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 |
|---|---|---|---|---|---|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
15,759
shares
|
$367,027
0.44% of portfolio
|
Q1 2025
Added 46.72%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
15,572
shares
|
$362,671
0.06% of portfolio
|
Q2 2025
Added 10.83%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
15,130
shares
|
$352,377
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
13,887
shares
|
$323,428
0.02% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
13,699
shares
|
$319,049
0.03% of portfolio
|
Q3 2022
Reduced 1.15%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
13,013
shares
|
$303,072
0.02% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12,952
shares
|
$301,652
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
12,725
shares
|
$296,365
0.12% of portfolio
|
Q2 2025
Reduced 46.12%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
12,577
shares
|
$292,918
0.0% of portfolio
|
Q1 2025
Reduced 52.17%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
12,410
shares
|
$289,028
0.25% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
11,771
shares
|
$274,146
0.11% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
11,619
shares
|
$270,606
0.02% of portfolio
|
Q2 2025
Reduced 74.02%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
11,364
shares
|
$264,667
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
9,967
shares
|
$232,131
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
9,840
shares
|
$229,173
0.01% of portfolio
|
Q1 2025
Reduced 34.07%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
9,469
shares
|
$220,533
0.14% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
9,432
shares
|
$219,671
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kaye Capital Management
El Segundo, CA |
May 02, 2025 Q1 2025 |
9,206
shares
|
$214,407
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
9,119
shares
|
$212,381
0.12% of portfolio
|
Q1 2025
Reduced 95.69%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
8,755
shares
|
$203,903
0.0% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
8,751
shares
|
$203,810
0.01% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
8,643
shares
|
$201,295
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
8,340
shares
|
$194,238
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
8,264
shares
|
$192,468
0.13% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
7,266
shares
|
$169,225
0.04% of portfolio
|
Q2 2025
Reduced 1.77%
|