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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Top investors of Inv Bulletshs 2024 Etf etf/closed end- stock
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 |