INVESCO BULLETSHARES 2026 HY BSJQ
$22.96
+0.0% 52w: $21.99 – $23.00
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data21.9922.4923.00
Jun 20, 2025 Jul 2, 2026
Institutional holders
196
-1 QoQ
13F value
$742.1M
-7.2% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSJQ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Mirador Capital Partners LP | Other | 3.2M | $74.7M | 10.6% | -3.2% |
| UBS Group AG | Bank broker | 2.4M | $55.8M | 0.0% | +1.7% |
| LPL Financial LLC | Bank broker | 2.4M | $54.5M | 0.0% | -1.6% |
| MORGAN STANLEY | Bank broker | 1.5M | $33.9M | 0.0% | -5.5% |
| Cetera Investment Advisers | Wealth advisor | 1.3M | $29.1M | 0.0% | +4.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.1M | $24.5M | 0.0% | +2.2% |
| Delta Investment Management, LLC | Wealth advisor | 1.0M | $24.1M | 4.3% | +4.7% |
| Jaffetilchin Investment Partners, LLC | Wealth advisor | 1.0M | $23.7M | 1.4% | +12.7% |
| COLLECTIVE FAMILY OFFICE LLC | Wealth advisor | 759.3K | $17.6M | 4.0% | +3.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 752.3K | $17.4M | 0.0% | +12.3% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 623.4K | $14.4M | 0.0% | +43.1% |
| Migdal Insurance & Financial Holdings Ltd. | Other | 547.9K | $12.7M | 0.1% | +1.6% |
| Advisory Alpha, LLC | Wealth advisor | 473.7K | $11.0M | 0.3% | +10.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 454.0K | $10.5M | 0.0% | +551.7% |
| Larson Financial Group LLC | Wealth advisor | 445.2K | $10.3M | 0.3% | -14.0% |
| Parkway Wealth Management Group, LLC | Wealth advisor | 438.5K | $10.2M | 1.3% | +13.2% |
| Cornerstone Planning, LLC | Other | 422.3K | $9.8M | 2.2% | -3.2% |
| Matthew Goff Investment Advisor, LLC | Other | 486.1K | $9.5M | 1.6% | New |
| Ironwood Financial, llc | Wealth advisor | 399.4K | $9.3M | 1.6% | -6.4% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 394.2K | $9.1M | 0.1% | -3.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 375.7K | $8.7M | 0.0% | +34.6% |
| Leo Wealth, LLC | Wealth advisor | 369.7K | $8.6M | 0.6% | +1.7% |
| IHT Wealth Management, LLC | Wealth advisor | 360.5K | $8.4M | 0.2% | +4.8% |
| Avior Wealth Management, LLC | Wealth advisor | 358.7K | $8.3M | 0.2% | +2.2% |
| Lido Advisors, LLC | Wealth advisor | 350.0K | $8.1M | 0.0% | -0.8% |
| Ashton Thomas Private Wealth, LLC | Wealth advisor | 341.8K | $7.9M | 0.2% | -52.2% |
| Verity Asset Management, Inc. | Other | 332.8K | $7.7M | 3.2% | +7.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 309.4K | $7.2M | 0.0% | -72.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 290.5K | $6.7M | 0.0% | -2.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 282.0K | $6.5M | 0.0% | -6.8% |
| SFE Investment Counsel | Other | 267.9K | $6.2M | 1.0% | -10.9% |
| Legacy Financial Group LLC | Wealth advisor | 266.9K | $6.2M | 0.8% | -20.3% |
| CWM, LLC | Wealth advisor | 266.5K | $6.2M | 0.0% | -10.6% |
| Ark Wealth Advisors LLC | Other | 226.4K | $5.2M | 5.2% | -18.3% |
| BANTA ASSET MANAGEMENT LP | Wealth advisor | 222.2K | $5.1M | 5.2% | -24.4% |
| MGO ONE SEVEN LLC | Wealth advisor | 209.7K | $4.9M | 0.1% | +5.0% |
| MILESTONE ASSET MANAGEMENT, LLC | Wealth advisor | 206.1K | $4.8M | 0.9% | +22.2% |
| Oder Investment Management, LLC | Other | 202.2K | $4.7M | 3.6% | -0.8% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 200.6K | $4.6M | 0.0% | +4.1% |
| HOWARD WEALTH MANAGEMENT, LLC | Wealth advisor | 191.1K | $4.4M | 1.9% | +7.3% |
| Foundations Investment Advisors, LLC | Wealth advisor | 190.5K | $4.4M | 0.1% | +5.4% |
| Intrua Financial, LLC | Wealth advisor | 173.1K | $4.0M | 0.4% | -13.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 166.2K | $3.9M | 0.0% | -3.6% |
| Sidoxia Capital Management, LLC | Other | 162.8K | $3.8M | 3.3% | — |
| RPg Family Wealth Advisory, LLC | Wealth advisor | 159.9K | $3.7M | 0.8% | +3.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 157.7K | $3.7M | 0.0% | -64.8% |
| Prospera Financial Services Inc | Diversified mechanical | 157.4K | $3.6M | 0.1% | -7.4% |
| HB Wealth Management, LLC | Wealth advisor | 155.4K | $3.6M | 0.0% | +1.3% |
| Private Advisor Group, LLC | Wealth advisor | 152.4K | $3.5M | 0.0% | +1.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 144.0K | $3.3M | 0.0% | +63.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.