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 |
|---|---|---|---|---|---|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
158,541
shares
|
$3.71 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
151,659
shares
|
$3.55 Million
0.02% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
144,281
shares
|
$3.38 Million
0.0% of portfolio
|
Q2 2025
Added 29.38%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
142,382
shares
|
$3.33 Million
1.29% of portfolio
|
Q3 2025
Reduced 19.78%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Nov 12, 2025 Q3 2025 |
134,937
shares
|
$3.16 Million
0.94% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
124,928
shares
|
$2.92 Million
1.36% of portfolio
|
Q3 2025
Added 25.53%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
121,555
shares
|
$2.85 Million
1.03% of portfolio
|
Q3 2025
Added 14.43%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
115,289
shares
|
$2.7 Million
1.85% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
112,405
shares
|
$2.63 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
105,806
shares
|
$2.48 Million
1.51% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
104,904
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 65.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
101,167
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
100,515
shares
|
$2.35 Million
2.2% of portfolio
|
Q4 2022
Added 2.41%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
100,502
shares
|
$2.35 Million
1.45% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
96,474
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Paradiem, LLC
|
Oct 17, 2025 Q3 2025 |
94,964
shares
|
$2.22 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
93,928
shares
|
$2.2 Million
0.39% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
87,631
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 46.28%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
85,535
shares
|
$2 Million
0.01% of portfolio
|
Q2 2025
Added 117.47%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
80,185
shares
|
$1.88 Million
0.01% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
78,390
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2025
Added 32.26%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
77,993
shares
|
$1.83 Million
0.36% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 14, 2025 Q3 2025 |
75,933
shares
|
$1.78 Million
0.54% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
73,140
shares
|
$1.71 Million
0.66% of portfolio
|
Q3 2025
Added 14.86%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
66,793
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2025
Added 16.41%
|