Invesco Bulletshares 2029 HYBSJTETF
13F holders, Q4 2025 (December 31)103holders +14
13new positions
4sold out
$21.51avg. 13F price*
At the end of Q4 2025, 103 institutions reported holding Invesco Bulletshares 2029 HY (BSJT) in their 13F filings, up 14 from Q3 2025. 13 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($52.6M), Legacy Financial Group LLC ($17.6M) and Equitable Holdings, Inc. ($13.2M).
- Company
- Invesco Bulletshares 2029 HY
- CUSIP
- 46138J395
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $23.6M |
| Exits | 4 | $1.8M |
All 13F filers, Q3 2025 → Q4 2025: 2,607,770 shares bought and 380,594 shares sold, net +2,227,176 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| LPL Financial LLC | 0.01% | Add +7.2% | 2,444,246 | $52.6M |
| Legacy Financial Group LLC | 2.17% | Add +12.7% | 820,334 | $17.6M |
| Equitable Holdings, Inc. | 0.09% | Reduce -2.2% | 611,790 | $13.2M |
| Wells Fargo & Company | 0.00% | Add +62.0% | 594,865 | $12.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +1.9% | 469,461 | $10.1M |
| Leo Wealth, LLC | 0.66% | New | 421,448 | $9.1M |
| Modern Wealth Management, LLC | 0.16% | Add +3.9% | 406,333 | $8.7M |
| Cetera Investment Advisers | 0.01% | Add +106.3% | 398,548 | $8.6M |
| Morgan Stanley | 0.00% | Add +11.7% | 387,613 | $8.3M |
| Osaic Holdings, Inc. | 0.01% | Add +14.6% | 385,368 | $8.3M |
| IHT Wealth Management, LLC | 0.19% | New | 369,141 | $7.9M |
| SFE Investment Counsel | 1.21% | Add +1.5% | 362,072 | $7.8M |
| IMA Advisory Services, Inc. | 0.66% | Add +1.1% | 319,430 | $6.9M |
| Banta Asset Management LP | 5.98% | — | 305,020 | $6.6M |
| UBS Group AG | 0.00% | Add +38.5% | 289,944 | $6.2M |
| Advisory Alpha, LLC | 0.12% | Add +8.4% | 209,315 | $4.5M |
| Jane Street Group, LLC | 0.01% | Add +74.7% | 197,263 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Add +18.3% | 176,306 | $3.8M |
| Howard Wealth Management, LLC | 1.62% | Add +47.8% | 172,090 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +5.8% | 157,014 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +45.0% | 146,653 | $3.2M |
| Prospera Financial Services Inc | 0.05% | Add +61.8% | 131,333 | $2.8M |
| Oder Investment Management, LLC | 1.94% | New | 124,418 | $2.7M |
| Captrust Financial Advisors | 0.00% | Add +5.5% | 119,766 | $2.6M |
| Bank of America Corp. | 0.00% | Add +61.0% | 119,599 | $2.6M |
| Private Client Services, LLC | 0.78% | Add +3.9% | 116,454 | $2.5M |
| Moneco Advisors, LLC | 0.19% | Reduce -9.9% | 111,671 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.5% | 101,731 | $2.2M |
| HUB Investment Partners, LLC | 0.05% | Add +123.4% | 83,662 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Add +23.8% | 76,551 | $1.6M |
| Turning Point Benefit Group, Inc. | 0.83% | Add +41.2% | 74,243 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.5% | 71,206 | $1.5M |
| Ashton Thomas Securities, LLC | 0.28% | New | 69,520 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +1.3% | 65,905 | $1.4M |
| Harbour Investments, Inc. | 0.03% | Add +20.8% | 60,226 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -10.5% | 55,108 | $1.2M |
| Pacific Wealth Strategies Group, Inc. | 0.66% | Add +209.5% | 54,213 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -6.8% | 53,303 | $1.1M |
| Compound Planning, Inc. | 0.03% | Add +59.4% | 51,835 | $1.1M |
| Astoria Portfolio Advisors LLC. | 0.22% | Add +5.9% | 44,920 | $958K |
| Rovin Capital /Ut/ | 0.24% | Add +6.5% | 41,804 | $899K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +47.6% | 41,181 | $886K |
| Segment Wealth Management, LLC | 0.05% | Add +2.4% | 39,760 | $855K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +2.3% | 35,155 | $756K |
| Ark Wealth Advisors LLC | 0.76% | — | 32,745 | $704K |
| Axim Planning & Wealth | 0.75% | Add +16.7% | 32,703 | $703K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +26.9% | 32,433 | $701K |
| Vermillion & White Wealth Management Group, LLC | 0.38% | Add +14.0% | 32,091 | $691K |
| Clearstead Advisors, LLC | 0.01% | New | 31,714 | $682K |
| Vantage Point Financial LLC | 0.24% | Reduce -1.7% | 30,770 | $662K |
| Brookstone Capital Management | 0.01% | Add +12.1% | 30,743 | $661K |
| Brown Advisory Inc. | 0.00% | No change | 29,706 | $639K |
| Carnegie Investment Counsel | 0.01% | Add +151.6% | 29,129 | $627K |
| Private Advisory Group LLC | 0.05% | Reduce -0.8% | 26,810 | $577K |
| Topsail Wealth Management, LLC | 0.08% | Add +25.4% | 26,147 | $562K |
| Sax Wealth Advisors, LLC | 0.03% | New | 25,600 | $551K |
| Seaview Investment Managers LLC | 0.20% | Reduce -34.0% | 24,300 | $523K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +48.0% | 23,003 | $495K |
| Net Worth Advisory Group | 0.10% | Add +98.7% | 22,769 | $490K |
| Altrius Capital Management Inc | 0.10% | New | 22,134 | $476K |
| Farther Finance Advisors, LLC | 0.01% | Add +45.4% | 21,608 | $465K |
| Independent Financial Group, LLC | 0.01% | Add +28.2% | 21,070 | $453K |
| 4Thought Financial Group Inc. | 0.22% | Reduce -5.2% | 20,287 | $436K |
| Carrera Capital Advisors | 0.07% | Add +1.7% | 19,652 | $423K |
| Key Financial Inc | 0.07% | Add +6.5% | 18,995 | $409K |
| Ironwood Financial, llc | 0.06% | Add +5.8% | 17,673 | $382K |
| AlphaStar Capital Management, LLC | 0.03% | Add +6.8% | 17,671 | $380K |
| Sound Stewardship, LLC | 0.17% | New | 16,008 | $344K |
| Alaska Wealth Advisors, LLC | 0.04% | Add +1.7% | 15,314 | $329K |
| VestGen Advisors, LLC | 0.01% | Reduce -32.2% | 14,692 | $316K |
| Integrated Wealth Concepts LLC | 0.00% | New | 14,669 | $316K |
| Advyzon Investment Management, LLC | 0.04% | Add +14.2% | 14,208 | $306K |
| Fca Corp. | 0.08% | Add +9.2% | 13,491 | $290K |
| Cambridge Financial Group, LLC | 0.10% | Reduce -63.4% | 13,257 | $285K |
| Kestra Advisory Services, LLC | 0.00% | Add +22.3% | 12,826 | $276K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Add +8.2% | 12,569 | $270K |
| Bradley & Co. Private Wealth Management, LLC | 0.14% | No change | 12,270 | $264K |
| Geneos Wealth Management Inc. | 0.01% | No change | 12,230 | $263K |
| Tassel Capital Management, Inc. | 0.16% | Add +28.8% | 12,117 | $261K |
| Old Mission Capital LLC | 0.01% | Reduce -12.7% | 11,831 | $254K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -25.9% | 11,747 | $253K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +7.0% | 11,927 | $235K |
| GPM Growth Investors, Inc. | 0.09% | Reduce -95.1% | 10,683 | $230K |
| Wagner Wealth Management, Corp | 0.22% | — | 10,366 | $223K |
| Meriwether Wealth & Planning, LLC | 0.12% | Add +2.9% | 10,287 | $221K |
| Asset Dedication, LLC | 0.01% | No change | 9,665 | $208K |
| Bitterroot Capital Advisors LLC | 0.11% | — | 7,561 | $163K |
| Larson Financial Group LLC | 0.01% | Reduce -19.9% | 7,058 | $152K |
| Keating Financial Advisory Services, Inc. | 0.02% | — | 6,874 | $148K |
| Capital Analysts, LLC | 0.00% | Reduce -2.2% | 6,493 | $140K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -32.1% | 6,221 | $134K |
| Comerica Bank | 0.00% | Add +573.1% | 4,698 | $101K |
| Horizons Wealth Management | 0.05% | Add +5.0% | 3,592 | $77K |
| Anchor Investment Management, LLC | 0.00% | No change | 2,430 | $52K |
| Private Trust Co. NA | 0.00% | Add +328.7% | 1,925 | $41K |
| Horizon Financial Services, LLC | 0.01% | No change | 1,342 | $29K |
| CX Institutional | 0.00% | Add +3.5% | 1,203 | $26K |
| Wolff Wiese Magana LLC | 0.01% | New | 1,000 | $22K |
| GAMMA Investing LLC | 0.00% | Add +3.3% | 952 | $20K |
| Cwm, LLC | 0.00% | New | 628 | $14K |
"% of holder's portfolio" is BSJT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 HY the manager owns.