Invesco Bulletshares 2026 HYBSJQETF
13F holders, Q1 2026 (March 31)197holders
22new positions
22sold out
2famous investors
$23.12avg. 13F price*
At the end of Q1 2026, 197 institutions reported holding Invesco Bulletshares 2026 HY (BSJQ) in their 13F filings, unchanged from Q4 2025. 22 opened new positions and 22 sold out. The largest holders were Mirador Capital Partners LP ($74.7M), UBS Group AG ($55.8M) and LPL Financial LLC ($54.5M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $22.2M |
| Exits | 22 | $33.5M |
All 13F filers, Q4 2025 → Q1 2026: 2,612,527 shares bought and 4,850,316 shares sold, net −2,237,789 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 197 holders
| Mirador Capital Partners LP | 10.59% | Reduce -3.1% | 3,225,071 | $74.7M |
| UBS Group AG | 0.01% | Add +1.7% | 2,405,897 | $55.8M |
| LPL Financial LLC | 0.01% | Reduce -1.6% | 2,351,333 | $54.5M |
| Morgan Stanley | 0.00% | Reduce -5.5% | 1,463,565 | $33.9M |
| Cetera Investment Advisers | 0.03% | Add +4.9% | 1,256,808 | $29.1M |
| Wells Fargo & Company | 0.00% | Add +2.1% | 1,055,616 | $24.5M |
| Delta Investment Management, LLC | 4.31% | Add +4.7% | 1,039,243 | $24.1M |
| Jaffetilchin Investment Partners, LLC | 1.41% | Add +12.7% | 1,021,704 | $23.7M |
| Collective Family Office LLC | 3.96% | Add +3.2% | 759,334 | $17.6M |
| Osaic Holdings, Inc. | 0.03% | Add +12.3% | 752,293 | $17.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +43.1% | 623,416 | $14.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.11% | Add +1.6% | 547,860 | $12.7M |
| Advisory Alpha, LLC | 0.30% | Add +10.4% | 473,691 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +551.7% | 453,955 | $10.5M |
| Larson Financial Group LLC | 0.33% | Reduce -14.0% | 445,230 | $10.3M |
| Parkway Wealth Management Group, LLC | 1.29% | Add +13.2% | 438,485 | $10.2M |
| Cornerstone Planning, LLC | 2.21% | Reduce -3.2% | 422,338 | $9.8M |
| Matthew Goff Investment Advisor, LLC | 1.58% | New | 486,104 | $9.5M |
| Ironwood Financial, llc | 1.62% | Reduce -6.4% | 399,427 | $9.3M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -3.6% | 394,158 | $9.1M |
| Ameriprise Financial Inc. | 0.00% | Add +34.6% | 375,681 | $8.7M |
| Leo Wealth, LLC | 0.62% | Add +1.8% | 369,699 | $8.6M |
| IHT Wealth Management, LLC | 0.19% | Add +4.8% | 360,465 | $8.4M |
| Avior Wealth Management, LLC | 0.24% | Add +2.2% | 358,722 | $8.3M |
| Lido Advisors, LLC | 0.03% | Reduce -0.8% | 350,008 | $8.1M |
| Ashton Thomas Private Wealth, LLC | 0.19% | Reduce -52.2% | 341,778 | $7.9M |
| Verity Asset Management, Inc. | 3.24% | Add +7.9% | 332,780 | $7.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -72.3% | 309,441 | $7.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.9% | 290,494 | $6.7M |
| MML Investors Services, LLC | 0.02% | Reduce -6.8% | 282,000 | $6.5M |
| SFE Investment Counsel | 0.99% | Reduce -10.9% | 267,933 | $6.2M |
| Legacy Financial Group LLC | 0.78% | Reduce -20.3% | 266,906 | $6.2M |
| Cwm, LLC | 0.02% | Reduce -10.6% | 266,522 | $6.2M |
| Ark Wealth Advisors LLC | 5.20% | Reduce -18.3% | 226,372 | $5.2M |
| Banta Asset Management LP | 5.18% | Reduce -24.4% | 222,218 | $5.1M |
| Mgo One Seven LLC | 0.10% | Add +5.0% | 209,683 | $4.9M |
| Milestone Asset Management, LLC | 0.88% | Add +22.2% | 206,116 | $4.8M |
| Oder Investment Management, LLC | 3.60% | Reduce -0.8% | 202,241 | $4.7M |
| Jones Financial Companies LLLP | 0.00% | Add +4.1% | 200,603 | $4.6M |
| Howard Wealth Management, LLC | 1.86% | Add +7.3% | 191,104 | $4.4M |
| Foundations Investment Advisors, LLC | 0.05% | Add +5.4% | 190,491 | $4.4M |
| Intrua Financial, LLC | 0.43% | Reduce -13.9% | 173,100 | $4.0M |
| Stifel Financial Corp. | 0.00% | Reduce -3.6% | 166,241 | $3.9M |
| Sidoxia Capital Management, LLC | 3.26% | — | 162,799 | $3.8M |
| RPg Family Wealth Advisory, LLC | 0.77% | Add +3.0% | 159,860 | $3.7M |
| Bank of America Corp. | 0.00% | Reduce -64.8% | 157,667 | $3.7M |
| Prospera Financial Services Inc | 0.06% | Reduce -7.3% | 157,394 | $3.6M |
| HB Wealth Management, LLC | 0.02% | Add +1.3% | 155,423 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Add +1.3% | 152,380 | $3.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +63.9% | 144,033 | $3.3M |
| Glass Jacobson Investment Advisors llc | 1.14% | Add +4.5% | 143,152 | $3.3M |
| Jane Street Group, LLC | 0.00% | New | 139,197 | $3.2M |
| Altium Investment Strategies LLC | 9.39% | — | 137,419 | $3.2M |
| Accurate Wealth Management, LLC | 0.38% | Reduce -0.1% | 137,419 | $3.2M |
| Pacific Wealth Strategies Group, Inc. | 1.93% | Add +6.2% | 133,383 | $3.1M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -16.7% | 132,545 | $3.1M |
| Horizons Wealth Management | 1.84% | Reduce -0.9% | 119,356 | $2.8M |
| Independent Advisor Alliance | 0.03% | New | 115,061 | $2.7M |
| TFR Capital, LLC. | 0.76% | New | 107,071 | $2.5M |
| Invesco Ltd. | 0.00% | Add +28.0% | 105,792 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +11.3% | 103,450 | $2.4M |
| Strait & Sound Wealth Management LLC | 0.83% | Add +9.7% | 93,983 | $2.2M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 1.14% | Reduce -6.0% | 93,723 | $2.2M |
| Camelot Portfolios, LLC | 1.58% | Reduce -14.8% | 90,955 | $2.1M |
| Northwest Bancshares, Inc. | 0.40% | Reduce -3.8% | 87,383 | $2.0M |
| Independent Wealth Advisors LLC | 1.99% | Add +8.9% | 87,332 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -7.6% | 86,862 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +39.2% | 84,265 | $2.0M |
| AA Financial Advisors, LLC | 0.27% | Reduce -2.6% | 83,178 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +7.9% | 82,996 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +83.8% | 82,192 | $1.9M |
| Paradiem, LLC | 0.40% | Reduce -18.1% | 77,756 | $1.8M |
| S.E.E.D. Planning Group LLC | 0.49% | Add +1.6% | 73,172 | $1.7M |
| HUB Investment Partners, LLC | 0.04% | Reduce -41.9% | 72,829 | $1.7M |
| Beto Financial Group, LLC | 0.97% | Reduce -43.5% | 71,185 | $1.7M |
| Ledgewood Wealth Advisors, LLC | 0.90% | Add +25.7% | 68,760 | $1.6M |
| Key Financial Inc | 0.27% | Add +10.0% | 64,423 | $1.5M |
| Werba Rubin Papier Wealth Management | 0.20% | Add +0.3% | 62,149 | $1.4M |
| Evexia Wealth LLC | 0.39% | Add +17.8% | 61,773 | $1.4M |
| Vantage Point Financial LLC | 0.50% | Reduce -3.4% | 61,696 | $1.4M |
| Montis Financial, LLC | 0.29% | Add +3.5% | 60,814 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -13.8% | 58,529 | $1.4M |
| Sound Stewardship, LLC | 0.62% | Add +3.0% | 58,022 | $1.3M |
| Kovack Advisors, Inc. | 0.07% | Add +25.1% | 53,780 | $1.2M |
| Allworth Financial LP | 0.00% | No change | 52,384 | $1.2M |
| Altrius Capital Management Inc | 0.24% | Reduce -1.7% | 52,041 | $1.2M |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -21.9% | 48,700 | $1.1M |
| Stablepoint Partners, LLC | 0.17% | Reduce -73.3% | 48,173 | $1.1M |
| Wealthspire Retirement, LLC | 0.07% | Add +1.2% | 47,581 | $1.1M |
| Brown Advisory Inc. | 0.00% | No change | 45,180 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +12.8% | 43,252 | $1.0M |
| Ballew Advisors, Inc | 0.55% | No change | 42,049 | $977K |
| Bank of Montreal | 0.00% | New | 41,161 | $954K |
| Wagner Wealth Management, Corp | 0.81% | Add +9.3% | 38,912 | $902K |
| Semitam Bonam LLC | 0.69% | Add +11.2% | 36,432 | $844K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +0.1% | 34,765 | $806K |
| BXM Wealth LLC | 0.60% | Add +6.9% | 33,881 | $785K |
| Global Assets Advisory, LLC | 0.21% | New | 31,546 | $731K |
| Axim Planning & Wealth | 0.86% | Add +2.2% | 30,566 | $708K |
| Capital Analysts, LLC | 0.02% | Add +0.2% | 30,359 | $704K |
| Wealth Advisory Solutions, LLC | 0.16% | New | 30,062 | $697K |
| Livet Wealth, LLC | 0.44% | Add +2.2% | 30,047 | $696K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -12.1% | 29,230 | $677K |
| Avidian Wealth Enterprises, LLC | 0.02% | New | 28,916 | $670K |
| Citadel Advisors | 0.00% | Reduce -50.5% | 27,693 | $642K |
| Meriwether Wealth & Planning, LLC | 0.32% | Reduce -0.7% | 25,239 | $585K |
| Net Worth Advisory Group | 0.12% | Reduce -3.1% | 25,175 | $583K |
| Private Advisory Group LLC | 0.04% | Add +2.9% | 25,017 | $580K |
| Wilkins Miller Wealth Management, LLC | 0.35% | Reduce -14.8% | 24,992 | $579K |
| Independent Financial Group, LLC | 0.01% | Reduce -12.2% | 24,722 | $573K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -6.1% | 23,136 | $536K |
| Old Mission Capital LLC | 0.01% | Reduce -71.6% | 22,962 | $532K |
| IRON Financial LLC | 0.23% | Reduce -29.5% | 22,508 | $522K |
| Captrust Financial Advisors | 0.00% | Add +13.0% | 22,447 | $520K |
| Koss-Olinger Consulting, LLC | 0.04% | Add +15.1% | 22,357 | $518K |
| 4Thought Financial Group Inc. | 0.25% | Reduce -0.4% | 22,062 | $511K |
| FF Advisors,LLC | 0.20% | Reduce -2.0% | 21,800 | $505K |
| Gradient Investments LLC | 0.01% | Reduce -12.2% | 21,742 | $504K |
| Flavin Financial Services, Inc. | 0.34% | No change | 21,714 | $503K |
| Voisard Asset Management Group, Inc. | 0.11% | Reduce -14.0% | 21,636 | $501K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -50.3% | 21,612 | $501K |
| Shufro Rose & Co. LLC | 0.03% | No change | 21,500 | $498K |
| CRA Financial Services, LLC | 0.06% | Add +13.2% | 20,553 | $476K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -2.0% | 20,505 | $475K |
| Quad-Cities Investment Group, LLC | 0.19% | Add +0.8% | 20,328 | $471K |
| AlphaStar Capital Management, LLC | 0.03% | Add +2.7% | 19,140 | $444K |
| StoneX Group Inc. | 0.02% | New | 18,310 | $424K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.6% | 16,762 | $388K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +1.2% | 16,211 | $376K |
| VestGen Advisors, LLC | 0.01% | Reduce -13.7% | 16,152 | $374K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -19.8% | 15,773 | $366K |
| OneAscent Financial Services LLC | 0.02% | Reduce -14.6% | 15,537 | $360K |
| Modern Wealth Management, LLC | 0.01% | Add +0.1% | 15,510 | $359K |
| Alerus Financial NA | 0.02% | Add +500.3% | 15,428 | $358K |
| Valtinson Bruner Financial Planning LLC | 0.09% | Reduce -18.0% | 14,674 | $340K |
| Equitable Holdings, Inc. | 0.00% | Reduce -41.0% | 14,342 | $335K |
| Tassel Capital Management, Inc. | 0.18% | Add +3.1% | 13,964 | $324K |
| HRT Financial LP | 0.00% | New | 13,432 | $311K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 13,013 | $302K |
| Moneco Advisors, LLC | 0.02% | Reduce -4.9% | 12,972 | $301K |
| Insight Wealth Partners, LLC | 0.12% | No change | 12,786 | $296K |
| BCS Wealth Management | 0.06% | Reduce -45.3% | 12,541 | $291K |
| Rothschild Wealth LLC | 0.03% | No change | 12,475 | $289K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -12.8% | 12,054 | $279K |
| Mariner, LLC | 0.00% | Reduce -97.4% | 11,832 | $274K |
| Horizon Financial Services, LLC | 0.12% | No change | 11,425 | $265K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -64.2% | 11,121 | $258K |
| Wealth Quarterback LLC | 0.10% | Add +13.5% | 11,035 | $256K |
| Stephens Inc. | 0.00% | Reduce -20.7% | 10,684 | $248K |
| WESPAC Advisors, LLC | 0.13% | Reduce -13.4% | 10,557 | $245K |
| Claro Advisors Inc. | 0.03% | Reduce -10.3% | 10,407 | $241K |
| Nalls Sherbakoff Group, LLC | 0.18% | Reduce -4.0% | 10,398 | $241K |
| Carnegie Investment Counsel | 0.00% | Reduce -9.1% | 9,965 | $231K |
| AQR Capital Management | 0.00% | No change | 9,446 | $219K |
| Waverly Advisors, LLC | 0.00% | Add +1.2% | 9,254 | $214K |
| Meridian Financial Advisors, LLC | 0.11% | Reduce -1.9% | 9,039 | $209K |
| Insigneo Advisory Services, LLC | 0.01% | No change | 9,000 | $209K |
| Keating Financial Advisory Services, Inc. | 0.03% | Add +0.1% | 7,456 | $173K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 6,402 | $148K |
| JPMorgan Chase & Co. | 0.00% | New | 6,208 | $143K |
| Private Trust Co. NA | 0.01% | Reduce -31.1% | 6,063 | $141K |
| Asset Dedication, LLC | 0.01% | Add +21.7% | 4,807 | $111K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.5% | 3,875 | $90K |
| CoreCap Advisors, LLC | 0.00% | No change | 3,819 | $89K |
| Intentional Wealth Strategies, LLC | 0.07% | — | 3,386 | $78K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 3,250 | $75K |
| BlackRock, Inc. | 0.00% | Reduce -37.8% | 3,172 | $74K |
| IFP Advisors, Inc | 0.00% | New | 3,163 | $73K |
| Gen-Wealth Partners Inc | 0.02% | New | 3,014 | $70K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 2,359 | $55K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 2,232 | $52K |
| United Community Bank | 0.02% | New | 2,200 | $51K |
| IFG Advisory, LLC | 0.14% | New | 2,077 | $48K |
| CX Institutional | 0.00% | Add +1.4% | 2,042 | $47K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 1,783 | $41K |
| WFA of San Diego, LLC | 0.03% | Reduce -12.1% | 1,565 | $36K |
| Fifth Third Bancorp | 0.00% | New | 1,470 | $34K |
| Sarver Vrooman Wealth Advisors | 0.02% | No change | 1,227 | $28K |
| Old Second National Bank of Aurora | 0.00% | Reduce -99.6% | 958 | $22K |
| RHL Group, LLC | 0.01% | No change | 640 | $15K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.4% | 506 | $12K |
| Advisory Services Network, LLC | 0.00% | New | 428 | $10K |
| Harbour Investments, Inc. | 0.00% | No change | 426 | $10K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 403 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -79.8% | 403 | $9K |
| Anchor Investment Management, LLC | 0.00% | No change | 400 | $9K |
| Aspect Partners, LLC | 0.00% | No change | 273 | $6K |
| International Assets Investment Management, LLC | 0.00% | No change | 200 | $5K |
| AE Wealth Management LLC | 0.00% | No change | 184 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 129 | $3K |
| Community Financial Services Group, LLC | 0.00% | New | 125 | $3K |
| Independence Bank of Kentucky | 0.00% | No change | 101 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.1% | 91 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 50 | $1K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -99.8% | 26 | $603 |
| FMR LLC | 0.00% | Reduce -99.5% | 12 | $281 |
| Friedenthal Financial | 0.00% | Reduce -65.0% | 7 | $163 |
"% of holder's portfolio" is BSJQ's weight in each manager's 13F, not the share of Invesco Bulletshares 2026 HY the manager owns.