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Invesco Bulletshares 2027 HY (BSJR)

CUSIP: 46138J585 | NYSE | 249 institutional holders

Quarters

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

Mirador Capital Partners LP3,226,238
8.3% of portfolio›$71.3M
Collective Family Office LLC828,959
3.8% of portfolio›$18.3M
Ashton Thomas Private Wealth, LLC786,843
0.3% of portfolio›$17.4M
Altium Investment Strategies LLC744,425
18.9% of portfolio›$16.5M
Accurate Wealth Management, LLC744,425
1.4% of portfolio›$16.5M
Larson Financial Group LLC674,345
0.4% of portfolio›$14.9M
Parkway Wealth Management Group, LLC462,544
1.2% of portfolio›$10.2M
Verity Asset Management, Inc.363,683
3.1% of portfolio›$8.0M
Ironwood Financial, llc347,077
1.2% of portfolio›$7.7M
SFE Investment Counsel345,932
1.0% of portfolio›$7.6M
Banta Asset Management LP326,885
6.5% of portfolio›$7.2M
Commonwealth Equity Services, LLC305,339
0.0% of portfolio›$6.7M
Intrua Financial, LLC296,057
0.6% of portfolio›$6.5M
Chatham Capital Group, Inc.286,084
0.8% of portfolio›$6.3M
Old Second National Bank of Aurora245,109
1.1% of portfolio›$5.4M
Howard Wealth Management, LLC221,183
1.8% of portfolio›$4.9M
MGO One Seven LLC187,336
0.1% of portfolio›$4.1M
Kestra Advisory Services, LLC185,908
0.0% of portfolio›$4.1M
Pacific Wealth Strategies Group, Inc.172,765
2.1% of portfolio›$3.8M
River Street Advisors LLC170,423
1.2% of portfolio›$3.8M
Sidoxia Capital Management, LLC162,992
2.5% of portfolio›$3.6M
Glass Jacobson Investment Advisors llc157,156
1.1% of portfolio›$3.5M
Prospera Financial Services Inc148,844
0.0% of portfolio›$3.3M
Horizons Wealth Management130,191
1.8% of portfolio›$2.9M
Independent Wealth Advisors LLC91,000
1.7% of portfolio›$2.0M
S.E.E.D. Planning Group LLC90,585
0.5% of portfolio›$2.0M
HUB Investment Partners, LLC85,746
0.0% of portfolio›$1.9M
TD Waterhouse Canada Inc.73,439
0.0% of portfolio›$1.6M
Lido Advisors, LLC70,583
0.0% of portfolio›$1.6M
Blue Capital, Inc.69,380
1.0% of portfolio›$1.5M
Collaborative Fund Advisors, LLC66,393
0.8% of portfolio›$1.5M
Sound Stewardship, LLC64,894
0.6% of portfolio›$1.4M
Altrius Capital Management Inc62,636
0.2% of portfolio›$1.4M
Compound Planning, Inc.59,794
0.0% of portfolio›$1.3M
Segment Wealth Management, LLC59,515
0.1% of portfolio›$1.3M
AA Financial Advisors, LLC57,696
0.2% of portfolio›$1.3M
Thrivent Financial for Lutherans50,784
0.0% of portfolio›$1.1M
Wagner Wealth Management, Corp47,426
0.8% of portfolio›$1.0M
Cambridge Investment Research Advisors, Inc.42,948
0.0% of portfolio›$949.0K
Gradient Investments LLC41,544
0.0% of portfolio›$918.3K
Brookstone Capital Management40,178
0.0% of portfolio›$888.1K
Key FInancial Inc39,962
0.1% of portfolio›$883.4K
J.W. Cole Advisors, Inc.37,424
0.0% of portfolio›$827.3K
Quad-Cities Investment Group, LLC34,731
0.3% of portfolio›$767.7K
Farnam Financial LLC34,153
0.6% of portfolio›$757.5K
Valtinson Bruner Financial Planning LLC33,398
0.2% of portfolio›$738.3K
Ballew Advisors, Inc31,396
0.3% of portfolio›$695.4K
Stablepoint Partners, LLC29,022
0.1% of portfolio›$641.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management28,068
0.0% of portfolio›$620.5K
Meriwether Wealth & Planning, LLC27,550
0.3% of portfolio›$609.0K
Independent Financial Group, LLC27,459
0.0% of portfolio›$607.0K
VestGen Advisors, LLC27,436
0.0% of portfolio›$606.5K
AlphaStar Capital Management, LLC26,840
0.0% of portfolio›$593.3K
HB Wealth Management, LLC26,223
0.0% of portfolio›$579.7K
Ashton Thomas Securities, LLC25,513
0.1% of portfolio›$564.0K
BXM Wealth LLC21,526
0.3% of portfolio›$475.8K
Net Worth Advisory Group20,079
0.1% of portfolio›$444.3K
4Thought Financial Group Inc.20,079
0.2% of portfolio›$443.8K
Tassel Capital Management, Inc.19,811
0.2% of portfolio›$437.9K
Encompass More Asset Management19,187
0.1% of portfolio›$424.1K
Oppenheimer & Co Inc17,634
0.0% of portfolio›$389.8K
Choreo, LLC16,706
0.0% of portfolio›$369.3K
Hennion & Walsh Asset Management, Inc.15,931
0.0% of portfolio›$352.2K
Bright Futures Wealth Management, Llc.15,724
0.2% of portfolio›$347.6K
Wealth Quarterback LLC15,318
0.1% of portfolio›$338.6K
Atria Investments, Inc14,990
0.0% of portfolio›$331.4K
Voisard Asset Management Group, Inc.13,270
0.1% of portfolio›$293.3K
Insight Wealth Partners, LLC12,452
0.0% of portfolio›$275.3K
Wespac Advisors, LLC12,359
0.1% of portfolio›$273.2K
Evexia Wealth LLC12,321
0.1% of portfolio›$273.0K
CRA Financial Services, LLC12,287
0.0% of portfolio›$271.6K
BCS Wealth Management11,566
0.0% of portfolio›$255.7K
Nautilus Advisors LLC10,101
0.1% of portfolio›$223.3K
Livet Wealth, LLC10,028
0.1% of portfolio›$221.7K
Wealth Enhancement Advisory Services, LLC9,999
0.0% of portfolio›$222.1K
Carnegie Investment Counsel9,150
0.0% of portfolio›$202.3K
GPM Growth Investors, Inc.9,109
0.1% of portfolio›$201.4K
Horizon Financial Services, LLC4,880
0.0% of portfolio›$107.9K
Latitude Advisors, LLC4,619
0.0% of portfolio›$102.1K
IFP Advisors, Inc4,598
0.0% of portfolio›$101.6K
Asset Dedication, LLC2,873
0.0% of portfolio›$63.5K
CoreCap Advisors, LLC2,290
0.0% of portfolio›$50.6K
Farther Finance Advisors, LLC2,073
0.0% of portfolio›$45.8K
Richards, Merrill & Peterson, Inc.1,885
0.0% of portfolio›$41.7K
Wolff Wiese Magana LLC1,445
0.0% of portfolio›$31.9K
CX Institutional1,374
0.0% of portfolio›$30
Gamma Investing LLC1,353
0.0% of portfolio›$29.9K
Bradley & Co. Private Wealth Management, LLC670
0.0% of portfolio›$14.8K
Sarver Vrooman Wealth Advisors645
0.0% of portfolio›$14.3K
Fifth Third Bancorp600
0.0% of portfolio›$13.3K
United Community Bank600
0.0% of portfolio›$13.3K
Financial Consulate, Inc314
0.0% of portfolio›$6.9K
Aspect Partners, LLC274
0.0% of portfolio›$6.1K
Community Financial Services Group, LLC125
0.0% of portfolio›$2.8K
Capital Investment Advisory Services, LLC75
0.0% of portfolio›$1.7K
StyleTurnoverLocationFiled
Mirador Capital Partners LP
3,226,238$71.3M8.3%GrowthMediumPleasanton, CA2026-10-09
Collective Family Office LLC
828,959$18.3M3.8%ETFLowYork, PA2026-10-05
Ashton Thomas Private Wealth, LLC
786,843$17.4M0.3%CoreMediumScottsdale, AZ2026-11-03
Altium Investment Strategies LLC
744,425$16.5M18.9%ETFLowWesley Chapel, FL2026-10-20
Accurate Wealth Management, LLC
744,425$16.5M1.4%CoreMediumWesley Chapel, FL2026-10-20
Larson Financial Group LLC
674,345$14.9M0.4%GrowthLowSt Louis, MO2026-11-05
Parkway Wealth Management Group, LLC
462,544$10.2M1.2%ETFHighPlano, TX2026-10-20
Verity Asset Management, Inc.
363,683$8.0M3.1%CoreMediumDurham, NC2026-10-30
Ironwood Financial, llc
347,077$7.7M1.2%ETFLowTucson, AZ2026-10-20
SFE Investment Counsel
345,932$7.6M1.0%CoreLowLos Angeles, CA2026-10-29
Banta Asset Management LP
326,885$7.2M6.5%ETFLowNewport Beach, CA2026-11-02
Commonwealth Equity Services, LLC
305,339$6.7M0.0%ETFLowWaltham, MA2026-11-02
Intrua Financial, LLC
296,057$6.5M0.6%ETFMediumHouston, TX2026-10-28
Chatham Capital Group, Inc.
286,084$6.3M0.8%CoreLowSavannah, GA2026-10-16
Old Second National Bank of Aurora
245,109$5.4M1.1%CoreLowAurora, IL2026-10-22
Howard Wealth Management, LLC
221,183$4.9M1.8%ETFVery LowMadison, CT2026-10-28
MGO One Seven LLC
187,336$4.1M0.1%GrowthLowBeachwood, OH2026-10-28
Kestra Advisory Services, LLC
185,908$4.1M0.0%CoreLowAustin, TX2026-11-02
Pacific Wealth Strategies Group, Inc.
172,765$3.8M2.1%ETFMediumSanta Barbara, CA2026-11-02
River Street Advisors LLC
170,423$3.8M1.2%CoreLowAurora, IL2026-10-22
Sidoxia Capital Management, LLC
162,992$3.6M2.5%GrowthLowNewport Beach, CA2026-10-28
Glass Jacobson Investment Advisors llc
157,156$3.5M1.1%ETFLowOwings Mills, MD2026-10-26
Prospera Financial Services Inc
148,844$3.3M0.0%CoreMediumDallas, TX2026-11-04
Horizons Wealth Management
130,191$2.9M1.8%ETFLowAsheville, NC2026-10-05
Independent Wealth Advisors LLC
91,000$2.0M1.7%ETFLowCary, NC2026-10-27
S.E.E.D. Planning Group LLC
90,585$2.0M0.5%CoreMediumBinghamton, NY2026-10-07
HUB Investment Partners, LLC
85,746$1.9M0.0%GrowthLowAustin, TX2026-11-03
TD Waterhouse Canada Inc.
73,439$1.6M0.0%CoreLowToronto, Australia2026-10-16
Lido Advisors, LLC
70,583$1.6M0.0%GrowthLowLos Angeles, CA2026-11-04
Blue Capital, Inc.
69,380$1.5M1.0%CoreHighOmaha, NE2026-10-13
Collaborative Fund Advisors, LLC
66,393$1.5M0.8%GrowthVery HighReno, NV2026-11-02
Sound Stewardship, LLC
64,894$1.4M0.6%ETFVery LowOverland Park, KS2026-10-14
Altrius Capital Management Inc
62,636$1.4M0.2%YieldMediumNew Bern, NC2026-11-05
Compound Planning, Inc.
59,794$1.3M0.0%CoreLowNew York, NY2026-11-05
Segment Wealth Management, LLC
59,515$1.3M0.1%CoreLowHouston, TX2026-10-26
AA Financial Advisors, LLC
57,696$1.3M0.2%ETFMediumColumbus, OH2026-10-19
Thrivent Financial for Lutherans
50,784$1.1M0.0%GARPMediumMinneapolis, MN2026-11-05
Wagner Wealth Management, Corp
47,426$1.0M0.8%ETFHighConyngham, PA2026-10-20
Cambridge Investment Research Advisors, Inc.
42,948$949.0K0.0%ETFLowFairfield, IA2026-11-02
Gradient Investments LLC
41,544$918.3K0.0%CoreMediumArden Hills, MN2026-10-08
Brookstone Capital Management
40,178$888.1K0.0%ETFMediumWheaton, IL2026-10-22
Key FInancial Inc
39,962$883.4K0.1%ETFLowWest Chester, PA2026-11-02
J.W. Cole Advisors, Inc.
37,424$827.3K0.0%IndexLowTampa, FL2026-11-05
Quad-Cities Investment Group, LLC
34,731$767.7K0.3%CoreLowDavenport, IA2026-10-16
Farnam Financial LLC
34,153$757.5K0.6%ETFLowPhoenix, AZ2026-10-21
Valtinson Bruner Financial Planning LLC
33,398$738.3K0.2%ETFLowNew Brighton, MN2026-11-02
Ballew Advisors, Inc
31,396$695.4K0.3%ETFLowJackson, MS2026-10-05
Stablepoint Partners, LLC
29,022$641.5K0.1%CoreLowBraintree, MA2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
28,068$620.5K0.0%GrowthVery LowSeattle, WA2026-10-27
Meriwether Wealth & Planning, LLC
27,550$609.0K0.3%ETFMediumMinden, LA2026-10-13
Independent Financial Group, LLC
27,459$607.0K0.0%GrowthLowSan Diego, CA2026-10-13
VestGen Advisors, LLC
27,436$606.5K0.0%GrowthMediumChicago, IL2026-10-27
AlphaStar Capital Management, LLC
26,840$593.3K0.0%ETFMediumCornelius, NC2026-10-16
HB Wealth Management, LLC
26,223$579.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Ashton Thomas Securities, LLC
25,513$564.0K0.1%ETFMediumRochester, NY2026-10-26
BXM Wealth LLC
21,526$475.8K0.3%GrowthLowEnglewood, CO2026-11-03
Net Worth Advisory Group
20,079$444.3K0.1%GARPMediumSandy, UT2026-10-20
4Thought Financial Group Inc.
20,079$443.8K0.2%ETFLowSyosset, NY2026-11-02
Tassel Capital Management, Inc.
19,811$437.9K0.2%ETFLowMatthews, NC2026-10-20
Encompass More Asset Management
19,187$424.1K0.1%ETFHighDanville, CA2026-10-16
Oppenheimer & Co Inc
17,634$389.8K0.0%CoreLowNew York, NY2026-10-26
Choreo, LLC
16,706$369.3K0.0%IndexLowRockford, IL2026-10-28
Hennion & Walsh Asset Management, Inc.
15,931$352.2K0.0%ValueMediumParsippany, NJ2026-10-13
Bright Futures Wealth Management, Llc.
15,724$347.6K0.2%CoreHighWebster, Ny 14580, NY2026-10-23
Wealth Quarterback LLC
15,318$338.6K0.1%ETFMediumToms River, NJ2026-10-20
Atria Investments, Inc
14,990$331.4K0.0%CoreMediumCharlotte, NC2026-10-15
Voisard Asset Management Group, Inc.
13,270$293.3K0.1%ETFLowGrand Rapids, MI2026-10-13
Insight Wealth Partners, LLC
12,452$275.3K0.0%ETFLowPlano, TX2026-10-26
Wespac Advisors, LLC
12,359$273.2K0.1%ETFHighOrinda, CA2026-10-26
Evexia Wealth LLC
12,321$273.0K0.1%CoreMediumStevens Point, WI2026-11-05
CRA Financial Services, LLC
12,287$271.6K0.0%ETFVery LowNorthfield, NJ2026-10-16
BCS Wealth Management
11,566$255.7K0.0%ETFVery LowJohnson City, TN2026-11-03
Nautilus Advisors LLC
10,101$223.3K0.1%GrowthLowLa Jolla, CA2026-10-07
Livet Wealth, LLC
10,028$221.7K0.1%ETFLowSpanish Fork, UT2026-10-27
Wealth Enhancement Advisory Services, LLC
9,999$222.1K0.0%CoreLowPlymouth, MN2026-10-13
Carnegie Investment Counsel
9,150$202.3K0.0%CoreLowPepper Pike, OH2026-10-20
GPM Growth Investors, Inc.
9,109$201.4K0.1%GrowthLowBloomfield Hills, MI2026-10-30
Horizon Financial Services, LLC
4,880$107.9K0.0%ETFLowWinston Salem, NC2026-11-04
Latitude Advisors, LLC
4,619$102.1K0.0%ETFLowYorkville, IL2026-10-27
IFP Advisors, Inc
4,598$101.6K0.0%GrowthLowTampa, FL2026-10-16
Asset Dedication, LLC
2,873$63.5K0.0%ETFLowSan Francisco, CA2026-11-03
CoreCap Advisors, LLC
2,290$50.6K0.0%ETFMediumSouthfield, MI2026-10-08
Farther Finance Advisors, LLC
2,073$45.8K0.0%IndexLowSan Francisco, CA2026-10-08
Richards, Merrill & Peterson, Inc.
1,885$41.7K0.0%GrowthLowSpokane, WA2026-10-19
Wolff Wiese Magana LLC
1,445$31.9K0.0%GrowthLowCarslbad, CA2026-10-15
CX Institutional
1,374$300.0%CoreMediumAuburn, IN2026-10-02
Gamma Investing LLC
1,353$29.9K0.0%IndexVery LowFoster City, CA2026-10-08
Bradley & Co. Private Wealth Management, LLC
670$14.8K0.0%CoreVery LowMiami, FL2026-10-23
Sarver Vrooman Wealth Advisors
645$14.3K0.0%ETFMediumKansas City, MO2026-10-01
Fifth Third Bancorp
600$13.3K0.0%IndexVery LowCincinnati, OH2026-11-05
United Community Bank
600$13.3K0.0%CoreLowGreenville, SC2026-10-28
Financial Consulate, Inc
314$6.9K0.0%ETFLowHunt Valley, MD2026-10-23
Aspect Partners, LLC
274$6.1K0.0%ETFMediumFairfax, VA2026-10-20
Community Financial Services Group, LLC
125$2.8K0.0%GrowthLowNewport, VT2026-10-15
Capital Investment Advisory Services, LLC
75$1.7K0.0%CoreMediumRaleigh, NC2026-10-30