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 165 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $550 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,101,828
shares
|
$49.2 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
1,492,837
shares
|
$34.9 Million
6.57% of portfolio
|
Q4 2024
Added 730.1%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,357,351
shares
|
$31.8 Million
0.0% of portfolio
|
Q3 2024
Added 21.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,162,265
shares
|
$27.2 Million
0.06% of portfolio
|
Q3 2024
Added 12.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,139,860
shares
|
$26.7 Million
0.01% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
877,333
shares
|
$20.5 Million
9.79% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
799,937
shares
|
$18.7 Million
0.0% of portfolio
|
Q3 2024
Added 23.53%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
772,970
shares
|
$18.1 Million
3.35% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
735,307
shares
|
$17.2 Million
0.02% of portfolio
|
Q3 2024
Added 26.99%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
654,704
shares
|
$15.3 Million
0.0% of portfolio
|
Q3 2024
Added 29.06%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
654,660
shares
|
$15.3 Million
0.59% of portfolio
|
Q4 2024
Added 319.28%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
565,916
shares
|
$13.2 Million
2.67% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
508,763
shares
|
$11.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
465,102
shares
|
$10.9 Million
2.28% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
419,563
shares
|
$9.82 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
364,711
shares
|
$8.54 Million
0.0% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
358,998
shares
|
$8.4 Million
0.02% of portfolio
|
Q3 2024
Added 12.81%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
356,620
shares
|
$8.35 Million
1.93% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
339,114
shares
|
$7.94 Million
0.0% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
333,668
shares
|
$7.81 Million
0.4% of portfolio
|
Q4 2024
Added 38.96%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
329,816
shares
|
$7.72 Million
1.7% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
325,307
shares
|
$7.62 Million
0.29% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
319,131
shares
|
$7.47 Million
0.22% of portfolio
|
Q3 2024
Added 81.03%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
298,590
shares
|
$6.99 Million
0.25% of portfolio
|
Q4 2024
Added 13.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
213,786
shares
|
$5 Million
0.01% of portfolio
|
Q4 2024
Added 3.47%
|