Invesco Bulletshares 2030 HYBSJUETF
13F holders, Q4 2024 (December 31)35holders +4
5new positions
1sold out
$25.68avg. 13F price*
At the end of Q4 2024, 35 institutions reported holding Invesco Bulletshares 2030 HY (BSJU) in their 13F filings, up 4 from Q3 2024. 5 opened new positions and 1 sold out. The largest holders were RPg Family Wealth Advisory, LLC ($7.0M), Trinity Legacy Partners, LLC ($6.5M) and Morgan Stanley ($6.4M).
- Company
- Invesco Bulletshares 2030 HY
- CUSIP
- 46139W841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.5M |
| Exits | 1 | $2K |
All 13F filers, Q3 2024 → Q4 2024: 350,500 shares bought and 37,487 shares sold, net +313,013 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| RPg Family Wealth Advisory, LLC | 2.48% | Add +4.3% | 273,409 | $7.0M |
| Trinity Legacy Partners, LLC | 1.68% | Reduce -9.8% | 253,446 | $6.5M |
| Morgan Stanley | 0.00% | Add +13.9% | 247,692 | $6.4M |
| LPL Financial LLC | 0.00% | Add +1.3% | 226,855 | $5.8M |
| Jane Street Group, LLC | 0.01% | Add +159.9% | 129,998 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.0% | 122,162 | $3.1M |
| Equitable Holdings, Inc. | 0.03% | Add +320.0% | 103,496 | $2.7M |
| SFE Investment Counsel | 0.53% | Add +224.2% | 98,090 | $2.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | New | 26,604 | $683K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.5% | 23,491 | $603K |
| Moneco Advisors, LLC | 0.06% | Add +2.3% | 22,086 | $567K |
| Raymond James Financial Inc. | 0.00% | — | 19,080 | $490K |
| 4Thought Financial Group Inc. | 0.29% | Add +2.4% | 18,295 | $470K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.0% | 17,409 | $447K |
| UBS Group AG | 0.00% | No change | 16,698 | $429K |
| Ameriprise Financial Inc. | 0.00% | New | 15,510 | $398K |
| HUB Investment Partners, LLC | 0.02% | Add +29.3% | 15,018 | $386K |
| Royal Bank of Canada | 0.00% | Add +18.2% | 13,000 | $334K |
| Bank of America Corp. | 0.00% | Add +4.8% | 11,954 | $307K |
| Segment Wealth Management, LLC | 0.02% | New | 11,860 | $305K |
| Old Mission Capital LLC | 0.01% | Reduce -41.5% | 11,816 | $303K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.5% | 11,440 | $294K |
| Capital Analysts, LLC | 0.00% | No change | 4,150 | $107K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.9% | 3,883 | $100K |
| BlackRock, Inc. | 0.00% | New | 3,318 | $85K |
| Key Financial Inc | 0.02% | No change | 2,870 | $74K |
| Geneos Wealth Management Inc. | 0.00% | New | 2,445 | $63K |
| Ancora Advisors LLC | 0.00% | Add +0.7% | 1,394 | $36K |
| Larson Financial Group LLC | 0.00% | Add +168.6% | 1,222 | $31K |
| GAMMA Investing LLC | 0.00% | No change | 626 | $16K |
| Asset Dedication, LLC | 0.00% | No change | 300 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 161 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 68 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 55 | $1K |
| Wells Fargo & Company | 0.00% | Reduce -99.8% | 1 | $37 |
"% of holder's portfolio" is BSJU's weight in each manager's 13F, not the share of Invesco Bulletshares 2030 HY the manager owns.