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 189 institutions that hold shares in the stock, with a total of 31.3 Million shares, which have been reported (via 13F filing form) to have a value of $735 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,331,214
shares
|
$54.8 Million
0.01% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
2,075,834
shares
|
$48.8 Million
8.11% of portfolio
|
Q2 2025
Added 29.65%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,558,291
shares
|
$36.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.13%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,522,131
shares
|
$35.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,507,539
shares
|
$35.4 Million
0.01% of portfolio
|
Q2 2025
Added 23.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,353,088
shares
|
$31.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
1,082,054
shares
|
$25.4 Million
0.89% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,052,414
shares
|
$24.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
823,523
shares
|
$19.3 Million
1.29% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
735,307
shares
|
$17.3 Million
0.02% of portfolio
|
Q3 2024
Added 26.99%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
722,580
shares
|
$17 Million
2.85% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
683,504
shares
|
$16.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
568,763
shares
|
$13.4 Million
0.54% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
547,041
shares
|
$12.8 Million
0.02% of portfolio
|
Q2 2025
Added 124.95%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
488,549
shares
|
$11.5 Million
0.14% of portfolio
|
Q2 2025
Added 2185.72%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
484,033
shares
|
$11.4 Million
2.66% of portfolio
|
Q2 2025
Added 49.79%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
466,126
shares
|
$10.9 Million
2.22% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
439,721
shares
|
$10.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
422,772
shares
|
$9.93 Million
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
422,336
shares
|
$9.92 Million
0.31% of portfolio
|
Q2 2025
Added 15.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
373,124
shares
|
$8.76 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
372,870
shares
|
$8.76 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
347,693
shares
|
$8.17 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
343,851
shares
|
$8.08 Million
0.29% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
329,478
shares
|
$7.74 Million
2.0% of portfolio
|
Q2 2025
Added 34.54%
|