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 181 institutions that hold shares in the stock, with a total of 30.1 Million shares, which have been reported (via 13F filing form) to have a value of $700 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
54,485
shares
|
$1.27 Million
0.8% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
54,474
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
52,790
shares
|
$1.23 Million
0.03% of portfolio
|
Q1 2025
Reduced 23.45%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
52,787
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
51,876
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
50,740
shares
|
$1.18 Million
0.61% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
50,524
shares
|
$1.18 Million
0.43% of portfolio
|
Q1 2025
Reduced 46.47%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
49,400
shares
|
$1.15 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
46,168
shares
|
$1.08 Million
0.24% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
46,129
shares
|
$1.07 Million
0.5% of portfolio
|
Q1 2025
Added 349.86%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
44,369
shares
|
$1.03 Million
0.08% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
43,744
shares
|
$1.02 Million
0.61% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
43,236
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
42,049
shares
|
$979,321
0.61% of portfolio
|
Q1 2025
Added 62.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
40,694
shares
|
$947,763
0.01% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
40,165
shares
|
$935,442
0.03% of portfolio
|
Q1 2025
Added 14.85%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
39,332
shares
|
$916,042
0.0% of portfolio
|
Q1 2025
Added 36.8%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
39,243
shares
|
$913,969
0.04% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
37,637
shares
|
$876,565
0.0% of portfolio
|
Q2 2025
Reduced 15.96%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
36,804
shares
|
$857,165
0.64% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
34,800
shares
|
$810,492
0.01% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
33,496
shares
|
$780,121
0.01% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
33,159
shares
|
$772,273
0.05% of portfolio
|
Q1 2025
Added 245.84%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
33,136
shares
|
$771,737
0.02% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
32,356
shares
|
$753,571
0.02% of portfolio
|
Q2 2025
Added 2.42%
|