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 173 institutions that hold shares in the stock, with a total of 29.6 Million shares, which have been reported (via 13F filing form) to have a value of $684 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
115,341
shares
|
$2.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
110,821
shares
|
$2.56 Million
1.92% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
100,515
shares
|
$2.32 Million
2.2% of portfolio
|
Q4 2022
Added 2.41%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
100,466
shares
|
$2.32 Million
0.0% of portfolio
|
Q4 2024
Added 85.86%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
99,201
shares
|
$2.29 Million
1.25% of portfolio
|
Q4 2024
Added 24.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
96,474
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Paradiem, LLC
|
Apr 22, 2025 Q1 2025 |
94,972
shares
|
$2.2 Million
0.64% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
94,378
shares
|
$2.18 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
92,338
shares
|
$2.13 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
88,017
shares
|
$2.03 Million
0.0% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
83,418
shares
|
$1.93 Million
0.02% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
82,430
shares
|
$1.91 Million
1.98% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
77,656
shares
|
$1.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.18%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
77,505
shares
|
$1.79 Million
1.34% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
75,340
shares
|
$1.74 Million
0.58% of portfolio
|
Q4 2024
Added 102.03%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Apr 23, 2025 Q1 2025 |
74,495
shares
|
$1.72 Million
2.85% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
71,070
shares
|
$1.64 Million
0.83% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
S.E.E.D. Planning Group LLC
|
Apr 08, 2025 Q1 2025 |
69,642
shares
|
$1.61 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
68,965
shares
|
$1.59 Million
0.05% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
68,864
shares
|
$1.59 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
68,784
shares
|
$1.59 Million
0.39% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
67,505
shares
|
$1.56 Million
0.39% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
61,479
shares
|
$1.42 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
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
58,542
shares
|
$1.35 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.93%
|