Invesco Bulletshares 2026 HYBSJQETF
13F holders, Q1 2025 (March 31)171holders +11
15new positions
7sold out
$23.19avg. 13F price*
At the end of Q1 2025, 171 institutions reported holding Invesco Bulletshares 2026 HY (BSJQ) in their 13F filings, up 11 from Q4 2024. 15 opened new positions and 7 sold out. The largest holders were UBS Group AG ($52.1M), Raymond James Financial Inc. ($50.3M) and Mirador Capital Partners LP ($37.1M).
- Company
- Invesco Bulletshares 2026 HY
- CUSIP
- 46138J635
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $30.1M |
| Exits | 7 | $4.5M |
All 13F filers, Q4 2024 → Q1 2025: 4,285,738 shares bought and 644,281 shares sold, net +3,641,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 171 holders
| UBS Group AG | 0.01% | Add +2.8% | 2,245,960 | $52.1M |
| Raymond James Financial Inc. | 0.02% | Add +3.1% | 2,168,110 | $50.3M |
| Mirador Capital Partners LP | 6.51% | Add +7.3% | 1,601,111 | $37.1M |
| Morgan Stanley | 0.00% | Add +6.6% | 1,580,494 | $36.7M |
| Cetera Investment Advisers | 0.06% | Add +12.2% | 1,398,691 | $32.4M |
| LPL Financial LLC | 0.01% | Add +7.0% | 1,219,967 | $28.3M |
| Sterling Financial Group, Inc. | 10.10% | Add +37.7% | 1,208,421 | $28.0M |
| Ashton Thomas Private Wealth, LLC | 1.00% | Add +71.6% | 1,123,376 | $26.1M |
| Wells Fargo & Company | 0.01% | Add +17.2% | 1,059,176 | $24.6M |
| Jaffetilchin Investment Partners, LLC | 1.37% | New | 814,568 | $18.9M |
| Legacy Financial Group LLC | 2.71% | Reduce -1.9% | 758,569 | $17.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.9% | 687,166 | $15.9M |
| Insight Wealth Partners, LLC | 7.97% | Add +1.1% | 571,705 | $13.3M |
| Larson Financial Group LLC | 0.62% | Add +69.9% | 566,966 | $13.1M |
| Cwm, LLC | 0.05% | Reduce -3.1% | 493,215 | $11.4M |
| Ironwood Financial, llc | 2.32% | Add +0.2% | 466,126 | $10.8M |
| Bank of America Corp. | 0.00% | Add +6.8% | 419,370 | $9.7M |
| Advisory Alpha, LLC | 0.29% | Add +22.7% | 366,326 | $8.5M |
| United Capital Financial Advisors, LLC | 0.07% | Add +6.8% | 358,661 | $8.3M |
| Osaic Holdings, Inc. | 0.02% | Add +31.5% | 348,214 | $8.1M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -4.8% | 335,111 | $7.8M |
| Avior Wealth Management, LLC | 0.29% | Add +2.9% | 334,687 | $7.8M |
| SFE Investment Counsel | 1.51% | Reduce -1.3% | 325,538 | $7.5M |
| Delta Investment Management, LLC | 1.51% | Reduce -2.0% | 323,143 | $7.5M |
| Jane Street Group, LLC | 0.01% | Add +43.8% | 304,433 | $7.1M |
| Verity Asset Management, Inc. | 2.57% | New | 272,386 | $6.3M |
| Summit Investment Advisors, Inc. | 5.58% | Reduce -4.2% | 269,937 | $6.3M |
| Captrust Financial Advisors | 0.02% | Reduce -41.3% | 268,470 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +32.7% | 248,597 | $5.8M |
| Collective Family Office LLC | 1.53% | Add +20.4% | 244,899 | $5.7M |
| Intrua Financial, LLC | 0.88% | Add +2.7% | 242,568 | $5.6M |
| MML Investors Services, LLC | 0.02% | Add +7.8% | 235,506 | $5.5M |
| Tyler-Stone Wealth Management | 0.97% | Add +90.6% | 232,735 | $5.4M |
| IHT Wealth Management, LLC | 0.17% | Add +5.8% | 230,864 | $5.4M |
| Rovin Capital /Ut/ | 1.57% | Add +10.7% | 210,225 | $4.9M |
| River Street Advisors LLC | 2.29% | Reduce -0.7% | 199,618 | $4.6M |
| Old Second National Bank of Aurora | 1.08% | Add +5.4% | 198,415 | $4.6M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -1.7% | 193,800 | $4.5M |
| Oder Investment Management, LLC | 3.62% | Add +10.1% | 183,172 | $4.3M |
| HUB Investment Partners, LLC | 0.17% | Add +2.4% | 183,809 | $4.3M |
| Royal Bank of Canada | 0.00% | Add +3.9% | 163,117 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Add +27.3% | 159,076 | $3.7M |
| Prospera Financial Services Inc | 0.08% | Add +15.2% | 157,831 | $3.7M |
| RPg Family Wealth Advisory, LLC | 1.00% | Add +15.7% | 151,663 | $3.5M |
| 49 Wealth Management, LLC | 0.40% | Add +4.2% | 144,125 | $3.3M |
| Evexia Wealth LLC | 1.20% | Add +3.2% | 142,933 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Add +20.0% | 141,632 | $3.3M |
| Stablepoint Partners, LLC | 0.59% | Add +18.0% | 140,111 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Add +35.1% | 135,724 | $3.1M |
| Foundations Investment Advisors, LLC | 0.06% | Add +217.5% | 130,132 | $3.0M |
| Camelot Portfolios, LLC | 1.62% | Add +36.3% | 112,378 | $2.6M |
| Invesco Ltd. | 0.00% | Reduce -3.3% | 111,518 | $2.6M |
| Horizons Wealth Management | 1.94% | Add +1.9% | 110,821 | $2.6M |
| Howard Wealth Management, LLC | 1.28% | Add +0.1% | 99,259 | $2.3M |
| Paradiem, LLC | 0.61% | Reduce -10.7% | 94,972 | $2.2M |
| Northwest Bancshares, Inc. | 0.40% | Add +142.5% | 92,844 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +4.6% | 92,061 | $2.1M |
| Bank of Montreal | 0.00% | New | 91,700 | $2.1M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +119.5% | 80,322 | $1.9M |
| Pacific Wealth Strategies Group, Inc. | 1.34% | Add +3.2% | 77,505 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.8% | 77,035 | $1.8M |
| Glass Jacobson Investment Advisors llc | 0.58% | No change | 75,340 | $1.8M |
| AIFG Consultants Ltd. | 2.85% | Reduce -8.3% | 74,495 | $1.7M |
| Compound Planning, Inc. | 0.08% | Add +43.6% | 74,487 | $1.7M |
| Vantage Point Financial LLC | 0.83% | Add +0.8% | 71,070 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -14.8% | 71,046 | $1.6M |
| S.E.E.D. Planning Group LLC | 0.54% | Reduce -1.7% | 69,642 | $1.6M |
| IFP Advisors, Inc | 0.05% | No change | 68,864 | $1.6M |
| AA Financial Advisors, LLC | 0.39% | Add +5.0% | 68,784 | $1.6M |
| Altrius Capital Management Inc | 0.38% | Reduce -13.0% | 67,505 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +8.2% | 65,438 | $1.5M |
| Werba Rubin Papier Wealth Management | 0.31% | Add +0.2% | 61,585 | $1.4M |
| Segment Wealth Management, LLC | 0.09% | Reduce -2.9% | 58,542 | $1.4M |
| Geneos Wealth Management Inc. | 0.04% | Add +9.4% | 54,988 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +12.1% | 54,474 | $1.3M |
| Ledgewood Wealth Advisors, LLC | 0.81% | Reduce -10.0% | 54,360 | $1.3M |
| Allworth Financial LP | 0.01% | Add +0.0% | 52,787 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.4% | 51,876 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +0.4% | 51,876 | $1.2M |
| Carnegie Investment Counsel | 0.03% | Reduce -23.4% | 52,790 | $1.2M |
| Global View Capital Management LLC | 0.43% | Reduce -46.5% | 50,524 | $1.2M |
| Sound Stewardship, LLC | 0.66% | Add +1.8% | 50,186 | $1.2M |
| Fca Corp. | 0.37% | Reduce -0.3% | 49,400 | $1.1M |
| Key Financial Inc | 0.23% | Add +6.2% | 46,168 | $1.1M |
| Strait & Sound Wealth Management LLC | 0.50% | Add +349.9% | 46,129 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.7% | 44,782 | $1.0M |
| GAMMA Investing LLC | 0.08% | Add +13.7% | 44,721 | $1.0M |
| Wealthspire Retirement, LLC | 0.08% | Add +10.2% | 44,369 | $1.0M |
| Absolute Capital Management, LLC | 0.59% | Reduce -12.9% | 43,744 | $1.0M |
| Brown Advisory Inc. | 0.00% | Add +2.6% | 43,236 | $1.0M |
| Ballew Advisors, Inc | 0.65% | Add +62.1% | 42,049 | $963K |
| Equitable Holdings, Inc. | 0.01% | Add +0.8% | 40,694 | $944K |
| Capital Analysts, LLC | 0.03% | Add +14.8% | 40,165 | $931K |
| Lido Advisors, LLC | 0.01% | Add +36.8% | 39,332 | $912K |
| Mgo One Seven LLC | 0.04% | Add +10.4% | 39,243 | $910K |
| Wilkins Miller Wealth Management, LLC | 0.64% | Reduce -7.9% | 36,804 | $853K |
| TD Waterhouse Canada Inc. | 0.01% | Add +11.5% | 34,800 | $810K |
| Stephens Inc. | 0.01% | Add +5.7% | 33,496 | $777K |
| Strategic Blueprint, LLC | 0.04% | Add +245.8% | 33,159 | $769K |
| Gradient Investments LLC | 0.02% | Reduce -9.6% | 32,207 | $747K |
"% of holder's portfolio" is BSJQ's weight in each manager's 13F, not the share of Invesco Bulletshares 2026 HY the manager owns.