Invesco Bulletshares 2026 HYBSJQETF
13F holders, Q3 2025 (September 30)182holders +3
19new positions
12sold out
2famous investors
$23.40avg. 13F price*
At the end of Q3 2025, 182 institutions reported holding Invesco Bulletshares 2026 HY (BSJQ) in their 13F filings, up 3 from Q2 2025. 19 opened new positions and 12 sold out. The largest holders were Mirador Capital Partners LP ($71.1M), UBS Group AG ($56.3M) and LPL Financial LLC ($50.9M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $15.8M |
| Exits | 12 | $12.0M |
All 13F filers, Q2 2025 → Q3 2025: 5,335,008 shares bought and 1,659,412 shares sold, net +3,675,596 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 182 holders
| Mirador Capital Partners LP | 10.08% | Add +46.3% | 3,036,943 | $71.1M |
| UBS Group AG | 0.01% | Add +3.2% | 2,406,143 | $56.3M |
| LPL Financial LLC | 0.01% | Add +44.2% | 2,173,724 | $50.9M |
| Morgan Stanley | 0.00% | Add +3.2% | 1,570,556 | $36.8M |
| Cetera Investment Advisers | 0.04% | Add +15.5% | 1,562,285 | $36.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -13.4% | 1,348,805 | $31.6M |
| Wells Fargo & Company | 0.01% | Add +2.5% | 1,078,413 | $25.2M |
| Delta Investment Management, LLC | 4.27% | Add +110.5% | 1,019,057 | $23.9M |
| Jaffetilchin Investment Partners, LLC | 1.25% | Add +8.1% | 889,853 | $20.8M |
| Legacy Financial Group LLC | 2.24% | Add +1.3% | 732,238 | $17.1M |
| Ashton Thomas Private Wealth, LLC | 0.43% | Reduce -33.9% | 714,764 | $16.7M |
| Osaic Holdings, Inc. | 0.02% | Add +24.0% | 678,412 | $15.9M |
| Collective Family Office LLC | 3.80% | Add +105.3% | 676,587 | $15.8M |
| Larson Financial Group LLC | 0.45% | Reduce -3.8% | 547,414 | $12.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.13% | Add +4.4% | 509,919 | $11.9M |
| Ironwood Financial, llc | 1.96% | Add +1.3% | 472,180 | $11.1M |
| Bank of America Corp. | 0.00% | Add +6.1% | 448,745 | $10.5M |
| Advisory Alpha, LLC | 0.28% | Add +1.8% | 429,983 | $10.1M |
| Mariner, LLC | 0.01% | Add +15.0% | 429,013 | $10.0M |
| Atria Investments, Inc | 0.11% | Add +14.5% | 426,926 | $10.0M |
| Cwm, LLC | 0.03% | Reduce -3.6% | 423,658 | $9.9M |
| Mercer Global Advisors Inc. | 0.02% | Add +24.8% | 409,781 | $9.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -40.4% | 407,336 | $9.5M |
| United Capital Financial Advisors, LLC | 0.06% | Add +1.3% | 352,314 | $8.2M |
| Avior Wealth Management, LLC | 0.26% | Add +1.8% | 349,977 | $8.2M |
| Jane Street Group, LLC | 0.01% | Add +223.5% | 339,358 | $7.9M |
| Verity Asset Management, Inc. | 2.43% | Reduce -3.3% | 318,231 | $7.4M |
| SFE Investment Counsel | 1.16% | Reduce -1.8% | 311,239 | $7.3M |
| Lido Advisors, LLC | 0.03% | Add +241.5% | 292,137 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.5% | 283,795 | $6.6M |
| Tower Research Capital LLC (TRC) | 0.18% | New | 277,502 | $6.5M |
| MML Investors Services, LLC | 0.02% | Add +10.1% | 271,484 | $6.4M |
| IHT Wealth Management, LLC | 0.16% | Add +14.2% | 269,734 | $6.3M |
| Rovin Capital /Ut/ | 1.60% | Add +12.3% | 247,282 | $5.8M |
| Intrua Financial, LLC | 0.63% | Reduce -2.1% | 231,027 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Add +33.1% | 221,376 | $5.2M |
| Old Second National Bank of Aurora | 1.02% | Add +0.9% | 212,565 | $5.0M |
| Oder Investment Management, LLC | 3.45% | Add +4.3% | 205,071 | $4.8M |
| Foundations Investment Advisors, LLC | 0.06% | Add +25.5% | 175,354 | $4.1M |
| Mgo One Seven LLC | 0.09% | Add +251.1% | 175,164 | $4.1M |
| Jones Financial Companies LLLP | 0.00% | Add +13.7% | 172,890 | $4.0M |
| HUB Investment Partners, LLC | 0.15% | Add +0.3% | 171,016 | $4.0M |
| Chatham Capital Group, Inc. | 0.57% | Add +888.5% | 168,050 | $3.9M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -0.1% | 167,677 | $3.9M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -5.9% | 167,217 | $3.9M |
| Prospera Financial Services Inc | 0.07% | Add +2.5% | 165,913 | $3.9M |
| Stablepoint Partners, LLC | 0.61% | Add +9.0% | 163,747 | $3.8M |
| Compound Planning, Inc. | 0.12% | Add +16.7% | 162,154 | $3.8M |
| 49 Wealth Management, LLC | 0.35% | Add +8.3% | 158,958 | $3.7M |
| RPg Family Wealth Advisory, LLC | 0.81% | Reduce -0.7% | 158,541 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Add +1.3% | 153,602 | $3.6M |
| River Street Advisors LLC | 1.29% | Reduce -19.8% | 142,382 | $3.3M |
| Evexia Wealth LLC | 0.94% | Add +5.9% | 134,937 | $3.2M |
| Howard Wealth Management, LLC | 1.34% | Add +25.5% | 124,928 | $2.9M |
| Citadel Advisors | 0.00% | Add +317.1% | 123,995 | $2.9M |
| Camelot Portfolios, LLC | 1.72% | Add +16.8% | 123,629 | $2.9M |
| Glass Jacobson Investment Advisors llc | 1.03% | Add +14.4% | 121,555 | $2.8M |
| Horizons Wealth Management | 1.85% | Add +2.2% | 115,289 | $2.7M |
| Accurate Wealth Management, LLC | 0.35% | New | 112,405 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +4.2% | 101,167 | $2.4M |
| Pacific Wealth Strategies Group, Inc. | 1.45% | Reduce -0.2% | 100,502 | $2.4M |
| Paradiem, LLC | 0.52% | No change | 94,964 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +8.3% | 94,947 | $2.2M |
| Northwest Bancshares, Inc. | 0.36% | Reduce -2.0% | 92,035 | $2.2M |
| Invesco Ltd. | 0.00% | Reduce -43.1% | 82,157 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.7% | 81,529 | $1.9M |
| TD Waterhouse Canada Inc. | 0.01% | Add +32.3% | 78,390 | $1.8M |
| AA Financial Advisors, LLC | 0.36% | Add +10.4% | 77,993 | $1.8M |
| S.E.E.D. Planning Group LLC | 0.52% | Add +4.3% | 75,933 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +20.9% | 75,746 | $1.8M |
| Strait & Sound Wealth Management LLC | 0.66% | Add +14.9% | 73,140 | $1.7M |
| Geneos Wealth Management Inc. | 0.04% | Add +16.4% | 66,793 | $1.6M |
| Vantage Point Financial LLC | 0.60% | Reduce -6.0% | 66,546 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +10.0% | 63,705 | $1.5M |
| Werba Rubin Papier Wealth Management | 0.23% | Add +0.2% | 61,825 | $1.4M |
| Segment Wealth Management, LLC | 0.08% | Reduce -1.6% | 56,502 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +26.3% | 55,962 | $1.3M |
| Altrius Capital Management Inc | 0.30% | Reduce -12.6% | 55,465 | $1.3M |
| Ledgewood Wealth Advisors, LLC | 0.76% | Add +0.2% | 54,605 | $1.3M |
| Allworth Financial LP | 0.01% | Add +0.4% | 52,987 | $1.2M |
| Sound Stewardship, LLC | 0.59% | Add +4.1% | 52,813 | $1.2M |
| Montis Financial, LLC | 0.28% | New | 52,429 | $1.2M |
| Old Mission Capital LLC | 0.04% | Reduce -8.3% | 51,032 | $1.2M |
| Key Financial Inc | 0.22% | Add +9.3% | 50,448 | $1.2M |
| Wealthspire Retirement, LLC | 0.07% | No change | 45,879 | $1.1M |
| Brown Advisory Inc. | 0.00% | No change | 45,180 | $1.1M |
| Ballew Advisors, Inc | 0.55% | No change | 42,049 | $985K |
| HB Wealth Management, LLC | 0.01% | Add +35.3% | 40,412 | $946K |
| Carnegie Investment Counsel | 0.02% | Reduce -22.2% | 38,615 | $904K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.5% | 36,710 | $860K |
| Equitable Holdings, Inc. | 0.01% | Reduce -9.3% | 34,104 | $798K |
| Capital Analysts, LLC | 0.02% | Reduce -16.0% | 33,940 | $794K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +10.6% | 32,782 | $767K |
| Wilkins Miller Wealth Management, LLC | 0.47% | Reduce -6.2% | 32,676 | $765K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -0.0% | 32,348 | $757K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +102.3% | 31,737 | $743K |
| Brookstone Capital Management | 0.01% | Add +21.0% | 31,645 | $741K |
| Flavin Financial Services, Inc. | 0.51% | New | 30,661 | $718K |
| Semitam Bonam LLC | 0.64% | New | 30,370 | $711K |
| Gradient Investments LLC | 0.01% | Reduce -9.4% | 30,012 | $702K |
"% of holder's portfolio" is BSJQ's weight in each manager's 13F, not the share of Invesco Bulletshares 2026 HY the manager owns.