Invesco Bulletshares 2029 HYBSJTETF
13F holders, Q3 2024 (September 30)42holders +7
9new positions
1sold out
$21.84avg. 13F price*
At the end of Q3 2024, 42 institutions reported holding Invesco Bulletshares 2029 HY (BSJT) in their 13F filings, up 7 from Q2 2024. 9 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($13.2M), Legacy Financial Group LLC ($10.5M) and Envestnet Asset Management Inc. ($8.6M).
- Company
- Invesco Bulletshares 2029 HY
- CUSIP
- 46138J395
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.2M |
| Exits | 1 | $15K |
All 13F filers, Q2 2024 → Q3 2024: 1,088,567 shares bought and 41,996 shares sold, net +1,046,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| LPL Financial LLC | 0.01% | Add +145.5% | 601,838 | $13.2M |
| Legacy Financial Group LLC | 2.02% | Add +26.2% | 480,611 | $10.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.9% | 392,078 | $8.6M |
| Equitable Holdings, Inc. | 0.08% | Add +56.5% | 390,658 | $8.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +15.9% | 355,146 | $7.7M |
| SFE Investment Counsel | 1.12% | Add +17.2% | 246,294 | $5.4M |
| Morgan Stanley | 0.00% | Add +46.3% | 174,240 | $3.8M |
| Howard Wealth Management, LLC | 1.00% | New | 78,396 | $1.7M |
| Moneco Advisors, LLC | 0.17% | Add +37.2% | 63,524 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -10.3% | 42,401 | $927K |
| Cetera Investment Advisers | 0.00% | Add +61.9% | 41,486 | $907K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +2.2% | 32,687 | $715K |
| Raymond James & Associates | 0.00% | Add +12.3% | 31,844 | $696K |
| UBS Group AG | 0.00% | Add +45.5% | 30,939 | $676K |
| Rovin Capital /Ut/ | 0.25% | Add +72.0% | 30,892 | $675K |
| HUB Investment Partners, LLC | 0.03% | Add +85.7% | 27,615 | $604K |
| Royal Bank of Canada | 0.00% | Add +2128.0% | 26,313 | $575K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +26.4% | 23,777 | $520K |
| Bank of America Corp. | 0.00% | Add +3.8% | 23,297 | $509K |
| Compound Planning, Inc. | 0.03% | Add +124.1% | 21,508 | $470K |
| 4Thought Financial Group Inc. | 0.29% | Reduce -0.1% | 21,352 | $467K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 21,222 | $464K |
| Wells Fargo & Company | 0.00% | Add +17.3% | 20,904 | $457K |
| Osaic Holdings, Inc. | 0.00% | Add +2.0% | 16,447 | $360K |
| Segment Wealth Management, LLC | 0.02% | Add +4.8% | 14,140 | $309K |
| Commonwealth Equity Services, LLC | 0.00% | New | 12,399 | $271K |
| Stephens Inc. | 0.00% | New | 12,182 | $266K |
| IMA Advisory Services, Inc. | 0.05% | New | 10,790 | $236K |
| Old Mission Capital LLC | 0.01% | Reduce -71.4% | 10,467 | $229K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -50.2% | 10,163 | $222K |
| Alaska Wealth Advisors, LLC | 0.03% | New | 9,175 | $201K |
| Larson Financial Group LLC | 0.01% | Add +118.2% | 8,050 | $176K |
| Capital Analysts, LLC | 0.01% | Add +135.9% | 6,493 | $142K |
| Key Financial Inc | 0.03% | Add +29.4% | 6,045 | $132K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.7% | 5,470 | $120K |
| GAMMA Investing LLC | 0.01% | Add +131.2% | 3,692 | $81K |
| Harbour Investments, Inc. | 0.00% | New | 2,350 | $51K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,930 | $42K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +692.4% | 523 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | Add +692.4% | 523 | $11K |
| NewEdge Advisors, LLC | 0.00% | No change | 201 | $4K |
| FMR LLC | 0.00% | New | 1 | $22 |
"% of holder's portfolio" is BSJT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 HY the manager owns.