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Invesco Bulletshares 2028 HY (BSJS)

CUSIP: 46138J452 | NYSE | 215 institutional holders

Quarters

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

Mirador Capital Partners LP1,386,430
3.5% of portfolio›$29.7M
HUB Investment Partners, LLC566,951
0.2% of portfolio›$12.1M
Ashton Thomas Private Wealth, LLC555,225
0.2% of portfolio›$11.9M
Parkway Wealth Management Group, LLC474,399
1.2% of portfolio›$10.2M
SFE Investment Counsel391,812
1.1% of portfolio›$8.4M
Banta Asset Management LP331,320
6.3% of portfolio›$7.1M
Verity Asset Management, Inc.322,388
2.7% of portfolio›$6.9M
Commonwealth Equity Services, LLC291,124
0.0% of portfolio›$6.2M
Collective Family Office LLC275,957
1.2% of portfolio›$5.9M
GPM Growth Investors, Inc.239,008
2.2% of portfolio›$5.1M
Howard Wealth Management, LLC220,212
1.7% of portfolio›$4.7M
Intrua Financial, LLC211,300
0.4% of portfolio›$4.5M
Pacific Wealth Strategies Group, Inc.171,182
2.0% of portfolio›$3.7M
Prospera Financial Services Inc146,167
0.0% of portfolio›$3.1M
Sidoxia Capital Management, LLC142,439
2.1% of portfolio›$3.1M
Accurate Wealth Management, LLC122,923
0.2% of portfolio›$2.6M
Altium Investment Strategies LLC122,348
3.0% of portfolio›$2.6M
Turning Point Benefit Group, Inc.112,072
1.0% of portfolio›$2.4M
Glass Jacobson Investment Advisors llc110,753
0.7% of portfolio›$2.4M
S.E.E.D. Planning Group LLC93,699
0.5% of portfolio›$2.0M
Ironwood Financial, llc88,045
0.3% of portfolio›$1.9M
Independent Wealth Advisors LLC74,143
1.3% of portfolio›$1.6M
Blue Capital, Inc.70,578
0.9% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.69,750
0.0% of portfolio›$1.5M
Sound Stewardship, LLC68,679
0.6% of portfolio›$1.5M
Compound Planning, Inc.59,215
0.0% of portfolio›$1.3M
Hennion & Walsh Asset Management, Inc.59,178
0.0% of portfolio›$1.3M
Kestra Advisory Services, LLC55,233
0.0% of portfolio›$1.2M
Segment Wealth Management, LLC53,200
0.1% of portfolio›$1.1M
Wagner Wealth Management, Corp47,265
0.8% of portfolio›$1.0M
AA Financial Advisors, LLC40,509
0.1% of portfolio›$867.5K
Altrius Capital Management Inc39,429
0.2% of portfolio›$844.4K
Farnam Financial LLC36,827
0.6% of portfolio›$792.5K
Quad-Cities Investment Group, LLC33,749
0.3% of portfolio›$722.8K
Horizons Wealth Management32,558
0.4% of portfolio›$697.3K
Valtinson Bruner Financial Planning LLC30,873
0.2% of portfolio›$661.2K
Brookstone Capital Management30,742
0.0% of portfolio›$658.4K
Independent Financial Group, LLC30,368
0.0% of portfolio›$650.4K
Ashton Thomas Securities, LLC30,334
0.1% of portfolio›$649.6K
Key FInancial Inc30,301
0.1% of portfolio›$648.9K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management29,144
0.0% of portfolio›$624.1K
Larson Financial Group LLC26,378
0.0% of portfolio›$564.9K
MGO One Seven LLC25,371
0.0% of portfolio›$543.3K
Ballew Advisors, Inc25,316
0.3% of portfolio›$543.3K
AlphaStar Capital Management, LLC24,221
0.0% of portfolio›$518.7K
Kraft, Davis & Associates, LLC23,865
0.1% of portfolio›$511.2K
VestGen Advisors, LLC23,171
0.0% of portfolio›$496.2K
Tassel Capital Management, Inc.20,857
0.2% of portfolio›$446.7K
4Thought Financial Group Inc.20,769
0.2% of portfolio›$444.8K
Net Worth Advisory Group20,704
0.1% of portfolio›$444.0K
Meriwether Wealth & Planning, LLC20,376
0.2% of portfolio›$436.4K
Ledgewood Wealth Advisors, LLC18,935
0.2% of portfolio›$405.5K
BXM Wealth LLC17,811
0.2% of portfolio›$381.4K
Oppenheimer & Co Inc16,992
0.0% of portfolio›$363.9K
Carnegie Investment Counsel16,450
0.0% of portfolio›$352.3K
J.W. Cole Advisors, Inc.16,378
0.0% of portfolio›$350.7K
Wealth Quarterback LLC15,371
0.1% of portfolio›$329.2K
Wealth Enhancement Advisory Services, LLC14,775
0.0% of portfolio›$318.0K
NewCorp Financial Services, Inc.10,931
0.2% of portfolio›$234.1K
Asset Dedication, LLC10,318
0.0% of portfolio›$221.0K
Cambridge Financial Group, LLC10,318
0.1% of portfolio›$224.4K
Denver PWM, LLC9,543
0.1% of portfolio›$204.4K
Wolff Wiese Magana LLC6,078
0.1% of portfolio›$130.2K
Latitude Advisors, LLC4,748
0.0% of portfolio›$101.7K
TD Waterhouse Canada Inc.3,800
0.0% of portfolio›$81.3K
Farther Finance Advisors, LLC2,646
0.0% of portfolio›$56.7K
Gamma Investing LLC1,458
0.0% of portfolio›$31.2K
CX Institutional1,391
0.0% of portfolio›$30
Sarver Vrooman Wealth Advisors1,328
0.0% of portfolio›$28.4K
Horizon Financial Services, LLC1,311
0.0% of portfolio›$28.1K
Tradewinds Capital Management, LLC1,309
0.0% of portfolio›$28.0K
Private Trust Co NA750
0.0% of portfolio›$16.1K
RHL Group, LLC639
0.0% of portfolio›$13.7K
Fifth Third Bancorp552
0.0% of portfolio›$11.8K
Financial Consulate, Inc323
0.0% of portfolio›$6.9K
IFP Advisors, Inc135
0.0% of portfolio›$2.9K
Community Financial Services Group, LLC125
0.0% of portfolio›$2.7K
Capital Investment Advisory Services, LLC108
0.0% of portfolio›$2.3K
StyleTurnoverLocationFiled
Mirador Capital Partners LP
1,386,430$29.7M3.5%GrowthMediumPleasanton, CA2026-10-09
HUB Investment Partners, LLC
566,951$12.1M0.2%GrowthLowAustin, TX2026-11-03
Ashton Thomas Private Wealth, LLC
555,225$11.9M0.2%CoreMediumScottsdale, AZ2026-11-03
Parkway Wealth Management Group, LLC
474,399$10.2M1.2%ETFHighPlano, TX2026-10-20
SFE Investment Counsel
391,812$8.4M1.1%CoreLowLos Angeles, CA2026-10-29
Banta Asset Management LP
331,320$7.1M6.3%ETFLowNewport Beach, CA2026-11-02
Verity Asset Management, Inc.
322,388$6.9M2.7%CoreMediumDurham, NC2026-10-30
Commonwealth Equity Services, LLC
291,124$6.2M0.0%ETFLowWaltham, MA2026-11-02
Collective Family Office LLC
275,957$5.9M1.2%ETFLowYork, PA2026-10-05
GPM Growth Investors, Inc.
239,008$5.1M2.2%GrowthLowBloomfield Hills, MI2026-10-30
Howard Wealth Management, LLC
220,212$4.7M1.7%ETFVery LowMadison, CT2026-10-28
Intrua Financial, LLC
211,300$4.5M0.4%ETFMediumHouston, TX2026-10-28
Pacific Wealth Strategies Group, Inc.
171,182$3.7M2.0%ETFMediumSanta Barbara, CA2026-11-02
Prospera Financial Services Inc
146,167$3.1M0.0%CoreMediumDallas, TX2026-11-04
Sidoxia Capital Management, LLC
142,439$3.1M2.1%GrowthLowNewport Beach, CA2026-10-28
Accurate Wealth Management, LLC
122,923$2.6M0.2%CoreMediumWesley Chapel, FL2026-10-20
Altium Investment Strategies LLC
122,348$2.6M3.0%ETFLowWesley Chapel, FL2026-10-20
Turning Point Benefit Group, Inc.
112,072$2.4M1.0%ETFMediumFrederick, MD2026-10-28
Glass Jacobson Investment Advisors llc
110,753$2.4M0.7%ETFLowOwings Mills, MD2026-10-26
S.E.E.D. Planning Group LLC
93,699$2.0M0.5%CoreMediumBinghamton, NY2026-10-07
Ironwood Financial, llc
88,045$1.9M0.3%ETFLowTucson, AZ2026-10-20
Independent Wealth Advisors LLC
74,143$1.6M1.3%ETFLowCary, NC2026-10-27
Blue Capital, Inc.
70,578$1.5M0.9%CoreHighOmaha, NE2026-10-13
Cambridge Investment Research Advisors, Inc.
69,750$1.5M0.0%ETFLowFairfield, IA2026-11-02
Sound Stewardship, LLC
68,679$1.5M0.6%ETFVery LowOverland Park, KS2026-10-14
Compound Planning, Inc.
59,215$1.3M0.0%CoreLowNew York, NY2026-11-05
Hennion & Walsh Asset Management, Inc.
59,178$1.3M0.0%ValueMediumParsippany, NJ2026-10-13
Kestra Advisory Services, LLC
55,233$1.2M0.0%CoreLowAustin, TX2026-11-02
Segment Wealth Management, LLC
53,200$1.1M0.1%CoreLowHouston, TX2026-10-26
Wagner Wealth Management, Corp
47,265$1.0M0.8%ETFHighConyngham, PA2026-10-20
AA Financial Advisors, LLC
40,509$867.5K0.1%ETFMediumColumbus, OH2026-10-19
Altrius Capital Management Inc
39,429$844.4K0.2%YieldMediumNew Bern, NC2026-11-05
Farnam Financial LLC
36,827$792.5K0.6%ETFLowPhoenix, AZ2026-10-21
Quad-Cities Investment Group, LLC
33,749$722.8K0.3%CoreLowDavenport, IA2026-10-16
Horizons Wealth Management
32,558$697.3K0.4%ETFLowAsheville, NC2026-10-05
Valtinson Bruner Financial Planning LLC
30,873$661.2K0.2%ETFLowNew Brighton, MN2026-11-02
Brookstone Capital Management
30,742$658.4K0.0%ETFMediumWheaton, IL2026-10-22
Independent Financial Group, LLC
30,368$650.4K0.0%GrowthLowSan Diego, CA2026-10-13
Ashton Thomas Securities, LLC
30,334$649.6K0.1%ETFMediumRochester, NY2026-10-26
Key FInancial Inc
30,301$648.9K0.1%ETFLowWest Chester, PA2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
29,144$624.1K0.0%GrowthVery LowSeattle, WA2026-10-27
Larson Financial Group LLC
26,378$564.9K0.0%GrowthLowSt Louis, MO2026-11-05
MGO One Seven LLC
25,371$543.3K0.0%GrowthLowBeachwood, OH2026-10-28
Ballew Advisors, Inc
25,316$543.3K0.3%ETFLowJackson, MS2026-10-05
AlphaStar Capital Management, LLC
24,221$518.7K0.0%ETFMediumCornelius, NC2026-10-16
Kraft, Davis & Associates, LLC
23,865$511.2K0.1%ETFMediumSt. Louis, MO2026-10-21
VestGen Advisors, LLC
23,171$496.2K0.0%GrowthMediumChicago, IL2026-10-27
Tassel Capital Management, Inc.
20,857$446.7K0.2%ETFLowMatthews, NC2026-10-20
4Thought Financial Group Inc.
20,769$444.8K0.2%ETFLowSyosset, NY2026-11-02
Net Worth Advisory Group
20,704$444.0K0.1%GARPMediumSandy, UT2026-10-20
Meriwether Wealth & Planning, LLC
20,376$436.4K0.2%ETFMediumMinden, LA2026-10-13
Ledgewood Wealth Advisors, LLC
18,935$405.5K0.2%ETFLowExeter, NH2026-10-09
BXM Wealth LLC
17,811$381.4K0.2%GrowthLowEnglewood, CO2026-11-03
Oppenheimer & Co Inc
16,992$363.9K0.0%CoreLowNew York, NY2026-10-26
Carnegie Investment Counsel
16,450$352.3K0.0%CoreLowPepper Pike, OH2026-10-20
J.W. Cole Advisors, Inc.
16,378$350.7K0.0%IndexLowTampa, FL2026-11-05
Wealth Quarterback LLC
15,371$329.2K0.1%ETFMediumToms River, NJ2026-10-20
Wealth Enhancement Advisory Services, LLC
14,775$318.0K0.0%CoreLowPlymouth, MN2026-10-13
NewCorp Financial Services, Inc.
10,931$234.1K0.2%ETFLowAlpharetta, GA2026-10-14
Asset Dedication, LLC
10,318$221.0K0.0%ETFLowSan Francisco, CA2026-11-03
Cambridge Financial Group, LLC
10,318$224.4K0.1%ETFLowTucson, AZ2026-10-06
Denver PWM, LLC
9,543$204.4K0.1%ETFLowDenver, CO2026-10-22
Wolff Wiese Magana LLC
6,078$130.2K0.1%GrowthLowCarslbad, CA2026-10-15
Latitude Advisors, LLC
4,748$101.7K0.0%ETFLowYorkville, IL2026-10-27
TD Waterhouse Canada Inc.
3,800$81.3K0.0%CoreLowToronto, Australia2026-10-16
Farther Finance Advisors, LLC
2,646$56.7K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
1,458$31.2K0.0%IndexVery LowFoster City, CA2026-10-08
CX Institutional
1,391$300.0%CoreMediumAuburn, IN2026-10-02
Sarver Vrooman Wealth Advisors
1,328$28.4K0.0%ETFMediumKansas City, MO2026-10-01
Horizon Financial Services, LLC
1,311$28.1K0.0%ETFLowWinston Salem, NC2026-11-04
Tradewinds Capital Management, LLC
1,309$28.0K0.0%ETFVery HighBellingham, WA2026-10-23
Private Trust Co NA
750$16.1K0.0%CoreLowCleveland, OH2026-10-20
RHL Group, LLC
639$13.7K0.0%ETFVery HighHolly, MI2026-11-04
Fifth Third Bancorp
552$11.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Financial Consulate, Inc
323$6.9K0.0%ETFLowHunt Valley, MD2026-10-23
IFP Advisors, Inc
135$2.9K0.0%GrowthLowTampa, FL2026-10-16
Community Financial Services Group, LLC
125$2.7K0.0%GrowthLowNewport, VT2026-10-15
Capital Investment Advisory Services, LLC
108$2.3K0.0%CoreMediumRaleigh, NC2026-10-30