INVESCO BULLETSHARES 2030 HY BSJU
$25.86
+0.2% 52w: $24.12 – $25.86
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data24.1224.9925.86
Jun 20, 2025 Jul 2, 2026
Institutional holders
77
+3 QoQ
13F value
$151.1M
+13.4% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSJU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 624.3K | $16.0M | 0.0% | +16.3% |
| Legacy Financial Group LLC | Wealth advisor | 560.9K | $14.4M | 1.8% | +2.8% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 378.4K | $9.7M | 0.0% | -4.0% |
| Trinity Legacy Partners, LLC | Other | 362.3K | $9.4M | 2.0% | +2.9% |
| Equitable Holdings, Inc. | Wealth advisor | 334.7K | $8.7M | 0.1% | +26.5% |
| RPg Family Wealth Advisory, LLC | Wealth advisor | 301.0K | $7.7M | 1.6% | +0.5% |
| SFE Investment Counsel | Other | 250.5K | $6.4M | 1.0% | +3.2% |
| GPM Growth Investors, Inc. | Other | 218.0K | $5.6M | 2.3% | +5.3% |
| MORGAN STANLEY | Bank broker | 201.6K | $5.2M | 0.0% | +9.6% |
| Cetera Investment Advisers | Wealth advisor | 173.3K | $4.4M | 0.0% | +81.9% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 173.2K | $4.4M | 0.0% | +22103.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 149.4K | $3.8M | 0.0% | +41.9% |
| Advisory Alpha, LLC | Wealth advisor | 146.6K | $3.8M | 0.1% | +3.6% |
| HOWARD WEALTH MANAGEMENT, LLC | Wealth advisor | 143.9K | $3.7M | 1.5% | +8.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 140.0K | $3.6M | 0.0% | +25.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 132.6K | $3.4M | 0.0% | +90.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 126.9K | $3.2M | 0.0% | +0.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 113.6K | $2.9M | 0.0% | +45.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 110.4K | $2.8M | 0.0% | +86.4% |
| Milestones Private Investment Advisors LLC | Wealth advisor | 91.9K | $2.4M | 2.1% | +1.9% |
| LBMC INVESTMENT ADVISORS, LLC | Wealth advisor | 91.1K | $2.3M | 0.1% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 78.1K | $2.0M | 0.0% | +22.2% |
| Prospera Financial Services Inc | Diversified mechanical | 66.8K | $1.7M | 0.0% | -1.5% |
| Altrius Capital Management Inc | Other | 59.7K | $1.5M | 0.3% | +32.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 58.1K | $1.5M | 0.0% | -6.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 57.9K | $1.5M | 0.0% | +1005.7% |
| Turning Point Benefit Group, Inc. | Wealth advisor | 57.3K | $1.5M | 0.9% | -6.4% |
| Independent Advisor Alliance | Wealth advisor | 53.7K | $1.4M | 0.0% | New |
| Brookstone Capital Management | Wealth advisor | 30.7K | $784K | 0.0% | +21.0% |
| Axim Planning & Wealth | Other | 27.1K | $694K | 0.8% | +4.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 26.6K | $680K | 0.0% | -11.1% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 26.3K | $673K | 0.0% | -11.7% |
| UBS Group AG | Bank broker | 25.4K | $649K | 0.0% | +3.6% |
| Keel Point, LLC | Wealth advisor | 25.4K | $649K | 0.0% | +22.6% |
| Ark Wealth Advisors LLC | Other | 24.3K | $622K | 0.6% | +30.2% |
| MGO ONE SEVEN LLC | Wealth advisor | 23.3K | $596K | 0.0% | +2.7% |
| Private Advisory Group LLC | Other | 23.2K | $594K | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 22.5K | $575K | 0.0% | +17.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 22.0K | $563K | 0.0% | +17.8% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 21.3K | $545K | 0.0% | +14.0% |
| Leo Wealth, LLC | Wealth advisor | 21.0K | $542K | 0.0% | +7.6% |
| HUB Investment Partners, LLC | Other | 18.9K | $484K | 0.0% | +14.0% |
| VestGen Advisors, LLC | Wealth advisor | 17.7K | $457K | 0.0% | +57.9% |
| Segment Wealth Management, LLC | Other | 17.7K | $454K | 0.0% | +13.3% |
| 4Thought Financial Group Inc. | Wealth advisor | 16.2K | $415K | 0.2% | -3.2% |
| MONECO ADVISORS, LLC | Wealth advisor | 15.8K | $404K | 0.0% | +6.4% |
| Ascentis Independent Advisors | Other | 15.6K | $400K | 0.0% | New |
| Capital Analysts, LLC | Wealth advisor | 15.5K | $396K | 0.0% | +273.0% |
| AlphaStar Capital Management, LLC | Wealth advisor | 14.9K | $382K | 0.0% | +5.8% |
| Alaska Wealth Advisors, LLC | Wealth advisor | 14.8K | $379K | 0.0% | +1.6% |
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.