Invesco Bulletshares 2026 HYBSJQETF
13F holders, Q2 2026 (June 30)188holders −9
13new positions
19sold out
2famous investors
$22.95avg. 13F price*
At the end of Q2 2026, 188 institutions reported holding Invesco Bulletshares 2026 HY (BSJQ) in their 13F filings, down 9 from Q1 2026. 13 opened new positions and 19 sold out. The largest holders were Mirador Capital Partners LP ($62.3M), LPL Financial LLC ($44.2M) and Morgan Stanley ($31.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco Bulletshares 2026 HY
- CUSIP
- 46138J635
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $4.8M |
| Exits | 19 | $25.6M |
All 13F filers, Q1 2026 → Q2 2026: 1,927,414 shares bought and 6,549,763 shares sold, net −4,622,349 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 188 holders
| Mirador Capital Partners LP | 7.63% | Reduce -15.8% | 2,714,747 | $62.3M |
| LPL Financial LLC | 0.01% | Reduce -18.1% | 1,925,101 | $44.2M |
| Morgan Stanley | 0.00% | Reduce -6.9% | 1,362,754 | $31.3M |
| Cetera Investment Advisers | 0.03% | Reduce -1.6% | 1,236,482 | $28.4M |
| Wells Fargo & Company | 0.00% | Reduce -12.4% | 924,269 | $21.2M |
| Osaic Holdings, Inc. | 0.02% | Add +12.3% | 845,074 | $19.4M |
| Citadel Advisors | 0.01% | Add +2898.2% | 830,303 | $19.1M |
| Collective Family Office LLC | 3.13% | Reduce -12.3% | 666,309 | $15.3M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -4.0% | 598,587 | $13.7M |
| UBS Group AG | 0.00% | Reduce -75.1% | 598,155 | $13.7M |
| Migdal Insurance & Financial Holdings Ltd. | 0.08% | Add +2.4% | 560,867 | $12.9M |
| Advisory Alpha, LLC | 0.29% | Add +7.2% | 507,769 | $11.7M |
| Parkway Wealth Management Group, LLC | 1.17% | Add +0.6% | 441,155 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.6% | 432,891 | $9.9M |
| Cornerstone Planning, LLC | 2.27% | Add +1.4% | 428,119 | $9.8M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -4.2% | 377,575 | $8.7M |
| Delta Investment Management, LLC | 1.37% | Reduce -65.2% | 361,418 | $8.3M |
| Lido Advisors, LLC | 0.03% | Reduce -0.9% | 346,898 | $8.0M |
| Ashton Thomas Private Wealth, LLC | 0.16% | Reduce -0.2% | 340,946 | $7.8M |
| Larson Financial Group LLC | 0.20% | Reduce -26.0% | 329,412 | $7.6M |
| MML Investors Services, LLC | 0.01% | Add +13.7% | 320,516 | $7.4M |
| Verity Asset Management, Inc. | 2.71% | Reduce -6.3% | 311,813 | $7.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.1% | 293,559 | $6.7M |
| Bank of Montreal | 0.00% | Add +612.5% | 293,250 | $6.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.8% | 273,030 | $6.3M |
| IHT Wealth Management, LLC | 0.12% | Reduce -29.1% | 255,611 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -38.6% | 230,792 | $5.3M |
| Ironwood Financial, llc | 0.83% | Reduce -42.3% | 230,453 | $5.3M |
| Mgo One Seven LLC | 0.09% | Add +7.8% | 226,152 | $5.2M |
| Milestone Asset Management, LLC | 0.80% | Add +7.6% | 221,775 | $5.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +50.5% | 216,754 | $5.0M |
| Howard Wealth Management, LLC | 1.79% | Add +10.6% | 211,404 | $4.9M |
| Jones Financial Companies LLLP | 0.00% | Add +4.2% | 209,063 | $4.8M |
| Banta Asset Management LP | 4.06% | Reduce -10.9% | 197,933 | $4.5M |
| Foundations Investment Advisors, LLC | 0.05% | Add +3.1% | 196,417 | $4.5M |
| Oder Investment Management, LLC | 2.92% | Reduce -6.3% | 189,443 | $4.3M |
| Ark Wealth Advisors LLC | 3.64% | Reduce -21.1% | 178,694 | $4.1M |
| Evexia Wealth LLC | 1.09% | Add +184.7% | 175,895 | $4.0M |
| Stifel Financial Corp. | 0.00% | Add +3.3% | 171,667 | $3.9M |
| SFE Investment Counsel | 0.53% | Reduce -37.8% | 166,621 | $3.8M |
| RPg Family Wealth Advisory, LLC | 0.62% | Add +1.4% | 162,149 | $3.7M |
| Sidoxia Capital Management, LLC | 2.67% | Reduce -2.5% | 158,727 | $3.6M |
| HB Wealth Management, LLC | 0.02% | Add +0.0% | 155,441 | $3.6M |
| Pacific Wealth Strategies Group, Inc. | 2.05% | Add +16.4% | 155,192 | $3.6M |
| Prospera Financial Services Inc | 0.05% | Reduce -1.5% | 155,011 | $3.6M |
| Bank of America Corp. | 0.00% | Reduce -2.4% | 153,950 | $3.5M |
| Legacy Financial Group LLC | 0.38% | Reduce -44.6% | 147,878 | $3.4M |
| Glass Jacobson Investment Advisors llc | 1.03% | Add +0.7% | 144,099 | $3.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -9.3% | 138,166 | $3.2M |
| Intrua Financial, LLC | 0.28% | Reduce -26.1% | 127,965 | $2.9M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -7.8% | 122,245 | $2.8M |
| Accurate Wealth Management, LLC | 0.25% | Reduce -15.4% | 116,206 | $2.7M |
| Strait & Sound Wealth Management LLC | 0.89% | Add +17.9% | 110,818 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +6.7% | 110,373 | $2.5M |
| Altium Investment Strategies LLC | 3.60% | Reduce -20.9% | 108,725 | $2.5M |
| TFR Capital, LLC. | 0.64% | Reduce -7.3% | 99,214 | $2.3M |
| TD Waterhouse Canada Inc. | 0.01% | Add +98.0% | 96,442 | $2.2M |
| S.E.E.D. Planning Group LLC | 0.54% | Add +20.8% | 88,387 | $2.0M |
| Independent Wealth Advisors LLC | 1.83% | Add +0.7% | 87,956 | $2.0M |
| AA Financial Advisors, LLC | 0.24% | Add +3.8% | 86,302 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +2.6% | 85,176 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -9.1% | 78,967 | $1.8M |
| Northwest Bancshares, Inc. | 0.32% | Reduce -11.1% | 77,664 | $1.8M |
| Paradiem, LLC | 0.37% | Reduce -3.8% | 74,804 | $1.7M |
| Camelot Portfolios, LLC | 1.10% | Reduce -25.8% | 67,496 | $1.5M |
| Global Assets Advisory, LLC | 0.34% | Add +112.3% | 66,976 | $1.5M |
| Ledgewood Wealth Advisors, LLC | 0.79% | Reduce -5.2% | 65,178 | $1.5M |
| Key Financial Inc | 0.24% | Reduce -1.2% | 63,641 | $1.5M |
| Kovack Advisors, Inc. | 0.07% | Add +14.2% | 61,432 | $1.4M |
| Vantage Point Financial LLC | 0.43% | Reduce -1.1% | 61,025 | $1.4M |
| Sound Stewardship, LLC | 0.56% | Add +1.4% | 58,865 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -30.4% | 58,623 | $1.3M |
| Werba Rubin Papier Wealth Management | 0.16% | Reduce -9.4% | 56,304 | $1.3M |
| HUB Investment Partners, LLC | 0.02% | Reduce -26.0% | 53,906 | $1.2M |
| Beto Financial Group, LLC | 0.63% | Reduce -26.1% | 52,588 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -1.9% | 51,384 | $1.2M |
| Altrius Capital Management Inc | 0.22% | Reduce -2.4% | 50,797 | $1.2M |
| Geneos Wealth Management Inc. | 0.02% | Reduce -16.7% | 48,734 | $1.1M |
| Stablepoint Partners, LLC | 0.14% | Reduce -5.2% | 45,652 | $1.0M |
| Brown Advisory Inc. | 0.00% | No change | 45,180 | $1.0M |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +54.6% | 44,710 | $1.0M |
| Livet Wealth, LLC | 0.58% | Add +44.6% | 43,464 | $998K |
| Ballew Advisors, Inc | 0.50% | No change | 42,049 | $965K |
| Wagner Wealth Management, Corp | 0.77% | Add +6.5% | 41,462 | $952K |
| Montis Financial, LLC | 0.18% | Reduce -35.9% | 38,956 | $894K |
| Brookstone Capital Management | 0.01% | Reduce -10.0% | 38,923 | $893K |
| Semitam Bonam LLC | 0.62% | Add +1.6% | 37,000 | $849K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 36,493 | $838K |
| Wealthspire Retirement, LLC | 0.04% | Reduce -28.8% | 33,866 | $777K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -2.7% | 33,813 | $776K |
| Farnam Financial LLC | 0.54% | New | 32,308 | $742K |
| Axim Planning & Wealth | 0.99% | Reduce -0.4% | 30,440 | $699K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 29,892 | $686K |
| Independent Financial Group, LLC | 0.01% | Add +17.9% | 29,156 | $669K |
| Wealth Advisory Solutions, LLC | 0.14% | Reduce -4.2% | 28,786 | $661K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -6.5% | 27,317 | $627K |
| Capital Analysts, LLC | 0.01% | Reduce -10.4% | 27,191 | $624K |
| BXM Wealth LLC | 0.34% | Reduce -20.4% | 26,985 | $619K |
| Invesco Ltd. | 0.00% | Reduce -76.0% | 25,386 | $583K |
| Meriwether Wealth & Planning, LLC | 0.29% | No change | 25,239 | $579K |
"% of holder's portfolio" is BSJQ's weight in each manager's 13F, not the share of Invesco Bulletshares 2026 HY the manager owns.