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Disclosery

BSCX INVESCO EXCH TRD SLF IDX FD

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BUL 2033 COR ETF (fund)

93 managers (94 13F filers) reported a position in BSCX shares at 2025-09-30, 24,573,905 shares in all. 14 filers opened a position and 3 filers sold out during the quarter.

Managers
93
13F filers
94
New
14
Added
58
Reduced
9
Sold out
3
Shares held by filers
24,573,905

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC6,521,763$140M1.28%+496,10813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,889,931$62M0.02%+192,13313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,326,905$50M0.01%+46,65613F-HRTimelineGroup
LPL Financial LLC1,627,024$34.9M0.01%+287,28013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,470,698$31.6M<0.01%+133,10913F-HR/ATimelineGroup
Clearstead Advisors, LLC949,887$20.4M0.3%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.772,130$16.6M<0.01%+60,17913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN554,834$11.9M<0.01%+265,83613F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …540,393$11.6M0.79%-56,55513F-HRTimelineGroup
COOKSON PEIRCE & CO INC473,784$10.2M0.42%+1313F-HRTimeline
BCS Wealth Management432,501$9.29M2.09%-4,66113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/342,592$7.36M<0.01%+55,28413F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.324,120$6.96M0.05%+15,60513F-HRTimelineGroup
Modern Wealth Management, LLC306,821$6.59M0.13%+7,95713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP300,253$6.43M<0.01%+68,75413F-HRTimelineGroup
Clark Asset Management, LLC288,690$6.2M0.72%+88,13013F-HRTimeline
NorthCrest Asset Manangement, LLC246,925$5.31M0.13%new13F-HRTimeline
Addison Advisors LLC231,984$4.98M1.15%+25,38013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…212,803$4.57M<0.01%+14,73513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.204,049$4.34M0.01%+8,80613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC190,374$4.09M0.02%+165,27413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO186,577$4.01M<0.01%-106,65813F-HR/ATimelineGroup
Ledgewood Wealth Advisors, LLC167,618$3.6M2.13%+12,10313F-HRTimeline
NOTTINGHAM ADVISORS, INC.166,988$3.59M0.5%+4,04213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA159,532$3.42M<0.01%+13,51813F-HRTimelineGroup
Asset Dedication, LLC153,258$3.29M0.22%+24,63813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…149,891$3.22M0.04%+29,35413F-HRTimelineGroup
Sanctuary Advisors, LLC144,847$3.11M0.02%+17,41513F-HR/ATimeline
Atria Investments, Inc124,194$2.67M0.03%+5,95113F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC106,195$2.28M1.88%13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC102,062$2.19M0.17%+24,47013F-HRTimeline
MML INVESTORS SERVICES, LLC96,666$2.08M0.01%+20413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding91,450$1.96M+2,641Timeline
HUB Investment Partners, LLC90,280$1.94M0.07%+3,08613F-HRTimeline
Ellevest, Inc.81,688$1.75M0.25%+3,49313F-HRTimeline
Farnam Financial LLC77,727$1.67M1.3%+8,83713F-HRTimeline
TLWM77,537$1.66M0.3%013F-HRTimeline
Cetera Investment Advisers69,788$1.5M<0.01%+56,87213F-HRTimeline
Opulen Financial Group LLC69,208$1.49M1.13%+16,63213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC69,008$1.48M<0.01%+8,32613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC65,039$1.4M<0.01%+11,18013F-HRTimeline
FLOW TRADERS U.S. LLC60,316$1.29M0.05%new13F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH59,965$1.29M0.32%+73813F-HRTimeline
UBS Group AGin group UBS Group AG59,897$1.29M<0.01%+36,05213F-HRTimelineGroup
BUTENSKY & COHEN FINANCIAL SECURITY, INC57,962$1.24M0.35%+3,09613F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC55,637$1.19M0.15%+7,56413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…55,160$1.19M<0.01%+19,01113F-HRTimeline
Kohmann Bosshard Financial Services, LLC54,102$1.16M0.12%013F-HRTimeline
River Wealth Advisors LLC49,576$1.06M0.12%+4,03313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC47,608$1.02M<0.01%+31,17513F-HRTimelineGroup
Independence Bank of Kentucky44,949$965K0.12%+5,33613F-HRTimeline
MONECO ADVISORS, LLC43,200$927K0.08%-16,66513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,509$913K<0.01%new13F-HRTimelineGroup
Infinity Wealth Counsel, LLC37,610$807K0.78%new13F-HRTimeline
Wilkins Miller Wealth Management, LLC33,403$717K0.44%+11,46013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP31,354$673K<0.01%+8,77113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,497$569K<0.01%-76,54313F-HRTimelineGroup
DOVER ADVISORS, LLC26,350$566K0.23%+1,75013F-HRTimeline
J.W. COLE ADVISORS, INC.25,803$554K0.01%+16113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,977$536K<0.01%+11,17313F-HRTimeline
DAVIS R M INC23,780$511K0.01%+7,53813F-HRTimeline
Sterling Financial Group, Inc.23,635$507K0.16%-9,75313F-HRTimeline
Quartz Partners, LLC22,817$490K0.18%-1,20613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC21,103$453K0.02%013F-HRTimeline
Hobbs Group Advisors, LLC19,517$419K0.13%new13F-HRTimeline
Cambridge Investment Research Advisors,…19,001$408K<0.01%+5,65713F-HRTimeline
Waverly Advisors, LLC15,566$334K<0.01%+3413F-HRTimeline
Allen Capital Group, LLC14,652$315K0.03%+2,65013F-HRTimeline
Redmond Asset Management, LLC14,004$301K0.07%new13F-HRTimeline
Coordinated Financial Services, Inc.12,916$277K0.18%+15913F-HRTimeline
ETF Store, Inc.11,210$241K0.26%+39313F-HRTimeline
First Command Advisory Services, Inc.10,636$228K<0.01%+57713F-HRTimeline
ORG Partners LLC10,467$225K0.04%new13F-HRTimeline
Capital Investment Advisors, LLC10,282$221K<0.01%+65613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,541$205K<0.01%new13F-HRTimeline
YANKCOM Partnership9,369$201K0.09%+3,07313F-HRTimeline
Carolina Wealth Advisors, LLC4,914$106K0.05%-264,65113F-HRTimeline
Advisory Services Network, LLC4,300$92.3K<0.01%new13F-HRTimeline
Marquette Asset Management, LLC4,118$88.4K0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,755$80.6K<0.01%013F-HRTimeline
Davis Capital Management2,846$61.1K0.04%13F-HRTimeline
Community Bank, N.A.2,700$57.9K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,524$54.2K<0.01%013F-HRTimeline
Noble Wealth Management PBC1,650$35.4K0.02%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,334$29K<0.01%013F-HRTimelineGroup
Smithfield Trust Co1,011$21K<0.01%+1513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…500$10.7K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…296$6.36K<0.01%-5,32413F-HRTimelineGroup
Steward Partners Investment Advisory, L…250$5.37K<0.01%013F-HRTimeline
COMERICA BANK170$3.65K<0.01%013F-HRTimeline
MAI Capital Management93$2K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC54$1.16K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5$107<0.01%new13F-HRTimeline