Invesco Bulletshares 2030 HYBSJUETF
13F holders, Q2 2025 (June 30)46holders +3
6new positions
4sold out
$26.00avg. 13F price*
At the end of Q2 2025, 46 institutions reported holding Invesco Bulletshares 2030 HY (BSJU) in their 13F filings, up 3 from Q1 2025. 6 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($13.6M), Legacy Financial Group LLC ($10.3M) and Trinity Legacy Partners, LLC ($8.7M).
- Company
- Invesco Bulletshares 2030 HY
- CUSIP
- 46139W841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $8.6M |
| Exits | 4 | $806K |
All 13F filers, Q1 2025 → Q2 2025: 1,398,533 shares bought and 40,859 shares sold, net +1,357,674 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| LPL Financial LLC | 0.00% | Add +89.1% | 523,003 | $13.6M |
| Legacy Financial Group LLC | 1.44% | Add +1670.0% | 395,490 | $10.3M |
| Trinity Legacy Partners, LLC | 2.12% | Add +2.1% | 336,228 | $8.7M |
| RPg Family Wealth Advisory, LLC | 2.05% | Add +2.2% | 296,187 | $7.7M |
| Morgan Stanley | 0.00% | Add +5.0% | 281,467 | $7.3M |
| Mercer Global Advisors Inc. | 0.02% | New | 258,300 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +2866.9% | 240,471 | $6.3M |
| Equitable Holdings, Inc. | 0.05% | Add +24.6% | 237,888 | $6.2M |
| SFE Investment Counsel | 0.72% | Add +23.5% | 156,243 | $4.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.3% | 129,608 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Add +34.4% | 53,772 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +21.3% | 46,256 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +267.4% | 42,019 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +84.8% | 37,680 | $980K |
| Milestones Private Investment Advisors LLC | 0.66% | — | 34,508 | $898K |
| Old Mission Capital LLC | 0.02% | New | 30,648 | $797K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +6.3% | 29,633 | $771K |
| Bank of America Corp. | 0.00% | Add +104.2% | 28,966 | $754K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -21.8% | 23,701 | $617K |
| Moneco Advisors, LLC | 0.05% | Reduce -9.1% | 19,210 | $500K |
| Mgo One Seven LLC | 0.02% | New | 18,921 | $492K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.0% | 18,762 | $488K |
| Keel Point, LLC | 0.03% | No change | 18,393 | $478K |
| 4Thought Financial Group Inc. | 0.25% | Reduce -3.3% | 17,910 | $466K |
| HUB Investment Partners, LLC | 0.02% | Reduce -0.6% | 17,122 | $445K |
| Rovin Capital /Ut/ | 0.13% | Add +0.1% | 16,810 | $437K |
| UBS Group AG | 0.00% | No change | 16,449 | $428K |
| Harbour Investments, Inc. | 0.01% | Add +144.1% | 15,730 | $409K |
| VestGen Advisors, LLC | 0.02% | Add +37.7% | 14,720 | $382K |
| Segment Wealth Management, LLC | 0.02% | Add +4.7% | 13,780 | $358K |
| Royal Bank of Canada | 0.00% | No change | 13,000 | $338K |
| Alaska Permanent Capital Management, LLC | 0.02% | New | 8,229 | $214K |
| BridgePort Financial Solutions, LLC | 0.07% | New | 7,856 | $204K |
| Farther Finance Advisors, LLC | 0.00% | New | 7,352 | $191K |
| IMA Advisory Services, Inc. | 0.02% | No change | 6,885 | $179K |
| Key Financial Inc | 0.03% | Add +124.7% | 6,450 | $168K |
| Wells Fargo & Company | 0.00% | Add +225.0% | 6,428 | $167K |
| Capital Analysts, LLC | 0.00% | No change | 4,150 | $108K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 4,141 | $108K |
| MorganRosel Wealth Management, LLC | 0.03% | No change | 4,116 | $107K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,445 | $64K |
| Ancora Advisors LLC | 0.00% | No change | 1,394 | $36K |
| 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 |
"% of holder's portfolio" is BSJU's weight in each manager's 13F, not the share of Invesco Bulletshares 2030 HY the manager owns.