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Disclosery

BSJS INVESCO EXCH TRD SLF IDX FD

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INVSCO 28 HYCORP (fund)

103 managers (103 13F filers) reported a position in BSJS shares at 2024-12-31, 7,749,160 shares in all. 26 filers opened a position and 3 filers sold out during the quarter.

Managers
103
13F filers
103
New
26
Added
46
Reduced
17
Sold out
3
Shares held by filers
7,749,160

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC871,556$18.9M0.01%+48,55613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY458,441$9.94M<0.01%+47,16313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC429,770$9.32M<0.01%-21513F-HRTimelineGroup
Cetera Investment Advisers374,362$8.12M0.02%+144,74713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.374,289$8.11M0.08%+44,54813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV354,561$7.69M0.02%-5,63713F-HRTimeline
SFE Investment Counsel346,464$7.51M1.6%+33,58013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN334,124$7.24M<0.01%+59,24813F-HRTimelineGroup
Steward Partners Investment Advisory, L…328,959$7.13M0.06%-54,19213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC272,190$5.9M<0.01%13F-HR/ATimelineGroup
HUB Investment Partners, LLC243,668$5.28M0.22%+4,26313F-HRTimeline
ROVIN CAPITAL /UT/ /ADV194,875$4.22M1.52%+146,24713F-HRTimeline
Advisory Alpha, LLC186,214$4.04M0.14%+54713F-HRTimeline
GPM Growth Investors, Inc.180,931$3.92M1.66%+48,76713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA177,967$3.86M<0.01%+52,87013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC170,047$3.69M<0.01%+15,87713F-HRTimelineGroup
Prospera Financial Services Inc118,596$2.57M0.06%+14,97813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.98,953$2.15M<0.01%-5,83413F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC98,353$2.13M1.15%+18,95813F-HRTimeline
Ironwood Financial, llc84,590$1.83M0.38%+10,02913F-HRTimeline
Retireful, LLC82,411$1.79M1.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP73,355$1.59M<0.01%+53,15513F-HRTimelineGroup
UBS Group AGin group UBS Group AG73,005$1.58M<0.01%+42,40113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC72,521$1.57M<0.01%+15,11613F-HRTimelineGroup
Cambridge Investment Research Advisors,…59,581$1.29M<0.01%-1,50013F-HRTimeline
Independent Advisor Alliance58,270$1.26M0.02%new13F-HRTimeline
OLD MISSION CAPITAL LLC58,186$1.26M0.03%-10,83113F-HRTimeline
ASHTON THOMAS SECURITIES, LLC57,821$1.25M0.34%new13F-HRTimeline
NewEdge Advisors, LLC56,857$1.23M0.01%+1,62013F-HRTimeline
Hennion & Walsh Asset Management, Inc.56,659$1.23M0.06%+21,79813F-HRTimeline
S.E.E.D. Planning Group LLC55,796$1.21M0.4%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC54,594$1.18M<0.01%+26,01313F-HRTimeline
Segment Wealth Management, LLC52,040$1.13M0.08%+18,78013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/49,233$1.07M<0.01%+14,29613F-HRTimelineGroup
FCA CORP /TX49,167$1.07M0.33%-8,68213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS49,130$1.07M<0.01%new13F-HRTimeline
GAMMA Investing LLC46,765$1.01M0.09%+20,93013F-HRTimeline
HARBOUR INVESTMENTS, INC.44,942$974K0.03%+39,14213F-HRTimeline
Vantage Point Financial LLC44,174$958K0.52%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,465$942K<0.01%+7,47713F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…37,769$819K<0.01%+8,41813F-HR/ATimeline
Compound Planning, Inc.37,603$815K0.04%+60413F-HRTimeline
MML INVESTORS SERVICES, LLC36,475$791K<0.01%+9,95213F-HRTimeline
Consolidated Portfolio Review Corp35,561$771K0.12%new13F-HRTimeline
MONECO ADVISORS, LLC34,853$756K0.08%-3,65813F-HR/ATimeline
IMA Advisory Services, Inc.34,012$737K0.09%-3,75313F-HRTimeline
Empirical Financial Services, LLC d.b.a…32,295$700K0.02%+86013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management30,188$654K0.01%+1,19113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,169$654K<0.01%+7,05013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC29,062$630K<0.01%-4,64013F-HRTimelineGroup
Leo Wealth, LLC26,740$580K0.05%new13F-HRTimeline
Integrated Wealth Concepts LLC25,266$548K0.01%new13F-HRTimeline
COMERICA BANK25,024$543K<0.01%+39213F-HR/ATimeline
Siligmueller & Norvid Wealth Advisors L…23,892$518K0.22%13F-HRTimeline
Ledgewood Wealth Advisors, LLC23,820$516K0.33%+55613F-HRTimeline
REBALANCE, LLC23,677$513K0.04%+42913F-HRTimeline
Private Advisory Group LLC23,563$511K0.06%-1013F-HR/ATimeline
Kraft, Davis & Associates, LLC23,165$509K0.15%-2,06213F-HRTimeline
4Thought Financial Group Inc.21,322$462K0.29%+50213F-HRTimeline
Astoria Portfolio Advisors LLC.18,931$413K0.15%new13F-HRTimeline
AlphaStar Capital Management, LLC17,464$379K0.04%-85013F-HRTimeline
Tassel Capital Management, Inc.16,984$368K0.33%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…16,457$357K0.01%+2,40913F-HRTimelineGroup
Koss-Olinger Consulting, LLC16,394$355K0.03%new13F-HRTimeline
Oder Investment Management, LLC15,390$334K0.28%new13F-HRTimeline
Arete Wealth Advisors, LLC15,040$328K0.02%+43913F-HRTimeline
Valtinson Bruner Financial Planning LLC14,877$323K0.11%new13F-HRTimeline
Tyler-Stone Wealth Management13,999$303K0.05%new13F-HRTimeline
Topsail Wealth Management, LLC12,690$275K0.06%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,349$268K<0.01%+2,38213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,200$264K<0.01%+2,60613F-HRTimelineGroup
Foundations Investment Advisors, LLC12,120$263K0.01%-28313F-HRTimeline
Key Financial Inc11,770$255K0.06%+3,87013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,641$252K0.01%+16813F-HRTimelineGroup
Meriwether Wealth & Planning, LLC11,556$251K0.18%13F-HRTimeline
Net Worth Advisory Group11,513$250K0.08%+54613F-HRTimeline
Pacific Wealth Strategies Group, Inc.11,500$249K0.17%013F-HRTimeline
Glass Jacobson Investment Advisors llc11,389$247K0.08%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
J.W. COLE ADVISORS, INC.11,196$243K0.01%new13F-HRTimeline
Strait & Sound Wealth Management LLC10,508$228K0.11%new13F-HRTimeline
SHUFRO ROSE & CO LLC10,000$217K0.02%013F-HRTimeline
Geneos Wealth Management Inc.9,438$205K0.01%new13F-HRTimeline
Larson Financial Group LLC7,679$166K0.01%-36613F-HRTimeline
Horizons Wealth Management4,094$88.8K0.07%+1,88213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,899$84.5K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc2,734$59.3K<0.01%new13F-HRTimeline
Denver PWM, LLC2,300$49.9K0.02%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1,932$41.9K0.02%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,843$40K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,630$35.3K<0.01%+5413F-HRTimelineGroup
Tradewinds Capital Management, LLC1,189$25.8K0.01%-13113F-HRTimeline
Avior Wealth Management, LLC686$14.9K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC450$9.76K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC450$9.76K<0.01%013F-HRTimeline
Anchor Investment Management, LLC425$9.21K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA351$7.61K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC267$5.79K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT250$5.42K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc28$607<0.01%013F-HRTimeline
Missouri Trust & Investment Co23$499<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$22<0.01%-313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Legacy Financial Group LLC22,185$481M+6,28713F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.