Invesco Bulletshares 2025 HYBSJPETF
13F holders, Q1 2024 (March 31)158holders
$22.94avg. 13F price*
At the end of Q1 2024, 158 institutions reported holding Invesco Bulletshares 2025 HY (BSJP) in their 13F filings. The largest holders were UBS Group AG ($42.0M), LPL Financial LLC ($25.9M) and Cetera Investment Advisers ($24.8M).
- Company
- Invesco Bulletshares 2025 HY
- CUSIP
- 46138J817
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $32.0M |
| Exits | 11 | $19.2M |
Ownership 158 holders
| UBS Group AG | 0.01% | Add +500.2% | 1,831,405 | $42.0M |
| LPL Financial LLC | 0.01% | Add +21.2% | 1,130,247 | $25.9M |
| Cetera Investment Advisers | 0.06% | New | 1,082,712 | $24.8M |
| Mirador Capital Partners LP | 4.70% | Add +16.4% | 1,073,320 | $24.6M |
| Wells Fargo & Company | 0.01% | Add +10.8% | 1,040,619 | $23.9M |
| Morgan Stanley | 0.00% | Add +59.6% | 1,017,316 | $23.3M |
| Sterling Financial Group, Inc. | 8.48% | Add +34.1% | 778,283 | $17.9M |
| Ocean Park Asset Management, LLC | 0.75% | Add +25.6% | 691,600 | $15.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.5% | 674,214 | $15.5M |
| Legacy Financial Group LLC | 2.92% | Add +3237.4% | 628,474 | $14.4M |
| Osaic Holdings, Inc. | 0.03% | Add +12.2% | 593,734 | $13.6M |
| Bank of America Corp. | 0.00% | Reduce -2.9% | 506,553 | $11.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +20.8% | 473,391 | $10.9M |
| Integrated Wealth Concepts LLC | 0.14% | Reduce -3.9% | 426,850 | $9.8M |
| Captrust Financial Advisors | 0.03% | Add +50.7% | 410,166 | $9.4M |
| Ironwood Financial, llc | 2.14% | Reduce -13.6% | 404,773 | $9.3M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -0.5% | 388,962 | $8.9M |
| Intrua Financial, LLC | 1.15% | Add +9.8% | 321,926 | $7.4M |
| Chatham Capital Group, Inc. | 1.23% | Add +8.1% | 290,855 | $6.7M |
| Advisory Alpha, LLC | 0.27% | Add +19.0% | 284,645 | $6.5M |
| SFE Investment Counsel | 1.45% | Reduce -0.8% | 278,945 | $6.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +29.8% | 272,550 | $6.3M |
| Stablepoint Partners, LLC | 1.01% | Add +15.5% | 218,120 | $5.0M |
| Ashton Thomas Private Wealth, LLC | 0.27% | Add +17.2% | 208,845 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +21.4% | 196,919 | $4.5M |
| FF Advisors,LLC | 3.11% | Add +44.2% | 196,061 | $4.5M |
| Cwm, LLC | 0.02% | Reduce -27.5% | 189,694 | $4.4M |
| Raymond James & Associates | 0.00% | Add +171.0% | 173,676 | $4.0M |
| Collective Family Office LLC | 1.27% | Add +3.3% | 171,165 | $3.9M |
| Werba Rubin Papier Wealth Management | 1.09% | Add +29.5% | 164,452 | $3.8M |
| IHT Wealth Management, LLC | 0.14% | Reduce -1.1% | 154,730 | $3.6M |
| Oder Investment Management, LLC | 3.15% | Add +14.9% | 147,361 | $3.4M |
| Royal Bank of Canada | 0.00% | Add +25.1% | 142,155 | $3.3M |
| Merit Financial Group, LLC | 0.07% | Add +1318.2% | 134,398 | $3.1M |
| Prospera Financial Services Inc | 0.09% | Reduce -2.1% | 131,262 | $3.0M |
| Horizons Wealth Management | 1.95% | No change | 130,894 | $3.0M |
| Private Client Services, LLC | 1.95% | Add +53.8% | 126,768 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -51.8% | 124,723 | $2.9M |
| RPg Family Wealth Advisory, LLC | 0.89% | Add +5.8% | 122,530 | $2.8M |
| Park Avenue Securities LLC | 0.03% | Add +56.5% | 113,429 | $2.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.96% | Add +8.0% | 112,960 | $2.6M |
| AA Financial Advisors, LLC | 1.00% | Add +862.4% | 108,419 | $2.5M |
| Northwest Bancshares, Inc. | 0.38% | Add +0.4% | 104,612 | $2.4M |
| Verity Asset Management, Inc. | 1.30% | Add +418.4% | 101,317 | $2.3M |
| Fusion Family Wealth, LLC | 0.24% | Reduce -11.8% | 112,029 | $2.3M |
| Paradiem, LLC | 0.56% | Add +0.9% | 99,537 | $2.3M |
| Rebalance, LLC | 0.17% | Add +13.5% | 90,456 | $2.1M |
| S.E.E.D. Planning Group LLC | 0.76% | Add +2.1% | 90,298 | $2.1M |
| Robertson Stephens Wealth Management, LLC | 0.11% | Reduce -3.2% | 90,142 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Reduce -21.4% | 88,358 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +3.6% | 82,711 | $1.9M |
| Old Mission Capital LLC | 0.05% | New | 82,465 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.70% | Add +55.3% | 81,258 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +231.0% | 80,619 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +72.4% | 79,342 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +55.5% | 73,294 | $1.7M |
| Carnegie Investment Counsel | 0.05% | Reduce -6.7% | 72,789 | $1.7M |
| IFP Advisors, Inc | 0.07% | Reduce -20.9% | 71,125 | $1.6M |
| Tyler-Stone Wealth Management | 0.72% | Reduce -14.6% | 70,917 | $1.6M |
| Capital Analysts, LLC | 0.07% | Add +99.8% | 68,782 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -82.2% | 66,499 | $1.5M |
| Western Wealth Management, LLC | 0.12% | Add +1.6% | 65,331 | $1.5M |
| Ballew Advisors, Inc | 1.02% | Add +13.7% | 64,255 | $1.5M |
| Pacific Wealth Strategies Group, Inc. | 1.23% | Add +7.2% | 63,947 | $1.5M |
| HUB Investment Partners, LLC | 0.08% | Reduce -5.6% | 60,829 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +10.2% | 56,523 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Add +17.4% | 55,179 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +2.5% | 52,916 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +96.0% | 51,156 | $1.2M |
| Wealthspire Retirement, LLC | 0.10% | Reduce -4.6% | 49,973 | $1.1M |
| Sound Stewardship, LLC | 0.68% | Reduce -46.5% | 48,957 | $1.1M |
| Old Second National Bank of Aurora | 0.29% | Add +38.4% | 48,805 | $1.1M |
| Segment Wealth Management, LLC | 0.08% | Add +42.1% | 48,163 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +34.9% | 47,251 | $1.1M |
| Fca Corp. | 0.35% | Add +5.1% | 46,896 | $1.1M |
| Altrius Capital Management Inc | 0.26% | Add +4.4% | 44,694 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.7% | 44,666 | $1.0M |
| Gradient Investments LLC | 0.02% | Reduce -2.8% | 44,432 | $1.0M |
| Leo Wealth, LLC | 0.10% | No change | 43,821 | $1.0M |
| Masso Torrence Wealth Management Inc. | 0.59% | Add +0.0% | 43,182 | $991K |
| Evexia Wealth LLC | 0.39% | Add +9.9% | 40,865 | $936K |
| Brookstone Capital Management | 0.02% | Add +6.8% | 40,728 | $935K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | New | 40,210 | $923K |
| River Street Advisors LLC | 0.62% | Add +44.8% | 40,202 | $923K |
| IRON Financial LLC | 0.46% | Add +1.6% | 35,698 | $819K |
| Flaharty Asset Management, LLC | 0.12% | No change | 34,900 | $801K |
| Insight Wealth Partners, LLC | 0.49% | Reduce -2.7% | 33,122 | $760K |
| Denver PWM, LLC | 0.29% | New | 32,697 | $749K |
| WESPAC Advisors, LLC | 0.40% | Reduce -12.5% | 30,070 | $690K |
| Brown Advisory Inc. | 0.00% | No change | 29,728 | $682K |
| Shufro Rose & Co. LLC | 0.05% | Add +9.7% | 28,291 | $649K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +0.6% | 27,699 | $636K |
| Key Financial Inc | 0.16% | Add +103.3% | 27,619 | $634K |
| Larson Financial Group LLC | 0.05% | Reduce -12.4% | 26,406 | $606K |
| Voisard Asset Management Group, Inc. | 0.33% | No change | 25,661 | $589K |
| Founders Financial Securities LLC | 0.06% | No change | 24,788 | $569K |
| AlphaStar Capital Management, LLC | 0.06% | Reduce -12.7% | 24,462 | $561K |
| Trilogy Capital Inc. | 0.03% | Add +8.8% | 24,109 | $553K |
| Geneos Wealth Management Inc. | 0.02% | Add +70.4% | 23,552 | $541K |
| Thrivent Financial for Lutherans | 0.00% | New | 23,344 | $536K |
"% of holder's portfolio" is BSJP's weight in each manager's 13F, not the share of Invesco Bulletshares 2025 HY the manager owns.