BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF
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Institutional owners (13F) 126 filers · $307.2M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 17 (-1 vs prior Q) | 4 (-2 vs prior Q) | 60 (+2 vs prior Q) | 25 (+3 vs prior Q) | +901K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| LPL Financial LLC | $67,406,132 | 3,190,068 | 21.94% | Shares |
| Legacy Financial Group LLC | $19,373,499 | 916,872 | 6.31% | Shares |
| Cetera Investment Advisers | $15,493,287 | 733,237 | 5.04% | Shares |
| UBS Group AG | $10,423,683 | 493,312 | 3.39% | Shares |
| Equitable Holdings, Inc. | $10,082,614 | 477,171 | 3.28% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $8,981,563 | 425,062 | 2.92% | Shares |
| Leo Wealth, LLC | $8,806,113 | 418,693 | 2.87% | Shares |
| Modern Wealth Management, LLC | $8,742,289 | 413,738 | 2.85% | Shares |
| Avior Wealth Management, LLC | $8,443,720 | 399,608 | 2.75% | Shares |
| OSAIC HOLDINGS, INC. | $8,100,090 | 383,325 | 2.64% | Shares |
| SFE Investment Counsel | $7,990,394 | 378,154 | 2.60% | Shares |
| Kaye Capital Management | $7,651,649 | 355,560 | 2.49% | Shares |
| Stablepoint Partners, LLC | $7,199,462 | 340,722 | 2.34% | Shares |
| BANTA ASSET MANAGEMENT LP | $6,822,243 | 322,870 | 2.22% | Shares |
| WELLS FARGO & COMPANY/MN | $5,979,346 | 282,979 | 1.95% | Shares |
| IHT Wealth Management, LLC | $5,783,721 | 273,721 | 1.88% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $5,522,875 | 261,376 | 1.80% | Shares |
| Advisory Alpha, LLC | $4,851,531 | 229,603 | 1.58% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $4,670,892 | 221,527 | 1.52% | Shares |
| HOWARD WEALTH MANAGEMENT, LLC | $4,393,878 | 207,945 | 1.43% | Shares |
| ROYAL BANK OF CANADA | $3,735,000 | 176,754 | 1.22% | Shares |
| Oder Investment Management, LLC | $3,639,304 | 172,234 | 1.18% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $3,392,730 | 160,565 | 1.10% | Shares |
| Pacific Wealth Strategies Group, Inc. | $3,301,541 | 156,249 | 1.07% | Shares |
| F/m Investments LLC | $3,095,017 | 146,475 | 1.01% | Shares |
| RAYMOND JAMES FINANCIAL INC | $3,059,405 | 144,790 | 1.00% | Shares |
| Prospera Financial Services Inc | $2,960,875 | 140,130 | 0.96% | Shares |
| AMERIPRISE FINANCIAL INC | $2,689,445 | 127,376 | 0.88% | Shares |
| LBMC INVESTMENT ADVISORS, LLC | $2,442,264 | 115,583 | 0.80% | Shares |
| Turning Point Benefit Group, Inc. | $2,369,249 | 112,136 | 0.77% | Shares |
| Tower Research Capital LLC (TRC) | $2,096,455 | 99,217 | 0.68% | Shares |
| S.E.E.D. Planning Group LLC | $1,979,902 | 93,701 | 0.64% | Shares |
| MONECO ADVISORS, LLC | $1,969,591 | 93,213 | 0.64% | Shares |
| SUMMIT INVESTMENT ADVISORS, INC. | $1,866,555 | 87,324 | 0.61% | Shares |
| PRIVATE CLIENT SERVICES, LLC | $1,630,623 | 77,171 | 0.53% | Shares |
| NewEdge Advisors, LLC | $1,588,485 | 75,177 | 0.52% | Shares |
| HARBOUR INVESTMENTS, INC. | $1,519,151 | 71,895 | 0.49% | Shares |
| ASHTON THOMAS SECURITIES, LLC | $1,472,856 | 69,705 | 0.48% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $1,440,322 | 68,165 | 0.47% | Shares |
| HUB Investment Partners, LLC | $1,316,646 | 62,312 | 0.43% | Shares |
| Sound Stewardship, LLC | $1,291,355 | 61,115 | 0.42% | Shares |
| OLD MISSION CAPITAL LLC | $1,143,957 | 54,139 | 0.37% | Shares |
| Compound Planning, Inc. | $1,111,935 | 52,624 | 0.36% | Shares |
| INSIGNEO ADVISORY SERVICES, LLC | $1,093,752 | 51,763 | 0.36% | Shares |
| Altrius Capital Management Inc | $1,065,670 | 50,434 | 0.35% | Shares |
| Astoria Portfolio Advisors LLC. | $943,753 | 44,664 | 0.31% | Shares |
| Verity Asset Management, Inc. | $927,958 | 43,917 | 0.30% | Shares |
| Intrua Financial, LLC | $922,388 | 43,653 | 0.30% | Shares |
| Ark Wealth Advisors LLC | $904,110 | 42,788 | 0.29% | Shares |
| Segment Wealth Management, LLC | $899,504 | 42,570 | 0.29% | Shares |
| Wagner Wealth Management, Corp | $832,713 | 39,409 | 0.27% | Shares |
| Brookstone Capital Management | $812,852 | 38,469 | 0.26% | Shares |
| Clearstead Advisors, LLC | $798,647 | 37,797 | 0.26% | Shares |
| BANK OF AMERICA CORP /DE/ | $726,283 | 34,372 | 0.24% | Shares |
| Axim Planning & Wealth | $688,098 | 32,565 | 0.22% | Shares |
| Private Advisory Group LLC | $686,767 | 32,502 | 0.22% | Shares |
| Vantage Point Financial LLC | $684,035 | 32,373 | 0.22% | Shares |
| Vermillion & White Wealth Management Group, LLC | $675,939 | 32,134 | 0.22% | Shares |
| Tassel Capital Management, Inc. | $626,310 | 29,641 | 0.20% | Shares |
| Tudor Financial Inc. | $622,662 | 29,468 | 0.20% | Shares |
| Integrated Wealth Concepts LLC | $620,719 | 29,377 | 0.20% | Shares |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $611,136 | 28,923 | 0.20% | Shares |
| INDEPENDENT FINANCIAL GROUP, LLC | $604,276 | 28,598 | 0.20% | Shares |
| Topsail Wealth Management, LLC | $595,042 | 28,161 | 0.19% | Shares |
| CITADEL ADVISORS LLC | $540,019 | 25,557 | 0.18% | Shares |
| SAX WEALTH ADVISORS, LLC | $538,496 | 25,600 | 0.18% | Shares |
| Key Financial Inc | $536,533 | 25,392 | 0.17% | Shares |
| Kestra Advisory Services, LLC | $530,494 | 25,106 | 0.17% | Shares |
| VestGen Advisors, LLC | $508,218 | 24,052 | 0.17% | Shares |
| Farnam Financial LLC | $480,151 | 22,724 | 0.16% | Shares |
| BROWN ADVISORY INC | $440,983 | 20,870 | 0.14% | Shares |
| 4Thought Financial Group Inc. | $435,926 | 20,631 | 0.14% | Shares |
| FCA CORP /TX | $433,592 | 20,520 | 0.14% | Shares |
| Carnegie Investment Counsel | $414,761 | 19,629 | 0.14% | Shares |
| AlphaStar Capital Management, LLC | $398,398 | 18,855 | 0.13% | Shares |
| Net Worth Advisory Group | $374,694 | 17,733 | 0.12% | Shares |
| STIFEL FINANCIAL CORP | $374,020 | 17,701 | 0.12% | Shares |
| Ironwood Financial, llc | $366,470 | 17,364 | 0.12% | Shares |
| Farther Finance Advisors, LLC | $363,112 | 17,185 | 0.12% | Shares |
| Alaska Wealth Advisors, LLC | $334,191 | 15,816 | 0.11% | Shares |
| Valtinson Bruner Financial Planning LLC | $313,503 | 14,837 | 0.10% | Shares |
| Steward Partners Investment Advisory, LLC | $297,409 | 14,075 | 0.10% | Shares |
| Asset Dedication, LLC | $283,100 | 13,398 | 0.09% | Shares |
| Cambridge Financial Group, LLC | $283,100 | 13,398 | 0.09% | Shares |
| TD Waterhouse Canada Inc. | $268,224 | 12,700 | 0.09% | Shares |
| Meriwether Wealth & Planning, LLC | $267,823 | 12,675 | 0.09% | Shares |
| Bradley & Co. Private Wealth Management, LLC | $259,265 | 12,270 | 0.08% | Shares |
| Foundations Investment Advisors, LLC | $255,232 | 12,079 | 0.08% | Shares |
| Wealthspire Retirement, LLC | $252,884 | 11,968 | 0.08% | Shares |
| JANE STREET GROUP, LLC | $247,094 | 11,694 | 0.08% | Shares |
| Atria Investments, Inc | $247,010 | 11,690 | 0.08% | Shares |
| Wealth Quarterback LLC | $243,488 | 11,523 | 0.08% | Shares |
| SHUFRO ROSE & CO LLC | $242,995 | 11,500 | 0.08% | Shares |
| J.W. COLE ADVISORS, INC. | $234,147 | 11,081 | 0.08% | Shares |
| Geneos Wealth Management Inc. | $233,487 | 11,050 | 0.08% | Shares |
| MGO ONE SEVEN LLC | $232,441 | 11,001 | 0.08% | Shares |
| Tyler-Stone Wealth Management | $225,960 | 10,500 | 0.07% | Shares |
| &PARTNERS | $202,694 | 9,593 | 0.07% | Shares |
| Larson Financial Group LLC | $154,038 | 7,290 | 0.05% | Shares |
| Keating Financial Advisory Services, Inc. | $145,583 | 6,890 | 0.05% | Shares |