Invesco Bulletshares 2031 HYBSJVETF
13F holders, Q2 2025 (June 30)24holders −3
2new positions
5sold out
$26.68avg. 13F price*
At the end of Q2 2025, 24 institutions reported holding Invesco Bulletshares 2031 HY (BSJV) in their 13F filings, down 3 from Q1 2025. 2 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($6.1M), Concurrent Investment Advisors, LLC ($3.2M) and Raymond James Financial Inc. ($2.0M).
- Company
- Invesco Bulletshares 2031 HY
- CUSIP
- 46139W817
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.5M |
| Exits | 5 | $2.8M |
All 13F filers, Q1 2025 → Q2 2025: 112,441 shares bought and 118,886 shares sold, net −6,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| LPL Financial LLC | 0.00% | Add +5.6% | 228,378 | $6.1M |
| Concurrent Investment Advisors, LLC | 0.06% | Reduce -4.3% | 118,945 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +12.2% | 74,155 | $2.0M |
| Morgan Stanley | 0.00% | Add +1.3% | 53,904 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +34.6% | 46,874 | $1.3M |
| Royal Bank of Canada | 0.00% | New | 43,406 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +101.2% | 20,998 | $560K |
| Moneco Advisors, LLC | 0.04% | Reduce -0.7% | 18,061 | $482K |
| Rovin Capital /Ut/ | 0.12% | Add +0.0% | 14,679 | $392K |
| 4Thought Financial Group Inc. | 0.19% | Reduce -3.3% | 13,686 | $365K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.2% | 12,606 | $337K |
| VestGen Advisors, LLC | 0.01% | New | 12,647 | $336K |
| Bank of America Corp. | 0.00% | Add +448.4% | 11,331 | $302K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.8% | 10,154 | $271K |
| IMA Advisory Services, Inc. | 0.03% | Add +1.1% | 10,109 | $270K |
| HUB Investment Partners, LLC | 0.01% | Reduce -15.9% | 8,360 | $223K |
| Key Financial Inc | 0.03% | Add +127.3% | 6,400 | $171K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,805 | $102K |
| Larson Financial Group LLC | 0.00% | No change | 1,582 | $42K |
| Wells Fargo & Company | 0.00% | No change | 645 | $17K |
| Capital Analysts, LLC | 0.00% | No change | 370 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 157 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 68 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 53 | $1K |
"% of holder's portfolio" is BSJV's weight in each manager's 13F, not the share of Invesco Bulletshares 2031 HY the manager owns.