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Disclosery

BSCX INVESCO EXCH TRD SLF IDX FD

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BUL 2033 COR ETF (fund)

106 managers (107 13F filers) reported a position in BSCX shares at 2025-12-31, 30,245,295 shares in all. 17 filers opened a position and 9 filers sold out during the quarter.

Managers
106
13F filers
107
New
17
Added
67
Reduced
9
Sold out
9
Shares held by filers
30,245,295

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Aptus Capital Advisors, LLC6,878,553$148M1.25%+356,79013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,030,423$65M0.02%+140,49213F-HRTimelineGroup
Clearstead Advisors, LLC2,449,217$52.6M0.66%+1,499,33013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,407,397$51.7M0.01%+80,49213F-HRTimelineGroup
LPL Financial LLC1,833,315$39.3M0.01%+206,29113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,696,854$36.4M<0.01%+226,15613F-HR/ATimelineGroup
BCS Wealth Management874,173$18.8M1.89%+441,67213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.816,163$17.5M<0.01%+44,03313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN699,152$15M<0.01%+144,31813F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …665,256$14.3M1.11%+124,86313F-HRTimelineGroup
COOKSON PEIRCE & CO INC493,185$10.6M0.44%+19,40113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.466,238$10M0.02%new13F-HRTimelineGroup
Parkway Wealth Management Group, LLC431,956$9.27M1.24%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP425,846$9.14M0.01%+125,59313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/366,761$7.87M<0.01%+24,16913F-HRTimelineGroup
Clark Asset Management, LLC351,203$7.54M0.78%+62,51313F-HRTimeline
Modern Wealth Management, LLC332,563$7.14M0.13%+25,74213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.324,740$6.97M0.05%+62013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC284,891$6.11M0.14%new13F-HRTimeline
Addison Advisors LLC250,270$5.37M1.21%+18,28613F-HRTimeline
NorthCrest Asset Manangement, LLC242,690$5.22M0.12%-4,23513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.225,532$4.84M0.01%+21,48313F-HRTimelineGroup
Asset Dedication, LLC225,063$4.83M0.32%+71,80513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…215,295$4.62M<0.01%+2,49213F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA197,168$4.23M<0.01%+37,63613F-HRTimelineGroup
Janney Montgomery Scott LLC190,073$4.08M0.01%new13F-HRTimeline
NOTTINGHAM ADVISORS, INC.189,223$4.06M0.57%+22,23513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC182,227$3.91M0.02%-8,14713F-HRTimelineGroup
Ledgewood Wealth Advisors, LLC181,270$3.89M2.24%+13,65213F-HRTimeline
NorthAvenue LLC178,075$3.82M3.16%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…173,777$3.73M0.05%+23,88613F-HRTimelineGroup
Sanctuary Advisors, LLC155,986$3.35M0.02%+11,13913F-HRTimeline
Atria Investments, Inc136,554$2.93M0.03%+12,36013F-HRTimeline
Infinity Wealth Counsel, LLC122,950$2.64M2.4%+85,34013F-HRTimeline
AA Financial Advisors, LLC122,526$2.63M0.49%new13F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC119,254$2.56M2.04%+13,05913F-HRTimeline
LeClair Wealth Partners LLC110,978$2.38M1.38%new13F-HRTimeline
Cetera Investment Advisers110,277$2.37M<0.01%+40,48913F-HRTimeline
MML INVESTORS SERVICES, LLC105,515$2.26M0.01%+8,84913F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC104,472$2.24M0.17%+2,41013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding95,912$2.06M+4,462Timeline
HUB Investment Partners, LLC91,946$1.97M0.05%+1,66613F-HRTimeline
Ellevest, Inc.91,222$1.96M0.27%+9,53413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…82,693$1.78M<0.01%+27,53313F-HRTimeline
Carroll Advisory Group, LLC82,793$1.78M0.77%13F-HRTimeline
Farnam Financial LLC81,518$1.75M1.32%+3,79113F-HRTimeline
UBS Group AGin group UBS Group AG77,484$1.66M<0.01%+17,58713F-HRTimelineGroup
SAWGRASS ASSET MANAGEMENT LLC75,302$1.62M0.2%+19,66513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC74,705$1.6M<0.01%+5,69713F-HRTimelineGroup
Opulen Financial Group LLC70,038$1.5M1.09%+83013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC64,658$1.39M<0.01%-38113F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC62,443$1.34M0.36%+4,48113F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH60,685$1.3M0.31%+72013F-HRTimeline
River Wealth Advisors LLC58,116$1.25M0.14%+8,54013F-HRTimeline
Kohmann Bosshard Financial Services, LLC54,872$1.18M0.11%+77013F-HRTimeline
Independence Bank of Kentucky46,348$995K0.12%+1,39913F-HRTimeline
MAI Capital Management46,093$989K0.01%+46,00013F-HRTimeline
MONECO ADVISORS, LLC42,975$922K0.07%-22513F-HRTimeline
Wilkins Miller Wealth Management, LLC41,248$885K0.53%+7,84513F-HRTimeline
DAVIS R M INC38,312$822K0.01%+14,53213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS33,840$726K<0.01%+8,86313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP33,008$708K<0.01%+1,65413F-HRTimelineGroup
Cambridge Investment Research Advisors,…30,323$651K<0.01%+11,32213F-HRTimeline
DOVER ADVISORS, LLC27,100$582K0.23%+75013F-HRTimeline
J.W. COLE ADVISORS, INC.25,959$557K0.01%+15613F-HRTimeline
Sequoia Financial Advisors, LLC23,635$507K<0.01%new13F-HRTimeline
GTS SECURITIES LLC21,499$461K0.02%new13F-HRTimeline
Golden Reserve Retirement LLC21,131$453K0.08%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC21,103$453K0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,994$451K<0.01%-5,50313F-HRTimelineGroup
Quartz Partners, LLC20,472$439K0.16%-2,34513F-HRTimeline
Hobbs Group Advisors, LLC19,744$424K0.13%+22713F-HRTimeline
Allen Capital Group, LLC17,467$375K0.03%+2,81513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,290$350K<0.01%new13F-HRTimelineGroup
Legacy Wealth Partners, LLC16,264$349K0.09%13F-HRTimeline
Waverly Advisors, LLC15,600$335K<0.01%+3413F-HRTimeline
Redmond Asset Management, LLC14,954$321K0.08%+95013F-HRTimeline
YANKCOM Partnership13,792$296K0.13%+4,42313F-HRTimeline
Diversified Portfolios, Inc.12,865$276K0.02%new13F-HRTimeline
Coordinated Financial Services, Inc.12,726$273K0.16%-19013F-HRTimeline
First Command Advisory Services, Inc.12,246$263K<0.01%+1,61013F-HRTimeline
ETF Store, Inc.12,081$259K0.26%+87113F-HRTimeline
Capital Investment Advisors, LLC11,962$257K<0.01%+1,68013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC11,700$251K0.01%new13F-HRTimelineGroup
ORG Partners LLC10,942$235K0.04%+47513F-HRTimeline
Clearstead Trust, LLC10,700$230K0.04%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,842$211K<0.01%new13F-HRTimelineGroup
MONTAG A & ASSOCIATES INC4,524$97.1K<0.01%+2,00013F-HRTimeline
Marquette Asset Management, LLC4,495$96.5K0.01%+37713F-HRTimeline
Carolina Wealth Advisors, LLC4,133$88.7K0.04%-78113F-HRTimeline
Geneos Wealth Management Inc.3,755$80.6K<0.01%013F-HRTimeline
Davis Capital Management2,811$60.3K0.04%-3513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,807$60.2K<0.01%new13F-HRTimelineGroup
Community Bank, N.A.2,715$58.2K0.01%+1513F-HRTimeline
Noble Wealth Management PBC1,650$35.4K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC1,577$34K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,563$33.5K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,334$29K<0.01%013F-HR/ATimelineGroup
Smithfield Trust Co1,011$21K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…650$13.9K<0.01%+15013F-HRTimelineGroup
Keating Financial Advisory Services, In…378$8.1K<0.01%13F-HRTimeline
Align Financial, LLC6,696$6.7K<0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…250$5.37K<0.01%013F-HRTimeline
COMERICA BANK170$3.65K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC59$1.27K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC54$1.18K<0.01%013F-HRTimeline