Invesco Bulletshares 2031 HYBSJVETF
13F holders, Q4 2025 (December 31)42holders +11
11new positions
3sold out
$26.71avg. 13F price*
At the end of Q4 2025, 42 institutions reported holding Invesco Bulletshares 2031 HY (BSJV) in their 13F filings, up 11 from Q3 2025. 11 opened new positions and 3 sold out. The largest holders were Leo Wealth, LLC ($7.3M), Equitable Holdings, Inc. ($6.4M) and LPL Financial LLC ($5.5M).
- Company
- Invesco Bulletshares 2031 HY
- CUSIP
- 46139W817
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $9.7M |
| Exits | 3 | $2.7M |
All 13F filers, Q3 2025 → Q4 2025: 594,925 shares bought and 150,842 shares sold, net +444,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Leo Wealth, LLC | 0.53% | New | 274,538 | $7.3M |
| Equitable Holdings, Inc. | 0.04% | Add +99.5% | 241,455 | $6.4M |
| LPL Financial LLC | 0.00% | Reduce -12.2% | 204,331 | $5.5M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +0.1% | 113,786 | $3.0M |
| Morgan Stanley | 0.00% | Reduce -17.8% | 77,176 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.2% | 74,293 | $2.0M |
| SFE Investment Counsel | 0.28% | Add +181.0% | 68,348 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 45,865 | $1.2M |
| Bank of America Corp. | 0.00% | Add +50.6% | 39,337 | $1.1M |
| Moneco Advisors, LLC | 0.08% | Add +104.7% | 36,289 | $969K |
| Jessup Wealth Management, Inc | 0.27% | New | 30,198 | $806K |
| Osaic Holdings, Inc. | 0.00% | Add +18.8% | 29,297 | $782K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 27,985 | $747K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +136.4% | 24,120 | $644K |
| Modern Wealth Management, LLC | 0.01% | Add +28.8% | 16,867 | $450K |
| 4Thought Financial Group Inc. | 0.22% | Add +20.0% | 16,403 | $438K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.0% | 16,094 | $431K |
| ORG Partners LLC | 0.07% | Add +10.8% | 15,407 | $411K |
| Rovin Capital /Ut/ | 0.11% | Add +0.1% | 14,989 | $400K |
| VestGen Advisors, LLC | 0.01% | Reduce -29.1% | 10,173 | $272K |
| Alaska Wealth Advisors, LLC | 0.03% | New | 9,289 | $248K |
| Harbour Investments, Inc. | 0.00% | Add +622.9% | 8,118 | $217K |
| Howard Wealth Management, LLC | 0.09% | New | 8,050 | $215K |
| HUB Investment Partners, LLC | 0.01% | Reduce -0.6% | 7,858 | $210K |
| IMA Advisory Services, Inc. | 0.02% | Add +24.2% | 7,736 | $207K |
| Commonwealth Equity Services, LLC | 0.00% | New | 7,568 | $202K |
| Alaska Permanent Capital Management, LLC | 0.02% | No change | 7,504 | $200K |
| Key Financial Inc | 0.03% | No change | 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 |
| Bank of Montreal | 0.00% | New | 1,394 | $37K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,200 | $32K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,087 | $29K |
| Cwm, LLC | 0.00% | New | 509 | $14K |
| Capital Analysts, LLC | 0.00% | No change | 370 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 365 | $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 |
| RHL Group, LLC | 0.00% | — | 37 | $988 |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 4 | $109 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $40 |
"% of holder's portfolio" is BSJV's weight in each manager's 13F, not the share of Invesco Bulletshares 2031 HY the manager owns.