Invesco Bulletshares 2026 HYBSJQETF
13F holders, Q2 2025 (June 30)179holders +8
18new positions
11sold out
1famous investor
$23.33avg. 13F price*
At the end of Q2 2025, 179 institutions reported holding Invesco Bulletshares 2026 HY (BSJQ) in their 13F filings, up 8 from Q1 2025. 18 opened new positions and 11 sold out. The largest holders were UBS Group AG ($54.4M), Mirador Capital Partners LP ($48.4M) and Raymond James Financial Inc. ($36.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bulletshares 2026 HY
- CUSIP
- 46138J635
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $33.2M |
| Exits | 11 | $35.7M |
All 13F filers, Q1 2025 → Q2 2025: 3,889,998 shares bought and 3,758,556 shares sold, net +131,442 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 179 holders
| UBS Group AG | 0.01% | Add +3.8% | 2,331,214 | $54.4M |
| Mirador Capital Partners LP | 7.87% | Add +29.6% | 2,075,834 | $48.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -28.1% | 1,558,291 | $36.4M |
| Morgan Stanley | 0.00% | Reduce -3.7% | 1,522,131 | $35.5M |
| LPL Financial LLC | 0.01% | Add +23.6% | 1,507,539 | $35.2M |
| Cetera Investment Advisers | 0.05% | Reduce -3.3% | 1,353,088 | $31.6M |
| Ashton Thomas Private Wealth, LLC | 0.89% | Reduce -3.7% | 1,082,054 | $25.2M |
| Wells Fargo & Company | 0.01% | Reduce -0.6% | 1,052,414 | $24.6M |
| Jaffetilchin Investment Partners, LLC | 1.26% | Add +1.1% | 823,523 | $19.2M |
| Legacy Financial Group LLC | 2.35% | Reduce -4.7% | 722,580 | $16.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.5% | 683,504 | $15.9M |
| Larson Financial Group LLC | 0.53% | Add +0.3% | 568,763 | $13.3M |
| Osaic Holdings, Inc. | 0.02% | Add +57.1% | 547,041 | $12.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.14% | Add +2185.7% | 488,549 | $11.4M |
| Delta Investment Management, LLC | 2.17% | Add +49.8% | 484,033 | $11.3M |
| Ironwood Financial, llc | 2.32% | No change | 466,126 | $10.8M |
| Cwm, LLC | 0.04% | Reduce -10.8% | 439,721 | $10.3M |
| Bank of America Corp. | 0.00% | Add +0.8% | 422,772 | $9.9M |
| Advisory Alpha, LLC | 0.31% | Add +15.3% | 422,336 | $9.9M |
| Mariner, LLC | 0.01% | New | 373,124 | $8.7M |
| Atria Investments, Inc | 0.10% | New | 372,870 | $8.7M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -3.1% | 347,693 | $8.1M |
| Avior Wealth Management, LLC | 0.28% | Add +2.7% | 343,851 | $8.0M |
| Collective Family Office LLC | 1.97% | Add +34.5% | 329,478 | $7.7M |
| Verity Asset Management, Inc. | 3.67% | Add +20.8% | 328,992 | $7.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -2.0% | 328,423 | $7.7M |
| SFE Investment Counsel | 1.30% | Reduce -2.6% | 316,978 | $7.4M |
| Tyler-Stone Wealth Management | 1.07% | Add +22.1% | 284,051 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +13.6% | 282,299 | $6.6M |
| Summit Investment Advisors, Inc. | 5.42% | Add +4.5% | 282,006 | $6.6M |
| Leo Wealth, LLC | 0.46% | New | 252,279 | $5.9M |
| MML Investors Services, LLC | 0.02% | Add +4.7% | 246,486 | $5.8M |
| IHT Wealth Management, LLC | 0.15% | Add +2.3% | 236,273 | $5.5M |
| Intrua Financial, LLC | 0.79% | Reduce -2.7% | 236,040 | $5.5M |
| Rovin Capital /Ut/ | 1.56% | Add +4.8% | 220,261 | $5.1M |
| Old Second National Bank of Aurora | 1.07% | Add +6.2% | 210,756 | $4.9M |
| Oder Investment Management, LLC | 3.46% | Add +7.3% | 196,528 | $4.6M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -8.3% | 177,751 | $4.1M |
| River Street Advisors LLC | 1.78% | Reduce -11.1% | 177,493 | $4.1M |
| HUB Investment Partners, LLC | 0.14% | Reduce -7.3% | 170,492 | $4.0M |
| NorthCoast Asset Management LLC | 0.02% | New | 167,926 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Add +4.5% | 166,255 | $3.9M |
| Prospera Financial Services Inc | 0.07% | Add +2.6% | 161,951 | $3.8M |
| RPg Family Wealth Advisory, LLC | 0.99% | Add +5.3% | 159,685 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +12.0% | 152,060 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Add +7.1% | 151,659 | $3.5M |
| Stablepoint Partners, LLC | 0.60% | Add +7.2% | 150,244 | $3.5M |
| 49 Wealth Management, LLC | 0.36% | Add +1.9% | 146,828 | $3.4M |
| Invesco Ltd. | 0.00% | Add +29.4% | 144,281 | $3.4M |
| Foundations Investment Advisors, LLC | 0.05% | Add +7.3% | 139,695 | $3.3M |
| Compound Planning, Inc. | 0.12% | Add +86.6% | 138,964 | $3.2M |
| Evexia Wealth LLC | 0.94% | Reduce -10.9% | 127,384 | $3.0M |
| Horizons Wealth Management | 1.90% | Add +1.8% | 112,815 | $2.6M |
| Glass Jacobson Investment Advisors llc | 0.95% | Add +41.0% | 106,229 | $2.5M |
| Camelot Portfolios, LLC | 1.48% | Reduce -5.8% | 105,806 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -65.5% | 104,904 | $2.4M |
| Pacific Wealth Strategies Group, Inc. | 1.55% | Add +29.9% | 100,717 | $2.3M |
| Howard Wealth Management, LLC | 1.17% | Add +0.3% | 99,520 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +5.4% | 97,070 | $2.3M |
| Paradiem, LLC | 0.56% | Reduce -0.0% | 94,964 | $2.2M |
| Northwest Bancshares, Inc. | 0.38% | Add +1.2% | 93,928 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -46.3% | 87,631 | $2.0M |
| Lido Advisors, LLC | 0.01% | Add +117.5% | 85,535 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.1% | 80,185 | $1.9M |
| S.E.E.D. Planning Group LLC | 0.53% | Add +4.5% | 72,794 | $1.7M |
| Vantage Point Financial LLC | 0.72% | Reduce -0.4% | 70,807 | $1.7M |
| AA Financial Advisors, LLC | 0.36% | Add +2.7% | 70,627 | $1.6M |
| Strait & Sound Wealth Management LLC | 0.63% | Add +38.0% | 63,678 | $1.5M |
| Altrius Capital Management Inc | 0.35% | Reduce -6.0% | 63,468 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.3% | 62,655 | $1.5M |
| Werba Rubin Papier Wealth Management | 0.27% | Add +0.2% | 61,696 | $1.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +70.3% | 59,268 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +11.7% | 57,935 | $1.4M |
| Segment Wealth Management, LLC | 0.09% | Reduce -1.9% | 57,422 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | Add +4.3% | 57,375 | $1.3M |
| Old Mission Capital LLC | 0.03% | New | 55,679 | $1.3M |
| Ledgewood Wealth Advisors, LLC | 0.80% | Add +0.2% | 54,485 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.4% | 54,233 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -33.2% | 53,655 | $1.3M |
| Allworth Financial LP | 0.01% | No change | 52,787 | $1.2M |
| Sound Stewardship, LLC | 0.61% | Add +1.1% | 50,740 | $1.2M |
| Fca Corp. | 0.35% | Add +2.5% | 50,612 | $1.2M |
| Mgo One Seven LLC | 0.04% | Add +27.1% | 49,890 | $1.2M |
| Carnegie Investment Counsel | 0.02% | Reduce -6.0% | 49,615 | $1.2M |
| Strategic Blueprint, LLC | 0.05% | Add +42.7% | 47,316 | $1.1M |
| Key Financial Inc | 0.22% | No change | 46,168 | $1.1M |
| Wealthspire Retirement, LLC | 0.07% | Add +3.4% | 45,879 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +4.5% | 45,180 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +41.9% | 44,299 | $1.0M |
| Ballew Advisors, Inc | 0.58% | No change | 42,049 | $982K |
| Absolute Capital Management, LLC | 0.47% | Reduce -7.5% | 40,476 | $944K |
| Capital Analysts, LLC | 0.03% | Add +0.6% | 40,397 | $942K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.0% | 37,637 | $879K |
| Equitable Holdings, Inc. | 0.01% | Reduce -7.7% | 37,579 | $877K |
| Quadrature Capital Ltd | 0.02% | New | 37,449 | $874K |
| Wilkins Miller Wealth Management, LLC | 0.55% | Reduce -5.4% | 34,827 | $813K |
| Thrivent Financial for Lutherans | 0.00% | Add +168.6% | 33,783 | $788K |
| Gradient Investments LLC | 0.01% | Add +2.9% | 33,136 | $773K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +2.4% | 32,356 | $755K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -4.2% | 30,795 | $718K |
"% of holder's portfolio" is BSJQ's weight in each manager's 13F, not the share of Invesco Bulletshares 2026 HY the manager owns.