Invesco Bulletshares 2028 HYBSJSETF
13F holders, Q2 2025 (June 30)118holders +11
16new positions
6sold out
$22.04avg. 13F price*
At the end of Q2 2025, 118 institutions reported holding Invesco Bulletshares 2028 HY (BSJS) in their 13F filings, up 11 from Q1 2025. 16 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($30.5M), Wells Fargo & Company ($16.5M) and Morgan Stanley ($11.2M).
- Company
- Invesco Bulletshares 2028 HY
- CUSIP
- 46138J452
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $7.9M |
| Exits | 6 | $2.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,101,489 shares bought and 649,674 shares sold, net +451,815 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| LPL Financial LLC | 0.01% | Add +21.5% | 1,382,592 | $30.5M |
| Wells Fargo & Company | 0.00% | Add +0.3% | 747,270 | $16.5M |
| Morgan Stanley | 0.00% | Reduce -16.0% | 506,340 | $11.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.8% | 485,597 | $10.7M |
| Cetera Investment Advisers | 0.02% | Reduce -10.6% | 423,448 | $9.3M |
| UBS Group AG | 0.00% | Reduce -15.2% | 391,338 | $8.6M |
| SFE Investment Counsel | 1.38% | Add +2.0% | 355,613 | $7.8M |
| Equitable Holdings, Inc. | 0.06% | Reduce -4.3% | 343,562 | $7.6M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -2.8% | 341,181 | $7.5M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -5.3% | 307,039 | $6.8M |
| HUB Investment Partners, LLC | 0.23% | Add +9.5% | 299,313 | $6.6M |
| Advisory Alpha, LLC | 0.18% | Add +19.0% | 265,313 | $5.9M |
| Captrust Financial Advisors | 0.01% | Add +6.0% | 259,885 | $5.7M |
| Leo Wealth, LLC | 0.37% | New | 217,208 | $4.8M |
| GPM Growth Investors, Inc. | 1.85% | Add +11.9% | 210,775 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Add +5.5% | 209,104 | $4.6M |
| Rovin Capital /Ut/ | 1.33% | Reduce -1.1% | 199,085 | $4.4M |
| Royal Bank of Canada | 0.00% | Add +3.9% | 197,775 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +45.0% | 173,216 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -47.8% | 156,154 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +23.0% | 138,195 | $3.0M |
| Prospera Financial Services Inc | 0.05% | Add +2.4% | 130,790 | $2.9M |
| MML Investors Services, LLC | 0.01% | Add +18.3% | 124,541 | $2.7M |
| Invesco Ltd. | 0.00% | Add +29.1% | 124,113 | $2.7M |
| Summit Investment Advisors, Inc. | 2.19% | Add +10.2% | 121,173 | $2.7M |
| Howard Wealth Management, LLC | 1.09% | Reduce -0.5% | 97,735 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +24.8% | 95,458 | $2.1M |
| Bank of America Corp. | 0.00% | Add +34.8% | 91,342 | $2.0M |
| Ironwood Financial, llc | 0.41% | No change | 88,704 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +15.2% | 83,155 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.2% | 83,117 | $1.8M |
| S.E.E.D. Planning Group LLC | 0.52% | Add +3.1% | 74,566 | $1.6M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +4.0% | 72,463 | $1.6M |
| Strait & Sound Wealth Management LLC | 0.61% | Add +33.6% | 65,231 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +0.1% | 61,387 | $1.4M |
| Ashton Thomas Securities, LLC | 0.31% | Add +0.4% | 57,764 | $1.3M |
| Astoria Portfolio Advisors LLC. | 0.36% | Add +1.3% | 57,742 | $1.3M |
| Sound Stewardship, LLC | 0.60% | Add +11.5% | 53,005 | $1.2M |
| Segment Wealth Management, LLC | 0.07% | Reduce -1.4% | 52,060 | $1.1M |
| Fca Corp. | 0.32% | Add +1.9% | 49,014 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +2.1% | 48,227 | $1.1M |
| Vantage Point Financial LLC | 0.45% | Reduce -2.0% | 46,375 | $1.0M |
| Compound Planning, Inc. | 0.04% | Add +13.5% | 43,273 | $954K |
| Consolidated Portfolio Review Corp | 0.13% | Add +8.2% | 42,491 | $937K |
| Tyler-Stone Wealth Management | 0.14% | Add +3.6% | 38,707 | $853K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -20.0% | 38,571 | $850K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +2.6% | 33,891 | $747K |
| Turning Point Benefit Group, Inc. | 0.55% | Add +64.5% | 33,075 | $729K |
| Integrated Wealth Concepts LLC | 0.01% | Add +6.5% | 32,804 | $723K |
| IMA Advisory Services, Inc. | 0.08% | Add +0.8% | 32,491 | $716K |
| Pacific Wealth Strategies Group, Inc. | 0.45% | Add +172.4% | 31,328 | $687K |
| Altrius Capital Management Inc | 0.16% | Add +50.6% | 30,679 | $676K |
| Brown Advisory Inc. | 0.00% | No change | 29,062 | $641K |
| Oder Investment Management, LLC | 0.48% | Add +5.5% | 29,059 | $641K |
| Jane Street Group, LLC | 0.00% | Reduce -42.9% | 27,714 | $611K |
| Foundations Investment Advisors, LLC | 0.01% | Add +143.5% | 27,282 | $602K |
| Brookstone Capital Management | 0.01% | Reduce -5.3% | 27,104 | $598K |
| Legacy Financial Group LLC | 0.08% | Add +6.3% | 27,076 | $597K |
| Moneco Advisors, LLC | 0.05% | Reduce -26.0% | 25,499 | $562K |
| Susquehanna International Group, LLP | 0.00% | New | 25,348 | $559K |
| Ballew Advisors, Inc | 0.33% | No change | 25,316 | $558K |
| Kraft, Davis & Associates, LLC | 0.15% | Add +7.6% | 24,925 | $547K |
| Meriwether Wealth & Planning, LLC | 0.32% | Add +3.9% | 23,005 | $507K |
| Private Advisory Group LLC | 0.05% | Reduce -2.7% | 22,960 | $506K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.19% | Reduce -5.7% | 22,520 | $495K |
| Private Advisor Group, LLC | 0.00% | Add +6.5% | 21,742 | $479K |
| Glass Jacobson Investment Advisors llc | 0.18% | Add +89.3% | 21,559 | $475K |
| Vermillion & White Wealth Management Group, LLC | 0.30% | Reduce -27.3% | 21,269 | $469K |
| 4Thought Financial Group Inc. | 0.24% | Reduce -3.3% | 20,899 | $461K |
| VestGen Advisors, LLC | 0.02% | Add +35.5% | 20,337 | $448K |
| Valtinson Bruner Financial Planning LLC | 0.13% | Add +0.7% | 19,471 | $429K |
| Cambridge Financial Group, LLC | 0.16% | New | 18,942 | $418K |
| Key Financial Inc | 0.08% | Add +41.9% | 18,835 | $415K |
| Net Worth Advisory Group | 0.09% | Add +21.5% | 17,403 | $384K |
| Ledgewood Wealth Advisors, LLC | 0.24% | Add +0.6% | 17,332 | $382K |
| AlphaStar Capital Management, LLC | 0.03% | Add +1.2% | 16,836 | $371K |
| IFG Advisory, LLC | 0.02% | Add +20.8% | 16,307 | $360K |
| Topsail Wealth Management, LLC | 0.06% | Add +21.8% | 16,060 | $354K |
| Stephens Inc. | 0.00% | Reduce -18.5% | 16,006 | $353K |
| AA Financial Advisors, LLC | 0.08% | New | 15,797 | $348K |
| Koss-Olinger Consulting, LLC | 0.03% | Reduce -7.4% | 15,643 | $345K |
| Comerica Bank | 0.00% | Reduce -2.4% | 15,260 | $336K |
| Capital Analysts, LLC | 0.01% | Add +1.1% | 14,703 | $324K |
| Carnegie Investment Counsel | 0.01% | New | 14,350 | $316K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 13,923 | $307K |
| Independent Financial Group, LLC | 0.01% | Add +4.0% | 12,501 | $276K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -2.8% | 12,006 | $265K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.0% | 11,412 | $252K |
| Latitude Advisors, LLC | 0.12% | New | 10,760 | $237K |
| BXM Wealth LLC | 0.26% | New | 10,025 | $221K |
| Shufro Rose & Co. LLC | 0.02% | No change | 10,000 | $216K |
| Geneos Wealth Management Inc. | 0.01% | Add +3.3% | 9,751 | $215K |
| Mgo One Seven LLC | 0.01% | New | 9,228 | $203K |
| Quad-Cities Investment Group, LLC | 0.09% | New | 9,161 | $202K |
| Alaska Wealth Advisors, LLC | 0.03% | New | 9,114 | $201K |
| Farther Finance Advisors, LLC | 0.00% | New | 8,423 | $186K |
| Larson Financial Group LLC | 0.01% | Add +1.7% | 7,866 | $173K |
| Alaska Permanent Capital Management, LLC | 0.01% | New | 6,933 | $152K |
| MorganRosel Wealth Management, LLC | 0.04% | No change | 5,911 | $130K |
| Asset Dedication, LLC | 0.01% | New | 4,350 | $96K |
| GAMMA Investing LLC | 0.01% | Reduce -92.3% | 4,311 | $95K |
| Horizons Wealth Management | 0.05% | No change | 3,069 | $68K |
| Principal Securities, Inc. | 0.00% | Add +58.8% | 2,926 | $65K |
| WFA of San Diego, LLC | 0.04% | — | 2,294 | $51K |
| Horizon Financial Services, LLC | 0.02% | Reduce -8.9% | 1,582 | $35K |
| Anchor Investment Management, LLC | 0.00% | Add +235.3% | 1,425 | $31K |
| Sarver Vrooman Wealth Advisors | 0.02% | No change | 1,328 | $29K |
| Tradewinds Capital Management, LLC | 0.01% | Add +1.8% | 1,215 | $27K |
| Nalls Sherbakoff Group, LLC | 0.02% | Add +1.7% | 1,098 | $24K |
| Wolff Wiese Magana LLC | 0.01% | Add +48.1% | 1,025 | $23K |
| Private Trust Co. NA | 0.00% | Add +159.2% | 941 | $21K |
| Arax Advisory Partners | 0.00% | New | 471 | $10K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 450 | $10K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 450 | $10K |
| Allworth Financial LP | 0.00% | New | 300 | $7K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.3% | 169 | $4K |
| Cornerstone Planning Group LLC | 0.00% | New | 93 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 28 | $617 |
"% of holder's portfolio" is BSJS's weight in each manager's 13F, not the share of Invesco Bulletshares 2028 HY the manager owns.