Invesco Bulletshares 2031 HYBSJVETF
13F holders, Q2 2026 (June 30)49holders −1
5new positions
4sold out
$26.25avg. 13F price*
At the end of Q2 2026, 49 institutions reported holding Invesco Bulletshares 2031 HY (BSJV) in their 13F filings, down 1 from Q1 2026. 5 opened new positions and 4 sold out. The largest holders were Equitable Holdings, Inc. ($8.1M), LPL Financial LLC ($7.6M) and Morgan Stanley ($4.0M).
- Company
- Invesco Bulletshares 2031 HY
- CUSIP
- 46139W817
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.1M |
| Exits | 4 | $1.9M |
All 13F filers, Q1 2026 → Q2 2026: 380,367 shares bought and 82,236 shares sold, net +298,131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Equitable Holdings, Inc. | 0.05% | Add +15.2% | 307,346 | $8.1M |
| LPL Financial LLC | 0.00% | Add +15.8% | 288,465 | $7.6M |
| Morgan Stanley | 0.00% | Add +67.9% | 153,886 | $4.0M |
| SFE Investment Counsel | 0.41% | Add +25.1% | 114,822 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -5.9% | 100,795 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Add +31.1% | 100,102 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | New | 64,159 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +5.2% | 50,410 | $1.3M |
| LBMC Investment Advisors, LLC | 0.07% | Add +0.1% | 49,761 | $1.3M |
| Moneco Advisors, LLC | 0.08% | Add +3.7% | 49,222 | $1.3M |
| Ark Wealth Advisors LLC | 1.13% | Add +25.6% | 48,568 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +41.7% | 48,469 | $1.3M |
| Bank of America Corp. | 0.00% | Add +3.9% | 39,173 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +1517.3% | 34,335 | $898K |
| Jessup Wealth Management, Inc | 0.25% | Reduce -1.8% | 31,342 | $823K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.1% | 28,584 | $750K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -10.8% | 22,107 | $580K |
| Cetera Investment Advisers | 0.00% | New | 19,128 | $502K |
| Truist Financial Corp. | 0.00% | New | 17,602 | $462K |
| VestGen Advisors, LLC | 0.01% | Add +10.3% | 17,526 | $460K |
| Modern Wealth Management, LLC | 0.01% | No change | 16,867 | $443K |
| 4Thought Financial Group Inc. | 0.21% | Add +4.9% | 16,646 | $437K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.3% | 14,660 | $385K |
| Farther Finance Advisors, LLC | 0.00% | Add +13.1% | 11,850 | $311K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.8% | 10,553 | $277K |
| UBS Group AG | 0.00% | Add +39.6% | 10,016 | $263K |
| Alaska Wealth Advisors, LLC | 0.03% | Add +1.7% | 9,543 | $251K |
| Wealth Quarterback LLC | 0.08% | Add +17.3% | 9,468 | $249K |
| IMA Advisory Services, Inc. | 0.02% | No change | 9,440 | $248K |
| HUB Investment Partners, LLC | 0.00% | Add +5.7% | 9,315 | $245K |
| Tassel Capital Management, Inc. | 0.10% | New | 8,495 | $223K |
| Howard Wealth Management, LLC | 0.08% | No change | 8,065 | $212K |
| Legacy Financial Group LLC | 0.02% | New | 8,023 | $211K |
| Alaska Permanent Capital Management, LLC | 0.01% | No change | 7,504 | $196K |
| Key Financial Inc | 0.03% | No change | 6,400 | $168K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -19.3% | 3,070 | $81K |
| Larson Financial Group LLC | 0.00% | Add +21.1% | 2,185 | $57K |
| Topsail Wealth Management, LLC | 0.00% | Add +17.8% | 1,025 | $27K |
| Asset Dedication, LLC | 0.00% | No change | 765 | $20K |
| Capital Analysts, LLC | 0.00% | No change | 370 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 365 | $10K |
| IFP Advisors, Inc | 0.00% | Add +15.4% | 180 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 157 | $4K |
| Community Financial Services Group, LLC | 0.00% | No change | 125 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 68 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 53 | $1K |
| RHL Group, LLC | 0.00% | No change | 37 | $962 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 4 | $110 |
| Wells Fargo & Company | 0.00% | No change | 1 | $21 |
"% of holder's portfolio" is BSJV's weight in each manager's 13F, not the share of Invesco Bulletshares 2031 HY the manager owns.