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 | 3.6M | $81M | 5% | Mar 2024 |
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Morgan Stanley | 1.3M | $55M | 26% | Mar 2024 |
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LPL Financial | 714k | $16M | 42% | Mar 2024 |
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Wells Fargo & Company | 659k | $15M | -20% | Mar 2024 |
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Envestnet Asset Management | 640k | $15M | -19% | Mar 2024 |
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United Capital Financial Advisers | 581k | $13M | -2% | Mar 2024 |
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Asset Dedication | 499k | $11M | -21% | Mar 2024 |
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Milestone Asset Management | 486k | $11M | 1760% | Mar 2024 |
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Migdal Insurance & Financial Holdings | 462k | $11M | 7% | Mar 2024 |
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Integrated Wealth Concepts | 462k | $11M | -11% | Mar 2024 |
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Collective Family Office | 447k | $10M | 0% | Mar 2024 |
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CWM | 432k | $9.8M | 6% | Mar 2024 |
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Raymond James Financial Services Advisors | 404k | $9.2M | 8% | Mar 2024 |
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Ironwood Wealth Management | 368k | $8.4M | -17% | Mar 2024 |
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Advisory Alpha | 330k | $7.5M | 16% | Mar 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 317k | $7.2M | 0% | Mar 2024 |
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Kaye Capital Management | 277k | $6.3M | -20% | Mar 2024 |
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Old Second Wealth Management | 270k | $6.1M | 1% | Mar 2024 |
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Janney Montgomery Scott | 231k | $5.2M | -2% | Mar 2024 |
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Wright Fund Managment | 210k | $4.8M | 0% | Mar 2024 |
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Vista Private Wealth Partners | 207k | $4.7M | 189% | Mar 2024 |
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SFE Investment Counsel | 206k | $4.7M | -13% | Mar 2024 |
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Commonwealth Equity Services | 200k | $4.5M | 1% | Mar 2024 |
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Werba Rubin Papier Wealth Management | 195k | $4.4M | 0% | Mar 2024 |
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Banta Asset Managment | 187k | $4.2M | 0% | Dec 2023 |
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Advisor Group Holdings | 187k | $4.2M | -40% | Mar 2024 |
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Oder Investment Management | 183k | $4.2M | -1% | Mar 2024 |
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Bank of America Corporation | 181k | $4.1M | -58% | Mar 2024 |
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Verity Asset Management | 174k | $3.9M | 100% | Dec 2023 |
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UBS Group | 169k | $3.8M | -90% | Mar 2024 |
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Prospera Financial Services | 148k | $3.4M | -6% | Dec 2023 |
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Thrivent Financial for Lutherans | 147k | $3.3M | 65% | Mar 2024 |
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Raymond James & Associates | 142k | $3.2M | 13% | Mar 2024 |
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Wealthsource Partners | 139k | $3.2M | 16% | Dec 2023 |
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Horizons Wealth Management | 131k | $3.0M | 5% | Mar 2024 |
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Private Client Services | 126k | $2.9M | 56% | Mar 2024 |
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Capital Analysts | 120k | $2.7M | 5% | Mar 2024 |
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IFP Advisors | 115k | $2.6M | 9% | Dec 2023 |
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Delta Investment Management | 114k | $2.6M | 133% | Mar 2024 |
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Cambridge Investment Research Advisors | 113k | $2.6M | -19% | Mar 2024 |
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Northwest Bancshares | 110k | $2.5M | -2% | Mar 2024 |
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Private Advisor | 107k | $2.4M | -66% | Mar 2024 |
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River Street Advisors | 106k | $2.4M | 2% | Mar 2024 |
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Rebalance | 102k | $2.3M | -2% | Mar 2024 |
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Paradiem | 102k | $2.3M | 0% | Mar 2024 |
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Fca Corp | 96k | $2.2M | 2% | Mar 2024 |
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S.E.E.D. Planning Group | 92k | $2.1M | 0% | Mar 2024 |
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TrueNorth | 92k | $2.1M | -23% | Mar 2024 |
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Masso Torrence Wealth Management | 89k | $2.0M | 1% | Mar 2024 |
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Blue Barn Wealth | 87k | $2.0M | -37% | Mar 2024 |
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Glass Jacobson Investment Advisors | 86k | $2.0M | 0% | Mar 2024 |
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Stifel Financial | 86k | $2.0M | 0% | Mar 2024 |
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Ballew Advisors | 80k | $1.8M | 10% | Mar 2024 |
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Royal Bank of Canada | 79k | $1.8M | 30% | Mar 2024 |
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Ashton Thomas Private Wealth | 73k | $1.7M | 1% | Mar 2024 |
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AA Financial Advisors | 72k | $1.6M | 100% | Mar 2024 |
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Tyler-Stone Wealth Management | 71k | $1.6M | -24% | Mar 2024 |
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Pacific Wealth Strategies Group | 66k | $1.5M | 5% | Mar 2024 |
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Steward Partners Investment Advisory | 64k | $1.5M | 6% | Mar 2024 |
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Flow Traders US | 64k | $1.5M | 100% | Mar 2024 |
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Resources Investment Advisors | 64k | $1.4M | 473% | Mar 2024 |
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Jane Street | 63k | $1.4M | -70% | Mar 2024 |
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Harbour Investments | 61k | $1.4M | 1% | Dec 2023 |
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Gill Capital Partners | 60k | $1.4M | -7% | Mar 2024 |
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Evexia Wealth | 58k | $1.3M | 10% | Mar 2024 |
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Leo Wealth | 56k | $1.3M | 0% | Mar 2024 |
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Goss Wealth Management | 53k | $1.2M | 1% | Mar 2024 |
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Ameriprise Financial | 49k | $1.1M | 1% | Mar 2024 |
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Sound Stewardship | 49k | $1.1M | -47% | Mar 2024 |
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Atria Wealth Solutions | 47k | $1.1M | 21% | Mar 2024 |
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H D Vest Advisory Services | 47k | $1.1M | 2% | Mar 2024 |
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RFG Advisory | 46k | $1.1M | -8% | Mar 2024 |
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Retirement Solution | 44k | $1.0M | -2% | Mar 2024 |
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Gradient Investments | 44k | $1.0M | -4% | Mar 2024 |
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Farther Finance Advisors | 43k | $968k | -32% | Mar 2024 |
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TD Waterhouse Canada | 40k | $933k | 6% | Mar 2024 |
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Brookstone Capital Management | 40k | $902k | 5% | Mar 2024 |
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Park Avenue Securities | 39k | $891k | -20% | Mar 2024 |
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Brown Advisory Holdings Incorporated | 39k | $889k | 0% | Mar 2024 |
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GLOBALT Investments LLC / GA | 38k | $863k | -5% | Mar 2024 |
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Iron Financial | 37k | $849k | -16% | Mar 2024 |
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Stablepoint Partners | 37k | $831k | 16% | Mar 2024 |
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Western Wealth Management | 37k | $830k | -22% | Mar 2024 |
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Mercer Global Advisors | 35k | $803k | -83% | Mar 2024 |
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4Thought Financial Group | 34k | $771k | 18% | Mar 2024 |
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Insight Wealth Partners | 34k | $762k | -8% | Mar 2024 |
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Kestra Advisory Services | 31k | $710k | 1% | Dec 2023 |
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We Are One Seven | 31k | $704k | 149% | Dec 2023 |
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WESPAC Advisors | 30k | $684k | 3% | Mar 2024 |
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Geneos Wealth Management | 28k | $643k | 8% | Mar 2024 |
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BCS Wealth Management | 28k | $637k | 12% | Dec 2023 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 28k | $637k | 4% | Mar 2024 |
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Founders Financial Securities | 27k | $617k | -31% | Mar 2024 |
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Foundations Investment Advisors | 25k | $574k | -45% | Mar 2024 |
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Prime Capital Investment Advisors | 25k | $561k | 100% | Dec 2023 |
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TCG Advisory Services | 25k | $561k | -31% | Mar 2024 |
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Flaharty Asset Management | 24k | $546k | 0% | Dec 2023 |
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Key FInancial | 24k | $539k | 123% | Mar 2024 |
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Leavell Investment Management | 22k | $500k | 0% | Mar 2024 |
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WealthBridge Capital Management | 22k | $496k | 100% | Mar 2024 |
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AlphaStar Capital Management | 20k | $460k | -13% | Mar 2024 |
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Stratos Wealth Partners | 20k | $445k | 67% | Mar 2024 |
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Private Advisory | 19k | $437k | 5% | Mar 2024 |
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Wealth Enhancement Advisory Services | 19k | $425k | 100% | Mar 2024 |
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Patton Albertson & Miller | 19k | $424k | 0% | Mar 2024 |
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Wealthstar Advisors | 19k | $420k | -1% | Mar 2024 |
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Quad-Cities Investment Group | 17k | $388k | 1% | Mar 2024 |
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Kestra Private Wealth Services | 17k | $383k | 0% | Mar 2024 |
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Voisard Asset Management Group | 17k | $379k | 5% | Mar 2024 |
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National Asset Management | 17k | $372k | 54% | Mar 2024 |
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Stephens | 15k | $344k | -5% | Mar 2024 |
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Straight Path Wealth Management | 14k | $322k | -20% | Mar 2024 |
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American Planning Services | 14k | $310k | 100% | Mar 2024 |
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Mariner Wealth Advisors | 13k | $291k | 100% | Mar 2024 |
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Susquehanna International | 12k | $274k | -40% | Mar 2024 |
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CoreCap Advisors | 12k | $267k | 0% | Dec 2023 |
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Evanson Asset Management | 12k | $264k | 0% | Mar 2024 |
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Arete Wealth Advisors | 12k | $262k | 100% | Mar 2024 |
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Transcend Wealth Collective | 11k | $239k | 0% | Mar 2024 |
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Eqis Capital Management | 10k | $235k | -15% | Mar 2024 |
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Citadel Advisors | 9.9k | $225k | -49% | Mar 2024 |
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Tennessee Valley Asset Management Partners | 9.9k | $225k | 84% | Mar 2024 |
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Shufro Rose & Co | 9.0k | $205k | 0% | Mar 2024 |
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Ti-trust | 8.9k | $203k | 0% | Mar 2024 |
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Carmel Capital Partners | 8.9k | $201k | 0% | Mar 2024 |
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Brian McDonald | 8.4k | $190k | -61% | Mar 2024 |
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Nalls Sherbakoff Group | 8.0k | $181k | 0% | Dec 2023 |
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Larson Financial Group | 6.2k | $140k | 11% | Mar 2024 |
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Creative Financial Designs | 5.7k | $130k | 0% | Mar 2024 |
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Atwood & Palmer | 5.3k | $119k | 0% | Mar 2024 |
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Global Retirement Partners | 4.5k | $102k | 0% | Mar 2024 |
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Hanson McClain Advisors | 4.4k | $101k | 0% | Mar 2024 |
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CBIZ Investment Advisory Services | 2.7k | $62k | 100% | Mar 2024 |
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Horizon Financial Services | 2.3k | $53k | 100% | Mar 2024 |
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Y.D. More Investments | 1.4k | $32k | 0% | Mar 2024 |
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Householder Group Estate & Retirement Specialist | 1.2k | $27k | 280% | Mar 2024 |
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Principal Securities | 1.1k | $25k | 0% | Mar 2024 |
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AdvisorNet Financial | 622.00 | $14k | 0% | Mar 2024 |
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Tower Research Capital | 601.00 | $14k | 0% | Mar 2024 |
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Benjamin F. Edwards & Company | 589.00 | $13k | -24% | Mar 2024 |
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Hobbs Group Advisors | 496.00 | $11k | 100% | Dec 2023 |
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Private Trust Co Na | 412.00 | $9.4k | -67% | Mar 2024 |
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Aspect Partners | 278.00 | $6.3k | 0% | Mar 2024 |
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Financial Gravity Wealth | 236.00 | $5.1k | 0% | Dec 2023 |
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Mascoma Wealth Management | 180.00 | $4.1k | 0% | Mar 2024 |
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Jpmorgan Chase & Co | 148.00 | $3.4k | 114% | Mar 2024 |
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Independence Bank of Kentucky | 131.00 | $3.0k | -86% | Mar 2024 |
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Trust Co Of Vermont | 131.00 | $3.0k | 0% | Mar 2024 |
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Bnp Paribas Arbitrage, Snc | 70.00 | $1.6k | 17% | Mar 2024 |
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Missouri Trust & Investment | 22.00 | $500.000600 | 0% | Mar 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 |
---|---|---|---|
Goldman Sachs Group | Dec 2023 | 1.2M | $27M |
Captrust Financial Advisors | Dec 2023 | 471k | $11M |
AE Wealth Management | Dec 2023 | 88k | $2.0M |
Segment Wealth Management | Dec 2023 | 33k | $744k |
Darren Munn | Dec 2023 | 29k | $658k |
MONECO Advisors | Dec 2023 | 16k | $358k |
Koss-Olinger Consulting | Sep 2023 | 14k | $307k |
Inscription Capital | Dec 2023 | 12k | $280k |
Wealthcare Advisory Partners | Dec 2023 | 9.0k | $206k |
Friedenthal Financial | Dec 2023 | 8.5k | $194k |
Anchor Investment Management | Dec 2023 | 2.4k | $55k |
BKM Wealth Management | Dec 2023 | 2.4k | $54k |
RFP Financial Group | Sep 2023 | 825.00 | $19k |
Penserra Capital Management | Dec 2023 | 325.00 | $7.0k |