Purchases and Sales Made in Q4 2024 in Invesco Etsf Fd Tr Bulletshare (BSJQ)
This table provides information about the institutional ownership of Invesco Etsf Fd Tr Bulletshare (BSJQ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.9K+ 7.42% |
$301K - $305K
|
187K
$4.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.7K+ 1.13% |
$296K - $300K
|
1.14M
$26.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
12.6K+ 45.54% |
$293K - $297K
|
40.3K
$942K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
12.3K+ 39.23% |
$285K - $289K
|
43.5K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
11.6K+ 6.51% |
$270K - $274K
|
190K
$4.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.4K+ 3.63% |
$265K - $268K
|
325K
$7.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.7K+ 7.35% |
$250K - $253K
|
157K
$3.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
10.7KNew |
$250K - $253K
|
10.7K
$251K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
10.3KNew |
$238K - $242K
|
10.3K
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10KNew |
$233K - $236K
|
10K
$234K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.59KNew |
$223K - $226K
|
9.59K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.26K+ 35.22% |
$215K - $218K
|
35.5K
$831K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
9.05KNew |
$210K - $213K
|
9.05K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.91K+ 7.68% |
$207K - $210K
|
125K
$2.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
8.76K+ 21.12% |
$204K - $206K
|
50.2K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.35KNew |
$171K - $173K
|
7.35K
$172K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.17K+ 3.47% |
$167K - $169K
|
214K
$5M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
7.11KNew |
$165K - $167K
|
7.11K
$166K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
7.08K+ 1.55% |
$165K - $167K
|
465K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.56K+ 29.55% |
$152K - $155K
|
28.8K
$673K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
6.39KNew |
$149K - $151K
|
6.39K
$149K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.3K+ 8.17% |
$146K - $148K
|
83.4K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.06K+ 14.26% |
$141K - $143K
|
48.6K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5.93K+ 3.04% |
$138K - $140K
|
201K
$4.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.8K+ 8.46% |
$112K - $113K
|
61.5K
$1.44M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.42K+ 13.14% |
$103K - $104K
|
38K
$890K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.08K+ 8.53% |
$94.8K - $96.1K
|
51.9K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.87K+ 4.6% |
$90K - $91.2K
|
88K
$2.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.14K+ 4.77% |
$73K - $74K
|
69K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.1K+ 2.6% |
$72K - $72.9K
|
122K
$2.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.96K+ 26.68% |
$68.8K - $69.7K
|
14K
$328K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.5K+ 5.09% |
$58.2K - $58.9K
|
51.7K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.23K+ 1.73% |
$51.9K - $52.6K
|
131K
$3.07M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.2KNew |
$51.2K - $51.8K
|
2.2K
$51.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.16K+ 55.27% |
$50.2K - $50.9K
|
6.07K
$142K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.12K+ 14.05% |
$49.3K - $50K
|
17.2K
$403K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.9K+ 18.41% |
$44.1K - $44.7K
|
12.2K
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.81K+ 54.3% |
$42.1K - $42.7K
|
5.15K
$120K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.81K+ 3.79% |
$42K - $42.6K
|
49.6K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.78KNew |
$41.5K - $42K
|
1.78K
$41.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.63K+ 14.42% |
$37.8K - $38.3K
|
12.9K
$302K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.51K+ 12.58% |
$35K - $35.5K
|
13.5K
$315K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.45K+ 2.46% |
$33.7K - $34.2K
|
60.3K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.24K+ 4.06% |
$28.8K - $29.2K
|
31.7K
$742K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.21K+ 4.08% |
$28.2K - $28.6K
|
30.9K
$723K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.19K+ 2.0% |
$27.6K - $27.9K
|
60.5K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.15K+ 269.65% |
$26.6K - $27K
|
1.57K
$36.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.15K+ 269.65% |
$26.6K - $27K
|
1.57K
$36.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.14K+ 4.18% |
$26.6K - $27K
|
28.5K
$667K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.1K+ 12.8% |
$25.5K - $25.8K
|
9.67K
$226K
|