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Disclosery

BSCX INVESCO EXCH TRD SLF IDX FD

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BUL 2033 COR ETF (fund)

83 managers (84 13F filers) reported a position in BSCX shares at 2025-06-30, 21,766,808 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
83
13F filers
84
New
9
Added
49
Reduced
16
Sold out
4
Shares held by filers
21,766,808

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC6,025,655$128M1.26%+2,191,66813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,697,798$57.2M0.02%-433,01013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,280,249$48.4M0.01%+44,39713F-HRTimelineGroup
LPL Financial LLC1,339,744$28.4M0.01%+76,95013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,337,589$28.4M<0.01%+87,18613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.711,951$15.1M<0.01%-394,69313F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …596,948$12.7M0.76%new13F-HRTimelineGroup
COOKSON PEIRCE & CO INC473,771$10M0.44%+3,47113F-HRTimeline
BCS Wealth Management437,162$9.27M1.99%+18,82113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.308,515$6.54M0.05%+8,95713F-HRTimelineGroup
Kaye Capital Management298,864$6.34M2.44%+32,05613F-HRTimeline
Modern Wealth Management, LLC298,864$6.34M0.16%new13F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO293,235$6.22M<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN288,998$6.13M<0.01%+42,74813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/287,308$6.09M<0.01%+26,63013F-HRTimelineGroup
Carolina Wealth Advisors, LLC269,565$5.71M2.82%-20,54113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP231,499$4.89M<0.01%+60,22013F-HRTimelineGroup
Addison Advisors LLC206,604$4.38M1.09%+50713F-HRTimeline
Clark Asset Management, LLC200,560$4.25M0.58%+20,18413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…198,068$4.2M<0.01%+9,79513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.195,243$4.14M0.01%+17,77213F-HR/ATimelineGroup
NOTTINGHAM ADVISORS, INC.162,946$3.45M0.51%+4,94813F-HRTimeline
Exchange Capital Management, Inc.161,506$3.42M0.51%-4,44413F-HRTimeline
Ledgewood Wealth Advisors, LLC155,515$3.3M2.08%+5,76513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA146,014$3.1M<0.01%+11,41013F-HR/ATimelineGroup
Asset Dedication, LLC128,620$2.73M0.2%+10,03813F-HRTimeline
Sanctuary Advisors, LLC127,432$2.7M0.02%+5,68413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…120,537$2.56M0.04%+8,16713F-HRTimelineGroup
Atria Investments, Inc118,243$2.51M0.03%+1,66913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC103,040$2.18M<0.01%+50,83313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC96,462$2.04M0.01%-6,70813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding88,809$1.88M+13,784Timeline
HUB Investment Partners, LLC87,194$1.85M0.06%+5,51213F-HRTimeline
Ellevest, Inc.78,195$1.66M0.26%+1,64013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC77,592$1.64M0.13%+12,67013F-HRTimeline
TLWM77,537$1.64M0.31%013F-HRTimeline
Farnam Financial LLC68,890$1.46M1.31%+12,69813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC60,682$1.29M<0.01%+1,90013F-HRTimelineGroup
MONECO ADVISORS, LLC59,865$1.27M0.12%-11,42413F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH59,227$1.26M0.35%+74913F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC54,866$1.16M0.35%+2,57213F-HRTimeline
Kohmann Bosshard Financial Services, LLC54,102$1.15M0.13%+4,70013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC53,859$1.14M<0.01%-32,79413F-HRTimeline
Opulen Financial Group LLC52,576$1.11M0.91%+4,48313F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC48,073$1.02M0.12%-5,40413F-HRTimeline
River Wealth Advisors LLC45,543$966K0.12%+1,80413F-HRTimeline
Independence Bank of Kentucky39,613$840K0.12%+1,79413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…36,149$765K<0.01%+7,64013F-HRTimeline
Sterling Financial Group, Inc.33,388$708K0.24%013F-HRTimeline
J.W. COLE ADVISORS, INC.25,642$544K0.01%+19213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC25,100$532K<0.01%new13F-HRTimelineGroup
DOVER ADVISORS, LLC24,600$522K0.23%-38913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.24,172$512K<0.01%+1,50713F-HRTimeline
Quartz Partners, LLC24,023$509K0.23%-1,83413F-HRTimeline
UBS Group AGin group UBS Group AG23,845$506K<0.01%+6,40513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,583$479K<0.01%+1,16813F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC21,943$465K0.32%-4,88113F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC21,103$447K0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,433$348K<0.01%-157,38613F-HRTimelineGroup
DAVIS R M INC16,242$344K0.01%+3,85613F-HRTimeline
Waverly Advisors, LLC15,532$329K<0.01%+59213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,804$293K<0.01%+10113F-HRTimeline
Cambridge Investment Research Advisors,…13,344$283K<0.01%-91713F-HRTimeline
Cetera Investment Advisers12,916$274K<0.01%new13F-HRTimeline
Coordinated Financial Services, Inc.12,757$270K0.19%13F-HRTimeline
Allen Capital Group, LLC12,002$254K0.03%new13F-HRTimeline
ETF Store, Inc.10,817$229K0.27%+28813F-HRTimeline
First Command Advisory Services, Inc.10,059$213K<0.01%+1,20313F-HRTimeline
Capital Investment Advisors, LLC9,626$204K<0.01%+613F-HR/ATimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV7,815$166K0.15%-53413F-HRTimeline
YANKCOM Partnership6,296$133K0.07%+1,22413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,620$119K0.01%new13F-HRTimelineGroup
Marquette Asset Management, LLC4,118$87.3K0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,755$79.6K<0.01%013F-HRTimeline
Community Bank, N.A.2,700$57.2K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,524$53.5K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,334$28K<0.01%013F-HRTimelineGroup
Smithfield Trust Co996$21K<0.01%-3013F-HRTimeline
Steward Partners Investment Advisory, L…250$5.3K<0.01%new13F-HRTimeline
COMERICA BANK170$3.6K<0.01%-1,41813F-HRTimeline
Larson Financial Group LLC20$424<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2$42<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.