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 192 institutions that hold shares in the stock, with a total of 33.6 Million shares, which have been reported (via 13F filing form) to have a value of $786 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
|
$71.1 Million
10.48% of portfolio
|
Q3 2025
Added 46.3%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,331,214
shares
|
$54.6 Million
0.01% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,173,724
shares
|
$50.9 Million
0.02% of portfolio
|
Q3 2025
Added 44.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,558,291
shares
|
$36.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.13%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,522,131
shares
|
$35.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,353,088
shares
|
$31.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,052,414
shares
|
$24.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,019,057
shares
|
$23.9 Million
5.58% of portfolio
|
Q3 2025
Added 110.53%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
823,523
shares
|
$19.3 Million
1.29% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
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%
|
|
|
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
|
Aug 08, 2025 Q2 2025 |
568,763
shares
|
$13.3 Million
0.54% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
547,041
shares
|
$12.8 Million
0.02% of portfolio
|
Q2 2025
Added 124.95%
|
|
|
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
|
$11.1 Million
1.97% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
429,983
shares
|
$10.1 Million
0.28% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
426,926
shares
|
$9.99 Million
0.12% of portfolio
|
Q3 2025
Added 14.5%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
423,658
shares
|
$9.92 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
422,772
shares
|
$9.9 Million
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
407,336
shares
|
$9.54 Million
0.0% of portfolio
|
Q3 2025
Reduced 40.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
373,124
shares
|
$8.73 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
347,693
shares
|
$8.14 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
343,851
shares
|
$8.05 Million
0.29% of portfolio
|
Q2 2025
Added 2.74%
|