Who owns Invesco Exch Trd Slf Idx Fd buletshs 2027?
- Ticker: BSJR
- CUSIP Number: 46138j585
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Analyze quarterly positions in Invesco Exch Trd Slf Idx Fd buletshs 2027 with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Invesco Exch Trd Slf Idx Fd buletshs 2027 stock
Who bought or sold Invesco Exch Trd Slf Idx Fd buletshs 2027 this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 913k | $36M | 100% | Dec 2024 |
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| LPL Financial | 878k | $20M | 29% | Mar 2025 |
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| Wells Fargo & Company | 837k | $19M | 16% | Dec 2024 |
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| Cetera Investment Advisers | 722k | $16M | 36% | Dec 2024 |
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| Captrust Financial Advisors | 455k | $10M | 75% | Dec 2024 |
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| Ironwood Wealth Management | 358k | $8.0M | 2% | Mar 2025 |
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| SFE Investment Counsel | 341k | $7.6M | 9% | Dec 2024 |
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| Mercer Global Advisors | 341k | $7.6M | -5% | Mar 2025 |
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| Envestnet Asset Management | 327k | $7.3M | -7% | Mar 2025 |
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| Financial Advisory Corp | 276k | $6.2M | 26% | Mar 2025 |
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| UBS Group | 262k | $5.9M | 10% | Mar 2025 |
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| Larson Financial Group | 212k | $4.8M | 2328% | Mar 2025 |
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| TrueNorth | 208k | $4.7M | 12% | Dec 2024 |
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| Raymond James Financial | 157k | $3.5M | 100% | Dec 2024 |
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| Royal Bank of Canada | 151k | $3.4M | 7% | Dec 2024 |
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| Bright Futures Wealth Management | 130k | $2.9M | 100% | Dec 2024 |
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| Prospera Financial Services | 125k | $2.8M | 52% | Dec 2024 |
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| Tyler-Stone Wealth Management | 124k | $2.8M | 172% | Mar 2025 |
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| Ameriprise Financial | 121k | $2.7M | 8% | Dec 2024 |
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| Oder Investment Management | 120k | $2.7M | 53% | Dec 2024 |
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| Advisor Group Holdings | 120k | $2.7M | 78% | Mar 2025 |
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| Advisory Alpha | 115k | $2.6M | -50% | Mar 2025 |
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| GPM Growth Investors | 114k | $2.5M | 3% | Mar 2025 |
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| Bank of America Corporation | 107k | $2.4M | 95% | Dec 2024 |
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| Invesco | 104k | $2.3M | -3% | Mar 2025 |
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| Jones Financial Companies, L.L | 100k | $2.2M | 176% | Dec 2024 |
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| Howard Wealth Management | 99k | $2.2M | 23% | Dec 2024 |
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| Paradiem | 98k | $2.2M | -9% | Mar 2025 |
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| Altrius Capital Management | 95k | $2.1M | 4% | Mar 2025 |
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| Hennion & Walsh Asset Management | 94k | $2.1M | -4% | Mar 2025 |
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| Stifel Financial | 92k | $2.1M | 6% | Dec 2024 |
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| Commonwealth Equity Services | 88k | $2.0M | 131% | Dec 2024 |
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| Kaye Capital Management | 87k | $2.0M | 100% | Mar 2025 |
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| S.E.E.D. Planning Group | 75k | $1.7M | -4% | Mar 2025 |
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| Ashton Thomas Securities | 73k | $1.6M | 6% | Mar 2025 |
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| Private Advisor | 70k | $1.6M | 69% | Mar 2025 |
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| Segment Wealth Management | 67k | $1.5M | 1% | Mar 2025 |
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| Legacy Financial Group | 66k | $1.5M | 4% | Mar 2025 |
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| Equitable Holdings | 65k | $1.5M | -16% | Dec 2024 |
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| Orion Portfolio Solutions | 63k | $1.4M | -5% | Dec 2024 |
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| Goss Wealth Management | 59k | $1.3M | 2% | Dec 2024 |
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| GAMMA Investing | 56k | $1.3M | 21% | Mar 2025 |
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| CWM | 56k | $1.2M | 25% | Mar 2025 |
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| Atomi Financial Group | 52k | $1.2M | 6% | Dec 2024 |
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| Sound Stewardship | 51k | $1.1M | 3% | Mar 2025 |
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| Vantage Point Financial | 50k | $1.1M | 9% | Mar 2025 |
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| Jane Street | 50k | $1.1M | -44% | Dec 2024 |
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| TCG Advisory Services | 48k | $1.1M | 1% | Dec 2024 |
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| Kestra Advisory Services | 43k | $965k | 12% | Dec 2024 |
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| Astoria Portfolio Advisors | 41k | $911k | 231% | Mar 2025 |
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| Integrated Wealth Concepts | 38k | $852k | 14% | Dec 2024 |
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| Northwest Bancshares | 37k | $831k | 227% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 35k | $787k | 16% | Mar 2025 |
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| Brookstone Capital Management | 35k | $783k | 3% | Mar 2025 |
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| Brown Advisory Holdings Incorporated | 35k | $776k | 0% | Mar 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 32k | $713k | 2% | Mar 2025 |
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| Ballew Advisors | 31k | $693k | 113% | Mar 2025 |
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| J.w. Cole Advisors | 28k | $626k | 18% | Mar 2025 |
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| Key FInancial | 26k | $574k | 12% | Mar 2025 |
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| Brian McDonald | 24k | $533k | 0% | Dec 2024 |
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| Stephens | 23k | $513k | 16% | Mar 2025 |
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| Glass Jacobson Investment Advisors | 23k | $509k | 0% | Mar 2025 |
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| AA Financial Advisors | 23k | $507k | -12% | Mar 2025 |
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| Carnegie Capital Asset Management | 22k | $490k | 100% | Dec 2024 |
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| Private Advisory | 21k | $476k | 0% | Mar 2025 |
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| 4Thought Financial Group | 21k | $465k | 1% | Mar 2025 |
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| Geneos Wealth Management | 20k | $440k | 10% | Mar 2025 |
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| Turning Point Benefit Group | 20k | $428k | 100% | Mar 2025 |
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| We Are One Seven | 19k | $432k | 59% | Mar 2025 |
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| Hanson McClain Advisors | 19k | $420k | 0% | Mar 2025 |
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| Old Mission Capital | 19k | $420k | 100% | Dec 2024 |
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| Quad-Cities Investment Group | 18k | $406k | 4% | Mar 2025 |
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| Valtinson Bruner Financial Planning | 18k | $395k | 100% | Dec 2024 |
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| AlphaStar Capital Management | 17k | $372k | -4% | Mar 2025 |
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| Topsail Wealth Management | 17k | $370k | 100% | Mar 2025 |
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| Koss-Olinger Consulting | 16k | $368k | 3% | Mar 2025 |
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| Meriwether Wealth & Planning | 16k | $362k | 100% | Dec 2024 |
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| Jpmorgan Chase & Co | 16k | $348k | 69% | Mar 2025 |
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| Arete Wealth Advisors | 15k | $327k | 3% | Dec 2024 |
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| Oppenheimer & Co | 14k | $319k | 18% | Mar 2025 |
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| Net Worth Advisory Group | 14k | $316k | 10% | Mar 2025 |
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| WESPAC Advisors | 14k | $310k | 0% | Mar 2025 |
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| NFP Retirement | 13k | $283k | 38% | Dec 2024 |
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| Foundations Investment Advisors | 12k | $278k | 18% | Mar 2025 |
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| Pacific Wealth Strategies Group | 11k | $251k | 0% | Mar 2025 |
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| Union Bankshares | 10k | $224k | 100% | Mar 2025 |
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| RFG Advisory | 9.5k | $213k | 100% | Mar 2025 |
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| Gradient Investments | 9.3k | $208k | -14% | Mar 2025 |
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| Robertson Stephens Wealth Management | 8.9k | $200k | -57% | Mar 2025 |
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| Capital Analysts | 8.4k | $188k | 2% | Dec 2024 |
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| Horizons Wealth Management | 7.8k | $175k | 10% | Mar 2025 |
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| Harbour Investments | 6.9k | $155k | 29% | Mar 2025 |
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| MorganRosel Wealth Management | 5.7k | $129k | 100% | Mar 2025 |
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| Private Trust Co Na | 5.2k | $116k | 0% | Mar 2025 |
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| IFP Advisors | 4.5k | $101k | 0% | Mar 2025 |
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| Vista Private Wealth Partners | 2.5k | $56k | 173% | Dec 2024 |
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| CoreCap Advisors | 2.3k | $51k | 0% | Mar 2025 |
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| Rialto Wealth Management | 2.2k | $50k | 100% | Mar 2025 |
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| United Community Bank | 2.2k | $49k | 0% | Mar 2025 |
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| Richards, Merrill & Peterson | 1.9k | $42k | 100% | Mar 2025 |
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| Horizon Financial Services | 1.7k | $38k | -10% | Mar 2025 |
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| Ancora Advisors | 1.6k | $35k | 100% | Dec 2024 |
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| Aptus Capital Advisors | 1.6k | $35k | 251% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 1.4k | $30k | 0% | Dec 2024 |
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| Anchor Investment Management | 1.3k | $29k | 345% | Dec 2024 |
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| BlackRock | 1.2k | $26k | 0% | Mar 2025 |
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| AE Wealth Management | 898.00 | $20k | 100% | Dec 2024 |
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| Wolff Wiese Magana | 810.00 | $18k | 108% | Mar 2025 |
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| Bradley & Co. Private Wealth Management | 670.00 | $15k | 0% | Mar 2025 |
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| CBIZ Investment Advisory Services | 484.00 | $11k | 1% | Mar 2025 |
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| Guardian Wealth Advisors, Llc / Nc | 441.00 | $9.9k | 0% | Dec 2024 |
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| Aspect Partners | 274.00 | $6.1k | 0% | Dec 2024 |
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| Steward Partners Investment Advisory | 188.00 | $4.2k | 0% | Dec 2024 |
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| Principal Securities | 33.00 | $738.998700 | 0% | Mar 2025 |
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| AdvisorNet Financial | 27.00 | $604.999800 | 0% | Mar 2025 |
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Who sold out of Invesco Exch Trd Slf Idx Fd buletshs 2027?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Independent Advisor Alliance | Dec 2024 | 64k | $1.4M |
| Rebalance | Dec 2024 | 23k | $514k |
| Leo Wealth | Dec 2024 | 13k | $294k |
| National Asset Management | Sep 2024 | 12k | $277k |
| Alaska Permanent Capital Management | Dec 2024 | 5.2k | $116k |
| Voisard Asset Management Group | Sep 2024 | 4.5k | $102k |
| Householder Group Estate & Retirement Specialist | Sep 2024 | 2.0k | $46k |
| Nelson, Van Denburg & Campbell Wealth Management | Dec 2024 | 667.00 | $15k |
| Global Retirement Partners | Sep 2024 | 393.00 | $8.9k |