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Who holds BSMY

INVESCO EXCH TRD SLF IDX FD · 52 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
RAYMOND JAMES FINANCIAL INC280.4K$6.9M0.0%
LPL Financial LLC279.1K$6.9M0.0%
BCS Wealth Management235.0K$5.8M1.0%
CONFLUENCE INVESTMENT MANAGEMENT LLC248.1K$5.6M0.1%
Atlantic Union Bankshares Corp192.7K$4.8M0.1%
Lido Advisors, LLC140.2K$3.5M0.0%
Hills Bank & Trust Co134.1K$3.3M0.1%
NESTEGG ADVISORS, INC.124.0K$3.1M2.2%
BANK OF AMERICA CORP /DE/122.6K$3.0M0.0%
Envision Financial Planning, LLC122.5K$3.0M1.0%
D.A. DAVIDSON & CO.102.3K$2.5M0.0%
Invesco Ltd.96.2K$2.4M0.0%
Kestra Advisory Services, LLC81.7K$2.0M0.0%
MORGAN STANLEY55.8K$1.4M0.0%
MONECO ADVISORS, LLC51.5K$1.3M0.1%
STIFEL FINANCIAL CORP50.9K$1.3M0.0%
OSAIC HOLDINGS, INC.48.9K$1.2M0.0%
Clark Asset Management, LLC46.5K$1.1M0.1%
Elequin Capital, LP42.0K$1.0M0.0%
ENVESTNET ASSET MANAGEMENT INC39.4K$970,8150.0%
Key FInancial Inc35.6K$878,0790.1%
Jacobi Capital Management LLC35.0K$861,5630.0%
PRECEDENT WEALTH PARTNERS, LLC34.2K$842,4340.1%
UBS Group AG29.7K$731,0990.0%
Equitable Holdings, Inc.26.9K$664,1300.0%
Wedmont Private Capital24.4K$598,5400.0%
Sequoia Financial Advisors, LLC24.2K$596,8580.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO22.5K$555,8130.0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC17.5K$430,2810.0%
DWM Financial Group, Inc.17.3K$425,1070.4%
Tassel Capital Management, Inc.16.7K$411,6010.2%
SAX WEALTH ADVISORS, LLC16.6K$403,4800.0%
YARGER WEALTH STRATEGIES, LLC16.0K$393,3340.1%
MML INVESTORS SERVICES, LLC15.2K$374,2630.0%
ROYAL BANK OF CANADA14.8K$364,0000.0%
J.W. COLE ADVISORS, INC.14.3K$351,6050.0%
COMMONWEALTH EQUITY SERVICES, LLC14.1K$346,6200.0%
Addison Advisors LLC14.0K$344,0090.2%
NewEdge Advisors, LLC13.1K$322,9320.0%
JANE STREET GROUP, LLC12.9K$317,4590.0%
KESTRA PRIVATE WEALTH SERVICES, LLC12.9K$317,0160.0%
IFG Advisory, LLC12.6K$311,8050.0%
Bill Few Associates, Inc.9.4K$232,2150.0%
COOKSON PEIRCE & CO INC9.2K$226,0280.0%
CAPTRUST FINANCIAL ADVISORS8.9K$218,4800.0%
Asset Dedication, LLC8.7K$214,1710.0%
JONES FINANCIAL COMPANIES LLLP6.4K$157,5740.0%
Larson Financial Group LLC4.7K$114,9240.0%
IFP Advisors, Inc4.0K$97,3730.0%
First Command Advisory Services, Inc.1.8K$43,8050.0%
FIFTH THIRD BANCORP1.7K$40,7730.0%
Cassaday & Co Wealth Management LLC596$14,6930.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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