News + Filings Key Docs Ownership
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INVESCO EXCH TRD SLF IDX FD (BSCN)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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Lido Advisors, LLC
| 8,932,119 | -625,950 | 189,092,986,000 | 1.35 | |
Hist
| 06/30/2023 |
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MILESTONE ASSET MANAGEMENT, LLC
| 5,127,665 | 5,127,665 | 108,552,671,000 | 47.89 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 4,603,189 | 1,204,788 | 97,035,224,000 | 0.08 | |
Hist
| 03/31/2023 |
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Foundations Investment Advisors, LLC
| 4,368,973 | 4,368,973 | 92,753,291,000 | 2.86 | |
Hist
| 09/30/2023 |
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MORGAN STANLEY
| 3,657,352 | -1,358,711 | 77,426,160,000 | 0.01 | |
Hist
| 06/30/2023 |
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HM PAYSON & CO
| 3,129,446 | 80,615 | 66,250,374,000 | 1.49 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 3,060,313 | -452,513 | 64,786,843,000 | 0.02 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 2,379,606 | -221,003 | 50,376,265,000 | 0.01 | |
Hist
| 06/30/2023 |
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JANE STREET GROUP, LLC
| 1,889,261 | 1,635,461 | 39,995,655,000 | 0.01 | |
Hist
| 06/30/2023 |
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Brookstone Capital Management
| 1,727,951 | -105,509 | 36,615,272,000 | 0.74 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 1,652,933 | -217,752 | 34,992,592,000 | 0.01 | |
Hist
| 06/30/2023 |
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Motley Fool Wealth Management, LLC
| 1,646,822 | 45,014 | 34,863,228,000 | 2.05 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 1,620,313 | -109,504 | 34,286,991,000 | 0.01 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 1,483,513 | 498,329 | 31,124,142,000 | 0.06 | |
Hist
| 12/31/2022 |
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EASTERN BANK
| 1,140,847 | -90,555 | 23,935,022,000 | 1.28 | |
Hist
| 12/31/2022 |
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RAYMOND JAMES & ASSOCIATES
| 1,139,784 | -88,623 | 23,912,732,000 | 0.02 | |
Hist
| 12/31/2022 |
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ADVISOR GROUP HOLDINGS, INC.
| 973,732 | 104,082 | 20,613,820,000 | | |
Hist
| 06/30/2023 |
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Integrated Wealth Concepts LLC
| 967,678 | -187,421 | 20,485,746,000 | 0.35 | |
Hist
| 06/30/2023 |
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Invesco Ltd.
| 840,551 | 144,751 | 17,794,460,000 | 0.00 | |
Hist
| 06/30/2023 |
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Waycross Investment Management Co
| 777,415 | -6,257 | 16,387,900,000 | 16.40 | |
Hist
| 03/31/2023 |
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Mariner, LLC
| 751,111 | 94,852 | 15,900,683,000 | 0.04 | |
Hist
| 06/30/2023 |
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WEALTHSOURCE PARTNERS, LLC
| 735,933 | 442,913 | 15,439,865,000 | 1.09 | |
Hist
| 12/31/2022 |
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ROYAL BANK OF CANADA
| 670,471 | -268,669 | 14,194,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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KIRR MARBACH & CO LLC /IN/
| 634,889 | 356,851 | 13,440,601,000 | 3.71 | |
Hist
| 06/30/2023 |
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SENTINEL PENSION ADVISORS INC
| 603,814 | 17,559 | 12,668,025,000 | 3.97 | |
Hist
| 12/31/2022 |
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TLWM
| 584,881 | 165,319 | 12,381,897,000 | 3.57 | |
Hist
| 06/30/2023 |
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Jaffetilchin Investment Partners, LLC
| 569,148 | 139,649 | 12,048,869,000 | 1.27 | |
Hist
| 06/30/2023 |
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Resonant Capital Advisors, LLC
| 569,408 | 526,967 | 11,946,180,000 | 1.49 | |
Hist
| 12/31/2022 |
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TRUIST FINANCIAL CORP
| 531,719 | 531,719 | 11,155,470,000 | 0.02 | |
Hist
| 12/31/2022 |
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Legacy Private Trust Co.
| 522,869 | -6,100 | 11,069,136,000 | 0.92 | |
Hist
| 06/30/2023 |
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STEPHENS INC /AR/
| 514,179 | 62,579 | 10,885,160,000 | 0.20 | |
Hist
| 06/30/2023 |
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Baird Financial Group, Inc.
| 476,181 | 313,179 | 10,080,752,000 | 0.03 | |
Hist
| 06/30/2023 |
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Cornerstone Wealth Management, LLC
| 475,187 | 1,404 | 10,059,704,000 | 0.90 | |
Hist
| 06/30/2023 |
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Strategic Family Wealth Counselors, L.L.C.
| 475,127 | 5,801 | 10,058,434,000 | 4.62 | |
Hist
| 06/30/2023 |
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Atria Wealth Solutions, Inc.
| 445,545 | 58,961 | 9,432,199,000 | 0.13 | |
Hist
| 06/30/2023 |
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