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 |
|---|---|---|---|---|---|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Apr 25, 2025 Q1 2025 |
54,360
shares
|
$1.26 Million
0.81% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
52,787
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
51,887
shares
|
$1.2 Million
0.06% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
51,687
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
50,282
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2024
Added 35.78%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
50,212
shares
|
$1.16 Million
0.66% of portfolio
|
Q4 2024
Added 21.12%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
50,186
shares
|
$1.16 Million
0.66% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
49,566
shares
|
$1.15 Million
0.37% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
48,575
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Added 14.26%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
44,952
shares
|
$1.04 Million
0.09% of portfolio
|
Q4 2024
Added 248.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
44,782
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 17.72%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
43,473
shares
|
$1.01 Million
0.23% of portfolio
|
Q4 2024
Added 39.23%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
43,236
shares
|
$999,616
0.0% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
42,049
shares
|
$972,172
0.65% of portfolio
|
Q1 2025
Added 62.09%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
40,990
shares
|
$947,688
0.02% of portfolio
|
Q4 2024
Added 296.46%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
40,386
shares
|
$933,724
0.01% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
40,282
shares
|
$931,319
0.07% of portfolio
|
Q4 2024
Added 45.54%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
39,980
shares
|
$924,337
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
38,291
shares
|
$885,287
0.17% of portfolio
|
Q4 2024
Added 99.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
36,590
shares
|
$845,960
0.01% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
35,534
shares
|
$821,546
0.03% of portfolio
|
Q4 2024
Added 35.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
34,972
shares
|
$808,552
0.03% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
33,159
shares
|
$766,636
0.05% of portfolio
|
Q1 2025
Added 245.84%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
32,207
shares
|
$744,625
0.02% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
32,157
shares
|
$743,469
0.03% of portfolio
|
Q1 2025
Reduced 22.52%
|