Invesco Bulletshares 2025 HYBSJPETF
13F holders, Q3 2024 (September 30)178holders −8
10new positions
18sold out
$23.11avg. 13F price*
At the end of Q3 2024, 178 institutions reported holding Invesco Bulletshares 2025 HY (BSJP) in their 13F filings, down 8 from Q2 2024. 10 opened new positions and 18 sold out. The largest holders were Mirador Capital Partners LP ($64.7M), UBS Group AG ($46.0M) and LPL Financial LLC ($37.7M).
- Company
- Invesco Bulletshares 2025 HY
- CUSIP
- 46138J817
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $6.7M |
| Exits | 18 | $38.8M |
All 13F filers, Q2 2024 → Q3 2024: 4,422,092 shares bought and 3,476,945 shares sold, net +945,147 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 178 holders
| Mirador Capital Partners LP | 11.65% | Add +86.5% | 2,799,727 | $64.7M |
| UBS Group AG | 0.01% | Reduce -22.2% | 1,988,149 | $46.0M |
| LPL Financial LLC | 0.02% | Add +26.1% | 1,630,992 | $37.7M |
| Cetera Investment Advisers | 0.06% | Add +4.9% | 1,275,035 | $29.5M |
| Morgan Stanley | 0.00% | Reduce -1.0% | 1,091,557 | $25.2M |
| Wells Fargo & Company | 0.01% | Reduce -4.3% | 1,043,831 | $24.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.2% | 834,349 | $19.3M |
| Sterling Financial Group, Inc. | 7.79% | Add +0.3% | 788,090 | $18.2M |
| Delta Investment Management, LLC | 3.55% | Add +237.7% | 752,429 | $17.4M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +11.2% | 636,981 | $14.7M |
| Collective Family Office LLC | 3.90% | Add +60.0% | 621,767 | $14.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.21% | Add +3.6% | 559,136 | $12.9M |
| Bank of America Corp. | 0.00% | Reduce -11.4% | 501,917 | $11.6M |
| Ironwood Financial, llc | 2.21% | Add +9.3% | 455,270 | $10.5M |
| Integrated Wealth Concepts LLC | 0.12% | Add +6.5% | 412,295 | $9.5M |
| Kestra Advisory Services, LLC | 0.05% | Add +17.9% | 403,103 | $9.3M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -2.9% | 383,163 | $8.9M |
| Verity Asset Management, Inc. | 3.30% | Add +68.3% | 379,410 | $8.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +14.9% | 374,551 | $8.7M |
| Advisory Alpha, LLC | 0.28% | Add +11.6% | 341,962 | $7.9M |
| IHT Wealth Management, LLC | 0.21% | Add +81.0% | 324,903 | $7.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -38.6% | 309,897 | $7.2M |
| Legacy Financial Group LLC | 1.23% | Reduce -18.8% | 277,019 | $6.4M |
| Stablepoint Partners, LLC | 1.15% | Add +7.9% | 273,613 | $6.3M |
| Intrua Financial, LLC | 1.01% | Reduce -3.6% | 268,571 | $6.2M |
| SFE Investment Counsel | 1.29% | Reduce -3.4% | 267,508 | $6.2M |
| Royal Bank of Canada | 0.00% | Add +55.7% | 262,907 | $6.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.6% | 232,405 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Add +36.8% | 226,440 | $5.2M |
| Park Avenue Securities LLC | 0.06% | Add +61.9% | 225,133 | $5.2M |
| AA Financial Advisors, LLC | 1.48% | Add +34.0% | 221,006 | $5.1M |
| FF Advisors,LLC | 3.31% | Add +7.3% | 220,181 | $5.1M |
| Prospera Financial Services Inc | 0.10% | Add +36.8% | 175,678 | $4.1M |
| Jane Street Group, LLC | 0.01% | Add +367.6% | 175,369 | $4.1M |
| Raymond James & Associates | 0.00% | Reduce -17.3% | 173,796 | $4.0M |
| Captrust Financial Advisors | 0.01% | Reduce -65.1% | 170,282 | $3.9M |
| Werba Rubin Papier Wealth Management | 0.90% | Add +0.1% | 165,954 | $3.8M |
| Oder Investment Management, LLC | 3.18% | Add +3.6% | 160,314 | $3.7M |
| Tyler-Stone Wealth Management | 0.67% | Add +104.2% | 154,134 | $3.6M |
| Stifel Financial Corp. | 0.00% | Reduce -2.8% | 154,014 | $3.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.98% | Add +5.0% | 139,173 | $3.2M |
| Invesco Ltd. | 0.00% | New | 137,998 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Add +4.5% | 136,351 | $3.2M |
| MML Investors Services, LLC | 0.01% | Reduce -3.7% | 135,388 | $3.1M |
| Private Client Services, LLC | 1.67% | Add +6.0% | 134,284 | $3.1M |
| Merit Financial Group, LLC | 0.07% | No change | 134,122 | $3.1M |
| RPg Family Wealth Advisory, LLC | 0.96% | Add +7.1% | 128,600 | $3.0M |
| Equitable Holdings, Inc. | 0.03% | Add +375.0% | 124,520 | $2.9M |
| Fusion Family Wealth, LLC | 0.23% | Add +8.1% | 119,504 | $2.5M |
| Horizons Wealth Management | 1.90% | Reduce -0.6% | 106,057 | $2.5M |
| Glass Jacobson Investment Advisors llc | 0.80% | Add +4.0% | 103,789 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +11.6% | 100,532 | $2.3M |
| Northwest Bancshares, Inc. | 0.39% | Reduce -0.4% | 99,946 | $2.3M |
| Paradiem, LLC | 0.54% | No change | 99,512 | $2.3M |
| Evexia Wealth LLC | 0.78% | Add +16.9% | 94,957 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -27.4% | 92,830 | $2.1M |
| Howard Wealth Management, LLC | 1.21% | New | 89,666 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Reduce -3.7% | 87,843 | $2.0M |
| S.E.E.D. Planning Group LLC | 0.67% | Add +1.0% | 87,331 | $2.0M |
| Pacific Wealth Strategies Group, Inc. | 1.39% | Add +18.2% | 80,606 | $1.9M |
| Rebalance, LLC | 0.13% | Reduce -18.7% | 77,196 | $1.8M |
| IFP Advisors, Inc | 0.06% | Add +3.0% | 74,168 | $1.7M |
| Rovin Capital /Ut/ | 0.61% | Reduce -1.3% | 71,751 | $1.7M |
| Capital Analysts, LLC | 0.07% | Reduce -2.8% | 70,545 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +2.9% | 63,698 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +8.2% | 63,270 | $1.5M |
| WFA of San Diego, LLC | 1.21% | Add +1.7% | 61,985 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +8.9% | 59,861 | $1.4M |
| Leo Wealth, LLC | 0.12% | Add +33.2% | 58,380 | $1.3M |
| Compound Planning, Inc. | 0.08% | Add +40.8% | 56,949 | $1.3M |
| Fca Corp. | 0.40% | Add +16.5% | 56,828 | $1.3M |
| HUB Investment Partners, LLC | 0.06% | Add +14.3% | 56,361 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +2.8% | 56,078 | $1.3M |
| Wealthspire Retirement, LLC | 0.10% | Add +5.7% | 54,446 | $1.3M |
| Carnegie Investment Counsel | 0.04% | Reduce -22.6% | 54,150 | $1.3M |
| Sound Stewardship, LLC | 0.64% | Add +2.5% | 49,451 | $1.1M |
| Key Financial Inc | 0.23% | Add +20.2% | 45,209 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.9% | 45,191 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +121.3% | 42,889 | $991K |
| Segment Wealth Management, LLC | 0.07% | Reduce -22.9% | 41,863 | $968K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +316.0% | 41,156 | $952K |
| Ballew Advisors, Inc | 0.64% | Add +0.4% | 41,126 | $950K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.3% | 40,846 | $944K |
| Altrius Capital Management Inc | 0.23% | Reduce -4.8% | 39,749 | $919K |
| Gradient Investments LLC | 0.02% | Reduce -9.2% | 36,562 | $845K |
| Brookstone Capital Management | 0.01% | Add +2.6% | 35,867 | $829K |
| Masso Torrence Wealth Management Inc. | 0.45% | Reduce -17.5% | 35,802 | $828K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -0.9% | 35,477 | $819K |
| Flaharty Asset Management, LLC | 0.11% | No change | 34,900 | $807K |
| CRA Financial Services, LLC | 0.14% | Add +69.4% | 33,612 | $777K |
| Insight Wealth Partners, LLC | 0.47% | No change | 33,558 | $776K |
| Stephens Inc. | 0.01% | Add +55.2% | 32,681 | $756K |
| Western Wealth Management, LLC | 0.04% | Reduce -42.1% | 32,481 | $751K |
| Lido Advisors, LLC | 0.01% | New | 32,018 | $740K |
| Geneos Wealth Management Inc. | 0.03% | Add +25.0% | 31,700 | $733K |
| Brown Advisory Inc. | 0.00% | No change | 29,728 | $687K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +0.7% | 29,650 | $686K |
| Trilogy Capital Inc. | 0.03% | No change | 29,264 | $677K |
| Avantax Advisory Services, Inc. | 0.00% | Add +10.7% | 29,124 | $673K |
| Voisard Asset Management Group, Inc. | 0.27% | Add +0.1% | 28,451 | $658K |
"% of holder's portfolio" is BSJP's weight in each manager's 13F, not the share of Invesco Bulletshares 2025 HY the manager owns.