Institutional Ownership Invesco Etsf Fd Tr Bulletshare (BSJQ)
This table provides information about the institutional ownership of Invesco Etsf Fd Tr Bulletshare (BSJQ). We have compiled data on the 180 institutions that hold shares in the stock, with a total of 30.1 Million shares, which have been reported (via 13F filing form) to have a value of $701 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,245,960
shares
|
$52.4 Million
0.01% of portfolio
|
Q1 2025
Added 2.76%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,168,110
shares
|
$50.6 Million
0.02% of portfolio
|
Q1 2025
Added 3.15%
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
2,075,834
shares
|
$48.4 Million
8.11% of portfolio
|
Q2 2025
Added 29.65%
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,580,494
shares
|
$36.9 Million
0.0% of portfolio
|
Q1 2025
Added 6.6%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,398,691
shares
|
$32.6 Million
0.07% of portfolio
|
Q1 2025
Added 12.16%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,219,967
shares
|
$28.4 Million
0.01% of portfolio
|
Q1 2025
Added 7.03%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
1,123,376
shares
|
$26.2 Million
1.0% of portfolio
|
Q1 2025
Added 71.6%
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,059,176
shares
|
$24.7 Million
0.01% of portfolio
|
Q1 2025
Added 17.2%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
814,568
shares
|
$19 Million
1.4% of portfolio
|
Q1 2025
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
735,307
shares
|
$17.1 Million
0.02% of portfolio
|
Q3 2024
Added 26.99%
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
722,580
shares
|
$16.9 Million
2.85% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
687,166
shares
|
$16 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
571,705
shares
|
$13.3 Million
2.24% of portfolio
|
Q1 2025
Added 1.1%
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
566,966
shares
|
$13.2 Million
0.62% of portfolio
|
Q1 2025
Added 69.92%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
493,215
shares
|
$11.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
466,126
shares
|
$10.9 Million
2.33% of portfolio
|
Q1 2025
Added 0.22%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
419,370
shares
|
$9.78 Million
0.0% of portfolio
|
Q1 2025
Added 6.8%
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
366,326
shares
|
$8.54 Million
0.29% of portfolio
|
Q1 2025
Added 160.66%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
358,661
shares
|
$8.36 Million
0.07% of portfolio
|
Q1 2025
Added 6.81%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
348,214
shares
|
$8.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 23.93%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
343,851
shares
|
$8.02 Million
0.29% of portfolio
|
Q2 2025
Added 2.74%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
335,111
shares
|
$7.81 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
329,478
shares
|
$7.68 Million
2.0% of portfolio
|
Q2 2025
Added 34.54%
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
325,538
shares
|
$7.59 Million
1.58% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
323,143
shares
|
$7.54 Million
1.97% of portfolio
|
Q1 2025
Reduced 2.03%
|