Invesco Bulletshares 2029 HYBSJTETF
13F holders, Q2 2025 (June 30)85holders +15
19new positions
4sold out
$21.52avg. 13F price*
At the end of Q2 2025, 85 institutions reported holding Invesco Bulletshares 2029 HY (BSJT) in their 13F filings, up 15 from Q1 2025. 19 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($40.3M), Legacy Financial Group LLC ($14.5M) and Equitable Holdings, Inc. ($12.8M).
- Company
- Invesco Bulletshares 2029 HY
- CUSIP
- 46138J395
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $17.0M |
| Exits | 4 | $2.6M |
All 13F filers, Q1 2025 → Q2 2025: 2,167,290 shares bought and 190,533 shares sold, net +1,976,757 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| LPL Financial LLC | 0.01% | Add +43.6% | 1,874,078 | $40.3M |
| Legacy Financial Group LLC | 2.03% | Reduce -2.3% | 674,903 | $14.5M |
| Equitable Holdings, Inc. | 0.11% | Add +7.6% | 594,497 | $12.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.4% | 379,932 | $8.2M |
| Kaye Capital Management | 2.94% | Add +151.9% | 355,560 | $7.7M |
| Modern Wealth Management, LLC | 0.19% | New | 355,560 | $7.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -0.3% | 350,032 | $7.5M |
| SFE Investment Counsel | 1.28% | Add +6.0% | 337,617 | $7.3M |
| Morgan Stanley | 0.00% | Add +6.1% | 335,159 | $7.2M |
| IMA Advisory Services, Inc. | 0.73% | Add +3.1% | 315,864 | $6.8M |
| Osaic Holdings, Inc. | 0.01% | Add +60.8% | 283,742 | $6.1M |
| GPM Growth Investors, Inc. | 1.88% | Add +3.0% | 220,224 | $4.7M |
| Advisory Alpha, LLC | 0.12% | Add +9.8% | 183,877 | $4.0M |
| Cetera Investment Advisers | 0.01% | Reduce -5.8% | 167,241 | $3.6M |
| Wells Fargo & Company | 0.00% | Add +2.7% | 146,351 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Add +13.4% | 142,219 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +166.1% | 131,561 | $2.8M |
| UBS Group AG | 0.00% | Add +53.8% | 124,276 | $2.7M |
| Private Client Services, LLC | 0.95% | New | 113,603 | $2.4M |
| Moneco Advisors, LLC | 0.19% | Add +33.4% | 94,004 | $2.0M |
| Howard Wealth Management, LLC | 1.01% | Reduce -2.6% | 92,631 | $2.0M |
| Summit Investment Advisors, Inc. | 1.54% | Add +11.1% | 87,324 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +34.3% | 84,700 | $1.8M |
| Prospera Financial Services Inc | 0.03% | Add +4.1% | 77,806 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +25.9% | 72,164 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +267.0% | 70,796 | $1.5M |
| Leo Wealth, LLC | 0.10% | New | 62,384 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 62,156 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +0.7% | 59,584 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Add +12.8% | 58,788 | $1.3M |
| Bank of America Corp. | 0.00% | Add +42.9% | 56,023 | $1.2M |
| Astoria Portfolio Advisors LLC. | 0.26% | Reduce -21.8% | 43,027 | $923K |
| Segment Wealth Management, LLC | 0.05% | Reduce -0.1% | 39,880 | $858K |
| Stifel Financial Corp. | 0.00% | Add +103.5% | 39,807 | $857K |
| Harbour Investments, Inc. | 0.02% | Add +18.8% | 38,755 | $834K |
| HUB Investment Partners, LLC | 0.03% | Add +2.5% | 37,963 | $817K |
| Cambridge Financial Group, LLC | 0.29% | New | 36,179 | $779K |
| Vantage Point Financial LLC | 0.33% | Add +4.5% | 34,579 | $744K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +2.7% | 34,268 | $737K |
| Turning Point Benefit Group, Inc. | 0.55% | Add +65.3% | 34,026 | $732K |
| Jane Street Group, LLC | 0.00% | New | 32,607 | $702K |
| Compound Planning, Inc. | 0.03% | Add +43.8% | 31,972 | $688K |
| Rovin Capital /Ut/ | 0.20% | Add +0.1% | 31,423 | $676K |
| Vermillion & White Wealth Management Group, LLC | 0.39% | Reduce -26.3% | 28,157 | $606K |
| Brookstone Capital Management | 0.01% | Reduce -3.3% | 27,169 | $585K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.0% | 26,562 | $572K |
| Private Advisory Group LLC | 0.04% | Reduce -17.0% | 22,160 | $477K |
| 4Thought Financial Group Inc. | 0.24% | Reduce -3.2% | 21,412 | $461K |
| Topsail Wealth Management, LLC | 0.08% | Add +37.8% | 20,237 | $436K |
| VestGen Advisors, LLC | 0.02% | Add +39.1% | 19,479 | $418K |
| Carrera Capital Advisors | 0.08% | New | 19,000 | $409K |
| AlphaStar Capital Management, LLC | 0.02% | Add +1.6% | 16,098 | $346K |
| Key Financial Inc | 0.07% | Add +37.4% | 15,510 | $334K |
| Pacific Wealth Strategies Group, Inc. | 0.22% | New | 15,485 | $331K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 14,729 | $317K |
| Brown Advisory Inc. | 0.00% | New | 14,148 | $304K |
| Ironwood Financial, llc | 0.06% | No change | 13,441 | $283K |
| Independent Financial Group, LLC | 0.01% | Add +4.0% | 12,704 | $273K |
| Bradley & Co. Private Wealth Management, LLC | 0.16% | New | 12,270 | $264K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 11,783 | $254K |
| Stephens Inc. | 0.00% | Reduce -24.1% | 11,722 | $252K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Add +0.7% | 11,535 | $248K |
| Advyzon Investment Management, LLC | 0.05% | Reduce -5.2% | 11,253 | $242K |
| Net Worth Advisory Group | 0.05% | Add +14.0% | 10,980 | $236K |
| Tyler-Stone Wealth Management | 0.04% | No change | 10,500 | $226K |
| Meriwether Wealth & Planning, LLC | 0.13% | New | 9,850 | $212K |
| Asset Dedication, LLC | 0.02% | New | 9,665 | $208K |
| Kestra Advisory Services, LLC | 0.00% | New | 9,368 | $202K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 9,052 | $195K |
| Farther Finance Advisors, LLC | 0.00% | New | 8,911 | $192K |
| Larson Financial Group LLC | 0.01% | Add +1.8% | 8,667 | $187K |
| Capital Analysts, LLC | 0.00% | Add +2.3% | 6,641 | $143K |
| MorganRosel Wealth Management, LLC | 0.04% | No change | 6,014 | $129K |
| Geneos Wealth Management Inc. | 0.00% | Add +29.6% | 4,730 | $102K |
| Horizons Wealth Management | 0.03% | No change | 1,858 | $40K |
| Horizon Financial Services, LLC | 0.02% | Reduce -9.0% | 1,622 | $35K |
| Principal Securities, Inc. | 0.00% | New | 1,127 | $24K |
| GAMMA Investing LLC | 0.00% | Reduce -73.4% | 1,020 | $22K |
| Comerica Bank | 0.00% | New | 698 | $15K |
| 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% | Add +22.0% | 449 | $10K |
| Anchor Investment Management, LLC | 0.00% | No change | 430 | $9K |
| AE Wealth Management LLC | 0.00% | New | 25 | $538 |
| FMR LLC | 0.00% | No change | 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.