Invesco Bulletshares 2029 HYBSJTETF
13F holders, Q2 2026 (June 30)119holders +8
16new positions
4sold out
1famous investor
$21.13avg. 13F price*
At the end of Q2 2026, 119 institutions reported holding Invesco Bulletshares 2029 HY (BSJT) in their 13F filings, up 8 from Q1 2026. 16 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($67.4M), Legacy Financial Group LLC ($19.4M) and Wells Fargo & Company ($18.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bulletshares 2029 HY
- CUSIP
- 46138J395
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $18.7M |
| Exits | 4 | $2.0M |
All 13F filers, Q1 2026 → Q2 2026: 2,536,012 shares bought and 1,070,854 shares sold, net +1,465,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| LPL Financial LLC | 0.02% | Add +10.8% | 3,190,068 | $67.4M |
| Legacy Financial Group LLC | 2.18% | Add +9.1% | 916,872 | $19.4M |
| Wells Fargo & Company | 0.00% | Add +6.8% | 854,287 | $18.1M |
| Cetera Investment Advisers | 0.01% | Add +26.3% | 733,237 | $15.5M |
| Raymond James Financial Inc. | 0.00% | Add +184.4% | 530,950 | $11.2M |
| UBS Group AG | 0.00% | Add +2.0% | 493,312 | $10.4M |
| Equitable Holdings, Inc. | 0.06% | Reduce -20.8% | 477,171 | $10.1M |
| Morgan Stanley | 0.00% | Add +14.8% | 476,655 | $10.1M |
| Osaic Holdings, Inc. | 0.01% | Add +19.3% | 429,143 | $9.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +5.3% | 425,062 | $9.0M |
| Modern Wealth Management, LLC | 0.10% | Add +1.2% | 413,738 | $8.7M |
| Avior Wealth Management, LLC | 0.22% | New | 399,608 | $8.4M |
| SFE Investment Counsel | 1.10% | Add +3.3% | 378,154 | $8.0M |
| Stablepoint Partners, LLC | 1.00% | Add +6.8% | 340,722 | $7.2M |
| Banta Asset Management LP | 6.09% | Add +1.3% | 322,870 | $6.8M |
| IHT Wealth Management, LLC | 0.12% | Reduce -30.0% | 273,721 | $5.8M |
| Captrust Financial Advisors | 0.01% | Reduce -24.9% | 261,376 | $5.5M |
| Advisory Alpha, LLC | 0.12% | Add +5.5% | 229,603 | $4.9M |
| Jones Financial Companies LLLP | 0.00% | Add +13.3% | 221,527 | $4.7M |
| Howard Wealth Management, LLC | 1.62% | Add +12.4% | 207,945 | $4.4M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 176,754 | $3.7M |
| Oder Investment Management, LLC | 2.44% | Add +18.5% | 172,234 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +39.8% | 160,565 | $3.4M |
| Pacific Wealth Strategies Group, Inc. | 1.90% | Add +104.8% | 156,249 | $3.3M |
| Kinetic Wealth Investment Advisors LLC | 1.52% | — | 153,011 | $3.2M |
| F/m Investments LLC | 0.16% | New | 146,475 | $3.1M |
| Prospera Financial Services Inc | 0.04% | Add +0.7% | 140,130 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Add +25.7% | 128,185 | $2.7M |
| Bank of America Corp. | 0.00% | Add +4.9% | 120,133 | $2.5M |
| LBMC Investment Advisors, LLC | 0.13% | Add +0.1% | 115,583 | $2.4M |
| Turning Point Benefit Group, Inc. | 1.02% | Add +65.6% | 112,136 | $2.4M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +188.5% | 99,217 | $2.1M |
| S.E.E.D. Planning Group LLC | 0.52% | Add +22.1% | 93,701 | $2.0M |
| Moneco Advisors, LLC | 0.12% | Reduce -1.8% | 93,213 | $2.0M |
| Insigneo Advisory Services, LLC | 0.07% | New | 91,705 | $1.9M |
| Private Client Services, LLC | 0.43% | Reduce -35.5% | 77,171 | $1.6M |
| NewEdge Advisors, LLC | 0.00% | Add +3.3% | 75,177 | $1.6M |
| Harbour Investments, Inc. | 0.02% | Add +1.3% | 71,895 | $1.5M |
| Ashton Thomas Securities, LLC | 0.22% | Add +0.2% | 69,705 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.9% | 68,165 | $1.4M |
| Seaview Investment Managers LLC | 0.43% | Add +38.6% | 67,629 | $1.4M |
| HUB Investment Partners, LLC | 0.02% | Add +4.0% | 62,312 | $1.3M |
| Sound Stewardship, LLC | 0.53% | Add +13.0% | 61,115 | $1.3M |
| Old Mission Capital LLC | 0.03% | New | 54,139 | $1.1M |
| Compound Planning, Inc. | 0.03% | Add +0.3% | 52,624 | $1.1M |
| Altrius Capital Management Inc | 0.20% | Add +76.3% | 50,434 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +3.7% | 48,387 | $1.0M |
| Astoria Portfolio Advisors LLC. | 0.16% | Reduce -0.5% | 44,664 | $944K |
| Verity Asset Management, Inc. | 0.35% | New | 43,917 | $928K |
| Intrua Financial, LLC | 0.09% | Add +5.6% | 43,653 | $922K |
| Ark Wealth Advisors LLC | 0.80% | Reduce -3.3% | 42,788 | $904K |
| Segment Wealth Management, LLC | 0.05% | Add +0.3% | 42,570 | $900K |
| Wagner Wealth Management, Corp | 0.67% | Add +11.2% | 39,409 | $833K |
| Brookstone Capital Management | 0.01% | Add +3.1% | 38,469 | $813K |
| Clearstead Advisors, LLC | 0.01% | Reduce -0.8% | 37,797 | $799K |
| Axim Planning & Wealth | 0.97% | Reduce -3.6% | 32,565 | $688K |
| Vermillion & White Wealth Management Group, LLC | 0.35% | Add +1.3% | 32,549 | $688K |
| Private Advisory Group LLC | 0.04% | Add +45.6% | 32,502 | $687K |
| Vantage Point Financial LLC | 0.21% | Add +4.6% | 32,373 | $684K |
| Tassel Capital Management, Inc. | 0.29% | Add +76.4% | 29,641 | $626K |
| Tudor Financial Inc. | 0.28% | New | 29,468 | $623K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -6.8% | 28,923 | $611K |
| Independent Financial Group, LLC | 0.01% | Add +19.8% | 28,598 | $604K |
| Topsail Wealth Management, LLC | 0.08% | Add +1.1% | 28,161 | $595K |
| Citadel Advisors | 0.00% | Add +68.8% | 25,557 | $540K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 25,600 | $538K |
| Key Financial Inc | 0.09% | Add +18.7% | 25,392 | $537K |
| Kestra Advisory Services, LLC | 0.00% | New | 25,106 | $530K |
| VestGen Advisors, LLC | 0.01% | Add +9.5% | 24,052 | $508K |
| Farnam Financial LLC | 0.35% | New | 22,724 | $480K |
| Brown Advisory Inc. | 0.00% | Reduce -29.7% | 20,870 | $441K |
| 4Thought Financial Group Inc. | 0.20% | Add +4.9% | 20,631 | $436K |
| Fca Corp. | 0.11% | Add +12.4% | 20,520 | $434K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -21.8% | 19,841 | $419K |
| Carnegie Investment Counsel | 0.01% | Reduce -40.6% | 19,629 | $415K |
| AlphaStar Capital Management, LLC | 0.03% | Add +1.3% | 18,855 | $398K |
| Integrated Wealth Concepts LLC | 0.00% | Add +7.3% | 18,521 | $391K |
| Net Worth Advisory Group | 0.09% | Reduce -35.9% | 17,733 | $375K |
| Stifel Financial Corp. | 0.00% | Reduce -42.8% | 17,701 | $374K |
| Ironwood Financial, llc | 0.06% | Add +5.3% | 17,364 | $366K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.5% | 17,185 | $363K |
| Alaska Wealth Advisors, LLC | 0.04% | Add +1.6% | 15,816 | $334K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Add +0.5% | 14,837 | $314K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -55.7% | 14,075 | $297K |
| Cambridge Financial Group, LLC | 0.09% | Reduce -43.8% | 13,398 | $283K |
| Asset Dedication, LLC | 0.02% | Reduce -43.8% | 13,398 | $283K |
| TD Waterhouse Canada Inc. | 0.00% | Add +209.8% | 12,700 | $268K |
| Meriwether Wealth & Planning, LLC | 0.13% | No change | 12,675 | $268K |
| Bradley & Co. Private Wealth Management, LLC | 0.12% | No change | 12,270 | $259K |
| Foundations Investment Advisors, LLC | 0.00% | Add +2.2% | 12,079 | $255K |
| Wealthspire Retirement, LLC | 0.01% | New | 11,968 | $253K |
| Jane Street Group, LLC | 0.00% | Reduce -93.5% | 11,694 | $247K |
| Atria Investments, Inc | 0.00% | Add +7.9% | 11,690 | $247K |
| Wealth Quarterback LLC | 0.08% | Add +14.9% | 11,523 | $243K |
| Shufro Rose & Co. LLC | 0.01% | New | 11,500 | $243K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 11,081 | $234K |
| Geneos Wealth Management Inc. | 0.00% | No change | 11,050 | $233K |
| Janney Montgomery Scott LLC | 0.00% | New | 11,003 | $233K |
| Mgo One Seven LLC | 0.00% | New | 11,001 | $232K |
| Advyzon Investment Management, LLC | 0.02% | Reduce -7.4% | 10,570 | $223K |
| &partners | 0.00% | New | 9,593 | $203K |
| Capital Analysts, LLC | 0.00% | No change | 9,046 | $191K |
| Larson Financial Group LLC | 0.00% | Add +1.6% | 7,290 | $154K |
| Keating Financial Advisory Services, Inc. | 0.02% | Add +0.1% | 6,890 | $146K |
| Fifth Third Bancorp | 0.00% | No change | 4,698 | $99K |
| Bitterroot Capital Advisors LLC | 0.05% | Add +1.6% | 4,138 | $87K |
| IFP Advisors, Inc | 0.00% | New | 4,058 | $86K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -44.1% | 3,551 | $75K |
| Wolff Wiese Magana LLC | 0.03% | Add +19.3% | 2,909 | $61K |
| Anchor Investment Management, LLC | 0.00% | No change | 2,430 | $51K |
| Private Trust Co. NA | 0.00% | No change | 2,175 | $46K |
| Horizon Financial Services, LLC | 0.01% | No change | 1,342 | $28K |
| International Assets Investment Management, LLC | 0.00% | New | 1,149 | $24K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 501 | $11K |
| CX Institutional | 0.00% | Reduce -71.4% | 349 | $7K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -100.0% | 127 | $3K |
| Community Financial Services Group, LLC | 0.00% | No change | 125 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 121 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 4 | $89 |
"% of holder's portfolio" is BSJT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 HY the manager owns.