BSJV Invesco BulletShares 2031 High Yield Corporate Bond ETF

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Institutional owners (13F) 53 filers · $46.8M 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
5 (-8 vs prior Q) 4 (+3 vs prior Q) 23 (+2 vs prior Q) 5 (+2 vs prior Q) -70K

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
Equitable Holdings, Inc. $8,067,836 307,346 17.25% Shares
LPL Financial LLC $7,572,204 288,465 16.19% Shares
Leo Wealth, LLC $7,342,723 282,511 15.70% Shares
SFE Investment Counsel $3,014,078 114,822 6.45% Shares
Concurrent Investment Advisors, LLC $2,645,869 100,795 5.66% Shares
MERCER GLOBAL ADVISORS INC /ADV $1,684,186 64,159 3.60% Shares
ROYAL BANK OF CANADA $1,323,000 50,410 2.83% Shares
LBMC INVESTMENT ADVISORS, LLC $1,306,233 49,761 2.79% Shares
MONECO ADVISORS, LLC $1,292,078 49,222 2.76% Shares
Ark Wealth Advisors LLC $1,274,910 48,568 2.73% Shares
OSAIC HOLDINGS, INC. $1,272,353 48,469 2.72% Shares
BANK OF AMERICA CORP /DE/ $1,028,291 39,173 2.20% Shares
JONES FINANCIAL COMPANIES LLLP $897,585 34,335 1.92% Shares
RAYMOND JAMES FINANCIAL INC $868,243 33,076 1.86% Shares
Jessup Wealth Management, Inc $822,717 31,342 1.76% Shares
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $580,309 22,107 1.24% Shares
Cetera Investment Advisers $502,108 19,128 1.07% Shares
TRUIST FINANCIAL CORP $462,053 17,602 0.99% Shares
VestGen Advisors, LLC $460,064 17,526 0.98% Shares
Modern Wealth Management, LLC $442,768 16,867 0.95% Shares
4Thought Financial Group Inc. $436,952 16,646 0.93% Shares
HARBOUR INVESTMENTS, INC. $384,825 14,660 0.82% Shares
Farther Finance Advisors, LLC $311,063 11,850 0.67% Shares
COMMONWEALTH EQUITY SERVICES, LLC $277,010 10,553 0.59% Shares
UBS Group AG $262,920 10,016 0.56% Shares
Alaska Wealth Advisors, LLC $250,502 9,543 0.54% Shares
Wealth Quarterback LLC $248,547 9,468 0.53% Shares
IMA Advisory Services, Inc. $247,800 9,440 0.53% Shares
HUB Investment Partners, LLC $244,508 9,315 0.52% Shares
Tassel Capital Management, Inc. $222,981 8,495 0.48% Shares
HOWARD WEALTH MANAGEMENT, LLC $211,706 8,065 0.45% Shares
Legacy Financial Group LLC $210,600 8,023 0.45% Shares
Alaska Permanent Capital Management, LLC $196,230 7,504 0.42% Shares
Key Financial Inc $168,000 6,400 0.36% Shares
Geneos Wealth Management Inc. $80,588 3,070 0.17% Shares
Larson Financial Group LLC $57,356 2,185 0.12% Shares
Topsail Wealth Management, LLC $26,906 1,025 0.06% Shares
Asset Dedication, LLC $20,082 765 0.04% Shares
CWM, LLC $13,231 509 0.03% Shares
Keating Financial Advisory Services, Inc. $9,581 365 0.02% Shares
IFP Advisors, Inc $4,725 180 0.01% Shares
Steward Partners Investment Advisory, LLC $4,121 157 0.01% Shares
Community Financial Services Group, LLC $3,282 125 0.01% Shares
ORG Partners LLC $2,723 102 0.01% Shares
NewEdge Advisors, LLC $1,785 68 0.00% Shares
Aptus Capital Advisors, LLC $1,391 53 0.00% Shares
RHL GROUP, LLC $962 37 0.00% Shares
Cambridge Investment Research Advisors, Inc. $750 28,584 0.00% Shares
FINANCIAL ADVISORY CORP /UT/ /ADV $400 14,989 0.00% Shares
Glass Jacobson Investment Advisors llc $110 4 0.00% Shares
MORGAN STANLEY $40 1 0.00% Shares
WELLS FARGO & COMPANY/MN $21 1 0.00% Shares
Capital Analysts, LLC $10 370 0.00% Shares