BSJU Invesco BulletShares 2030 High Yield Corporate Bond ETF

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Institutional owners (13F) 78 filers · $163.0M 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
6 (-9 vs prior Q) 6 (-2 vs prior Q) 42 (-1 vs prior Q) 11 (+2 vs prior Q) +1.0M

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 $26,782,576 1,037,638 16.43% Shares
Legacy Financial Group LLC $16,649,104 645,037 10.21% Shares
MERCER GLOBAL ADVISORS INC /ADV $10,199,630 395,164 6.26% Shares
Trinity Legacy Partners, LLC $10,012,888 387,313 6.14% Shares
Equitable Holdings, Inc. $9,756,240 377,986 5.98% Shares
SFE Investment Counsel $7,086,902 274,568 4.35% Shares
OSAIC HOLDINGS, INC. $6,592,758 255,425 4.04% Shares
GPM Growth Investors, Inc. $6,502,642 251,932 3.99% Shares
Steward Partners Investment Advisory, LLC $5,813,662 225,239 3.57% Shares
Cetera Investment Advisers $5,607,992 217,271 3.44% Shares
AMERIPRISE FINANCIAL INC $4,249,815 164,743 2.61% Shares
HOWARD WEALTH MANAGEMENT, LLC $4,155,277 160,988 2.55% Shares
JONES FINANCIAL COMPANIES LLLP $3,979,901 154,350 2.44% Shares
RPg Family Wealth Advisory, LLC $3,854,311 149,328 2.36% Shares
Advisory Alpha, LLC $3,824,095 148,157 2.35% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,286,730 127,338 2.02% Shares
RAYMOND JAMES FINANCIAL INC $3,042,266 117,867 1.87% Shares
Turning Point Benefit Group, Inc. $2,422,567 93,853 1.49% Shares
LBMC INVESTMENT ADVISORS, LLC $2,352,060 91,126 1.44% Shares
Milestones Private Investment Advisors LLC $2,351,778 91,115 1.44% Shares
HARBOUR INVESTMENTS, INC. $2,027,142 78,538 1.24% Shares
Prospera Financial Services Inc $1,754,708 67,984 1.08% Shares
NewEdge Advisors, LLC $1,552,692 60,156 0.95% Shares
Altrius Capital Management Inc $1,552,098 60,133 0.95% Shares
WELLS FARGO & COMPANY/MN $1,019,435 39,496 0.63% Shares
ROYAL BANK OF CANADA $798,000 30,907 0.49% Shares
Brookstone Capital Management $785,973 30,451 0.48% Shares
Tudor Financial Inc. $689,739 26,723 0.42% Shares
Private Advisory Group LLC $687,788 26,647 0.42% Shares
Axim Planning & Wealth $685,052 26,541 0.42% Shares
INDEPENDENT FINANCIAL GROUP, LLC $679,013 26,307 0.42% Shares
UBS Group AG $661,923 25,645 0.41% Shares
Keel Point, LLC $654,371 25,352 0.40% Shares
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $649,555 25,166 0.40% Shares
Ark Wealth Advisors LLC $606,483 23,497 0.37% Shares
MGO ONE SEVEN LLC $601,598 23,308 0.37% Shares
ENVESTNET ASSET MANAGEMENT INC $581,944 22,546 0.36% Shares
Leo Wealth, LLC $541,695 21,043 0.33% Shares
VestGen Advisors, LLC $511,211 19,806 0.31% Shares
HUB Investment Partners, LLC $504,729 19,555 0.31% Shares
Simplicity Wealth,LLC $464,626 18,001 0.28% Shares
Segment Wealth Management, LLC $457,631 17,730 0.28% Shares
4Thought Financial Group Inc. $439,084 17,011 0.27% Shares
Alaska Wealth Advisors, LLC $389,025 15,072 0.24% Shares
AlphaStar Capital Management, LLC $387,244 15,003 0.24% Shares
Topsail Wealth Management, LLC $381,023 14,762 0.23% Shares
CITADEL ADVISORS LLC $375,371 14,543 0.23% Shares
Clearstead Advisors, LLC $369,757 14,325 0.23% Shares
Farther Finance Advisors, LLC $357,560 13,853 0.22% Shares
Tassel Capital Management, Inc. $327,906 12,704 0.20% Shares
Valtinson Bruner Financial Planning LLC $304,448 11,795 0.19% Shares
BANK OF AMERICA CORP /DE/ $283,973 11,002 0.17% Shares
Geneos Wealth Management Inc. $268,527 10,404 0.16% Shares
Meriwether Wealth & Planning, LLC $257,466 9,975 0.16% Shares
Wealth Quarterback LLC $244,832 9,486 0.15% Shares
Net Worth Advisory Group $236,909 9,179 0.15% Shares
Savvy Advisors, Inc. $222,163 8,607 0.14% Shares
IMA Advisory Services, Inc. $219,239 8,494 0.13% Shares
Alaska Permanent Capital Management, LLC $212,061 8,229 0.13% Shares
Key Financial Inc $211,780 8,205 0.13% Shares
Keating Financial Advisory Services, Inc. $147,769 5,725 0.09% Shares
Integrated Wealth Concepts LLC $135,549 5,251 0.08% Shares
Larson Financial Group LLC $69,988 2,712 0.04% Shares
GILPIN WEALTH MANAGEMENT, LLC $52,758 2,044 0.03% Shares
Asset Dedication, LLC $44,499 1,724 0.03% Shares
Horizons Wealth Management $36,568 1,429 0.02% Shares
BITTERROOT CAPITAL ADVISORS LLC $25,046 970 0.02% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $19,439 753 0.01% Shares
CWM, LLC $13,332 521 0.01% Shares
Community Financial Services Group, LLC $3,227 125 0.00% Shares
ORG Partners LLC $2,714 104 0.00% Shares
PRIVATE TRUST CO NA $2,220 86 0.00% Shares
Aptus Capital Advisors, LLC $1,420 55 0.00% Shares
Cambridge Investment Research Advisors, Inc. $669 25,906 0.00% Shares
FINANCIAL ADVISORY CORP /UT/ /ADV $452 17,319 0.00% Shares
Capital Analysts, LLC $253 9,798 0.00% Shares
Glass Jacobson Investment Advisors llc $108 4 0.00% Shares
MORGAN STANLEY $38 1 0.00% Shares