Institutional Ownership Invesco Etsf Fd Tr Bulletshare (BSJQ)
This table provides information about the institutional ownership of Invesco Etsf Fd Tr Bulletshare (BSJQ). We have compiled data on the 193 institutions that hold shares in the stock, with a total of 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $810 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
3,036,943
shares
|
$71 Million
10.48% of portfolio
|
Q3 2025
Added 46.3%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,406,143
shares
|
$56.2 Million
0.01% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,173,724
shares
|
$50.8 Million
0.02% of portfolio
|
Q3 2025
Added 44.19%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,570,556
shares
|
$36.7 Million
0.0% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,562,285
shares
|
$36.5 Million
0.05% of portfolio
|
Q3 2025
Added 15.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,348,805
shares
|
$31.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,078,413
shares
|
$25.2 Million
0.0% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,019,057
shares
|
$23.8 Million
5.58% of portfolio
|
Q3 2025
Added 110.53%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
889,853
shares
|
$20.8 Million
1.28% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
735,307
shares
|
$17.2 Million
0.02% of portfolio
|
Q3 2024
Added 26.99%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
722,580
shares
|
$16.9 Million
2.85% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
714,764
shares
|
$16.7 Million
0.43% of portfolio
|
Q3 2025
Reduced 33.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
678,412
shares
|
$15.9 Million
0.02% of portfolio
|
Q3 2025
Added 24.01%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
676,587
shares
|
$15.8 Million
3.87% of portfolio
|
Q3 2025
Added 105.35%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
547,414
shares
|
$12.8 Million
0.47% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
509,919
shares
|
$11.9 Million
0.13% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
472,180
shares
|
$11 Million
1.97% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
448,745
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
429,983
shares
|
$10 Million
0.28% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
429,013
shares
|
$10 Million
0.01% of portfolio
|
Q3 2025
Added 14.98%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
426,926
shares
|
$9.98 Million
0.12% of portfolio
|
Q3 2025
Added 14.5%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
423,658
shares
|
$9.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
409,781
shares
|
$9.58 Million
0.02% of portfolio
|
Q3 2025
Added 24.77%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
407,336
shares
|
$9.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 40.4%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
352,314
shares
|
$8.23 Million
0.06% of portfolio
|
Q3 2025
Added 1.33%
|
|