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 169 institutions that hold shares in the stock, with a total of 26.8 Million shares, which have been reported (via 13F filing form) to have a value of $627 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
50,212
shares
|
$1.17 Million
0.66% of portfolio
|
Q4 2024
Added 21.12%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
49,566
shares
|
$1.16 Million
0.37% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
49,293
shares
|
$1.15 Million
0.68% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
48,575
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Added 14.26%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
44,952
shares
|
$1.05 Million
0.09% of portfolio
|
Q4 2024
Added 248.17%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
44,660
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2024
Reduced 53.66%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
43,473
shares
|
$1.02 Million
0.23% of portfolio
|
Q4 2024
Added 39.23%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
42,156
shares
|
$986,450
0.0% of portfolio
|
Q4 2023
Added 41.01%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
41,502
shares
|
$971,146
0.05% of portfolio
|
Q4 2024
Reduced 34.55%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
40,990
shares
|
$959,165
0.02% of portfolio
|
Q4 2024
Added 296.46%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
40,386
shares
|
$945,032
0.01% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
40,329
shares
|
$943,698
0.0% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
40,282
shares
|
$942,598
0.07% of portfolio
|
Q4 2024
Added 45.54%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
39,980
shares
|
$935,532
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
39,344
shares
|
$920,649
0.08% of portfolio
|
Q4 2024
Added 72.59%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
38,291
shares
|
$896,009
0.17% of portfolio
|
Q4 2024
Added 99.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
36,590
shares
|
$856,206
0.01% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
35,640
shares
|
$833,976
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
35,534
shares
|
$831,495
0.03% of portfolio
|
Q4 2024
Added 35.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
34,972
shares
|
$818,344
0.03% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
33,621
shares
|
$786,731
0.0% of portfolio
|
Q3 2024
Added 187.26%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
31,702
shares
|
$741,826
0.01% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
31,200
shares
|
$730,080
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
30,927
shares
|
$723,691
0.02% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
28,752
shares
|
$672,796
0.0% of portfolio
|
Q4 2024
Added 29.55%
|