Invesco Bulletshares 2030 HYBSJUETF
13F holders, Q2 2026 (June 30)73holders −4
4new positions
6sold out
1famous investor
$25.81avg. 13F price*
At the end of Q2 2026, 73 institutions reported holding Invesco Bulletshares 2030 HY (BSJU) in their 13F filings, down 4 from Q1 2026. 4 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($26.8M), Legacy Financial Group LLC ($16.6M) and Mercer Global Advisors Inc. ($10.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bulletshares 2030 HY
- CUSIP
- 46139W841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.3M |
| Exits | 6 | $2.6M |
All 13F filers, Q1 2026 → Q2 2026: 1,143,854 shares bought and 263,543 shares sold, net +880,311 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| LPL Financial LLC | 0.01% | Add +66.2% | 1,037,638 | $26.8M |
| Legacy Financial Group LLC | 1.87% | Add +15.0% | 645,037 | $16.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +4.4% | 395,164 | $10.2M |
| Trinity Legacy Partners, LLC | 2.00% | Add +6.9% | 387,313 | $10.0M |
| Equitable Holdings, Inc. | 0.06% | Add +12.9% | 377,986 | $9.8M |
| SFE Investment Counsel | 0.98% | Add +9.6% | 274,568 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Add +71.0% | 255,425 | $6.6M |
| GPM Growth Investors, Inc. | 2.72% | Add +15.6% | 251,932 | $6.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +30.1% | 225,239 | $5.8M |
| Morgan Stanley | 0.00% | Add +10.4% | 222,549 | $5.7M |
| Cetera Investment Advisers | 0.01% | Add +25.4% | 217,271 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Add +24.7% | 165,411 | $4.3M |
| Howard Wealth Management, LLC | 1.54% | Add +11.9% | 160,988 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Add +12.1% | 156,880 | $4.0M |
| Jones Financial Companies LLLP | 0.00% | Add +35.9% | 154,350 | $4.0M |
| RPg Family Wealth Advisory, LLC | 0.64% | Reduce -50.4% | 149,328 | $3.9M |
| Advisory Alpha, LLC | 0.09% | Add +1.1% | 148,157 | $3.8M |
| Wells Fargo & Company | 0.00% | Add +26.2% | 139,278 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 127,338 | $3.3M |
| Kinetic Wealth Investment Advisors LLC | 1.47% | — | 120,413 | $3.1M |
| Turning Point Benefit Group, Inc. | 1.04% | Add +63.7% | 93,853 | $2.4M |
| LBMC Investment Advisors, LLC | 0.13% | Add +0.0% | 91,126 | $2.4M |
| Milestones Private Investment Advisors LLC | 1.87% | Reduce -0.8% | 91,115 | $2.4M |
| Harbour Investments, Inc. | 0.03% | Add +0.6% | 78,538 | $2.0M |
| Bank of America Corp. | 0.00% | Add +21.4% | 70,474 | $1.8M |
| Prospera Financial Services Inc | 0.03% | Add +1.9% | 67,984 | $1.8M |
| NewEdge Advisors, LLC | 0.00% | Add +3.9% | 60,156 | $1.6M |
| Altrius Capital Management Inc | 0.29% | Add +0.7% | 60,133 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +37.6% | 30,907 | $798K |
| Brookstone Capital Management | 0.01% | Reduce -0.7% | 30,451 | $786K |
| Tudor Financial Inc. | 0.31% | New | 26,723 | $690K |
| Private Advisory Group LLC | 0.04% | Add +14.8% | 26,647 | $688K |
| Axim Planning & Wealth | 0.97% | Reduce -2.1% | 26,541 | $685K |
| Independent Financial Group, LLC | 0.01% | Add +23.6% | 26,307 | $679K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.4% | 25,906 | $669K |
| UBS Group AG | 0.00% | Add +1.1% | 25,645 | $662K |
| Keel Point, LLC | 0.04% | No change | 25,352 | $654K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -4.3% | 25,166 | $650K |
| Ark Wealth Advisors LLC | 0.54% | Reduce -3.3% | 23,497 | $606K |
| Mgo One Seven LLC | 0.01% | Add +0.0% | 23,308 | $602K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.4% | 22,546 | $582K |
| VestGen Advisors, LLC | 0.01% | Add +12.0% | 19,806 | $511K |
| HUB Investment Partners, LLC | 0.01% | Add +3.3% | 19,555 | $505K |
| Simplicity Wealth,LLC | 0.02% | Add +75.7% | 18,001 | $465K |
| Segment Wealth Management, LLC | 0.02% | No change | 17,730 | $458K |
| 4Thought Financial Group Inc. | 0.21% | Add +4.9% | 17,011 | $439K |
| Capital Analysts, LLC | 0.01% | No change | 15,479 | $400K |
| Alaska Wealth Advisors, LLC | 0.04% | Add +1.8% | 15,072 | $389K |
| AlphaStar Capital Management, LLC | 0.02% | Add +0.5% | 15,003 | $387K |
| Topsail Wealth Management, LLC | 0.05% | Add +4.3% | 14,762 | $381K |
| Citadel Advisors | 0.00% | Add +5.3% | 14,543 | $375K |
| Clearstead Advisors, LLC | 0.00% | Reduce -0.3% | 14,325 | $370K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.9% | 13,853 | $358K |
| Tassel Capital Management, Inc. | 0.15% | New | 12,704 | $328K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Add +15.3% | 11,795 | $304K |
| Geneos Wealth Management Inc. | 0.01% | Add +93.7% | 10,404 | $269K |
| Meriwether Wealth & Planning, LLC | 0.13% | No change | 9,975 | $257K |
| Wealth Quarterback LLC | 0.08% | Add +17.9% | 9,486 | $245K |
| Net Worth Advisory Group | 0.06% | Reduce -32.2% | 9,179 | $237K |
| Savvy Advisors, Inc. | 0.00% | New | 8,607 | $222K |
| IMA Advisory Services, Inc. | 0.01% | No change | 8,494 | $219K |
| Alaska Permanent Capital Management, LLC | 0.01% | No change | 8,229 | $212K |
| Key Financial Inc | 0.03% | No change | 8,205 | $212K |
| Keating Financial Advisory Services, Inc. | 0.02% | No change | 5,725 | $148K |
| Larson Financial Group LLC | 0.00% | Add +0.7% | 2,712 | $70K |
| Gilpin Wealth Management, LLC | 0.04% | No change | 2,044 | $53K |
| Asset Dedication, LLC | 0.00% | Reduce -57.4% | 1,724 | $44K |
| Bitterroot Capital Advisors LLC | 0.02% | Add +1.7% | 970 | $25K |
| International Assets Investment Management, LLC | 0.00% | New | 753 | $19K |
| Community Financial Services Group, LLC | 0.00% | No change | 125 | $3K |
| Private Trust Co. NA | 0.00% | No change | 86 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 55 | $1K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 4 | $108 |
"% of holder's portfolio" is BSJU's weight in each manager's 13F, not the share of Invesco Bulletshares 2030 HY the manager owns.