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 28.2 Million shares, which have been reported (via 13F filing form) to have a value of $649 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,185,609
shares
|
$50.3 Million
0.01% of portfolio
|
Q4 2024
Added 233.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,101,828
shares
|
$48.4 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mirador Capital Partners LP
|
Apr 08, 2025 Q1 2025 |
1,601,111
shares
|
$36.8 Million
6.92% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,482,703
shares
|
$34.1 Million
0.0% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,247,030
shares
|
$28.7 Million
0.06% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
1,208,421
shares
|
$27.8 Million
12.73% of portfolio
|
Q1 2025
Added 37.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,139,860
shares
|
$26.2 Million
0.01% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
1,037,080
shares
|
$23.9 Million
0.24% of portfolio
|
Q1 2025
Reduced 95.69%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
903,700
shares
|
$20.8 Million
0.0% of portfolio
|
Q4 2024
Added 12.97%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
814,568
shares
|
$18.7 Million
1.4% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
758,569
shares
|
$17.5 Million
3.1% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
735,307
shares
|
$16.9 Million
0.02% of portfolio
|
Q3 2024
Added 26.99%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
693,447
shares
|
$16 Million
0.01% of portfolio
|
Q4 2024
Added 90.14%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
654,660
shares
|
$15.1 Million
0.59% of portfolio
|
Q4 2024
Added 319.28%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
565,511
shares
|
$13 Million
1.82% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
508,763
shares
|
$11.7 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
466,126
shares
|
$10.7 Million
2.33% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
457,222
shares
|
$10.5 Million
0.03% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
392,656
shares
|
$9.04 Million
0.0% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
352,110
shares
|
$8.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
335,807
shares
|
$7.73 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
334,687
shares
|
$7.7 Million
0.31% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
333,668
shares
|
$7.68 Million
0.4% of portfolio
|
Q4 2024
Added 38.96%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
329,842
shares
|
$7.59 Million
1.68% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
329,816
shares
|
$7.59 Million
1.7% of portfolio
|
Q4 2024
Added 6.81%
|