Purchases and Sales Made in Q2 2024 in Invesco Etsf Fd Tr Bulletshare (BSJQ)
This table provides information about the institutional ownership of Invesco Etsf Fd Tr Bulletshare (BSJQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
579KNew |
$13.3M - $13.5M
|
579K
$13.6M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
156K+ 17.87% |
$3.58M - $3.63M
|
1.03M
$24.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
140KNew |
$3.22M - $3.27M
|
140K
$3.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
140K+ 16.16% |
$3.2M - $3.25M
|
1M
$23.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
124K+ 38.22% |
$2.84M - $2.87M
|
447K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
104KNew |
$2.38M - $2.41M
|
104K
$2.43M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
95K+ 9.31% |
$2.18M - $2.21M
|
1.12M
$26.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
95K+ 9.31% |
$2.18M - $2.21M
|
1.12M
$26.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
82.7K+ 246.89% |
$1.9M - $1.92M
|
116K
$2.73M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
80.8KNew |
$1.85M - $1.88M
|
80.8K
$1.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
75.4K+ 11.91% |
$1.73M - $1.75M
|
708K
$16.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
59.5K+ 23.01% |
$1.37M - $1.38M
|
318K
$7.47M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
58.2K+ 15.73% |
$1.34M - $1.35M
|
428K
$10M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
55.7KNew |
$1.28M - $1.29M
|
55.7K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
54.9KNew |
$1.26M - $1.28M
|
54.9K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52.7K+ 133.97% |
$1.21M - $1.22M
|
92K
$2.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
52K+ 323.76% |
$1.19M - $1.21M
|
68.1K
$1.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.2K+ 17.76% |
$1.15M - $1.17M
|
333K
$7.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
41.9KNew |
$960K - $973K
|
41.9K
$982K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.4K+ 36.93% |
$949K - $962K
|
153K
$3.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
31.5KNew |
$723K - $733K
|
31.5K
$739K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
30.2K+ 19.21% |
$693K - $702K
|
187K
$4.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
29.7K+ 35.77% |
$682K - $691K
|
113K
$2.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
26.8K+ 115.81% |
$616K - $624K
|
50K
$1.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
26.8K+ 12.95% |
$615K - $623K
|
234K
$5.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24.6K+ 16.18% |
$563K - $571K
|
176K
$4.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
23.3KNew |
$535K - $542K
|
23.3K
$547K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.6KNew |
$449K - $455K
|
19.6K
$459K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.9K+ 3.01% |
$433K - $439K
|
648K
$15.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
18.6KNew |
$426K - $432K
|
18.6K
$436K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
18.1KNew |
$416K - $421K
|
18.1K
$425K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
17.5K+ 4.47% |
$401K - $406K
|
409K
$9.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
16.3KNew |
$373K - $378K
|
16.3K
$382K
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
15.6K+ 20.6% |
$358K - $363K
|
91.4K
$2.14M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
15.3KNew |
$352K - $357K
|
15.3K
$360K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
14.7KNew |
$338K - $342K
|
14.7K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.2K+ 11.89% |
$325K - $329K
|
133K
$3.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.9K+ 19.12% |
$319K - $323K
|
86.6K
$2.03M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
13.3K+ 6.08% |
$304K - $308K
|
231K
$5.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
12.8K+ 17.66% |
$293K - $297K
|
85.2K
$2M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.4K+ 158.41% |
$261K - $265K
|
18.6K
$436K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.1K+ 19.42% |
$255K - $259K
|
68.4K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
11K+ 104.76% |
$252K - $256K
|
21.5K
$504K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.9K+ 14.64% |
$250K - $254K
|
85.5K
$2.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
10.6K+ 8.81% |
$243K - $246K
|
131K
$3.07M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
10.3K+ 62.86% |
$236K - $240K
|
26.7K
$626K
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
9.66K+ 3.11% |
$222K - $225K
|
320K
$7.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
9.41KNew |
$216K - $219K
|
9.41K
$221K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
9.21K+ 86.99% |
$211K - $214K
|
19.8K
$464K
|
|
|
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
9.04K+ 82.55% |
$207K - $210K
|
20K
$469K
|