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Disclosery

BSJQ INVESCO EXCH TRD SLF IDX FD

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INVSCO BLSH 26 (fund)

181 managers (182 13F filers) reported a position in BSJQ shares at 2025-09-30, 33,014,821 shares in all. 19 filers opened a position and 12 filers sold out during the quarter.

Managers
181
13F filers
182
New
19
Added
89
Reduced
45
Sold out
12
Shares held by filers
33,014,821

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
Mirador Capital Partners LP3,036,943$71.1M10.08%+961,10913F-HRTimeline
UBS Group AGin group UBS Group AG2,406,143$56.3M0.01%+74,92913F-HRTimelineGroup
LPL Financial LLC2,173,724$50.9M0.01%+666,18513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,570,556$36.8M<0.01%+48,42513F-HR/ATimelineGroup
Cetera Investment Advisers1,562,285$36.6M0.04%+209,19713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,348,805$31.6M0.01%-209,48613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,078,413$25.2M0.01%+25,99913F-HRTimelineGroup
Delta Investment Management, LLC1,019,057$23.9M4.27%+535,02413F-HRTimeline
Jaffetilchin Investment Partners, LLC889,853$20.8M1.25%+66,33013F-HRTimeline
Legacy Financial Group LLC732,238$17.1M2.24%+9,65813F-HRTimeline
Ashton Thomas Private Wealth, LLC714,764$16.7M0.43%-367,29013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.678,412$15.9M0.02%+131,37113F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC676,587$15.8M3.8%+347,10913F-HRTimeline
Larson Financial Group LLC547,414$12.8M0.45%-21,34913F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …509,919$11.9M0.13%+21,37013F-HRTimelineGroup
Ironwood Financial, llc472,180$11.1M1.96%+6,05413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/448,745$10.5M<0.01%+25,97313F-HR/ATimelineGroup
Advisory Alpha, LLC429,983$10.1M0.28%+7,64713F-HRTimeline
Mariner, LLCin group Mariner, LLC429,013$10M0.01%+55,88913F-HRTimelineGroup
Atria Investments, Inc426,926$9.99M0.11%+54,05613F-HRTimeline
CWM, LLCin group CWM, LLC423,658$9.92M0.03%-16,06313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV409,781$9.59M0.02%+81,35813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC407,336$9.53M<0.01%-276,16813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…352,314$8.25M0.06%+4,62113F-HRTimelineGroup
Avior Wealth Management, LLC349,977$8.19M0.26%+6,12613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC339,358$7.94M0.01%+234,45413F-HRTimelineGroup
Verity Asset Management, Inc.318,231$7.45M2.43%-10,76113F-HRTimeline
SFE Investment Counsel311,239$7.28M1.16%-5,73913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC292,137$6.84M0.03%+206,60213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC283,795$6.64M0.01%+1,49613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…277,502$6.49M0.18%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC271,484$6.35M0.02%+24,99813F-HRTimeline
IHT Wealth Management, LLC269,734$6.31M0.16%+33,46113F-HRTimeline
ROVIN CAPITAL /UT/ /ADV247,282$5.79M1.6%+27,02113F-HR/ATimeline
Intrua Financial, LLC231,027$5.41M0.63%-5,01313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC221,376$5.18M<0.01%+55,12113F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA212,565$4.98M1.02%+1,80913F-HRTimeline
Oder Investment Management, LLC205,071$4.8M3.45%+8,54313F-HRTimeline
Foundations Investment Advisors, LLC175,354$4.1M0.06%+35,65913F-HRTimeline
MGO ONE SEVEN LLC175,164$4.1M0.09%+125,27413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP172,890$4.04M<0.01%+20,83013F-HRTimelineGroup
HUB Investment Partners, LLC171,016$4M0.15%+52413F-HRTimeline
CHATHAM CAPITAL GROUP, INC.168,050$3.93M0.57%+151,05013F-HRTimeline
NorthCoast Asset Management LLC167,677$3.92M0.02%-24913F-HRTimeline
Integrated Wealth Concepts LLC167,217$3.91M0.03%-10,53413F-HRTimeline
Prospera Financial Services Inc165,913$3.88M0.07%+3,96213F-HRTimeline
Stablepoint Partners, LLC163,747$3.83M0.61%+13,50313F-HRTimeline
Compound Planning, Inc.162,154$3.8M0.12%+23,19013F-HRTimeline
49 WEALTH MANAGEMENT, LLC158,958$3.72M0.35%+12,13013F-HRTimeline
RPg Family Wealth Advisory, LLC158,541$3.71M0.81%-1,14413F-HRTimeline
Private Advisor Group, LLC153,602$3.6M0.02%+1,94313F-HRTimeline
River Street Advisors LLC142,382$3.33M1.29%-35,11113F-HRTimeline
EVEXIA WEALTH LLC134,937$3.16M0.94%+7,55313F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC124,928$2.92M1.34%+25,40813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC123,995$2.9M<0.01%+94,27113F-HRTimelineGroup
Camelot Portfolios, LLC123,629$2.89M1.72%+17,82313F-HRTimeline
Glass Jacobson Investment Advisors llc121,555$2.84M1.03%+15,32613F-HRTimeline
Horizons Wealth Management115,289$2.7M1.85%+2,47413F-HRTimeline
Accurate Wealth Management, LLC112,405$2.63M0.35%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP101,167$2.37M<0.01%+4,09713F-HRTimelineGroup
Pacific Wealth Strategies Group, Inc.100,502$2.35M1.44%-21513F-HRTimeline
Paradiem, LLC94,964$2.22M0.52%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA94,947$2.22M<0.01%+7,31613F-HRTimelineGroup
Northwest Bancshares, Inc.92,035$2.15M0.36%-1,89313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.82,157$1.92M<0.01%-62,12413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC81,529$1.91M0.01%+1,34413F-HRTimelineGroup
TD Waterhouse Canada Inc.78,390$1.84M0.01%+19,12213F-HRTimeline
AA Financial Advisors, LLC77,993$1.83M0.36%+7,36613F-HRTimeline
S.E.E.D. Planning Group LLC75,933$1.78M0.52%+3,13913F-HRTimeline
NewEdge Advisors, LLC75,746$1.77M0.01%+13,09113F-HRTimeline
Strait & Sound Wealth Management LLC73,140$1.71M0.66%+9,46213F-HRTimeline
Geneos Wealth Management Inc.66,793$1.56M0.04%+9,41813F-HRTimeline
Vantage Point Financial LLC66,546$1.56M0.6%-4,26113F-HRTimeline
Orion Porfolio Solutions, LLC63,705$1.49M0.01%+5,77013F-HRTimeline
Werba Rubin Papier Wealth Management61,825$1.45M0.23%+12913F-HRTimeline
Segment Wealth Management, LLC56,502$1.32M0.08%-92013F-HRTimeline
Cambridge Investment Research Advisors,…55,962$1.31M<0.01%+11,66313F-HRTimeline
Altrius Capital Management Inc55,465$1.3M0.3%-8,00313F-HRTimeline
Ledgewood Wealth Advisors, LLC54,605$1.28M0.76%+12013F-HRTimeline
Allworth Financial LP52,987$1.24M0.01%+20013F-HRTimeline
Sound Stewardship, LLC52,813$1.24M0.59%+2,07313F-HRTimeline
Montis Financial, LLC52,429$1.23M0.28%new13F-HRTimeline
OLD MISSION CAPITAL LLC51,032$1.19M0.04%-4,64713F-HRTimeline
Key Financial Inc50,448$1.18M0.22%+4,28013F-HRTimeline
Wealthspire Retirement, LLC45,879$1.07M0.07%013F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC45,180$1.06M<0.01%013F-HRTimelineGroup
Ballew Advisors, Inc42,049$985K0.55%013F-HRTimeline
HB Wealth Management, LLC40,412$946K0.01%+10,54313F-HRTimeline
Carnegie Investment Counsel38,615$904K0.02%-11,00013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…36,710$860K<0.01%-92713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.34,104$798K0.01%-3,47513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC33,940$794K0.02%-6,45713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.32,782$767K0.01%+3,14713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding32,762$765K-11Timeline
Wilkins Miller Wealth Management, LLC32,676$765K0.47%-2,15113F-HRTimeline
Empirical Financial Services, LLC d.b.a…32,348$757K0.02%-813F-HRTimeline
Steward Partners Investment Advisory, L…31,737$743K<0.01%+16,05313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,645$741K0.01%+5,49213F-HRTimelineGroup
Flavin Financial Services, Inc.30,661$718K0.51%new13F-HR/ATimeline
SEMITAM BONAM LLC30,370$711K0.64%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC30,012$702K0.01%-3,12413F-HRTimelineGroup
VestGen Advisors, LLC29,455$689K0.02%+79013F-HRTimeline
Axim Planning & Wealth25,944$607K0.48%new13F-HRTimeline
IRON Financial LLC25,843$605K0.29%+12413F-HRTimeline
Meriwether Wealth & Planning, LLC25,404$595K0.34%+14613F-HRTimeline
SkyView Investment Advisors, LLC25,000$585K0.07%new13F-HRTimeline
Insight Wealth Partners, LLC24,797$580K0.26%+21113F-HRTimeline
Ausdal Financial Partners, Inc.24,539$574K0.03%new13F-HRTimeline
Private Advisory Group LLC24,457$572K0.05%+3,44213F-HRTimeline
Hobbs Group Advisors, LLC23,743$556K0.17%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp22,486$526K0.01%+12,03613F-HRTimelineGroup
Janney Montgomery Scott LLC22,306$522K<0.01%-3,92413F-HRTimeline
FF Advisors,LLC22,250$521K0.25%013F-HRTimeline
Astoria Portfolio Advisors LLC.21,406$501K0.13%+2,46013F-HRTimeline
AlphaStar Capital Management, LLC21,101$494K0.04%+9213F-HRTimeline
4Thought Financial Group Inc.20,950$490K0.25%-4313F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.20,907$489K0.11%013F-HRTimeline
SHUFRO ROSE & CO LLC20,500$475K0.04%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS18,997$445K<0.01%013F-HRTimeline
Valtinson Bruner Financial Planning LLC18,125$424K0.13%+76813F-HRTimeline
Farther Finance Advisors, LLC17,913$419K0.01%+4,96113F-HRTimeline
Net Worth Advisory Group17,650$413K0.12%-21713F-HRTimeline
COMERICA BANK16,809$393K<0.01%+51313F-HRTimeline
Koss-Olinger Consulting, LLC16,687$389K0.03%013F-HRTimeline
BXM Wealth LLC16,577$388K0.37%-3,80713F-HRTimeline
CRA Financial Services, LLC16,012$375K0.05%+44013F-HRTimeline
Modern Wealth Management, LLC15,495$363K0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,325$359K<0.01%+4,68813F-HRTimelineGroup
Quad-Cities Investment Group, LLC15,318$359K0.15%-2,52113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,853$348K0.01%+2,94713F-HRTimeline
Hennion & Walsh Asset Management, Inc.14,764$346K0.01%-16,03113F-HRTimeline
Redhawk Wealth Advisors, Inc.13,861$324K0.04%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…13,640$319K<0.01%-10,76213F-HRTimelineGroup
AdvisorNet Financial, Inc13,607$318K0.02%-28013F-HRTimeline
RFG Advisory, LLC13,445$315K0.01%-1,85513F-HRTimeline
MONECO ADVISORS, LLC13,292$311K0.03%-6,39913F-HRTimeline
Arete Wealth Advisors, LLC13,013$305K0.02%013F-HRTimeline
WESPAC Advisors, LLC12,532$293K0.17%+12213F-HRTimeline
Nalls Sherbakoff Group, LLC12,299$288K0.19%+2,83313F-HRTimeline
RETIREMENT GUYS FORMULA LLC11,771$276K0.1%013F-HRTimeline
BCS Wealth Management10,540$247K0.06%+57313F-HRTimeline
Tassel Capital Management, Inc.10,247$240K0.15%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,103$236K<0.01%+3,81913F-HRTimelineGroup
CoreCap Advisors, LLC9,740$228K0.01%+1,40013F-HRTimeline
PRIVATE TRUST CO NA9,713$227K0.02%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,599$225K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC9,599$224K<0.01%-5,03413F-HRTimeline
Meridian Financial Advisors, LLC9,469$222K0.12%013F-HRTimeline
Claro Advisors Inc.9,104$213K0.03%new13F-HRTimeline
Waverly Advisors, LLC8,764$205K<0.01%-21513F-HRTimeline
Dynamic Advisor Solutions LLC8,751$205K0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC8,730$204K0.1%-25813F-HRTimeline
Friedenthal Financial7,719$181K0.09%-31313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC7,266$170K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,402$150K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,342$102K<0.01%+53313F-HRTimelineGroup
Asset Dedication, LLC3,950$92.5K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,533$82.7K<0.01%-15,50913F-HRTimelineGroup
Advisory Services Network, LLC2,928$68.5K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC2,796$65.4K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA2,570$60.2K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank2,200$51.5K0.02%013F-HRTimelineGroup
BALLAST ADVISORS LLC2,060$48.2K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC2,021$47.3K<0.01%013F-HRTimeline
CX Institutional1,977$46K<0.01%new13F-HRTimeline
WFA of San Diego, LLC1,938$45.4K0.03%+12813F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,783$41.7K0.02%013F-HRTimeline
GAMMA Investing LLC1,290$30.2K<0.01%-10,32913F-HRTimeline
Sarver Vrooman Wealth Advisors1,227$28.7K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,047$24.5K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO802$18.8K<0.01%new13F-HR/ATimelineGroup
Bradley & Co. Private Wealth Management…645$15.1K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC492$11.5K<0.01%+813F-HRTimeline
Anchor Investment Management, LLC400$9.36K<0.01%013F-HRTimeline
EASTERN BANK313$7.33K<0.01%013F-HRTimeline
Aspect Partners, LLC273$6.39K<0.01%013F-HRTimeline
AE Wealth Management LLC242$5.66K<0.01%-4413F-HRTimeline
WOLFF WIESE MAGANA LLC129$3.02K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC128$3K<0.01%-44013F-HRTimelineGroup
Independence Bank of Kentucky101$2.36K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC88$2.06K<0.01%+113F-HRTimeline