Invesco Bulletshares 2029 HYBSJTETF
13F holders, Q3 2025 (September 30)89holders +4
14new positions
7sold out
$21.57avg. 13F price*
At the end of Q3 2025, 89 institutions reported holding Invesco Bulletshares 2029 HY (BSJT) in their 13F filings, up 4 from Q2 2025. 14 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($49.2M), Legacy Financial Group LLC ($15.7M) and Equitable Holdings, Inc. ($13.5M).
- Company
- Invesco Bulletshares 2029 HY
- CUSIP
- 46138J395
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $7.5M |
| Exits | 7 | $3.1M |
All 13F filers, Q2 2025 → Q3 2025: 1,762,441 shares bought and 474,647 shares sold, net +1,287,794 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| LPL Financial LLC | 0.01% | Add +21.7% | 2,280,939 | $49.2M |
| Legacy Financial Group LLC | 2.05% | Add +7.8% | 727,660 | $15.7M |
| Equitable Holdings, Inc. | 0.10% | Add +5.2% | 625,312 | $13.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +31.6% | 460,818 | $9.9M |
| Modern Wealth Management, LLC | 0.17% | Add +10.0% | 390,963 | $8.4M |
| Wells Fargo & Company | 0.00% | Add +150.8% | 367,115 | $7.9M |
| SFE Investment Counsel | 1.23% | Add +5.7% | 356,720 | $7.7M |
| Morgan Stanley | 0.00% | Add +3.5% | 346,878 | $7.5M |
| Osaic Holdings, Inc. | 0.01% | Add +18.5% | 336,312 | $7.2M |
| IMA Advisory Services, Inc. | 0.69% | Reduce 0.0% | 315,859 | $6.8M |
| GPM Growth Investors, Inc. | 1.81% | Reduce -0.8% | 218,448 | $4.7M |
| UBS Group AG | 0.00% | Add +68.5% | 209,400 | $4.5M |
| Advisory Alpha, LLC | 0.12% | Add +5.0% | 193,022 | $4.2M |
| Cetera Investment Advisers | 0.00% | Add +15.5% | 193,228 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Add +4.8% | 149,047 | $3.2M |
| Royal Bank of Canada | 0.00% | Add +12.8% | 148,435 | $3.2M |
| Moneco Advisors, LLC | 0.22% | Add +31.9% | 123,965 | $2.7M |
| Howard Wealth Management, LLC | 1.15% | Add +25.7% | 116,474 | $2.5M |
| Captrust Financial Advisors | 0.01% | New | 113,475 | $2.4M |
| Jane Street Group, LLC | 0.00% | Add +246.2% | 112,893 | $2.4M |
| Private Client Services, LLC | 0.81% | Reduce -1.3% | 112,114 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +42.9% | 101,176 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.8% | 90,429 | $2.0M |
| Prospera Financial Services Inc | 0.03% | Add +4.3% | 81,172 | $1.8M |
| Bank of America Corp. | 0.00% | Add +32.6% | 74,306 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -81.9% | 68,827 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +9.2% | 65,034 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +5.2% | 61,852 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -14.7% | 61,560 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +43.6% | 57,163 | $1.2M |
| Turning Point Benefit Group, Inc. | 0.69% | Add +54.6% | 52,591 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | New | 51,989 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Add +28.7% | 49,876 | $1.1M |
| Astoria Portfolio Advisors LLC. | 0.24% | Reduce -1.4% | 42,415 | $914K |
| Rovin Capital /Ut/ | 0.23% | Add +24.9% | 39,263 | $847K |
| Segment Wealth Management, LLC | 0.05% | Reduce -2.6% | 38,830 | $838K |
| HUB Investment Partners, LLC | 0.03% | Reduce -1.4% | 37,443 | $808K |
| Seaview Investment Managers LLC | 0.29% | New | 36,820 | $794K |
| Cambridge Financial Group, LLC | 0.25% | No change | 36,179 | $780K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +0.3% | 34,360 | $741K |
| Compound Planning, Inc. | 0.02% | Add +1.7% | 32,527 | $702K |
| Vantage Point Financial LLC | 0.26% | Reduce -9.4% | 31,314 | $675K |
| Brown Advisory Inc. | 0.00% | Add +110.0% | 29,706 | $641K |
| Vermillion & White Wealth Management Group, LLC | 0.35% | No change | 28,157 | $607K |
| Axim Planning & Wealth | 0.48% | New | 28,018 | $604K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +136.7% | 27,893 | $602K |
| Brookstone Capital Management | 0.01% | Add +1.0% | 27,430 | $592K |
| Private Advisory Group LLC | 0.05% | Add +21.9% | 27,019 | $583K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.8% | 25,551 | $552K |
| VestGen Advisors, LLC | 0.02% | Add +11.2% | 21,668 | $467K |
| 4Thought Financial Group Inc. | 0.23% | Reduce -0.0% | 21,405 | $462K |
| Topsail Wealth Management, LLC | 0.08% | Add +3.0% | 20,847 | $450K |
| Carrera Capital Advisors | 0.07% | Add +1.7% | 19,330 | $417K |
| Key Financial Inc | 0.07% | Add +15.0% | 17,830 | $385K |
| Hobbs Group Advisors, LLC | 0.12% | New | 17,595 | $380K |
| Pacific Wealth Strategies Group, Inc. | 0.23% | Add +13.1% | 17,515 | $378K |
| Ironwood Financial, llc | 0.06% | Add +24.2% | 16,697 | $360K |
| AlphaStar Capital Management, LLC | 0.03% | Add +2.8% | 16,542 | $357K |
| Independent Financial Group, LLC | 0.01% | Add +29.3% | 16,430 | $354K |
| Foundations Investment Advisors, LLC | 0.01% | New | 15,858 | $342K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.6% | 15,548 | $335K |
| Alaska Wealth Advisors, LLC | 0.04% | New | 15,063 | $325K |
| Farther Finance Advisors, LLC | 0.00% | Add +66.8% | 14,863 | $321K |
| Old Mission Capital LLC | 0.01% | New | 13,550 | $292K |
| Advyzon Investment Management, LLC | 0.05% | Add +10.6% | 12,442 | $268K |
| Fca Corp. | 0.07% | New | 12,352 | $266K |
| Bradley & Co. Private Wealth Management, LLC | 0.15% | No change | 12,270 | $265K |
| Geneos Wealth Management Inc. | 0.01% | Add +158.6% | 12,230 | $264K |
| Valtinson Bruner Financial Planning LLC | 0.07% | Add +0.7% | 11,612 | $250K |
| Carnegie Investment Counsel | 0.00% | New | 11,579 | $250K |
| Net Worth Advisory Group | 0.07% | Add +4.4% | 11,460 | $247K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 11,151 | $241K |
| F/m Investments LLC | 0.01% | New | 11,001 | $237K |
| Kestra Advisory Services, LLC | 0.00% | Add +11.9% | 10,485 | $226K |
| Meriwether Wealth & Planning, LLC | 0.12% | Add +1.5% | 9,994 | $216K |
| Asset Dedication, LLC | 0.01% | No change | 9,665 | $208K |
| Tassel Capital Management, Inc. | 0.13% | New | 9,408 | $203K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.2% | 9,162 | $198K |
| Larson Financial Group LLC | 0.01% | Add +1.7% | 8,817 | $190K |
| Capital Analysts, LLC | 0.00% | No change | 6,641 | $143K |
| Horizons Wealth Management | 0.05% | Add +84.1% | 3,420 | $74K |
| Anchor Investment Management, LLC | 0.00% | Add +465.1% | 2,430 | $52K |
| Horizon Financial Services, LLC | 0.01% | Reduce -17.3% | 1,342 | $29K |
| CX Institutional | 0.00% | New | 1,162 | $25K |
| Principal Securities, Inc. | 0.00% | No change | 1,127 | $24K |
| GAMMA Investing LLC | 0.00% | Reduce -9.6% | 922 | $20K |
| Comerica Bank | 0.00% | No change | 698 | $15K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 523 | $11K |
| Private Trust Co. NA | 0.00% | No change | 449 | $10K |
"% of holder's portfolio" is BSJT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 HY the manager owns.