Invesco Bulletshares 2025 HYBSJPETF
13F holders, Q2 2025 (June 30)178holders −5
8new positions
16sold out
1famous investor
$23.06avg. 13F price*
At the end of Q2 2025, 178 institutions reported holding Invesco Bulletshares 2025 HY (BSJP) in their 13F filings, down 5 from Q1 2025. 8 opened new positions and 16 sold out. The largest holders were Mirador Capital Partners LP ($55.1M), LPL Financial LLC ($43.2M) and Milestone Asset Management, LLC ($36.6M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $6.9M |
| Exits | 16 | $9.5M |
All 13F filers, Q1 2025 → Q2 2025: 1,120,169 shares bought and 3,755,222 shares sold, net −2,635,053 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 178 holders
| Mirador Capital Partners LP | 8.96% | Add +4.8% | 2,389,222 | $55.1M |
| LPL Financial LLC | 0.01% | Reduce -3.5% | 1,872,901 | $43.2M |
| Milestone Asset Management, LLC | 7.73% | Add +22.7% | 1,586,241 | $36.6M |
| Cetera Investment Advisers | 0.04% | Reduce -17.6% | 1,136,499 | $26.2M |
| Morgan Stanley | 0.00% | Reduce -7.5% | 996,877 | $23.0M |
| Wells Fargo & Company | 0.00% | Reduce -6.6% | 700,261 | $16.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -31.7% | 615,461 | $14.2M |
| Delta Investment Management, LLC | 2.38% | Reduce -7.0% | 536,036 | $12.4M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -4.0% | 532,012 | $12.3M |
| Advisory Alpha, LLC | 0.36% | Add +12.6% | 500,895 | $11.6M |
| Summit Investment Advisors, Inc. | 9.36% | Add +3.1% | 492,654 | $11.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -29.9% | 479,398 | $11.1M |
| Ironwood Financial, llc | 2.13% | No change | 431,407 | $9.9M |
| AA Financial Advisors, LLC | 2.05% | Add +16.4% | 411,444 | $9.5M |
| Ashton Thomas Private Wealth, LLC | 0.32% | Reduce -8.2% | 391,995 | $9.0M |
| Osaic Holdings, Inc. | 0.02% | Add +24.2% | 381,450 | $8.8M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -5.6% | 355,765 | $8.2M |
| Collective Family Office LLC | 2.04% | Reduce -47.4% | 345,052 | $8.0M |
| Verity Asset Management, Inc. | 3.44% | Reduce -0.1% | 312,153 | $7.2M |
| Stablepoint Partners, LLC | 1.14% | Add +1.9% | 291,035 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.9% | 249,649 | $5.8M |
| IHT Wealth Management, LLC | 0.15% | Add +2.5% | 243,663 | $5.6M |
| FF Advisors,LLC | 2.79% | Add +2.1% | 233,139 | $5.4M |
| Intrua Financial, LLC | 0.77% | Reduce -2.4% | 232,428 | $5.4M |
| Leo Wealth, LLC | 0.37% | New | 206,218 | $4.8M |
| Royal Bank of Canada | 0.00% | Reduce -29.5% | 189,490 | $4.4M |
| Bank of America Corp. | 0.00% | Reduce -37.9% | 186,675 | $4.3M |
| Stifel Financial Corp. | 0.00% | Add +4.6% | 173,075 | $4.0M |
| Prospera Financial Services Inc | 0.07% | Add +0.8% | 172,852 | $4.0M |
| Jane Street Group, LLC | 0.01% | Add +16.3% | 159,828 | $3.7M |
| Werba Rubin Papier Wealth Management | 0.68% | Reduce -4.3% | 157,587 | $3.6M |
| Oder Investment Management, LLC | 2.73% | Reduce -9.1% | 156,528 | $3.6M |
| Tyler-Stone Wealth Management | 0.58% | Reduce -7.3% | 156,260 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -4.1% | 151,390 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.4% | 148,735 | $3.4M |
| Evexia Wealth LLC | 0.98% | Reduce -32.6% | 135,250 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +5.5% | 130,017 | $3.0M |
| Private Client Services, LLC | 1.08% | Reduce -7.3% | 120,448 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -16.3% | 116,538 | $2.7M |
| UBS Group AG | 0.00% | Reduce -75.6% | 116,223 | $2.7M |
| Mgo One Seven LLC | 0.08% | Add +19.1% | 110,275 | $2.5M |
| Glass Jacobson Investment Advisors llc | 0.98% | Reduce -1.9% | 109,736 | $2.5M |
| Howard Wealth Management, LLC | 1.27% | Add +0.8% | 109,015 | $2.5M |
| Lido Advisors, LLC | 0.01% | Add +0.8% | 108,354 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -9.5% | 105,633 | $2.4M |
| Fusion Family Wealth, LLC | 0.20% | Reduce -2.4% | 115,610 | $2.4M |
| Northwest Bancshares, Inc. | 0.41% | Add +0.7% | 102,710 | $2.4M |
| Horizons Wealth Management | 1.67% | Reduce -0.9% | 100,318 | $2.3M |
| TFR Capital, LLC. | 0.79% | Add +9.6% | 94,963 | $2.2M |
| MML Investors Services, LLC | 0.01% | Reduce -15.4% | 93,718 | $2.2M |
| Paradiem, LLC | 0.52% | Reduce -0.1% | 89,226 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.1% | 85,500 | $2.0M |
| SFE Investment Counsel | 0.34% | Reduce -49.1% | 82,883 | $1.9M |
| Capital Analysts, LLC | 0.06% | Reduce -0.6% | 80,329 | $1.9M |
| Foundations Investment Advisors, LLC | 0.03% | Add +2.8% | 75,348 | $1.7M |
| S.E.E.D. Planning Group LLC | 0.53% | Add +4.4% | 73,467 | $1.7M |
| Legacy Financial Group LLC | 0.23% | Reduce -40.2% | 71,123 | $1.6M |
| Compound Planning, Inc. | 0.06% | Reduce -4.2% | 69,407 | $1.6M |
| Vantage Point Financial LLC | 0.67% | Reduce -2.3% | 66,419 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +0.5% | 66,398 | $1.5M |
| Old Mission Capital LLC | 0.04% | Add +429.1% | 65,038 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.9% | 64,492 | $1.5M |
| Fca Corp. | 0.42% | Reduce -1.5% | 61,070 | $1.4M |
| Key Financial Inc | 0.28% | Add +3.8% | 59,366 | $1.4M |
| Wealth Advisory Solutions, LLC | 0.32% | Add +17.3% | 55,384 | $1.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.28% | Add +20.3% | 54,756 | $1.3M |
| Sound Stewardship, LLC | 0.61% | Add +0.7% | 51,303 | $1.2M |
| Wealthspire Retirement, LLC | 0.07% | Reduce -13.0% | 47,115 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -14.8% | 46,267 | $1.1M |
| Allworth Financial LP | 0.01% | Reduce -0.5% | 45,937 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -2.4% | 45,330 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.4% | 45,122 | $1.0M |
| Wilkins Miller Wealth Management, LLC | 0.69% | Reduce -5.8% | 44,200 | $1.0M |
| Flavin Financial Services, Inc. | 0.93% | Reduce -40.9% | 41,461 | $957K |
| Blue Barn Wealth, LLC | 0.44% | Reduce -28.3% | 40,729 | $940K |
| CRA Financial Services, LLC | 0.14% | Add +4.0% | 39,116 | $902K |
| WealthBridge Capital Management, LLC | 0.22% | Reduce -0.3% | 38,127 | $880K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -88.8% | 36,786 | $849K |
| Flaharty Asset Management, LLC | 0.11% | No change | 34,900 | $805K |
| HUB Investment Partners, LLC | 0.03% | Reduce -1.9% | 34,789 | $803K |
| Voisard Asset Management Group, Inc. | 0.21% | Add +1.0% | 34,646 | $799K |
| Altrius Capital Management Inc | 0.18% | Reduce -1.3% | 34,194 | $789K |
| Goldman Sachs Group Inc. | 0.00% | New | 33,877 | $782K |
| Brown Advisory Inc. | 0.00% | No change | 33,672 | $777K |
| BCS Wealth Management | 0.16% | Reduce -5.6% | 32,866 | $758K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -2.9% | 32,587 | $752K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +2.5% | 32,505 | $750K |
| Ballew Advisors, Inc | 0.43% | Add +0.1% | 31,285 | $722K |
| Gradient Investments LLC | 0.01% | Add +1.2% | 30,438 | $702K |
| Semitam Bonam LLC | 0.65% | — | 30,055 | $693K |
| Harbour Investments, Inc. | 0.02% | No change | 29,317 | $676K |
| Brookstone Capital Management | 0.01% | Reduce -8.1% | 28,371 | $655K |
| Masso Torrence Wealth Management Inc. | 0.28% | No change | 26,017 | $600K |
| Strategic Blueprint, LLC | 0.03% | Reduce -16.9% | 25,407 | $586K |
| Shufro Rose & Co. LLC | 0.05% | No change | 24,800 | $572K |
| IRON Financial LLC | 0.28% | Add +19.5% | 23,312 | $538K |
| 4Thought Financial Group Inc. | 0.27% | Reduce -3.4% | 22,213 | $512K |
| VestGen Advisors, LLC | 0.02% | Reduce -28.4% | 22,052 | $509K |
| Consolidated Portfolio Review Corp | 0.07% | Add +7.9% | 21,885 | $505K |
| Two Sigma Securities, LLC | 0.06% | New | 21,710 | $501K |
"% of holder's portfolio" is BSJP's weight in each manager's 13F, not the share of Invesco Bulletshares 2025 HY the manager owns.