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 178 institutions that hold shares in the stock, with a total of 31.8 Million shares, which have been reported (via 13F filing form) to have a value of $741 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,245,960
shares
|
$52.3 Million
0.01% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,168,110
shares
|
$50.5 Million
0.02% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Mirador Capital Partners LP
|
Apr 08, 2025 Q1 2025 |
1,601,111
shares
|
$37.3 Million
6.92% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,580,494
shares
|
$36.8 Million
0.0% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,398,691
shares
|
$32.6 Million
0.07% of portfolio
|
Q1 2025
Added 12.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,219,967
shares
|
$28.4 Million
0.01% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
1,208,421
shares
|
$28.1 Million
12.73% of portfolio
|
Q1 2025
Added 37.74%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
1,123,376
shares
|
$26.2 Million
1.0% of portfolio
|
Q1 2025
Added 71.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,059,176
shares
|
$24.7 Million
0.01% of portfolio
|
Q1 2025
Added 17.2%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
1,037,080
shares
|
$24.2 Million
0.24% of portfolio
|
Q1 2025
Reduced 95.69%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
814,568
shares
|
$19 Million
1.4% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
758,569
shares
|
$17.7 Million
3.1% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
735,307
shares
|
$17.1 Million
0.02% of portfolio
|
Q3 2024
Added 26.99%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
687,166
shares
|
$16 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
571,705
shares
|
$13.3 Million
2.24% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
566,966
shares
|
$13.2 Million
0.62% of portfolio
|
Q1 2025
Added 69.92%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
493,215
shares
|
$11.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
466,126
shares
|
$10.9 Million
2.33% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
419,370
shares
|
$9.77 Million
0.0% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
366,326
shares
|
$8.53 Million
0.29% of portfolio
|
Q1 2025
Added 160.66%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
358,661
shares
|
$8.35 Million
0.07% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
348,214
shares
|
$8.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 23.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
335,111
shares
|
$7.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
334,687
shares
|
$7.79 Million
0.31% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
325,538
shares
|
$7.58 Million
1.58% of portfolio
|
Q1 2025
Reduced 1.3%
|