Invesco Bulletshares 2028 HYBSJSETF
13F holders, Q1 2026 (March 31)145holders +8
14new positions
7sold out
1famous investor
$21.69avg. 13F price*
At the end of Q1 2026, 145 institutions reported holding Invesco Bulletshares 2028 HY (BSJS) in their 13F filings, up 8 from Q4 2025. 14 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($50.8M), Raymond James Financial Inc. ($34.9M) and Morgan Stanley ($26.1M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $27.1M |
| Exits | 7 | $2.8M |
All 13F filers, Q4 2025 → Q1 2026: 3,452,557 shares bought and 842,269 shares sold, net +2,610,288 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 145 holders
| LPL Financial LLC | 0.01% | Add +8.7% | 2,340,587 | $50.8M |
| Raymond James Financial Inc. | 0.01% | Add +44.7% | 1,610,747 | $34.9M |
| Morgan Stanley | 0.00% | Add +1.5% | 1,202,092 | $26.1M |
| Wells Fargo & Company | 0.01% | Add +8.7% | 1,182,087 | $25.6M |
| Cetera Investment Advisers | 0.02% | Add +29.7% | 755,566 | $16.4M |
| Osaic Holdings, Inc. | 0.02% | Add +72.2% | 593,186 | $12.9M |
| UBS Group AG | 0.00% | Add +19.5% | 590,222 | $12.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +24.1% | 572,726 | $12.4M |
| Ashton Thomas Private Wealth, LLC | 0.27% | New | 529,399 | $11.5M |
| Captrust Financial Advisors | 0.02% | Add +6.6% | 499,435 | $10.8M |
| HUB Investment Partners, LLC | 0.26% | Add +3.7% | 493,130 | $10.7M |
| Parkway Wealth Management Group, LLC | 1.29% | Add +14.4% | 465,029 | $10.2M |
| SFE Investment Counsel | 1.33% | Add +1.1% | 384,000 | $8.3M |
| Leo Wealth, LLC | 0.60% | Add +0.7% | 383,914 | $8.3M |
| Banta Asset Management LP | 7.23% | Add +4.4% | 331,520 | $7.2M |
| Advisory Alpha, LLC | 0.18% | Add +5.6% | 302,172 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.9% | 293,132 | $6.4M |
| Ameriprise Financial Inc. | 0.00% | Add +11.1% | 270,106 | $5.9M |
| GPM Growth Investors, Inc. | 2.33% | Add +0.9% | 255,074 | $5.5M |
| Verity Asset Management, Inc. | 2.29% | New | 251,431 | $5.5M |
| Royal Bank of Canada | 0.00% | Add +0.4% | 250,641 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.8% | 226,726 | $4.9M |
| Jones Financial Companies LLLP | 0.00% | Add +16.6% | 218,624 | $4.7M |
| Old Mission Capital LLC | 0.10% | Add +412.6% | 192,894 | $4.2M |
| Equitable Holdings, Inc. | 0.03% | Reduce -20.3% | 188,760 | $4.2M |
| Howard Wealth Management, LLC | 1.69% | Add +7.7% | 184,719 | $4.0M |
| MML Investors Services, LLC | 0.01% | Reduce -9.8% | 178,173 | $3.9M |
| Bank of America Corp. | 0.00% | Add +14.3% | 176,556 | $3.8M |
| Prospera Financial Services Inc | 0.05% | Add +2.0% | 152,105 | $3.3M |
| Kickstand Ventures, Llc. | 0.67% | New | 147,273 | $3.2M |
| Pacific Wealth Strategies Group, Inc. | 1.61% | Add +27.7% | 118,877 | $2.6M |
| Oder Investment Management, LLC | 1.93% | Add +49.4% | 116,076 | $2.5M |
| LBMC Investment Advisors, LLC | 0.15% | New | 111,907 | $2.4M |
| Ironwood Financial, llc | 0.40% | Reduce -0.8% | 105,655 | $2.3M |
| Invesco Ltd. | 0.00% | Reduce -5.3% | 103,631 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +0.7% | 100,714 | $2.2M |
| Strait & Sound Wealth Management LLC | 0.77% | Add +11.8% | 93,557 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.05% | Reduce -50.1% | 91,739 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -69.2% | 91,308 | $2.0M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Reduce -8.3% | 90,279 | $2.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.33% | Add +5.0% | 90,092 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.8% | 89,065 | $1.9M |
| Independent Advisor Alliance | 0.02% | New | 86,478 | $1.9M |
| S.E.E.D. Planning Group LLC | 0.49% | Add +2.0% | 77,528 | $1.7M |
| Ark Wealth Advisors LLC | 1.66% | Add +27.9% | 77,469 | $1.7M |
| Compound Planning, Inc. | 0.05% | Reduce -6.3% | 73,931 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +9.1% | 72,459 | $1.6M |
| Ashton Thomas Securities, LLC | 0.19% | Add +0.1% | 69,110 | $1.5M |
| Citadel Advisors | 0.00% | Add +109.2% | 68,214 | $1.5M |
| Independent Wealth Advisors LLC | 1.45% | Add +64.0% | 68,091 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -62.6% | 67,741 | $1.5M |
| Turning Point Benefit Group, Inc. | 0.91% | Reduce -9.3% | 65,538 | $1.4M |
| Sound Stewardship, LLC | 0.63% | Add +5.4% | 63,019 | $1.4M |
| Glass Jacobson Investment Advisors llc | 0.46% | Add +50.2% | 61,977 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -61.8% | 59,670 | $1.3M |
| Fca Corp. | 0.35% | Add +9.4% | 57,452 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Add +45.9% | 56,918 | $1.2M |
| Harbour Investments, Inc. | 0.02% | Add +4.3% | 56,202 | $1.2M |
| Intrua Financial, LLC | 0.13% | New | 55,610 | $1.2M |
| Segment Wealth Management, LLC | 0.07% | Reduce -0.4% | 54,110 | $1.2M |
| Legacy Financial Group LLC | 0.12% | Add +0.9% | 43,044 | $933K |
| Altrius Capital Management Inc | 0.18% | Reduce -2.1% | 42,261 | $916K |
| Vantage Point Financial LLC | 0.32% | Reduce -0.8% | 41,638 | $903K |
| Brookstone Capital Management | 0.01% | Add +17.1% | 39,935 | $866K |
| Sidoxia Capital Management, LLC | 0.74% | — | 39,473 | $856K |
| Private Advisor Group, LLC | 0.00% | Add +46.4% | 38,588 | $837K |
| Kovack Advisors, Inc. | 0.04% | Reduce -2.4% | 38,387 | $833K |
| Brown Advisory Inc. | 0.00% | Add +14.2% | 38,377 | $832K |
| Integrated Wealth Concepts LLC | 0.01% | Add +7.5% | 38,167 | $828K |
| Wagner Wealth Management, Corp | 0.74% | Add +35.2% | 37,960 | $823K |
| Clearstead Advisors, LLC | 0.01% | Add +19.6% | 36,944 | $801K |
| Shufro Rose & Co. LLC | 0.05% | Reduce -1.1% | 34,900 | $757K |
| Astoria Portfolio Advisors LLC. | 0.16% | Reduce -0.1% | 34,157 | $746K |
| AA Financial Advisors, LLC | 0.10% | Add +9.6% | 33,097 | $718K |
| Axim Planning & Wealth | 0.87% | Add +0.7% | 32,742 | $710K |
| Carnegie Investment Counsel | 0.01% | Add +14.0% | 30,875 | $670K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -11.0% | 30,862 | $669K |
| Jane Street Group, LLC | 0.00% | Reduce -67.8% | 30,405 | $659K |
| IMA Advisory Services, Inc. | 0.06% | Add +3.6% | 30,174 | $654K |
| Private Advisory Group LLC | 0.04% | Add +5.4% | 28,506 | $618K |
| Key Financial Inc | 0.11% | Add +19.5% | 28,277 | $613K |
| Net Worth Advisory Group | 0.13% | Add +5.3% | 28,212 | $612K |
| Ballew Advisors, Inc | 0.31% | No change | 25,316 | $554K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -43.8% | 25,126 | $547K |
| Vermillion & White Wealth Management Group, LLC | 0.31% | Add +0.3% | 24,482 | $531K |
| Kraft, Davis & Associates, LLC | 0.11% | Add +0.1% | 24,043 | $525K |
| Mirador Capital Partners LP | 0.07% | New | 23,291 | $505K |
| Valtinson Bruner Financial Planning LLC | 0.14% | Add +5.3% | 23,257 | $504K |
| Independent Financial Group, LLC | 0.01% | Add +15.1% | 23,193 | $503K |
| Topsail Wealth Management, LLC | 0.07% | Add +6.8% | 22,602 | $490K |
| Meriwether Wealth & Planning, LLC | 0.26% | Reduce -1.1% | 22,260 | $483K |
| AlphaStar Capital Management, LLC | 0.04% | Add +19.7% | 21,931 | $476K |
| Koss-Olinger Consulting, LLC | 0.04% | Add +17.6% | 21,766 | $472K |
| VestGen Advisors, LLC | 0.01% | Add +47.3% | 21,152 | $462K |
| Larson Financial Group LLC | 0.01% | Add +234.0% | 20,911 | $453K |
| 4Thought Financial Group Inc. | 0.21% | Reduce -0.6% | 19,711 | $427K |
| Ledgewood Wealth Advisors, LLC | 0.23% | Add +0.5% | 18,749 | $407K |
| Oppenheimer & Co. Inc. | 0.00% | Add +9.2% | 17,339 | $376K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -21.2% | 16,394 | $356K |
| Altium Investment Strategies LLC | 1.04% | — | 16,192 | $353K |
| Accurate Wealth Management, LLC | 0.04% | New | 16,192 | $353K |
| Mgo One Seven LLC | 0.01% | Reduce -6.5% | 15,344 | $333K |
| Wealthspire Retirement, LLC | 0.02% | Add +20.0% | 15,133 | $328K |
| Alaska Wealth Advisors, LLC | 0.04% | Add +1.5% | 15,113 | $328K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 14,707 | $319K |
| Tassel Capital Management, Inc. | 0.17% | Add +36.5% | 14,591 | $316K |
| Quad-Cities Investment Group, LLC | 0.12% | Add +28.3% | 13,971 | $303K |
| Capital Analysts, LLC | 0.01% | Add +0.1% | 13,675 | $297K |
| Geneos Wealth Management Inc. | 0.01% | Add +3.5% | 13,561 | $294K |
| Kestra Advisory Services, LLC | 0.00% | Add +120.3% | 12,713 | $276K |
| Cambridge Financial Group, LLC | 0.09% | New | 12,598 | $273K |
| Asset Dedication, LLC | 0.02% | Add +189.6% | 12,598 | $273K |
| BXM Wealth LLC | 0.20% | Add +1.2% | 11,997 | $260K |
| Wealth Quarterback LLC | 0.10% | Add +16.2% | 11,721 | $254K |
| Moneco Advisors, LLC | 0.02% | Reduce -21.6% | 10,556 | $229K |
| NewCorp Financial Services, Inc. | 0.19% | Add +1.8% | 9,933 | $215K |
| &partners | 0.00% | New | 9,250 | $201K |
| Anchor Investment Management, LLC | 0.02% | No change | 8,525 | $185K |
| Keating Financial Advisory Services, Inc. | 0.03% | Add +0.1% | 7,754 | $168K |
| Alaska Permanent Capital Management, LLC | 0.01% | Add +1.5% | 7,263 | $157K |
| Horizons Wealth Management | 0.06% | No change | 3,810 | $83K |
| AdvisorNet Financial, Inc | 0.00% | Add +10000.0% | 2,828 | $61K |
| Nalls Sherbakoff Group, LLC | 0.04% | Add +0.1% | 2,432 | $53K |
| WFA of San Diego, LLC | 0.04% | No change | 2,294 | $50K |
| Bank of Montreal | 0.00% | New | 2,251 | $49K |
| Wolff Wiese Magana LLC | 0.03% | Add +48.5% | 2,206 | $48K |
| Private Trust Co. NA | 0.00% | No change | 2,167 | $47K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -33.2% | 2,046 | $44K |
| CX Institutional | 0.00% | Add +1.5% | 1,928 | $42K |
| Intentional Wealth Strategies, LLC | 0.04% | — | 1,868 | $41K |
| Imprint Wealth LLC | 0.14% | No change | 1,429 | $31K |
| Sarver Vrooman Wealth Advisors | 0.02% | No change | 1,328 | $29K |
| Tradewinds Capital Management, LLC | 0.01% | Add +12.9% | 1,311 | $28K |
| Horizon Financial Services, LLC | 0.01% | No change | 1,311 | $28K |
| IFP Advisors, Inc | 0.00% | New | 1,300 | $28K |
| GAMMA Investing LLC | 0.00% | Reduce -35.7% | 1,232 | $27K |
| RHL Group, LLC | 0.01% | No change | 639 | $14K |
| Cwm, LLC | 0.00% | No change | 614 | $13K |
| Lodestone Wealth Management LLC | 0.01% | Add +1.4% | 584 | $13K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 427 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 427 | $9K |
| IFG Advisory, LLC | 0.02% | Reduce -97.5% | 400 | $9K |
| Allworth Financial LP | 0.00% | No change | 300 | $7K |
| Community Financial Services Group, LLC | 0.00% | New | 125 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.1% | 98 | $2K |
"% of holder's portfolio" is BSJS's weight in each manager's 13F, not the share of Invesco Bulletshares 2028 HY the manager owns.