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 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
152+ 0.65% |
$3.52K - $3.57K
|
23.6K
$550K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
106+ 0.17% |
$2.46K - $2.49K
|
61.6K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
99+ 0.45% |
$2.3K - $2.33K
|
22K
$512K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
97New |
$2.25K - $2.28K
|
97
$2.26K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
58+ 0.06% |
$1.35K - $1.36K
|
99.3K
$2.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
7+ 0.05% |
$162 - $165
|
14.1K
$327K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7+ 1.49% |
$162 - $165
|
476
$11.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4+ 0.08% |
$92.8 - $94
|
5K
$116K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.0% |
$46.4 - $47
|
52.8K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-21- 0.17% |
$487 - $494
|
12.2K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-166- 0.33% |
$3.85K - $3.9K
|
49.4K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-374- 3.74% |
$8.67K - $8.79K
|
9.64K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-490- 6.21% |
$11.4K - $11.5K
|
7.4K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-621- 0.8% |
$14.4K - $14.6K
|
77K
$1.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-718- 7.99% |
$16.7K - $16.9K
|
8.26K
$192K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-788- 73.37% |
$18.3K - $18.5K
|
286
$6.66K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-853- 3.23% |
$19.8K - $20K
|
25.6K
$595K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-913- 9.44% |
$21.2K - $21.5K
|
8.76K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 7.48% |
$24.4K - $24.7K
|
13K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.06K- 7.89% |
$24.7K - $25K
|
12.4K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.07K- 4.57% |
$24.7K - $25K
|
22.3K
$518K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.2K- 1.7% |
$27.9K - $28.2K
|
69.6K
$1.62M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-1.38K- 0.69% |
$32.1K - $32.5K
|
200K
$4.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.77K- 2.93% |
$41K - $41.6K
|
58.5K
$1.36M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.17K- 3.79% |
$50.2K - $50.9K
|
55K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-3.18K- 7.94% |
$73.7K - $74.6K
|
36.8K
$857K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.33K- 1.69% |
$77.3K - $78.3K
|
194K
$4.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.43K- 9.63% |
$79.6K - $80.7K
|
32.2K
$750K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.82K- 3.31% |
$88.7K - $89.8K
|
112K
$2.6M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-4.28K- 1.3% |
$99.2K - $101K
|
326K
$7.58M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.08K- 34.07% |
$118K - $119K
|
9.84K
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-6.02K- 9.97% |
$140K - $141K
|
54.4K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.28K- 0.91% |
$146K - $148K
|
687K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-6.47K- 12.88% |
$150K - $152K
|
43.7K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-6.7K- 8.25% |
$155K - $157K
|
74.5K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-6.7K- 2.03% |
$155K - $157K
|
323K
$7.53M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-8.69K- 35.49% |
$202K - $204K
|
15.8K
$368K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-9.35K- 22.52% |
$217K - $220K
|
32.2K
$749K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-10.1K- 13.0% |
$234K - $237K
|
67.5K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.2K- 25.3% |
$237K - $240K
|
30.1K
$702K
|
|
|
Apr 22, 2025
Q1 2025
|
Paradiem, LLC
|
SELL
|
- |
-11.4K- 10.73% |
$265K - $268K
|
95K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
SELL
|
- |
-11.7K- 4.15% |
$271K - $275K
|
270K
$6.29M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.4K- 14.83% |
$287K - $291K
|
71K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.7K- 52.17% |
$318K - $322K
|
12.6K
$293K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-14.4K- 1.86% |
$334K - $338K
|
759K
$17.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-15.5K- 3.06% |
$361K - $365K
|
493K
$11.5M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-16.2K- 23.45% |
$375K - $380K
|
52.8K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17K- 4.83% |
$394K - $399K
|
335K
$7.8M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-43.9K- 46.47% |
$1.02M - $1.03M
|
50.5K
$1.18M
|