Purchases and Sales Made in Q1 2025 in Invesco Etsf Fd Tr Bulletshare (BSJQ)
This table provides information about the institutional ownership of Invesco Etsf Fd Tr Bulletshare (BSJQ) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETSF FD TR BULLETSHARE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
998K+ 2535.93% |
$23.1M - $23.4M
|
1.04M
$24.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
815KNew |
$18.9M - $19.1M
|
815K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
469K+ 71.6% |
$10.9M - $11M
|
1.12M
$26.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
331K+ 37.74% |
$7.68M - $7.78M
|
1.21M
$28.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
272KNew |
$6.32M - $6.4M
|
272K
$6.34M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
233K+ 69.92% |
$5.41M - $5.48M
|
567K
$13.2M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
226K+ 160.66% |
$5.24M - $5.31M
|
366K
$8.53M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
213K+ 212.04% |
$4.94M - $5.01M
|
313K
$7.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
206K+ 4007.01% |
$4.78M - $4.85M
|
211K
$4.93M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
155K+ 17.2% |
$3.61M - $3.65M
|
1.06M
$24.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
152K+ 12.16% |
$3.52M - $3.56M
|
1.4M
$32.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
134K+ 62.88% |
$3.12M - $3.16M
|
348K
$8.11M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
111K+ 90.64% |
$2.57M - $2.6M
|
233K
$5.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
108K+ 7.25% |
$2.51M - $2.54M
|
1.6M
$37.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
97.8K+ 6.6% |
$2.27M - $2.3M
|
1.58M
$36.8M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
92.8K+ 43.84% |
$2.15M - $2.18M
|
304K
$7.09M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
91.7KNew |
$2.13M - $2.15M
|
91.7K
$2.14M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
89.1K+ 217.47% |
$2.07M - $2.09M
|
130K
$3.03M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.1K+ 7.03% |
$1.86M - $1.88M
|
1.22M
$28.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.3K+ 3.15% |
$1.54M - $1.56M
|
2.17M
$50.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.2K+ 32.69% |
$1.42M - $1.44M
|
249K
$5.79M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
60.4K+ 2.76% |
$1.4M - $1.42M
|
2.25M
$52.3M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
54.6K+ 142.47% |
$1.27M - $1.28M
|
92.8K
$2.16M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
43.7K+ 119.52% |
$1.01M - $1.03M
|
80.3K
$1.87M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
41.5K+ 20.4% |
$962K - $975K
|
245K
$5.7M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
35.9K+ 349.86% |
$832K - $843K
|
46.1K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.1K+ 27.3% |
$791K - $802K
|
159K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
29.9K+ 36.33% |
$694K - $704K
|
112K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
28.4KNew |
$658K - $667K
|
28.4K
$661K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.7K+ 6.8% |
$619K - $628K
|
419K
$9.77M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
23.6K+ 20.04% |
$548K - $556K
|
142K
$3.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
23.6K+ 245.84% |
$547K - $554K
|
33.2K
$772K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
22.9K+ 6.81% |
$530K - $537K
|
359K
$8.35M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
22.6K+ 43.56% |
$524K - $531K
|
74.5K
$1.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
21.3K+ 17.96% |
$495K - $501K
|
140K
$3.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
20.9KNew |
$485K - $492K
|
20.9K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
20.9K+ 15.24% |
$484K - $490K
|
158K
$3.68M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
20.6K+ 15.7% |
$477K - $484K
|
152K
$3.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
20.2K+ 10.65% |
$469K - $475K
|
210K
$4.9M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
19.3KNew |
$448K - $454K
|
19.3K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17K+ 7.79% |
$395K - $400K
|
236K
$5.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
17KNew |
$394K - $400K
|
17K
$396K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
16.8K+ 10.09% |
$389K - $394K
|
183K
$4.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
16.1K+ 62.09% |
$374K - $379K
|
42K
$979K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
15.3K+ 252.07% |
$355K - $360K
|
21.4K
$498K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15.1KNew |
$351K - $356K
|
15.1K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.6K+ 5.75% |
$291K - $295K
|
231K
$5.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.2K+ 55.84% |
$259K - $263K
|
31.2K
$727K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.6K+ 36.8% |
$245K - $249K
|
39.3K
$916K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
10.2K+ 5.39% |
$235K - $239K
|
198K
$4.62M
|