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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.1K+ 12.8% |
$25.5K - $25.8K
|
9.67K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.07KNew |
$25K - $25.3K
|
1.07K
$25K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.07K+ 4.79% |
$24.8K - $25.1K
|
23.3K
$543K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
800+ 5.51% |
$18.6K - $18.8K
|
15.3K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
786+ 4.08% |
$18.3K - $18.5K
|
20K
$467K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
771+ 1.59% |
$17.9K - $18.2K
|
49.3K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
645New |
$15K - $15.2K
|
645
$15K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
428+ 3.14% |
$9.95K - $10.1K
|
14.1K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
309+ 2.3% |
$7.18K - $7.28K
|
13.8K
$321K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
250+ 5.27% |
$5.81K - $5.89K
|
4.99K
$116K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
230+ 1.34% |
$5.35K - $5.42K
|
17.3K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
229+ 0.66% |
$5.32K - $5.4K
|
35K
$814K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
161+ 0.74% |
$3.74K - $3.79K
|
21.9K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
154+ 0.63% |
$3.58K - $3.63K
|
24.5K
$570K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
101+ 0.44% |
$2.35K - $2.38K
|
23.3K
$542K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
62+ 1.62% |
$1.44K - $1.46K
|
3.88K
$90.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
54+ 0.6% |
$1.26K - $1.27K
|
8.98K
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8+ 0.16% |
$186 - $188
|
4.93K
$115K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8+ 1.74% |
$186 - $188
|
469
$10.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.83% |
$46.5 - $47.1
|
111
$2.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-26- 20.47% |
$605 - $613
|
101
$2.35K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-126- 2.46% |
$2.93K - $2.97K
|
5K
$116K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-164- 0.76% |
$3.81K - $3.86K
|
21.4K
$499K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-250- 58.96% |
$5.81K - $5.89K
|
174
$4.05K
|
|
|
Jan 17, 2025
Q4 2024
|
Paradiem, LLC
|
SELL
|
- |
-277- 0.26% |
$6.44K - $6.53K
|
106K
$2.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-389- 12.21% |
$9.04K - $9.16K
|
2.8K
$65.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-405- 0.07% |
$9.42K - $9.54K
|
566K
$13.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-686- 3.58% |
$15.9K - $16.2K
|
18.5K
$430K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-802- 1.95% |
$18.6K - $18.9K
|
40.4K
$941K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 4.65% |
$23.3K - $23.6K
|
20.5K
$477K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.27K- 7.84% |
$29.5K - $29.9K
|
14.9K
$348K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.3K- 1.55% |
$30.1K - $30.5K
|
82.4K
$1.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.37K- 34.56% |
$31.8K - $32.2K
|
2.59K
$60.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.43K- 5.68% |
$56.5K - $57.3K
|
40.3K
$939K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.01KClosed |
$69.9K - $70.9K
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.97K- 5.45% |
$92.3K - $93.6K
|
68.9K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-4.7K- 15.09% |
$109K - $111K
|
26.4K
$615K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-6.39K- 7.61% |
$149K - $151K
|
77.6K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.89K- 1.92% |
$160K - $162K
|
352K
$8.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.11K- 3.48% |
$165K - $167K
|
197K
$4.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.13K- 5.82% |
$166K - $168K
|
115K
$2.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-12.1K- 2.32% |
$281K - $285K
|
509K
$11.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.8K- 14.18% |
$298K - $302K
|
77.7K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-15.8K- 18.28% |
$368K - $373K
|
70.8K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-21.9K- 34.55% |
$509K - $516K
|
41.5K
$967K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-26.8K- 7.51% |
$623K - $631K
|
330K
$7.68M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-34.4K- 12.71% |
$800K - $811K
|
236K
$5.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-50.1K- 86.39% |
$1.16M - $1.18M
|
7.89K
$184K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-51.7K- 53.66% |
$1.2M - $1.22M
|
44.7K
$1.04M
|