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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
9,713
shares
|
$228,158
0.02% of portfolio
|
Q2 2025
Added 94.42%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
9,469
shares
|
$222,426
0.14% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
9,119
shares
|
$214,205
0.12% of portfolio
|
Q1 2025
Reduced 95.69%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
8,979
shares
|
$210,916
0.0% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
8,955
shares
|
$210,352
0.01% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
8,751
shares
|
$205,560
0.01% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
8,340
shares
|
$195,906
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
8,032
shares
|
$188,671
0.11% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
7,266
shares
|
$170,678
0.04% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7,191
shares
|
$168,916
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,284
shares
|
$147,611
0.0% of portfolio
|
Q2 2025
Added 27.52%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
5,510
shares
|
$129,429
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
3,950
shares
|
$92,785
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,809
shares
|
$89,473
0.0% of portfolio
|
Q1 2025
Added 47.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,905
shares
|
$68,238
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,796
shares
|
$65,678
0.0% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,737
shares
|
$64,292
0.06% of portfolio
|
Q4 2023
Added 88.89%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
2,570
shares
|
$60,369
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
2,200
shares
|
$51,678
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,150
shares
|
$50,503
0.0% of portfolio
|
Q2 2024
Added 28.36%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,021
shares
|
$47,473
0.0% of portfolio
|
Q1 2025
Added 28.64%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,021
shares
|
$47,473
0.0% of portfolio
|
Q1 2025
Added 28.64%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
2,000
shares
|
$46,980
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,810
shares
|
$42,516
0.03% of portfolio
|
Q2 2025
Added 2029.41%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
1,783
shares
|
$41,882
0.02% of portfolio
|
Q4 2024
New holding
|