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 |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7,191
shares
|
$168,485
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
6,648
shares
|
$155,762
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,126
shares
|
$120,102
0.0% of portfolio
|
Q2 2024
Added 2.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
4,920
shares
|
$115,275
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,742
shares
|
$111,105
0.01% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
3,952
shares
|
$92,595
0.0% of portfolio
|
Q3 2024
Added 40.79%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
3,910
shares
|
$91,611
0.0% of portfolio
|
Q3 2024
Reduced 15.18%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
3,816
shares
|
$89,408
0.03% of portfolio
|
Q3 2024
Added 22.9%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,337
shares
|
$78,185
0.05% of portfolio
|
Q3 2024
Added 254.62%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,185
shares
|
$74,624
0.0% of portfolio
|
Q3 2024
Reduced 98.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,008
shares
|
$70,477
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,737
shares
|
$64,127
0.06% of portfolio
|
Q4 2023
Added 88.89%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,150
shares
|
$50,374
0.0% of portfolio
|
Q2 2024
Added 28.36%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
2,000
shares
|
$46,860
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,452
shares
|
$34,020
0.0% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
1,000
shares
|
$23,430
0.0% of portfolio
|
Q2 2024
Reduced 76.19%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
461
shares
|
$10,801
0.0% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
425
shares
|
$9,957
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
425
shares
|
$9,957
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
424
shares
|
$9,934
0.01% of portfolio
|
Q3 2024
Added 43.73%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
400
shares
|
$9,372
0.0% of portfolio
|
Q1 2019
Added 1881.75%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
338
shares
|
$7,919
0.0% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
313
shares
|
$7,333
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
273
shares
|
$6,396
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
127
shares
|
$2,975
0.0% of portfolio
|
Q2 2022
New holding
|