BSJU Invesco BulletShares 2030 High Yield Corporate Bond ETF
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Détenteurs institutionnels (13F) 78 déclarants · $163.0M total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 6 (-9 vs T. préc.) | 6 (-2 vs T. préc.) | 42 (-1 vs T. préc.) | 11 (+2 vs T. préc.) | +1.0M |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| LPL Financial LLC | $26 782 576 | 1 037 638 | 16,43% | Actions |
| Legacy Financial Group LLC | $16 649 104 | 645 037 | 10,21% | Actions |
| MERCER GLOBAL ADVISORS INC /ADV | $10 199 630 | 395 164 | 6,26% | Actions |
| Trinity Legacy Partners, LLC | $10 012 888 | 387 313 | 6,14% | Actions |
| Equitable Holdings, Inc. | $9 756 240 | 377 986 | 5,98% | Actions |
| SFE Investment Counsel | $7 086 902 | 274 568 | 4,35% | Actions |
| OSAIC HOLDINGS, INC. | $6 592 758 | 255 425 | 4,04% | Actions |
| GPM Growth Investors, Inc. | $6 502 642 | 251 932 | 3,99% | Actions |
| Steward Partners Investment Advisory, LLC | $5 813 662 | 225 239 | 3,57% | Actions |
| Cetera Investment Advisers | $5 607 992 | 217 271 | 3,44% | Actions |
| AMERIPRISE FINANCIAL INC | $4 249 815 | 164 743 | 2,61% | Actions |
| HOWARD WEALTH MANAGEMENT, LLC | $4 155 277 | 160 988 | 2,55% | Actions |
| JONES FINANCIAL COMPANIES LLLP | $3 979 901 | 154 350 | 2,44% | Actions |
| RPg Family Wealth Advisory, LLC | $3 854 311 | 149 328 | 2,36% | Actions |
| Advisory Alpha, LLC | $3 824 095 | 148 157 | 2,35% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $3 286 730 | 127 338 | 2,02% | Actions |
| RAYMOND JAMES FINANCIAL INC | $3 042 266 | 117 867 | 1,87% | Actions |
| Turning Point Benefit Group, Inc. | $2 422 567 | 93 853 | 1,49% | Actions |
| LBMC INVESTMENT ADVISORS, LLC | $2 352 060 | 91 126 | 1,44% | Actions |
| Milestones Private Investment Advisors LLC | $2 351 778 | 91 115 | 1,44% | Actions |
| HARBOUR INVESTMENTS, INC. | $2 027 142 | 78 538 | 1,24% | Actions |
| Prospera Financial Services Inc | $1 754 708 | 67 984 | 1,08% | Actions |
| NewEdge Advisors, LLC | $1 552 692 | 60 156 | 0,95% | Actions |
| Altrius Capital Management Inc | $1 552 098 | 60 133 | 0,95% | Actions |
| WELLS FARGO & COMPANY/MN | $1 019 435 | 39 496 | 0,63% | Actions |
| ROYAL BANK OF CANADA | $798 000 | 30 907 | 0,49% | Actions |
| Brookstone Capital Management | $785 973 | 30 451 | 0,48% | Actions |
| Tudor Financial Inc. | $689 739 | 26 723 | 0,42% | Actions |
| Private Advisory Group LLC | $687 788 | 26 647 | 0,42% | Actions |
| Axim Planning & Wealth | $685 052 | 26 541 | 0,42% | Actions |
| INDEPENDENT FINANCIAL GROUP, LLC | $679 013 | 26 307 | 0,42% | Actions |
| UBS Group AG | $661 923 | 25 645 | 0,41% | Actions |
| Keel Point, LLC | $654 371 | 25 352 | 0,40% | Actions |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $649 555 | 25 166 | 0,40% | Actions |
| Ark Wealth Advisors LLC | $606 483 | 23 497 | 0,37% | Actions |
| MGO ONE SEVEN LLC | $601 598 | 23 308 | 0,37% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $581 944 | 22 546 | 0,36% | Actions |
| Leo Wealth, LLC | $541 695 | 21 043 | 0,33% | Actions |
| VestGen Advisors, LLC | $511 211 | 19 806 | 0,31% | Actions |
| HUB Investment Partners, LLC | $504 729 | 19 555 | 0,31% | Actions |
| Simplicity Wealth,LLC | $464 626 | 18 001 | 0,28% | Actions |
| Segment Wealth Management, LLC | $457 631 | 17 730 | 0,28% | Actions |
| 4Thought Financial Group Inc. | $439 084 | 17 011 | 0,27% | Actions |
| Alaska Wealth Advisors, LLC | $389 025 | 15 072 | 0,24% | Actions |
| AlphaStar Capital Management, LLC | $387 244 | 15 003 | 0,24% | Actions |
| Topsail Wealth Management, LLC | $381 023 | 14 762 | 0,23% | Actions |
| CITADEL ADVISORS LLC | $375 371 | 14 543 | 0,23% | Actions |
| Clearstead Advisors, LLC | $369 757 | 14 325 | 0,23% | Actions |
| Farther Finance Advisors, LLC | $357 560 | 13 853 | 0,22% | Actions |
| Tassel Capital Management, Inc. | $327 906 | 12 704 | 0,20% | Actions |
| Valtinson Bruner Financial Planning LLC | $304 448 | 11 795 | 0,19% | Actions |
| BANK OF AMERICA CORP /DE/ | $283 973 | 11 002 | 0,17% | Actions |
| Geneos Wealth Management Inc. | $268 527 | 10 404 | 0,16% | Actions |
| Meriwether Wealth & Planning, LLC | $257 466 | 9 975 | 0,16% | Actions |
| Wealth Quarterback LLC | $244 832 | 9 486 | 0,15% | Actions |
| Net Worth Advisory Group | $236 909 | 9 179 | 0,15% | Actions |
| Savvy Advisors, Inc. | $222 163 | 8 607 | 0,14% | Actions |
| IMA Advisory Services, Inc. | $219 239 | 8 494 | 0,13% | Actions |
| Alaska Permanent Capital Management, LLC | $212 061 | 8 229 | 0,13% | Actions |
| Key Financial Inc | $211 780 | 8 205 | 0,13% | Actions |
| Keating Financial Advisory Services, Inc. | $147 769 | 5 725 | 0,09% | Actions |
| Integrated Wealth Concepts LLC | $135 549 | 5 251 | 0,08% | Actions |
| Larson Financial Group LLC | $69 988 | 2 712 | 0,04% | Actions |
| GILPIN WEALTH MANAGEMENT, LLC | $52 758 | 2 044 | 0,03% | Actions |
| Asset Dedication, LLC | $44 499 | 1 724 | 0,03% | Actions |
| Horizons Wealth Management | $36 568 | 1 429 | 0,02% | Actions |
| BITTERROOT CAPITAL ADVISORS LLC | $25 046 | 970 | 0,02% | Actions |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $19 439 | 753 | 0,01% | Actions |
| CWM, LLC | $13 332 | 521 | 0,01% | Actions |
| Community Financial Services Group, LLC | $3 227 | 125 | 0,00% | Actions |
| ORG Partners LLC | $2 714 | 104 | 0,00% | Actions |
| PRIVATE TRUST CO NA | $2 220 | 86 | 0,00% | Actions |
| Aptus Capital Advisors, LLC | $1 420 | 55 | 0,00% | Actions |
| Cambridge Investment Research Advisors, Inc. | $669 | 25 906 | 0,00% | Actions |
| FINANCIAL ADVISORY CORP /UT/ /ADV | $452 | 17 319 | 0,00% | Actions |
| Capital Analysts, LLC | $253 | 9 798 | 0,00% | Actions |
| Glass Jacobson Investment Advisors llc | $108 | 4 | 0,00% | Actions |
| MORGAN STANLEY | $38 | 1 | 0,00% | Actions |