Who owns Inv Bulletshs 2024 Etf etf/closed end-?
- Ticker: BSJO
- CUSIP Number: 46138j833
Tip: Access positions for across all investors
Analyze quarterly positions in Inv Bulletshs 2024 Etf etf/closed end- with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Inv Bulletshs 2024 Etf etf/closed end- this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Mirador Capital Partners | 1.7M | $39M | -50% | Sep 2024 |
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Morgan Stanley | 1.3M | $31M | 0% | Jun 2024 |
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Cetera Investment Advisers | 769k | $18M | -3% | Jun 2024 |
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Envestnet Asset Management | 634k | $14M | -3% | Sep 2024 |
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LPL Financial | 631k | $14M | 1% | Sep 2024 |
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United Capital Financial Advisers | 576k | $13M | -2% | Sep 2024 |
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CWM | 442k | $10M | 0% | Sep 2024 |
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Wells Fargo & Company | 436k | $9.9M | -24% | Sep 2024 |
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Milestone Asset Management | 412k | $9.4M | -14% | Sep 2024 |
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Advisory Alpha | 394k | $9.0M | 12% | Sep 2024 |
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Asset Dedication | 350k | $7.9M | -30% | Sep 2024 |
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Integrated Wealth Concepts | 331k | $7.5M | -19% | Sep 2024 |
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Kaye Capital Management | 278k | $6.3M | -1% | Sep 2024 |
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Janney Montgomery Scott | 218k | $5.0M | -4% | Sep 2024 |
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Thrivent Financial for Lutherans | 209k | $4.7M | 42% | Sep 2024 |
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Bank of America Corporation | 188k | $4.3M | 82% | Sep 2024 |
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Susquehanna International | 183k | $4.2M | 139% | Sep 2024 |
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Commonwealth Equity Services | 179k | $4.1M | -2% | Sep 2024 |
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Raymond James & Associates | 165k | $3.7M | 7% | Sep 2024 |
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Oder Investment Management | 164k | $3.7M | -8% | Sep 2024 |
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Verity Asset Management | 157k | $3.6M | 0% | Sep 2024 |
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Evexia Wealth | 140k | $3.2M | 17% | Sep 2024 |
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Tyler-Stone Wealth Management | 135k | $3.1M | 80% | Sep 2024 |
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Prospera Financial Services | 134k | $3.0M | -7% | Sep 2024 |
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Kestra Advisory Services | 121k | $2.7M | -12% | Sep 2024 |
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Resources Investment Advisors | 119k | $2.7M | 2% | Sep 2024 |
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Cambridge Investment Research Advisors | 104k | $2.4M | -3% | Sep 2024 |
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Advisor Group Holdings | 104k | $2.4M | -45% | Sep 2024 |
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Northwest Bancshares | 103k | $2.3M | -1% | Sep 2024 |
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Paradiem | 102k | $2.3M | 0% | Sep 2024 |
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Horizons Wealth Management | 99k | $2.3M | -1% | Sep 2024 |
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IFP Advisors | 96k | $2.2M | 1% | Jun 2024 |
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Raymond James Financial Services Advisors | 92k | $2.1M | -77% | Sep 2024 |
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Stifel Financial | 89k | $2.0M | 3% | Jun 2024 |
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S.E.E.D. Planning Group | 87k | $2.0M | 2% | Sep 2024 |
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Jpmorgan Chase & Co | 86k | $2.0M | 27% | Sep 2024 |
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Masso Torrence Wealth Management | 84k | $1.9M | -5% | Jun 2024 |
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Pacific Wealth Strategies Group | 84k | $1.9M | 22% | Sep 2024 |
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Mml Investors Services | 83k | $1.9M | -2% | Sep 2024 |
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Glass Jacobson Investment Advisors | 79k | $1.8M | -7% | Sep 2024 |
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Rebalance | 78k | $1.8M | -18% | Sep 2024 |
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Werba Rubin Papier Wealth Management | 76k | $1.7M | -32% | Sep 2024 |
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Invesco | 72k | $1.6M | 100% | Sep 2024 |
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Jane Street | 72k | $1.6M | -59% | Sep 2024 |
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AA Financial Advisors | 71k | $1.6M | 2% | Sep 2024 |
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We Are One Seven | 69k | $1.6M | 47% | Sep 2024 |
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Private Advisor | 68k | $1.5M | -13% | Sep 2024 |
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Royal Bank of Canada | 65k | $1.5M | -22% | Sep 2024 |
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Harbour Investments | 61k | $1.4M | 0% | Sep 2024 |
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Leo Wealth | 59k | $1.4M | 7% | Sep 2024 |
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Blue Barn Wealth | 58k | $1.3M | -15% | Sep 2024 |
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Ballew Advisors | 56k | $1.3M | 0% | Sep 2024 |
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Goss Wealth Management | 55k | $1.3M | 4% | Jun 2024 |
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Old Mission Capital | 50k | $1.1M | 410% | Jun 2024 |
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Atria Wealth Solutions | 48k | $1.1M | 19% | Sep 2024 |
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Sound Stewardship | 47k | $1.1M | -1% | Sep 2024 |
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Retirement Solution | 46k | $1.0M | 1% | Sep 2024 |
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Atomi Financial Group | 44k | $997k | 10% | Sep 2024 |
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Brown Advisory Holdings Incorporated | 39k | $889k | 0% | Jun 2024 |
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Gradient Investments | 36k | $823k | -9% | Sep 2024 |
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4Thought Financial Group | 36k | $822k | 0% | Sep 2024 |
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Brookstone Capital Management | 36k | $821k | 2% | Sep 2024 |
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Key FInancial | 34k | $776k | 11% | Sep 2024 |
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GLOBALT Investments LLC / GA | 33k | $755k | -3% | Sep 2024 |
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Mercer Global Advisors | 33k | $750k | -7% | Jun 2024 |
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SFE Investment Counsel | 33k | $740k | -60% | Sep 2024 |
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WealthBridge Capital Management | 32k | $732k | 52% | Sep 2024 |
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Diversify Advisory Services | 32k | $723k | -22% | Sep 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 30k | $682k | 1% | Sep 2024 |
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Stablepoint Partners | 30k | $677k | -17% | Sep 2024 |
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TD Waterhouse Canada | 30k | $677k | -17% | Sep 2024 |
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Stratos Wealth Partners | 30k | $669k | 40% | Sep 2024 |
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Insight Wealth Partners | 29k | $660k | 0% | Sep 2024 |
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Geneos Wealth Management | 29k | $658k | 2% | Jun 2024 |
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Founders Financial Securities | 27k | $617k | -19% | Sep 2024 |
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Foundations Investment Advisors | 27k | $608k | 2% | Sep 2024 |
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Kovack Advisors | 26k | $594k | 100% | Sep 2024 |
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CRA Financial Services | 25k | $572k | 115% | Sep 2024 |
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Flaharty Asset Management | 24k | $546k | 0% | Sep 2024 |
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Farther Finance Advisors | 24k | $541k | -40% | Sep 2024 |
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BCS Wealth Management | 23k | $523k | -6% | Sep 2024 |
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Mutual Advisors | 23k | $519k | -14% | Sep 2024 |
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Park Avenue Securities | 22k | $502k | -38% | Sep 2024 |
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Private Advisory | 22k | $501k | -2% | Sep 2024 |
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Wealth Enhancement Advisory Services | 21k | $485k | 14% | Jun 2024 |
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WFA of San Diego | 21k | $480k | 100% | Sep 2024 |
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Koss-Olinger Consulting | 21k | $472k | 3% | Sep 2024 |
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AlphaStar Capital Management | 20k | $457k | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 20k | $454k | -69% | Jun 2024 |
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Jones Financial Companies, L.L | 18k | $407k | 100% | Sep 2024 |
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Quad-Cities Investment Group | 17k | $380k | -3% | Sep 2024 |
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Straight Path Wealth Management | 17k | $374k | 1% | Sep 2024 |
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National Asset Management | 16k | $363k | -4% | Jun 2024 |
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J.w. Cole Advisors | 16k | $358k | 100% | Sep 2024 |
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Voisard Asset Management Group | 16k | $356k | -8% | Sep 2024 |
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WESPAC Advisors | 16k | $352k | 0% | Sep 2024 |
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RFG Advisory | 15k | $350k | -42% | Sep 2024 |
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Kestra Private Wealth Services | 15k | $343k | -12% | Sep 2024 |
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American Planning Services | 15k | $334k | 8% | Jun 2024 |
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Stephens | 15k | $333k | 1% | Sep 2024 |
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Larson Financial Group | 15k | $330k | 47% | Sep 2024 |
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Patton Albertson & Miller | 14k | $318k | -25% | Jun 2024 |
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Arete Wealth Advisors | 14k | $316k | 20% | Sep 2024 |
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Iron Financial | 14k | $308k | -61% | Sep 2024 |
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TCG Advisory Services | 13k | $305k | -46% | Jun 2024 |
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Net Worth Advisory Group | 13k | $297k | 100% | Sep 2024 |
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Western Wealth Management | 12k | $282k | -30% | Sep 2024 |
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Meridian Financial | 12k | $275k | 0% | Sep 2024 |
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Tennessee Valley Asset Management Partners | 12k | $273k | 1% | Sep 2024 |
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AQR Capital Management | 12k | $273k | 100% | Sep 2024 |
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CoreCap Advisors | 12k | $267k | 0% | Sep 2024 |
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Leavell Investment Management | 12k | $261k | -39% | Sep 2024 |
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Mariner Wealth Advisors | 11k | $241k | -13% | Sep 2024 |
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Transcend Wealth Collective | 11k | $239k | 0% | Sep 2024 |
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Evanson Asset Management | 10k | $229k | -13% | Sep 2024 |
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Citadel Advisors | 9.4k | $214k | -7% | Sep 2024 |
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Prime Capital Investment Advisors | 9.1k | $208k | -33% | Sep 2024 |
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H D Vest Advisory Services | 9.0k | $205k | -81% | Jun 2024 |
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Ti-trust | 8.9k | $203k | 0% | Sep 2024 |
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Carmel Capital Partners | 8.9k | $201k | 0% | Sep 2024 |
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GAMMA Investing | 6.5k | $147k | 282% | Sep 2024 |
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Horizon Financial Services | 6.1k | $140k | 166% | Jun 2024 |
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Brian McDonald | 4.9k | $112k | -5% | Sep 2024 |
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Hobbs Group Advisors | 3.5k | $79k | 1% | Sep 2024 |
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Global Retirement Partners | 3.0k | $69k | -32% | Sep 2024 |
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CBIZ Investment Advisory Services | 2.8k | $64k | 1% | Sep 2024 |
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Unique Wealth Strategies | 2.8k | $63k | 100% | Jun 2024 |
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Ashton Thomas Securities | 2.3k | $52k | 100% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 2.2k | $49k | -99% | Sep 2024 |
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Tower Research Capital | 1.5k | $34k | 150% | Jun 2024 |
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Migdal Insurance & Financial Holdings | 1.2k | $28k | -42% | Sep 2024 |
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Principal Securities | 808.00 | $18k | -26% | Sep 2024 |
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Vista Private Wealth Partners | 720.00 | $16k | 0% | Sep 2024 |
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Benjamin F. Edwards & Company | 676.00 | $15k | 15% | Jun 2024 |
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Atwood & Palmer | 650.00 | $15k | -88% | Sep 2024 |
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Bank Of Oklahoma National Association / | 566.00 | $13k | 100% | Sep 2024 |
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Householder Group Estate & Retirement Specialist | 395.00 | $8.0k | -34% | Sep 2024 |
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Private Trust Co Na | 395.00 | $9.0k | -4% | Jun 2024 |
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AdvisorNet Financial | 315.00 | $7.2k | 0% | Sep 2024 |
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Aspect Partners | 278.00 | $6.3k | 0% | Sep 2024 |
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Independence Bank of Kentucky | 131.00 | $3.0k | 0% | Sep 2024 |
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Mattson Financial Services | 96.00 | $2.2k | 0% | Sep 2024 |
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Missouri Trust & Investment | 22.00 | $500.000600 | 0% | Sep 2024 |
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Reston Wealth Management | 1.00 | $15.000000 | 100% | Sep 2024 |
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Who sold out of Inv Bulletshs 2024 Etf etf/closed end-?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Summit Investment Advisory Services | Jun 2024 | 394k | $9.0M |
Collective Family Office | Jun 2024 | 334k | $7.6M |
Ironwood Wealth Management | Jun 2024 | 259k | $5.9M |
Wright Fund Managment | Jun 2024 | 210k | $4.8M |
Private Client Services | Jun 2024 | 125k | $2.8M |
Delta Investment Management | Mar 2024 | 114k | $2.6M |
Fca Corp | Mar 2024 | 96k | $2.2M |
TrueNorth | Mar 2024 | 92k | $2.1M |
Us Bancorp | Jun 2024 | 31k | $711k |
Wealthstar Advisors | Mar 2024 | 19k | $420k |
Equitable Holdings | Mar 2024 | 14k | $323k |
Shufro Rose & Co | Mar 2024 | 9.0k | $205k |
Ashton Thomas Private Wealth | Jun 2024 | 7.6k | $172k |
Creative Financial Designs | Jun 2024 | 5.7k | $130k |
Darren Munn | Jun 2024 | 682.00 | $16k |
Penserra Capital Management | Jun 2024 | 348.00 | $8.0k |
Brown Financial Advisors | Jun 2024 | 208.00 | $4.7k |
Trust Co Of Vermont | Jun 2024 | 131.00 | $3.0k |
Northwestern Mutual Wealth Management Company | Jun 2024 | 100.00 | $2.3k |
Financial Gravity Wealth | Mar 2024 | 28.00 | $624.999200 |
Bnp Paribas Arbitrage, Snc | Jun 2024 | 86.00 | $2.0k |