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 |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
144,281
shares
|
$3.39 Million
0.0% of portfolio
|
Q2 2025
Added 29.38%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
139,695
shares
|
$3.28 Million
0.06% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
138,964
shares
|
$3.26 Million
0.12% of portfolio
|
Q2 2025
Added 86.56%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
127,384
shares
|
$2.99 Million
0.94% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
112,815
shares
|
$2.65 Million
1.89% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
106,229
shares
|
$2.5 Million
0.95% of portfolio
|
Q2 2025
Added 41.0%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
105,806
shares
|
$2.49 Million
1.51% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
104,904
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 65.54%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
100,717
shares
|
$2.37 Million
1.59% of portfolio
|
Q2 2025
Added 29.95%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
100,515
shares
|
$2.36 Million
2.2% of portfolio
|
Q4 2022
Added 2.41%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
99,520
shares
|
$2.34 Million
1.18% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
97,070
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
96,474
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
94,964
shares
|
$2.23 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
93,928
shares
|
$2.21 Million
0.39% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
87,631
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 46.28%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
85,535
shares
|
$2.01 Million
0.01% of portfolio
|
Q2 2025
Added 117.47%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
80,185
shares
|
$1.88 Million
0.01% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
S.E.E.D. Planning Group LLC
|
Jul 08, 2025 Q2 2025 |
72,794
shares
|
$1.71 Million
0.55% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
70,807
shares
|
$1.66 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
70,627
shares
|
$1.66 Million
0.36% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
63,678
shares
|
$1.5 Million
0.63% of portfolio
|
Q2 2025
Added 38.04%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Aug 06, 2025 Q2 2025 |
63,468
shares
|
$1.49 Million
0.36% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
62,655
shares
|
$1.47 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
61,696
shares
|
$1.45 Million
0.27% of portfolio
|
Q2 2025
Added 0.18%
|