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Disclosery

BSJQ INVESCO EXCH TRD SLF IDX FD

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INVSCO BLSH 26 (fund)

179 managers (180 13F filers) reported a position in BSJQ shares at 2025-06-30, 30,013,170 shares in all. 18 filers opened a position and 11 filers sold out during the quarter.

Managers
179
13F filers
180
New
18
Added
77
Reduced
57
Sold out
11
Shares held by filers
30,013,170

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
UBS Group AGin group UBS Group AG2,331,214$54.4M0.01%+85,25413F-HRTimelineGroup
Mirador Capital Partners LP2,075,834$48.4M7.87%+474,72313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,558,291$36.4M0.01%-609,81913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,522,131$35.5M<0.01%-58,36313F-HRTimelineGroup
LPL Financial LLC1,507,539$35.2M0.01%+287,57213F-HRTimeline
Cetera Investment Advisers1,353,088$31.6M0.05%-45,60313F-HRTimeline
Ashton Thomas Private Wealth, LLC1,082,054$25.2M0.89%-41,32213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,052,414$24.6M0.01%-6,76213F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC823,523$19.2M1.26%+8,95513F-HRTimeline
Legacy Financial Group LLC722,580$16.9M2.35%-35,98913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC683,504$15.9M<0.01%-3,66213F-HRTimelineGroup
Larson Financial Group LLC568,763$13.3M0.53%+1,79713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.547,041$12.8M0.02%+198,82713F-HR/ATimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …488,549$11.4M0.14%+467,17513F-HR/ATimelineGroup
Delta Investment Management, LLC484,033$11.3M2.17%+160,89013F-HRTimeline
Ironwood Financial, llc466,126$10.8M2.32%013F-HRTimeline
CWM, LLCin group CWM, LLC439,721$10.3M0.04%-53,49413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/422,772$9.86M<0.01%+3,40213F-HRTimelineGroup
Advisory Alpha, LLC422,336$9.85M0.31%+56,01013F-HRTimeline
Mariner, LLCin group Mariner, LLC373,124$8.7M0.01%new13F-HRTimelineGroup
Atria Investments, Inc372,870$8.7M0.1%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…347,693$8.11M0.07%-10,96813F-HRTimelineGroup
Avior Wealth Management, LLC343,851$8.02M0.28%+9,16413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC329,478$7.69M1.97%+84,57913F-HRTimeline
Verity Asset Management, Inc.328,992$7.68M3.67%+56,60613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV328,423$7.66M0.02%-6,68813F-HRTimeline
SFE Investment Counsel316,978$7.4M1.3%-8,56013F-HRTimeline
Tyler-Stone Wealth Management284,051$6.63M1.07%+51,31613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC282,299$6.59M0.01%+33,70213F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.282,006$6.57M5.42%+12,06913F-HRTimeline
Leo Wealth, LLC252,279$5.89M0.46%new13F-HRTimeline
MML INVESTORS SERVICES, LLC246,486$5.75M0.02%+10,98013F-HRTimeline
IHT Wealth Management, LLC236,273$5.51M0.15%+5,40913F-HRTimeline
Intrua Financial, LLC236,040$5.51M0.79%-6,52813F-HRTimeline
ROVIN CAPITAL /UT/ /ADV220,261$5.14M1.56%+10,03613F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA210,756$4.92M1.07%+12,34113F-HRTimeline
Oder Investment Management, LLC196,528$4.59M3.46%+13,35613F-HRTimeline
Integrated Wealth Concepts LLC177,751$4.15M0.04%-16,04913F-HRTimeline
River Street Advisors LLC177,493$4.14M1.78%-22,12513F-HRTimeline
HUB Investment Partners, LLC170,492$3.98M0.14%-13,31713F-HRTimeline
NorthCoast Asset Management LLC167,926$3.92M0.02%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC166,255$3.88M<0.01%+7,17913F-HRTimelineGroup
Prospera Financial Services Inc161,951$3.78M0.07%+4,12013F-HRTimeline
RPg Family Wealth Advisory, LLC159,685$3.73M0.99%+8,02213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP152,060$3.55M<0.01%+16,33613F-HRTimelineGroup
Private Advisor Group, LLC151,659$3.54M0.02%+10,02713F-HRTimeline
Stablepoint Partners, LLC150,244$3.51M0.6%+10,13313F-HRTimeline
49 WEALTH MANAGEMENT, LLC146,828$3.43M0.36%+2,70313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.144,281$3.37M<0.01%+32,76313F-HRTimelineGroup
Foundations Investment Advisors, LLC139,695$3.26M0.05%+9,56313F-HRTimeline
Compound Planning, Inc.138,964$3.24M0.12%+64,47713F-HRTimeline
EVEXIA WEALTH LLC127,384$2.98M0.94%-15,54913F-HRTimeline
Horizons Wealth Management112,815$2.63M1.9%+1,99413F-HRTimeline
Glass Jacobson Investment Advisors llc106,229$2.48M0.95%+30,88913F-HRTimeline
Camelot Portfolios, LLC105,806$2.47M1.48%-6,57213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC104,904$2.45M<0.01%-199,52913F-HRTimelineGroup
Pacific Wealth Strategies Group, Inc.100,717$2.35M1.54%+23,21213F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC99,520$2.32M1.17%+26113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP97,070$2.26M<0.01%+5,00913F-HRTimelineGroup
Paradiem, LLC94,964$2.22M0.56%-813F-HRTimeline
Northwest Bancshares, Inc.93,928$2.19M0.38%+1,08413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA87,631$2.04M<0.01%-75,48613F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC85,535$2M0.01%+46,20313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC80,185$1.87M0.01%+3,15013F-HRTimelineGroup
S.E.E.D. Planning Group LLC72,794$1.7M0.53%+3,15213F-HRTimeline
Vantage Point Financial LLC70,807$1.65M0.72%-26313F-HRTimeline
AA Financial Advisors, LLC70,627$1.65M0.36%+1,84313F-HRTimeline
Strait & Sound Wealth Management LLC63,678$1.49M0.63%+17,54913F-HRTimeline
Altrius Capital Management Inc63,468$1.48M0.35%-4,03713F-HRTimeline
NewEdge Advisors, LLC62,655$1.46M0.01%-2,78313F-HRTimeline
Werba Rubin Papier Wealth Management61,696$1.44M0.27%+11113F-HRTimeline
TD Waterhouse Canada Inc.59,268$1.38M0.01%+24,46813F-HRTimeline
Orion Porfolio Solutions, LLC57,935$1.35M0.01%+6,05913F-HR/ATimeline
Segment Wealth Management, LLC57,422$1.34M0.09%-1,12013F-HRTimeline
Geneos Wealth Management Inc.57,375$1.34M0.03%-54,76713F-HRTimeline
OLD MISSION CAPITAL LLC55,679$1.3M0.03%new13F-HRTimeline
Ledgewood Wealth Advisors, LLC54,485$1.27M0.8%+12513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.54,233$1.27M0.01%-24113F-HRTimeline
Atria Wealth Solutions, Inc.53,655$1.25M0.03%-26,66713F-HRTimeline
Allworth Financial LP52,787$1.23M0.01%013F-HRTimeline
Sound Stewardship, LLC50,740$1.18M0.61%+55413F-HRTimeline
FCA CORP /TX50,612$1.18M0.35%+1,21213F-HRTimeline
MGO ONE SEVEN LLC49,890$1.16M0.04%+10,64713F-HRTimeline
Carnegie Investment Counsel49,615$1.16M0.02%-3,17513F-HRTimeline
Strategic Blueprint, LLC47,316$1.1M0.05%+14,15713F-HRTimeline
Key Financial Inc46,168$1.08M0.22%013F-HRTimeline
Wealthspire Retirement, LLC45,879$1.07M0.07%+1,51013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC45,180$1.05M<0.01%+1,94413F-HRTimelineGroup
Cambridge Investment Research Advisors,…44,299$1.03M<0.01%+13,07013F-HRTimeline
Ballew Advisors, Inc42,049$982K0.58%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC40,476$944K0.47%-3,26813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC40,397$942K0.03%+23213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…37,637$879K<0.01%-7,14513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.37,579$877K0.01%-3,11513F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd37,449$874K0.02%new13F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC34,827$813K0.55%-1,97713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…33,783$788K<0.01%+21,20613F-HR/ATimelineGroup
Gradient Investments LLCin group Gradient Investments LLC33,136$773K0.01%+92913F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding32,773$767K+22,933Timeline
Empirical Financial Services, LLC d.b.a…32,356$755K0.02%+76313F-HRTimeline
Hennion & Walsh Asset Management, Inc.30,795$718K0.03%-1,36213F-HRTimeline
HB Wealth Management, LLC29,869$697K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,724$693K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.29,635$691K0.01%-2,05013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,496$688K<0.01%new13F-HRTimelineGroup
VestGen Advisors, LLC28,665$669K0.03%+29013F-HRTimeline
Janney Montgomery Scott LLC26,230$612K<0.01%-3,89613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management26,153$610K0.01%-3,40613F-HRTimelineGroup
IRON Financial LLC25,719$600K0.32%+15113F-HRTimeline
Meriwether Wealth & Planning, LLC25,258$589K0.37%+81513F-HRTimeline
Insight Wealth Partners, LLC24,586$574K0.32%-547,11913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…24,402$569K0.01%-9,09413F-HRTimelineGroup
FF Advisors,LLC22,250$519K0.27%013F-HRTimeline
Private Advisory Group LLC21,015$490K0.05%-95613F-HRTimeline
AlphaStar Capital Management, LLC21,009$490K0.03%+56913F-HRTimeline
4Thought Financial Group Inc.20,993$490K0.26%-66113F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.20,907$488K0.13%+1,59013F-HRTimeline
BXM Wealth LLC20,384$476K0.57%+4,62513F-HRTimeline
SHUFRO ROSE & CO LLC20,500$475K0.04%013F-HRTimeline
MONECO ADVISORS, LLC19,691$459K0.04%-3,76813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.19,042$444K<0.01%-3,34813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS18,997$443K<0.01%-249,47313F-HRTimeline
Astoria Portfolio Advisors LLC.18,946$441K0.12%new13F-HRTimeline
Net Worth Advisory Group17,867$417K0.09%+3,35313F-HRTimeline
Quad-Cities Investment Group, LLC17,839$416K0.19%+27113F-HRTimeline
Valtinson Bruner Financial Planning LLC17,357$405K0.13%+47213F-HRTimeline
CHATHAM CAPITAL GROUP, INC.17,000$397K0.06%013F-HRTimeline
Koss-Olinger Consulting, LLC16,687$389K0.03%-1,14813F-HRTimeline
COMERICA BANK16,296$380K<0.01%+50113F-HRTimeline
Steward Partners Investment Advisory, L…15,684$366K<0.01%-55,36213F-HRTimeline
CRA Financial Services, LLC15,572$363K0.06%+1,52213F-HRTimeline
RFG Advisory, LLC15,300$357K0.01%-92313F-HRTimeline
Mutual Advisors, LLC14,633$341K0.01%-49713F-HRTimeline
AdvisorNet Financial, Inc13,887$324K0.02%-6513F-HRTimeline
Arete Wealth Advisors, LLC13,013$304K0.02%013F-HRTimeline
Farther Finance Advisors, LLC12,952$302K0.01%new13F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…12,725$297K0.12%-10,89313F-HRTimeline
WESPAC Advisors, LLC12,410$290K0.2%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,906$278K0.01%+44913F-HRTimeline
RETIREMENT GUYS FORMULA LLC11,771$275K0.1%-40013F-HRTimeline
GAMMA Investing LLC11,619$271K0.02%-33,10213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,637$248K<0.01%+1,88213F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,450$244K0.01%+1,01813F-HRTimelineGroup
BCS Wealth Management9,967$233K0.05%new13F-HRTimeline
PRIVATE TRUST CO NA9,713$227K0.02%+4,71713F-HRTimeline
Meridian Financial Advisors, LLC9,469$221K0.14%013F-HRTimeline
Nalls Sherbakoff Group, LLC9,466$221K0.16%+33613F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC8,988$210K0.11%-13113F-HRTimeline
Waverly Advisors, LLC8,979$209K<0.01%+33613F-HRTimeline
Dynamic Advisor Solutions LLC8,751$204K0.01%-88813F-HRTimeline
CoreCap Advisors, LLC8,340$195K0.01%013F-HRTimeline
Friedenthal Financial8,032$187K0.1%-23213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC7,266$170K0.04%-13113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,284$147K<0.01%+1,35613F-HRTimelineGroup
MorganRosel Wealth Management, LLC5,510$129K0.04%013F-HRTimeline
Asset Dedication, LLC3,950$92.2K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,809$88.9K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC2,796$65.2K<0.01%13F-HRTimeline
ALERUS FINANCIAL NA2,570$60K<0.01%new13F-HRTimeline
United Community Bankin group United Community Bank2,200$51.3K0.02%013F-HRTimelineGroup
Aptus Capital Advisors, LLC2,021$47.1K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,021$47.1K<0.01%013F-HRTimeline
WFA of San Diego, LLC1,810$42.2K0.03%13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,783$41.6K0.02%013F-HRTimeline
Sarver Vrooman Wealth Advisors1,227$28.6K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,047$24.4K<0.01%new13F-HRTimelineGroup
ATWOOD & PALMER INC1,000$23.3K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…645$15K0.01%013F-HRTimeline
FMR LLCin group FMR LLC568$13.3K<0.01%+36213F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC484$11.3K<0.01%+813F-HRTimeline
Arax Advisory Partners416$9.71K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC400$9.33K<0.01%013F-HRTimeline
EASTERN BANK313$7.3K<0.01%013F-HRTimeline
AE Wealth Management LLC286$6.68K<0.01%013F-HRTimeline
Aspect Partners, LLC273$6.37K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC129$3.01K<0.01%-4513F-HRTimeline
Independence Bank of Kentucky101$2.36K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC87$2.03K<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.