Invesco Bulletshares 2025 HYBSJPETF
13F holders, Q3 2025 (September 30)167holders −11
13new positions
21sold out
$23.06avg. 13F price*
At the end of Q3 2025, 167 institutions reported holding Invesco Bulletshares 2025 HY (BSJP) in their 13F filings, down 11 from Q2 2025. 13 opened new positions and 21 sold out. The largest holders were LPL Financial LLC ($49.0M), Cetera Investment Advisers ($22.6M) and Morgan Stanley ($22.3M).
- Company
- Invesco Bulletshares 2025 HY
- CUSIP
- 46138J817
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $6.8M |
| Exits | 21 | $31.6M |
All 13F filers, Q2 2025 → Q3 2025: 884,326 shares bought and 6,639,630 shares sold, net −5,755,304 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 167 holders
| LPL Financial LLC | 0.01% | Add +13.6% | 2,126,969 | $49.0M |
| Cetera Investment Advisers | 0.03% | Reduce -13.8% | 979,756 | $22.6M |
| Morgan Stanley | 0.00% | Reduce -3.0% | 966,503 | $22.3M |
| Mirador Capital Partners LP | 2.45% | Reduce -68.6% | 750,414 | $17.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.3% | 582,722 | $13.4M |
| United Capital Financial Advisors, LLC | 0.09% | Add +1.2% | 538,379 | $12.4M |
| Advisory Alpha, LLC | 0.33% | Add +2.3% | 512,534 | $11.8M |
| Wells Fargo & Company | 0.00% | Reduce -32.5% | 472,968 | $10.9M |
| AA Financial Advisors, LLC | 2.02% | Add +8.1% | 444,951 | $10.3M |
| Ashton Thomas Private Wealth, LLC | 0.22% | Reduce -6.0% | 368,282 | $8.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.7% | 359,549 | $8.3M |
| Stablepoint Partners, LLC | 1.15% | Add +7.6% | 313,092 | $7.2M |
| Verity Asset Management, Inc. | 2.10% | Reduce -10.7% | 278,811 | $6.4M |
| IHT Wealth Management, LLC | 0.16% | Add +12.7% | 274,547 | $6.3M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -24.9% | 267,232 | $6.2M |
| Jane Street Group, LLC | 0.01% | Add +62.5% | 259,776 | $6.0M |
| FF Advisors,LLC | 2.69% | Add +4.7% | 243,993 | $5.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -49.9% | 240,027 | $5.5M |
| Intrua Financial, LLC | 0.62% | Reduce -0.9% | 230,381 | $5.3M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 192,460 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -23.1% | 191,988 | $4.4M |
| Milestone Asset Management, LLC | 0.83% | Reduce -88.0% | 190,683 | $4.4M |
| Prospera Financial Services Inc | 0.07% | Add +2.8% | 177,642 | $4.1M |
| Stifel Financial Corp. | 0.00% | Reduce -0.0% | 173,049 | $4.0M |
| Bank of America Corp. | 0.00% | Reduce -14.4% | 159,852 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +0.4% | 152,039 | $3.5M |
| Oder Investment Management, LLC | 2.39% | Reduce -7.8% | 144,304 | $3.3M |
| Evexia Wealth LLC | 0.99% | Add +6.1% | 143,561 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +2.0% | 132,683 | $3.1M |
| Werba Rubin Papier Wealth Management | 0.49% | Reduce -17.0% | 130,753 | $3.0M |
| UBS Group AG | 0.00% | Add +9.4% | 127,109 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.2% | 112,203 | $2.6M |
| TFR Capital, LLC. | 0.86% | Add +17.4% | 111,454 | $2.6M |
| Howard Wealth Management, LLC | 1.16% | Add +0.4% | 109,497 | $2.5M |
| Lido Advisors, LLC | 0.01% | Add +0.6% | 108,974 | $2.5M |
| Montis Financial, LLC | 0.58% | New | 108,437 | $2.5M |
| Glass Jacobson Investment Advisors llc | 0.90% | Reduce -2.0% | 107,522 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -8.0% | 107,207 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -33.4% | 99,018 | $2.3M |
| Northwest Bancshares, Inc. | 0.38% | Reduce -4.1% | 98,500 | $2.3M |
| MML Investors Services, LLC | 0.01% | Add +4.9% | 98,311 | $2.3M |
| Paradiem, LLC | 0.48% | No change | 89,226 | $2.1M |
| Foundations Investment Advisors, LLC | 0.03% | Add +3.1% | 77,669 | $1.8M |
| S.E.E.D. Planning Group LLC | 0.52% | Add +4.8% | 76,992 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +6.2% | 68,510 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 64,917 | $1.5M |
| Key Financial Inc | 0.27% | Add +7.3% | 63,691 | $1.5M |
| Vantage Point Financial LLC | 0.56% | Reduce -5.8% | 62,578 | $1.4M |
| Compound Planning, Inc. | 0.05% | Reduce -12.3% | 60,835 | $1.4M |
| SFE Investment Counsel | 0.22% | Reduce -28.1% | 59,596 | $1.4M |
| Capital Analysts, LLC | 0.04% | Reduce -28.5% | 57,470 | $1.3M |
| Wealth Advisory Solutions, LLC | 0.32% | Add +3.2% | 57,168 | $1.3M |
| Sound Stewardship, LLC | 0.57% | Add +0.1% | 51,349 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +1.7% | 47,048 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -0.3% | 45,213 | $1.0M |
| Old Mission Capital LLC | 0.04% | Reduce -31.9% | 44,268 | $1.0M |
| Wilkins Miller Wealth Management, LLC | 0.60% | Reduce -5.0% | 41,993 | $968K |
| CRA Financial Services, LLC | 0.12% | Add +0.0% | 39,123 | $902K |
| WealthBridge Capital Management, LLC | 0.21% | Add +2.2% | 38,949 | $898K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.8% | 38,893 | $897K |
| Wealthspire Retirement, LLC | 0.06% | Reduce -19.4% | 37,972 | $876K |
| Blue Barn Wealth, LLC | 0.38% | Reduce -7.3% | 37,752 | $871K |
| Ironwood Financial, llc | 0.15% | Reduce -91.3% | 37,325 | $861K |
| Allworth Financial LP | 0.00% | Reduce -19.6% | 36,930 | $852K |
| Legacy Financial Group LLC | 0.11% | Reduce -50.7% | 35,051 | $808K |
| Flaharty Asset Management, LLC | 0.10% | No change | 34,900 | $805K |
| Voisard Asset Management Group, Inc. | 0.18% | Reduce -0.3% | 34,526 | $796K |
| Brown Advisory Inc. | 0.00% | No change | 33,672 | $776K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -0.4% | 32,371 | $746K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -1.0% | 32,267 | $744K |
| Brookstone Capital Management | 0.01% | Add +13.2% | 32,109 | $740K |
| Fca Corp. | 0.21% | Reduce -47.5% | 32,065 | $739K |
| HUB Investment Partners, LLC | 0.03% | Reduce -8.2% | 31,945 | $737K |
| Horizons Wealth Management | 0.50% | Reduce -68.8% | 31,341 | $723K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -17.1% | 30,491 | $703K |
| Ballew Advisors, Inc | 0.39% | Reduce -2.7% | 30,441 | $703K |
| BCS Wealth Management | 0.16% | Reduce -7.8% | 30,301 | $699K |
| Altrius Capital Management Inc | 0.16% | Reduce -12.9% | 29,794 | $687K |
| Harbour Investments, Inc. | 0.02% | No change | 29,317 | $676K |
| GTS Securities LLC | 0.03% | New | 28,216 | $651K |
| Kovack Advisors, Inc. | 0.06% | New | 28,024 | $646K |
| Gradient Investments LLC | 0.01% | Reduce -8.7% | 27,788 | $641K |
| Axim Planning & Wealth | 0.49% | New | 26,488 | $611K |
| Masso Torrence Wealth Management Inc. | 0.25% | No change | 26,017 | $600K |
| Private Advisory Group LLC | 0.05% | Add +18.1% | 25,047 | $578K |
| Shufro Rose & Co. LLC | 0.05% | No change | 24,800 | $572K |
| Consolidated Portfolio Review Corp | 0.07% | Add +6.0% | 23,208 | $535K |
| Mariner, LLC | 0.00% | Add +72.9% | 22,531 | $520K |
| 4Thought Financial Group Inc. | 0.26% | Reduce -0.4% | 22,126 | $510K |
| Mgo One Seven LLC | 0.01% | Reduce -80.3% | 21,707 | $501K |
| Two Sigma Securities, LLC | 0.07% | Reduce -3.0% | 21,067 | $486K |
| VestGen Advisors, LLC | 0.02% | Reduce -7.8% | 20,332 | $469K |
| AlphaStar Capital Management, LLC | 0.04% | Add +1.5% | 19,808 | $457K |
| Wealthstar Advisors, LLC | 0.18% | Add +47.1% | 19,767 | $456K |
| RFG Advisory, LLC | 0.01% | Reduce -8.1% | 19,247 | $444K |
| Focus Financial Network, Inc. | 0.02% | Add +92.3% | 19,225 | $443K |
| Quad-Cities Investment Group, LLC | 0.18% | Add +1.0% | 18,591 | $429K |
| Farther Finance Advisors, LLC | 0.01% | Add +26.3% | 18,012 | $415K |
| Collective Family Office LLC | 0.10% | Reduce -94.8% | 17,975 | $415K |
| Pacific Wealth Strategies Group, Inc. | 0.25% | Reduce -2.9% | 17,812 | $411K |
| Bank of Montreal | 0.00% | New | 17,301 | $399K |
| Straight Path Wealth Management | 0.11% | Add +0.3% | 17,245 | $398K |
| Koss-Olinger Consulting, LLC | 0.03% | No change | 16,860 | $389K |
| Strategic Blueprint, LLC | 0.02% | Reduce -34.4% | 16,670 | $384K |
| Horizon Financial Services, LLC | 0.18% | Reduce -1.6% | 16,402 | $378K |
| American Capital Advisory, LLC | 0.17% | Reduce -5.3% | 16,228 | $374K |
| Larson Financial Group LLC | 0.01% | Reduce -1.1% | 16,175 | $373K |
| Meriwether Wealth & Planning, LLC | 0.21% | Add +0.9% | 16,061 | $370K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.3% | 15,460 | $357K |
| Flavin Financial Services, Inc. | 0.25% | Reduce -62.9% | 15,398 | $355K |
| Western Wealth Management, LLC | 0.02% | Reduce -21.4% | 15,321 | $353K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -30.2% | 15,010 | $346K |
| Net Worth Advisory Group | 0.10% | Reduce -17.1% | 14,651 | $338K |
| Tassel Capital Management, Inc. | 0.21% | Reduce -14.8% | 14,083 | $325K |
| Equitable Holdings, Inc. | 0.00% | Add +20.9% | 13,603 | $314K |
| Certified Advisory Corp | 0.03% | Reduce -23.0% | 13,467 | $311K |
| HRT Financial LP | 0.00% | Reduce -4.1% | 13,309 | $306K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 13,141 | $303K |
| IRON Financial LLC | 0.14% | Reduce -45.0% | 12,831 | $296K |
| Stephens Inc. | 0.00% | Add +0.3% | 12,052 | $278K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.1% | 11,913 | $275K |
| Meridian Wealth Advisors, LLC | 0.04% | Reduce -14.4% | 11,902 | $274K |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.3% | 11,667 | $269K |
| Fortitude Advisory Group L.L.C. | 0.14% | No change | 11,338 | $261K |
| Ground Swell Capital, LLC | 0.56% | New | 11,065 | $255K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -9.3% | 10,597 | $244K |
| Old Port Advisors | 0.06% | No change | 10,500 | $242K |
| Nalls Sherbakoff Group, LLC | 0.16% | Reduce -1.9% | 10,330 | $238K |
| WESPAC Advisors, LLC | 0.14% | Add +3.9% | 10,015 | $231K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -33.5% | 9,986 | $230K |
| Claro Advisors Inc. | 0.03% | Add +1.3% | 9,720 | $224K |
| Creative Planning | 0.00% | Reduce -18.6% | 9,139 | $211K |
| Ti-Trust, Inc. | 0.13% | No change | 9,060 | $209K |
| Rovin Capital /Ut/ | 0.06% | New | 8,860 | $204K |
| CoreCap Advisors, LLC | 0.01% | No change | 6,892 | $159K |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.2% | 4,870 | $112K |
| Comerica Bank | 0.00% | Reduce -5.4% | 4,696 | $108K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.8% | 4,456 | $103K |
| Private Trust Co. NA | 0.01% | No change | 4,347 | $100K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.6% | 4,291 | $99K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -16.5% | 3,315 | $76K |
| Parallel Advisors, LLC | 0.00% | No change | 2,757 | $64K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 2,726 | $63K |
| Creative Financial Designs Inc. | 0.00% | Reduce -63.5% | 2,390 | $55K |
| Principal Securities, Inc. | 0.00% | No change | 2,099 | $48K |
| CX Institutional | 0.00% | New | 2,059 | $47K |
| WFA of San Diego, LLC | 0.03% | Reduce -53.9% | 1,975 | $46K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 1,833 | $42K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,754 | $40K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 1,718 | $40K |
| Ancora Advisors LLC | 0.00% | No change | 1,509 | $35K |
| MAI Capital Management | 0.00% | No change | 986 | $23K |
| Sarver Vrooman Wealth Advisors | 0.01% | No change | 622 | $14K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -82.8% | 500 | $12K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.2% | 496 | $11K |
| Advisory Services Network, LLC | 0.00% | New | 433 | $10K |
| Elevation Wealth Partners, LLC | 0.00% | New | 324 | $7K |
| Cwm, LLC | 0.00% | Reduce -85.5% | 284 | $7K |
| Rockefeller Capital Management L.P. | 0.00% | New | 299 | $7K |
| Aspect Partners, LLC | 0.00% | No change | 285 | $7K |
| SJS Investment Consulting Inc. | 0.00% | No change | 166 | $4K |
| Independence Bank of Kentucky | 0.00% | No change | 102 | $2K |
| AE Wealth Management LLC | 0.00% | Reduce -88.5% | 77 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 68 | $2K |
| Atwood & Palmer Inc. | 0.00% | Reduce -96.8% | 50 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 27 | $623 |
| FMR LLC | 0.00% | Reduce -99.2% | 7 | $171 |
"% of holder's portfolio" is BSJP's weight in each manager's 13F, not the share of Invesco Bulletshares 2025 HY the manager owns.