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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.83K+ 26253.85% |
$157K - $159K
|
6.85K
$160K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.66K+ 17.12% |
$153K - $155K
|
45.5K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
6.11K+ 5.25% |
$140K - $142K
|
123K
$2.87M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.38K+ 26.36% |
$124K - $125K
|
25.8K
$604K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
4.88K+ 11.84% |
$112K - $114K
|
46.2K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.81K+ 14.0% |
$111K - $112K
|
39.2K
$918K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.77K+ 11.72% |
$110K - $111K
|
45.5K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.76K+ 4.79% |
$109K - $111K
|
104K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.03K+ 5.39% |
$92.5K - $93.6K
|
78.8K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.51K+ 14.86% |
$80.8K - $81.7K
|
27.2K
$636K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
3.01K+ 170.93% |
$69.2K - $70K
|
4.77K
$112K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.5K+ 151.24% |
$57.5K - $58.2K
|
4.16K
$97.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.21K+ 2.78% |
$50.7K - $51.3K
|
81.6K
$1.91M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.84K+ 10.38% |
$42.4K - $42.9K
|
19.6K
$459K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.68K+ 48.32% |
$38.6K - $39.1K
|
5.16K
$121K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.45KNew |
$33.4K - $33.7K
|
1.45K
$34K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.17K+ 4.36% |
$26.8K - $27.1K
|
27.9K
$654K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.09K+ 2.15% |
$25.1K - $25.4K
|
51.9K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.07K+ 5.81% |
$24.7K - $25K
|
19.5K
$458K
|
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.01K+ 10.18% |
$23.2K - $23.5K
|
10.9K
$256K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
844+ 0.72% |
$19.4K - $19.6K
|
119K
$2.78M
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
586+ 1.4% |
$13.5K - $13.6K
|
42.4K
$994K
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
503+ 0.59% |
$11.6K - $11.7K
|
85.7K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
446New |
$10.2K - $10.4K
|
446
$10.4K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
189New |
$4.34K - $4.39K
|
189
$4.43K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
136+ 0.74% |
$3.13K - $3.16K
|
18.6K
$435K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
86+ 5.41% |
$1.98K - $2K
|
1.68K
$39.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
62+ 0.67% |
$1.42K - $1.44K
|
9.3K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25New |
$575 - $581
|
25
$586
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
25+ 0.25% |
$575 - $581
|
10.1K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17+ 1.21% |
$391 - $395
|
1.42K
$33.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.02% |
$138 - $139
|
29.6K
$692K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 2.94% |
$68.9 - $69.7
|
105
$2.46K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-153- 0.05% |
$3.52K - $3.56K
|
287K
$6.73M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-305- 1.62% |
$7.01K - $7.09K
|
18.5K
$433K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-322- 0.78% |
$7.4K - $7.48K
|
40.7K
$953K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.19K- 1.32% |
$27.3K - $27.6K
|
88.8K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.21K- 2.74% |
$27.9K - $28.2K
|
43.1K
$1.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.41K- 9.29% |
$32.4K - $32.7K
|
13.8K
$322K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.43K- 6.97% |
$32.9K - $33.3K
|
19.1K
$448K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.66K- 6.82% |
$38.1K - $38.6K
|
22.7K
$531K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.83K- 1.19% |
$42K - $42.4K
|
152K
$3.55M
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.17K- 0.37% |
$49.8K - $50.4K
|
578K
$13.5M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.48K- 14.19% |
$57K - $57.7K
|
15K
$351K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.24K- 14.92% |
$120K - $122K
|
29.9K
$699K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-9.46K- 17.57% |
$217K - $220K
|
44.4K
$1.04M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-10KClosed |
$231K - $234K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-12.3K- 17.05% |
$282K - $285K
|
59.6K
$1.4M
|