Purchases and Sales Made in Q4 2025 in Invesco Etsf Fd Tr Bulletshare (BSJQ)
This table provides information about the institutional ownership of Invesco Etsf Fd Tr Bulletshare (BSJQ) during Q4 2025. The information is specifically focused on institutions that hold shares of INVESCO ETSF FD TR BULLETSHARE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
363KNew |
$8.49M - $8.52M
|
363K
$8.49M
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
293K+ 9.65% |
$6.85M - $6.88M
|
3.33M
$77.8M
|
|
|
Jan 28, 2026
Q4 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
169KNew |
$3.94M - $3.96M
|
169K
$3.94M
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
113K+ 279.82% |
$2.64M - $2.65M
|
153K
$3.59M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
59K+ 8.71% |
$1.38M - $1.38M
|
736K
$17.2M
|
|
|
Jan 29, 2026
Q4 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
53.2K+ 42.56% |
$1.24M - $1.25M
|
178K
$4.16M
|
|
|
Jan 28, 2026
Q4 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
29.2K+ 5.73% |
$683K - $686K
|
539K
$12.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
25.1K+ 22.34% |
$587K - $589K
|
138K
$3.21M
|
|
|
Jan 26, 2026
Q4 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
19.3K+ 9.09% |
$452K - $453K
|
232K
$5.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
16.7K+ 1.88% |
$390K - $392K
|
907K
$21.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
16.5K+ 10.08% |
$386K - $387K
|
180K
$4.21M
|
|
|
Jan 20, 2026
Q4 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
15.1K+ 91.14% |
$353K - $354K
|
31.7K
$741K
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
12.4K+ 117.57% |
$289K - $291K
|
22.9K
$536K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
9.72KNew |
$227K - $228K
|
9.72K
$227K
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
9.25K+ 5.5% |
$216K - $217K
|
177K
$4.14M
|
|
|
Jan 26, 2026
Q4 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
8.58KNew |
$200K - $201K
|
8.58K
$201K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
8.34K+ 47.26% |
$195K - $196K
|
26K
$607K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7.4K+ 9.49% |
$173K - $174K
|
85.4K
$2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.79K+ 18.51% |
$159K - $159K
|
43.5K
$1.02M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.7K+ 21.17% |
$156K - $157K
|
38.3K
$896K
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
5.2K+ 4.51% |
$121K - $122K
|
120K
$2.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.85K+ 31.69% |
$113K - $114K
|
20.2K
$471K
|
|
|
Jan 20, 2026
Q4 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4.25K+ 20.3% |
$99.2K - $99.6K
|
25.2K
$588K
|
|
|
Jan 30, 2026
Q4 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
3.49K+ 6.61% |
$81.6K - $81.9K
|
56.3K
$1.32M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.7K+ 30.87% |
$63K - $63.2K
|
11.4K
$267K
|
|
|
Jan 20, 2026
Q4 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
2.38K+ 7.84% |
$55.6K - $55.9K
|
32.8K
$765K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.14K+ 13.36% |
$50K - $50.2K
|
18.2K
$424K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.75K+ 9.78% |
$40.9K - $41.1K
|
19.7K
$460K
|
|
|
Jan 29, 2026
Q4 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.2K+ 5.75% |
$28.1K - $28.2K
|
22.2K
$518K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.07K+ 1.59% |
$24.9K - $25K
|
67.9K
$1.59M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.06K+ 0.3% |
$24.6K - $24.8K
|
351K
$8.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
894+ 2.76% |
$20.9K - $21K
|
33.2K
$777K
|
|
|
Jan 29, 2026
Q4 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
707+ 0.1% |
$16.5K - $16.6K
|
715K
$16.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
700+ 4.57% |
$16.4K - $16.4K
|
16K
$375K
|
|
|
Jan 26, 2026
Q4 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
164+ 0.27% |
$3.83K - $3.85K
|
62K
$1.45M
|
|
|
Jan 15, 2026
Q4 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
114+ 0.21% |
$2.66K - $2.67K
|
54.7K
$1.28M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
112+ 8.68% |
$2.62K - $2.63K
|
1.4K
$32.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
23+ 0.09% |
$537 - $540
|
25.4K
$594K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-43- 0.31% |
$1K - $1.01K
|
13.8K
$323K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-58- 23.97% |
$1.35K - $1.36K
|
184
$4.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-149- 0.61% |
$3.48K - $3.5K
|
24.3K
$568K
|
|
|
Jan 23, 2026
Q4 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-250- 2.64% |
$5.84K - $5.87K
|
9.22K
$215K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-335- 2.46% |
$7.83K - $7.86K
|
13.3K
$310K
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-342- 2.73% |
$7.99K - $8.02K
|
12.2K
$285K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
SELL
|
- |
-909- 9.36% |
$21.2K - $21.3K
|
8.8K
$206K
|
|
|
Jan 28, 2026
Q4 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.49K- 2.64% |
$34.9K - $35K
|
55K
$1.29M
|
|
|
Jan 21, 2026
Q4 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-3.33K- 10.18% |
$77.7K - $78K
|
29.4K
$686K
|
|
|
Jan 09, 2026
Q4 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-3.93K- 5.18% |
$91.9K - $92.3K
|
72K
$1.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
SELL
|
- |
-5.24K- 17.46% |
$122K - $123K
|
24.8K
$579K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.92K- 60.79% |
$138K - $139K
|
3.82K
$89.3K
|
|