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 |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7,191
shares
|
$167,478
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
6,390
shares
|
$148,823
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,510
shares
|
$128,327
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,000
shares
|
$116,450
0.0% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,996
shares
|
$116,356
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,928
shares
|
$114,773
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,809
shares
|
$88,711
0.0% of portfolio
|
Q1 2025
Added 47.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,905
shares
|
$67,657
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,796
shares
|
$65,118
0.0% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,737
shares
|
$63,744
0.06% of portfolio
|
Q4 2023
Added 88.89%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
2,200
shares
|
$51,238
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,150
shares
|
$50,073
0.0% of portfolio
|
Q2 2024
Added 28.36%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,021
shares
|
$47,069
0.0% of portfolio
|
Q1 2025
Added 28.64%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
2,021
shares
|
$47,069
0.0% of portfolio
|
Q1 2025
Added 28.64%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
2,000
shares
|
$46,580
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
2,000
shares
|
$46,580
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,783
shares
|
$41,526
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
1,227
shares
|
$28,576
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,047
shares
|
$24,384
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
1,000
shares
|
$23,290
0.0% of portfolio
|
Q2 2024
Reduced 76.19%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
645
shares
|
$15,022
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
476
shares
|
$11,086
0.0% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
400
shares
|
$9,316
0.0% of portfolio
|
Q1 2019
Added 1881.75%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
313
shares
|
$7,289
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
286
shares
|
$6,660
0.0% of portfolio
|
Q1 2025
Reduced 73.37%
|