INVESCO BULLETSHARES 2029 HY BSJT
$21.15
+0.1% 52w: $19.92 – $21.16
Latest 13F among current holders filed 5 days ago (Jun 30, 2026)
Price — last 12 months
research preview data19.9220.5421.16
Jun 20, 2025 Jul 2, 2026
Institutional holders
111
+8 QoQ
13F value
$303.2M
+14.9% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
2
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSJT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 2.9M | $60.5M | 0.0% | +17.8% |
| Legacy Financial Group LLC | Wealth advisor | 840.8K | $17.7M | 2.2% | +2.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 799.6K | $16.8M | 0.0% | +34.4% |
| Equitable Holdings, Inc. | Wealth advisor | 602.3K | $13.0M | 0.1% | -1.6% |
| Cetera Investment Advisers | Wealth advisor | 580.7K | $12.2M | 0.0% | +45.7% |
| UBS Group AG | Bank broker | 483.7K | $10.2M | 0.0% | +66.8% |
| Leo Wealth, LLC | Wealth advisor | 418.7K | $8.8M | 0.6% | -0.7% |
| MORGAN STANLEY | Bank broker | 415.1K | $8.7M | 0.0% | +7.1% |
| Modern Wealth Management, LLC | Wealth advisor | 408.9K | $8.6M | 0.1% | +0.6% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 403.6K | $8.5M | 0.0% | -14.0% |
| IHT Wealth Management, LLC | Wealth advisor | 391.2K | $8.2M | 0.2% | +6.0% |
| SFE Investment Counsel | Other | 366.1K | $7.7M | 1.2% | +1.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 359.7K | $7.6M | 0.0% | -6.7% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 348.3K | $7.3M | 0.0% | +190.8% |
| IMA Advisory Services, Inc. | Wealth advisor | 330.3K | $6.9M | 0.7% | +3.4% |
| Stablepoint Partners, LLC | Other | 319.2K | $6.7M | 1.0% | New |
| BANTA ASSET MANAGEMENT LP | Wealth advisor | 318.6K | $6.7M | 6.7% | +4.5% |
| Advisory Alpha, LLC | Wealth advisor | 217.7K | $4.6M | 0.1% | +4.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 195.6K | $4.1M | 0.0% | +33.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 186.7K | $3.9M | 0.0% | +5.9% |
| HOWARD WEALTH MANAGEMENT, LLC | Wealth advisor | 185.1K | $3.9M | 1.6% | +7.5% |
| JANE STREET GROUP, LLC | Market maker | 180.3K | $3.8M | 0.0% | -8.6% |
| ROYAL BANK OF CANADA | Bank broker | 169.6K | $3.6M | 0.0% | +8.0% |
| Oder Investment Management, LLC | Other | 145.4K | $3.1M | 2.3% | +16.8% |
| Prospera Financial Services Inc | Diversified mechanical | 139.1K | $2.9M | 0.0% | +5.9% |
| PRIVATE CLIENT SERVICES, LLC | Wealth advisor | 119.6K | $2.5M | 0.8% | +2.7% |
| LBMC INVESTMENT ADVISORS, LLC | Wealth advisor | 115.5K | $2.4M | 0.1% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 114.9K | $2.4M | 0.0% | +12.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 114.5K | $2.4M | 0.0% | -4.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 102.0K | $2.1M | 0.0% | +33.2% |
| MONECO ADVISORS, LLC | Wealth advisor | 94.9K | $2.0M | 0.2% | -15.0% |
| Independent Advisor Alliance | Wealth advisor | 80.9K | $1.7M | 0.0% | New |
| S.E.E.D. Planning Group LLC ★2 | Fundamental diversified | 76.8K | $1.6M | 0.5% | New |
| Pacific Wealth Strategies Group, Inc. | Wealth advisor | 76.3K | $1.6M | 1.0% | +40.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 72.8K | $1.5M | 0.0% | +10.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 71.7K | $1.5M | 0.0% | +0.6% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 71.0K | $1.5M | 0.0% | +17.9% |
| ASHTON THOMAS SECURITIES, LLC | Wealth advisor | 69.6K | $1.5M | 0.2% | +0.1% |
| Turning Point Benefit Group, Inc. | Wealth advisor | 67.7K | $1.4M | 0.9% | -8.8% |
| HUB Investment Partners, LLC | Other | 59.9K | $1.3M | 0.0% | -28.4% |
| Sound Stewardship, LLC | Wealth advisor | 54.1K | $1.1M | 0.5% | +237.9% |
| Compound Planning, Inc. | Wealth advisor | 52.4K | $1.1M | 0.0% | +1.2% |
| SEAVIEW INVESTMENT MANAGERS LLC ★2 | Fundamental diversified | 48.8K | $1.0M | 0.4% | +100.8% |
| Hennion & Walsh Asset Management, Inc. | Other | 46.7K | $982K | 0.0% | +13.3% |
| Astoria Portfolio Advisors LLC. | Wealth advisor | 44.9K | $954K | 0.2% | -0.1% |
| Ark Wealth Advisors LLC | Other | 44.2K | $930K | 0.9% | +35.1% |
| Segment Wealth Management, LLC | Other | 42.4K | $893K | 0.1% | +6.7% |
| Intrua Financial, LLC | Wealth advisor | 41.3K | $870K | 0.1% | New |
| Clearstead Advisors, LLC | Wealth advisor | 38.1K | $802K | 0.0% | +20.2% |
| Brookstone Capital Management | Wealth advisor | 37.3K | $785K | 0.0% | +21.3% |
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.