Invesco Bulletshares 2029 HYBSJTETF
13F holders, Q4 2024 (December 31)58holders +16
16new positions
3sold out
$21.39avg. 13F price*
At the end of Q4 2024, 58 institutions reported holding Invesco Bulletshares 2029 HY (BSJT) in their 13F filings, up 16 from Q3 2024. 16 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($19.6M), Legacy Financial Group LLC ($14.1M) and Equitable Holdings, Inc. ($9.9M).
- Company
- Invesco Bulletshares 2029 HY
- CUSIP
- 46138J395
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $12.8M |
| Exits | 3 | $429K |
All 13F filers, Q3 2024 → Q4 2024: 1,753,211 shares bought and 40,529 shares sold, net +1,712,682 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| LPL Financial LLC | 0.01% | Add +51.9% | 914,358 | $19.6M |
| Legacy Financial Group LLC | 2.29% | Add +37.5% | 660,589 | $14.1M |
| Equitable Holdings, Inc. | 0.09% | Add +17.9% | 460,469 | $9.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.3% | 397,222 | $8.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -3.5% | 342,588 | $7.3M |
| SFE Investment Counsel | 1.35% | Add +20.4% | 296,536 | $6.3M |
| Morgan Stanley | 0.00% | Add +56.7% | 273,055 | $5.8M |
| GPM Growth Investors, Inc. | 1.86% | New | 205,888 | $4.4M |
| Advisory Alpha, LLC | 0.12% | New | 151,108 | $3.2M |
| Jane Street Group, LLC | 0.00% | Add +229.2% | 139,598 | $3.0M |
| Cetera Investment Advisers | 0.01% | Add +220.4% | 132,903 | $2.8M |
| Raymond James Financial Inc. | 0.00% | — | 105,764 | $2.3M |
| Wells Fargo & Company | 0.00% | Add +389.1% | 102,245 | $2.2M |
| Howard Wealth Management, LLC | 1.10% | Add +21.7% | 95,389 | $2.0M |
| Moneco Advisors, LLC | 0.15% | Add +6.2% | 67,472 | $1.4M |
| Prospera Financial Services Inc | 0.03% | New | 65,372 | $1.4M |
| UBS Group AG | 0.00% | Add +38.9% | 42,959 | $919K |
| Independent Advisor Alliance | 0.01% | New | 42,225 | $903K |
| Osaic Holdings, Inc. | 0.00% | Add +156.5% | 42,193 | $902K |
| Royal Bank of Canada | 0.00% | Add +51.7% | 39,915 | $854K |
| Segment Wealth Management, LLC | 0.06% | Add +168.1% | 37,910 | $811K |
| Commonwealth Equity Services, LLC | 0.00% | Add +191.7% | 36,166 | $774K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +0.7% | 32,906 | $704K |
| HUB Investment Partners, LLC | 0.03% | Add +15.6% | 31,927 | $683K |
| Rovin Capital /Ut/ | 0.24% | Add +0.6% | 31,069 | $665K |
| Bank of America Corp. | 0.00% | Add +29.0% | 30,045 | $643K |
| Brookstone Capital Management | 0.01% | New | 29,857 | $639K |
| Harbour Investments, Inc. | 0.02% | Add +1080.9% | 27,751 | $594K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +13.0% | 23,990 | $513K |
| Compound Planning, Inc. | 0.02% | Add +1.7% | 21,881 | $468K |
| 4Thought Financial Group Inc. | 0.29% | Add +2.3% | 21,842 | $467K |
| Ameriprise Financial Inc. | 0.00% | New | 19,912 | $426K |
| Advyzon Investment Management, LLC | 0.14% | — | 17,197 | $368K |
| Astoria Portfolio Advisors LLC. | 0.12% | New | 16,370 | $350K |
| AlphaStar Capital Management, LLC | 0.04% | New | 16,184 | $346K |
| Topsail Wealth Management, LLC | 0.06% | — | 14,105 | $302K |
| Leo Wealth, LLC | 0.03% | New | 13,941 | $298K |
| Tassel Capital Management, Inc. | 0.25% | — | 12,995 | $278K |
| Ironwood Financial, llc | 0.06% | New | 12,741 | $273K |
| Stephens Inc. | 0.00% | No change | 12,182 | $261K |
| Vantage Point Financial LLC | 0.14% | — | 12,032 | $257K |
| IMA Advisory Services, Inc. | 0.03% | Add +5.8% | 11,416 | $244K |
| Foundations Investment Advisors, LLC | 0.00% | New | 10,234 | $219K |
| Key Financial Inc | 0.05% | Add +65.2% | 9,985 | $214K |
| Larson Financial Group LLC | 0.01% | Reduce -4.5% | 7,690 | $165K |
| JPMorgan Chase & Co. | 0.00% | New | 7,500 | $160K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -26.5% | 7,470 | $160K |
| Capital Analysts, LLC | 0.01% | Add +2.3% | 6,641 | $142K |
| GAMMA Investing LLC | 0.01% | Add +29.3% | 4,772 | $102K |
| Geneos Wealth Management Inc. | 0.00% | Add +81.9% | 3,510 | $75K |
| NewEdge Advisors, LLC | 0.00% | Add +908.0% | 2,026 | $43K |
| Horizon Financial Services, LLC | 0.02% | New | 1,984 | $42K |
| Horizons Wealth Management | 0.03% | New | 1,858 | $40K |
| Ancora Advisors LLC | 0.00% | New | 1,683 | $36K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 523 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 523 | $11K |
| Private Trust Co. NA | 0.00% | New | 356 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -96.4% | 195 | $4K |
"% of holder's portfolio" is BSJT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 HY the manager owns.