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Disclosery

BSJQ INVESCO EXCH TRD SLF IDX FD

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INVSCO BLSH 26 (fund)

197 managers (197 13F filers) reported a position in BSJQ shares at 2025-12-31, 34,275,556 shares in all. 19 filers opened a position and 16 filers sold out during the quarter.

Managers
197
13F filers
197
New
19
Added
82
Reduced
67
Sold out
16
Shares held by filers
34,275,556

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
Mirador Capital Partners LP3,330,117$77.7M10.65%+293,17413F-HRTimeline
LPL Financial LLC2,389,972$55.8M0.02%+216,24813F-HRTimeline
UBS Group AGin group UBS Group AG2,365,051$55.2M0.01%-41,09213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,549,518$36.2M<0.01%-21,03813F-HR/ATimelineGroup
Cetera Investment Advisers1,198,512$28M0.03%-363,77313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,116,321$26.1M0.01%-232,48413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,033,370$24.1M<0.01%-45,04313F-HRTimelineGroup
Delta Investment Management, LLC992,580$23.2M4.02%-26,47713F-HRTimeline
Jaffetilchin Investment Partners, LLC906,565$21.2M1.24%+16,71213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC735,538$17.2M3.94%+58,95113F-HRTimeline
Ashton Thomas Private Wealth, LLC715,471$16.7M0.41%+70713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.669,888$15.6M0.02%-8,52413F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …539,160$12.6M0.11%+29,24113F-HRTimelineGroup
Larson Financial Group LLC517,592$12.1M0.4%-29,82213F-HRTimeline
Atria Investments, Inc497,895$11.6M0.13%+70,96913F-HRTimeline
Mariner, LLCin group Mariner, LLC461,927$10.8M0.01%+32,91413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/447,508$10.4M<0.01%-1,23713F-HRTimelineGroup
Cornerstone Planning, LLC436,296$10.2M2.37%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV435,713$10.2M0.02%+25,93213F-HRTimeline
Advisory Alpha, LLC428,950$10M0.27%-1,03313F-HRTimeline
Ironwood Financial, llc426,770$9.96M1.69%-45,41013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…408,944$9.54M0.06%+56,63013F-HRTimelineGroup
Parkway Wealth Management Group, LLC387,381$9.04M1.21%13F-HRTimeline
Leo Wealth, LLC363,358$8.48M0.62%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC352,683$8.23M0.03%+60,54613F-HRTimelineGroup
Avior Wealth Management, LLC351,032$8.19M0.26%+1,05513F-HRTimeline
IHT Wealth Management, LLC344,061$8.03M0.2%+74,32713F-HRTimeline
Legacy Financial Group LLC335,035$7.8M0.96%-397,20313F-HRTimeline
Verity Asset Management, Inc.308,433$7.2M3.09%-9,79813F-HRTimeline
MML INVESTORS SERVICES, LLC302,627$7.06M0.02%+31,14313F-HRTimeline
SFE Investment Counsel300,632$7.02M1.09%-10,60713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC299,198$6.98M0.01%+15,40313F-HRTimeline
CWM, LLCin group CWM, LLC298,271$6.96M0.02%-125,38713F-HRTimelineGroup
BANTA ASSET MANAGEMENT LP293,985$6.86M6.26%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC279,064$6.51M<0.01%+57,68813F-HRTimelineGroup
Ark Wealth Advisors LLC277,039$6.47M6.96%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA231,893$5.41M1.08%+19,32813F-HRTimeline
ROVIN CAPITAL /UT/ /ADV215,408$5.03M1.33%-31,87413F-HRTimeline
Oder Investment Management, LLC203,835$4.76M3.45%-1,23613F-HRTimeline
Intrua Financial, LLC201,095$4.69M0.51%-29,93213F-HRTimeline
MGO ONE SEVEN LLC199,664$4.66M0.1%+24,50013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP192,645$4.5M<0.01%+19,75513F-HRTimelineGroup
Foundations Investment Advisors, LLC180,803$4.22M0.06%+5,44913F-HRTimeline
Stablepoint Partners, LLC180,256$4.21M0.66%+16,50913F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC178,097$4.16M1.82%+53,16913F-HRTimeline
CHATHAM CAPITAL GROUP, INC.177,299$4.14M0.59%+9,24913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP172,510$4.03M<0.01%+71,34313F-HRTimelineGroup
Prospera Financial Services Inc169,882$3.97M0.07%+3,96913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth169,490$3.96M<0.01%new13F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC168,676$3.94M0.74%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC166,212$3.88M0.32%+7,25413F-HRTimeline
Integrated Wealth Concepts LLC159,079$3.71M0.04%-8,13813F-HRTimeline
RPg Family Wealth Advisory, LLC155,245$3.62M0.8%-3,29613F-HRTimeline
HB Wealth Management, LLC153,494$3.58M0.02%+113,08213F-HRTimeline
Private Advisor Group, LLC150,472$3.51M0.02%-3,13013F-HRTimeline
Accurate Wealth Management, LLC137,514$3.21M0.41%+25,10913F-HRTimeline
Glass Jacobson Investment Advisors llc136,955$3.2M1.15%+15,40013F-HRTimeline
River Street Advisors LLC132,921$3.1M1.16%-9,46113F-HRTimeline
Pacific Wealth Strategies Group, Inc.125,580$2.93M1.66%+25,07813F-HRTimeline
BETO FINANCIAL GROUP, LLC125,896$2.93M1.98%13F-HRTimeline
HUB Investment Partners, LLC125,392$2.93M0.08%-45,62413F-HRTimeline
Horizons Wealth Management120,490$2.81M1.87%+5,20113F-HRTimeline
Camelot Portfolios, LLC106,704$2.49M1.54%-16,92513F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS99,693$2.33M1.22%13F-HRTimeline
Paradiem, LLC94,964$2.22M0.53%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA94,009$2.19M<0.01%-93813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…92,918$2.17M<0.01%new13F-HRTimelineGroup
Northwest Bancshares, Inc.90,831$2.12M0.41%-1,20413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC87,901$2.05M0.01%+6,37213F-HRTimelineGroup
Strait & Sound Wealth Management LLC85,679$2M0.74%+12,53913F-HRTimeline
AA Financial Advisors, LLC85,397$1.99M0.37%+7,40413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.82,636$1.93M<0.01%+47913F-HRTimelineGroup
OLD MISSION CAPITAL LLC80,947$1.89M0.07%+29,91513F-HRTimeline
Independent Wealth Advisors LLC80,156$1.87M1.95%13F-HRTimeline
NewEdge Advisors, LLC76,888$1.79M0.01%+1,14213F-HRTimeline
Orion Porfolio Solutions, LLC72,910$1.7M0.01%+9,20513F-HRTimeline
S.E.E.D. Planning Group LLC71,999$1.68M0.48%-3,93413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC69,661$1.63M<0.01%-337,67513F-HRTimelineGroup
Geneos Wealth Management Inc.67,858$1.58M0.04%+1,06513F-HRTimeline
Vantage Point Financial LLC63,866$1.49M0.53%-2,68013F-HRTimeline
TD Waterhouse Canada Inc.62,369$1.46M0.01%-16,02113F-HRTimeline
Werba Rubin Papier Wealth Management61,989$1.45M0.39%+16413F-HRTimeline
Cambridge Investment Research Advisors,…60,518$1.41M<0.01%+4,55613F-HRTimeline
Montis Financial, LLC58,733$1.37M0.27%+6,30413F-HRTimeline
Key Financial Inc58,568$1.37M0.25%+8,12013F-HRTimeline
Sound Stewardship, LLC56,306$1.31M0.63%+3,49313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC55,940$1.31M<0.01%-68,05513F-HRTimelineGroup
Segment Wealth Management, LLC55,010$1.28M0.07%-1,49213F-HRTimeline
Ledgewood Wealth Advisors, LLC54,719$1.28M0.74%+11413F-HRTimeline
Altrius Capital Management Inc52,955$1.24M0.26%-2,51013F-HRTimeline
EVEXIA WEALTH LLC52,457$1.22M0.34%-82,48013F-HRTimeline
Allworth Financial LP52,384$1.22M0.01%-60313F-HRTimeline
Wealthspire Retirement, LLC47,031$1.1M0.07%+1,15213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC45,180$1.05M<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…44,716$1.04M0.03%-232,78613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…43,504$1.02M<0.01%+6,79413F-HRTimeline
Kovack Advisors, Inc.43,004$1M0.05%new13F-HR/ATimeline
Ballew Advisors, Inc42,049$982K0.55%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management38,344$895K0.01%+6,69913F-HRTimelineGroup
Wagner Wealth Management, Corp35,584$831K0.82%13F-HRTimeline
Ausdal Financial Partners, Inc.34,749$811K0.04%+10,21013F-HRTimeline
J.W. COLE ADVISORS, INC.35,116$805K0.02%+2,33413F-HRTimeline
Empirical Financial Services, LLC d.b.a…33,242$776K0.01%+89413F-HRTimeline
SEMITAM BONAM LLC32,752$764K0.64%+2,38213F-HRTimeline
IRON Financial LLC31,906$745K0.34%+6,06313F-HRTimeline
BXM Wealth LLC31,686$740K0.57%+15,10913F-HRTimeline
Steward Partners Investment Advisory, L…31,052$725K<0.01%-68513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC30,287$707K0.02%-3,65313F-HR/ATimelineGroup
Axim Planning & Wealth29,897$698K0.74%+3,95313F-HRTimeline
Livet Wealth, LLC29,407$686K0.42%13F-HRTimeline
Wilkins Miller Wealth Management, LLC29,351$685K0.41%-3,32513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC28,170$657K0.01%+13,31713F-HRTimeline
Cloud Capital Management, LLC26,496$618K0.29%new13F-HRTimeline
Net Worth Advisory Group25,991$607K0.12%+8,34113F-HRTimeline
Meriwether Wealth & Planning, LLC25,427$593K0.33%+2313F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.25,152$587K0.13%+4,24513F-HRTimeline
SkyView Investment Advisors, LLC25,000$584K0.07%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC24,773$578K0.01%-5,23913F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp24,636$575K0.01%+2,15013F-HRTimelineGroup
Private Advisory Group LLC24,308$567K0.04%-14913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,292$567K<0.01%-9,81213F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding23,377$546K-9,385Timeline
BCS Wealth Management22,932$535K0.05%+12,39213F-HRTimeline
FF Advisors,LLC22,250$519K0.23%013F-HRTimeline
4Thought Financial Group Inc.22,154$517K0.26%+1,20413F-HRTimeline
Flavin Financial Services, Inc.21,714$507K0.35%-8,94713F-HRTimeline
SHUFRO ROSE & CO LLC21,500$502K0.03%+1,00013F-HRTimeline
Beacon Pointe Advisors, LLC20,923$488K<0.01%new13F-HRTimeline
Quad-Cities Investment Group, LLC20,172$471K0.19%+4,85413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,862$464K<0.01%+86513F-HRTimeline
Farther Finance Advisors, LLC19,665$459K<0.01%+1,75213F-HRTimeline
Koss-Olinger Consulting, LLC19,431$454K0.04%+2,74413F-HRTimeline
VestGen Advisors, LLC18,723$437K0.02%-10,73213F-HRTimeline
AlphaStar Capital Management, LLC18,637$435K0.03%-2,46413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …18,185$424K0.04%new13F-HRTimelineGroup
CRA Financial Services, LLC18,151$424K0.06%+2,13913F-HRTimeline
Valtinson Bruner Financial Planning LLC17,902$418K0.12%-22313F-HRTimeline
Janney Montgomery Scott LLC17,578$410K<0.01%-4,72813F-HRTimeline
COMERICA BANK16,809$392K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,025$374K<0.01%+70013F-HRTimelineGroup
Modern Wealth Management, LLC15,503$362K0.01%+813F-HRTimeline
Redhawk Wealth Advisors, Inc.13,818$323K0.04%-4313F-HRTimeline
MONECO ADVISORS, LLC13,635$318K0.03%+34313F-HRTimeline
Tassel Capital Management, Inc.13,547$316K0.19%+3,30013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…13,479$315K<0.01%-16113F-HRTimelineGroup
AdvisorNet Financial, Inc13,272$310K0.02%-33513F-HRTimeline
Arete Wealth Advisors, LLC13,013$304K0.02%013F-HR/ATimeline
Insight Wealth Partners, LLC12,786$298K0.12%-12,01113F-HRTimeline
Rothschild Wealth LLC12,475$291K0.03%new13F-HR/ATimeline
WESPAC Advisors, LLC12,190$285K0.15%-34213F-HRTimeline
Compound Planning, Inc.12,189$284K0.01%-149,96513F-HRTimeline
Claro Advisors Inc.11,597$271K0.04%+2,49313F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC11,425$267K0.12%+2,69513F-HRTimeline
Carnegie Investment Counsel10,965$256K<0.01%-27,65013F-HRTimeline
Nalls Sherbakoff Group, LLC10,834$253K0.18%-1,46513F-HRTimeline
Creative Planningin group Creative Planning9,836$230K<0.01%new13F-HRTimelineGroup
Wealth Quarterback LLC9,721$227K0.08%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,446$220K<0.01%-15313F-HRTimelineGroup
Meridian Financial Advisors, LLC9,219$215K0.12%-25013F-HRTimeline
Waverly Advisors, LLC9,143$213K<0.01%+37913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,000$210K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA8,804$205K0.02%-90913F-HRTimeline
Tennessee Valley Asset Management Partn…8,655$202K0.03%new13F-HRTimeline
Mutual Advisors, LLC8,616$201K<0.01%-98313F-HRTimeline
Farnam Financial LLC8,582$200K0.15%new13F-HRTimeline
Keating Financial Advisory Services, In…7,450$174K0.02%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,402$149K<0.01%013F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,096$119K<0.01%+1,56313F-HRTimelineGroup
Global Retirement Partners, LLC4,762$111K<0.01%+1,96613F-HRTimeline
Asset Dedication, LLC3,950$92.2K0.01%013F-HRTimeline
CoreCap Advisors, LLC3,819$89.1K<0.01%-5,92113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,604$84.1K<0.01%-73813F-HR/ATimelineGroup
FMR LLCin group FMR LLC2,687$62.7K<0.01%+2,55913F-HRTimelineGroup
ALERUS FINANCIAL NA2,570$60K<0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC2,359$55K0.01%-4,90713F-HRTimeline
CX Institutional2,014$47K<0.01%+3713F-HRTimeline
Aptus Capital Advisors, LLC1,999$46.7K<0.01%-2213F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,783$41.6K0.02%013F-HRTimeline
WFA of San Diego, LLC1,780$41.5K0.03%-15813F-HRTimeline
Federation des caisses Desjardins du Qu…1,710$39.9K<0.01%new13F-HRTimeline
Triumph Capital Management1,447$33.8K0.01%new13F-HRTimeline
GAMMA Investing LLC1,402$32.7K<0.01%+11213F-HRTimeline
Sarver Vrooman Wealth Advisors1,227$28.6K0.02%013F-HR/ATimeline
Bradley & Co. Private Wealth Management…645$15.1K0.01%013F-HRTimeline
RHL GROUP, LLC640$14.9K0.01%13F-HRTimeline
CBIZ Investment Advisory Services, LLC499$11.6K<0.01%+713F-HRTimeline
HARBOUR INVESTMENTS, INC.426$9.94K<0.01%new13F-HRTimeline
Arax Advisory Partners421$9.82K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC400$9.34K<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.400$9.33K<0.01%13F-HRTimelineGroup
Aspect Partners, LLC273$6.37K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…200$4.67K<0.01%new13F-HRTimeline
AE Wealth Management LLC184$4.29K<0.01%-5813F-HRTimeline
WOLFF WIESE MAGANA LLC129$3.01K<0.01%013F-HRTimeline
Independence Bank of Kentucky101$2.36K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC90$2.08K<0.01%+213F-HRTimeline
Friedenthal Financial20$467<0.01%-7,69913F-HRTimeline