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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.43KNew |
$219K - $222K
|
9.43K
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.38K+ 2.88% |
$218K - $220K
|
335K
$7.79M
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
9.21KNew |
$213K - $216K
|
9.21K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.64KNew |
$200K - $203K
|
8.64K
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
7.75K+ 46.43% |
$180K - $182K
|
24.4K
$569K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.87K+ 13.67% |
$159K - $161K
|
57.2K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.74K+ 17.72% |
$156K - $158K
|
44.8K
$1.04M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.32K+ 2.68% |
$147K - $149K
|
243K
$5.65M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
6.19K+ 1.1% |
$144K - $146K
|
572K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.16K+ 3.93% |
$143K - $145K
|
163K
$3.8M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.9K+ 12.14% |
$137K - $139K
|
54.5K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.77K+ 4.17% |
$134K - $136K
|
144K
$3.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.51KNew |
$128K - $129K
|
5.51K
$128K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.26K+ 19.92% |
$122K - $124K
|
31.7K
$738K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.19K+ 14.85% |
$120K - $122K
|
40.2K
$935K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
5.02K+ 46.72% |
$116K - $118K
|
15.8K
$367K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.95K+ 8.19% |
$115K - $116K
|
65.4K
$1.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
4.42K+ 3.19% |
$102K - $104K
|
143K
$3.33M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.36K+ 2.43% |
$101K - $102K
|
184K
$4.28M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.09K+ 10.15% |
$94.8K - $96K
|
44.4K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.04K+ 4.59% |
$93.8K - $95K
|
92.1K
$2.14M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.71K+ 10.44% |
$86K - $87.2K
|
39.2K
$914K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.6K+ 11.54% |
$83.5K - $84.6K
|
34.8K
$810K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.28K+ 5.01% |
$76.1K - $77.2K
|
68.8K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.91KNew |
$67.4K - $68.3K
|
2.91K
$67.7K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.7K+ 6.2% |
$62.5K - $63.3K
|
46.2K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
2.37K+ 3.16% |
$55.1K - $55.8K
|
77.5K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.24K+ 15.27% |
$51.9K - $52.6K
|
16.9K
$393K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.1K+ 1.93% |
$48.7K - $49.4K
|
111K
$2.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.98K+ 10.72% |
$45.9K - $46.5K
|
20.4K
$476K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.79K+ 5.66% |
$41.6K - $42.2K
|
33.5K
$780K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.22K+ 47.29% |
$28.4K - $28.7K
|
3.81K
$88.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.08K+ 2.56% |
$25K - $25.4K
|
43.2K
$1.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.06K+ 8.22% |
$24.6K - $24.9K
|
14K
$325K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.03K+ 3.61% |
$23.9K - $24.2K
|
29.6K
$688K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.02K+ 0.22% |
$23.7K - $24.1K
|
466K
$10.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
900+ 5.87% |
$20.9K - $21.2K
|
16.2K
$378K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
893+ 1.81% |
$20.7K - $21K
|
50.2K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
743+ 5.4% |
$17.2K - $17.5K
|
14.5K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
666+ 2.15% |
$15.4K - $15.7K
|
31.6K
$736K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
606+ 3.52% |
$14.1K - $14.2K
|
17.8K
$415K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
570+ 0.81% |
$13.2K - $13.4K
|
71.1K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
450+ 28.64% |
$10.4K - $10.6K
|
2.02K
$47.1K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
450+ 28.64% |
$10.4K - $10.6K
|
2.02K
$47.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
420+ 4.64% |
$9.74K - $9.87K
|
9.47K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
308+ 0.76% |
$7.14K - $7.24K
|
40.7K
$948K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
228+ 1.31% |
$5.29K - $5.36K
|
17.6K
$409K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
222+ 1.04% |
$5.15K - $5.22K
|
21.7K
$504K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
199+ 0.86% |
$4.61K - $4.68K
|
23.5K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
189+ 0.37% |
$4.38K - $4.44K
|
51.9K
$1.21M
|