Institutional Ownership Invesco Etsf Fd Tr Bulletshare (BSJQ)
This table provides information about the institutional ownership of Invesco Etsf Fd Tr Bulletshare (BSJQ). We have compiled data on the 190 institutions that hold shares in the stock, with a total of 35.3 Million shares, which have been reported (via 13F filing form) to have a value of $825 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
33,940
shares
|
$793,177
0.02% of portfolio
|
Q3 2025
Reduced 15.98%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
33,242
shares
|
$776,865
0.01% of portfolio
|
Q4 2025
Added 2.76%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
32,782
shares
|
$766,115
0.02% of portfolio
|
Q3 2025
Added 10.62%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jan 20, 2026 Q4 2025 |
32,752
shares
|
$765,414
0.64% of portfolio
|
Q4 2025
Added 7.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
31,737
shares
|
$741,693
0.0% of portfolio
|
Q3 2025
Added 102.35%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 20, 2026 Q4 2025 |
31,686
shares
|
$740,501
0.57% of portfolio
|
Q4 2025
Added 91.14%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
30,661
shares
|
$716,547
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
29,455
shares
|
$688,363
0.02% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Jan 21, 2026 Q4 2025 |
29,351
shares
|
$685,932
0.41% of portfolio
|
Q4 2025
Reduced 10.18%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
25,991
shares
|
$607,409
0.12% of portfolio
|
Q4 2025
Added 47.26%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
25,944
shares
|
$606,311
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
25,843
shares
|
$603,950
0.29% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
25,427
shares
|
$594,228
0.33% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jan 20, 2026 Q4 2025 |
25,152
shares
|
$587,802
0.13% of portfolio
|
Q4 2025
Added 20.3%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
24,797
shares
|
$579,505
0.08% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
24,773
shares
|
$578,945
0.01% of portfolio
|
Q4 2025
Reduced 17.46%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
24,539
shares
|
$573,476
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Jan 14, 2026 Q4 2025 |
24,308
shares
|
$568,077
0.05% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
24,043
shares
|
$561,884
0.03% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
23,743
shares
|
$554,873
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
22,486
shares
|
$525,497
0.01% of portfolio
|
Q3 2025
Added 115.18%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
22,306
shares
|
$521,291
0.0% of portfolio
|
Q3 2025
Reduced 14.96%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
22,250
shares
|
$519,982
0.25% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
21,406
shares
|
$500,258
0.18% of portfolio
|
Q3 2025
Added 12.98%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
21,101
shares
|
$493,130
0.04% of portfolio
|
Q3 2025
Added 0.44%
|
|