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Disclosery

BSCX INVESCO EXCH TRD SLF IDX FD

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BUL 2033 COR ETF (fund)

80 managers (81 13F filers) reported a position in BSCX shares at 2025-03-31, 19,262,505 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
80
13F filers
81
New
9
Added
47
Reduced
16
Sold out
4
Shares held by filers
19,262,505

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Aptus Capital Advisors, LLC3,833,987$80.1M0.91%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,130,808$65.4M0.02%-25,38613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,235,852$46.7M0.01%+173,74513F-HRTimelineGroup
LPL Financial LLC1,262,794$26.4M0.01%+217,66913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,250,403$26.1M<0.01%+386,36813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,106,644$23.1M<0.01%+626,21313F-HRTimelineGroup
COOKSON PEIRCE & CO INC470,300$9.82M0.49%-1,48413F-HRTimeline
BCS Wealth Management418,341$8.74M2.25%+9,51713F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.381,016$7.96M1.85%+14,43413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.299,558$6.21M0.06%+19,02313F-HRTimelineGroup
Carolina Wealth Advisors, LLC290,106$6.06M3.27%+6,47413F-HRTimeline
Kaye Capital Management266,808$5.57M2.28%+253,63913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/260,678$5.45M<0.01%+35,76713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN246,250$5.14M<0.01%-13,79513F-HRTimelineGroup
Addison Advisors LLC206,097$4.31M1.17%+4,91313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…188,273$3.93M<0.01%+16,61613F-HRTimelineGroup
Clark Asset Management, LLC180,376$3.77M0.63%+32,43613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.177,471$3.71M0.01%+50,69813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC173,819$3.63M0.01%+154,11213F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP171,279$3.57M<0.01%+110,19813F-HR/ATimelineGroup
Exchange Capital Management, Inc.165,950$3.47M0.56%-84213F-HRTimeline
NOTTINGHAM ADVISORS, INC.157,998$3.3M0.5%-113F-HRTimeline
Ledgewood Wealth Advisors, LLC149,750$3.13M2.02%+27,75513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA134,604$2.81M<0.01%+36,11113F-HR/ATimelineGroup
Sanctuary Advisors, LLC121,748$2.54M0.02%+84713F-HRTimeline
Asset Dedication, LLC118,582$2.48M0.2%+53,25313F-HRTimeline
Atria Investments, Inc116,574$2.44M0.03%+54,82713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…112,370$2.35M0.03%+40,57513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC103,170$2.15M0.01%+3,94013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC86,653$1.81M<0.01%+5,49713F-HRTimeline
HUB Investment Partners, LLC81,682$1.71M0.07%+26,59713F-HRTimeline
TLWM77,537$1.62M0.32%013F-HRTimeline
Ellevest, Inc.76,555$1.6M0.11%+5,20113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding75,025$1.57M+51,092Timeline
MONECO ADVISORS, LLC71,289$1.49M0.15%-8,14913F-HR/ATimeline
NOVARE CAPITAL MANAGEMENT LLC64,922$1.36M0.12%+20,54613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC58,782$1.23M<0.01%+4,93413F-HRTimelineGroup
G2 CAPITAL MANAGEMENT, LLC / OH58,478$1.22M0.37%+69513F-HRTimeline
Strategic Financial Concepts, LLC56,314$1.18M0.22%+3,41713F-HRTimeline
Farnam Financial LLC56,192$1.17M1.19%+3,83513F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC53,477$1.12M0.14%-5,96013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC52,294$1.09M0.33%+5,32213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC52,207$1.09M<0.01%-249,57713F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC49,402$1.03M0.12%013F-HRTimeline
Opulen Financial Group LLC48,093$1M0.91%+8,18213F-HRTimeline
River Wealth Advisors LLC43,739$914K0.13%+6,65513F-HRTimeline
Independence Bank of Kentucky37,819$790K0.12%-313F-HRTimeline
FLOW TRADERS U.S. LLC33,832$707K0.03%-63,47113F-HRTimeline
Sterling Financial Group, Inc.33,388$697K0.25%-67013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,509$596K<0.01%+17,61813F-HRTimeline
Wilkins Miller Wealth Management, LLC26,824$560K0.42%+3,19713F-HRTimeline
Quartz Partners, LLC25,857$540K0.33%-42713F-HRTimeline
J.W. COLE ADVISORS, INC.25,450$532K0.02%new13F-HRTimeline
DOVER ADVISORS, LLC24,989$522K0.23%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.22,665$473K<0.01%+8,26613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,415$447K<0.01%+9,81813F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC21,103$441K0.03%+6,69513F-HRTimeline
UBS Group AGin group UBS Group AG17,440$364K<0.01%+3,60713F-HRTimelineGroup
Noble Wealth Management PBC15,775$330K0.23%-87513F-HRTimeline
Waverly Advisors, LLC14,940$312K<0.01%+86113F-HRTimeline
Cambridge Investment Research Advisors,…14,261$298K<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,703$286K<0.01%+3,86713F-HRTimeline
Coordinated Financial Services, Inc./CO12,595$263K0.2%13F-HRTimeline
DAVIS R M INC12,386$259K0.01%+1,67513F-HRTimeline
ETF Store, Inc.10,529$220K0.27%new13F-HRTimeline
Capital Investment Advisors, LLC9,620$201K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.8,856$185K<0.01%013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV8,349$174K0.16%-85413F-HRTimeline
YANKCOM Partnership5,072$106K0.06%+98313F-HRTimeline
Marquette Asset Management, LLC4,118$86K0.02%+1,15413F-HRTimeline
Wayfinding Financial, LLC4,035$84K0.04%new13F-HRTimeline
Geneos Wealth Management Inc.3,755$78.4K<0.01%013F-HRTimeline
Community Bank, N.A.2,700$56.4K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,524$52.7K<0.01%new13F-HRTimeline
Davis Capital Management1,800$37.6K0.03%+1,12513F-HRTimeline
COMERICA BANK1,588$33.2K<0.01%-313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,334$28K<0.01%013F-HRTimelineGroup
Smithfield Trust Co1,026$22K<0.01%-4913F-HRTimeline
FMR LLCin group FMR LLC1$21<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.