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 137 institutions that hold shares in the stock, with a total of 14.7 Million shares, which have been reported (via 13F filing form) to have a value of $345 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,115,383
shares
|
$26.1 Million
0.0% of portfolio
|
Q1 2024
Added 123.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
1,029,338
shares
|
$24.1 Million
0.06% of portfolio
|
Q2 2024
Added 17.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,003,411
shares
|
$23.5 Million
0.01% of portfolio
|
Q2 2024
Added 16.16%
|
|
|
Legacy Financial Group LLC
|
Jul 17, 2024 Q2 2024 |
708,081
shares
|
$16.6 Million
3.21% of portfolio
|
Q2 2024
Added 11.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
647,552
shares
|
$15.2 Million
0.0% of portfolio
|
Q2 2024
Added 3.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
579,010
shares
|
$13.6 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
567,162
shares
|
$13.3 Million
2.27% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
507,287
shares
|
$11.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 54.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
447,084
shares
|
$10.5 Million
0.03% of portfolio
|
Q2 2024
Added 38.22%
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
428,302
shares
|
$10 Million
0.05% of portfolio
|
Q2 2024
Added 15.73%
|
|
|
Ironwood Financial, LLC
|
Jul 19, 2024 Q2 2024 |
408,602
shares
|
$9.57 Million
2.12% of portfolio
|
Q2 2024
Added 4.47%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
332,970
shares
|
$7.79 Million
0.0% of portfolio
|
Q2 2024
Added 17.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
332,759
shares
|
$7.79 Million
0.0% of portfolio
|
Q2 2024
Added 2.54%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 05, 2024 Q2 2024 |
320,043
shares
|
$7.49 Million
1.69% of portfolio
|
Q2 2024
Added 3.11%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
318,219
shares
|
$7.45 Million
0.02% of portfolio
|
Q2 2024
Added 23.01%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 29, 2024 Q2 2024 |
270,194
shares
|
$6.33 Million
4.63% of portfolio
|
Q2 2024
Reduced 5.92%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
233,773
shares
|
$5.47 Million
0.27% of portfolio
|
Q2 2024
Added 12.95%
|
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
231,271
shares
|
$5.41 Million
0.21% of portfolio
|
Q2 2024
Added 6.08%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
215,659
shares
|
$5.05 Million
0.07% of portfolio
|
Q2 2024
Reduced 12.2%
|
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
187,335
shares
|
$4.39 Million
0.14% of portfolio
|
Q2 2024
Added 19.21%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
176,284
shares
|
$4.13 Million
0.16% of portfolio
|
Q2 2024
Added 16.18%
|
|
|
Rovin Capital
|
Jul 18, 2024 Q2 2024 |
164,921
shares
|
$3.86 Million
1.58% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Gpm Growth Investors, Inc.
|
Aug 02, 2024 Q2 2024 |
159,067
shares
|
$3.72 Million
1.63% of portfolio
|
Q2 2024
Reduced 38.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
156,450
shares
|
$3.66 Million
0.01% of portfolio
|
Q2 2024
Reduced 17.33%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
153,424
shares
|
$3.59 Million
0.01% of portfolio
|
Q2 2024
Added 36.93%
|