Invesco Bulletshares 2026 HYBSJQETF
13F holders, Q4 2025 (December 31)197holders +15
19new positions
16sold out
2famous investors
$23.34avg. 13F price*
At the end of Q4 2025, 197 institutions reported holding Invesco Bulletshares 2026 HY (BSJQ) in their 13F filings, up 15 from Q3 2025. 19 opened new positions and 16 sold out. The largest holders were Mirador Capital Partners LP ($77.7M), LPL Financial LLC ($55.8M) and UBS Group AG ($55.2M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $22.5M |
| Exits | 16 | $14.7M |
All 13F filers, Q3 2025 → Q4 2025: 2,639,210 shares bought and 3,152,402 shares sold, net −513,192 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 197 holders
| Mirador Capital Partners LP | 10.65% | Add +9.7% | 3,330,117 | $77.7M |
| LPL Financial LLC | 0.02% | Add +9.9% | 2,389,972 | $55.8M |
| UBS Group AG | 0.01% | Reduce -1.7% | 2,365,051 | $55.2M |
| Morgan Stanley | 0.00% | Reduce -1.3% | 1,549,518 | $36.2M |
| Cetera Investment Advisers | 0.03% | Reduce -23.3% | 1,198,512 | $28.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -17.2% | 1,116,321 | $26.1M |
| Wells Fargo & Company | 0.00% | Reduce -4.2% | 1,033,370 | $24.1M |
| Delta Investment Management, LLC | 4.02% | Reduce -2.6% | 992,580 | $23.2M |
| Jaffetilchin Investment Partners, LLC | 1.24% | Add +1.9% | 906,565 | $21.2M |
| Collective Family Office LLC | 3.94% | Add +8.7% | 735,538 | $17.2M |
| Ashton Thomas Private Wealth, LLC | 0.41% | Add +0.1% | 715,471 | $16.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.3% | 669,888 | $15.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.11% | Add +5.7% | 539,160 | $12.6M |
| Larson Financial Group LLC | 0.40% | Reduce -5.5% | 517,592 | $12.1M |
| Atria Investments, Inc | 0.13% | Add +16.6% | 497,895 | $11.6M |
| Mariner, LLC | 0.01% | Add +7.7% | 461,927 | $10.8M |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 447,508 | $10.4M |
| Cornerstone Planning, LLC | 2.37% | — | 436,296 | $10.2M |
| Mercer Global Advisors Inc. | 0.02% | Add +6.3% | 435,713 | $10.2M |
| Advisory Alpha, LLC | 0.27% | Reduce -0.2% | 428,950 | $10.0M |
| Ironwood Financial, llc | 1.69% | Reduce -9.6% | 426,770 | $10.0M |
| United Capital Financial Advisors, LLC | 0.06% | Add +16.1% | 408,944 | $9.5M |
| Parkway Wealth Management Group, LLC | 1.21% | — | 387,381 | $9.0M |
| Leo Wealth, LLC | 0.62% | New | 363,358 | $8.5M |
| Lido Advisors, LLC | 0.03% | Add +20.7% | 352,683 | $8.2M |
| Avior Wealth Management, LLC | 0.26% | Add +0.3% | 351,032 | $8.2M |
| IHT Wealth Management, LLC | 0.20% | Add +27.6% | 344,061 | $8.0M |
| Legacy Financial Group LLC | 0.96% | Reduce -54.3% | 335,035 | $7.8M |
| Verity Asset Management, Inc. | 3.09% | Reduce -3.1% | 308,433 | $7.2M |
| MML Investors Services, LLC | 0.02% | Add +11.5% | 302,627 | $7.1M |
| SFE Investment Counsel | 1.09% | Reduce -3.4% | 300,632 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.4% | 299,198 | $7.0M |
| Cwm, LLC | 0.02% | Reduce -29.6% | 298,271 | $7.0M |
| Banta Asset Management LP | 6.26% | — | 293,985 | $6.9M |
| Ameriprise Financial Inc. | 0.00% | Add +26.1% | 279,064 | $6.5M |
| Ark Wealth Advisors LLC | 6.96% | — | 277,039 | $6.5M |
| Old Second National Bank of Aurora | 1.08% | Add +9.1% | 231,893 | $5.4M |
| Rovin Capital /Ut/ | 1.33% | Reduce -12.9% | 215,408 | $5.0M |
| Oder Investment Management, LLC | 3.45% | Reduce -0.6% | 203,835 | $4.8M |
| Intrua Financial, LLC | 0.52% | Reduce -13.0% | 201,095 | $4.7M |
| Mgo One Seven LLC | 0.10% | Add +14.0% | 199,664 | $4.7M |
| Jones Financial Companies LLLP | 0.00% | Add +11.4% | 192,645 | $4.5M |
| Foundations Investment Advisors, LLC | 0.06% | Add +3.1% | 180,803 | $4.2M |
| Stablepoint Partners, LLC | 0.66% | Add +10.1% | 180,256 | $4.2M |
| Howard Wealth Management, LLC | 1.82% | Add +42.6% | 178,097 | $4.2M |
| Chatham Capital Group, Inc. | 0.59% | Add +5.5% | 177,299 | $4.1M |
| Stifel Financial Corp. | 0.00% | Add +70.5% | 172,510 | $4.0M |
| Prospera Financial Services Inc | 0.07% | Add +2.4% | 169,882 | $4.0M |
| Focus Partners Wealth | 0.00% | New | 169,490 | $4.0M |
| Milestone Asset Management, LLC | 0.74% | New | 168,676 | $3.9M |
| 49 Wealth Management, LLC | 0.32% | Add +4.6% | 166,212 | $3.9M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -4.9% | 159,079 | $3.7M |
| RPg Family Wealth Advisory, LLC | 0.80% | Reduce -2.1% | 155,245 | $3.6M |
| HB Wealth Management, LLC | 0.02% | Add +279.8% | 153,494 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.0% | 150,472 | $3.5M |
| Accurate Wealth Management, LLC | 0.41% | Add +22.3% | 137,514 | $3.2M |
| Glass Jacobson Investment Advisors llc | 1.15% | Add +12.7% | 136,955 | $3.2M |
| River Street Advisors LLC | 1.16% | Reduce -6.6% | 132,921 | $3.1M |
| Pacific Wealth Strategies Group, Inc. | 1.66% | Add +24.9% | 125,580 | $2.9M |
| Beto Financial Group, LLC | 1.98% | — | 125,896 | $2.9M |
| HUB Investment Partners, LLC | 0.08% | Reduce -26.7% | 125,392 | $2.9M |
| Horizons Wealth Management | 1.87% | Add +4.5% | 120,490 | $2.8M |
| Camelot Portfolios, LLC | 1.54% | Reduce -13.7% | 106,704 | $2.5M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 1.22% | — | 99,693 | $2.3M |
| Paradiem, LLC | 0.53% | No change | 94,964 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -1.0% | 94,009 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | New | 92,918 | $2.2M |
| Northwest Bancshares, Inc. | 0.41% | Reduce -1.3% | 90,831 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.8% | 87,901 | $2.1M |
| Strait & Sound Wealth Management LLC | 0.74% | Add +17.1% | 85,679 | $2.0M |
| AA Financial Advisors, LLC | 0.37% | Add +9.5% | 85,397 | $2.0M |
| Invesco Ltd. | 0.00% | Add +0.6% | 82,636 | $1.9M |
| Old Mission Capital LLC | 0.07% | Add +58.6% | 80,947 | $1.9M |
| Independent Wealth Advisors LLC | 1.95% | — | 80,156 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +1.5% | 76,888 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +14.4% | 72,910 | $1.7M |
| S.E.E.D. Planning Group LLC | 0.48% | Reduce -5.2% | 71,999 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -82.9% | 69,661 | $1.6M |
| Geneos Wealth Management Inc. | 0.04% | Add +1.6% | 67,858 | $1.6M |
| Vantage Point Financial LLC | 0.53% | Reduce -4.0% | 63,866 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -20.4% | 62,369 | $1.5M |
| Werba Rubin Papier Wealth Management | 0.39% | Add +0.3% | 61,989 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.1% | 60,518 | $1.4M |
| Montis Financial, LLC | 0.27% | Add +12.0% | 58,733 | $1.4M |
| Key Financial Inc | 0.25% | Add +16.1% | 58,568 | $1.4M |
| Sound Stewardship, LLC | 0.63% | Add +6.6% | 56,306 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -54.9% | 55,940 | $1.3M |
| Segment Wealth Management, LLC | 0.07% | Reduce -2.6% | 55,010 | $1.3M |
| Ledgewood Wealth Advisors, LLC | 0.74% | Add +0.2% | 54,719 | $1.3M |
| Altrius Capital Management Inc | 0.26% | Reduce -4.5% | 52,955 | $1.2M |
| Evexia Wealth LLC | 0.34% | Reduce -61.1% | 52,457 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -1.1% | 52,384 | $1.2M |
| Wealthspire Retirement, LLC | 0.07% | Add +2.5% | 47,031 | $1.1M |
| Brown Advisory Inc. | 0.00% | No change | 45,180 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -83.9% | 44,716 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.5% | 43,504 | $1.0M |
| Kovack Advisors, Inc. | 0.05% | New | 43,004 | $1.0M |
| Ballew Advisors, Inc | 0.55% | No change | 42,049 | $982K |
| Brookstone Capital Management | 0.01% | Add +21.2% | 38,344 | $895K |
| Wagner Wealth Management, Corp | 0.82% | — | 35,584 | $831K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +41.6% | 34,749 | $811K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +7.1% | 35,116 | $805K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +2.8% | 33,242 | $776K |
| Semitam Bonam LLC | 0.64% | Add +7.8% | 32,752 | $764K |
| IRON Financial LLC | 0.34% | Add +23.5% | 31,906 | $745K |
| BXM Wealth LLC | 0.57% | Add +91.1% | 31,686 | $740K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.2% | 31,052 | $725K |
| Capital Analysts, LLC | 0.02% | Reduce -10.8% | 30,287 | $707K |
| Axim Planning & Wealth | 0.74% | Add +15.2% | 29,897 | $698K |
| Livet Wealth, LLC | 0.42% | — | 29,407 | $686K |
| Wilkins Miller Wealth Management, LLC | 0.41% | Reduce -10.2% | 29,351 | $685K |
| Independent Financial Group, LLC | 0.01% | Add +89.7% | 28,170 | $657K |
| Cloud Capital Management, LLC | 0.29% | New | 26,496 | $618K |
| Net Worth Advisory Group | 0.12% | Add +47.3% | 25,991 | $607K |
| Meriwether Wealth & Planning, LLC | 0.33% | Add +0.1% | 25,427 | $593K |
| Voisard Asset Management Group, Inc. | 0.13% | Add +20.3% | 25,152 | $587K |
| SkyView Investment Advisors, LLC | 0.07% | No change | 25,000 | $584K |
| Gradient Investments LLC | 0.01% | Reduce -17.5% | 24,773 | $578K |
| Atlantic Union Bankshares Corp | 0.01% | Add +9.6% | 24,636 | $575K |
| Private Advisory Group LLC | 0.04% | Reduce -0.6% | 24,308 | $567K |
| Equitable Holdings, Inc. | 0.00% | Reduce -28.8% | 24,292 | $567K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -2.8% | 23,377 | $546K |
| BCS Wealth Management | 0.05% | Add +117.6% | 22,932 | $535K |
| FF Advisors,LLC | 0.23% | No change | 22,250 | $519K |
| 4Thought Financial Group Inc. | 0.26% | Add +5.8% | 22,154 | $517K |
| Flavin Financial Services, Inc. | 0.35% | Reduce -29.2% | 21,714 | $507K |
| Shufro Rose & Co. LLC | 0.03% | Add +4.9% | 21,500 | $502K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 20,923 | $488K |
| Quad-Cities Investment Group, LLC | 0.19% | Add +31.7% | 20,172 | $471K |
| Captrust Financial Advisors | 0.00% | Add +4.5% | 19,862 | $464K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.8% | 19,665 | $459K |
| Koss-Olinger Consulting, LLC | 0.04% | Add +16.4% | 19,431 | $454K |
| VestGen Advisors, LLC | 0.02% | Reduce -36.4% | 18,723 | $437K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -11.7% | 18,637 | $435K |
| OneAscent Financial Services LLC | 0.04% | New | 18,185 | $424K |
| CRA Financial Services, LLC | 0.06% | Add +13.4% | 18,151 | $424K |
| Valtinson Bruner Financial Planning LLC | 0.12% | Reduce -1.2% | 17,902 | $418K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -21.2% | 17,578 | $410K |
| Comerica Bank | 0.00% | No change | 16,809 | $392K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +4.6% | 16,025 | $374K |
| Modern Wealth Management, LLC | 0.01% | Add +0.1% | 15,503 | $362K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -0.3% | 13,818 | $323K |
| Moneco Advisors, LLC | 0.03% | Add +2.6% | 13,635 | $318K |
| Tassel Capital Management, Inc. | 0.19% | Add +32.2% | 13,547 | $316K |
| Stephens Inc. | 0.00% | Reduce -1.2% | 13,479 | $315K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -2.5% | 13,272 | $310K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 13,013 | $304K |
| Insight Wealth Partners, LLC | 0.12% | Reduce -48.4% | 12,786 | $298K |
| Rothschild Wealth LLC | 0.03% | New | 12,475 | $291K |
| WESPAC Advisors, LLC | 0.15% | Reduce -2.7% | 12,190 | $285K |
| Compound Planning, Inc. | 0.01% | Reduce -92.5% | 12,189 | $284K |
| Claro Advisors Inc. | 0.04% | Add +27.4% | 11,597 | $271K |
| Horizon Financial Services, LLC | 0.12% | Add +30.9% | 11,425 | $267K |
| Carnegie Investment Counsel | 0.00% | Reduce -71.6% | 10,965 | $256K |
| Nalls Sherbakoff Group, LLC | 0.18% | Reduce -11.9% | 10,834 | $253K |
| Creative Planning | 0.00% | New | 9,836 | $230K |
| Wealth Quarterback LLC | 0.08% | New | 9,721 | $227K |
| AQR Capital Management | 0.00% | Reduce -1.6% | 9,446 | $220K |
| Meridian Financial Advisors, LLC | 0.12% | Reduce -2.6% | 9,219 | $215K |
| Waverly Advisors, LLC | 0.00% | Add +4.3% | 9,143 | $213K |
| Insigneo Advisory Services, LLC | 0.02% | New | 9,000 | $210K |
| Private Trust Co. NA | 0.02% | Reduce -9.4% | 8,804 | $205K |
| Tennessee Valley Asset Management Partners | 0.03% | New | 8,655 | $202K |
| Mutual Advisors, LLC | 0.00% | Reduce -10.2% | 8,616 | $201K |
| Farnam Financial LLC | 0.15% | New | 8,582 | $200K |
| Keating Financial Advisory Services, Inc. | 0.02% | — | 7,450 | $174K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 6,402 | $149K |
| BlackRock, Inc. | 0.00% | Add +44.2% | 5,096 | $119K |
| Global Retirement Partners, LLC | 0.00% | Add +70.3% | 4,762 | $111K |
| Asset Dedication, LLC | 0.01% | No change | 3,950 | $92K |
| CoreCap Advisors, LLC | 0.00% | Reduce -60.8% | 3,819 | $89K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -17.0% | 3,604 | $84K |
| FMR LLC | 0.00% | Add +1999.2% | 2,687 | $63K |
| Alerus Financial NA | 0.00% | No change | 2,570 | $60K |
| Ashton Thomas Securities, LLC | 0.01% | Reduce -67.5% | 2,359 | $55K |
| CX Institutional | 0.00% | Add +1.9% | 2,014 | $47K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.1% | 1,999 | $47K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 1,783 | $42K |
| WFA of San Diego, LLC | 0.03% | Reduce -8.2% | 1,780 | $42K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,710 | $40K |
| Triumph Capital Management | 0.01% | New | 1,447 | $34K |
| GAMMA Investing LLC | 0.00% | Add +8.7% | 1,402 | $33K |
| Sarver Vrooman Wealth Advisors | 0.02% | No change | 1,227 | $29K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 645 | $15K |
| RHL Group, LLC | 0.01% | — | 640 | $15K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.4% | 499 | $12K |
| Harbour Investments, Inc. | 0.00% | New | 426 | $10K |
| Arax Advisory Partners | 0.00% | New | 421 | $10K |
| Anchor Investment Management, LLC | 0.00% | No change | 400 | $9K |
| Purpose Unlimited Inc. | 0.00% | — | 400 | $9K |
| Aspect Partners, LLC | 0.00% | No change | 273 | $6K |
| International Assets Investment Management, LLC | 0.00% | New | 200 | $5K |
| AE Wealth Management LLC | 0.00% | Reduce -24.0% | 184 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 129 | $3K |
| Independence Bank of Kentucky | 0.00% | No change | 101 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.3% | 90 | $2K |
| Friedenthal Financial | 0.00% | Reduce -99.7% | 20 | $467 |
"% of holder's portfolio" is BSJQ's weight in each manager's 13F, not the share of Invesco Bulletshares 2026 HY the manager owns.