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Disclosery

BSJQ INVESCO EXCH TRD SLF IDX FD

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INVSCO BLSH 26 (fund)

172 managers (172 13F filers) reported a position in BSJQ shares at 2025-03-31, 29,986,152 shares in all. 15 filers opened a position and 7 filers sold out during the quarter.

Managers
172
13F filers
172
New
15
Added
96
Reduced
41
Sold out
7
Shares held by filers
29,986,152

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
UBS Group AGin group UBS Group AG2,245,960$52.1M0.01%+60,35113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,168,110$50.3M0.02%+66,28213F-HRTimelineGroup
Mirador Capital Partners LP1,601,111$37.1M6.51%+108,27413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,580,494$36.7M<0.01%+97,79113F-HRTimelineGroup
Cetera Investment Advisers1,398,691$32.4M0.06%+151,66113F-HRTimeline
LPL Financial LLC1,219,967$28.3M0.01%+80,10713F-HRTimeline
Sterling Financial Group, Inc.1,208,421$28M10.1%+331,08813F-HRTimeline
Ashton Thomas Private Wealth, LLC1,123,376$26.1M1%+468,71613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,059,176$24.6M0.01%+155,47613F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC814,568$18.9M1.37%new13F-HRTimeline
Legacy Financial Group LLC758,569$17.6M2.71%-14,40113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC687,166$15.9M0.01%-6,28113F-HRTimelineGroup
Insight Wealth Partners, LLC571,705$13.3M7.97%+6,19413F-HRTimeline
Larson Financial Group LLC566,966$13.1M0.62%+233,29813F-HRTimeline
CWM, LLCin group CWM, LLC493,215$11.4M0.05%-15,54813F-HRTimelineGroup
Ironwood Financial, llc466,126$10.8M2.32%+1,02413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/419,370$9.73M<0.01%+26,71413F-HRTimelineGroup
Advisory Alpha, LLC366,326$8.5M0.29%+67,73613F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…358,661$8.32M0.07%+22,85413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.348,214$8.07M0.02%+83,32213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV335,111$7.77M0.02%-16,99913F-HRTimeline
Avior Wealth Management, LLC334,687$7.76M0.29%+9,38013F-HRTimeline
SFE Investment Counsel325,538$7.55M1.51%-4,27813F-HRTimeline
Delta Investment Management, LLC323,143$7.49M1.51%-6,69913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC304,433$7.06M0.01%+92,78213F-HR/ATimelineGroup
Verity Asset Management, Inc.272,386$6.32M2.57%new13F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.269,937$6.27M5.58%-11,70213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS268,470$6.23M0.02%-188,75213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC248,597$5.76M0.01%+61,23913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC244,899$5.68M1.53%+41,48913F-HRTimeline
Intrua Financial, LLC242,568$5.63M0.88%+6,32313F-HRTimeline
MML INVESTORS SERVICES, LLC235,506$5.46M0.02%+17,02013F-HRTimeline
Tyler-Stone Wealth Management232,735$5.4M0.97%+110,65513F-HRTimeline
IHT Wealth Management, LLC230,864$5.35M0.17%+12,56313F-HRTimeline
ROVIN CAPITAL /UT/ /ADV210,225$4.88M1.57%+20,22713F-HRTimeline
River Street Advisors LLC199,618$4.63M2.29%-1,38313F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA198,415$4.6M1.08%+10,15313F-HRTimeline
Integrated Wealth Concepts LLC193,800$4.49M0.05%-3,33413F-HRTimeline
Oder Investment Management, LLC183,172$4.26M3.62%+16,78213F-HRTimeline
HUB Investment Partners, LLC183,809$4.26M0.17%+4,36013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA163,117$3.78M<0.01%+6,16113F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC159,076$3.69M<0.01%+34,11913F-HRTimelineGroup
Prospera Financial Services Inc157,831$3.66M0.08%+20,86913F-HRTimeline
RPg Family Wealth Advisory, LLC151,663$3.52M1%+20,57513F-HRTimeline
49 WEALTH MANAGEMENT, LLC144,125$3.34M0.4%+5,76613F-HRTimeline
EVEXIA WEALTH LLC142,933$3.29M1.2%+4,41613F-HRTimeline
Private Advisor Group, LLC141,632$3.28M0.02%+23,64713F-HRTimeline
Stablepoint Partners, LLC140,111$3.25M0.59%+21,33713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP135,724$3.15M<0.01%+35,25813F-HR/ATimelineGroup
Foundations Investment Advisors, LLC130,132$3.02M0.06%+89,14213F-HRTimeline
Camelot Portfolios, LLC112,378$2.61M1.62%+29,94813F-HRTimeline
Geneos Wealth Management Inc.112,142$2.6M0.04%+61,86013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.111,518$2.59M<0.01%-3,82313F-HRTimelineGroup
Horizons Wealth Management110,821$2.57M1.94%+2,10113F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC99,259$2.3M1.28%+5813F-HRTimeline
Paradiem, LLC94,972$2.2M0.61%-11,41813F-HRTimeline
Northwest Bancshares, Inc.92,844$2.15M0.4%+54,55313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP92,061$2.13M<0.01%+4,04413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/91,700$2.13M<0.01%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.80,322$1.86M0.02%+43,73213F-HRTimeline
Pacific Wealth Strategies Group, Inc.77,505$1.8M1.34%+2,37413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC77,035$1.79M0.01%-62113F-HRTimelineGroup
Glass Jacobson Investment Advisors llc75,340$1.75M0.58%013F-HRTimeline
AIFG Consultants Ltd.74,495$1.73M2.85%-6,69713F-HRTimeline
Compound Planning, Inc.74,487$1.73M0.08%+22,60013F-HRTimeline
Vantage Point Financial LLC71,070$1.65M0.83%+57013F-HRTimeline
Steward Partners Investment Advisory, L…71,046$1.65M0.01%-12,37213F-HRTimeline
S.E.E.D. Planning Group LLC69,642$1.61M0.54%-1,20113F-HRTimeline
IFP Advisors, Inc68,864$1.6M0.05%013F-HRTimeline
AA Financial Advisors, LLC68,784$1.6M0.39%+3,28313F-HRTimeline
Altrius Capital Management Inc67,505$1.57M0.38%-10,09013F-HRTimeline
NewEdge Advisors, LLC65,438$1.52M0.01%+4,95213F-HRTimeline
Werba Rubin Papier Wealth Management61,585$1.43M0.31%+10613F-HRTimeline
Segment Wealth Management, LLC58,542$1.36M0.09%-1,77013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.54,474$1.26M0.01%+5,89913F-HRTimeline
Ledgewood Wealth Advisors, LLC54,360$1.26M0.81%-6,02113F-HRTimeline
Allworth Financial LP52,787$1.22M0.01%+213F-HRTimeline
Orion Porfolio Solutions, LLC51,876$1.2M0.01%+18913F-HRTimeline
Orion Portfolio Solutions, LLC51,876$1.2M0.01%+18913F-HR/ATimeline
Carnegie Investment Counsel52,790$1.2M0.03%-16,17513F-HRTimeline
Global View Capital Management LLC50,524$1.17M0.43%-43,85413F-HRTimeline
Sound Stewardship, LLC50,186$1.16M0.66%+89313F-HRTimeline
FCA CORP /TX49,400$1.15M0.37%-16613F-HRTimeline
Key Financial Inc46,168$1.07M0.23%+2,69513F-HRTimeline
Strait & Sound Wealth Management LLC46,129$1.07M0.5%+35,87513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…44,782$1.04M<0.01%+6,74213F-HRTimeline
GAMMA Investing LLC44,721$1.04M0.08%+5,37713F-HR/ATimeline
Wealthspire Retirement, LLC44,369$1.03M0.08%+4,08713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC43,744$1.01M0.59%-6,46813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC43,236$1M<0.01%+1,08013F-HRTimelineGroup
Ballew Advisors, Inc42,049$963K0.65%+16,10813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.40,694$944K0.01%+30813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC40,165$931K0.03%+5,19313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC39,332$912K0.01%+10,58013F-HRTimelineGroup
MGO ONE SEVEN LLC39,243$910K0.04%+3,70913F-HRTimeline
Wilkins Miller Wealth Management, LLC36,804$853K0.64%-3,17613F-HRTimeline
TD Waterhouse Canada Inc.34,800$810K0.01%+3,60013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…33,496$777K0.01%+1,79413F-HRTimelineGroup
Strategic Blueprint, LLC33,159$769K0.04%+23,57113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC32,207$747K0.02%-3,43313F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.32,157$746K0.03%-9,34513F-HRTimeline
J.W. COLE ADVISORS, INC.31,685$735K0.02%+5,26313F-HRTimeline
Empirical Financial Services, LLC d.b.a…31,593$733K0.02%+66613F-HRTimeline
Cambridge Investment Research Advisors,…31,229$724K<0.01%+11,19013F-HRTimeline
Janney Montgomery Scott LLC30,126$699K<0.01%-10,20313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management29,559$685K0.01%+1,03113F-HRTimelineGroup
VestGen Advisors, LLC28,375$658K0.03%13F-HRTimeline
IRON Financial LLC25,568$593K0.33%-85313F-HRTimeline
Meriwether Wealth & Planning, LLC24,443$567K0.37%+7,75013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…23,618$548K0.23%+15213F-HRTimeline
MONECO ADVISORS, LLC23,459$544K0.06%+19913F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.22,390$519K<0.01%-19213F-HRTimelineGroup
FF Advisors,LLC22,250$518K0.3%-1,06513F-HRTimeline
Private Advisory Group LLC21,971$509K0.06%+9913F-HRTimeline
4Thought Financial Group Inc.21,654$502K0.31%+22213F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …21,374$496K0.01%+15,30313F-HRTimelineGroup
Sovran Advisors, LLC20,935$484K0.06%new13F-HRTimeline
SHUFRO ROSE & CO LLC20,500$475K0.04%013F-HRTimeline
AlphaStar Capital Management, LLC20,440$474K0.05%+1,97913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.19,317$448K0.13%new13F-HRTimeline
Koss-Olinger Consulting, LLC17,835$414K0.03%+60613F-HRTimeline
Quad-Cities Investment Group, LLC17,568$407K0.2%+22813F-HRTimeline
CHATHAM CAPITAL GROUP, INC.17,000$394K0.07%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC16,885$392K0.13%+2,23713F-HRTimeline
RFG Advisory, LLC16,223$376K0.01%+90013F-HRTimeline
COMERICA BANK15,795$366K<0.01%-8,69013F-HRTimeline
BXM Wealth LLC15,759$365K0.44%+5,01813F-HRTimeline
Mutual Advisors, LLC15,130$351K0.01%new13F-HRTimeline
Net Worth Advisory Group14,514$337K0.11%+74313F-HRTimeline
CRA Financial Services, LLC14,050$326K0.06%+713F-HRTimeline
AdvisorNet Financial, Inc13,952$324K0.02%+1,06013F-HRTimeline
Arete Wealth Advisors, LLC13,013$302K0.02%-1,05213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,577$296K<0.01%-13,72013F-HR/ATimelineGroup
WESPAC Advisors, LLC12,410$288K0.23%-1,06313F-HRTimeline
RETIREMENT GUYS FORMULA LLC12,171$282K0.14%-2113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,457$266K0.01%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,840$228K0.01%-5,08413F-HRTimelineGroup
Dynamic Advisor Solutions LLC9,639$224K0.01%-37413F-HRTimeline
Meridian Financial Advisors, LLC9,469$220K0.15%+42013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp9,432$219K0.01%new13F-HRTimelineGroup
Kaye Capital Management9,206$213K0.09%new13F-HRTimeline
Nalls Sherbakoff Group, LLC9,130$212K0.17%13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC9,119$211K0.12%+3,97013F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,755$203K<0.01%-91313F-HRTimelineGroup
Waverly Advisors, LLC8,643$200K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC8,340$193K0.01%013F-HRTimeline
Friedenthal Financial8,264$192K0.11%-71813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC7,397$172K0.05%-49013F-HRTimeline
Topsail Wealth Management, LLC6,390$148K0.03%013F-HRTimeline
MorganRosel Wealth Management, LLC5,510$128K0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,000$116K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA4,996$116K0.01%+413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,928$115K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,809$88.3K<0.01%+1,22313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,905$67.4K<0.01%new13F-HRTimelineGroup
United Community Bankin group United Community Bank2,200$51K0.02%013F-HRTimelineGroup
Aptus Capital Advisors, LLC2,021$46.9K<0.01%+45013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,021$46.9K<0.01%+45013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,783$41.3K0.02%013F-HRTimeline
Sarver Vrooman Wealth Advisors1,227$28.5K0.02%13F-HRTimeline
ATWOOD & PALMER INC1,000$23.2K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…645$15K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC476$11.1K<0.01%+713F-HR/ATimeline
Anchor Investment Management, LLC400$9.28K<0.01%013F-HRTimeline
EASTERN BANK313$7.26K<0.01%013F-HRTimeline
AE Wealth Management LLC286$6.62K<0.01%-78813F-HRTimeline
Aspect Partners, LLC273$6.33K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC206$4.78K<0.01%new13F-HRTimelineGroup
WOLFF WIESE MAGANA LLC174$4.04K<0.01%013F-HRTimeline
Independence Bank of Kentucky101$2.34K<0.01%013F-HRTimeline
Mattson Financial Services, LLC97$2.25K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.