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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
18,997
shares
|
$443,959
0.0% of portfolio
|
Q2 2025
Reduced 92.92%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
18,125
shares
|
$423,581
0.16% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
17,913
shares
|
$418,626
0.01% of portfolio
|
Q3 2025
Added 38.3%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
17,650
shares
|
$412,480
0.12% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
16,809
shares
|
$392,826
0.0% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
16,687
shares
|
$389,975
0.03% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
16,577
shares
|
$387,404
0.37% of portfolio
|
Q3 2025
Reduced 18.68%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
16,257
shares
|
$379,926
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
16,012
shares
|
$374,200
0.06% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
15,495
shares
|
$362,118
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
15,325
shares
|
$358,145
0.0% of portfolio
|
Q3 2025
Added 44.07%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
15,318
shares
|
$357,981
0.16% of portfolio
|
Q3 2025
Reduced 14.13%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
14,764
shares
|
$345,034
0.01% of portfolio
|
Q3 2025
Reduced 52.06%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
13,861
shares
|
$323,931
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
13,699
shares
|
$320,145
0.03% of portfolio
|
Q3 2022
Reduced 1.15%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
13,640
shares
|
$318,766
0.0% of portfolio
|
Q3 2025
Reduced 44.1%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
13,607
shares
|
$317,995
0.02% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
13,445
shares
|
$314,209
0.01% of portfolio
|
Q3 2025
Reduced 12.12%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
13,292
shares
|
$310,634
0.03% of portfolio
|
Q3 2025
Reduced 32.5%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,013
shares
|
$304,113
0.02% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
12,532
shares
|
$292,872
0.2% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
11,771
shares
|
$275,088
0.1% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
11,364
shares
|
$265,576
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
10,540
shares
|
$246,319
0.06% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
10,247
shares
|
$239,472
0.15% of portfolio
|
Q3 2025
New holding
|