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Disclosery

BSCX INVESCO EXCH TRD SLF IDX FD

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BUL 2033 COR ETF (fund)

77 managers (77 13F filers) reported a position in BSCX shares at 2024-12-31, 13,255,421 shares in all. 12 filers opened a position and 6 filers sold out during the quarter.

Managers
77
13F filers
77
New
12
Added
45
Reduced
10
Sold out
6
Shares held by filers
13,255,421

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,156,194$65.1M0.02%13F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,062,107$42.5M0.01%+90,58113F-HRTimelineGroup
LPL Financial LLC1,045,125$21.6M0.01%+101,01713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY864,035$17.8M<0.01%+133,54713F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.480,431$9.91M<0.01%+2,07413F-HRTimelineGroup
COOKSON PEIRCE & CO INC471,784$9.73M0.44%+25,90613F-HRTimeline
BCS Wealth Management408,824$8.43M2.1%+73,55013F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.366,582$7.56M1.76%+22,50313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC301,784$6.22M0.01%+262,96213F-HRTimelineGroup
Carolina Wealth Advisors, LLC283,632$5.85M3.15%-53613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.280,535$5.78M0.06%+40,53213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN260,045$5.36M<0.01%+129,78513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/224,911$4.64M<0.01%-36,93313F-HRTimelineGroup
Addison Advisors LLC201,184$4.15M1.15%+16,58113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…171,657$3.54M<0.01%+170,43313F-HRTimelineGroup
Exchange Capital Management, Inc.166,792$3.44M0.55%-3,05013F-HRTimeline
NOTTINGHAM ADVISORS, INC.157,999$3.26M0.41%+13,73213F-HRTimeline
Clark Asset Management, LLC147,940$3.05M0.57%+53,29713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.126,773$2.61M0.01%+23,33313F-HR/ATimelineGroup
Ledgewood Wealth Advisors, LLC121,995$2.52M1.62%+99,73013F-HRTimeline
Sanctuary Advisors, LLC120,901$2.5M0.02%+56,55113F-HRTimeline
MML INVESTORS SERVICES, LLC99,230$2.05M0.01%+3,34213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA98,493$2.03M<0.01%+26,18013F-HRTimelineGroup
FLOW TRADERS U.S. LLC97,303$2.01M0.08%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC81,156$1.67M<0.01%+7,54513F-HRTimeline
MONECO ADVISORS, LLC79,438$1.64M0.17%-32,23913F-HR/ATimeline
TLWM77,537$1.6M0.31%+58,00013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…71,795$1.48M0.02%+15,13813F-HRTimelineGroup
Ellevest, Inc.71,354$1.47M0.08%+6,06613F-HRTimeline
Asset Dedication, LLC65,329$1.35M0.11%+41,49313F-HRTimeline
Atria Investments, Inc61,747$1.27M0.02%+10,10213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP61,081$1.26M<0.01%+31,73513F-HRTimelineGroup
SAWGRASS ASSET MANAGEMENT LLC59,437$1.23M0.13%+15,37113F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH57,783$1.19M0.35%+73613F-HRTimeline
HUB Investment Partners, LLC55,085$1.14M0.05%+3,37513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC53,848$1.11M<0.01%+2,79513F-HRTimelineGroup
Strategic Financial Concepts, LLC52,897$1.09M0.21%+30,65313F-HR/ATimeline
Farnam Financial LLC52,357$1.08M1.13%-14,09313F-HRTimeline
Kohmann Bosshard Financial Services, LLC49,402$1.02M0.12%new13F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC46,972$969K0.3%+3,08913F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC44,376$915K0.08%+27,80113F-HRTimeline
Opulen Financial Group LLC39,911$823K0.75%13F-HRTimeline
Independence Bank of Kentucky37,822$780K0.12%+7,36413F-HRTimeline
River Wealth Advisors LLC37,084$765K0.1%new13F-HRTimeline
Sterling Financial Group, Inc.34,058$702K0.26%013F-HRTimeline
Quartz Partners, LLC26,284$542K0.33%+3,14913F-HRTimeline
DOVER ADVISORS, LLC24,989$515K0.3%+13,38913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC23,933$493K<0.01%+6,45513F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC23,627$487K0.51%13F-HRTimeline
Independent Advisor Alliance23,457$484K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,707$406K<0.01%-46,40113F-HRTimelineGroup
Noble Wealth Management PBC16,650$343K0.24%13F-HRTimeline
Aveo Capital Partners, LLC15,151$312K0.03%+85713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC14,408$297K0.02%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.14,399$297K<0.01%new13F-HRTimeline
Waverly Advisors, LLC14,079$290K<0.01%+2,57013F-HRTimeline
UBS Group AGin group UBS Group AG13,833$285K<0.01%-88313F-HRTimelineGroup
Kaye Capital Management13,169$272K0.12%new13F-HRTimeline
Coordinated Financial Services, Inc.11,950$246K0.19%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…11,813$244K<0.01%+1,32113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,597$239K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,891$225K<0.01%new13F-HR/ATimeline
DAVIS R M INC10,711$221K<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,836$203K<0.01%-73613F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV9,203$190K0.17%13F-HRTimeline
First Command Advisory Services, Inc.8,856$183K<0.01%+33313F-HRTimeline
YANKCOM Partnership4,089$84.3K0.05%13F-HRTimeline
Geneos Wealth Management Inc.3,755$77.4K<0.01%new13F-HRTimeline
Marquette Asset Management, LLC2,964$61.1K0.01%+1,00313F-HRTimeline
Community Bank, N.A.2,700$55.6K0.01%+2,01513F-HRTimeline
COMERICA BANK1,591$32.8K<0.01%new13F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,334$28K<0.01%013F-HRTimelineGroup
WINTRUST INVESTMENTS LLC1,270$26K0.02%-63513F-HRTimeline
Smithfield Trust Co1,075$22K<0.01%+1913F-HRTimeline
EASTERN BANK700$14.4K<0.01%-1,96313F-HRTimeline
Davis Capital Management675$13.9K0.01%+39213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.