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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 7.48% |
$24.4K - $24.7K
|
13K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
450+ 28.64% |
$10.4K - $10.6K
|
2.02K
$47.5K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
189+ 0.37% |
$4.38K - $4.44K
|
51.9K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.22K+ 47.29% |
$28.4K - $28.7K
|
3.81K
$89.5K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-6.47K- 12.88% |
$150K - $152K
|
43.7K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.09K+ 10.15% |
$94.8K - $96K
|
44.4K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
91.7KNew |
$2.13M - $2.15M
|
91.7K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-166- 0.33% |
$3.85K - $3.9K
|
49.4K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-43.9K- 46.47% |
$1.02M - $1.03M
|
50.5K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
450+ 28.64% |
$10.4K - $10.6K
|
2.02K
$47.5K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.91KNew |
$67.4K - $68.3K
|
2.91K
$68.2K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.07K- 4.57% |
$24.7K - $25K
|
22.3K
$523K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-202K- 95.69% |
$4.69M - $4.76M
|
9.12K
$214K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-788- 73.37% |
$18.3K - $18.5K
|
286
$6.72K
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
9.21KNew |
$213K - $216K
|
9.21K
$216K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.7K+ 6.2% |
$62.5K - $63.3K
|
46.2K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.0% |
$46.4 - $47
|
52.8K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.06K- 7.89% |
$24.7K - $25K
|
12.4K
$292K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
420+ 4.64% |
$9.74K - $9.87K
|
9.47K
$222K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.51KNew |
$128K - $129K
|
5.51K
$129K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
20.9KNew |
$485K - $492K
|
20.9K
$492K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-6.7K- 8.25% |
$155K - $157K
|
74.5K
$1.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
16.1K+ 62.09% |
$374K - $379K
|
42K
$988K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
331K+ 37.74% |
$7.68M - $7.78M
|
1.21M
$28.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.02K+ 0.22% |
$23.7K - $24.1K
|
466K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
17KNew |
$394K - $400K
|
17K
$399K
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 4.65% |
$23.3K - $23.6K
|
20.5K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
6.39KNew |
$149K - $151K
|
6.39K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.78KNew |
$41.5K - $42K
|
1.78K
$41.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-126- 2.46% |
$2.93K - $2.97K
|
5K
$117K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
7.11KNew |
$165K - $167K
|
7.11K
$167K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
92.3KNew |
$2.15M - $2.18M
|
92.3K
$2.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-51.7K- 53.66% |
$1.2M - $1.22M
|
44.7K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.2KNew |
$51.2K - $51.8K
|
2.2K
$51.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
645New |
$15K - $15.2K
|
645
$15.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.97K- 5.45% |
$92.3K - $93.6K
|
68.9K
$1.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
62+ 1.62% |
$1.44K - $1.46K
|
3.88K
$91.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-389- 12.21% |
$9.04K - $9.16K
|
2.8K
$65.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.83% |
$46.5 - $47.1
|
111
$2.61K
|
|
|
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
$173K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-26- 20.47% |
$605 - $613
|
101
$2.37K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-54- 3.59% |
$1.25K - $1.27K
|
1.45K
$34.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
11.5KNew |
$266K - $271K
|
11.5K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-229- 2.43% |
$5.29K - $5.39K
|
9.18K
$216K
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-6.46K- 4.06% |
$149K - $152K
|
153K
$3.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7+ 0.04% |
$162 - $165
|
18.6K
$436K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.4KNew |
$262K - $267K
|
11.4K
$267K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
6.65KNew |
$153K - $156K
|
6.65K
$156K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
313New |
$7.22K - $7.36K
|
313
$7.35K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 1.81% |
$138 - $141
|
338
$7.94K
|
|