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 181 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 $700 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
112,815
shares
|
$2.63 Million
1.89% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
111,518
shares
|
$2.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
105,806
shares
|
$2.46 Million
1.51% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
100,515
shares
|
$2.34 Million
2.2% of portfolio
|
Q4 2022
Added 2.41%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
99,259
shares
|
$2.31 Million
1.29% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
96,474
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
94,964
shares
|
$2.21 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
92,844
shares
|
$2.16 Million
0.4% of portfolio
|
Q1 2025
Added 142.47%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
92,061
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
91,700
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
80,322
shares
|
$1.87 Million
0.02% of portfolio
|
Q1 2025
Added 119.52%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
77,505
shares
|
$1.81 Million
1.34% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
77,035
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
75,340
shares
|
$1.75 Million
0.58% of portfolio
|
Q4 2024
Added 102.03%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
74,487
shares
|
$1.73 Million
0.08% of portfolio
|
Q1 2025
Added 43.56%
|
|
|
S.E.E.D. Planning Group LLC
|
Jul 08, 2025 Q2 2025 |
72,794
shares
|
$1.7 Million
0.55% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
71,070
shares
|
$1.66 Million
0.83% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
71,046
shares
|
$1.65 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.83%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
70,627
shares
|
$1.64 Million
0.36% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
68,864
shares
|
$1.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
67,505
shares
|
$1.57 Million
0.39% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
65,438
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
61,585
shares
|
$1.43 Million
0.31% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
57,422
shares
|
$1.34 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
54,988
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.79%
|