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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
16.1K+ 62.09% |
$374K - $379K
|
42K
$979K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
331K+ 37.74% |
$7.68M - $7.78M
|
1.21M
$28.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.02K+ 0.22% |
$23.7K - $24.1K
|
466K
$10.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
21.3K+ 17.96% |
$495K - $501K
|
140K
$3.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-9.35K- 22.52% |
$217K - $220K
|
32.2K
$749K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
17KNew |
$394K - $400K
|
17K
$396K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
900+ 5.87% |
$20.9K - $21.2K
|
16.2K
$378K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-83.3K- 23.93% |
$1.94M - $1.96M
|
265K
$6.17M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 4.65% |
$23.3K - $23.6K
|
20.5K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
6.39KNew |
$149K - $151K
|
6.39K
$149K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
38K+ 102.03% |
$885K - $896K
|
75.3K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.78KNew |
$41.5K - $42K
|
1.78K
$41.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
7.11KNew |
$165K - $167K
|
7.11K
$165K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-126- 2.46% |
$2.93K - $2.97K
|
5K
$116K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.2KNew |
$51.2K - $51.8K
|
2.2K
$51.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-51.7K- 53.66% |
$1.2M - $1.22M
|
44.7K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
92.3KNew |
$2.15M - $2.18M
|
92.3K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
645New |
$15K - $15.2K
|
645
$15K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.97K- 5.45% |
$92.3K - $93.6K
|
68.9K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
62+ 1.62% |
$1.44K - $1.46K
|
3.88K
$90.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-389- 12.21% |
$9.04K - $9.16K
|
2.8K
$65.1K
|
|
|
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
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.83% |
$46.5 - $47.1
|
111
$2.58K
|
|
|
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
$171K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-26- 20.47% |
$605 - $613
|
101
$2.35K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-54- 3.59% |
$1.25K - $1.27K
|
1.45K
$33.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
11.5KNew |
$266K - $271K
|
11.5K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-229- 2.43% |
$5.29K - $5.39K
|
9.18K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
85New |
$1.96K - $2K
|
85
$1.98K
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-6.46K- 4.06% |
$149K - $152K
|
153K
$3.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7+ 0.04% |
$162 - $165
|
18.6K
$432K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.4KNew |
$262K - $267K
|
11.4K
$265K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
6.65KNew |
$153K - $156K
|
6.65K
$155K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
313New |
$7.22K - $7.36K
|
313
$7.29K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11K+ 12.82% |
$253K - $258K
|
96.5K
$2.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
156K+ 26.99% |
$3.61M - $3.68M
|
735K
$17.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 1.81% |
$138 - $141
|
338
$7.87K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.2K- 20.44% |
$50.8K - $51.7K
|
8.56K
$199K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
104KNew |
$2.38M - $2.41M
|
104K
$2.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
101New |
$2.32K - $2.35K
|
101
$2.35K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
475+ 28.36% |
$10.9K - $11K
|
2.15K
$50.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.34KNew |
$191K - $194K
|
8.34K
$194K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.38KNew |
$101K - $102K
|
4.38K
$102K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
407New |
$9.34K - $9.46K
|
407
$9.47K
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
23.3KNew |
$535K - $542K
|
23.3K
$542K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-3.2K- 76.19% |
$73.4K - $74.4K
|
1K
$23.3K
|
|
| 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
|
Old Mission Capital LLC
|
SELL
|
- |
-12.3K- 17.05% |
$282K - $285K
|
59.6K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
360K+ 2505.22% |
$8.27M - $8.36M
|
374K
$8.71M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
99.9K+ 26.63% |
$2.3M - $2.32M
|
475K
$11.1M
|
|