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 |
| Shufro Rose & Co. LLC | 0.05% | No change | 28,434 | $651K |
| Harbour Investments, Inc. | 0.02% | Add +21306.3% | 27,400 | $633K |
| IRON Financial LLC | 0.32% | Reduce -29.2% | 25,414 | $588K |
| AlphaStar Capital Management, LLC | 0.05% | Add +4.2% | 25,275 | $584K |
| BCS Wealth Management | 0.25% | Add +10.6% | 25,026 | $579K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +112.1% | 24,282 | $561K |
| Cwm, LLC | 0.00% | Reduce -83.0% | 22,992 | $532K |
| RFG Advisory, LLC | 0.02% | Add +12.3% | 22,317 | $516K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -58.0% | 22,280 | $515K |
| 4Thought Financial Group Inc. | 0.31% | Reduce -0.2% | 21,819 | $504K |
| Private Advisory Group LLC | 0.06% | Reduce -3.1% | 21,710 | $502K |
| Mgo One Seven LLC | 0.02% | Add +5.1% | 20,881 | $483K |
| Larson Financial Group LLC | 0.03% | Add +30.6% | 20,113 | $465K |
| Quad-Cities Investment Group, LLC | 0.22% | Add +3.5% | 19,335 | $447K |
| Straight Path Wealth Management | 0.18% | Add +0.6% | 18,506 | $428K |
| Consolidated Portfolio Review Corp | 0.10% | Add +4.8% | 18,479 | $427K |
| Certified Advisory Corp | 0.04% | Add +8.2% | 17,312 | $400K |
| Koss-Olinger Consulting, LLC | 0.03% | Add +3.4% | 17,064 | $395K |
| Foundations Investment Advisors, LLC | 0.01% | Add +25.9% | 16,247 | $376K |
| Allworth Financial LP | 0.00% | Add +0.0% | 15,806 | $365K |
| WESPAC Advisors, LLC | 0.26% | No change | 15,453 | $357K |
| Denver PWM, LLC | 0.13% | Reduce -48.8% | 14,848 | $343K |
| American Capital Advisory, LLC | 0.20% | Add +1.5% | 14,677 | $339K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +16.7% | 14,671 | $339K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -15.4% | 14,221 | $329K |
| Meridian Wealth Advisors, LLC | 0.05% | No change | 13,902 | $321K |
| Arete Wealth Advisors, LLC | 0.03% | Add +8.4% | 13,774 | $318K |
| Net Worth Advisory Group | 0.09% | — | 13,341 | $308K |
| TD Waterhouse Canada Inc. | 0.00% | Add +59.1% | 12,650 | $292K |
| Founders Financial Securities LLC | 0.03% | No change | 12,550 | $290K |
| Mutual Advisors, LLC | 0.01% | Reduce -32.4% | 12,414 | $287K |
| Squire Investment Management Company, LLC | 0.13% | New | 11,656 | $269K |
| Fortitude Advisory Group L.L.C. | 0.17% | No change | 11,338 | $262K |
| Blue Barn Wealth, LLC | 0.13% | Add +26.5% | 11,327 | $262K |
| Horizon Financial Services, LLC | 0.15% | Add +79.4% | 10,949 | $253K |
| Trek Financial, LLC | 0.02% | Add +9.8% | 10,816 | $250K |
| Oppenheimer & Co. Inc. | 0.00% | Add +1.7% | 9,915 | $229K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -2.3% | 9,692 | $224K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.9% | 9,594 | $222K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -1.9% | 9,594 | $222K |
| Ti-Trust, Inc. | 0.15% | No change | 9,060 | $209K |
| Creative Financial Designs Inc. | 0.02% | New | 8,650 | $200K |
| Alaska Wealth Advisors, LLC | 0.03% | Add +2.3% | 8,613 | $199K |
| GAMMA Investing LLC | 0.02% | Reduce -11.1% | 8,592 | $199K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -6.1% | 7,613 | $176K |
| CoreCap Advisors, LLC | 0.01% | No change | 6,892 | $159K |
| Reston Wealth Management LLC | 0.06% | New | 6,676 | $154K |
| Atwood & Palmer Inc. | 0.01% | No change | 6,150 | $142K |
| Alaska Permanent Capital Management, LLC | 0.01% | Reduce -49.4% | 5,142 | $119K |
| Private Trust Co. NA | 0.01% | Reduce -0.3% | 4,793 | $111K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +301.9% | 3,344 | $77K |
| Comerica Bank | 0.00% | Reduce -74.6% | 3,296 | $76K |
| Ashton Thomas Securities, LLC | 0.01% | Reduce -1.5% | 2,984 | $69K |
| Citigroup Inc. | 0.00% | Reduce -42.3% | 2,783 | $64K |
| Parallel Advisors, LLC | 0.00% | No change | 2,757 | $64K |
| Aptus Capital Advisors, LLC | 0.00% | Add +19.9% | 2,605 | $60K |
| PNC Financial Services Group, Inc. | 0.00% | New | 2,343 | $54K |
| Avior Wealth Management, LLC | 0.00% | No change | 2,046 | $47K |
| Global Retirement Partners, LLC | 0.00% | Reduce -68.9% | 1,579 | $37K |
| Ancora Advisors LLC | 0.00% | No change | 1,509 | $35K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +129.1% | 1,457 | $33K |
| Old Second National Bank of Aurora | 0.01% | Reduce -98.9% | 1,085 | $25K |
| Principal Securities, Inc. | 0.00% | Add +68.7% | 1,044 | $24K |
| Bokf, NA | 0.00% | New | 564 | $13K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.5% | 470 | $11K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 432 | $10K |
| Wolff Wiese Magana LLC | 0.01% | Add +44.1% | 425 | $10K |
| Anchor Investment Management, LLC | 0.00% | No change | 400 | $9K |
| Aspect Partners, LLC | 0.00% | No change | 285 | $7K |
| Sound Income Strategies, LLC | 0.00% | Add +0.8% | 262 | $6K |
| Eastern Bank | 0.00% | New | 250 | $6K |
| SJS Investment Consulting Inc. | 0.00% | No change | 166 | $4K |
| Independence Bank of Kentucky | 0.00% | No change | 129 | $3K |
| Mattson Financial Services, LLC | 0.00% | No change | 97 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -46.0% | 82 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 81 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 27 | $624 |
| FMR LLC | 0.00% | Reduce -99.5% | 4 | $92 |
"% of holder's portfolio" is BSJP's weight in each manager's 13F, not the share of Invesco Bulletshares 2025 HY the manager owns.