Invesco Bulletshares 2030 HYBSJUETF
13F holders, Q1 2025 (March 31)43holders +8
9new positions
1sold out
$25.54avg. 13F price*
At the end of Q1 2025, 43 institutions reported holding Invesco Bulletshares 2030 HY (BSJU) in their 13F filings, up 8 from Q4 2024. 9 opened new positions and 1 sold out. The largest holders were Trinity Legacy Partners, LLC ($8.5M), RPg Family Wealth Advisory, LLC ($7.4M) and LPL Financial LLC ($7.0M).
- Company
- Invesco Bulletshares 2030 HY
- CUSIP
- 46139W841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.4M |
| Exits | 1 | $303K |
All 13F filers, Q4 2024 → Q1 2025: 449,352 shares bought and 115,336 shares sold, net +334,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Trinity Legacy Partners, LLC | 2.15% | Add +29.9% | 329,294 | $8.5M |
| RPg Family Wealth Advisory, LLC | 2.10% | Add +6.0% | 289,745 | $7.4M |
| LPL Financial LLC | 0.00% | Add +21.9% | 276,541 | $7.0M |
| Morgan Stanley | 0.00% | Add +8.2% | 267,951 | $6.8M |
| Equitable Holdings, Inc. | 0.05% | Add +84.4% | 190,839 | $4.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.7% | 126,720 | $3.2M |
| SFE Investment Counsel | 0.64% | Add +29.0% | 126,513 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +109.6% | 39,996 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Add +145.8% | 38,132 | $972K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +29.0% | 30,299 | $772K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +4.8% | 27,872 | $710K |
| Jane Street Group, LLC | 0.00% | Reduce -78.7% | 27,687 | $706K |
| Legacy Financial Group LLC | 0.09% | New | 22,344 | $570K |
| Moneco Advisors, LLC | 0.06% | Reduce -4.3% | 21,126 | $539K |
| Osaic Holdings, Inc. | 0.00% | Add +78.2% | 20,386 | $520K |
| 4Thought Financial Group Inc. | 0.29% | Add +1.2% | 18,522 | $472K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.6% | 18,385 | $469K |
| Keel Point, LLC | 0.04% | New | 18,393 | $469K |
| HUB Investment Partners, LLC | 0.02% | Add +14.7% | 17,223 | $439K |
| Rovin Capital /Ut/ | 0.14% | New | 16,793 | $428K |
| UBS Group AG | 0.00% | Reduce -1.5% | 16,449 | $419K |
| Bank of America Corp. | 0.00% | Add +18.6% | 14,182 | $362K |
| Segment Wealth Management, LLC | 0.02% | Add +11.0% | 13,165 | $336K |
| Royal Bank of Canada | 0.00% | No change | 13,000 | $331K |
| Jones Financial Companies LLLP | 0.00% | New | 11,437 | $292K |
| VestGen Advisors, LLC | 0.01% | — | 10,688 | $272K |
| Envestnet Asset Management Inc. | 0.00% | New | 8,105 | $207K |
| IMA Advisory Services, Inc. | 0.02% | New | 6,885 | $175K |
| Harbour Investments, Inc. | 0.00% | New | 6,445 | $164K |
| Capital Analysts, LLC | 0.00% | No change | 4,150 | $106K |
| Larson Financial Group LLC | 0.01% | Add +237.5% | 4,124 | $105K |
| MorganRosel Wealth Management, LLC | 0.03% | New | 4,116 | $105K |
| BlackRock, Inc. | 0.00% | No change | 3,318 | $85K |
| Key Financial Inc | 0.02% | No change | 2,870 | $73K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,445 | $62K |
| Wells Fargo & Company | 0.00% | Add +197700.0% | 1,978 | $50K |
| Ancora Advisors LLC | 0.00% | No change | 1,394 | $36K |
| 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 |
| FMR LLC | 0.00% | New | 1 | $25 |
"% of holder's portfolio" is BSJU's weight in each manager's 13F, not the share of Invesco Bulletshares 2030 HY the manager owns.