Invesco Bulletshares 2028 HYBSJSETF
13F holders, Q1 2025 (March 31)107holders +5
13new positions
11sold out
$21.64avg. 13F price*
At the end of Q1 2025, 107 institutions reported holding Invesco Bulletshares 2028 HY (BSJS) in their 13F filings, up 5 from Q4 2024. 13 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($24.6M), Wells Fargo & Company ($16.1M) and Morgan Stanley ($13.0M).
- Company
- Invesco Bulletshares 2028 HY
- CUSIP
- 46138J452
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $7.7M |
| Exits | 11 | $4.6M |
All 13F filers, Q4 2024 → Q1 2025: 2,570,674 shares bought and 295,927 shares sold, net +2,274,747 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| LPL Financial LLC | 0.01% | Add +30.6% | 1,138,315 | $24.6M |
| Wells Fargo & Company | 0.00% | Add +123.1% | 745,420 | $16.1M |
| Morgan Stanley | 0.00% | Add +31.4% | 602,481 | $13.0M |
| Cetera Investment Advisers | 0.02% | Add +26.5% | 473,610 | $10.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.8% | 463,195 | $10.0M |
| UBS Group AG | 0.00% | Add +532.0% | 461,407 | $10.0M |
| Equitable Holdings, Inc. | 0.07% | Reduce -4.1% | 358,860 | $7.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -1.0% | 350,927 | $7.6M |
| SFE Investment Counsel | 1.51% | Add +0.6% | 348,461 | $7.5M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -1.5% | 324,102 | $7.0M |
| Raymond James Financial Inc. | 0.00% | Add +9.9% | 299,207 | $6.5M |
| HUB Investment Partners, LLC | 0.24% | Add +12.2% | 273,323 | $5.9M |
| Captrust Financial Advisors | 0.01% | Add +398.9% | 245,103 | $5.3M |
| Advisory Alpha, LLC | 0.16% | Add +19.7% | 222,977 | $4.8M |
| Rovin Capital /Ut/ | 1.40% | Add +3.3% | 201,371 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Add +16.5% | 198,164 | $4.3M |
| Royal Bank of Canada | 0.00% | Add +7.0% | 190,363 | $4.1M |
| GPM Growth Investors, Inc. | 1.79% | Add +4.1% | 188,292 | $4.1M |
| Prospera Financial Services Inc | 0.06% | Add +7.7% | 127,706 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Add +174.8% | 119,452 | $2.6M |
| Jones Financial Companies LLLP | 0.00% | Add +53.1% | 112,342 | $2.4M |
| Summit Investment Advisors, Inc. | 2.11% | New | 109,965 | $2.4M |
| MML Investors Services, LLC | 0.01% | Add +188.7% | 105,315 | $2.3M |
| Howard Wealth Management, LLC | 1.18% | Reduce -0.1% | 98,253 | $2.1M |
| Invesco Ltd. | 0.00% | Reduce -2.9% | 96,120 | $2.1M |
| Ironwood Financial, llc | 0.41% | Add +4.9% | 88,704 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +33.9% | 79,784 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +40.1% | 76,516 | $1.7M |
| S.E.E.D. Planning Group LLC | 0.53% | Add +29.6% | 72,290 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +139.3% | 72,197 | $1.6M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Add +23.0% | 69,690 | $1.5M |
| Bank of America Corp. | 0.00% | Add +37.7% | 67,776 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +7.8% | 61,296 | $1.3M |
| Ashton Thomas Securities, LLC | 0.35% | Reduce -0.5% | 57,545 | $1.2M |
| Astoria Portfolio Advisors LLC. | 0.42% | Add +201.2% | 57,026 | $1.2M |
| GAMMA Investing LLC | 0.09% | Add +19.7% | 55,957 | $1.2M |
| Segment Wealth Management, LLC | 0.08% | Add +1.5% | 52,810 | $1.1M |
| Old Mission Capital LLC | 0.02% | Reduce -12.0% | 51,181 | $1.1M |
| Strait & Sound Wealth Management LLC | 0.49% | Add +364.6% | 48,822 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -33.1% | 48,543 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +27.6% | 48,202 | $1.0M |
| Fca Corp. | 0.33% | Reduce -2.2% | 48,101 | $1.0M |
| Sound Stewardship, LLC | 0.59% | New | 47,551 | $1.0M |
| Vantage Point Financial LLC | 0.52% | Add +7.1% | 47,313 | $1.0M |
| Harbour Investments, Inc. | 0.03% | Add +5.1% | 47,227 | $1.0M |
| Bank of Montreal | 0.00% | New | 39,600 | $857K |
| Consolidated Portfolio Review Corp | 0.14% | Add +10.4% | 39,274 | $850K |
| Compound Planning, Inc. | 0.04% | Add +1.4% | 38,123 | $825K |
| Tyler-Stone Wealth Management | 0.14% | Add +166.8% | 37,344 | $808K |
| Moneco Advisors, LLC | 0.08% | Reduce -1.1% | 34,469 | $746K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +2.2% | 33,020 | $715K |
| IMA Advisory Services, Inc. | 0.08% | Reduce -5.2% | 32,250 | $698K |
| Integrated Wealth Concepts LLC | 0.01% | Add +21.9% | 30,796 | $666K |
| Vermillion & White Wealth Management Group, LLC | 0.46% | New | 29,248 | $633K |
| Brown Advisory Inc. | 0.00% | No change | 29,062 | $629K |
| Brookstone Capital Management | 0.01% | Reduce -5.2% | 28,617 | $619K |
| Oder Investment Management, LLC | 0.51% | Add +78.9% | 27,534 | $596K |
| Legacy Financial Group LLC | 0.08% | Add +14.8% | 25,476 | $551K |
| Ballew Advisors, Inc | 0.36% | New | 25,316 | $536K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.22% | No change | 23,892 | $517K |
| JPMorgan Chase & Co. | 0.00% | Add +95.1% | 23,799 | $515K |
| Private Advisory Group LLC | 0.06% | Add +0.2% | 23,600 | $511K |
| Kraft, Davis & Associates, LLC | 0.16% | Add +0.0% | 23,170 | $495K |
| Meriwether Wealth & Planning, LLC | 0.31% | Add +91.5% | 22,136 | $479K |
| 4Thought Financial Group Inc. | 0.29% | Add +1.3% | 21,601 | $467K |
| Private Advisor Group, LLC | 0.00% | New | 20,406 | $442K |
| Altrius Capital Management Inc | 0.11% | New | 20,375 | $441K |
| Stephens Inc. | 0.01% | Add +19.3% | 19,637 | $425K |
| Turning Point Benefit Group, Inc. | 0.40% | New | 20,112 | $423K |
| Valtinson Bruner Financial Planning LLC | 0.14% | Add +30.0% | 19,346 | $419K |
| Ledgewood Wealth Advisors, LLC | 0.24% | Reduce -27.6% | 17,234 | $373K |
| Koss-Olinger Consulting, LLC | 0.03% | Add +3.1% | 16,899 | $366K |
| AlphaStar Capital Management, LLC | 0.04% | Reduce -4.8% | 16,634 | $360K |
| Comerica Bank | 0.00% | Reduce -37.5% | 15,635 | $338K |
| VestGen Advisors, LLC | 0.01% | — | 15,011 | $325K |
| Capital Analysts, LLC | 0.01% | Add +24.9% | 14,536 | $315K |
| Net Worth Advisory Group | 0.10% | Add +24.4% | 14,321 | $310K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -7.4% | 13,923 | $301K |
| IFG Advisory, LLC | 0.02% | New | 13,500 | $292K |
| Key Financial Inc | 0.06% | Add +12.8% | 13,275 | $287K |
| Topsail Wealth Management, LLC | 0.06% | Add +3.9% | 13,190 | $285K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 12,349 | $267K |
| Independent Financial Group, LLC | 0.01% | New | 12,021 | $260K |
| Pacific Wealth Strategies Group, Inc. | 0.19% | No change | 11,500 | $249K |
| Glass Jacobson Investment Advisors llc | 0.08% | No change | 11,389 | $247K |
| Kaye Capital Management | 0.10% | New | 11,365 | $246K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.9% | 11,301 | $245K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -7.6% | 11,203 | $242K |
| Shufro Rose & Co. LLC | 0.02% | No change | 10,000 | $216K |
| Geneos Wealth Management Inc. | 0.01% | No change | 9,438 | $204K |
| Larson Financial Group LLC | 0.01% | Add +0.7% | 7,735 | $167K |
| MorganRosel Wealth Management, LLC | 0.04% | New | 5,911 | $128K |
| BlackRock, Inc. | 0.00% | No change | 3,899 | $84K |
| Horizons Wealth Management | 0.05% | Reduce -25.0% | 3,069 | $66K |
| IFP Advisors, Inc | 0.00% | No change | 2,734 | $59K |
| Cwm, LLC | 0.00% | New | 2,200 | $48K |
| Principal Securities, Inc. | 0.00% | No change | 1,843 | $40K |
| Horizon Financial Services, LLC | 0.02% | Reduce -10.1% | 1,736 | $38K |
| Sarver Vrooman Wealth Advisors | 0.02% | — | 1,328 | $29K |
| Tradewinds Capital Management, LLC | 0.01% | Add +0.4% | 1,194 | $26K |
"% of holder's portfolio" is BSJS's weight in each manager's 13F, not the share of Invesco Bulletshares 2028 HY the manager owns.