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 153 institutions that hold shares in the stock, with a total of 18 Million shares, which have been reported (via 13F filing form) to have a value of $423 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
16,194
shares
|
$379,425
0.02% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
15,107
shares
|
$353,957
0.03% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
15,000
shares
|
$351,450
0.01% of portfolio
|
Q1 2024
Reduced 14.19%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
14,523
shares
|
$340,273
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
14,027
shares
|
$328,652
0.25% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
13,699
shares
|
$320,967
0.03% of portfolio
|
Q3 2022
Reduced 1.15%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
13,637
shares
|
$319,514
0.03% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
13,462
shares
|
$315,414
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
12,911
shares
|
$302,504
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
12,045
shares
|
$282,214
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
11,968
shares
|
$280,410
0.21% of portfolio
|
Q2 2024
Reduced 47.21%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
11,521
shares
|
$269,937
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
11,364
shares
|
$266,258
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
11,267
shares
|
$263,985
0.02% of portfolio
|
Q3 2024
Added 60.57%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
11,085
shares
|
$259,721
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
10,700
shares
|
$250,701
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,339
shares
|
$242,242
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
10,296
shares
|
$241,235
0.11% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
9,177
shares
|
$215,017
0.02% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
8,942
shares
|
$209,511
0.09% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
8,928
shares
|
$209,183
0.14% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
8,571
shares
|
$200,818
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
8,561
shares
|
$200,584
0.01% of portfolio
|
Q3 2024
Reduced 20.44%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
8,340
shares
|
$195,406
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
8,206
shares
|
$192,266
0.0% of portfolio
|
Q3 2024
New holding
|