Invesco Bulletshares 2030 HYBSJUETF
13F holders, Q1 2026 (March 31)77holders +3
12new positions
7sold out
1famous investor
$25.64avg. 13F price*
At the end of Q1 2026, 77 institutions reported holding Invesco Bulletshares 2030 HY (BSJU) in their 13F filings, up 3 from Q4 2025. 12 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($16.0M), Legacy Financial Group LLC ($14.4M) and Mercer Global Advisors Inc. ($9.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bulletshares 2030 HY
- CUSIP
- 46139W841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $6.4M |
| Exits | 7 | $4.9M |
All 13F filers, Q4 2025 → Q1 2026: 1,107,508 shares bought and 288,507 shares sold, net +819,001 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| LPL Financial LLC | 0.00% | Add +16.3% | 624,275 | $16.0M |
| Legacy Financial Group LLC | 1.81% | Add +2.8% | 560,883 | $14.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.0% | 378,417 | $9.7M |
| Trinity Legacy Partners, LLC | 2.04% | Add +2.9% | 362,263 | $9.4M |
| Equitable Holdings, Inc. | 0.06% | Add +26.6% | 334,660 | $8.7M |
| RPg Family Wealth Advisory, LLC | 1.61% | Add +0.5% | 301,018 | $7.7M |
| SFE Investment Counsel | 1.03% | Add +3.2% | 250,489 | $6.4M |
| GPM Growth Investors, Inc. | 2.35% | Add +5.3% | 217,988 | $5.6M |
| Morgan Stanley | 0.00% | Add +9.6% | 201,606 | $5.2M |
| Cetera Investment Advisers | 0.00% | Add +81.9% | 173,308 | $4.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +22103.6% | 173,188 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +41.9% | 149,363 | $3.8M |
| Advisory Alpha, LLC | 0.10% | Add +3.6% | 146,571 | $3.8M |
| Howard Wealth Management, LLC | 1.55% | Add +8.2% | 143,898 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Add +25.4% | 139,983 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Add +90.2% | 132,612 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.9% | 126,905 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Add +45.6% | 113,577 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +86.4% | 110,356 | $2.8M |
| Milestones Private Investment Advisors LLC | 2.07% | Add +1.9% | 91,865 | $2.4M |
| LBMC Investment Advisors, LLC | 0.14% | New | 91,089 | $2.3M |
| Harbour Investments, Inc. | 0.03% | Add +22.2% | 78,053 | $2.0M |
| Prospera Financial Services Inc | 0.03% | Reduce -1.5% | 66,752 | $1.7M |
| Altrius Capital Management Inc | 0.30% | Add +32.6% | 59,726 | $1.5M |
| Bank of America Corp. | 0.00% | Reduce -6.2% | 58,070 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +1005.8% | 57,897 | $1.5M |
| Turning Point Benefit Group, Inc. | 0.94% | Reduce -6.4% | 57,341 | $1.5M |
| Independent Advisor Alliance | 0.01% | New | 53,694 | $1.4M |
| Brookstone Capital Management | 0.01% | Add +21.0% | 30,651 | $784K |
| Axim Planning & Wealth | 0.85% | Add +4.0% | 27,114 | $694K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.1% | 26,555 | $680K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -11.7% | 26,296 | $673K |
| UBS Group AG | 0.00% | Add +3.6% | 25,373 | $649K |
| Keel Point, LLC | 0.04% | Add +22.6% | 25,352 | $649K |
| Ark Wealth Advisors LLC | 0.62% | Add +30.2% | 24,291 | $622K |
| Mgo One Seven LLC | 0.01% | Add +2.7% | 23,307 | $596K |
| Private Advisory Group LLC | 0.04% | New | 23,201 | $594K |
| Royal Bank of Canada | 0.00% | Add +17.2% | 22,454 | $575K |
| Envestnet Asset Management Inc. | 0.00% | Add +17.8% | 22,016 | $563K |
| Independent Financial Group, LLC | 0.01% | Add +14.0% | 21,288 | $545K |
| Leo Wealth, LLC | 0.04% | Add +7.6% | 21,043 | $542K |
| HUB Investment Partners, LLC | 0.01% | Add +14.0% | 18,930 | $484K |
| VestGen Advisors, LLC | 0.01% | Add +57.9% | 17,688 | $457K |
| Segment Wealth Management, LLC | 0.03% | Add +13.3% | 17,730 | $454K |
| 4Thought Financial Group Inc. | 0.21% | Reduce -3.2% | 16,217 | $415K |
| Moneco Advisors, LLC | 0.03% | Add +6.4% | 15,775 | $404K |
| Ascentis Independent Advisors | 0.03% | New | 15,648 | $400K |
| Capital Analysts, LLC | 0.01% | Add +273.0% | 15,479 | $396K |
| AlphaStar Capital Management, LLC | 0.03% | Add +5.8% | 14,928 | $382K |
| Alaska Wealth Advisors, LLC | 0.05% | Add +1.6% | 14,813 | $379K |
| Clearstead Advisors, LLC | 0.00% | New | 14,374 | $368K |
| Topsail Wealth Management, LLC | 0.05% | Add +26.8% | 14,147 | $362K |
| Citadel Advisors | 0.00% | New | 13,809 | $353K |
| Net Worth Advisory Group | 0.07% | New | 13,534 | $346K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -26.4% | 13,077 | $336K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -55.0% | 11,899 | $306K |
| Simplicity Wealth,LLC | 0.01% | New | 10,248 | $262K |
| Valtinson Bruner Financial Planning LLC | 0.07% | Add +19.4% | 10,225 | $262K |
| Meriwether Wealth & Planning, LLC | 0.14% | Add +18.8% | 9,975 | $255K |
| IMA Advisory Services, Inc. | 0.02% | Add +5.7% | 8,494 | $217K |
| Key Financial Inc | 0.04% | Add +10.7% | 8,205 | $210K |
| Alaska Permanent Capital Management, LLC | 0.01% | No change | 8,229 | $210K |
| Wealth Quarterback LLC | 0.08% | New | 8,045 | $206K |
| Keating Financial Advisory Services, Inc. | 0.02% | No change | 5,725 | $147K |
| Geneos Wealth Management Inc. | 0.00% | Add +119.7% | 5,371 | $137K |
| Asset Dedication, LLC | 0.01% | New | 4,046 | $104K |
| Larson Financial Group LLC | 0.00% | Add +0.7% | 2,693 | $69K |
| Advisory Services Network, LLC | 0.00% | New | 2,104 | $54K |
| Gilpin Wealth Management, LLC | 0.04% | No change | 2,044 | $52K |
| Bank of Montreal | 0.00% | Reduce -95.8% | 1,911 | $49K |
| Horizons Wealth Management | 0.02% | No change | 1,429 | $37K |
| Bitterroot Capital Advisors LLC | 0.01% | Reduce -86.8% | 954 | $24K |
| Cwm, LLC | 0.00% | No change | 521 | $13K |
| Community Financial Services Group, LLC | 0.00% | New | 125 | $3K |
| Private Trust Co. NA | 0.00% | No change | 86 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 55 | $1K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 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.