Latest Institutional Purchases of Invesco Etsf Fd Tr Bulletshare (BSJQ)
This list provides information on the latest institutional transactions involving Invesco Etsf Fd Tr Bulletshare (BSJQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
106+ 0.17% |
$2.46K - $2.49K
|
61.6K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
99+ 0.45% |
$2.3K - $2.33K
|
22K
$511K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
97New |
$2.25K - $2.28K
|
97
$2.26K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
58+ 0.06% |
$1.35K - $1.36K
|
99.3K
$2.31M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7+ 1.49% |
$162 - $165
|
476
$11.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4+ 0.08% |
$92.8 - $94
|
5K
$116K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.0% |
$46.4 - $47
|
52.8K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
92.3KNew |
$2.15M - $2.18M
|
92.3K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
38K+ 102.03% |
$885K - $896K
|
75.3K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
32K+ 248.17% |
$745K - $755K
|
45K
$1.05M
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
7.11KNew |
$165K - $167K
|
7.11K
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
6.39KNew |
$149K - $151K
|
6.39K
$149K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.2KNew |
$51.2K - $51.8K
|
2.2K
$51.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.78KNew |
$41.5K - $42K
|
1.78K
$41.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
645New |
$15K - $15.2K
|
645
$15K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
62+ 1.62% |
$1.44K - $1.46K
|
3.88K
$90.3K
|
|
|
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
|
|
| Q3 2024 | |||||||
|
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
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
11.5KNew |
$266K - $271K
|
11.5K
$268K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.4KNew |
$262K - $267K
|
11.4K
$265K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11K+ 12.82% |
$253K - $258K
|
96.5K
$2.25M
|
|
|
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
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
85New |
$1.96K - $2K
|
85
$1.98K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7+ 0.04% |
$162 - $165
|
18.6K
$432K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 1.81% |
$138 - $141
|
338
$7.87K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
104KNew |
$2.38M - $2.41M
|
104K
$2.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
23.3KNew |
$535K - $542K
|
23.3K
$542K
|
|
|
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
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
475+ 28.36% |
$10.9K - $11K
|
2.15K
$50.1K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
407New |
$9.34K - $9.46K
|
407
$9.47K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
101New |
$2.32K - $2.35K
|
101
$2.35K
|
|
| Q1 2024 | |||||||
|
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
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
8.7KNew |
$200K - $202K
|
8.7K
$203K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
189New |
$4.34K - $4.39K
|
189
$4.4K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25New |
$575 - $581
|
25
$582
|
|
| Q4 2023 | |||||||
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
16.4KNew |
$367K - $383K
|
16.4K
$383K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
16.3KNew |
$363K - $378K
|
16.3K
$378K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
15.7KNew |
$351K - $365K
|
15.7K
$365K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13KNew |
$290K - $302K
|
13K
$302K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.29K+ 88.89% |
$28.8K - $30K
|
2.74K
$63.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
800New |
$17.9K - $18.6K
|
800
$18.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
273New |
$6.1K - $6.36K
|
273
$6.36K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
24New |
$536 - $559
|
24
$559
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
13.7KNew |
$308K - $314K
|
13.7K
$318K
|
|