Latest Institutional Transactions on Invesco Etsf Fd Tr Bulletshare (BSJQ)
This table provides information on the latest institutional transactions involving Invesco Etsf Fd Tr Bulletshare (BSJQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 4.65% |
$23.3K - $23.6K
|
20.5K
$480K
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
40KNew |
$930K - $942K
|
40K
$936K
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
10.3KNew |
$238K - $242K
|
10.3K
$240K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
229+ 0.66% |
$5.32K - $5.4K
|
35K
$818K
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
161+ 0.74% |
$3.74K - $3.79K
|
21.9K
$512K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.26K+ 35.22% |
$215K - $218K
|
35.5K
$831K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.53M+ 233.83% |
$35.6M - $36.1M
|
2.19M
$51.1M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.11K- 3.48% |
$165K - $167K
|
197K
$4.61M
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-405- 0.07% |
$9.42K - $9.54K
|
566K
$13.2M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.5K+ 15.79% |
$1.24M - $1.26M
|
393K
$9.19M
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
282KNew |
$6.55M - $6.64M
|
282K
$6.59M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.15K+ 269.65% |
$26.6K - $27K
|
1.57K
$36.8K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-101K- 31.6% |
$2.34M - $2.38M
|
218K
$5.11M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
786+ 4.08% |
$18.3K - $18.5K
|
20K
$469K
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.7K+ 7.35% |
$250K - $253K
|
157K
$3.67M
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
40.5K+ 41.39% |
$942K - $954K
|
138K
$3.24M
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-26.8K- 7.51% |
$623K - $631K
|
330K
$7.72M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
130K+ 158.82% |
$3.02M - $3.06M
|
212K
$4.95M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.89K- 1.92% |
$160K - $162K
|
352K
$8.24M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
154+ 0.63% |
$3.58K - $3.63K
|
24.5K
$573K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.15K+ 269.65% |
$26.6K - $27K
|
1.57K
$36.8K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
125K+ 9.24% |
$2.91M - $2.95M
|
1.48M
$34.7M
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
6.39KNew |
$149K - $151K
|
6.39K
$150K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
37.7K+ 8.98% |
$876K - $887K
|
457K
$10.7M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.91K+ 7.68% |
$207K - $210K
|
125K
$2.92M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
25.1K+ 22.47% |
$584K - $592K
|
137K
$3.2M
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
115K+ 498.29% |
$2.68M - $2.72M
|
139K
$3.24M
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
38K+ 102.03% |
$885K - $896K
|
75.3K
$1.76M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
31.2KNew |
$725K - $735K
|
31.2K
$730K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.07KNew |
$25K - $25.3K
|
1.07K
$25.1K
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
27K+ 19.35% |
$627K - $636K
|
166K
$3.89M
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.78KNew |
$41.5K - $42K
|
1.78K
$41.7K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
84.8K+ 7.29% |
$1.97M - $2M
|
1.25M
$29.2M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.87K+ 4.6% |
$90K - $91.2K
|
88K
$2.06M
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.13K- 5.82% |
$166K - $168K
|
115K
$2.7M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
336KNew |
$7.81M - $7.91M
|
336K
$7.86M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.19K+ 2.0% |
$27.6K - $27.9K
|
60.5K
$1.42M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
12.6K+ 45.54% |
$293K - $297K
|
40.3K
$943K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39K+ 21.73% |
$907K - $919K
|
218K
$5.11M
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
19.1K+ 99.42% |
$444K - $450K
|
38.3K
$896K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.5K+ 5.09% |
$58.2K - $58.9K
|
51.7K
$1.21M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-802- 1.95% |
$18.6K - $18.9K
|
40.4K
$945K
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.81K+ 54.3% |
$42.1K - $42.7K
|
5.15K
$120K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
329K+ 90.14% |
$7.64M - $7.75M
|
693K
$16.2M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
104K+ 12.97% |
$2.41M - $2.44M
|
904K
$21.1M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
428+ 3.14% |
$9.95K - $10.1K
|
14.1K
$329K
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.1K+ 2.6% |
$72K - $72.9K
|
122K
$2.86M
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
8.76K+ 21.12% |
$204K - $206K
|
50.2K
$1.17M
|