Invesco Bulletshares 2028 HYBSJSETF
13F holders, Q3 2025 (September 30)125holders +7
17new positions
8sold out
1famous investor
$22.08avg. 13F price*
At the end of Q3 2025, 125 institutions reported holding Invesco Bulletshares 2028 HY (BSJS) in their 13F filings, up 7 from Q2 2025. 17 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($39.3M), Wells Fargo & Company ($19.9M) and Raymond James Financial Inc. ($18.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bulletshares 2028 HY
- CUSIP
- 46138J452
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $14.7M |
| Exits | 8 | $7.0M |
All 13F filers, Q2 2025 → Q3 2025: 2,971,069 shares bought and 715,752 shares sold, net +2,255,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| LPL Financial LLC | 0.01% | Add +28.7% | 1,779,150 | $39.3M |
| Wells Fargo & Company | 0.00% | Add +20.5% | 900,392 | $19.9M |
| Raymond James Financial Inc. | 0.01% | Add +445.1% | 851,258 | $18.8M |
| Morgan Stanley | 0.00% | Add +1.1% | 511,744 | $11.3M |
| Cetera Investment Advisers | 0.01% | Add +9.9% | 465,602 | $10.3M |
| Captrust Financial Advisors | 0.02% | Add +73.2% | 450,177 | $9.9M |
| HUB Investment Partners, LLC | 0.36% | Add +47.7% | 442,157 | $9.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +29.1% | 440,596 | $9.7M |
| UBS Group AG | 0.00% | Add +8.6% | 424,959 | $9.4M |
| SFE Investment Counsel | 1.30% | Add +3.6% | 368,478 | $8.1M |
| Equitable Holdings, Inc. | 0.05% | Reduce -17.2% | 284,350 | $6.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -7.7% | 283,384 | $6.3M |
| Advisory Alpha, LLC | 0.17% | Add +5.6% | 280,081 | $6.2M |
| Royal Bank of Canada | 0.00% | Add +19.1% | 235,587 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Add +35.0% | 233,816 | $5.2M |
| Ameriprise Financial Inc. | 0.00% | Add +5.8% | 221,261 | $4.9M |
| Rovin Capital /Ut/ | 1.34% | Add +9.8% | 218,503 | $4.8M |
| GPM Growth Investors, Inc. | 1.83% | Add +2.3% | 215,698 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -59.8% | 195,148 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +98.6% | 189,537 | $4.2M |
| Jones Financial Companies LLLP | 0.00% | Add +16.5% | 160,956 | $3.5M |
| Atria Investments, Inc | 0.04% | New | 155,871 | $3.4M |
| Mariner, LLC | 0.00% | New | 150,128 | $3.3M |
| Prospera Financial Services Inc | 0.05% | Add +2.9% | 134,584 | $3.0M |
| MML Investors Services, LLC | 0.01% | Add +1.8% | 126,775 | $2.8M |
| Invesco Ltd. | 0.00% | Reduce -3.2% | 120,129 | $2.7M |
| Howard Wealth Management, LLC | 1.21% | Add +22.1% | 119,319 | $2.6M |
| Bank of America Corp. | 0.00% | Add +20.3% | 109,877 | $2.4M |
| Ironwood Financial, llc | 0.42% | Add +20.6% | 106,998 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +13.7% | 94,544 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.3% | 91,661 | $2.0M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Add +20.4% | 87,258 | $1.9M |
| S.E.E.D. Planning Group LLC | 0.50% | Add +3.4% | 77,133 | $1.7M |
| Strait & Sound Wealth Management LLC | 0.61% | Add +10.1% | 71,825 | $1.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.30% | New | 69,738 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +6.6% | 65,455 | $1.4M |
| Astoria Portfolio Advisors LLC. | 0.35% | Add +4.6% | 60,381 | $1.3M |
| NorthCoast Asset Management LLC | 0.01% | New | 59,339 | $1.3M |
| Absolute Capital Management, LLC | 0.55% | New | 58,124 | $1.3M |
| Ashton Thomas Securities, LLC | 0.18% | Reduce -0.4% | 57,508 | $1.3M |
| Sound Stewardship, LLC | 0.59% | Add +5.0% | 55,649 | $1.2M |
| Segment Wealth Management, LLC | 0.07% | Add +2.6% | 53,410 | $1.2M |
| Turning Point Benefit Group, Inc. | 0.68% | Add +55.3% | 51,371 | $1.1M |
| Fca Corp. | 0.31% | Add +3.8% | 50,856 | $1.1M |
| Oder Investment Management, LLC | 0.80% | Add +74.5% | 50,695 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +4.2% | 50,264 | $1.1M |
| Altrius Capital Management Inc | 0.23% | Add +51.9% | 46,589 | $1.0M |
| Consolidated Portfolio Review Corp | 0.13% | Add +6.7% | 45,341 | $1.0M |
| Vantage Point Financial LLC | 0.36% | Reduce -8.4% | 42,458 | $937K |
| Compound Planning, Inc. | 0.03% | Reduce -4.7% | 41,226 | $910K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.2% | 39,822 | $879K |
| Goldman Sachs Group Inc. | 0.00% | New | 36,175 | $799K |
| Pacific Wealth Strategies Group, Inc. | 0.49% | Add +15.0% | 36,018 | $795K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +0.1% | 33,941 | $749K |
| Foundations Investment Advisors, LLC | 0.01% | Add +24.3% | 33,903 | $749K |
| Brown Advisory Inc. | 0.00% | Add +15.7% | 33,618 | $742K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 33,376 | $737K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.1% | 33,171 | $732K |
| Legacy Financial Group LLC | 0.10% | Add +22.4% | 33,146 | $732K |
| Brookstone Capital Management | 0.01% | Add +14.8% | 31,117 | $687K |
| IMA Advisory Services, Inc. | 0.06% | Reduce -10.6% | 29,036 | $641K |
| Glass Jacobson Investment Advisors llc | 0.22% | Add +29.5% | 27,915 | $616K |
| Axim Planning & Wealth | 0.49% | New | 27,654 | $611K |
| Private Advisory Group LLC | 0.05% | Add +16.6% | 26,781 | $591K |
| Private Advisor Group, LLC | 0.00% | Add +17.4% | 25,526 | $564K |
| Ballew Advisors, Inc | 0.31% | No change | 25,316 | $558K |
| Kraft, Davis & Associates, LLC | 0.13% | Reduce -3.2% | 24,125 | $533K |
| Meriwether Wealth & Planning, LLC | 0.30% | Add +0.7% | 23,154 | $511K |
| VestGen Advisors, LLC | 0.02% | Add +10.3% | 22,440 | $495K |
| Citadel Advisors | 0.00% | New | 21,659 | $478K |
| Valtinson Bruner Financial Planning LLC | 0.14% | Add +9.3% | 21,274 | $470K |
| Vermillion & White Wealth Management Group, LLC | 0.27% | No change | 21,269 | $470K |
| Key Financial Inc | 0.09% | Add +12.0% | 21,090 | $466K |
| 4Thought Financial Group Inc. | 0.23% | Reduce -0.1% | 20,874 | $461K |
| Cambridge Financial Group, LLC | 0.13% | No change | 18,942 | $418K |
| Moneco Advisors, LLC | 0.03% | Reduce -25.8% | 18,934 | $418K |
| Ledgewood Wealth Advisors, LLC | 0.23% | Add +0.6% | 17,428 | $385K |
| AlphaStar Capital Management, LLC | 0.03% | Add +2.1% | 17,184 | $379K |
| Hobbs Group Advisors, LLC | 0.12% | New | 17,145 | $379K |
| Topsail Wealth Management, LLC | 0.06% | Add +5.0% | 16,860 | $372K |
| AA Financial Advisors, LLC | 0.07% | Add +5.5% | 16,665 | $368K |
| IFG Advisory, LLC | 0.02% | No change | 16,307 | $360K |
| Net Worth Advisory Group | 0.10% | Reduce -8.0% | 16,017 | $354K |
| Carnegie Investment Counsel | 0.01% | Add +11.2% | 15,950 | $352K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +39.0% | 15,859 | $350K |
| Koss-Olinger Consulting, LLC | 0.03% | No change | 15,643 | $345K |
| Independent Financial Group, LLC | 0.01% | Add +24.5% | 15,564 | $344K |
| Comerica Bank | 0.00% | No change | 15,260 | $337K |
| Alaska Wealth Advisors, LLC | 0.04% | Add +60.9% | 14,662 | $324K |
| Geneos Wealth Management Inc. | 0.01% | Add +45.6% | 14,201 | $314K |
| Farther Finance Advisors, LLC | 0.00% | Add +68.5% | 14,192 | $313K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 13,923 | $307K |
| Capital Analysts, LLC | 0.01% | Reduce -6.3% | 13,775 | $304K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 12,006 | $265K |
| BXM Wealth LLC | 0.24% | Add +16.8% | 11,704 | $258K |
| Evanson Asset Management, LLC | 0.01% | New | 11,588 | $256K |
| Latitude Advisors, LLC | 0.11% | Add +0.9% | 10,860 | $240K |
| Mgo One Seven LLC | 0.01% | Add +15.1% | 10,623 | $235K |
| Wealthspire Retirement, LLC | 0.01% | New | 10,591 | $234K |
| Shufro Rose & Co. LLC | 0.02% | No change | 10,000 | $216K |
| Tassel Capital Management, Inc. | 0.13% | New | 9,204 | $203K |
| Quad-Cities Investment Group, LLC | 0.09% | No change | 9,161 | $202K |
| Larson Financial Group LLC | 0.01% | Add +1.6% | 7,994 | $177K |
| Alaska Permanent Capital Management, LLC | 0.01% | Add +1.6% | 7,046 | $155K |
| Anchor Investment Management, LLC | 0.01% | Add +386.0% | 6,925 | $153K |
| Asset Dedication, LLC | 0.01% | No change | 4,350 | $96K |
| Nalls Sherbakoff Group, LLC | 0.05% | Add +208.0% | 3,382 | $75K |
| Horizons Wealth Management | 0.05% | No change | 3,069 | $68K |
| Principal Securities, Inc. | 0.00% | No change | 2,926 | $65K |
| WFA of San Diego, LLC | 0.03% | No change | 2,294 | $51K |
| CX Institutional | 0.00% | New | 1,859 | $41K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,571 | $35K |
| CoreCap Advisors, LLC | 0.00% | New | 1,400 | $31K |
| Sarver Vrooman Wealth Advisors | 0.02% | No change | 1,328 | $29K |
| Horizon Financial Services, LLC | 0.01% | Reduce -17.1% | 1,311 | $29K |
| GAMMA Investing LLC | 0.00% | Reduce -71.5% | 1,231 | $27K |
| Tradewinds Capital Management, LLC | 0.01% | Reduce -7.7% | 1,121 | $25K |
| Wolff Wiese Magana LLC | 0.01% | Add +0.1% | 1,026 | $23K |
| Private Trust Co. NA | 0.00% | No change | 941 | $21K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 450 | $10K |
| Allworth Financial LP | 0.00% | No change | 300 | $7K |
| JPMorgan Chase & Co. | 0.00% | No change | 169 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.1% | 94 | $2K |
| FMR LLC | 0.00% | New | 69 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 28 | $618 |
"% of holder's portfolio" is BSJS's weight in each manager's 13F, not the share of Invesco Bulletshares 2028 HY the manager owns.