Purchases and Sales Made in Q4 2024 in Invesco Etsf Fd Tr Bulletshare (BSJQ)
This table provides information about the institutional ownership of Invesco Etsf Fd Tr Bulletshare (BSJQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.31M+ 730.1% |
$30.5M - $30.9M
|
1.49M
$35M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
877KNew |
$20.4M - $20.7M
|
877K
$20.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
94.7K+ 675.08% |
$2.2M - $2.23M
|
109K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
70.5KNew |
$1.64M - $1.66M
|
70.5K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
64.4K+ 602.16% |
$1.5M - $1.52M
|
75.1K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
52.3K+ 7.26% |
$1.22M - $1.23M
|
773K
$18.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
42.7K+ 186.78% |
$992K - $1.01M
|
65.5K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
35.6KNew |
$829K - $840K
|
35.6K
$835K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
34.4K+ 13.03% |
$800K - $811K
|
299K
$6.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
32.9K+ 21.18% |
$765K - $775K
|
188K
$4.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
32K+ 248.17% |
$745K - $755K
|
45K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
30.7K+ 296.46% |
$713K - $722K
|
41K
$960K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
24.2K+ 84.34% |
$562K - $569K
|
52.8K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
21K+ 6.81% |
$489K - $496K
|
330K
$7.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
19.5K+ 24.42% |
$453K - $459K
|
99.2K
$2.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
18.4K+ 18.31% |
$427K - $433K
|
119K
$2.78M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
16.5K+ 72.59% |
$385K - $390K
|
39.3K
$921K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
15.4K+ 8.16% |
$357K - $362K
|
203K
$4.76M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.4K+ 119.36% |
$334K - $339K
|
26.4K
$619K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.2K+ 35.78% |
$308K - $312K
|
50.3K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
11.6K+ 6.51% |
$270K - $274K
|
190K
$4.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.4K+ 3.63% |
$265K - $268K
|
325K
$7.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
10.7KNew |
$250K - $253K
|
10.7K
$252K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10KNew |
$233K - $236K
|
10K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.59KNew |
$223K - $226K
|
9.59K
$225K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
9.05KNew |
$210K - $213K
|
9.05K
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.35KNew |
$171K - $173K
|
7.35K
$172K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
7.08K+ 1.55% |
$165K - $167K
|
465K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5.93K+ 3.04% |
$138K - $140K
|
201K
$4.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.08K+ 8.53% |
$94.8K - $96.1K
|
51.9K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.14K+ 4.77% |
$73K - $74K
|
69K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.16K+ 55.27% |
$50.2K - $50.9K
|
6.07K
$142K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.9K+ 18.41% |
$44.1K - $44.7K
|
12.2K
$286K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.63K+ 14.42% |
$37.8K - $38.3K
|
12.9K
$302K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.45K+ 2.46% |
$33.7K - $34.2K
|
60.3K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.24K+ 4.06% |
$28.8K - $29.2K
|
31.7K
$742K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.21K+ 4.08% |
$28.2K - $28.6K
|
30.9K
$724K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.14K+ 4.18% |
$26.6K - $27K
|
28.5K
$668K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.1K+ 12.8% |
$25.5K - $25.8K
|
9.67K
$226K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.07K+ 4.79% |
$24.8K - $25.1K
|
23.3K
$546K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
800+ 5.51% |
$18.6K - $18.8K
|
15.3K
$359K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
771+ 1.59% |
$17.9K - $18.2K
|
49.3K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
230+ 1.34% |
$5.35K - $5.42K
|
17.3K
$406K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
54+ 0.6% |
$1.26K - $1.27K
|
8.98K
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8+ 0.16% |
$186 - $188
|
4.93K
$115K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.83% |
$46.5 - $47.1
|
111
$2.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-26- 20.47% |
$605 - $613
|
101
$2.37K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-164- 0.76% |
$3.81K - $3.86K
|
21.4K
$502K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-250- 58.96% |
$5.81K - $5.89K
|
174
$4.08K
|
|
|
Jan 17, 2025
Q4 2024
|
Paradiem, LLC
|
SELL
|
- |
-277- 0.26% |
$6.44K - $6.53K
|
106K
$2.49M
|