Invesco Bulletshares 2029 HYBSJTETF
13F holders, Q1 2025 (March 31)70holders +12
17new positions
6sold out
$21.07avg. 13F price*
At the end of Q1 2025, 70 institutions reported holding Invesco Bulletshares 2029 HY (BSJT) in their 13F filings, up 12 from Q4 2024. 17 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($27.5M), Legacy Financial Group LLC ($14.6M) and Equitable Holdings, Inc. ($11.6M).
- Company
- Invesco Bulletshares 2029 HY
- CUSIP
- 46138J395
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $10.8M |
| Exits | 6 | $4.7M |
All 13F filers, Q4 2024 → Q1 2025: 1,982,335 shares bought and 255,664 shares sold, net +1,726,671 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| LPL Financial LLC | 0.01% | Add +42.7% | 1,305,008 | $27.5M |
| Legacy Financial Group LLC | 2.24% | Add +4.6% | 690,857 | $14.6M |
| Equitable Holdings, Inc. | 0.11% | Add +20.0% | 552,552 | $11.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.5% | 371,188 | $7.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +2.5% | 351,183 | $7.4M |
| SFE Investment Counsel | 1.34% | Add +7.4% | 318,528 | $6.7M |
| Morgan Stanley | 0.00% | Add +15.7% | 315,778 | $6.7M |
| IMA Advisory Services, Inc. | 0.77% | Add +2583.6% | 306,363 | $6.5M |
| GPM Growth Investors, Inc. | 1.98% | Add +3.8% | 213,788 | $4.5M |
| Cetera Investment Advisers | 0.01% | Add +33.7% | 177,641 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +318.2% | 176,446 | $3.7M |
| Advisory Alpha, LLC | 0.12% | Add +10.9% | 167,516 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +39.3% | 142,470 | $3.0M |
| Kaye Capital Management | 1.21% | New | 141,153 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Add +18.5% | 125,377 | $2.6M |
| Howard Wealth Management, LLC | 1.12% | Reduce -0.3% | 95,154 | $2.0M |
| UBS Group AG | 0.00% | Add +88.0% | 80,786 | $1.7M |
| Summit Investment Advisors, Inc. | 1.46% | New | 78,613 | $1.6M |
| Bank of Montreal | 0.00% | New | 75,533 | $1.6M |
| Prospera Financial Services Inc | 0.04% | Add +14.3% | 74,754 | $1.6M |
| Moneco Advisors, LLC | 0.15% | Add +4.4% | 70,459 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +74.4% | 63,086 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +2821.7% | 59,194 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +29305.1% | 57,340 | $1.2M |
| Astoria Portfolio Advisors LLC. | 0.39% | Add +236.3% | 55,052 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Add +161.7% | 52,118 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +23.9% | 49,448 | $1.0M |
| Segment Wealth Management, LLC | 0.06% | Add +5.3% | 39,915 | $841K |
| Old Mission Capital LLC | 0.02% | New | 39,494 | $833K |
| Bank of America Corp. | 0.00% | Add +30.5% | 39,209 | $827K |
| Vermillion & White Wealth Management Group, LLC | 0.58% | New | 38,204 | $805K |
| HUB Investment Partners, LLC | 0.03% | Add +16.0% | 37,043 | $781K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +1.4% | 33,365 | $703K |
| Vantage Point Financial LLC | 0.35% | Add +174.9% | 33,077 | $697K |
| Harbour Investments, Inc. | 0.02% | Add +17.5% | 32,616 | $688K |
| Rovin Capital /Ut/ | 0.21% | Add +1.1% | 31,394 | $662K |
| Brookstone Capital Management | 0.01% | Reduce -5.9% | 28,102 | $592K |
| Private Advisory Group LLC | 0.06% | New | 26,695 | $563K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.6% | 26,302 | $554K |
| Compound Planning, Inc. | 0.02% | Add +1.6% | 22,240 | $469K |
| 4Thought Financial Group Inc. | 0.29% | Add +1.3% | 22,122 | $466K |
| Turning Point Benefit Group, Inc. | 0.39% | New | 20,588 | $418K |
| Stifel Financial Corp. | 0.00% | New | 19,560 | $412K |
| Jones Financial Companies LLLP | 0.00% | New | 19,289 | $407K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -2.1% | 15,840 | $334K |
| Stephens Inc. | 0.00% | Add +26.8% | 15,447 | $326K |
| Topsail Wealth Management, LLC | 0.06% | Add +4.1% | 14,687 | $310K |
| VestGen Advisors, LLC | 0.01% | — | 14,005 | $295K |
| Ironwood Financial, llc | 0.06% | Add +5.5% | 13,441 | $283K |
| Independent Financial Group, LLC | 0.01% | New | 12,209 | $257K |
| Advyzon Investment Management, LLC | 0.09% | Reduce -31.0% | 11,864 | $250K |
| Valtinson Bruner Financial Planning LLC | 0.08% | New | 11,457 | $242K |
| Key Financial Inc | 0.05% | Add +13.1% | 11,290 | $238K |
| Tyler-Stone Wealth Management | 0.04% | New | 10,500 | $221K |
| Net Worth Advisory Group | 0.06% | New | 9,628 | $203K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +21.2% | 9,052 | $191K |
| Larson Financial Group LLC | 0.01% | Add +10.7% | 8,514 | $179K |
| JPMorgan Chase & Co. | 0.00% | No change | 7,500 | $158K |
| Capital Analysts, LLC | 0.01% | Reduce -2.2% | 6,493 | $137K |
| MorganRosel Wealth Management, LLC | 0.04% | New | 6,014 | $127K |
| GAMMA Investing LLC | 0.01% | Reduce -19.6% | 3,835 | $81K |
| Geneos Wealth Management Inc. | 0.00% | Add +4.0% | 3,650 | $77K |
| Cwm, LLC | 0.00% | New | 2,382 | $50K |
| Horizons Wealth Management | 0.03% | No change | 1,858 | $39K |
| Horizon Financial Services, LLC | 0.02% | Reduce -10.2% | 1,782 | $38K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 523 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 523 | $11K |
| Anchor Investment Management, LLC | 0.00% | New | 430 | $9K |
| Private Trust Co. NA | 0.00% | Add +3.4% | 368 | $8K |
| FMR LLC | 0.00% | New | 1 | $21 |
"% of holder's portfolio" is BSJT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 HY the manager owns.