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 34.3 Million shares, which have been reported (via 13F filing form) to have a value of $803 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
32,782
shares
|
$766,115
0.02% of portfolio
|
Q3 2025
Added 10.62%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
32,676
shares
|
$763,638
0.47% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
32,348
shares
|
$755,972
0.02% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
31,737
shares
|
$741,693
0.0% of portfolio
|
Q3 2025
Added 102.35%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
31,645
shares
|
$739,543
0.01% of portfolio
|
Q3 2025
Added 21.0%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
30,661
shares
|
$716,547
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
30,370
shares
|
$709,746
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
30,012
shares
|
$701,380
0.01% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
29,455
shares
|
$688,363
0.02% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
25,944
shares
|
$606,311
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
25,843
shares
|
$603,950
0.29% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
25,404
shares
|
$593,691
0.34% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
24,797
shares
|
$579,505
0.08% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
24,539
shares
|
$573,476
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
24,457
shares
|
$571,560
0.05% of portfolio
|
Q3 2025
Added 16.38%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
24,043
shares
|
$561,884
0.03% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
23,743
shares
|
$554,873
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
22,486
shares
|
$525,497
0.01% of portfolio
|
Q3 2025
Added 115.18%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
22,306
shares
|
$521,291
0.0% of portfolio
|
Q3 2025
Reduced 14.96%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
22,250
shares
|
$519,982
0.25% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
21,406
shares
|
$500,258
0.18% of portfolio
|
Q3 2025
Added 12.98%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
21,101
shares
|
$493,130
0.04% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
20,950
shares
|
$489,601
0.26% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
20,907
shares
|
$488,596
0.11% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
20,500
shares
|
$479,085
0.04% of portfolio
|
Q4 2024
Reduced 4.65%
|