Invesco Bulletshares 2028 HYBSJSETF
13F holders, Q4 2025 (December 31)137holders +12
16new positions
12sold out
1famous investor
$22.00avg. 13F price*
At the end of Q4 2025, 137 institutions reported holding Invesco Bulletshares 2028 HY (BSJS) in their 13F filings, up 12 from Q3 2025. 16 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($47.4M), Morgan Stanley ($26.1M) and Raymond James Financial Inc. ($24.5M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $15.7M |
| Exits | 12 | $5.8M |
All 13F filers, Q3 2025 → Q4 2025: 3,643,226 shares bought and 382,645 shares sold, net +3,260,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 137 holders
| LPL Financial LLC | 0.01% | Add +21.0% | 2,153,307 | $47.4M |
| Morgan Stanley | 0.00% | Add +131.5% | 1,184,692 | $26.1M |
| Raymond James Financial Inc. | 0.01% | Add +30.7% | 1,112,831 | $24.5M |
| Wells Fargo & Company | 0.00% | Add +20.8% | 1,087,591 | $23.9M |
| Cetera Investment Advisers | 0.01% | Add +25.1% | 582,696 | $12.8M |
| UBS Group AG | 0.00% | Add +16.2% | 493,925 | $10.9M |
| HUB Investment Partners, LLC | 0.29% | Add +7.6% | 475,701 | $10.5M |
| Captrust Financial Advisors | 0.02% | Add +4.0% | 468,386 | $10.3M |
| Mercer Global Advisors Inc. | 0.02% | Add +4.7% | 461,485 | $10.2M |
| Parkway Wealth Management Group, LLC | 1.20% | — | 406,512 | $8.9M |
| Leo Wealth, LLC | 0.61% | New | 381,273 | $8.4M |
| SFE Investment Counsel | 1.30% | Add +3.0% | 379,636 | $8.4M |
| Osaic Holdings, Inc. | 0.01% | Add +47.3% | 344,395 | $7.6M |
| Banta Asset Management LP | 6.37% | — | 317,670 | $7.0M |
| Rovin Capital /Ut/ | 1.83% | Add +43.1% | 312,794 | $6.9M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +4.5% | 296,084 | $6.5M |
| Advisory Alpha, LLC | 0.17% | Add +2.1% | 286,098 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +42.0% | 269,085 | $5.9M |
| GPM Growth Investors, Inc. | 2.17% | Add +17.2% | 252,872 | $5.6M |
| Royal Bank of Canada | 0.00% | Add +6.0% | 249,637 | $5.5M |
| Ameriprise Financial Inc. | 0.00% | Add +9.8% | 243,053 | $5.3M |
| Equitable Holdings, Inc. | 0.04% | Reduce -16.8% | 236,711 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.8% | 216,296 | $4.8M |
| MML Investors Services, LLC | 0.01% | Add +55.8% | 197,525 | $4.3M |
| Jones Financial Companies LLLP | 0.00% | Add +16.4% | 187,417 | $4.1M |
| Tower Research Capital LLC (TRC) | 0.10% | Add +450.9% | 183,859 | $4.0M |
| Atria Investments, Inc | 0.05% | Add +16.2% | 181,083 | $4.0M |
| Howard Wealth Management, LLC | 1.65% | Add +43.7% | 171,482 | $3.8M |
| Mariner, LLC | 0.00% | Add +4.0% | 156,100 | $3.4M |
| Bank of America Corp. | 0.00% | Add +40.6% | 154,452 | $3.4M |
| Prospera Financial Services Inc | 0.05% | Add +10.8% | 149,107 | $3.3M |
| Invesco Ltd. | 0.00% | Reduce -8.9% | 109,491 | $2.4M |
| Ironwood Financial, llc | 0.40% | Reduce -0.4% | 106,536 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +5.8% | 99,985 | $2.2M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Add +12.8% | 98,401 | $2.2M |
| Jane Street Group, LLC | 0.00% | New | 94,327 | $2.1M |
| Pacific Wealth Strategies Group, Inc. | 1.16% | Add +158.4% | 93,085 | $2.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.34% | Add +23.0% | 85,800 | $1.9M |
| Strait & Sound Wealth Management LLC | 0.69% | Add +16.6% | 83,721 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.8% | 82,654 | $1.8M |
| Compound Planning, Inc. | 0.05% | Add +91.4% | 78,899 | $1.7M |
| Oder Investment Management, LLC | 1.24% | Add +53.2% | 77,675 | $1.7M |
| S.E.E.D. Planning Group LLC | 0.48% | Reduce -1.4% | 76,015 | $1.7M |
| Turning Point Benefit Group, Inc. | 0.83% | Add +40.7% | 72,278 | $1.6M |
| Ashton Thomas Securities, LLC | 0.29% | Add +20.1% | 69,062 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +1.4% | 66,402 | $1.5M |
| Ark Wealth Advisors LLC | 1.43% | — | 60,548 | $1.3M |
| Sound Stewardship, LLC | 0.63% | Add +7.5% | 59,795 | $1.3M |
| Focus Partners Wealth | 0.00% | New | 59,712 | $1.3M |
| Segment Wealth Management, LLC | 0.07% | Add +1.7% | 54,320 | $1.2M |
| Harbour Investments, Inc. | 0.02% | Add +7.2% | 53,902 | $1.2M |
| Fca Corp. | 0.33% | Add +3.3% | 52,529 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.3% | 44,737 | $986K |
| Altrius Capital Management Inc | 0.20% | Reduce -7.3% | 43,177 | $950K |
| Legacy Financial Group LLC | 0.12% | Add +28.7% | 42,647 | $938K |
| Vantage Point Financial LLC | 0.33% | Reduce -1.1% | 41,976 | $923K |
| Independent Wealth Advisors LLC | 0.95% | — | 41,525 | $914K |
| Glass Jacobson Investment Advisors llc | 0.33% | Add +47.9% | 41,274 | $908K |
| Kovack Advisors, Inc. | 0.04% | New | 39,311 | $865K |
| Foundations Investment Advisors, LLC | 0.01% | Add +15.1% | 39,022 | $858K |
| Old Mission Capital LLC | 0.03% | New | 37,627 | $828K |
| Integrated Wealth Concepts LLC | 0.01% | Add +7.1% | 35,516 | $781K |
| Shufro Rose & Co. LLC | 0.05% | Add +253.0% | 35,300 | $777K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +2.1% | 34,670 | $763K |
| Astoria Portfolio Advisors LLC. | 0.17% | Reduce -43.4% | 34,180 | $751K |
| Brookstone Capital Management | 0.01% | Add +9.6% | 34,110 | $750K |
| Brown Advisory Inc. | 0.00% | No change | 33,618 | $740K |
| Citadel Advisors | 0.00% | Add +50.6% | 32,609 | $717K |
| Axim Planning & Wealth | 0.76% | Add +17.6% | 32,511 | $715K |
| Clearstead Advisors, LLC | 0.01% | New | 30,888 | $680K |
| AA Financial Advisors, LLC | 0.12% | Add +81.2% | 30,200 | $664K |
| IMA Advisory Services, Inc. | 0.06% | Add +0.3% | 29,121 | $641K |
| Wagner Wealth Management, Corp | 0.61% | — | 28,071 | $618K |
| Carnegie Investment Counsel | 0.01% | Add +69.8% | 27,075 | $596K |
| Private Advisory Group LLC | 0.05% | Add +1.0% | 27,057 | $595K |
| Net Worth Advisory Group | 0.12% | Add +67.3% | 26,801 | $590K |
| Private Advisor Group, LLC | 0.00% | Add +3.2% | 26,351 | $580K |
| Ballew Advisors, Inc | 0.31% | No change | 25,316 | $559K |
| Vermillion & White Wealth Management Group, LLC | 0.29% | Add +14.8% | 24,409 | $539K |
| Kraft, Davis & Associates, LLC | 0.12% | Reduce -0.4% | 24,024 | $530K |
| Key Financial Inc | 0.10% | Add +12.2% | 23,665 | $521K |
| Meriwether Wealth & Planning, LLC | 0.28% | Reduce -2.8% | 22,496 | $495K |
| Valtinson Bruner Financial Planning LLC | 0.14% | Add +3.9% | 22,094 | $486K |
| Topsail Wealth Management, LLC | 0.07% | Add +25.5% | 21,160 | $466K |
| Farther Finance Advisors, LLC | 0.00% | Add +46.6% | 20,812 | $458K |
| Independent Financial Group, LLC | 0.01% | Add +29.5% | 20,150 | $443K |
| 4Thought Financial Group Inc. | 0.22% | Reduce -5.0% | 19,836 | $436K |
| Ledgewood Wealth Advisors, LLC | 0.24% | Add +7.1% | 18,659 | $411K |
| Koss-Olinger Consulting, LLC | 0.03% | Add +18.3% | 18,512 | $407K |
| AlphaStar Capital Management, LLC | 0.03% | Add +6.6% | 18,316 | $403K |
| Mgo One Seven LLC | 0.01% | Add +54.5% | 16,410 | $361K |
| IFG Advisory, LLC | 0.02% | No change | 16,307 | $359K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.8% | 15,990 | $352K |
| Oppenheimer & Co. Inc. | 0.01% | Add +32.2% | 15,875 | $349K |
| Comerica Bank | 0.00% | No change | 15,260 | $336K |
| Alaska Wealth Advisors, LLC | 0.04% | Add +1.6% | 14,892 | $328K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 14,707 | $324K |
| VestGen Advisors, LLC | 0.01% | Reduce -36.0% | 14,362 | $316K |
| Quadrature Capital Ltd | 0.00% | New | 14,135 | $311K |
| Capital Analysts, LLC | 0.01% | Reduce -0.9% | 13,654 | $300K |
"% of holder's portfolio" is BSJS's weight in each manager's 13F, not the share of Invesco Bulletshares 2028 HY the manager owns.