Invesco Bulletshares 2030 HYBSJUETF
13F holders, Q4 2025 (December 31)74holders +21
20new positions
3sold out
$26.10avg. 13F price*
At the end of Q4 2025, 74 institutions reported holding Invesco Bulletshares 2030 HY (BSJU) in their 13F filings, up 21 from Q3 2025. 20 opened new positions and 3 sold out. The largest holders were Legacy Financial Group LLC ($14.2M), LPL Financial LLC ($14.0M) and Mercer Global Advisors Inc. ($10.3M).
- Company
- Invesco Bulletshares 2030 HY
- CUSIP
- 46139W841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $23.4M |
| Exits | 3 | $2.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,560,981 shares bought and 308,840 shares sold, net +1,252,141 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Legacy Financial Group LLC | 1.76% | Add +20.1% | 545,664 | $14.2M |
| LPL Financial LLC | 0.00% | Reduce -14.1% | 536,669 | $14.0M |
| Mercer Global Advisors Inc. | 0.02% | Add +7.3% | 394,064 | $10.3M |
| Trinity Legacy Partners, LLC | 2.11% | Add +2.3% | 352,132 | $9.2M |
| RPg Family Wealth Advisory, LLC | 1.72% | Add +1.7% | 299,517 | $7.8M |
| Equitable Holdings, Inc. | 0.05% | Add +3.3% | 264,456 | $6.9M |
| SFE Investment Counsel | 0.99% | Add +11.2% | 242,794 | $6.3M |
| GPM Growth Investors, Inc. | 2.11% | New | 206,997 | $5.4M |
| Morgan Stanley | 0.00% | Reduce -37.3% | 183,924 | $4.8M |
| Advisory Alpha, LLC | 0.10% | New | 141,439 | $3.7M |
| Howard Wealth Management, LLC | 1.52% | Add +242.9% | 132,990 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.4% | 125,720 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Add +100.8% | 111,603 | $2.9M |
| Osaic Holdings, Inc. | 0.00% | Add +134.3% | 105,245 | $2.7M |
| Cetera Investment Advisers | 0.00% | New | 95,290 | $2.5M |
| Milestones Private Investment Advisors LLC | 1.62% | Add +154.2% | 90,119 | $2.4M |
| CacheTech Inc. | 0.43% | New | 89,121 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +30.0% | 78,016 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Add +47.2% | 69,724 | $1.8M |
| Prospera Financial Services Inc | 0.03% | New | 67,775 | $1.8M |
| Jane Street Group, LLC | 0.00% | New | 67,392 | $1.8M |
| Harbour Investments, Inc. | 0.03% | Add +96.5% | 63,870 | $1.7M |
| Bank of America Corp. | 0.00% | Add +36.9% | 61,895 | $1.6M |
| Turning Point Benefit Group, Inc. | 0.84% | New | 61,272 | $1.6M |
| Wells Fargo & Company | 0.00% | Add +355.0% | 59,195 | $1.5M |
| Bank of Montreal | 0.00% | New | 45,885 | $1.2M |
| Altrius Capital Management Inc | 0.25% | Add +420.3% | 45,048 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +46.2% | 29,862 | $780K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +0.5% | 29,786 | $778K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.5% | 26,442 | $692K |
| Axim Planning & Wealth | 0.72% | New | 26,066 | $680K |
| Brookstone Capital Management | 0.01% | New | 25,328 | $661K |
| UBS Group AG | 0.00% | Add +38.8% | 24,488 | $639K |
| Mgo One Seven LLC | 0.01% | Add +9.2% | 22,691 | $592K |
| Keel Point, LLC | 0.03% | Add +12.4% | 20,671 | $540K |
| Leo Wealth, LLC | 0.04% | New | 19,562 | $511K |
| Royal Bank of Canada | 0.00% | Reduce -7.1% | 19,160 | $500K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.0% | 18,692 | $488K |
| Independent Financial Group, LLC | 0.01% | Add +36.7% | 18,671 | $487K |
| Ark Wealth Advisors LLC | 0.52% | — | 18,657 | $487K |
| Farther Finance Advisors, LLC | 0.01% | Add +49.9% | 17,778 | $464K |
| Rovin Capital /Ut/ | 0.12% | Add +0.1% | 17,319 | $452K |
| 4Thought Financial Group Inc. | 0.22% | Reduce -6.4% | 16,750 | $437K |
| HUB Investment Partners, LLC | 0.01% | Reduce -3.1% | 16,608 | $434K |
| ORG Partners LLC | 0.07% | Add +10.7% | 15,752 | $411K |
| Segment Wealth Management, LLC | 0.02% | Add +5.2% | 15,650 | $409K |
| Moneco Advisors, LLC | 0.03% | Reduce -16.6% | 14,831 | $387K |
| Alaska Wealth Advisors, LLC | 0.05% | Add +51.0% | 14,580 | $381K |
| AlphaStar Capital Management, LLC | 0.03% | New | 14,115 | $368K |
| Old Mission Capital LLC | 0.01% | Add +66.5% | 13,537 | $353K |
| VestGen Advisors, LLC | 0.01% | Reduce -32.1% | 11,202 | $292K |
| Topsail Wealth Management, LLC | 0.04% | New | 11,157 | $291K |
| Valtinson Bruner Financial Planning LLC | 0.06% | New | 8,561 | $223K |
| Meriwether Wealth & Planning, LLC | 0.12% | New | 8,397 | $219K |
| Alaska Permanent Capital Management, LLC | 0.02% | No change | 8,229 | $215K |
| BridgePort Financial Solutions, LLC | 0.06% | Add +1.6% | 8,118 | $212K |
| IMA Advisory Services, Inc. | 0.02% | Add +16.7% | 8,035 | $210K |
| Carnegie Investment Counsel | 0.00% | New | 7,690 | $201K |
| Key Financial Inc | 0.04% | Add +15.0% | 7,415 | $194K |
| Bitterroot Capital Advisors LLC | 0.13% | — | 7,220 | $188K |
| Keating Financial Advisory Services, Inc. | 0.02% | — | 5,725 | $149K |
| NewEdge Advisors, LLC | 0.00% | Add +7600.0% | 5,236 | $137K |
| Capital Analysts, LLC | 0.00% | No change | 4,150 | $108K |
| Larson Financial Group LLC | 0.00% | Reduce -35.7% | 2,675 | $70K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,445 | $64K |
| Gilpin Wealth Management, LLC | 0.04% | — | 2,044 | $53K |
| Horizons Wealth Management | 0.02% | No change | 1,429 | $37K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,394 | $36K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +384.5% | 780 | $20K |
| Cwm, LLC | 0.00% | Reduce -50.0% | 521 | $14K |
| Private Trust Co. NA | 0.00% | New | 86 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 55 | $1K |
| FMR LLC | 0.00% | New | 15 | $390 |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 4 | $106 |
"% of holder's portfolio" is BSJU's weight in each manager's 13F, not the share of Invesco Bulletshares 2030 HY the manager owns.