Latest Institutional Transactions on Invesco Etsf Fd Tr Bulletshare (BSJQ)
This table provides information on the latest institutional transactions involving Invesco Etsf Fd Tr Bulletshare (BSJQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
3.95KNew |
$89.5K - $92.5K
|
3.95K
$92.3K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
51.3K+ 22.05% |
$1.16M - $1.2M
|
284K
$6.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.5KNew |
$668K - $691K
|
29.5K
$689K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.73K+ 2029.41% |
$39.1K - $40.4K
|
1.81K
$42.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-249K- 92.92% |
$5.65M - $5.84M
|
19K
$444K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.94K+ 4.5% |
$44.1K - $45.5K
|
45.2K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.57KNew |
$58.2K - $60.2K
|
2.57K
$60.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
37.4KNew |
$849K - $877K
|
37.4K
$875K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
416New |
$9.43K - $9.74K
|
416
$9.72K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-241- 0.44% |
$5.46K - $5.64K
|
54.2K
$1.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
12.1K+ 4.47% |
$273K - $283K
|
282K
$6.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
275KNew |
$6.24M - $6.45M
|
275K
$6.44M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.15K- 6.44% |
$26K - $26.9K
|
16.7K
$390K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.2K+ 42.69% |
$321K - $331K
|
47.3K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
4.72K+ 94.42% |
$107K - $110K
|
9.71K
$227K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.7K- 33.2% |
$604K - $624K
|
53.7K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
252KNew |
$5.72M - $5.91M
|
252K
$5.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-10.9K- 46.12% |
$247K - $255K
|
12.7K
$297K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-131- 1.77% |
$2.97K - $3.07K
|
7.27K
$170K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.05KNew |
$23.7K - $24.5K
|
1.05K
$24.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2KNew |
$45.3K - $46.8K
|
2K
$46.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradiem, LLC
|
SELL
|
- |
-8- 0.01% |
$181 - $187
|
95K
$2.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-45- 25.86% |
$1.02K - $1.05K
|
129
$3.01K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-400- 3.29% |
$9.06K - $9.36K
|
11.8K
$275K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.59K+ 8.23% |
$36K - $37.2K
|
20.9K
$489K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-888- 9.21% |
$20.1K - $20.8K
|
8.75K
$205K
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
1.23KNew |
$28.5K - $28.8K
|
1.23K
$28.7K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
97New |
$2.25K - $2.28K
|
97
$2.27K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
189+ 0.37% |
$4.38K - $4.44K
|
51.9K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
450+ 28.64% |
$10.4K - $10.6K
|
2.02K
$47.2K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 7.48% |
$24.4K - $24.7K
|
13K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-6.47K- 12.88% |
$150K - $152K
|
43.7K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
91.7KNew |
$2.13M - $2.15M
|
91.7K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-166- 0.33% |
$3.85K - $3.9K
|
49.4K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
450+ 28.64% |
$10.4K - $10.6K
|
2.02K
$47.2K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-43.9K- 46.47% |
$1.02M - $1.03M
|
50.5K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.07K- 4.57% |
$24.7K - $25K
|
22.3K
$520K
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
9.21KNew |
$213K - $216K
|
9.21K
$215K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
420+ 4.64% |
$9.74K - $9.87K
|
9.47K
$221K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.51KNew |
$128K - $129K
|
5.51K
$129K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
20.9KNew |
$485K - $492K
|
20.9K
$489K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-6.7K- 8.25% |
$155K - $157K
|
74.5K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
16.1K+ 62.09% |
$374K - $379K
|
42K
$983K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
331K+ 37.74% |
$7.68M - $7.78M
|
1.21M
$28.2M
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 4.65% |
$23.3K - $23.6K
|
20.5K
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
6.39KNew |
$149K - $151K
|
6.39K
$149K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.78KNew |
$41.5K - $42K
|
1.78K
$41.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-126- 2.46% |
$2.93K - $2.97K
|
5K
$117K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
7.11KNew |
$165K - $167K
|
7.11K
$166K
|
|