Invesco Bulletshares 2030 HYBSJUETF
13F holders, Q3 2025 (September 30)53holders +7
10new positions
3sold out
$26.14avg. 13F price*
At the end of Q3 2025, 53 institutions reported holding Invesco Bulletshares 2030 HY (BSJU) in their 13F filings, up 7 from Q2 2025. 10 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($16.3M), Legacy Financial Group LLC ($11.9M) and Mercer Global Advisors Inc. ($9.6M).
- Company
- Invesco Bulletshares 2030 HY
- CUSIP
- 46139W841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $4.8M |
| Exits | 3 | $151K |
All 13F filers, Q2 2025 → Q3 2025: 645,982 shares bought and 267,279 shares sold, net +378,703 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| LPL Financial LLC | 0.00% | Add +19.5% | 624,957 | $16.3M |
| Legacy Financial Group LLC | 1.56% | Add +14.9% | 454,404 | $11.9M |
| Mercer Global Advisors Inc. | 0.02% | Add +42.2% | 367,194 | $9.6M |
| Trinity Legacy Partners, LLC | 2.06% | Add +2.4% | 344,380 | $9.0M |
| RPg Family Wealth Advisory, LLC | 1.69% | Reduce -0.6% | 294,551 | $7.7M |
| Morgan Stanley | 0.00% | Add +4.1% | 293,132 | $7.7M |
| Equitable Holdings, Inc. | 0.05% | Add +7.7% | 256,121 | $6.7M |
| SFE Investment Counsel | 0.91% | Add +39.8% | 218,401 | $5.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.3% | 114,935 | $3.0M |
| F/m Investments LLC | 0.08% | New | 76,229 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +42.8% | 59,999 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Add +3.4% | 55,592 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +2.4% | 47,381 | $1.2M |
| Bank of America Corp. | 0.00% | Add +56.1% | 45,221 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +19.2% | 44,911 | $1.2M |
| Howard Wealth Management, LLC | 0.47% | New | 38,785 | $1.0M |
| Milestones Private Investment Advisors LLC | 0.63% | Add +2.8% | 35,459 | $928K |
| Harbour Investments, Inc. | 0.02% | Add +106.6% | 32,505 | $850K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +0.0% | 29,639 | $775K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.8% | 25,792 | $674K |
| Mgo One Seven LLC | 0.01% | Add +9.8% | 20,772 | $543K |
| Flow Traders U.S. LLC | 0.02% | New | 20,605 | $539K |
| Royal Bank of Canada | 0.00% | Add +58.6% | 20,623 | $539K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.9% | 20,431 | $534K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -92.0% | 19,275 | $504K |
| Keel Point, LLC | 0.03% | No change | 18,393 | $481K |
| 4Thought Financial Group Inc. | 0.24% | Reduce -0.1% | 17,891 | $468K |
| Moneco Advisors, LLC | 0.04% | Reduce -7.4% | 17,780 | $465K |
| UBS Group AG | 0.00% | Add +7.2% | 17,639 | $461K |
| Rovin Capital /Ut/ | 0.13% | Add +2.9% | 17,295 | $452K |
| HUB Investment Partners, LLC | 0.02% | Add +0.1% | 17,132 | $448K |
| VestGen Advisors, LLC | 0.01% | Add +12.1% | 16,494 | $431K |
| Segment Wealth Management, LLC | 0.02% | Add +8.0% | 14,880 | $389K |
| ORG Partners LLC | 0.07% | New | 14,226 | $372K |
| Independent Financial Group, LLC | 0.01% | New | 13,659 | $357K |
| Wells Fargo & Company | 0.00% | Add +102.4% | 13,010 | $340K |
| Farther Finance Advisors, LLC | 0.00% | Add +61.3% | 11,857 | $310K |
| Alaska Wealth Advisors, LLC | 0.03% | New | 9,654 | $253K |
| Altrius Capital Management Inc | 0.05% | New | 8,658 | $226K |
| Alaska Permanent Capital Management, LLC | 0.02% | No change | 8,229 | $215K |
| Old Mission Capital LLC | 0.01% | Reduce -73.5% | 8,133 | $213K |
| BridgePort Financial Solutions, LLC | 0.06% | Add +1.7% | 7,987 | $209K |
| IMA Advisory Services, Inc. | 0.02% | No change | 6,885 | $180K |
| Key Financial Inc | 0.03% | No change | 6,450 | $169K |
| Capital Analysts, LLC | 0.00% | No change | 4,150 | $109K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 4,158 | $109K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,445 | $64K |
| Horizons Wealth Management | 0.03% | New | 1,429 | $37K |
| Cwm, LLC | 0.00% | New | 1,042 | $27K |
| Horizon Financial Services, LLC | 0.01% | New | 554 | $14K |
| 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.