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 191 institutions that hold shares in the stock, with a total of 35 Million shares, which have been reported (via 13F filing form) to have a value of $818 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
162,154
shares
|
$3.79 Million
0.12% of portfolio
|
Q3 2025
Added 16.69%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
158,958
shares
|
$3.71 Million
0.35% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
158,541
shares
|
$3.71 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
153,602
shares
|
$3.59 Million
0.02% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
142,382
shares
|
$3.33 Million
1.29% of portfolio
|
Q3 2025
Reduced 19.78%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
137,514
shares
|
$3.21 Million
0.47% of portfolio
|
Q4 2025
Added 22.34%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
124,928
shares
|
$2.92 Million
1.36% of portfolio
|
Q3 2025
Added 25.53%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
123,995
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2025
Added 317.15%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
123,629
shares
|
$2.89 Million
1.73% of portfolio
|
Q3 2025
Added 16.84%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
121,555
shares
|
$2.84 Million
1.03% of portfolio
|
Q3 2025
Added 14.43%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
120,490
shares
|
$2.82 Million
1.87% of portfolio
|
Q4 2025
Added 4.51%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
101,167
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
100,515
shares
|
$2.35 Million
2.2% of portfolio
|
Q4 2022
Added 2.41%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
100,502
shares
|
$2.35 Million
1.45% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
96,474
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Paradiem, LLC
|
Jan 06, 2026 Q4 2025 |
94,964
shares
|
$2.22 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
94,947
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 46.28%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
92,035
shares
|
$2.15 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
85,397
shares
|
$2 Million
0.37% of portfolio
|
Q4 2025
Added 9.49%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
82,157
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
Reduced 43.06%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
81,529
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
78,390
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2025
Added 32.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
75,746
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2025
Added 20.89%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
73,140
shares
|
$1.71 Million
0.66% of portfolio
|
Q3 2025
Added 14.86%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 09, 2026 Q4 2025 |
71,999
shares
|
$1.68 Million
0.51% of portfolio
|
Q4 2025
Reduced 5.18%
|
|