Invesco Bulletshares 2028 HYBSJSETF
13F holders, Q1 2024 (March 31)52holders
$21.66avg. 13F price*
At the end of Q1 2024, 52 institutions reported holding Invesco Bulletshares 2028 HY (BSJS) in their 13F filings. The largest holders were Steward Partners Investment Advisory, LLC ($9.4M), LPL Financial LLC ($9.2M) and Jane Street Group, LLC ($6.9M).
- Company
- Invesco Bulletshares 2028 HY
- CUSIP
- 46138J452
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $6.1M |
| Exits | 3 | $556K |
Ownership 52 holders
| Steward Partners Investment Advisory, LLC | 0.10% | Add +15.0% | 435,954 | $9.4M |
| LPL Financial LLC | 0.00% | Add +108.1% | 423,633 | $9.2M |
| Jane Street Group, LLC | 0.01% | Add +250.8% | 318,513 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +38.0% | 282,293 | $6.1M |
| Mercer Global Advisors Inc. | 0.02% | Add +41.7% | 259,035 | $5.6M |
| Morgan Stanley | 0.00% | Add +77.4% | 255,917 | $5.5M |
| HUB Investment Partners, LLC | 0.30% | Add +43.8% | 250,890 | $5.4M |
| SFE Investment Counsel | 1.21% | Add +20.3% | 245,765 | $5.3M |
| Wells Fargo & Company | 0.00% | Add +13.6% | 211,033 | $4.6M |
| Equitable Holdings, Inc. | 0.04% | Add +57.4% | 166,968 | $3.6M |
| Advisory Alpha, LLC | 0.14% | Add +2.2% | 158,323 | $3.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +9.3% | 115,269 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Add +15.2% | 106,270 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +8.0% | 97,174 | $2.1M |
| Cetera Investment Advisers | 0.00% | New | 78,289 | $1.7M |
| Ironwood Financial, llc | 0.31% | Add +13.0% | 62,702 | $1.4M |
| Old Mission Capital LLC | 0.03% | New | 61,457 | $1.3M |
| Prospera Financial Services Inc | 0.04% | New | 58,585 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.9% | 56,075 | $1.2M |
| Fca Corp. | 0.39% | Add +241.4% | 55,049 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +1793.5% | 47,925 | $1.0M |
| Raymond James & Associates | 0.00% | Add +66.0% | 46,776 | $1.0M |
| Moneco Advisors, LLC | 0.16% | Reduce -14.2% | 45,621 | $988K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.3% | 38,598 | $836K |
| UBS Group AG | 0.00% | Add +62.0% | 38,256 | $829K |
| Bank of America Corp. | 0.00% | Add +35.3% | 37,299 | $808K |
| Brookstone Capital Management | 0.01% | Reduce -12.8% | 31,734 | $687K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +4.3% | 29,110 | $631K |
| Kraft, Davis & Associates, LLC | 0.18% | Add +6.1% | 27,992 | $602K |
| Segment Wealth Management, LLC | 0.04% | Add +116.1% | 27,360 | $593K |
| Rovin Capital /Ut/ | 0.23% | Add +92.4% | 25,357 | $549K |
| Comerica Bank | 0.00% | New | 24,632 | $534K |
| Ledgewood Wealth Advisors, LLC | 0.46% | Add +30.0% | 23,084 | $500K |
| Stifel Financial Corp. | 0.00% | Add +59.9% | 21,816 | $473K |
| Flow Traders U.S. LLC | 0.03% | Reduce -72.4% | 21,589 | $468K |
| Commonwealth Equity Services, LLC | 0.00% | Add +36.7% | 20,942 | $454K |
| Private Advisory Group LLC | 0.06% | New | 20,947 | $454K |
| 4Thought Financial Group Inc. | 0.27% | Reduce -1.9% | 18,638 | $404K |
| AlphaStar Capital Management, LLC | 0.04% | Add +6.5% | 18,589 | $403K |
| Arete Wealth Advisors, LLC | 0.02% | New | 12,149 | $263K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,958 | $259K |
| Shufro Rose & Co. LLC | 0.02% | New | 10,000 | $217K |
| Private Advisor Group, LLC | 0.00% | Reduce -14.3% | 9,867 | $214K |
| Capital Analysts, LLC | 0.01% | Reduce -4.0% | 6,364 | $138K |
| Horizons Wealth Management | 0.03% | No change | 2,212 | $48K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +18.3% | 1,788 | $39K |
| Ancora Advisors LLC | 0.00% | New | 1,576 | $34K |
| Allworth Financial LP | 0.00% | No change | 1,195 | $26K |
| Gradient Investments LLC | 0.00% | Add +27.2% | 851 | $18K |
| Anchor Investment Management, LLC | 0.00% | New | 425 | $9K |
| AdvisorNet Financial, Inc | 0.00% | No change | 28 | $606 |
| Missouri Trust & Investment Co | 0.00% | Reduce -89.7% | 23 | $498 |
"% of holder's portfolio" is BSJS's weight in each manager's 13F, not the share of Invesco Bulletshares 2028 HY the manager owns.