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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-869- 3.85% |
$20.1K - $20.4K
|
21.7K
$509K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
104KNew |
$2.38M - $2.41M
|
104K
$2.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
101New |
$2.32K - $2.35K
|
101
$2.37K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
11K+ 104.76% |
$252K - $256K
|
21.5K
$504K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
475+ 28.36% |
$10.9K - $11K
|
2.15K
$50.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.34KNew |
$191K - $194K
|
8.34K
$195K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.38KNew |
$101K - $102K
|
4.38K
$103K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
407New |
$9.34K - $9.46K
|
407
$9.54K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
126+ 2.52% |
$2.89K - $2.93K
|
5.13K
$120K
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
23.3KNew |
$535K - $542K
|
23.3K
$546K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-3.2K- 76.19% |
$73.4K - $74.4K
|
1K
$23.4K
|
|
| Q1 2024 | |||||||
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-10KClosed |
$231K - $234K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
99.9K+ 26.63% |
$2.3M - $2.32M
|
475K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
360K+ 2505.22% |
$8.27M - $8.36M
|
374K
$8.77M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-12.3K- 17.05% |
$282K - $285K
|
59.6K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25New |
$575 - $581
|
25
$586
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
8.7KNew |
$200K - $202K
|
8.7K
$204K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
189New |
$4.34K - $4.39K
|
189
$4.43K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.29K+ 88.89% |
$28.8K - $30K
|
2.74K
$64.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
273New |
$6.1K - $6.36K
|
273
$6.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-87K- 85.95% |
$1.94M - $2.02M
|
14.2K
$333K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
12.3K+ 41.01% |
$274K - $285K
|
42.2K
$988K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13KNew |
$290K - $302K
|
13K
$304K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
15.7KNew |
$351K - $365K
|
15.7K
$368K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.51K- 12.83% |
$33.6K - $35.1K
|
10.2K
$240K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
16.4KNew |
$367K - $383K
|
16.4K
$385K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
24New |
$536 - $559
|
24
$563
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
16.3KNew |
$363K - $378K
|
16.3K
$381K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
800New |
$17.9K - $18.6K
|
800
$18.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.06KNew |
$46.6K - $47.5K
|
2.06K
$48.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
584+ 1.28% |
$13.2K - $13.4K
|
46.1K
$1.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
13.7KNew |
$308K - $314K
|
13.7K
$320K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-771- 7.32% |
$17.4K - $17.8K
|
9.76K
$229K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4+ 0.04% |
$90.3 - $92.1
|
9.54K
$224K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
19.8KNew |
$444K - $453K
|
19.8K
$463K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
7.19KNew |
$161K - $165K
|
7.19K
$169K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
20.9KNew |
$465K - $486K
|
20.9K
$490K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
21.6K+ 27.46% |
$481K - $502K
|
100K
$2.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.05KNew |
$45.6K - $47.6K
|
2.05K
$48K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
12.3K+ 35.26% |
$274K - $286K
|
47.2K
$1.11M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.9KNew |
$391K - $413K
|
17.9K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
400New |
$8.75K - $9.22K
|
400
$9.38K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-793- 0.83% |
$17.3K - $18.3K
|
95.2K
$2.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
13.7KNew |
$300K - $317K
|
13.7K
$322K
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
565+ 2.28% |
$12.4K - $13K
|
25.4K
$595K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
406New |
$8.88K - $9.36K
|
406
$9.52K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.36K+ 2.41% |
$51.6K - $54.4K
|
101K
$2.36M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-159- 1.15% |
$3.47K - $3.76K
|
13.7K
$321K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
273New |
$5.96K - $6.45K
|
273
$6.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-33- 0.14% |
$721 - $780
|
24.1K
$564K
|
|