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 |
|---|---|---|---|---|---|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
61,585
shares
|
$1.43 Million
0.31% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
58,542
shares
|
$1.36 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
54,988
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
54,474
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Apr 25, 2025 Q1 2025 |
54,360
shares
|
$1.27 Million
0.81% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
52,790
shares
|
$1.23 Million
0.03% of portfolio
|
Q1 2025
Reduced 23.45%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
52,787
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
51,876
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
50,524
shares
|
$1.18 Million
0.43% of portfolio
|
Q1 2025
Reduced 46.47%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
50,186
shares
|
$1.17 Million
0.66% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
49,400
shares
|
$1.15 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
46,168
shares
|
$1.08 Million
0.24% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
46,129
shares
|
$1.07 Million
0.5% of portfolio
|
Q1 2025
Added 349.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
44,782
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 17.72%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
44,369
shares
|
$1.03 Million
0.08% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
43,744
shares
|
$1.02 Million
0.61% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
43,236
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
42,049
shares
|
$979,321
0.65% of portfolio
|
Q1 2025
Added 62.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
40,694
shares
|
$947,763
0.01% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
40,165
shares
|
$935,442
0.03% of portfolio
|
Q1 2025
Added 14.85%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
39,332
shares
|
$916,042
0.0% of portfolio
|
Q1 2025
Added 36.8%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
39,243
shares
|
$913,969
0.04% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
36,804
shares
|
$857,165
0.64% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
34,800
shares
|
$810,492
0.01% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
33,496
shares
|
$780,121
0.01% of portfolio
|
Q1 2025
Added 5.66%
|