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 193 institutions that hold shares in the stock, with a total of 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $810 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
162,154
shares
|
$3.79 Million
0.12% of portfolio
|
Q3 2025
Added 16.69%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
158,958
shares
|
$3.71 Million
0.35% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
158,541
shares
|
$3.71 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
153,602
shares
|
$3.59 Million
0.02% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
142,382
shares
|
$3.33 Million
1.29% of portfolio
|
Q3 2025
Reduced 19.78%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Nov 12, 2025 Q3 2025 |
134,937
shares
|
$3.15 Million
0.94% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
124,928
shares
|
$2.92 Million
1.36% of portfolio
|
Q3 2025
Added 25.53%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
123,995
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2025
Added 317.15%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
123,629
shares
|
$2.89 Million
1.73% of portfolio
|
Q3 2025
Added 16.84%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
121,555
shares
|
$2.84 Million
1.03% of portfolio
|
Q3 2025
Added 14.43%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
120,490
shares
|
$2.82 Million
1.87% of portfolio
|
Q4 2025
Added 4.51%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
112,405
shares
|
$2.63 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
101,167
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
100,515
shares
|
$2.35 Million
2.2% of portfolio
|
Q4 2022
Added 2.41%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
100,502
shares
|
$2.35 Million
1.45% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
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
|
Oct 17, 2025 Q3 2025 |
94,964
shares
|
$2.22 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
94,947
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 46.28%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
92,035
shares
|
$2.15 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
82,157
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
Reduced 43.06%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
81,529
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
78,390
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2025
Added 32.26%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
77,993
shares
|
$1.82 Million
0.36% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 14, 2025 Q3 2025 |
75,933
shares
|
$1.77 Million
0.54% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
75,746
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2025
Added 20.89%
|
|