Invesco Bulletshares 2031 HYBSJVETF
13F holders, Q1 2026 (March 31)50holders +8
12new positions
2sold out
$26.11avg. 13F price*
At the end of Q1 2026, 50 institutions reported holding Invesco Bulletshares 2031 HY (BSJV) in their 13F filings, up 8 from Q4 2025. 12 opened new positions and 2 sold out. The largest holders were Leo Wealth, LLC ($7.3M), Equitable Holdings, Inc. ($7.1M) and LPL Financial LLC ($6.5M).
- Company
- Invesco Bulletshares 2031 HY
- CUSIP
- 46139W817
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.6M |
| Exits | 2 | $463K |
All 13F filers, Q4 2025 → Q1 2026: 345,578 shares bought and 29,347 shares sold, net +316,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Leo Wealth, LLC | 0.53% | Add +2.9% | 282,511 | $7.3M |
| Equitable Holdings, Inc. | 0.05% | Add +10.5% | 266,874 | $7.1M |
| LPL Financial LLC | 0.00% | Add +21.9% | 249,170 | $6.5M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -5.9% | 107,117 | $2.8M |
| SFE Investment Counsel | 0.38% | Add +34.3% | 91,804 | $2.4M |
| Morgan Stanley | 0.00% | Add +18.7% | 91,636 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Add +2.8% | 76,375 | $2.0M |
| LBMC Investment Advisors, LLC | 0.08% | New | 49,726 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 47,939 | $1.2M |
| Moneco Advisors, LLC | 0.10% | Add +30.8% | 47,476 | $1.2M |
| Carnegie Investment Counsel | 0.02% | New | 44,900 | $1.2M |
| Ark Wealth Advisors LLC | 1.00% | New | 38,664 | $1.0M |
| Bank of America Corp. | 0.00% | Reduce -4.2% | 37,701 | $980K |
| Osaic Holdings, Inc. | 0.00% | Add +16.7% | 34,200 | $889K |
| Jessup Wealth Management, Inc | 0.30% | Add +5.7% | 31,926 | $830K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.7% | 26,211 | $681K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -11.5% | 24,769 | $644K |
| Modern Wealth Management, LLC | 0.01% | No change | 16,867 | $440K |
| VestGen Advisors, LLC | 0.01% | Add +56.2% | 15,890 | $417K |
| 4Thought Financial Group Inc. | 0.20% | Reduce -3.2% | 15,871 | $413K |
| Harbour Investments, Inc. | 0.01% | Add +82.9% | 14,847 | $386K |
| Ascentis Independent Advisors | 0.03% | New | 13,198 | $343K |
| HRT Financial LP | 0.00% | New | 11,776 | $306K |
| Farther Finance Advisors, LLC | 0.00% | Add +864.3% | 10,482 | $273K |
| Commonwealth Equity Services, LLC | 0.00% | Add +33.1% | 10,074 | $262K |
| IMA Advisory Services, Inc. | 0.02% | Add +22.0% | 9,440 | $245K |
| Alaska Wealth Advisors, LLC | 0.03% | Add +1.0% | 9,385 | $244K |
| HUB Investment Partners, LLC | 0.01% | Add +12.2% | 8,816 | $229K |
| Wealth Quarterback LLC | 0.08% | New | 8,070 | $210K |
| Howard Wealth Management, LLC | 0.09% | Add +0.2% | 8,065 | $210K |
| Alaska Permanent Capital Management, LLC | 0.01% | No change | 7,504 | $194K |
| UBS Group AG | 0.00% | New | 7,172 | $186K |
| Key Financial Inc | 0.03% | No change | 6,400 | $166K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,805 | $99K |
| Jones Financial Companies LLLP | 0.00% | New | 2,123 | $55K |
| Bank of Montreal | 0.00% | Add +34.3% | 1,872 | $49K |
| Larson Financial Group LLC | 0.00% | Add +14.1% | 1,805 | $47K |
| Topsail Wealth Management, LLC | 0.00% | New | 870 | $23K |
| Asset Dedication, LLC | 0.00% | New | 765 | $20K |
| Cwm, LLC | 0.00% | No change | 509 | $13K |
| Capital Analysts, LLC | 0.00% | No change | 370 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 365 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 157 | $4K |
| IFP Advisors, Inc | 0.00% | New | 156 | $4K |
| Community Financial Services Group, LLC | 0.00% | New | 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 | $107 |
| Wells Fargo & Company | 0.00% | No change | 1 | $18 |
"% of holder's portfolio" is BSJV's weight in each manager's 13F, not the share of Invesco Bulletshares 2031 HY the manager owns.