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 |
|---|---|---|---|---|---|
|
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%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
62,655
shares
|
$1.47 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
61,825
shares
|
$1.45 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%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
55,679
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
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
|
$1.26 Million
0.03% of portfolio
|
Q2 2025
Reduced 33.2%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
52,813
shares
|
$1.24 Million
0.59% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
52,787
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
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%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
50,448
shares
|
$1.18 Million
0.22% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
49,400
shares
|
$1.16 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
45,180
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
44,369
shares
|
$1.04 Million
0.08% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
42,049
shares
|
$984,367
0.58% of portfolio
|
Q1 2025
Added 62.09%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
40,412
shares
|
$946,044
0.01% of portfolio
|
Q3 2025
Added 35.3%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
40,397
shares
|
$945,693
0.03% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
38,615
shares
|
$903,977
0.02% of portfolio
|
Q3 2025
Reduced 22.17%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
37,579
shares
|
$879,724
0.01% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
37,449
shares
|
$876,681
0.02% of portfolio
|
Q2 2025
New holding
|