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
$24M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
331K+ 37.74% |
$7.68M - $7.78M
|
1.21M
$27.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
108K+ 7.25% |
$2.51M - $2.54M
|
1.6M
$37M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
41.5K+ 20.4% |
$962K - $975K
|
245K
$5.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
21.3K+ 17.96% |
$495K - $501K
|
140K
$3.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
17KNew |
$394K - $400K
|
17K
$393K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
16.1K+ 62.09% |
$374K - $379K
|
42K
$972K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.74K+ 17.72% |
$156K - $158K
|
44.8K
$1.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
4.42K+ 3.19% |
$102K - $104K
|
143K
$3.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.28K+ 5.01% |
$76.1K - $77.2K
|
68.8K
$1.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.1K+ 1.93% |
$48.7K - $49.4K
|
111K
$2.56M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.06K+ 8.22% |
$24.6K - $24.9K
|
14K
$322K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.02K+ 0.22% |
$23.7K - $24.1K
|
466K
$10.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
900+ 5.87% |
$20.9K - $21.2K
|
16.2K
$375K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
893+ 1.81% |
$20.7K - $21K
|
50.2K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
743+ 5.4% |
$17.2K - $17.5K
|
14.5K
$335K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
228+ 1.31% |
$5.29K - $5.36K
|
17.6K
$406K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
7+ 0.05% |
$162 - $165
|
14.1K
$325K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-374- 3.74% |
$8.67K - $8.79K
|
9.64K
$223K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.2K- 1.7% |
$27.9K - $28.2K
|
69.6K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.43K- 9.63% |
$79.6K - $80.7K
|
32.2K
$744K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-9.35K- 22.52% |
$217K - $220K
|
32.2K
$743K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.2K- 25.3% |
$237K - $240K
|
30.1K
$696K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-14.4K- 1.86% |
$334K - $338K
|
759K
$17.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-158K- 52.93% |
$3.67M - $3.71M
|
141K
$3.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-992K- 95.69% |
$23M - $23.3M
|
44.7K
$1.03M
|