Invesco Bulletshares 2028 HYBSJSETF
13F holders, Q2 2026 (June 30)139holders −6
7new positions
11sold out
1famous investor
$21.75avg. 13F price*
At the end of Q2 2026, 139 institutions reported holding Invesco Bulletshares 2028 HY (BSJS) in their 13F filings, down 6 from Q1 2026. 7 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($56.2M), Raymond James Financial Inc. ($32.3M) and Morgan Stanley ($27.2M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.0M |
| Exits | 11 | $9.9M |
All 13F filers, Q1 2026 → Q2 2026: 2,501,416 shares bought and 1,197,540 shares sold, net +1,303,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 139 holders
| LPL Financial LLC | 0.01% | Add +10.3% | 2,582,802 | $56.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.9% | 1,483,280 | $32.3M |
| Morgan Stanley | 0.00% | Add +4.0% | 1,250,796 | $27.2M |
| Wells Fargo & Company | 0.00% | Add +4.9% | 1,239,662 | $27.0M |
| Cetera Investment Advisers | 0.02% | Add +15.7% | 873,931 | $19.0M |
| Osaic Holdings, Inc. | 0.02% | Add +22.5% | 726,891 | $15.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +9.9% | 629,699 | $13.7M |
| Mirador Capital Partners LP | 1.49% | Add +2308.3% | 560,921 | $12.2M |
| Captrust Financial Advisors | 0.02% | Add +10.2% | 550,103 | $12.0M |
| Ashton Thomas Private Wealth, LLC | 0.25% | Add +2.7% | 543,796 | $11.8M |
| HUB Investment Partners, LLC | 0.21% | Add +4.3% | 514,180 | $11.2M |
| Parkway Wealth Management Group, LLC | 1.17% | Add +0.6% | 467,842 | $10.2M |
| UBS Group AG | 0.00% | Reduce -23.1% | 454,105 | $9.9M |
| SFE Investment Counsel | 1.17% | Add +1.8% | 390,757 | $8.5M |
| Banta Asset Management LP | 6.47% | Add +0.6% | 333,370 | $7.2M |
| Advisory Alpha, LLC | 0.17% | Add +8.3% | 327,100 | $7.1M |
| Verity Asset Management, Inc. | 2.58% | Add +24.6% | 313,387 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.8% | 304,273 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Add +12.6% | 304,230 | $6.6M |
| GPM Growth Investors, Inc. | 2.17% | Reduce -6.1% | 239,447 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.0% | 235,729 | $5.1M |
| Jones Financial Companies LLLP | 0.00% | Add +7.6% | 235,148 | $5.1M |
| MML Investors Services, LLC | 0.01% | Add +29.5% | 230,713 | $5.0M |
| Jane Street Group, LLC | 0.00% | Add +605.6% | 214,541 | $4.7M |
| Howard Wealth Management, LLC | 1.68% | Add +12.8% | 208,429 | $4.5M |
| Bank of America Corp. | 0.00% | Add +16.1% | 205,059 | $4.5M |
| Royal Bank of Canada | 0.00% | Reduce -20.1% | 200,397 | $4.4M |
| Intrua Financial, LLC | 0.38% | Add +231.5% | 184,340 | $4.0M |
| Kinetic Wealth Investment Advisors LLC | 1.87% | — | 182,767 | $4.0M |
| Tower Research Capital LLC (TRC) | 0.09% | Add +94.3% | 178,219 | $3.9M |
| Pacific Wealth Strategies Group, Inc. | 1.97% | Add +32.6% | 157,603 | $3.4M |
| Prospera Financial Services Inc | 0.05% | Add +0.3% | 152,568 | $3.3M |
| Oder Investment Management, LLC | 1.99% | Add +17.1% | 135,898 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Reduce -35.8% | 121,236 | $2.6M |
| LBMC Investment Advisors, LLC | 0.13% | Add +0.0% | 111,946 | $2.4M |
| Strait & Sound Wealth Management LLC | 0.84% | Add +17.4% | 109,848 | $2.4M |
| Turning Point Benefit Group, Inc. | 1.02% | Add +66.1% | 108,839 | $2.4M |
| Ironwood Financial, llc | 0.35% | Reduce -2.0% | 103,581 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +2.5% | 103,215 | $2.2M |
| Invesco Ltd. | 0.00% | Reduce -9.4% | 93,835 | $2.0M |
| S.E.E.D. Planning Group LLC | 0.54% | Add +20.7% | 93,606 | $2.0M |
| Glass Jacobson Investment Advisors llc | 0.58% | Add +38.8% | 85,992 | $1.9M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -5.2% | 85,549 | $1.9M |
| NewEdge Advisors, LLC | 0.00% | Add +3.3% | 74,831 | $1.6M |
| Compound Planning, Inc. | 0.04% | Add +0.3% | 74,175 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.9% | 73,978 | $1.6M |
| Independent Wealth Advisors LLC | 1.40% | Add +4.7% | 71,279 | $1.5M |
| Fca Corp. | 0.37% | Add +20.6% | 69,274 | $1.5M |
| Ashton Thomas Securities, LLC | 0.22% | Add +0.1% | 69,200 | $1.5M |
| Ark Wealth Advisors LLC | 1.33% | Reduce -11.0% | 68,975 | $1.5M |
| Sound Stewardship, LLC | 0.59% | Add +3.8% | 65,395 | $1.4M |
| Accurate Wealth Management, LLC | 0.12% | Add +255.1% | 57,497 | $1.3M |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.2% | 57,031 | $1.2M |
| Shufro Rose & Co. LLC | 0.07% | Add +61.6% | 56,400 | $1.2M |
| Harbour Investments, Inc. | 0.02% | No change | 56,202 | $1.2M |
| Altium Investment Strategies LLC | 1.72% | Add +237.7% | 54,672 | $1.2M |
| Segment Wealth Management, LLC | 0.06% | Reduce -1.0% | 53,585 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Add +315.9% | 52,874 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +33.1% | 51,344 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -28.2% | 48,992 | $1.1M |
| Sidoxia Capital Management, LLC | 0.77% | Add +22.3% | 48,255 | $1.0M |
| Legacy Financial Group LLC | 0.11% | Add +7.6% | 46,330 | $1.0M |
| Vantage Point Financial LLC | 0.28% | Add +1.7% | 42,362 | $921K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -53.9% | 42,098 | $915K |
| Wagner Wealth Management, Corp | 0.73% | Add +9.8% | 41,693 | $907K |
| Altrius Capital Management Inc | 0.17% | Reduce -3.9% | 40,607 | $883K |
| Old Mission Capital LLC | 0.02% | Reduce -79.1% | 40,243 | $875K |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.6% | 39,549 | $860K |
| Brown Advisory Inc. | 0.00% | No change | 38,377 | $835K |
| AA Financial Advisors, LLC | 0.10% | Add +14.1% | 37,762 | $821K |
| Clearstead Advisors, LLC | 0.01% | Reduce -0.9% | 36,618 | $796K |
| Brookstone Capital Management | 0.01% | Reduce -9.8% | 36,026 | $783K |
| Farnam Financial LLC | 0.55% | New | 34,724 | $755K |
| Larson Financial Group LLC | 0.02% | Add +65.1% | 34,527 | $751K |
| Kovack Advisors, Inc. | 0.04% | Reduce -11.1% | 34,112 | $742K |
| Astoria Portfolio Advisors LLC. | 0.12% | Reduce -0.8% | 33,897 | $737K |
| Quad-Cities Investment Group, LLC | 0.26% | Add +138.5% | 33,321 | $725K |
| Key Financial Inc | 0.11% | Add +11.2% | 31,456 | $684K |
| Axim Planning & Wealth | 0.96% | Reduce -4.7% | 31,220 | $679K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -5.7% | 29,094 | $633K |
| Wealthspire Retirement, LLC | 0.03% | Add +90.9% | 28,892 | $628K |
| Private Advisory Group LLC | 0.03% | Add +1.2% | 28,851 | $627K |
| Independent Financial Group, LLC | 0.01% | Add +20.0% | 27,842 | $605K |
| Ballew Advisors, Inc | 0.28% | No change | 25,316 | $552K |
| Vermillion & White Wealth Management Group, LLC | 0.27% | Add +1.0% | 24,737 | $538K |
| Kraft, Davis & Associates, LLC | 0.11% | Add +0.1% | 24,069 | $524K |
| Valtinson Bruner Financial Planning LLC | 0.13% | Add +0.5% | 23,363 | $508K |
| VestGen Advisors, LLC | 0.01% | Add +9.6% | 23,174 | $504K |
| Topsail Wealth Management, LLC | 0.06% | No change | 22,602 | $491K |
| Meriwether Wealth & Planning, LLC | 0.24% | No change | 22,260 | $484K |
| AlphaStar Capital Management, LLC | 0.03% | Add +1.4% | 22,235 | $483K |
| Koss-Olinger Consulting, LLC | 0.04% | Add +1.5% | 22,091 | $480K |
| Carnegie Investment Counsel | 0.01% | Reduce -29.7% | 21,695 | $472K |
| 4Thought Financial Group Inc. | 0.21% | Add +4.8% | 20,662 | $449K |
| Net Worth Advisory Group | 0.11% | Reduce -31.4% | 19,351 | $421K |
| Tassel Capital Management, Inc. | 0.19% | Add +29.3% | 18,862 | $410K |
| Ledgewood Wealth Advisors, LLC | 0.22% | Add +0.5% | 18,842 | $410K |
| Mgo One Seven LLC | 0.01% | Add +18.4% | 18,171 | $395K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -1.4% | 17,087 | $372K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.8% | 16,690 | $363K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 16,247 | $353K |
| Alaska Wealth Advisors, LLC | 0.04% | Add +1.5% | 15,343 | $334K |
| BXM Wealth LLC | 0.18% | Add +26.2% | 15,137 | $329K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -41.2% | 14,775 | $322K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 14,707 | $320K |
| IFG Advisory, LLC | 0.01% | Add +3514.3% | 14,457 | $314K |
| Capital Analysts, LLC | 0.01% | Add +0.2% | 13,698 | $298K |
| Geneos Wealth Management Inc. | 0.01% | No change | 13,561 | $295K |
| Wealth Quarterback LLC | 0.09% | Add +12.2% | 13,150 | $286K |
| &partners | 0.00% | Add +34.1% | 12,403 | $270K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 11,649 | $253K |
| NewCorp Financial Services, Inc. | 0.17% | Add +5.0% | 10,429 | $227K |
| Cambridge Financial Group, LLC | 0.07% | Reduce -18.1% | 10,318 | $224K |
| Asset Dedication, LLC | 0.01% | Reduce -18.1% | 10,318 | $224K |
| Anchor Investment Management, LLC | 0.02% | Add +17.6% | 10,025 | $218K |
| Savvy Advisors, Inc. | 0.00% | New | 9,720 | $211K |
| Denver PWM, LLC | 0.07% | New | 9,450 | $206K |
| Janney Montgomery Scott LLC | 0.00% | New | 9,357 | $203K |
| Moneco Advisors, LLC | 0.01% | Reduce -12.8% | 9,202 | $200K |
| Keating Financial Advisory Services, Inc. | 0.02% | Add +0.1% | 7,761 | $169K |
| Alaska Permanent Capital Management, LLC | 0.01% | Add +1.5% | 7,373 | $160K |
| AdvisorNet Financial, Inc | 0.01% | Add +104.3% | 5,778 | $126K |
| Wolff Wiese Magana LLC | 0.03% | Add +31.1% | 2,893 | $63K |
| IFP Advisors, Inc | 0.00% | Add +121.5% | 2,880 | $63K |
| Nalls Sherbakoff Group, LLC | 0.04% | Add +1.1% | 2,458 | $53K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,046 | $44K |
| International Assets Investment Management, LLC | 0.00% | New | 1,815 | $39K |
| Imprint Wealth LLC | 0.13% | No change | 1,429 | $31K |
| CX Institutional | 0.00% | Reduce -28.9% | 1,371 | $30K |
| Sarver Vrooman Wealth Advisors | 0.02% | No change | 1,328 | $29K |
| Horizon Financial Services, LLC | 0.01% | No change | 1,311 | $29K |
| Tradewinds Capital Management, LLC | 0.01% | Reduce -1.8% | 1,288 | $28K |
| GAMMA Investing LLC | 0.00% | No change | 1,232 | $27K |
| Private Trust Co. NA | 0.00% | Reduce -46.1% | 1,167 | $25K |
| RHL Group, LLC | 0.01% | No change | 639 | $14K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 427 | $9K |
| Allworth Financial LP | 0.00% | No change | 300 | $7K |
| Community Financial Services Group, LLC | 0.00% | No change | 125 | $3K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -99.9% | 30 | $667 |
"% of holder's portfolio" is BSJS's weight in each manager's 13F, not the share of Invesco Bulletshares 2028 HY the manager owns.