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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
16,257
shares
|
$378,625
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
16,223
shares
|
$377,833
0.01% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
15,795
shares
|
$367,865
0.0% of portfolio
|
Q1 2025
Reduced 35.49%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
15,759
shares
|
$367,027
0.44% of portfolio
|
Q1 2025
Added 46.72%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
15,130
shares
|
$352,377
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
14,514
shares
|
$338,031
0.11% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
14,050
shares
|
$327,224
0.06% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
13,952
shares
|
$324,942
0.03% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
13,699
shares
|
$319,049
0.03% of portfolio
|
Q3 2022
Reduced 1.15%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
13,013
shares
|
$303,072
0.02% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
12,577
shares
|
$292,918
0.0% of portfolio
|
Q1 2025
Reduced 52.17%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
12,410
shares
|
$289,028
0.25% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
12,171
shares
|
$283,462
0.15% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
11,364
shares
|
$264,667
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
9,840
shares
|
$229,173
0.01% of portfolio
|
Q1 2025
Reduced 34.07%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
9,639
shares
|
$224,492
0.01% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
9,469
shares
|
$220,533
0.15% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
9,432
shares
|
$219,671
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kaye Capital Management
El Segundo, CA |
May 02, 2025 Q1 2025 |
9,206
shares
|
$214,407
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
9,119
shares
|
$212,381
0.12% of portfolio
|
Q1 2025
Reduced 95.69%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
8,755
shares
|
$203,903
0.0% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
8,643
shares
|
$201,295
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
8,340
shares
|
$194,238
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
8,264
shares
|
$192,468
0.13% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
7,397
shares
|
$172,276
0.05% of portfolio
|
Q1 2025
Reduced 6.21%
|