Purchases and Sales Made in Q3 2025 in Invesco Etsf Fd Tr Bulletshare (BSJQ)
This table provides information about the institutional ownership of Invesco Etsf Fd Tr Bulletshare (BSJQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
961K+ 46.3% |
$22.4M - $22.6M
|
3.04M
$71.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
666K+ 44.19% |
$15.5M - $15.7M
|
2.17M
$50.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
535K+ 110.53% |
$12.5M - $12.6M
|
1.02M
$23.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
347K+ 105.35% |
$8.08M - $8.16M
|
677K
$15.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
151K+ 888.53% |
$3.51M - $3.55M
|
168K
$3.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
125K+ 251.1% |
$2.92M - $2.95M
|
175K
$4.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
112KNew |
$2.62M - $2.64M
|
112K
$2.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
74.9K+ 3.21% |
$1.74M - $1.76M
|
2.41M
$56.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
66.3K+ 8.05% |
$1.54M - $1.56M
|
890K
$20.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
54.1K+ 14.5% |
$1.26M - $1.27M
|
427K
$9.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
52.4KNew |
$1.22M - $1.23M
|
52.4K
$1.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.7K+ 25.53% |
$830K - $838K
|
175K
$4.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
30.7KNew |
$713K - $721K
|
30.7K
$718K
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
30.4KNew |
$707K - $714K
|
30.4K
$711K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
27K+ 12.27% |
$629K - $635K
|
247K
$5.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26K+ 2.47% |
$605K - $611K
|
1.08M
$25.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
25.9KNew |
$604K - $610K
|
25.9K
$607K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
25.4K+ 25.53% |
$591K - $597K
|
125K
$2.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
23.7KNew |
$552K - $558K
|
23.7K
$556K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.2K+ 16.69% |
$540K - $545K
|
162K
$3.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
21.4K+ 4.37% |
$497K - $502K
|
510K
$11.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.8K+ 13.7% |
$485K - $490K
|
173K
$4.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
19.1K+ 32.26% |
$445K - $450K
|
78.4K
$1.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.1K+ 102.35% |
$374K - $377K
|
31.7K
$743K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15.5KNew |
$361K - $364K
|
15.5K
$363K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15.3K+ 14.43% |
$357K - $360K
|
122K
$2.85M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13.9KNew |
$323K - $326K
|
13.9K
$324K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
13.5K+ 8.99% |
$314K - $317K
|
164K
$3.83M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.1K+ 8.26% |
$282K - $285K
|
159K
$3.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
12K+ 115.18% |
$280K - $283K
|
22.5K
$526K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.7K+ 26.33% |
$271K - $274K
|
56K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.5K+ 35.3% |
$245K - $248K
|
40.4K
$946K
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
10.2KNew |
$238K - $241K
|
10.2K
$240K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
9.46K+ 14.86% |
$220K - $222K
|
73.1K
$1.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.42K+ 16.41% |
$219K - $221K
|
66.8K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.1KNew |
$212K - $214K
|
9.1K
$213K
|
|
|
Nov 10, 2025
Q3 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
8.54K+ 4.35% |
$199K - $201K
|
205K
$4.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
7.65K+ 1.81% |
$178K - $180K
|
430K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
7.55K+ 5.93% |
$176K - $178K
|
135K
$3.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7.37K+ 10.43% |
$171K - $173K
|
78K
$1.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
6.05K+ 1.3% |
$141K - $142K
|
472K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.77K+ 9.96% |
$134K - $136K
|
63.7K
$1.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.49K+ 21.0% |
$128K - $129K
|
31.6K
$741K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.96K+ 38.3% |
$115K - $117K
|
17.9K
$419K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.69K+ 44.07% |
$109K - $110K
|
15.3K
$359K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
4.28K+ 9.27% |
$99.6K - $101K
|
50.4K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.1K+ 4.22% |
$95.3K - $96.3K
|
101K
$2.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.96K+ 2.45% |
$92.2K - $93.1K
|
166K
$3.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.82K+ 60.77% |
$88.9K - $89.8K
|
10.1K
$237K
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.44K+ 16.38% |
$80.1K - $80.9K
|
24.5K
$573K
|