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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
40,990
shares
|
$959,165
0.02% of portfolio
|
Q4 2024
Added 296.46%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
40,329
shares
|
$943,698
0.0% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
39,344
shares
|
$920,649
0.08% of portfolio
|
Q4 2024
Added 72.59%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
37,292
shares
|
$872,632
0.29% of portfolio
|
Q3 2024
Added 100.71%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
36,590
shares
|
$856,206
0.01% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
35,640
shares
|
$833,976
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
34,743
shares
|
$812,986
0.03% of portfolio
|
Q3 2024
Added 13.91%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
33,621
shares
|
$786,731
0.0% of portfolio
|
Q3 2024
Added 187.26%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
31,223
shares
|
$730,618
0.16% of portfolio
|
Q3 2024
Added 16.93%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
30,927
shares
|
$723,691
0.02% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
30,464
shares
|
$712,857
0.01% of portfolio
|
Q3 2024
Added 60.9%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
28,634
shares
|
$670,035
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
28,528
shares
|
$667,555
0.01% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
26,421
shares
|
$618,251
0.35% of portfolio
|
Q4 2024
Reduced 15.09%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
26,279
shares
|
$614,928
0.03% of portfolio
|
Q3 2024
Reduced 21.7%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
25,941
shares
|
$607,019
0.4% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
24,331
shares
|
$569,345
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
23,315
shares
|
$545,571
0.37% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
23,159
shares
|
$541,920
0.07% of portfolio
|
Q3 2024
Reduced 40.8%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Oct 10, 2024 Q3 2024 |
23,152
shares
|
$541,756
0.19% of portfolio
|
Q3 2024
Added 15.86%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
22,193
shares
|
$519,316
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
21,711
shares
|
$508,037
0.06% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
21,596
shares
|
$505,346
0.32% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
21,500
shares
|
$503,099
0.04% of portfolio
|
Q2 2024
Added 104.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
19,253
shares
|
$450,520
0.0% of portfolio
|
Q3 2024
Added 34.75%
|