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 156 institutions that hold shares in the stock, with a total of 20.7 Million shares, which have been reported (via 13F filing form) to have a value of $485 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
84,148
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 06, 2024 Q3 2024 |
83,989
shares
|
$1.97 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
83,725
shares
|
$1.96 Million
1.83% of portfolio
|
Q3 2024
Reduced 25.82%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
81,776
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
79,730
shares
|
$1.87 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
77,120
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
70,843
shares
|
$1.66 Million
0.56% of portfolio
|
Q4 2024
Reduced 18.28%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
70,500
shares
|
$1.65 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
68,965
shares
|
$1.61 Million
0.05% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
65,501
shares
|
$1.53 Million
0.41% of portfolio
|
Q4 2024
Added 186.78%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
60,312
shares
|
$1.41 Million
0.1% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
59,300
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
57,937
shares
|
$1.36 Million
0.26% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
56,681
shares
|
$1.33 Million
0.31% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
54,055
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Added 176.07%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
51,887
shares
|
$1.21 Million
0.06% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
50,282
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2024
Added 35.78%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
49,293
shares
|
$1.15 Million
0.68% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
49,185
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
47,758
shares
|
$1.12 Million
0.35% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
42,513
shares
|
$994,804
0.01% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
42,156
shares
|
$986,450
0.0% of portfolio
|
Q4 2023
Added 41.01%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
41,502
shares
|
$971,146
0.05% of portfolio
|
Q4 2024
Reduced 34.55%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
41,455
shares
|
$970,046
0.59% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
41,188
shares
|
$963,799
0.01% of portfolio
|
Q3 2024
Reduced 32.55%
|