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 153 institutions that hold shares in the stock, with a total of 18 Million shares, which have been reported (via 13F filing form) to have a value of $423 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,357,351
shares
|
$31.8 Million
0.0% of portfolio
|
Q3 2024
Added 21.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,162,265
shares
|
$27.2 Million
0.06% of portfolio
|
Q3 2024
Added 12.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,127,134
shares
|
$26.4 Million
0.01% of portfolio
|
Q3 2024
Added 12.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
799,937
shares
|
$18.7 Million
0.0% of portfolio
|
Q3 2024
Added 23.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
735,307
shares
|
$17.2 Million
0.02% of portfolio
|
Q3 2024
Added 26.99%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
720,672
shares
|
$16.9 Million
3.25% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
654,704
shares
|
$15.3 Million
0.0% of portfolio
|
Q3 2024
Added 29.06%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
565,916
shares
|
$13.3 Million
2.67% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
520,856
shares
|
$12.2 Million
0.05% of portfolio
|
Q3 2024
Added 21.61%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
458,025
shares
|
$10.7 Million
2.26% of portfolio
|
Q3 2024
Added 12.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
419,563
shares
|
$9.83 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
364,711
shares
|
$8.55 Million
0.0% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
358,998
shares
|
$8.41 Million
0.02% of portfolio
|
Q3 2024
Added 12.81%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
356,620
shares
|
$8.36 Million
1.93% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
339,114
shares
|
$7.95 Million
0.0% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
319,131
shares
|
$7.48 Million
0.22% of portfolio
|
Q3 2024
Added 81.03%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
313,915
shares
|
$7.36 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
308,774
shares
|
$7.23 Million
1.57% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
289,890
shares
|
$6.79 Million
5.16% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
264,168
shares
|
$6.19 Million
0.22% of portfolio
|
Q3 2024
Added 14.22%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
242,713
shares
|
$5.69 Million
0.26% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
240,119
shares
|
$5.63 Million
0.32% of portfolio
|
Q3 2024
Added 106.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
206,616
shares
|
$4.84 Million
0.01% of portfolio
|
Q3 2024
Added 32.07%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
204,242
shares
|
$4.79 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
195,073
shares
|
$4.57 Million
2.48% of portfolio
|
Q3 2024
New holding
|