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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
33,940
shares
|
$793,177
0.02% of portfolio
|
Q3 2025
Reduced 15.98%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
33,242
shares
|
$776,865
0.01% of portfolio
|
Q4 2025
Added 2.76%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
32,782
shares
|
$766,115
0.02% of portfolio
|
Q3 2025
Added 10.62%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
32,676
shares
|
$763,638
0.47% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
31,737
shares
|
$741,693
0.0% of portfolio
|
Q3 2025
Added 102.35%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
30,661
shares
|
$716,547
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
30,370
shares
|
$709,746
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
29,455
shares
|
$688,363
0.02% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
25,991
shares
|
$607,409
0.12% of portfolio
|
Q4 2025
Added 47.26%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
25,944
shares
|
$606,311
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
25,843
shares
|
$603,950
0.29% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
25,427
shares
|
$594,228
0.33% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
24,797
shares
|
$579,505
0.08% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
24,773
shares
|
$578,945
0.01% of portfolio
|
Q4 2025
Reduced 17.46%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
24,539
shares
|
$573,476
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Jan 14, 2026 Q4 2025 |
24,308
shares
|
$568,077
0.05% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
24,043
shares
|
$561,884
0.03% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
23,743
shares
|
$554,873
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
22,486
shares
|
$525,497
0.01% of portfolio
|
Q3 2025
Added 115.18%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
22,306
shares
|
$521,291
0.0% of portfolio
|
Q3 2025
Reduced 14.96%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
22,250
shares
|
$519,982
0.25% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
21,406
shares
|
$500,258
0.18% of portfolio
|
Q3 2025
Added 12.98%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
21,101
shares
|
$493,130
0.04% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
20,950
shares
|
$489,601
0.26% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
20,907
shares
|
$488,596
0.11% of portfolio
|
Q2 2025
Added 8.23%
|
|