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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.87% |
$46.2 - $47
|
109
$2.55K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
104KNew |
$2.38M - $2.41M
|
104K
$2.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
23.3KNew |
$535K - $542K
|
23.3K
$545K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
11K+ 104.76% |
$252K - $256K
|
21.5K
$503K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.34KNew |
$191K - $194K
|
8.34K
$195K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
5.06K+ 29.44% |
$116K - $118K
|
22.3K
$520K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.38KNew |
$101K - $102K
|
4.38K
$103K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
475+ 28.36% |
$10.9K - $11K
|
2.15K
$50.3K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
407New |
$9.34K - $9.46K
|
407
$9.52K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
126+ 2.52% |
$2.89K - $2.93K
|
5.13K
$120K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
101New |
$2.32K - $2.35K
|
101
$2.36K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
360K+ 2505.22% |
$8.27M - $8.36M
|
374K
$8.75M
|
|
|
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
$4.42K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25New |
$575 - $581
|
25
$585
|
|
| Q4 2023 | |||||||
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
16.4KNew |
$367K - $383K
|
16.4K
$385K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
16.3KNew |
$363K - $378K
|
16.3K
$380K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
15.7KNew |
$351K - $365K
|
15.7K
$367K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13KNew |
$290K - $302K
|
13K
$304K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
12.3K+ 41.01% |
$274K - $285K
|
42.2K
$986K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.29K+ 88.89% |
$28.8K - $30K
|
2.74K
$64K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
800New |
$17.9K - $18.6K
|
800
$18.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
273New |
$6.1K - $6.36K
|
273
$6.39K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
24New |
$536 - $559
|
24
$561
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
13.7KNew |
$308K - $314K
|
13.7K
$319K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.06KNew |
$46.6K - $47.5K
|
2.06K
$48.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
584+ 1.28% |
$13.2K - $13.4K
|
46.1K
$1.08M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4+ 0.04% |
$90.3 - $92.1
|
9.54K
$223K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
19.8KNew |
$444K - $453K
|
19.8K
$462K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
7.19KNew |
$161K - $165K
|
7.19K
$168K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
21.6K+ 27.46% |
$481K - $502K
|
100K
$2.34M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
20.9KNew |
$465K - $486K
|
20.9K
$489K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
12.3K+ 35.26% |
$274K - $286K
|
47.2K
$1.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.05KNew |
$45.6K - $47.6K
|
2.05K
$47.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.9KNew |
$391K - $413K
|
17.9K
$419K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
13.7KNew |
$300K - $317K
|
13.7K
$321K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.36K+ 2.41% |
$51.6K - $54.4K
|
101K
$2.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
565+ 2.28% |
$12.4K - $13K
|
25.4K
$594K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
406New |
$8.88K - $9.36K
|
406
$9.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
400New |
$8.75K - $9.22K
|
400
$9.36K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
273New |
$5.96K - $6.45K
|
273
$6.39K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
97New |
$2.12K - $2.29K
|
97
$2.27K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
365New |
$8.1K - $8.96K
|
365
$8.54K
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
127New |
$2.82K - $3.12K
|
127
$2.97K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.53KNew |
$38.4K - $39.3K
|
1.53K
$35.7K
|
|
| Q2 2021 | |||||||
|
Jul 12, 2021
Q2 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
2KNew |
$51.2K - $51.6K
|
2K
$46.8K
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
3.05KNew |
$77.4K - $78.6K
|
3.05K
$71.3K
|
|
| Q1 2019 | |||||||
|
Jan 02, 2024
Q1 2019
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7.53K+ 1881.75% |
$176K - $189K
|
7.93K
$185K
|
|