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 $812 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
66,546
shares
|
$1.56 Million
0.6% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
63,705
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
61,825
shares
|
$1.44 Million
0.23% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
56,502
shares
|
$1.32 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
55,962
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Added 26.33%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 05, 2025 Q3 2025 |
55,465
shares
|
$1.3 Million
0.31% of portfolio
|
Q3 2025
Reduced 12.61%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Oct 23, 2025 Q3 2025 |
54,605
shares
|
$1.28 Million
0.76% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
54,233
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
53,655
shares
|
$1.25 Million
0.03% of portfolio
|
Q2 2025
Reduced 33.2%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
52,987
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
52,813
shares
|
$1.23 Million
0.59% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
52,429
shares
|
$1.23 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
51,876
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
51,032
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
50,448
shares
|
$1.18 Million
0.22% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
45,879
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
45,180
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
42,049
shares
|
$982,685
0.58% of portfolio
|
Q1 2025
Added 62.09%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
40,412
shares
|
$944,428
0.01% of portfolio
|
Q3 2025
Added 35.3%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
38,615
shares
|
$902,432
0.02% of portfolio
|
Q3 2025
Reduced 22.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
36,710
shares
|
$857,912
0.0% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
34,104
shares
|
$797,010
0.01% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
33,940
shares
|
$793,177
0.02% of portfolio
|
Q3 2025
Reduced 15.98%
|
|