Invesco Bulletshares 2025 HYBSJPETF
13F holders, Q1 2025 (March 31)183holders −2
14new positions
17sold out
1famous investor
$23.04avg. 13F price*
At the end of Q1 2025, 183 institutions reported holding Invesco Bulletshares 2025 HY (BSJP) in their 13F filings, down 2 from Q4 2024. 14 opened new positions and 17 sold out. The largest holders were Mirador Capital Partners LP ($52.5M), LPL Financial LLC ($44.8M) and Cetera Investment Advisers ($31.8M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.7M |
| Exits | 17 | $11.5M |
All 13F filers, Q4 2024 → Q1 2025: 2,194,727 shares bought and 2,600,919 shares sold, net −406,192 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 183 holders
| Mirador Capital Partners LP | 9.20% | Reduce -8.5% | 2,278,735 | $52.5M |
| LPL Financial LLC | 0.02% | Add +4.9% | 1,941,620 | $44.8M |
| Cetera Investment Advisers | 0.06% | Add +3.4% | 1,380,021 | $31.8M |
| Milestone Asset Management, LLC | 6.36% | Add +375.8% | 1,292,652 | $29.8M |
| Morgan Stanley | 0.00% | Reduce -3.6% | 1,077,728 | $24.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -7.3% | 900,540 | $20.8M |
| Wells Fargo & Company | 0.00% | Reduce -27.7% | 749,480 | $17.3M |
| Raymond James Financial Inc. | 0.01% | Add +48.3% | 683,787 | $15.8M |
| Collective Family Office LLC | 4.08% | Add +0.9% | 655,552 | $15.1M |
| Delta Investment Management, LLC | 2.68% | Reduce -9.9% | 576,202 | $13.3M |
| United Capital Financial Advisors, LLC | 0.11% | Add +6.0% | 554,276 | $12.8M |
| Summit Investment Advisors, Inc. | 9.81% | Add +5.0% | 477,880 | $11.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.15% | Reduce -15.2% | 477,794 | $11.0M |
| UBS Group AG | 0.00% | Reduce -4.1% | 476,492 | $11.0M |
| Advisory Alpha, LLC | 0.35% | Add +17.9% | 444,767 | $10.3M |
| Ironwood Financial, llc | 2.13% | Reduce -5.9% | 431,407 | $9.9M |
| Ashton Thomas Private Wealth, LLC | 0.38% | Add +7.0% | 426,959 | $9.8M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -7.5% | 377,012 | $8.7M |
| AA Financial Advisors, LLC | 1.99% | Add +20.3% | 353,322 | $8.1M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -9.0% | 327,603 | $7.6M |
| Verity Asset Management, Inc. | 2.93% | Reduce -32.7% | 312,480 | $7.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -23.5% | 307,108 | $7.1M |
| Bank of America Corp. | 0.00% | Reduce -44.4% | 300,382 | $6.9M |
| Stablepoint Partners, LLC | 1.19% | Add +2.1% | 285,741 | $6.6M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 268,848 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.0% | 247,460 | $5.7M |
| Intrua Financial, LLC | 0.86% | Reduce -2.9% | 238,115 | $5.5M |
| IHT Wealth Management, LLC | 0.17% | Add +6.5% | 237,837 | $5.5M |
| FF Advisors,LLC | 3.02% | Add +9.9% | 228,339 | $5.3M |
| Evexia Wealth LLC | 1.68% | Add +2.7% | 200,707 | $4.6M |
| Oder Investment Management, LLC | 3.37% | Add +4.5% | 172,134 | $4.0M |
| Prospera Financial Services Inc | 0.09% | Add +13.1% | 171,436 | $4.0M |
| Tyler-Stone Wealth Management | 0.70% | Add +10.0% | 168,485 | $3.9M |
| Stifel Financial Corp. | 0.00% | Reduce -7.0% | 165,515 | $3.8M |
| Werba Rubin Papier Wealth Management | 0.82% | Reduce -2.4% | 164,577 | $3.8M |
| SFE Investment Counsel | 0.75% | Reduce -28.8% | 162,996 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -1.2% | 157,936 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Add +35.5% | 150,917 | $3.5M |
| RPg Family Wealth Advisory, LLC | 0.91% | Add +1.5% | 139,362 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -10.5% | 139,221 | $3.2M |
| Jane Street Group, LLC | 0.01% | Reduce -3.4% | 137,482 | $3.2M |
| Private Client Services, LLC | 1.48% | Reduce -1.0% | 129,946 | $3.0M |
| Jones Financial Companies LLLP | 0.00% | Add +67.5% | 123,195 | $2.8M |
| Legacy Financial Group LLC | 0.42% | Reduce -39.7% | 119,006 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.3% | 116,761 | $2.7M |
| Glass Jacobson Investment Advisors llc | 0.85% | No change | 111,904 | $2.6M |
| MML Investors Services, LLC | 0.01% | Reduce -33.5% | 110,756 | $2.6M |
| Howard Wealth Management, LLC | 1.39% | Add +0.3% | 108,151 | $2.5M |
| Lido Advisors, LLC | 0.01% | Add +20.1% | 107,454 | $2.5M |
| Fusion Family Wealth, LLC | 0.23% | No change | 118,504 | $2.5M |
| Northwest Bancshares, Inc. | 0.43% | Add +1.9% | 101,999 | $2.4M |
| Horizons Wealth Management | 1.76% | Reduce -0.7% | 101,203 | $2.3M |
| Invesco Ltd. | 0.00% | Add +2.5% | 93,742 | $2.2M |
| Mgo One Seven LLC | 0.08% | Add +1.5% | 92,609 | $2.1M |
| Paradiem, LLC | 0.57% | Reduce -10.7% | 89,278 | $2.1M |
| Pacific Wealth Strategies Group, Inc. | 1.50% | Add +0.4% | 87,161 | $2.0M |
| TFR Capital, LLC. | 0.83% | Add +168.1% | 86,654 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -39.4% | 85,630 | $2.0M |
| Merit Financial Group, LLC | 0.03% | Reduce -39.1% | 81,692 | $1.9M |
| Capital Analysts, LLC | 0.07% | Add +14.1% | 80,833 | $1.9M |
| Foundations Investment Advisors, LLC | 0.03% | Add +7.8% | 73,325 | $1.7M |
| Compound Planning, Inc. | 0.08% | Add +18.7% | 72,438 | $1.7M |
| S.E.E.D. Planning Group LLC | 0.55% | Reduce -1.5% | 70,372 | $1.6M |
| Flavin Financial Services, Inc. | 1.49% | Add +34.5% | 70,149 | $1.6M |
| Vantage Point Financial LLC | 0.79% | Reduce -0.8% | 67,964 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +8.8% | 66,382 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +1.6% | 66,064 | $1.5M |
| IFP Advisors, Inc | 0.05% | Reduce -3.5% | 64,752 | $1.5M |
| Fca Corp. | 0.46% | Add +0.2% | 61,973 | $1.4M |
| Key Financial Inc | 0.29% | Add +5.4% | 57,196 | $1.3M |
| Blue Barn Wealth, LLC | 0.68% | Reduce -11.1% | 56,776 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +25.6% | 54,339 | $1.3M |
| Wealthspire Retirement, LLC | 0.10% | Reduce -0.8% | 54,163 | $1.2M |
| Sound Stewardship, LLC | 0.67% | Add +1.4% | 50,942 | $1.2M |
| Wealth Advisory Solutions, LLC | 0.29% | New | 47,216 | $1.1M |
| Wilkins Miller Wealth Management, LLC | 0.81% | Reduce -16.6% | 46,935 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -18.4% | 46,459 | $1.1M |
| Allworth Financial LP | 0.01% | Reduce -3.3% | 46,186 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.2% | 45,761 | $1.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.28% | Reduce -68.5% | 45,531 | $1.0M |
| WealthBridge Capital Management, LLC | 0.25% | New | 38,247 | $882K |
| CRA Financial Services, LLC | 0.15% | Add +0.0% | 37,623 | $867K |
| HRT Financial LP | 0.01% | Add +169.4% | 36,564 | $842K |
| HUB Investment Partners, LLC | 0.03% | Reduce -35.8% | 35,480 | $818K |
| Flaharty Asset Management, LLC | 0.12% | No change | 34,900 | $804K |
| Insight Wealth Partners, LLC | 0.48% | No change | 34,896 | $804K |
| BCS Wealth Management | 0.21% | Add +2.1% | 34,829 | $803K |
| Altrius Capital Management Inc | 0.19% | Reduce -9.4% | 34,648 | $799K |
| Voisard Asset Management Group, Inc. | 0.23% | Add +14.5% | 34,306 | $791K |
| Brown Advisory Inc. | 0.00% | Add +3.3% | 33,672 | $776K |
| Geneos Wealth Management Inc. | 0.03% | Add +4.7% | 33,570 | $774K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +1.2% | 31,717 | $731K |
| Ballew Advisors, Inc | 0.48% | Reduce -24.1% | 31,238 | $719K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -25.2% | 31,125 | $717K |
| Brookstone Capital Management | 0.01% | Reduce -16.3% | 30,862 | $711K |
| VestGen Advisors, LLC | 0.03% | — | 30,814 | $710K |
| Strategic Blueprint, LLC | 0.04% | Add +1.8% | 30,555 | $704K |
| Gradient Investments LLC | 0.01% | Reduce -9.0% | 30,090 | $694K |
| Harbour Investments, Inc. | 0.02% | No change | 29,317 | $676K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -22.1% | 26,288 | $606K |
"% of holder's portfolio" is BSJP's weight in each manager's 13F, not the share of Invesco Bulletshares 2025 HY the manager owns.