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 |
---|---|---|---|---|---|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
59,268
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2025
Added 70.31%
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
57,935
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Added 11.68%
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
57,422
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
57,375
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Added 4.34%
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
55,679
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
54,485
shares
|
$1.28 Million
0.8% of portfolio
|
Q2 2025
Added 0.23%
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
54,233
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
53,655
shares
|
$1.26 Million
0.03% of portfolio
|
Q2 2025
Reduced 33.2%
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
52,787
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Added 0.0%
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
51,876
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Added 0.37%
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
50,740
shares
|
$1.19 Million
0.61% of portfolio
|
Q2 2025
Added 1.1%
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
49,890
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Added 27.13%
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
49,615
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
49,400
shares
|
$1.16 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
47,316
shares
|
$1.11 Million
0.06% of portfolio
|
Q2 2025
Added 42.69%
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
46,168
shares
|
$1.08 Million
0.22% of portfolio
|
Q1 2025
Added 6.2%
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
45,180
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 4.5%
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
44,369
shares
|
$1.04 Million
0.08% of portfolio
|
Q1 2025
Added 10.15%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
44,299
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Added 41.85%
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
43,744
shares
|
$1.03 Million
0.61% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
42,049
shares
|
$987,731
0.61% of portfolio
|
Q1 2025
Added 62.09%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
40,397
shares
|
$948,925
0.03% of portfolio
|
Q2 2025
Added 0.58%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
37,637
shares
|
$884,093
0.0% of portfolio
|
Q2 2025
Reduced 15.96%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
37,579
shares
|
$882,730
0.01% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
37,449
shares
|
$879,677
0.02% of portfolio
|
Q2 2025
New holding
|