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Disclosery

BSCX INVESCO EXCH TRD SLF IDX FD

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BUL 2033 COR ETF (fund)

117 managers (118 13F filers) reported a position in BSCX shares at 2026-03-31, 32,870,427 shares in all. 17 filers opened a position and 6 filers sold out during the quarter.

Managers
117
13F filers
118
New
17
Added
64
Reduced
21
Sold out
6
Shares held by filers
32,870,427

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC7,004,279$148M1.25%+125,72613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,229,513$68.3M0.02%+199,09013F-HRTimelineGroup
Clearstead Advisors, LLC2,662,099$56.3M0.51%+212,88213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,498,792$52.8M0.01%+91,39513F-HR/ATimelineGroup
LPL Financial LLC2,004,014$42.4M0.01%+170,69913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,904,673$40.3M<0.01%+207,81913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.861,568$18.2M<0.01%+45,40513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN829,291$17.5M<0.01%+130,13913F-HR/ATimelineGroup
Janney Montgomery Scott LLC629,946$13.3M0.03%+439,87313F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …543,485$11.5M1.3%-121,77113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.530,705$11.2M0.02%+64,46713F-HRTimelineGroup
COOKSON PEIRCE & CO INC496,315$10.5M0.44%+3,13013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP493,669$10.3M<0.01%+67,82313F-HRTimelineGroup
Parkway Wealth Management Group, LLC475,922$10.1M1.28%+43,96613F-HRTimeline
BCS Wealth Management432,811$9.15M1.87%-441,36213F-HRTimeline
Clark Asset Management, LLC423,028$8.95M0.84%+71,82513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/414,450$8.77M<0.01%+47,68913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA383,288$8.11M<0.01%+186,12013F-HRTimelineGroup
Modern Wealth Management, LLC337,138$7.14M0.12%+4,57513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.313,449$6.73M0.04%-11,29113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.268,288$5.67M0.01%+42,75613F-HRTimelineGroup
Asset Dedication, LLC267,433$5.66M0.4%+42,37013F-HRTimeline
Addison Advisors LLC265,879$5.62M1.24%+15,60913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…237,436$5.02M<0.01%+22,14113F-HRTimelineGroup
NorthCrest Asset Manangement, LLC211,723$4.49M0.14%-30,96713F-HRTimeline
NorthAvenue LLC208,260$4.4M3.5%+30,18513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC205,523$4.35M0.1%-79,36813F-HR/ATimeline
NOTTINGHAM ADVISORS, INC.205,032$4.34M0.56%+15,80913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…201,774$4.27M0.05%+27,99713F-HRTimelineGroup
Ledgewood Wealth Advisors, LLC193,173$4.09M2.3%+11,90313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC188,023$3.98M<0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC164,304$3.48M0.01%-17,92313F-HRTimelineGroup
Sanctuary Advisors, LLC154,329$3.26M0.02%-1,65713F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC152,871$3.23M2.58%+33,61713F-HRTimeline
Atria Investments, Inc131,946$2.79M0.03%-4,60813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC128,246$2.71M<0.01%+53,54113F-HRTimelineGroup
Cetera Investment Advisers126,629$2.68M<0.01%+16,35213F-HRTimeline
Infinity Wealth Counsel, LLC124,400$2.63M2.42%+1,45013F-HRTimeline
Carroll Advisory Group, LLC113,599$2.4M0.93%+30,80613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC110,277$2.33M0.02%new13F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC108,589$2.3M0.18%+4,11713F-HRTimeline
MAI Capital Management105,995$2.24M0.01%+59,90213F-HRTimeline
Avior Wealth Management, LLC105,782$2.24M0.06%new13F-HRTimeline
MML INVESTORS SERVICES, LLC97,189$2.06M0.01%-8,32613F-HRTimeline
HUB Investment Partners, LLC93,284$1.97M0.05%+1,33813F-HRTimeline
Farnam Financial LLC92,984$1.97M1.62%+11,46613F-HRTimeline
UBS Group AGin group UBS Group AG92,703$1.96M<0.01%+15,21913F-HRTimelineGroup
AA Financial Advisors, LLC92,540$1.96M0.28%-29,98613F-HRTimeline
Ellevest, Inc.90,810$1.92M0.27%-41213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding88,710$1.88M-7,202Timeline
River Wealth Advisors LLC83,964$1.78M0.2%+25,84813F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC74,652$1.58M0.24%-65013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC74,391$1.57M<0.01%+53,39713F-HRTimelineGroup
Opulen Financial Group LLC72,833$1.54M1.08%+2,79513F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC68,322$1.45M0.38%+5,87913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC67,048$1.42M<0.01%+2,39013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH61,401$1.3M0.32%+71613F-HRTimeline
Independence Bank of Kentucky57,828$1.22M0.15%+11,48013F-HRTimeline
DAVIS R M INC55,294$1.17M0.02%+16,98213F-HRTimeline
Kohmann Bosshard Financial Services, LLC54,872$1.16M0.11%013F-HR/ATimeline
Cambridge Investment Research Advisors,…51,203$1.08M<0.01%+20,88013F-HRTimeline
Golden Reserve Retirement LLC50,144$1.06M0.22%+29,01313F-HRTimeline
Ark Wealth Advisors LLC47,948$1.01M1%new13F-HRTimeline
MONECO ADVISORS, LLC46,046$974K0.08%+3,07113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…256,488$950K<0.01%+173,79513F-HRTimeline
Wilkins Miller Wealth Management, LLC44,308$937K0.57%+3,06013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…42,348$896K0.02%new13F-HRTimelineGroup
Farther Finance Advisors, LLC40,215$851K0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS34,148$722K<0.01%+30813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,305$683K<0.01%-70313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,755$587K<0.01%new13F-HRTimelineGroup
DOVER ADVISORS, LLC27,100$573K0.24%013F-HRTimeline
Sequoia Financial Advisors, LLC23,635$500K<0.01%013F-HRTimeline
Independent Advisor Alliance22,145$468K0.01%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC21,103$446K0.02%013F-HRTimeline
Quartz Partners, LLC20,472$433K0.17%013F-HRTimeline
Hobbs Group Advisors, LLC19,970$422K0.13%+22613F-HRTimeline
Allen Capital Group, LLC19,677$416K0.04%+2,21013F-HRTimeline
Waverly Advisors, LLC18,861$399K<0.01%+3,26113F-HRTimeline
Redmond Asset Management, LLC18,250$386K0.11%+3,29613F-HRTimeline
Heritage Trust Co17,460$369K0.04%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,290$345K<0.01%013F-HRTimelineGroup
Legacy Wealth Partners, LLC15,578$329K0.08%-68613F-HRTimeline
YANKCOM Partnership13,792$292K0.12%013F-HRTimeline
Coordinated Financial Services, Inc.12,853$272K0.16%+12713F-HRTimeline
First Command Advisory Services, Inc.12,146$257K<0.01%-10013F-HRTimeline
Capital Investment Advisors, LLC12,089$256K<0.01%+12713F-HR/ATimeline
ETF Store, Inc.12,020$254K0.25%-6113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC11,700$247K0.01%013F-HRTimelineGroup
Aureum Wealth Management, LLC11,559$244K0.17%new13F-HRTimeline
VestGen Advisors, LLC11,266$238K0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…10,870$230K0.02%new13F-HRTimelineGroup
Oliver Luxxe Assets LLC10,300$218K0.03%new13F-HRTimeline
Clearstead Trust, LLC10,274$217K0.04%-42613F-HRTimeline
Redwood Financial Network Corp9,966$211K0.14%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,712$121K<0.01%+2,90513F-HRTimelineGroup
Marquette Asset Management, LLC4,495$95.1K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC4,444$94K<0.01%-8013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,421$93.6K0.01%+2,85813F-HRTimeline
Advisory Services Network, LLC4,403$93.1K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,900$82K<0.01%+2,56613F-HRTimelineGroup
Geneos Wealth Management Inc.3,755$79.4K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,411$72.1K<0.01%new13F-HRTimelineGroup
Carolina Wealth Advisors, LLC3,239$68.5K0.03%-89413F-HRTimeline
Davis Capital Management3,191$67.5K0.05%+38013F-HRTimeline
Community Bank, N.A.2,715$57.4K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,037$43.1K<0.01%+46013F-HRTimelineGroup
Noble Wealth Management PBC1,650$34.9K0.02%013F-HRTimeline
Intentional Wealth Strategies, LLC1,305$27.6K0.03%13F-HRTimeline
Smithfield Trust Co1,011$21K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…660$14K<0.01%+1013F-HRTimelineGroup
Keating Financial Advisory Services, In…382$8.08K<0.01%+413F-HRTimeline
Steward Partners Investment Advisory, L…250$5.29K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC128$2.71K<0.01%+6913F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC108$2.28K<0.01%13F-HRTimelineGroup
Key Financial Inc100$2.12K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC55$1.17K<0.01%+113F-HRTimeline