Invesco Bulletshares 2027 HYBSJRETF
13F holders, Q4 2025 (December 31)156holders +16
18new positions
9sold out
1famous investor
$22.62avg. 13F price*
At the end of Q4 2025, 156 institutions reported holding Invesco Bulletshares 2027 HY (BSJR) in their 13F filings, up 16 from Q3 2025. 18 opened new positions and 9 sold out. The largest holders were Mirador Capital Partners LP ($48.0M), LPL Financial LLC ($42.1M) and Cetera Investment Advisers ($31.7M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $13.3M |
| Exits | 9 | $5.2M |
All 13F filers, Q3 2025 → Q4 2025: 3,957,941 shares bought and 697,941 shares sold, net +3,260,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 156 holders
| Mirador Capital Partners LP | 6.58% | Add +57.4% | 2,121,083 | $48.0M |
| LPL Financial LLC | 0.01% | Add +28.6% | 1,859,953 | $42.1M |
| Cetera Investment Advisers | 0.03% | Add +76.2% | 1,401,930 | $31.7M |
| Morgan Stanley | 0.00% | Add +6.3% | 1,138,492 | $25.7M |
| Wells Fargo & Company | 0.00% | Add +0.2% | 1,010,054 | $22.8M |
| Larson Financial Group LLC | 0.73% | Add +44.0% | 965,131 | $21.8M |
| Raymond James Financial Inc. | 0.01% | Add +7.8% | 802,849 | $18.2M |
| UBS Group AG | 0.00% | Add +2.9% | 553,824 | $12.5M |
| Captrust Financial Advisors | 0.02% | Add +2.2% | 456,177 | $10.3M |
| Mercer Global Advisors Inc. | 0.02% | Add +1.9% | 442,880 | $10.0M |
| Ashton Thomas Private Wealth, LLC | 0.24% | Reduce -9.4% | 440,614 | $10.0M |
| Parkway Wealth Management Group, LLC | 1.20% | — | 395,843 | $9.0M |
| Advisory Alpha, LLC | 0.24% | Add +10.5% | 390,380 | $8.8M |
| Osaic Holdings, Inc. | 0.01% | Add +28.7% | 378,048 | $8.5M |
| Ironwood Financial, llc | 1.42% | Reduce -1.9% | 370,330 | $8.4M |
| SFE Investment Counsel | 1.24% | Add +2.0% | 352,387 | $8.0M |
| Rovin Capital /Ut/ | 2.03% | Add +9.1% | 338,307 | $7.7M |
| Intrua Financial, LLC | 0.79% | Add +2.0% | 317,535 | $7.2M |
| Banta Asset Management LP | 6.41% | — | 310,920 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +13.5% | 294,237 | $6.7M |
| Modern Wealth Management, LLC | 0.11% | Add +8.7% | 259,964 | $5.9M |
| Collective Family Office LLC | 1.25% | Add +12.1% | 241,434 | $5.5M |
| Ark Wealth Advisors LLC | 5.24% | — | 215,477 | $4.9M |
| Bank of America Corp. | 0.00% | Add +37.3% | 215,053 | $4.9M |
| Oder Investment Management, LLC | 2.91% | Add +7.5% | 177,390 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Add +10.4% | 174,971 | $4.0M |
| Howard Wealth Management, LLC | 1.71% | Add +43.5% | 173,063 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +10.6% | 165,845 | $3.8M |
| Jane Street Group, LLC | 0.00% | New | 162,293 | $3.7M |
| Prospera Financial Services Inc | 0.06% | Add +9.2% | 156,944 | $3.5M |
| Old Mission Capital LLC | 0.13% | Add +471.1% | 148,376 | $3.4M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +6.1% | 136,237 | $3.1M |
| Atria Investments, Inc | 0.03% | Add +15.9% | 135,314 | $3.1M |
| Mariner, LLC | 0.00% | Add +14.4% | 133,458 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +122.2% | 124,522 | $2.8M |
| Horizons Wealth Management | 1.84% | Add +44.9% | 122,077 | $2.8M |
| Invesco Ltd. | 0.00% | Reduce -8.9% | 118,641 | $2.7M |
| Pacific Wealth Strategies Group, Inc. | 1.49% | Add +67.6% | 116,180 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +5.2% | 110,535 | $2.5M |
| Glass Jacobson Investment Advisors llc | 0.90% | Add +39.7% | 110,365 | $2.5M |
| Bright Futures Wealth Management, LLC. | 1.82% | Add +4.2% | 107,737 | $2.4M |
| Compound Planning, Inc. | 0.07% | Add +18.3% | 106,924 | $2.4M |
| Paradiem, LLC | 0.53% | No change | 97,847 | $2.2M |
| Accurate Wealth Management, LLC | 0.28% | Add +545.5% | 96,482 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -1.1% | 91,432 | $2.1M |
| Cwm, LLC | 0.01% | Reduce -9.8% | 85,567 | $1.9M |
| HUB Investment Partners, LLC | 0.05% | Reduce -1.1% | 85,464 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +5.9% | 83,735 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +3.8% | 77,457 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.2% | 76,691 | $1.7M |
| S.E.E.D. Planning Group LLC | 0.48% | Reduce -8.3% | 74,122 | $1.7M |
| Independent Wealth Advisors LLC | 1.69% | — | 71,787 | $1.6M |
| Altrius Capital Management Inc | 0.34% | Reduce -5.9% | 70,086 | $1.6M |
| Legacy Financial Group LLC | 0.20% | Add +8.9% | 70,098 | $1.6M |
| Segment Wealth Management, LLC | 0.09% | Reduce -0.2% | 65,145 | $1.5M |
| Citadel Advisors | 0.00% | Add +270.9% | 64,073 | $1.4M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -0.8% | 63,267 | $1.4M |
| Lido Advisors, LLC | 0.01% | New | 62,812 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +272.1% | 62,530 | $1.4M |
| Focus Partners Wealth | 0.00% | New | 58,618 | $1.3M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -23.1% | 56,892 | $1.3M |
| Sound Stewardship, LLC | 0.60% | Add +3.9% | 55,301 | $1.3M |
| Kovack Advisors, Inc. | 0.06% | New | 53,667 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.0% | 53,642 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.1% | 46,976 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -18.4% | 44,400 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +21.2% | 44,397 | $1.0M |
| Vantage Point Financial LLC | 0.36% | Reduce -2.9% | 44,333 | $1.0M |
| Northwest Bancshares, Inc. | 0.18% | No change | 42,304 | $957K |
| Leo Wealth, LLC | 0.07% | New | 42,067 | $951K |
| Brown Advisory Inc. | 0.00% | No change | 40,942 | $926K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.48% | — | 40,366 | $913K |
| Carnegie Investment Counsel | 0.02% | Add +20.5% | 40,125 | $907K |
| AA Financial Advisors, LLC | 0.16% | Add +52.1% | 38,986 | $882K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.6% | 38,019 | $862K |
| Equitable Holdings, Inc. | 0.01% | Reduce -21.9% | 34,376 | $777K |
| Wagner Wealth Management, Corp | 0.76% | — | 34,161 | $773K |
| Key Financial Inc | 0.14% | Add +3.4% | 33,774 | $764K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +4.2% | 33,391 | $755K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +1.4% | 33,391 | $755K |
| Thrivent Financial for Lutherans | 0.00% | New | 33,117 | $749K |
| Astoria Portfolio Advisors LLC. | 0.17% | Add +7.3% | 33,217 | $749K |
| Axim Planning & Wealth | 0.79% | Add +14.8% | 32,971 | $746K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +60.0% | 32,655 | $738K |
| Ballew Advisors, Inc | 0.40% | No change | 31,396 | $711K |
| Clearstead Advisors, LLC | 0.01% | New | 29,933 | $677K |
| Meriwether Wealth & Planning, LLC | 0.38% | Add +0.1% | 29,620 | $670K |
| Gradient Investments LLC | 0.01% | New | 27,917 | $631K |
| BXM Wealth LLC | 0.49% | Add +67.3% | 27,851 | $630K |
| Net Worth Advisory Group | 0.12% | Add +70.6% | 26,854 | $607K |
| HB Wealth Management, LLC | 0.00% | New | 26,128 | $591K |
| Atlantic Union Bankshares Corp | 0.01% | Add +9.4% | 25,562 | $578K |
| Private Advisory Group LLC | 0.04% | Reduce -2.1% | 25,102 | $568K |
| Valtinson Bruner Financial Planning LLC | 0.16% | Add +12.7% | 25,009 | $566K |
| Wealthspire Retirement, LLC | 0.03% | Add +9.7% | 24,634 | $557K |
| Vermillion & White Wealth Management Group, LLC | 0.29% | Add +15.5% | 23,727 | $538K |
| AlphaStar Capital Management, LLC | 0.04% | Add +28.8% | 22,620 | $512K |
| Cloud Capital Management, LLC | 0.24% | New | 22,466 | $508K |
| Quad-Cities Investment Group, LLC | 0.21% | Add +17.7% | 22,367 | $506K |
| Mgo One Seven LLC | 0.01% | Add +18.0% | 21,567 | $488K |
"% of holder's portfolio" is BSJR's weight in each manager's 13F, not the share of Invesco Bulletshares 2027 HY the manager owns.