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 193 institutions that hold shares in the stock, with a total of 33.7 Million shares, which have been reported (via 13F filing form) to have a value of $789 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
10,247
shares
|
$239,882
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
10,103
shares
|
$236,511
0.0% of portfolio
|
Q3 2025
Added 60.77%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
9,740
shares
|
$228,013
0.01% of portfolio
|
Q3 2025
Added 16.79%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
9,713
shares
|
$227,381
0.02% of portfolio
|
Q2 2025
Added 94.42%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
9,599
shares
|
$224,712
0.01% of portfolio
|
Q3 2025
Reduced 34.4%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
9,469
shares
|
$221,669
0.12% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
9,104
shares
|
$213,124
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
8,979
shares
|
$210,198
0.0% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
8,751
shares
|
$204,860
0.01% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
8,730
shares
|
$204,369
0.1% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
8,719
shares
|
$204,111
0.01% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
7,719
shares
|
$180,701
0.11% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
7,266
shares
|
$170,097
0.02% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7,191
shares
|
$168,341
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
3,950
shares
|
$92,469
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,809
shares
|
$89,168
0.0% of portfolio
|
Q1 2025
Added 47.29%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,796
shares
|
$65,454
0.0% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,737
shares
|
$64,073
0.06% of portfolio
|
Q4 2023
Added 88.89%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
2,570
shares
|
$60,163
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
2,200
shares
|
$51,502
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,150
shares
|
$50,331
0.0% of portfolio
|
Q2 2024
Added 28.36%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
2,060
shares
|
$48,224
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,021
shares
|
$47,311
0.0% of portfolio
|
Q1 2025
Added 28.64%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,021
shares
|
$47,311
0.0% of portfolio
|
Q1 2025
Added 28.64%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
2,000
shares
|
$46,820
0.02% of portfolio
|
Q2 2021
New holding
|