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 168 institutions that hold shares in the stock, with a total of 26.8 Million shares, which have been reported (via 13F filing form) to have a value of $629 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
12,892
shares
|
$302,704
0.03% of portfolio
|
Q4 2024
Added 14.42%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
12,192
shares
|
$286,268
0.15% of portfolio
|
Q4 2024
Added 18.41%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
11,364
shares
|
$266,826
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
10,741
shares
|
$252,198
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
10,254
shares
|
$240,763
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
10,013
shares
|
$235,105
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
9,668
shares
|
$227,004
0.0% of portfolio
|
Q4 2024
Added 12.8%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
9,588
shares
|
$225,126
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
9,049
shares
|
$212,470
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
8,982
shares
|
$210,897
0.14% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
8,340
shares
|
$195,823
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
7,887
shares
|
$185,186
0.05% of portfolio
|
Q4 2024
Reduced 86.39%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7,191
shares
|
$168,844
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
7,109
shares
|
$166,919
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
6,390
shares
|
$150,037
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
6,071
shares
|
$142,547
0.0% of portfolio
|
Q4 2024
Added 55.27%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
5,149
shares
|
$120,898
0.07% of portfolio
|
Q4 2024
Added 54.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,000
shares
|
$117,400
0.0% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,992
shares
|
$117,212
0.01% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,928
shares
|
$115,709
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
3,878
shares
|
$91,055
0.04% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,796
shares
|
$65,650
0.0% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,737
shares
|
$64,264
0.06% of portfolio
|
Q4 2023
Added 88.89%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,586
shares
|
$60,719
0.0% of portfolio
|
Q4 2024
Reduced 34.56%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
2,200
shares
|
$51,656
0.02% of portfolio
|
Q4 2024
New holding
|