Purchases and Sales Made in Q2 2025 in Invesco Etsf Fd Tr Bulletshare (BSJQ)
This table provides information about the institutional ownership of Invesco Etsf Fd Tr Bulletshare (BSJQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
475K+ 29.65% |
$10.8M - $11.1M
|
2.08M
$48.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
467K+ 2185.72% |
$10.6M - $10.9M
|
489K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
373KNew |
$8.45M - $8.73M
|
373K
$8.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
373KNew |
$8.45M - $8.73M
|
373K
$8.71M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
304K+ 124.95% |
$6.89M - $7.11M
|
547K
$12.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
288K+ 23.57% |
$6.52M - $6.73M
|
1.51M
$35.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
275KNew |
$6.24M - $6.45M
|
275K
$6.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
252KNew |
$5.72M - $5.91M
|
252K
$5.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
168KNew |
$3.81M - $3.93M
|
168K
$3.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
161K+ 49.79% |
$3.65M - $3.77M
|
484K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
85.3K+ 3.8% |
$1.93M - $2M
|
2.33M
$54.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
84.6K+ 34.54% |
$1.92M - $1.98M
|
329K
$7.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
64.5K+ 86.56% |
$1.46M - $1.51M
|
139K
$3.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
56.6K+ 20.78% |
$1.28M - $1.33M
|
329K
$7.69M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
56K+ 15.29% |
$1.27M - $1.31M
|
422K
$9.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
55.7KNew |
$1.26M - $1.3M
|
55.7K
$1.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
51.3K+ 22.05% |
$1.16M - $1.2M
|
284K
$6.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
46.2K+ 117.47% |
$1.05M - $1.08M
|
85.5K
$2M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
37.4KNew |
$849K - $877K
|
37.4K
$875K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.7K+ 13.56% |
$764K - $789K
|
282K
$6.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
32.8K+ 29.38% |
$742K - $767K
|
144K
$3.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30.9K+ 41.0% |
$700K - $723K
|
106K
$2.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
29.9KNew |
$677K - $699K
|
29.9K
$698K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.7KNew |
$674K - $696K
|
29.7K
$695K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.5KNew |
$668K - $691K
|
29.5K
$689K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
24.5K+ 70.31% |
$554K - $573K
|
59.3K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
23.8KNew |
$540K - $558K
|
23.8K
$557K
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
23.2K+ 29.95% |
$526K - $543K
|
101K
$2.35M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.2K+ 168.61% |
$481K - $496K
|
33.8K
$790K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.2K+ 168.61% |
$481K - $496K
|
33.8K
$790K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
18.9KNew |
$429K - $444K
|
18.9K
$443K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
17.5K+ 38.04% |
$398K - $411K
|
63.7K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.3K+ 12.04% |
$370K - $382K
|
152K
$3.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.2K+ 42.69% |
$321K - $331K
|
47.3K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
13.4K+ 7.29% |
$303K - $313K
|
197K
$4.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.1K+ 41.85% |
$296K - $306K
|
44.3K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13KNew |
$293K - $303K
|
13K
$303K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
12.3K+ 6.22% |
$280K - $289K
|
211K
$4.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
12.1K+ 4.47% |
$273K - $283K
|
282K
$6.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11K+ 4.66% |
$249K - $257K
|
246K
$5.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.6K+ 27.13% |
$241K - $249K
|
49.9K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
10.1K+ 7.23% |
$230K - $237K
|
150K
$3.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
10K+ 4.77% |
$227K - $235K
|
220K
$5.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10K+ 7.08% |
$227K - $235K
|
152K
$3.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
9.97KNew |
$226K - $233K
|
9.97K
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.56K+ 7.35% |
$217K - $224K
|
140K
$3.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.16K+ 2.74% |
$208K - $215K
|
344K
$8.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.96K+ 1.1% |
$203K - $210K
|
824K
$19.2M
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
8.02K+ 5.29% |
$182K - $188K
|
160K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.18K+ 4.51% |
$163K - $168K
|
166K
$3.89M
|