INVESCO BULLETSHARES 2028 HY BSJS
$21.79
+0.1% 52w: $20.52 – $21.79
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data20.5221.1521.79
Jun 20, 2025 Jul 2, 2026
Institutional holders
144
+7 QoQ
13F value
$413.5M
+12.4% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSJS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 2.3M | $50.8M | 0.0% | +8.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.6M | $34.9M | 0.0% | +44.7% |
| MORGAN STANLEY | Bank broker | 1.2M | $26.1M | 0.0% | +1.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.2M | $25.6M | 0.0% | +8.7% |
| Cetera Investment Advisers | Wealth advisor | 755.6K | $16.4M | 0.0% | +29.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 593.2K | $12.9M | 0.0% | +72.2% |
| UBS Group AG | Bank broker | 590.2K | $12.8M | 0.0% | +19.5% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 572.7K | $12.4M | 0.0% | +24.1% |
| Ashton Thomas Private Wealth, LLC | Wealth advisor | 529.4K | $11.5M | 0.3% | New |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 499.4K | $10.8M | 0.0% | +6.6% |
| HUB Investment Partners, LLC | Other | 493.1K | $10.7M | 0.3% | +3.7% |
| Parkway Wealth Management Group, LLC | Wealth advisor | 465.0K | $10.2M | 1.3% | +14.4% |
| SFE Investment Counsel | Other | 384.0K | $8.3M | 1.3% | +1.1% |
| Leo Wealth, LLC | Wealth advisor | 383.9K | $8.3M | 0.6% | +0.7% |
| BANTA ASSET MANAGEMENT LP | Wealth advisor | 331.5K | $7.2M | 7.2% | +4.4% |
| Advisory Alpha, LLC | Wealth advisor | 302.2K | $6.6M | 0.2% | +5.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 293.1K | $6.4M | 0.0% | +8.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 270.1K | $5.9M | 0.0% | +11.1% |
| GPM Growth Investors, Inc. | Other | 255.1K | $5.5M | 2.3% | +0.9% |
| Verity Asset Management, Inc. | Other | 251.4K | $5.5M | 2.3% | New |
| ROYAL BANK OF CANADA | Bank broker | 250.6K | $5.4M | 0.0% | +0.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 226.7K | $4.9M | 0.0% | +4.8% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 218.6K | $4.7M | 0.0% | +16.7% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 192.9K | $4.2M | 0.1% | +412.6% |
| Equitable Holdings, Inc. | Wealth advisor | 188.8K | $4.2M | 0.0% | -20.3% |
| HOWARD WEALTH MANAGEMENT, LLC | Wealth advisor | 184.7K | $4.0M | 1.7% | +7.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 178.2K | $3.9M | 0.0% | -9.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 176.6K | $3.8M | 0.0% | +14.3% |
| Prospera Financial Services Inc | Diversified mechanical | 152.1K | $3.3M | 0.1% | +2.0% |
| KICKSTAND VENTURES, LLC. | Wealth advisor | 147.3K | $3.2M | 0.7% | New |
| Pacific Wealth Strategies Group, Inc. | Wealth advisor | 118.9K | $2.6M | 1.6% | +27.7% |
| Oder Investment Management, LLC | Other | 116.1K | $2.5M | 1.9% | +49.4% |
| LBMC INVESTMENT ADVISORS, LLC | Wealth advisor | 111.9K | $2.4M | 0.1% | New |
| Ironwood Financial, llc | Wealth advisor | 105.7K | $2.3M | 0.4% | -0.8% |
| Invesco Ltd. | Index provider | 103.6K | $2.2M | 0.0% | -5.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 100.7K | $2.2M | 0.0% | +0.7% |
| Strait & Sound Wealth Management LLC | Other | 93.6K | $2.0M | 0.8% | +11.7% |
| Tower Research Capital LLC (TRC) | Market maker | 91.7K | $2.0M | 0.1% | -50.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 91.3K | $2.0M | 0.0% | -69.2% |
| Hennion & Walsh Asset Management, Inc. | Other | 90.3K | $2.0M | 0.1% | -8.3% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Wealth advisor | 90.1K | $2.0M | 0.3% | +5.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 89.1K | $1.9M | 0.0% | +7.8% |
| Independent Advisor Alliance | Wealth advisor | 86.5K | $1.9M | 0.0% | New |
| S.E.E.D. Planning Group LLC ★2 | Fundamental diversified | 77.5K | $1.7M | 0.5% | +2.0% |
| Ark Wealth Advisors LLC | Other | 77.5K | $1.7M | 1.7% | +27.9% |
| Compound Planning, Inc. | Wealth advisor | 73.9K | $1.6M | 0.0% | -6.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 72.5K | $1.6M | 0.0% | +9.1% |
| ASHTON THOMAS SECURITIES, LLC | Wealth advisor | 69.1K | $1.5M | 0.2% | +0.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 68.2K | $1.5M | 0.0% | +109.2% |
| Independent Wealth Advisors LLC | Wealth advisor | 68.1K | $1.5M | 1.4% | +64.0% |
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.