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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
10.7KNew |
$250K - $253K
|
10.7K
$252K
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-164- 0.76% |
$3.81K - $3.86K
|
21.4K
$502K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8+ 0.16% |
$186 - $188
|
4.93K
$115K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
24.2K+ 84.34% |
$562K - $569K
|
52.8K
$1.24M
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.83% |
$46.5 - $47.1
|
111
$2.6K
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
19.5K+ 24.42% |
$453K - $459K
|
99.2K
$2.32M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.4K+ 119.36% |
$334K - $339K
|
26.4K
$619K
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-209K- 71.99% |
$4.85M - $4.92M
|
81.2K
$1.9M
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.9K+ 18.41% |
$44.1K - $44.7K
|
12.2K
$286K
|
|
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
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
21K+ 6.81% |
$489K - $496K
|
330K
$7.72M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.24K+ 4.06% |
$28.8K - $29.2K
|
31.7K
$742K
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-686- 3.58% |
$15.9K - $16.2K
|
18.5K
$432K
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
64.4K+ 602.16% |
$1.5M - $1.52M
|
75.1K
$1.76M
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.16K+ 55.27% |
$50.2K - $50.9K
|
6.07K
$142K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.1K+ 12.8% |
$25.5K - $25.8K
|
9.67K
$226K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
32K+ 248.17% |
$745K - $755K
|
45K
$1.05M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
70.5KNew |
$1.64M - $1.66M
|
70.5K
$1.65M
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5.93K+ 3.04% |
$138K - $140K
|
201K
$4.71M
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-26- 20.47% |
$605 - $613
|
101
$2.37K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.59KNew |
$223K - $226K
|
9.59K
$225K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
32.9K+ 21.18% |
$765K - $775K
|
188K
$4.41M
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
42.7K+ 186.78% |
$992K - $1.01M
|
65.5K
$1.53M
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
771+ 1.59% |
$17.9K - $18.2K
|
49.3K
$1.15M
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-4.7K- 15.09% |
$109K - $111K
|
26.4K
$619K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
30.7K+ 296.46% |
$713K - $722K
|
41K
$960K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
800+ 5.51% |
$18.6K - $18.8K
|
15.3K
$359K
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
35.6KNew |
$829K - $840K
|
35.6K
$835K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.2K+ 35.78% |
$308K - $312K
|
50.3K
$1.18M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10KNew |
$233K - $236K
|
10K
$235K
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
18.4K+ 18.31% |
$427K - $433K
|
119K
$2.78M
|
|
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
$724K
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
52.3K+ 7.26% |
$1.22M - $1.23M
|
773K
$18.1M
|
|
Jan 17, 2025
Q4 2024
|
Paradiem, LLC
|
SELL
|
- |
-277- 0.26% |
$6.44K - $6.53K
|
106K
$2.49M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.4K+ 3.63% |
$265K - $268K
|
325K
$7.62M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.43K- 5.68% |
$56.5K - $57.3K
|
40.3K
$945K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
34.4K+ 13.03% |
$800K - $811K
|
299K
$6.99M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
7.08K+ 1.55% |
$165K - $167K
|
465K
$10.9M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.27K- 7.84% |
$29.5K - $29.9K
|
14.9K
$350K
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.45K+ 2.46% |
$33.7K - $34.2K
|
60.3K
$1.41M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.08K+ 8.53% |
$94.8K - $96.1K
|
51.9K
$1.22M
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
9.05KNew |
$210K - $213K
|
9.05K
$212K
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.07K+ 4.79% |
$24.8K - $25.1K
|
23.3K
$546K
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
877KNew |
$20.4M - $20.7M
|
877K
$20.5M
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-15.8K- 18.28% |
$368K - $373K
|
70.8K
$1.66M
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-250- 58.96% |
$5.81K - $5.89K
|
174
$4.08K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.14K+ 4.77% |
$73K - $74K
|
69K
$1.62M
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-21.9K- 34.55% |
$509K - $516K
|
41.5K
$972K
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.31M+ 730.1% |
$30.5M - $30.9M
|
1.49M
$35M
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
11.6K+ 6.51% |
$270K - $274K
|
190K
$4.45M
|