Invesco BulletSh Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 11/12/2025 | 2.13 M | $49.05 M | 13.57% | 8.38% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 979.76 K | $22.59 M | -13.79% | 3.86% |
| MORGAN STANLEY | 05/27/2026 | 966.50 K | $22.29 M | -3.05% | 3.81% |
| MIRADOR CAPITAL PARTNERS LP | 10/07/2025 | 750.41 K | $17.30 M | -68.59% | 2.96% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 582.72 K | $13.44 M | -5.32% | 2.29% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 11/14/2025 | 538.38 K | $12.42 M | 1.20% | 2.12% |
| ADVISORY ALPHA, LLC | 11/12/2025 | 512.53 K | $11.82 M | 2.32% | 2.02% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 472.97 K | $10.91 M | -32.46% | 1.86% |
| AA FINANCIAL ADVISORS, LLC | 10/14/2025 | 444.95 K | $10.26 M | 8.14% | 1.75% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 11/04/2025 | 368.28 K | $8.49 M | -6.05% | 1.45% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 359.55 K | $8.30 M | -5.74% | 1.42% |
| STABLEPOINT PARTNERS, LLC | 11/03/2025 | 313.09 K | $7.22 M | 7.58% | 1.23% |
| VERITY ASSET MANAGEMENT, INC. | 11/14/2025 | 278.81 K | $6.43 M | -10.68% | 1.10% |
| IHT WEALTH MANAGEMENT, LLC | 11/14/2025 | 274.55 K | $6.33 M | 12.67% | 1.08% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2025 | 267.23 K | $6.16 M | -24.89% | 1.05% |
| JANE STREET GROUP, LLC | 11/14/2025 | 259.78 K | $5.99 M | 62.53% | 1.02% |
| FF ADVISORS,LLC | 11/13/2025 | 243.99 K | $5.63 M | 4.66% | 0.96% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 240.03 K | $5.54 M | -49.93% | 0.95% |
| INTRUA FINANCIAL, LLC | 10/29/2025 | 230.38 K | $5.31 M | -0.88% | 0.91% |
| ROYAL BANK OF CANADA | 11/14/2025 | 192.46 K | $4.44 M | 1.57% | 0.76% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 191.99 K | $4.43 M | -23.10% | 0.76% |
| MILESTONE ASSET MANAGEMENT, LLC | 10/15/2025 | 190.68 K | $4.40 M | -87.98% | 0.75% |
| PROSPERA FINANCIAL SERVICES INC | 11/06/2025 | 177.64 K | $4.10 M | 2.77% | 0.70% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 173.05 K | $3.99 M | -0.02% | 0.68% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 159.85 K | $3.69 M | -14.37% | 0.63% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 152.04 K | $3.51 M | 0.43% | 0.60% |
| ODER INVESTMENT MANAGEMENT, LLC | 11/10/2025 | 144.30 K | $3.33 M | -7.81% | 0.57% |
| EVEXIA WEALTH LLC | 11/12/2025 | 143.56 K | $3.31 M | 6.14% | 0.57% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 132.68 K | $3.06 M | 2.05% | 0.52% |
| WERBA RUBIN PAPIER WEALTH MANAGEMENT | 11/04/2025 | 130.75 K | $3.02 M | -17.03% | 0.51% |
| UBS GROUP AG | 11/13/2025 | 127.11 K | $2.93 M | 9.37% | 0.50% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 112.20 K | $2.59 M | 6.22% | 0.44% |
| TFR CAPITAL, LLC. | 10/31/2025 | 111.45 K | $2.57 M | 17.37% | 0.44% |
| HOWARD WEALTH MANAGEMENT, LLC | 11/03/2025 | 109.50 K | $2.53 M | 0.44% | 0.43% |
| LIDO ADVISORS, LLC | 11/14/2025 | 108.97 K | $2.51 M | 0.57% | 0.43% |
| MONTIS FINANCIAL, LLC | 10/28/2025 | 108.44 K | $2.50 M | 100.00% | 0.43% |
| GLASS JACOBSON INVESTMENT ADVISORS LLC | 10/29/2025 | 107.52 K | $2.48 M | -2.02% | 0.42% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 107.21 K | $2.47 M | -8.01% | 0.42% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 99.02 K | $2.28 M | -33.43% | 0.39% |
| NORTHWEST BANCSHARES, INC. | 11/14/2025 | 98.50 K | $2.27 M | -4.10% | 0.39% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 98.31 K | $2.27 M | 4.90% | 0.39% |
| PARADIEM, LLC | 10/17/2025 | 89.23 K | $2.06 M | 0.00% | 0.35% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 11/03/2025 | 77.67 K | $1.79 M | 3.08% | 0.31% |
| S.E.E.D. PLANNING GROUP LLC | 10/14/2025 | 76.99 K | $1.78 M | 4.80% | 0.30% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 68.51 K | $1.58 M | 6.23% | 0.27% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 64.92 K | $1.50 M | 100.00% | 0.26% |
| KEY FINANCIAL INC | 11/05/2025 | 63.69 K | $1.47 M | 7.29% | 0.25% |
| VANTAGE POINT FINANCIAL LLC | 10/24/2025 | 62.58 K | $1.44 M | -5.78% | 0.25% |
| ATOMI FINANCIAL GROUP, INC. | 11/10/2025 | 60.84 K | $1.40 M | -12.35% | 0.24% |
| SFE INVESTMENT COUNSEL | 11/14/2025 | 59.60 K | $1.37 M | -28.10% | 0.23% |
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Invesco BulletSh institutional Ownership - FAQ's
During the previous two years, 28 institutional investors and hedge funds held shares of Invesco BulletSh. The most heavily invested institutionals were:
COMERICA BANK: 0
ROVIN CAPITAL /UT/ /ADV: 0
Blue Barn Wealth, LLC: 0
Nalls Sherbakoff Group, LLC: 0
Masso Torrence Wealth Management Inc.: 26,017
Siligmueller & Norvid Wealth Advisors LLC: 0
62.53% of Invesco BulletSh stock is owned by institutional investors.
Institutional investors have bought a total of 2.91 M shares in the last 24 months. This purchase volume represents approximately $67.14 M in transactions.