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 |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
32,157
shares
|
$748,936
0.03% of portfolio
|
Q1 2025
Reduced 22.52%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
31,685
shares
|
$737,943
0.02% of portfolio
|
Q1 2025
Added 19.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
31,229
shares
|
$727,323
0.0% of portfolio
|
Q1 2025
Added 55.84%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
29,869
shares
|
$695,649
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
29,559
shares
|
$688,429
0.01% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
28,375
shares
|
$660,853
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
26,230
shares
|
$610,896
0.0% of portfolio
|
Q2 2025
Reduced 12.93%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
25,568
shares
|
$595,478
0.34% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
25,258
shares
|
$588,258
0.37% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
23,459
shares
|
$546,360
0.06% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
22,250
shares
|
$518,202
0.27% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
21,971
shares
|
$511,704
0.06% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
21,374
shares
|
$497,800
0.01% of portfolio
|
Q1 2025
Added 252.07%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
20,993
shares
|
$488,926
0.28% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
20,907
shares
|
$486,924
0.13% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
20,500
shares
|
$477,445
0.04% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
20,440
shares
|
$476,047
0.05% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
17,867
shares
|
$416,122
0.09% of portfolio
|
Q2 2025
Added 23.1%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
17,839
shares
|
$415,470
0.2% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
17,835
shares
|
$415,377
0.04% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
17,000
shares
|
$395,930
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
16,885
shares
|
$393,251
0.16% of portfolio
|
Q1 2025
Added 15.27%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
16,257
shares
|
$378,625
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
16,223
shares
|
$377,833
0.01% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
15,795
shares
|
$367,865
0.0% of portfolio
|
Q1 2025
Reduced 35.49%
|