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Invesco Bulletshares 2029 HY (BSJT)

CUSIP: 46138J395 | NYSE | 165 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Stablepoint Partners, LLC516,660
1.4% of portfolio›$10.7M
Avior Wealth Management, LLC415,930
0.2% of portfolio›$8.6M
SFE Investment Counsel391,328
1.1% of portfolio›$8.1M
Banta Asset Management LP321,670
5.9% of portfolio›$6.6M
Howard Wealth Management, LLC220,052
1.6% of portfolio›$4.5M
Pacific Wealth Strategies Group, Inc.170,303
1.9% of portfolio›$3.5M
Commonwealth Equity Services, LLC160,291
0.0% of portfolio›$3.3M
Sidoxia Capital Management, LLC136,345
2.0% of portfolio›$2.8M
Prospera Financial Services Inc130,694
0.0% of portfolio›$2.7M
Turning Point Benefit Group, Inc.115,860
1.0% of portfolio›$2.4M
Moneco Advisors, LLC93,603
0.1% of portfolio›$1.9M
S.E.E.D. Planning Group LLC93,274
0.5% of portfolio›$1.9M
Private Client Services, LLC78,519
0.4% of portfolio›$1.6M
HUB Investment Partners, LLC75,718
0.0% of portfolio›$1.6M
Blue Capital, Inc.73,434
0.9% of portfolio›$1.5M
Ashton Thomas Securities, LLC71,299
0.2% of portfolio›$1.5M
Altrius Capital Management Inc70,721
0.3% of portfolio›$1.5M
Sound Stewardship, LLC66,655
0.6% of portfolio›$1.4M
Verity Asset Management, Inc.59,516
0.5% of portfolio›$1.2M
Independent Wealth Advisors LLC55,674
1.0% of portfolio›$1.1M
Hennion & Walsh Asset Management, Inc.51,801
0.0% of portfolio›$1.1M
Intrua Financial, LLC46,078
0.1% of portfolio›$951.7K
Wagner Wealth Management, Corp45,673
0.7% of portfolio›$943.4K
Segment Wealth Management, LLC42,870
0.0% of portfolio›$885.5K
Tassel Capital Management, Inc.33,631
0.3% of portfolio›$694.6K
Brookstone Capital Management32,283
0.0% of portfolio›$666.8K
Independent Financial Group, LLC29,558
0.0% of portfolio›$610.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management28,984
0.0% of portfolio›$598.7K
Kestra Advisory Services, LLC27,890
0.0% of portfolio›$576.1K
Farnam Financial LLC27,137
0.4% of portfolio›$562.1K
MGO One Seven LLC26,081
0.0% of portfolio›$538.7K
SAX Wealth Advisors, LLC25,600
0.0% of portfolio›$528.8K
Key FInancial Inc25,392
0.1% of portfolio›$524.5K
VestGen Advisors, LLC24,140
0.0% of portfolio›$498.6K
4Thought Financial Group Inc.20,750
0.2% of portfolio›$428.6K
AlphaStar Capital Management, LLC20,522
0.0% of portfolio›$423.9K
Net Worth Advisory Group19,502
0.1% of portfolio›$402.9K
Carnegie Investment Counsel17,829
0.0% of portfolio›$368.3K
Ironwood Financial, llc16,990
0.1% of portfolio›$350.9K
Valtinson Bruner Financial Planning LLC16,093
0.1% of portfolio›$332.4K
Cambridge Investment Research Advisors, Inc.15,321
0.0% of portfolio›$316.0K
Wealth Quarterback LLC13,856
0.1% of portfolio›$286.2K
Asset Dedication, LLC13,398
0.0% of portfolio›$276.7K
Cambridge Financial Group, LLC13,398
0.1% of portfolio›$283.1K
AA Financial Advisors, LLC12,444
0.0% of portfolio›$257.0K
Bradley & Co. Private Wealth Management, LLC12,270
0.1% of portfolio›$253.4K
Meriwether Wealth & Planning, LLC10,731
0.1% of portfolio›$221.6K
Quad-Cities Investment Group, LLC9,771
0.1% of portfolio›$201.8K
TD Waterhouse Canada Inc.9,200
0.0% of portfolio›$206.4K
Larson Financial Group LLC7,407
0.0% of portfolio›$153.0K
Latitude Advisors, LLC6,296
0.0% of portfolio›$130.1K
Wolff Wiese Magana LLC6,189
0.1% of portfolio›$127.8K
Horizons Wealth Management3,592
0.0% of portfolio›$74.2K
Farther Finance Advisors, LLC2,791
0.0% of portfolio›$57.6K
Private Trust Co NA1,750
0.0% of portfolio›$36.1K
Horizon Financial Services, LLC1,342
0.0% of portfolio›$27.7K
Gamma Investing LLC376
0.0% of portfolio›$7.8K
CX Institutional354
0.0% of portfolio›$7
Financial Consulate, Inc254
0.0% of portfolio›$5.2K
Community Financial Services Group, LLC125
0.0% of portfolio›$2.6K
Capital Investment Advisory Services, LLC19
0.0% of portfolio›$392
Glass Jacobson Investment Advisors llc4
0.0% of portfolio›$88
StyleTurnoverLocationFiled
Stablepoint Partners, LLC
516,660$10.7M1.4%CoreLowBraintree, MA2026-11-03
Avior Wealth Management, LLC
415,930$8.6M0.2%ETFMediumOmaha, NE2026-10-13
SFE Investment Counsel
391,328$8.1M1.1%CoreLowLos Angeles, CA2026-10-29
Banta Asset Management LP
321,670$6.6M5.9%ETFLowNewport Beach, CA2026-11-02
Howard Wealth Management, LLC
220,052$4.5M1.6%ETFVery LowMadison, CT2026-10-28
Pacific Wealth Strategies Group, Inc.
170,303$3.5M1.9%ETFMediumSanta Barbara, CA2026-11-02
Commonwealth Equity Services, LLC
160,291$3.3M0.0%ETFLowWaltham, MA2026-11-02
Sidoxia Capital Management, LLC
136,345$2.8M2.0%GrowthLowNewport Beach, CA2026-10-28
Prospera Financial Services Inc
130,694$2.7M0.0%CoreMediumDallas, TX2026-11-04
Turning Point Benefit Group, Inc.
115,860$2.4M1.0%ETFMediumFrederick, MD2026-10-28
Moneco Advisors, LLC
93,603$1.9M0.1%ETFLowFairfield, CT2026-11-05
S.E.E.D. Planning Group LLC
93,274$1.9M0.5%CoreMediumBinghamton, NY2026-10-07
Private Client Services, LLC
78,519$1.6M0.4%ETFMediumLouisville, KY2026-10-02
HUB Investment Partners, LLC
75,718$1.6M0.0%GrowthLowAustin, TX2026-11-03
Blue Capital, Inc.
73,434$1.5M0.9%CoreHighOmaha, NE2026-10-13
Ashton Thomas Securities, LLC
71,299$1.5M0.2%ETFMediumRochester, NY2026-10-26
Altrius Capital Management Inc
70,721$1.5M0.3%YieldMediumNew Bern, NC2026-11-05
Sound Stewardship, LLC
66,655$1.4M0.6%ETFVery LowOverland Park, KS2026-10-14
Verity Asset Management, Inc.
59,516$1.2M0.5%CoreMediumDurham, NC2026-10-30
Independent Wealth Advisors LLC
55,674$1.1M1.0%ETFLowCary, NC2026-10-27
Hennion & Walsh Asset Management, Inc.
51,801$1.1M0.0%ValueMediumParsippany, NJ2026-10-13
Intrua Financial, LLC
46,078$951.7K0.1%ETFMediumHouston, TX2026-10-28
Wagner Wealth Management, Corp
45,673$943.4K0.7%ETFHighConyngham, PA2026-10-20
Segment Wealth Management, LLC
42,870$885.5K0.0%CoreLowHouston, TX2026-10-26
Tassel Capital Management, Inc.
33,631$694.6K0.3%ETFLowMatthews, NC2026-10-20
Brookstone Capital Management
32,283$666.8K0.0%ETFMediumWheaton, IL2026-10-22
Independent Financial Group, LLC
29,558$610.5K0.0%GrowthLowSan Diego, CA2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
28,984$598.7K0.0%GrowthVery LowSeattle, WA2026-10-27
Kestra Advisory Services, LLC
27,890$576.1K0.0%CoreLowAustin, TX2026-11-02
Farnam Financial LLC
27,137$562.1K0.4%ETFLowPhoenix, AZ2026-10-21
MGO One Seven LLC
26,081$538.7K0.0%GrowthLowBeachwood, OH2026-10-28
SAX Wealth Advisors, LLC
25,600$528.8K0.0%ETFVery LowParsippany, NJ2026-10-13
Key FInancial Inc
25,392$524.5K0.1%ETFLowWest Chester, PA2026-11-02
VestGen Advisors, LLC
24,140$498.6K0.0%GrowthMediumChicago, IL2026-10-27
4Thought Financial Group Inc.
20,750$428.6K0.2%ETFLowSyosset, NY2026-11-02
AlphaStar Capital Management, LLC
20,522$423.9K0.0%ETFMediumCornelius, NC2026-10-16
Net Worth Advisory Group
19,502$402.9K0.1%GARPMediumSandy, UT2026-10-20
Carnegie Investment Counsel
17,829$368.3K0.0%CoreLowPepper Pike, OH2026-10-20
Ironwood Financial, llc
16,990$350.9K0.1%ETFLowTucson, AZ2026-10-20
Valtinson Bruner Financial Planning LLC
16,093$332.4K0.1%ETFLowNew Brighton, MN2026-11-02
Cambridge Investment Research Advisors, Inc.
15,321$316.0K0.0%ETFLowFairfield, IA2026-11-02
Wealth Quarterback LLC
13,856$286.2K0.1%ETFMediumToms River, NJ2026-10-20
Asset Dedication, LLC
13,398$276.7K0.0%ETFLowSan Francisco, CA2026-11-03
Cambridge Financial Group, LLC
13,398$283.1K0.1%ETFLowTucson, AZ2026-10-06
AA Financial Advisors, LLC
12,444$257.0K0.0%ETFMediumColumbus, OH2026-10-19
Bradley & Co. Private Wealth Management, LLC
12,270$253.4K0.1%CoreVery LowMiami, FL2026-10-23
Meriwether Wealth & Planning, LLC
10,731$221.6K0.1%ETFMediumMinden, LA2026-10-13
Quad-Cities Investment Group, LLC
9,771$201.8K0.1%CoreLowDavenport, IA2026-10-16
TD Waterhouse Canada Inc.
9,200$206.4K0.0%CoreLowToronto, Australia2026-10-16
Larson Financial Group LLC
7,407$153.0K0.0%GrowthLowSt Louis, MO2026-11-05
Latitude Advisors, LLC
6,296$130.1K0.0%ETFLowYorkville, IL2026-10-27
Wolff Wiese Magana LLC
6,189$127.8K0.1%GrowthLowCarslbad, CA2026-10-15
Horizons Wealth Management
3,592$74.2K0.0%ETFLowAsheville, NC2026-10-05
Farther Finance Advisors, LLC
2,791$57.6K0.0%IndexLowSan Francisco, CA2026-10-08
Private Trust Co NA
1,750$36.1K0.0%CoreLowCleveland, OH2026-10-20
Horizon Financial Services, LLC
1,342$27.7K0.0%ETFLowWinston Salem, NC2026-11-04
Gamma Investing LLC
376$7.8K0.0%IndexVery LowFoster City, CA2026-10-08
CX Institutional
354$70.0%CoreMediumAuburn, IN2026-10-02
Financial Consulate, Inc
254$5.2K0.0%ETFLowHunt Valley, MD2026-10-23
Community Financial Services Group, LLC
125$2.6K0.0%GrowthLowNewport, VT2026-10-15
Capital Investment Advisory Services, LLC
19$3920.0%CoreMediumRaleigh, NC2026-10-30
Glass Jacobson Investment Advisors llc
4$880.0%ETFLowOwings Mills, MD2026-10-26