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 |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
20,500
shares
|
$479,085
0.04% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
20,172
shares
|
$471,419
0.21% of portfolio
|
Q4 2025
Added 31.69%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
18,997
shares
|
$443,959
0.0% of portfolio
|
Q2 2025
Reduced 92.92%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
18,151
shares
|
$424,188
0.06% of portfolio
|
Q4 2025
Added 13.36%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
18,125
shares
|
$423,581
0.16% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
17,913
shares
|
$418,626
0.01% of portfolio
|
Q3 2025
Added 38.3%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
16,809
shares
|
$392,826
0.0% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
16,687
shares
|
$389,975
0.03% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
16,577
shares
|
$387,404
0.37% of portfolio
|
Q3 2025
Reduced 18.68%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
16,257
shares
|
$379,926
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
15,495
shares
|
$362,118
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
15,325
shares
|
$358,145
0.0% of portfolio
|
Q3 2025
Added 44.07%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
13,818
shares
|
$322,926
0.04% of portfolio
|
Q4 2025
Reduced 0.31%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
13,699
shares
|
$320,145
0.03% of portfolio
|
Q3 2022
Reduced 1.15%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
13,640
shares
|
$318,766
0.0% of portfolio
|
Q3 2025
Reduced 44.1%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
13,607
shares
|
$317,995
0.02% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
13,445
shares
|
$314,209
0.01% of portfolio
|
Q3 2025
Reduced 12.12%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
13,292
shares
|
$310,634
0.03% of portfolio
|
Q3 2025
Reduced 32.5%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,013
shares
|
$304,113
0.02% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Wespac Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
12,190
shares
|
$284,880
0.18% of portfolio
|
Q4 2025
Reduced 2.73%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
11,771
shares
|
$275,088
0.1% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
11,425
shares
|
$267,002
0.12% of portfolio
|
Q4 2025
Added 30.87%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
11,364
shares
|
$265,576
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
10,540
shares
|
$246,319
0.06% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
10,247
shares
|
$239,472
0.15% of portfolio
|
Q3 2025
New holding
|
|