Purchases and Sales Made in Q1 2024 in Invesco Etsf Fd Tr Bulletshare (BSJQ)
This table provides information about the institutional ownership of Invesco Etsf Fd Tr Bulletshare (BSJQ) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ETSF FD TR BULLETSHARE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
849K+ 3526.29% |
$19.5M - $19.7M
|
873K
$20.5M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
615K+ 3375.97% |
$14.1M - $14.3M
|
633K
$14.9M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
564K+ 123.69% |
$13M - $13.1M
|
1.02M
$24M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
564K+ 123.69% |
$13M - $13.1M
|
1.02M
$24M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
360K+ 2505.22% |
$8.27M - $8.36M
|
374K
$8.79M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
323KNew |
$7.43M - $7.52M
|
323K
$7.6M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
282K+ 661.34% |
$6.48M - $6.55M
|
325K
$7.63M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
183K+ 26.83% |
$4.2M - $4.25M
|
864K
$20.3M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
167K+ 17.72% |
$3.83M - $3.88M
|
1.11M
$26M
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
107KNew |
$2.45M - $2.48M
|
107K
$2.51M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
99.9K+ 26.63% |
$2.3M - $2.32M
|
475K
$11.2M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
75.8K+ 36.65% |
$1.74M - $1.76M
|
283K
$6.64M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
72.8K+ 13.1% |
$1.67M - $1.69M
|
629K
$14.8M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
66.5K+ 146.26% |
$1.53M - $1.55M
|
112K
$2.63M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64.6K+ 33.26% |
$1.48M - $1.5M
|
259K
$6.08M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
56.1K+ 338.58% |
$1.29M - $1.3M
|
72.7K
$1.71M
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
49.6K+ 217.41% |
$1.14M - $1.15M
|
72.4K
$1.7M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.3KNew |
$904K - $914K
|
39.3K
$924K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35.9K+ 29.58% |
$824K - $834K
|
157K
$3.69M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
32.3K+ 2568.55% |
$741K - $750K
|
33.5K
$788K
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
30.9K+ 24.4% |
$710K - $718K
|
157K
$3.7M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.3K+ 7.65% |
$674K - $681K
|
413K
$9.69M
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
27.7K+ 15.46% |
$637K - $644K
|
207K
$4.86M
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
26.1K+ 13.58% |
$599K - $606K
|
218K
$5.12M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.1KNew |
$553K - $560K
|
24.1K
$566K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
22K+ 6.33% |
$506K - $512K
|
370K
$8.7M
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
21.4K+ 39.41% |
$492K - $498K
|
75.8K
$1.78M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20K+ 20.22% |
$460K - $466K
|
119K
$2.8M
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
16.1KNew |
$369K - $373K
|
16.1K
$378K
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
13.2KNew |
$304K - $307K
|
13.2K
$311K
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
13.2K+ 32.68% |
$303K - $307K
|
53.6K
$1.26M
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
11.5K+ 30.77% |
$264K - $267K
|
48.8K
$1.15M
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.3KNew |
$261K - $264K
|
11.3K
$267K
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
10.9K+ 23.36% |
$251K - $254K
|
57.7K
$1.36M
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
10.9K+ 88.14% |
$249K - $252K
|
23.2K
$544K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
10.8K+ 191.43% |
$247K - $250K
|
16.4K
$385K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.8K+ 16.86% |
$247K - $250K
|
74.6K
$1.75M
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.6K+ 46.48% |
$244K - $247K
|
33.5K
$788K
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10.6KNew |
$243K - $246K
|
10.6K
$249K
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
9.92K+ 3.3% |
$228K - $230K
|
310K
$7.29M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.75K+ 20.5% |
$224K - $227K
|
57.3K
$1.35M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.59K+ 5.34% |
$220K - $223K
|
189K
$4.45M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.53K+ 4.04% |
$219K - $221K
|
246K
$5.77M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.11KNew |
$209K - $212K
|
9.11K
$214K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.07K+ 9.06% |
$208K - $211K
|
109K
$2.57M
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
8.7KNew |
$200K - $202K
|
8.7K
$204K
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
8.54KNew |
$196K - $198K
|
8.54K
$201K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
7.89K+ 50.1% |
$181K - $183K
|
23.6K
$555K
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
7.2K+ 6.38% |
$166K - $167K
|
120K
$2.82M
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7.19KNew |
$165K - $167K
|
7.19K
$169K
|