Invesco Bulletshares 2027 HYBSJRETF
13F holders, Q3 2025 (September 30)140holders +5
15new positions
8sold out
1famous investor
$22.74avg. 13F price*
At the end of Q3 2025, 140 institutions reported holding Invesco Bulletshares 2027 HY (BSJR) in their 13F filings, up 5 from Q2 2025. 15 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($32.9M), Mirador Capital Partners LP ($30.6M) and Morgan Stanley ($24.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bulletshares 2027 HY
- CUSIP
- 46138J585
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $44.9M |
| Exits | 8 | $2.9M |
All 13F filers, Q2 2025 → Q3 2025: 3,873,112 shares bought and 494,302 shares sold, net +3,378,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 140 holders
| LPL Financial LLC | 0.01% | Add +32.8% | 1,446,040 | $32.9M |
| Mirador Capital Partners LP | 4.34% | New | 1,347,468 | $30.6M |
| Morgan Stanley | 0.00% | Add +3.9% | 1,070,817 | $24.4M |
| Wells Fargo & Company | 0.00% | Add +8.7% | 1,008,374 | $22.9M |
| Cetera Investment Advisers | 0.02% | Add +4.8% | 795,652 | $18.1M |
| Raymond James Financial Inc. | 0.01% | Add +12.2% | 744,972 | $16.9M |
| Larson Financial Group LLC | 0.54% | Add +73.0% | 670,294 | $15.2M |
| UBS Group AG | 0.00% | Add +56.1% | 538,156 | $12.2M |
| Ashton Thomas Private Wealth, LLC | 0.29% | Add +6.4% | 486,283 | $11.1M |
| Captrust Financial Advisors | 0.02% | Add +29.1% | 446,385 | $10.2M |
| Mercer Global Advisors Inc. | 0.02% | Add +30.7% | 434,426 | $9.9M |
| Ironwood Financial, llc | 1.52% | Add +5.6% | 377,687 | $8.6M |
| Advisory Alpha, LLC | 0.22% | Add +5.4% | 353,196 | $8.0M |
| SFE Investment Counsel | 1.25% | Add +3.2% | 345,299 | $7.9M |
| Intrua Financial, LLC | 0.83% | Add +7.4% | 311,162 | $7.1M |
| Rovin Capital /Ut/ | 1.95% | Add +9.4% | 310,111 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Add +26.9% | 293,807 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.7% | 259,260 | $5.9M |
| Modern Wealth Management, LLC | 0.11% | Add +7.0% | 239,064 | $5.4M |
| Collective Family Office LLC | 1.18% | Add +6.4% | 215,386 | $4.9M |
| Oder Investment Management, LLC | 2.69% | Add +6.9% | 165,008 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Add +3.5% | 158,503 | $3.6M |
| Bank of America Corp. | 0.00% | Add +14.3% | 156,596 | $3.6M |
| Evexia Wealth LLC | 1.06% | Add +5.1% | 155,747 | $3.5M |
| Jones Financial Companies LLLP | 0.00% | Add +6.3% | 149,971 | $3.4M |
| Prospera Financial Services Inc | 0.06% | Add +2.6% | 143,779 | $3.3M |
| Invesco Ltd. | 0.00% | Reduce -2.8% | 130,237 | $3.0M |
| Tower Research Capital LLC (TRC) | 0.08% | New | 128,415 | $2.9M |
| Howard Wealth Management, LLC | 1.26% | Add +21.3% | 120,596 | $2.7M |
| GPM Growth Investors, Inc. | 1.05% | Reduce -1.8% | 120,224 | $2.7M |
| Atria Investments, Inc | 0.03% | New | 116,740 | $2.7M |
| Mariner, LLC | 0.00% | New | 116,625 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +2.5% | 105,043 | $2.4M |
| Bright Futures Wealth Management, LLC. | 1.85% | — | 103,361 | $2.4M |
| Paradiem, LLC | 0.52% | No change | 97,847 | $2.2M |
| Cwm, LLC | 0.01% | Add +1.4% | 94,859 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +13.1% | 92,408 | $2.1M |
| Compound Planning, Inc. | 0.07% | Add +28.3% | 90,382 | $2.1M |
| HUB Investment Partners, LLC | 0.07% | Add +1.5% | 86,406 | $2.0M |
| Horizons Wealth Management | 1.31% | Add +531.4% | 84,228 | $1.9M |
| S.E.E.D. Planning Group LLC | 0.54% | Add +4.3% | 80,845 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.5% | 79,057 | $1.8M |
| Glass Jacobson Investment Advisors llc | 0.65% | Add +47.9% | 78,984 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +11.6% | 76,861 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +21.2% | 74,601 | $1.7M |
| Altrius Capital Management Inc | 0.39% | Reduce -10.4% | 74,491 | $1.7M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Reduce -19.3% | 73,979 | $1.7M |
| Ashton Thomas Securities, LLC | 0.23% | Reduce -0.4% | 72,937 | $1.7M |
| Pacific Wealth Strategies Group, Inc. | 0.97% | Add +13.4% | 69,316 | $1.6M |
| Segment Wealth Management, LLC | 0.09% | Reduce -1.4% | 65,270 | $1.5M |
| Legacy Financial Group LLC | 0.19% | Reduce -4.7% | 64,369 | $1.5M |
| Foundations Investment Advisors, LLC | 0.02% | Add +4.7% | 63,759 | $1.4M |
| NorthCoast Asset Management LLC | 0.01% | New | 58,144 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.2% | 56,034 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +93.5% | 54,396 | $1.2M |
| Sound Stewardship, LLC | 0.58% | Add +3.9% | 53,218 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.8% | 52,586 | $1.2M |
| Turning Point Benefit Group, Inc. | 0.68% | Add +55.8% | 49,847 | $1.1M |
| Vantage Point Financial LLC | 0.40% | Reduce -8.4% | 45,654 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Reduce -26.6% | 44,026 | $1.0M |
| Northwest Bancshares, Inc. | 0.16% | Add +7.7% | 42,304 | $962K |
| Goldman Sachs Group Inc. | 0.00% | New | 42,186 | $959K |
| Brown Advisory Inc. | 0.00% | Add +18.3% | 40,942 | $931K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -88.6% | 37,855 | $861K |
| F/m Investments LLC | 0.03% | New | 37,312 | $848K |
| Brookstone Capital Management | 0.01% | Add +18.2% | 36,621 | $833K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.4% | 34,388 | $782K |
| Carnegie Investment Counsel | 0.01% | Add +31.1% | 33,300 | $757K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +0.7% | 32,931 | $749K |
| Key Financial Inc | 0.14% | Add +11.2% | 32,674 | $743K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +14.0% | 32,054 | $729K |
| Ballew Advisors, Inc | 0.40% | No change | 31,396 | $713K |
| Astoria Portfolio Advisors LLC. | 0.18% | Reduce -1.4% | 30,959 | $703K |
| Meriwether Wealth & Planning, LLC | 0.39% | Add +0.5% | 29,591 | $673K |
| Axim Planning & Wealth | 0.52% | New | 28,729 | $653K |
| VestGen Advisors, LLC | 0.02% | Add +17.9% | 26,975 | $613K |
| Old Mission Capital LLC | 0.02% | New | 25,982 | $591K |
| Private Advisory Group LLC | 0.05% | Add +20.1% | 25,651 | $583K |
| AA Financial Advisors, LLC | 0.11% | Add +0.3% | 25,639 | $583K |
| Hobbs Group Advisors, LLC | 0.17% | New | 24,434 | $556K |
| Atlantic Union Bankshares Corp | 0.01% | Add +112.7% | 23,362 | $531K |
| Wealthspire Retirement, LLC | 0.03% | Add +3.9% | 22,463 | $511K |
| Valtinson Bruner Financial Planning LLC | 0.15% | Add +8.7% | 22,183 | $504K |
| Vermillion & White Wealth Management Group, LLC | 0.27% | No change | 20,537 | $467K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +71.4% | 20,408 | $464K |
| 4Thought Financial Group Inc. | 0.23% | Reduce -0.2% | 20,022 | $455K |
| Geneos Wealth Management Inc. | 0.01% | Add +1.7% | 19,970 | $454K |
| Quad-Cities Investment Group, LLC | 0.18% | Add +2.7% | 19,005 | $432K |
| Topsail Wealth Management, LLC | 0.07% | Add +0.5% | 18,846 | $429K |
| Allworth Financial LP | 0.00% | No change | 18,760 | $427K |
| Mgo One Seven LLC | 0.01% | Add +30.1% | 18,284 | $416K |
| AlphaStar Capital Management, LLC | 0.03% | Add +2.1% | 17,569 | $400K |
| Citadel Advisors | 0.00% | New | 17,275 | $393K |
| MML Investors Services, LLC | 0.00% | Add +3.5% | 16,806 | $382K |
| BXM Wealth LLC | 0.36% | Add +6.9% | 16,646 | $379K |
| Net Worth Advisory Group | 0.10% | Reduce -11.4% | 15,742 | $358K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -1.8% | 15,489 | $352K |
| Koss-Olinger Consulting, LLC | 0.03% | No change | 15,158 | $344K |
| Independent Financial Group, LLC | 0.01% | Add +24.4% | 15,032 | $342K |
| Accurate Wealth Management, LLC | 0.05% | New | 14,948 | $339K |
| Comerica Bank | 0.00% | No change | 14,839 | $337K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +39.6% | 14,573 | $331K |
| Insight Wealth Partners, LLC | 0.14% | No change | 14,073 | $320K |
| WESPAC Advisors, LLC | 0.19% | Add +1.1% | 13,957 | $317K |
| Farther Finance Advisors, LLC | 0.00% | Add +69.7% | 13,842 | $315K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 13,502 | $307K |
| Anchor Investment Management, LLC | 0.03% | Add +17.7% | 13,290 | $302K |
| WFA of San Diego, LLC | 0.18% | Add +170.3% | 11,832 | $269K |
| Tassel Capital Management, Inc. | 0.16% | Add +3.3% | 10,812 | $246K |
| Alaska Wealth Advisors, LLC | 0.03% | Add +19.8% | 10,662 | $242K |
| Capital Analysts, LLC | 0.01% | Add +0.2% | 10,234 | $233K |
| CRA Financial Services, LLC | 0.03% | New | 10,091 | $229K |
| Nalls Sherbakoff Group, LLC | 0.15% | Reduce -3.9% | 9,955 | $226K |
| Harbour Investments, Inc. | 0.00% | No change | 6,920 | $157K |
| Alaska Permanent Capital Management, LLC | 0.01% | Add +1.5% | 5,269 | $120K |
| Private Trust Co. NA | 0.01% | No change | 5,203 | $118K |
| IFP Advisors, Inc | 0.00% | No change | 4,490 | $102K |
| CoreCap Advisors, LLC | 0.00% | Add +61.1% | 3,690 | $84K |
| Advisory Services Network, LLC | 0.00% | New | 3,441 | $78K |
| Alerus Financial NA | 0.00% | No change | 2,791 | $63K |
| Rialto Wealth Management, LLC | 0.01% | No change | 2,212 | $50K |
| United Community Bank | 0.02% | No change | 2,200 | $50K |
| CX Institutional | 0.00% | New | 2,119 | $48K |
| Asset Dedication, LLC | 0.00% | No change | 1,991 | $45K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 1,885 | $43K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -32.8% | 1,850 | $42K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,550 | $35K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,356 | $31K |
| Horizon Financial Services, LLC | 0.01% | Reduce -17.3% | 1,269 | $29K |
| BlackRock, Inc. | 0.00% | No change | 1,155 | $26K |
| Principal Securities, Inc. | 0.00% | No change | 1,118 | $25K |
| Wolff Wiese Magana LLC | 0.01% | No change | 1,000 | $23K |
| GAMMA Investing LLC | 0.00% | Reduce -92.6% | 678 | $15K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 670 | $15K |
| Sarver Vrooman Wealth Advisors | 0.01% | No change | 645 | $15K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.6% | 500 | $11K |
| Aspect Partners, LLC | 0.00% | No change | 274 | $6K |
| FMR LLC | 0.00% | Reduce -90.9% | 90 | $2K |
| AE Wealth Management LLC | 0.00% | No change | 80 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 27 | $614 |
"% of holder's portfolio" is BSJR's weight in each manager's 13F, not the share of Invesco Bulletshares 2027 HY the manager owns.