Invesco Bulletshares 2027 HYBSJRETF
13F holders, Q1 2026 (March 31)169holders +13
19new positions
7sold out
1famous investor
$22.34avg. 13F price*
At the end of Q1 2026, 169 institutions reported holding Invesco Bulletshares 2027 HY (BSJR) in their 13F filings, up 13 from Q4 2025. 19 opened new positions and 7 sold out. The largest holders were Mirador Capital Partners LP ($50.4M), LPL Financial LLC ($44.2M) and Cetera Investment Advisers ($36.1M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $28.5M |
| Exits | 7 | $5.1M |
All 13F filers, Q4 2025 → Q1 2026: 4,687,738 shares bought and 775,529 shares sold, net +3,912,209 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 169 holders
| Mirador Capital Partners LP | 7.14% | Add +6.2% | 2,252,608 | $50.4M |
| LPL Financial LLC | 0.01% | Add +6.3% | 1,976,475 | $44.2M |
| Cetera Investment Advisers | 0.04% | Add +15.0% | 1,612,081 | $36.1M |
| Raymond James Financial Inc. | 0.01% | Add +69.0% | 1,357,172 | $30.4M |
| Wells Fargo & Company | 0.01% | Add +16.5% | 1,177,150 | $26.3M |
| Morgan Stanley | 0.00% | Reduce -2.4% | 1,111,590 | $24.9M |
| Larson Financial Group LLC | 0.69% | Reduce -0.6% | 959,603 | $21.5M |
| Ashton Thomas Private Wealth, LLC | 0.41% | Add +74.0% | 766,470 | $17.1M |
| Osaic Holdings, Inc. | 0.02% | Add +75.2% | 662,459 | $14.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +39.5% | 617,617 | $13.8M |
| UBS Group AG | 0.00% | Add +5.3% | 582,999 | $13.0M |
| Bank of America Corp. | 0.00% | Add +149.6% | 536,744 | $12.0M |
| Captrust Financial Advisors | 0.02% | Add +7.8% | 491,544 | $11.0M |
| Parkway Wealth Management Group, LLC | 1.29% | Add +14.6% | 453,544 | $10.2M |
| Advisory Alpha, LLC | 0.26% | Add +10.7% | 432,133 | $9.7M |
| Ironwood Financial, llc | 1.43% | Reduce -1.2% | 366,045 | $8.2M |
| SFE Investment Counsel | 1.29% | Add +2.2% | 360,230 | $8.1M |
| Intrua Financial, LLC | 0.84% | Add +10.4% | 350,571 | $7.8M |
| Banta Asset Management LP | 7.35% | Add +5.2% | 326,920 | $7.3M |
| Verity Asset Management, Inc. | 2.98% | New | 317,782 | $7.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.0% | 311,983 | $7.0M |
| Collective Family Office LLC | 1.48% | Add +21.8% | 294,172 | $6.6M |
| Altium Investment Strategies LLC | 17.91% | — | 271,003 | $6.1M |
| Accurate Wealth Management, LLC | 0.73% | Add +180.9% | 271,003 | $6.1M |
| Modern Wealth Management, LLC | 0.10% | Add +3.2% | 268,330 | $6.0M |
| Matthew Goff Investment Advisor, LLC | 0.99% | New | 303,170 | $5.9M |
| Old Second National Bank of Aurora | 1.20% | New | 260,609 | $5.8M |
| Chatham Capital Group, Inc. | 0.82% | Add +2741.3% | 252,878 | $5.7M |
| Ark Wealth Advisors LLC | 5.20% | Add +8.9% | 234,696 | $5.2M |
| Ameriprise Financial Inc. | 0.00% | Add +12.6% | 196,925 | $4.4M |
| Oder Investment Management, LLC | 3.25% | Add +6.6% | 189,091 | $4.2M |
| Howard Wealth Management, LLC | 1.76% | Add +8.0% | 186,901 | $4.2M |
| Jones Financial Companies LLLP | 0.00% | Add +6.3% | 176,295 | $3.9M |
| Prospera Financial Services Inc | 0.06% | Add +1.9% | 159,918 | $3.6M |
| River Street Advisors LLC | 1.07% | New | 141,945 | $3.2M |
| Sidoxia Capital Management, LLC | 2.72% | — | 140,626 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +6.8% | 132,979 | $3.0M |
| Pacific Wealth Strategies Group, Inc. | 1.84% | Add +13.0% | 131,235 | $2.9M |
| Glass Jacobson Investment Advisors llc | 1.01% | Add +18.7% | 131,052 | $2.9M |
| Foundations Investment Advisors, LLC | 0.04% | Add +103.8% | 128,927 | $2.9M |
| Tower Research Capital LLC (TRC) | 0.07% | Reduce -9.4% | 123,465 | $2.8M |
| Horizons Wealth Management | 1.83% | Add +0.9% | 123,176 | $2.8M |
| Independent Advisor Alliance | 0.03% | New | 121,646 | $2.7M |
| Invesco Ltd. | 0.00% | Reduce -5.8% | 111,804 | $2.5M |
| Stifel Financial Corp. | 0.00% | Reduce -2.2% | 108,140 | $2.4M |
| Bright Futures Wealth Management, LLC. | 1.65% | Add +0.0% | 107,738 | $2.4M |
| Compound Planning, Inc. | 0.07% | Reduce -2.1% | 104,655 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -39.6% | 98,004 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +9.5% | 91,689 | $2.1M |
| Independent Wealth Advisors LLC | 1.89% | Add +20.1% | 86,188 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +9.3% | 84,655 | $1.9M |
| Royal Bank of Canada | 0.00% | Reduce -7.7% | 84,438 | $1.9M |
| Paradiem, LLC | 0.40% | Reduce -17.2% | 81,000 | $1.8M |
| Cwm, LLC | 0.00% | Reduce -8.2% | 78,569 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -41.8% | 77,706 | $1.7M |
| S.E.E.D. Planning Group LLC | 0.49% | Add +1.6% | 75,321 | $1.7M |
| Citadel Advisors | 0.00% | Add +14.8% | 73,522 | $1.6M |
| LBMC Investment Advisors, LLC | 0.10% | New | 71,054 | $1.6M |
| Legacy Financial Group LLC | 0.20% | Reduce -0.4% | 69,798 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -50.8% | 66,608 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +4.5% | 65,660 | $1.5M |
| HUB Investment Partners, LLC | 0.04% | Reduce -24.2% | 64,797 | $1.4M |
| Altrius Capital Management Inc | 0.29% | Reduce -7.7% | 64,719 | $1.4M |
| Kovack Advisors, Inc. | 0.08% | Add +17.4% | 62,990 | $1.4M |
| Segment Wealth Management, LLC | 0.08% | Reduce -4.2% | 62,400 | $1.4M |
| Sound Stewardship, LLC | 0.61% | Add +7.9% | 59,645 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +78.3% | 58,236 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -12.4% | 54,763 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.1% | 53,581 | $1.2M |
| Brookstone Capital Management | 0.01% | Add +12.0% | 49,706 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.9% | 48,787 | $1.1M |
| AA Financial Advisors, LLC | 0.15% | Add +18.3% | 46,123 | $1.0M |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -20.4% | 45,258 | $1.0M |
| Vantage Point Financial LLC | 0.34% | Reduce -1.4% | 43,734 | $978K |
| Leo Wealth, LLC | 0.07% | Add +0.8% | 42,385 | $948K |
| Brown Advisory Inc. | 0.00% | Add +2.7% | 42,045 | $940K |
| Northwest Bancshares, Inc. | 0.19% | Reduce -0.7% | 41,989 | $939K |
| Key Financial Inc | 0.16% | Add +20.5% | 40,695 | $910K |
| Wagner Wealth Management, Corp | 0.80% | Add +16.1% | 39,676 | $887K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.43% | Reduce -9.8% | 36,409 | $814K |
| Carnegie Investment Counsel | 0.02% | Reduce -10.2% | 36,025 | $806K |
| Astoria Portfolio Advisors LLC. | 0.16% | Reduce -0.1% | 33,199 | $746K |
| Axim Planning & Wealth | 0.89% | Reduce -1.2% | 32,576 | $729K |
| Ballew Advisors, Inc | 0.40% | No change | 31,396 | $707K |
| BXM Wealth LLC | 0.54% | Add +11.9% | 31,166 | $697K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -11.1% | 29,686 | $664K |
| Stablepoint Partners, LLC | 0.10% | New | 29,618 | $662K |
| Meriwether Wealth & Planning, LLC | 0.36% | Reduce -0.8% | 29,385 | $657K |
| Net Worth Advisory Group | 0.13% | Add +4.5% | 28,070 | $628K |
| Wealthspire Retirement, LLC | 0.04% | Add +10.7% | 27,267 | $610K |
| Valtinson Bruner Financial Planning LLC | 0.17% | Add +9.0% | 27,261 | $610K |
| Clearstead Advisors, LLC | 0.01% | Reduce -9.1% | 27,196 | $608K |
| Private Advisory Group LLC | 0.04% | Add +7.9% | 27,080 | $606K |
| AlphaStar Capital Management, LLC | 0.04% | Add +17.3% | 26,524 | $593K |
| HB Wealth Management, LLC | 0.00% | Reduce -0.0% | 26,118 | $584K |
| Allworth Financial LP | 0.00% | Add +38.6% | 26,010 | $582K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +133.7% | 25,464 | $569K |
| Gradient Investments LLC | 0.01% | Reduce -11.5% | 24,710 | $553K |
| Vermillion & White Wealth Management Group, LLC | 0.31% | Add +0.3% | 23,799 | $532K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -46.7% | 23,657 | $529K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -8.1% | 23,497 | $526K |
| Koss-Olinger Consulting, LLC | 0.04% | Add +27.4% | 22,872 | $512K |
| Quad-Cities Investment Group, LLC | 0.20% | Add +0.9% | 22,570 | $505K |
| Independent Financial Group, LLC | 0.01% | Add +14.1% | 21,138 | $473K |
| Anchor Investment Management, LLC | 0.04% | Add +10.5% | 20,990 | $469K |
| Topsail Wealth Management, LLC | 0.07% | No change | 20,331 | $455K |
| Equitable Holdings, Inc. | 0.00% | Reduce -42.1% | 19,907 | $450K |
| Mgo One Seven LLC | 0.01% | Reduce -7.5% | 19,944 | $446K |
| Geneos Wealth Management Inc. | 0.01% | Add +6.2% | 19,930 | $446K |
| 4Thought Financial Group Inc. | 0.21% | Reduce -2.2% | 19,144 | $428K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -51.5% | 18,423 | $413K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -0.1% | 17,951 | $401K |
| Old Mission Capital LLC | 0.01% | Reduce -88.0% | 17,856 | $399K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -2.4% | 17,789 | $398K |
| Susquehanna International Group, LLP | 0.00% | New | 16,248 | $363K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -22.6% | 15,609 | $350K |
| VestGen Advisors, LLC | 0.01% | Add +24.8% | 15,550 | $349K |
| Voisard Asset Management Group, Inc. | 0.07% | Add +69.5% | 15,480 | $346K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.1% | 15,033 | $336K |
| Tassel Capital Management, Inc. | 0.18% | Add +33.7% | 14,661 | $328K |
| Evexia Wealth LLC | 0.09% | Add +14.8% | 14,191 | $320K |
| CRA Financial Services, LLC | 0.04% | New | 14,202 | $318K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 13,502 | $302K |
| WESPAC Advisors, LLC | 0.15% | No change | 12,518 | $280K |
| &partners | 0.00% | New | 12,238 | $274K |
| Wealth Quarterback LLC | 0.10% | Add +15.6% | 11,815 | $264K |
| Insight Wealth Partners, LLC | 0.10% | Add +2.0% | 11,196 | $250K |
| Alaska Wealth Advisors, LLC | 0.03% | Add +1.3% | 10,964 | $245K |
| Nautilus Advisors LLC | 0.15% | New | 10,101 | $226K |
| Creative Planning | 0.00% | Add +1.6% | 9,671 | $216K |
| Harbour Investments, Inc. | 0.00% | No change | 9,342 | $209K |
| Capital Analysts, LLC | 0.01% | Add +0.2% | 9,201 | $206K |
| GPM Growth Investors, Inc. | 0.09% | Reduce -35.7% | 9,109 | $204K |
| Nalls Sherbakoff Group, LLC | 0.15% | Add +5.4% | 9,061 | $203K |
| WFA of San Diego, LLC | 0.15% | No change | 8,203 | $183K |
| Keating Financial Advisory Services, Inc. | 0.03% | Add +0.1% | 7,752 | $173K |
| Ashton Thomas Securities, LLC | 0.02% | No change | 7,743 | $173K |
| IFP Advisors, Inc | 0.00% | Add +62.1% | 7,277 | $163K |
| Alaska Permanent Capital Management, LLC | 0.01% | Add +1.4% | 5,418 | $121K |
| Private Trust Co. NA | 0.01% | No change | 5,176 | $116K |
| Horizon Financial Services, LLC | 0.05% | No change | 4,880 | $109K |
| Advisory Services Network, LLC | 0.00% | New | 3,441 | $77K |
| Intentional Wealth Strategies, LLC | 0.06% | — | 2,975 | $67K |
| Asset Dedication, LLC | 0.00% | Add +44.3% | 2,873 | $64K |
| Alerus Financial NA | 0.00% | No change | 2,791 | $62K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,459 | $55K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 2,430 | $54K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,290 | $51K |
| Rialto Wealth Management, LLC | 0.01% | No change | 2,212 | $49K |
| United Community Bank | 0.02% | New | 2,200 | $49K |
| CX Institutional | 0.00% | Add +1.3% | 2,188 | $49K |
| Bank of Montreal | 0.00% | New | 2,157 | $48K |
| IFG Advisory, LLC | 0.14% | New | 2,120 | $47K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 1,885 | $42K |
| IMA Advisory Services, Inc. | 0.00% | Add +0.4% | 1,858 | $42K |
| Wolff Wiese Magana LLC | 0.02% | No change | 1,445 | $32K |
| Imprint Wealth LLC | 0.14% | No change | 1,398 | $31K |
| BlackRock, Inc. | 0.00% | No change | 1,155 | $26K |
| GAMMA Investing LLC | 0.00% | Reduce -1.0% | 1,129 | $25K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 670 | $15K |
| Sarver Vrooman Wealth Advisors | 0.01% | No change | 645 | $14K |
| Fifth Third Bancorp | 0.00% | New | 600 | $13K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.4% | 514 | $11K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 419 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -72.6% | 419 | $9K |
| Aspect Partners, LLC | 0.00% | No change | 274 | $6K |
| Community Financial Services Group, LLC | 0.00% | New | 125 | $3K |
| AE Wealth Management LLC | 0.00% | No change | 80 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 27 | $604 |
"% of holder's portfolio" is BSJR's weight in each manager's 13F, not the share of Invesco Bulletshares 2027 HY the manager owns.