Purchases and Sales Made in Q3 2024 in Invesco Etsf Fd Tr Bulletshare (BSJQ)
This table provides information about the institutional ownership of Invesco Etsf Fd Tr Bulletshare (BSJQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.94K+ 3.82% |
$206K - $210K
|
243K
$5.69M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
8.8K+ 7.33% |
$203K - $207K
|
129K
$3.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
8.64K+ 6.61% |
$199K - $203K
|
139K
$3.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.57KNew |
$198K - $202K
|
8.57K
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.21KNew |
$189K - $193K
|
8.21K
$193K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.45K+ 48.52% |
$172K - $175K
|
22.8K
$535K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6.68K+ 13.36% |
$154K - $157K
|
56.7K
$1.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
6.65KNew |
$153K - $156K
|
6.65K
$156K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.36K+ 1.91% |
$147K - $149K
|
339K
$7.96M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.99K+ 9.19% |
$115K - $117K
|
59.3K
$1.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
4.99K+ 5.45% |
$115K - $117K
|
96.4K
$2.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.97K+ 34.75% |
$115K - $117K
|
19.3K
$452K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.52K+ 16.93% |
$104K - $106K
|
31.2K
$732K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.25K+ 60.57% |
$98.1K - $100K
|
11.3K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.24K+ 13.91% |
$97.9K - $99.8K
|
34.7K
$815K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.63K+ 10.86% |
$83.8K - $85.4K
|
37K
$869K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
3.39K+ 21.43% |
$78.2K - $79.7K
|
19.2K
$450K
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
3.17K+ 15.86% |
$73.2K - $74.6K
|
23.2K
$543K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.08K+ 5.61% |
$71.1K - $72.4K
|
57.9K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
3.05K+ 3.64% |
$70.3K - $71.7K
|
86.7K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.04K+ 15.37% |
$70.2K - $71.5K
|
22.8K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.94K+ 3.62% |
$67.8K - $69.1K
|
84.1K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.42K+ 2.13% |
$55.8K - $56.9K
|
116K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.4K+ 254.62% |
$55.3K - $56.4K
|
3.34K
$78.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.15K+ 40.79% |
$26.4K - $26.9K
|
3.95K
$92.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 8.36% |
$24.3K - $24.7K
|
13.6K
$320K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
911+ 6.95% |
$21K - $21.4K
|
14K
$329K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
905+ 3.42% |
$20.9K - $21.3K
|
27.4K
$642K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
861+ 1.81% |
$19.9K - $20.3K
|
48.5K
$1.14M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
711+ 22.9% |
$16.4K - $16.7K
|
3.82K
$89.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
709+ 1.51% |
$16.4K - $16.7K
|
47.8K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
643+ 1.54% |
$14.8K - $15.1K
|
42.5K
$997K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
434+ 2.32% |
$10K - $10.2K
|
19.1K
$449K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
425New |
$9.81K - $10K
|
425
$9.97K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
425New |
$9.81K - $10K
|
425
$9.97K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
414+ 4.86% |
$9.56K - $9.74K
|
8.93K
$209K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
382+ 2.59% |
$8.82K - $8.98K
|
15.1K
$354K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
313New |
$7.22K - $7.36K
|
313
$7.34K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
270+ 3.11% |
$6.23K - $6.35K
|
8.94K
$210K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
223+ 0.76% |
$5.15K - $5.24K
|
29.7K
$697K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
200+ 0.83% |
$4.62K - $4.7K
|
24.3K
$571K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
129+ 43.73% |
$2.98K - $3.03K
|
424
$9.95K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
86+ 0.33% |
$1.98K - $2.02K
|
25.9K
$609K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
85New |
$1.96K - $2K
|
85
$1.99K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
74+ 0.72% |
$1.71K - $1.74K
|
10.3K
$242K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.53% |
$369 - $376
|
3.01K
$70.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7+ 0.04% |
$162 - $165
|
18.6K
$436K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7+ 1.54% |
$162 - $165
|
461
$10.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 1.81% |
$138 - $141
|
338
$7.93K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.02% |
$138 - $141
|
28.6K
$672K
|