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 169 institutions that hold shares in the stock, with a total of 26.8 Million shares, which have been reported (via 13F filing form) to have a value of $627 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
100,466
shares
|
$2.35 Million
0.0% of portfolio
|
Q4 2024
Added 85.86%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
99,201
shares
|
$2.32 Million
1.25% of portfolio
|
Q4 2024
Added 24.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
96,474
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
94,378
shares
|
$2.21 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
92,338
shares
|
$2.16 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
88,017
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
83,418
shares
|
$1.95 Million
0.02% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
82,430
shares
|
$1.93 Million
1.98% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
81,192
shares
|
$1.9 Million
3.08% of portfolio
|
Q4 2024
Reduced 71.99%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
77,656
shares
|
$1.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.18%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
77,595
shares
|
$1.82 Million
0.49% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
75,340
shares
|
$1.76 Million
0.58% of portfolio
|
Q4 2024
Added 102.03%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
75,131
shares
|
$1.76 Million
1.22% of portfolio
|
Q4 2024
Added 602.16%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
70,843
shares
|
$1.66 Million
0.56% of portfolio
|
Q4 2024
Reduced 18.28%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
70,500
shares
|
$1.65 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
68,965
shares
|
$1.61 Million
0.05% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
68,864
shares
|
$1.61 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
65,501
shares
|
$1.53 Million
0.41% of portfolio
|
Q4 2024
Added 186.78%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
61,479
shares
|
$1.44 Million
0.34% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
60,486
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
60,312
shares
|
$1.41 Million
0.1% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
52,785
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Added 84.34%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
51,887
shares
|
$1.21 Million
0.06% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
51,687
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
50,282
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2024
Added 35.78%
|