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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
18,997
shares
|
$446,239
0.0% of portfolio
|
Q2 2025
Reduced 92.92%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
18,946
shares
|
$445,041
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
17,867
shares
|
$419,695
0.09% of portfolio
|
Q2 2025
Added 23.1%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
17,839
shares
|
$419,038
0.2% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
17,357
shares
|
$407,715
0.16% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
17,000
shares
|
$399,330
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
16,687
shares
|
$391,977
0.03% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
16,296
shares
|
$382,793
0.0% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
16,257
shares
|
$381,876
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
15,684
shares
|
$368,417
0.0% of portfolio
|
Q2 2025
Reduced 77.92%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
15,572
shares
|
$365,786
0.06% of portfolio
|
Q2 2025
Added 10.83%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
15,300
shares
|
$359,397
0.01% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
14,633
shares
|
$343,729
0.01% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
13,887
shares
|
$326,205
0.02% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
13,699
shares
|
$321,789
0.03% of portfolio
|
Q3 2022
Reduced 1.15%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
13,013
shares
|
$305,675
0.02% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12,952
shares
|
$304,242
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
12,725
shares
|
$298,910
0.12% of portfolio
|
Q2 2025
Reduced 46.12%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
12,410
shares
|
$291,510
0.23% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
11,771
shares
|
$276,500
0.11% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
11,619
shares
|
$272,930
0.02% of portfolio
|
Q2 2025
Reduced 74.02%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
11,364
shares
|
$266,940
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
10,637
shares
|
$249,863
0.0% of portfolio
|
Q2 2025
Added 21.5%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
10,450
shares
|
$245,470
0.01% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
9,967
shares
|
$234,124
0.05% of portfolio
|
Q2 2025
New holding
|