Invesco Bulletshares 2025 HYBSJPETF
13F holders, Q4 2024 (December 31)185holders +7
10new positions
14sold out
1famous investor
$23.05avg. 13F price*
At the end of Q4 2024, 185 institutions reported holding Invesco Bulletshares 2025 HY (BSJP) in their 13F filings, up 7 from Q3 2024. 10 opened new positions and 14 sold out. The largest holders were Mirador Capital Partners LP ($57.4M), LPL Financial LLC ($42.7M) and Cetera Investment Advisers ($30.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bulletshares 2025 HY
- CUSIP
- 46138J817
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $11.0M |
| Exits | 14 | $13.1M |
All 13F filers, Q3 2024 → Q4 2024: 2,553,222 shares bought and 4,195,335 shares sold, net −1,642,113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 185 holders
| Mirador Capital Partners LP | 10.41% | Reduce -11.1% | 2,489,747 | $57.4M |
| LPL Financial LLC | 0.02% | Add +13.5% | 1,851,243 | $42.7M |
| Cetera Investment Advisers | 0.06% | Add +4.7% | 1,334,596 | $30.8M |
| Morgan Stanley | 0.00% | Add +2.4% | 1,117,475 | $25.8M |
| Wells Fargo & Company | 0.01% | Reduce -0.7% | 1,036,439 | $23.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +16.4% | 970,893 | $22.4M |
| Collective Family Office LLC | 4.11% | Add +4.5% | 649,883 | $15.0M |
| Delta Investment Management, LLC | 2.87% | Reduce -15.0% | 639,633 | $14.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.19% | Add +0.8% | 563,517 | $13.0M |
| Bank of America Corp. | 0.00% | Add +7.7% | 540,448 | $12.5M |
| United Capital Financial Advisors, LLC | 0.10% | Add +36.5% | 523,113 | $12.1M |
| UBS Group AG | 0.00% | Reduce -75.0% | 497,017 | $11.5M |
| Raymond James Financial Inc. | 0.00% | — | 461,029 | $10.6M |
| Ironwood Financial, llc | 2.22% | Add +0.7% | 458,538 | $10.6M |
| Summit Investment Advisors, Inc. | 9.36% | — | 455,235 | $10.5M |
| Verity Asset Management, Inc. | 5.83% | Add +22.4% | 464,251 | $10.3M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -1.1% | 407,607 | $9.4M |
| Osaic Holdings, Inc. | 0.02% | Add +29.5% | 401,240 | $9.3M |
| Ashton Thomas Private Wealth, LLC | 0.36% | Add +354.5% | 399,229 | $9.2M |
| Advisory Alpha, LLC | 0.31% | Add +10.3% | 377,301 | $8.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -3.9% | 360,059 | $8.3M |
| AA Financial Advisors, LLC | 1.81% | Add +32.9% | 293,665 | $6.8M |
| Stablepoint Partners, LLC | 1.19% | Add +2.3% | 279,967 | $6.5M |
| Milestone Asset Management, LLC | 1.38% | New | 271,658 | $6.3M |
| Royal Bank of Canada | 0.00% | Add +2.6% | 269,627 | $6.2M |
| Intrua Financial, LLC | 0.92% | Reduce -8.7% | 245,309 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.4% | 229,142 | $5.3M |
| SFE Investment Counsel | 1.12% | Reduce -14.4% | 228,979 | $5.3M |
| IHT Wealth Management, LLC | 0.17% | Reduce -31.2% | 223,434 | $5.2M |
| FF Advisors,LLC | 3.30% | Reduce -5.6% | 207,830 | $4.8M |
| Legacy Financial Group LLC | 0.74% | Reduce -28.7% | 197,479 | $4.6M |
| Evexia Wealth LLC | 1.53% | Add +105.7% | 195,357 | $4.5M |
| Stifel Financial Corp. | 0.00% | Add +15.6% | 178,077 | $4.1M |
| Werba Rubin Papier Wealth Management | 0.92% | Add +1.6% | 168,621 | $3.9M |
| MML Investors Services, LLC | 0.01% | Add +23.1% | 166,642 | $3.8M |
| Oder Investment Management, LLC | 3.17% | Add +2.7% | 164,709 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -60.4% | 159,848 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Add +14.1% | 155,552 | $3.6M |
| Tyler-Stone Wealth Management | 0.63% | Reduce -0.6% | 153,144 | $3.5M |
| Prospera Financial Services Inc | 0.08% | Reduce -13.7% | 151,602 | $3.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.97% | Add +4.0% | 144,724 | $3.3M |
| Jane Street Group, LLC | 0.01% | Reduce -18.8% | 142,382 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +40.5% | 141,245 | $3.3M |
| RPg Family Wealth Advisory, LLC | 1.12% | Add +6.8% | 137,324 | $3.2M |
| Merit Financial Group, LLC | 0.06% | No change | 134,122 | $3.1M |
| Private Client Services, LLC | 1.63% | Reduce -2.3% | 131,228 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +28.7% | 119,458 | $2.8M |
| Glass Jacobson Investment Advisors llc | 0.85% | Add +7.8% | 111,904 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -50.8% | 111,395 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Reduce -11.3% | 110,429 | $2.5M |
| Howard Wealth Management, LLC | 1.35% | Add +20.2% | 107,818 | $2.5M |
| OneDigital Investment Advisors LLC | 0.03% | Add +163.6% | 107,681 | $2.5M |
| Fusion Family Wealth, LLC | 0.22% | Reduce -0.8% | 118,504 | $2.4M |
| Horizons Wealth Management | 1.82% | Reduce -3.9% | 101,952 | $2.4M |
| Northwest Bancshares, Inc. | 0.43% | Add +0.1% | 100,064 | $2.3M |
| Paradiem, LLC | 0.62% | Add +0.5% | 99,987 | $2.3M |
| Independent Advisor Alliance | 0.03% | New | 96,224 | $2.2M |
| Leo Wealth, LLC | 0.19% | Add +60.1% | 93,496 | $2.2M |
| Invesco Ltd. | 0.00% | Reduce -33.7% | 91,498 | $2.1M |
| Mgo One Seven LLC | 0.08% | Add +337.1% | 91,269 | $2.1M |
| Lido Advisors, LLC | 0.01% | Add +179.3% | 89,438 | $2.1M |
| Pacific Wealth Strategies Group, Inc. | 1.40% | Add +7.7% | 86,828 | $2.0M |
| Sterling Financial Group, Inc. | 0.72% | Reduce -89.3% | 84,094 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +71.4% | 73,530 | $1.7M |
| S.E.E.D. Planning Group LLC | 0.55% | Reduce -18.2% | 71,438 | $1.6M |
| Capital Analysts, LLC | 0.07% | Add +0.4% | 70,821 | $1.6M |
| Vantage Point Financial LLC | 0.85% | — | 68,528 | $1.6M |
| Foundations Investment Advisors, LLC | 0.03% | Add +318.5% | 67,997 | $1.6M |
| IFP Advisors, Inc | 0.05% | Reduce -9.6% | 67,078 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +2.8% | 65,015 | $1.5M |
| Blue Barn Wealth, LLC | 0.78% | Add +463.6% | 63,836 | $1.5M |
| Fca Corp. | 0.45% | Add +8.9% | 61,870 | $1.4M |
| Compound Planning, Inc. | 0.07% | Add +7.2% | 61,048 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +2.0% | 61,033 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +1.6% | 56,951 | $1.3M |
| Wilkins Miller Wealth Management, LLC | 1.36% | — | 56,296 | $1.3M |
| HUB Investment Partners, LLC | 0.05% | Reduce -1.9% | 55,286 | $1.3M |
| Wealthspire Retirement, LLC | 0.10% | Add +0.3% | 54,620 | $1.3M |
| Key Financial Inc | 0.28% | Add +20.0% | 54,261 | $1.3M |
| Flavin Financial Services, Inc. | 1.14% | — | 52,145 | $1.2M |
| Sound Stewardship, LLC | 0.69% | Add +1.6% | 50,233 | $1.2M |
| Allworth Financial LP | 0.01% | Add +202.3% | 47,783 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +13.7% | 46,791 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +78.2% | 43,266 | $998K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.0% | 41,589 | $959K |
| Ballew Advisors, Inc | 0.61% | Add +0.1% | 41,184 | $951K |
| Altrius Capital Management Inc | 0.24% | Reduce -3.8% | 38,251 | $882K |
| CRA Financial Services, LLC | 0.15% | Add +11.9% | 37,617 | $868K |
| Brookstone Capital Management | 0.01% | Add +2.8% | 36,856 | $850K |
| Flaharty Asset Management, LLC | 0.12% | No change | 34,900 | $805K |
| Insight Wealth Partners, LLC | 0.51% | Add +4.0% | 34,896 | $805K |
| BCS Wealth Management | 0.20% | Add +36.3% | 34,104 | $787K |
| Masso Torrence Wealth Management Inc. | 0.41% | Reduce -4.8% | 34,082 | $786K |
| Stephens Inc. | 0.01% | Add +3.7% | 33,889 | $782K |
| Avantax Advisory Services, Inc. | 0.00% | Add +16.1% | 33,823 | $780K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -4.9% | 33,754 | $779K |
| Gradient Investments LLC | 0.02% | Reduce -9.6% | 33,067 | $763K |
| Brown Advisory Inc. | 0.00% | Add +9.6% | 32,592 | $752K |
| TFR Capital, LLC. | 0.37% | — | 32,328 | $746K |
| Geneos Wealth Management Inc. | 0.03% | Add +1.1% | 32,050 | $739K |
"% of holder's portfolio" is BSJP's weight in each manager's 13F, not the share of Invesco Bulletshares 2025 HY the manager owns.