0.04%+3,39413F-HRTimeline
GTS SECURITIES LLC23,042$485K0.01%new13F-HRTimeline
Redmond Asset Management, LLC22,319$470K0.12%+4,06913F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC21,103$444K0.02%013F-HRTimeline
Quartz Partners, LLC20,472$431K0.14%013F-HRTimeline
Hobbs Group Advisors, LLC20,206$425K0.11%+23613F-HRTimeline
Waverly Advisors, LLC18,689$393K<0.01%-17213F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd18,439$388K<0.01%new13F-HRTimelineGroup
Aprio Wealth Management, LLC16,495$347K0.02%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,290$343K<0.01%013F-HRTimelineGroup
Sequoia Financial Advisors, LLC16,043$338K<0.01%-7,59213F-HRTimeline
YANKCOM Partnership15,215$320K0.11%+1,42313F-HRTimeline
ETF Store, Inc.15,036$317K0.26%+3,01613F-HRTimeline
Capital Investment Advisors, LLC12,590$265K<0.01%+50113F-HRTimeline
Legacy Wealth Partners, LLC12,530$264K0.06%-3,04813F-HRTimeline
VestGen Advisors, LLC12,391$261K0.01%+1,12513F-HRTimeline
Redwood Financial Network Corp11,815$249K0.14%+1,84913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC11,700$246K<0.01%013F-HRTimelineGroup
Aureum Wealth Management, LLC11,504$242K0.15%-5513F-HRTimeline
Vestmark Advisory Solutions, Inc.10,955$231K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.10,878$229K<0.01%-1,26813F-HRTimeline
Somerset Trust Co10,435$220K0.06%new13F-HRTimeline
Gladstone Institutional Advisory LLC10,347$218K0.01%new13F-HRTimeline
Oliver Luxxe Assets LLC10,300$217K0.03%013F-HRTimeline
Clearstead Trust, LLC9,921$209K0.03%-35313F-HRTimeline
&PARTNERS9,814$207K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.8,375$176K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,790$143K0.01%+2,36913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,712$120K<0.01%013F-HRTimelineGroup
Marquette Asset Management, LLC4,495$94.6K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,900$82K<0.01%013F-HRTimelineGroup
Davis Capital Management3,792$79.8K0.05%+60113F-HRTimeline
Geneos Wealth Management Inc.3,755$79.1K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC3,015$63.5K<0.01%+2,88713F-HRTimelineGroup
Carolina Wealth Advisors, LLC2,806$59.1K0.02%-43313F-HRTimeline
Community Bank, N.A.2,715$57.1K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,444$51.5K<0.01%-2,00013F-HRTimeline
PRIVATE TRUST CO NA1,030$21.7K<0.01%new13F-HRTimeline
Noble Wealth Management PBC1,000$21.1K0.01%-65013F-HRTimeline
Smithfield Trust Co1,011$21K<0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co950$20K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp487$10.3K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…437$9.2K<0.01%-22313F-HRTimelineGroup
Keating Financial Advisory Services, In…387$8.14K<0.01%+513F-HRTimeline
Steward Partners Investment Advisory, L…250$5.26K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC108$2.27K<0.01%013F-HRTimelineGroup
Key Financial Inc100$2.11K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC56$1.18K<0.01%+113F-HRTimeline