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 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
8.67KNew |
$199K - $202K
|
8.67K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.35K+ 21.3% |
$191K - $194K
|
47.5K
$1.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.34KNew |
$191K - $194K
|
8.34K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.25K+ 2.54% |
$189K - $192K
|
333K
$7.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.12K+ 18.86% |
$186K - $189K
|
51.2K
$1.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.62K+ 29.57% |
$175K - $177K
|
33.4K
$784K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
7.53K+ 134.93% |
$173K - $175K
|
13.1K
$308K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
7.49K+ 4.76% |
$172K - $174K
|
165K
$3.87M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.7K+ 12.5% |
$154K - $156K
|
60.3K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
5.06K+ 29.44% |
$116K - $118K
|
22.3K
$522K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.42K+ 4.05% |
$101K - $103K
|
114K
$2.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.38KNew |
$101K - $102K
|
4.38K
$103K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.2K+ 9.24% |
$96.4K - $97.7K
|
49.7K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.34K+ 12.3% |
$76.6K - $77.7K
|
30.5K
$716K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.11KNew |
$71.2K - $72.2K
|
3.11K
$72.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.03K+ 15.5% |
$69.5K - $70.5K
|
22.6K
$530K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.93K+ 7.2% |
$67.2K - $68.1K
|
43.6K
$1.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.6K+ 28.54% |
$59.6K - $60.4K
|
11.7K
$275K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.6K+ 19.66% |
$59.6K - $60.4K
|
15.8K
$371K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.46K+ 3.12% |
$56.3K - $57.1K
|
81.2K
$1.91M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.37K+ 4.57% |
$54.4K - $55.1K
|
54.3K
$1.27M
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2K+ 10.21% |
$45.9K - $46.5K
|
21.6K
$507K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.59K+ 5.68% |
$36.4K - $36.9K
|
29.5K
$692K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.57K+ 110.56% |
$36K - $36.5K
|
2.99K
$70.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 10.96% |
$28.5K - $28.9K
|
12.6K
$295K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
941New |
$21.6K - $21.9K
|
941
$22.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
899+ 1.95% |
$20.6K - $20.9K
|
47K
$1.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
524+ 3.81% |
$12K - $12.2K
|
14.3K
$335K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
520New |
$11.9K - $12.1K
|
520
$12.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
500+ 2.12% |
$11.5K - $11.6K
|
24.1K
$566K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
475+ 28.36% |
$10.9K - $11K
|
2.15K
$50.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
471+ 20.16% |
$10.8K - $11K
|
2.81K
$65.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
452+ 10.87% |
$10.4K - $10.5K
|
4.61K
$108K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
407New |
$9.34K - $9.46K
|
407
$9.55K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
357+ 1.92% |
$8.19K - $8.3K
|
18.9K
$444K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
332New |
$7.62K - $7.72K
|
332
$7.79K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
213+ 1.15% |
$4.89K - $4.95K
|
18.7K
$438K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
165+ 2.41% |
$3.79K - $3.84K
|
7.02K
$165K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
126+ 2.52% |
$2.89K - $2.93K
|
5.13K
$120K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
101New |
$2.32K - $2.35K
|
101
$2.37K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
76+ 0.75% |
$1.74K - $1.77K
|
10.2K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
54+ 3.72% |
$1.24K - $1.26K
|
1.51K
$35.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
39+ 0.12% |
$895 - $907
|
33.6K
$787K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8+ 1.79% |
$184 - $186
|
454
$10.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.9% |
$45.9 - $46.5
|
107
$2.51K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-14- 0.29% |
$321 - $326
|
4.76K
$112K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-26- 0.3% |
$596 - $605
|
8.51K
$200K
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-179- 0.37% |
$4.11K - $4.16K
|
47.7K
$1.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-216- 4.19% |
$4.96K - $5.02K
|
4.94K
$116K
|