INVESCO BULLETSHARES 2027 HY BSJR
$22.36
+0.2% 52w: $21.36 – $22.36
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data21.3621.8622.36
Jun 20, 2025 Jul 2, 2026
Institutional holders
168
+12 QoQ
13F value
$557.0M
+17.4% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSJR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Mirador Capital Partners LP | Other | 2.3M | $50.4M | 7.1% | +6.2% |
| LPL Financial LLC | Bank broker | 2.0M | $44.2M | 0.0% | +6.3% |
| Cetera Investment Advisers | Wealth advisor | 1.6M | $36.1M | 0.0% | +15.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.4M | $30.4M | 0.0% | +69.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.2M | $26.3M | 0.0% | +16.5% |
| MORGAN STANLEY | Bank broker | 1.1M | $24.9M | 0.0% | -2.4% |
| Larson Financial Group LLC | Wealth advisor | 959.6K | $21.5M | 0.7% | -0.6% |
| Ashton Thomas Private Wealth, LLC | Wealth advisor | 766.5K | $17.1M | 0.4% | +74.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 662.5K | $14.8M | 0.0% | +75.2% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 617.6K | $13.8M | 0.0% | +39.5% |
| UBS Group AG | Bank broker | 583.0K | $13.0M | 0.0% | +5.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 536.7K | $12.0M | 0.0% | +149.6% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 491.5K | $11.0M | 0.0% | +7.8% |
| Parkway Wealth Management Group, LLC | Wealth advisor | 453.5K | $10.2M | 1.3% | +14.6% |
| Advisory Alpha, LLC | Wealth advisor | 432.1K | $9.7M | 0.3% | +10.7% |
| Ironwood Financial, llc | Wealth advisor | 366.0K | $8.2M | 1.4% | -1.2% |
| SFE Investment Counsel | Other | 360.2K | $8.1M | 1.3% | +2.2% |
| Intrua Financial, LLC | Wealth advisor | 350.6K | $7.8M | 0.8% | +10.4% |
| BANTA ASSET MANAGEMENT LP | Wealth advisor | 326.9K | $7.3M | 7.4% | +5.1% |
| Verity Asset Management, Inc. | Other | 317.8K | $7.1M | 3.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 312.0K | $7.0M | 0.0% | +6.0% |
| COLLECTIVE FAMILY OFFICE LLC | Wealth advisor | 294.2K | $6.6M | 1.5% | +21.8% |
| Accurate Wealth Management, LLC | Other | 271.0K | $6.1M | 0.7% | +180.9% |
| Altium Investment Strategies LLC | Wealth advisor | 271.0K | $6.1M | 17.9% | — |
| Modern Wealth Management, LLC | Wealth advisor | 268.3K | $6.0M | 0.1% | +3.2% |
| Matthew Goff Investment Advisor, LLC | Other | 303.2K | $5.9M | 1.0% | New |
| OLD SECOND NATIONAL BANK OF AURORA | Other | 260.6K | $5.8M | 1.2% | New |
| CHATHAM CAPITAL GROUP, INC. | Other | 252.9K | $5.7M | 0.8% | +2741.3% |
| Ark Wealth Advisors LLC | Other | 234.7K | $5.2M | 5.2% | +8.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 196.9K | $4.4M | 0.0% | +12.5% |
| Oder Investment Management, LLC | Other | 189.1K | $4.2M | 3.2% | +6.6% |
| HOWARD WEALTH MANAGEMENT, LLC | Wealth advisor | 186.9K | $4.2M | 1.8% | +8.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 176.3K | $3.9M | 0.0% | +6.3% |
| Prospera Financial Services Inc | Diversified mechanical | 159.9K | $3.6M | 0.1% | +1.9% |
| River Street Advisors LLC | Other | 141.9K | $3.2M | 1.1% | New |
| Sidoxia Capital Management, LLC | Other | 140.6K | $3.1M | 2.7% | — |
| Kestra Advisory Services, LLC | Wealth advisor | 133.0K | $3.0M | 0.0% | +6.8% |
| Pacific Wealth Strategies Group, Inc. | Wealth advisor | 131.2K | $2.9M | 1.8% | +13.0% |
| Glass Jacobson Investment Advisors llc | Wealth advisor | 131.1K | $2.9M | 1.0% | +18.7% |
| Foundations Investment Advisors, LLC | Wealth advisor | 128.9K | $2.9M | 0.0% | +103.8% |
| Tower Research Capital LLC (TRC) | Market maker | 123.5K | $2.8M | 0.1% | -9.4% |
| Horizons Wealth Management | Wealth advisor | 123.2K | $2.8M | 1.8% | +0.9% |
| Independent Advisor Alliance | Wealth advisor | 121.6K | $2.7M | 0.0% | New |
| Invesco Ltd. | Index provider | 111.8K | $2.5M | 0.0% | -5.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 108.1K | $2.4M | 0.0% | -2.2% |
| Bright Futures Wealth Management, LLC. | Wealth advisor | 107.7K | $2.4M | 1.6% | 0.0% |
| Compound Planning, Inc. | Wealth advisor | 104.7K | $2.3M | 0.1% | -2.1% |
| JANE STREET GROUP, LLC | Market maker | 98.0K | $2.2M | 0.0% | -39.6% |
| Private Advisor Group, LLC | Wealth advisor | 91.7K | $2.1M | 0.0% | +9.5% |
| Independent Wealth Advisors LLC | Wealth advisor | 86.2K | $1.9M | 1.9% | +20.1% |
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.