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 |
|---|---|---|---|---|---|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
328,992
shares
|
$7.73 Million
3.67% of portfolio
|
Q2 2025
Added 20.78%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
328,423
shares
|
$7.71 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
316,978
shares
|
$7.45 Million
1.36% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
284,051
shares
|
$6.67 Million
1.14% of portfolio
|
Q2 2025
Added 22.05%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
282,299
shares
|
$6.63 Million
0.01% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
282,006
shares
|
$6.62 Million
5.42% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
275,372
shares
|
$6.47 Million
5.45% of portfolio
|
Q2 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
252,279
shares
|
$5.93 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
246,486
shares
|
$5.79 Million
0.02% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
236,273
shares
|
$5.55 Million
0.16% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
236,040
shares
|
$5.54 Million
0.83% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
220,261
shares
|
$5.17 Million
1.56% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
210,756
shares
|
$4.95 Million
1.21% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
196,528
shares
|
$4.62 Million
3.52% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
177,751
shares
|
$4.18 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
177,493
shares
|
$4.17 Million
1.78% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
170,492
shares
|
$4 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
167,926
shares
|
$3.94 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
166,255
shares
|
$3.91 Million
0.0% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
161,951
shares
|
$3.8 Million
0.07% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
159,685
shares
|
$3.75 Million
1.1% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
152,060
shares
|
$3.57 Million
0.0% of portfolio
|
Q2 2025
Added 12.04%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
151,659
shares
|
$3.56 Million
0.02% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
150,244
shares
|
$3.53 Million
0.6% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
146,828
shares
|
$3.45 Million
0.36% of portfolio
|
Q2 2025
Added 1.88%
|