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Invesco Bulletshares 2026 HY (BSJQ)

CUSIP: 46138J635 | NYSE | 335 institutional holders

Quarters

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

Mirador Capital Partners LP1,331,615
3.5% of portfolio›$30.4M
Parkway Wealth Management Group, LLC448,803
1.2% of portfolio›$10.2M
Cornerstone Planning, LLC430,871
2.0% of portfolio›$9.9M
Ashton Thomas Private Wealth, LLC346,868
0.2% of portfolio›$7.9M
Lido Advisors, LLC343,800
0.0% of portfolio›$7.8M
Larson Financial Group LLC292,060
0.2% of portfolio›$6.7M
Commonwealth Equity Services, LLC273,140
0.0% of portfolio›$6.2M
Milestone Asset Management, LLC234,772
0.8% of portfolio›$5.4M
Kestra Advisory Services, LLC214,368
0.0% of portfolio›$4.9M
Verity Asset Management, Inc.213,717
1.9% of portfolio›$4.9M
Howard Wealth Management, LLC212,439
1.8% of portfolio›$4.8M
Banta Asset Management LP194,233
4.0% of portfolio›$4.4M
Evexia Wealth LLC181,825
1.1% of portfolio›$4.1M
Pacific Wealth Strategies Group, Inc.163,888
2.0% of portfolio›$3.7M
HB Wealth Management, LLC153,820
0.0% of portfolio›$3.5M
Sidoxia Capital Management, LLC147,768
2.4% of portfolio›$3.4M
Prospera Financial Services Inc138,475
0.0% of portfolio›$3.2M
Glass Jacobson Investment Advisors llc136,745
1.0% of portfolio›$3.1M
Intrua Financial, LLC118,931
0.3% of portfolio›$2.7M
Thrivent Financial for Lutherans109,936
0.0% of portfolio›$2.5M
Altium Investment Strategies LLC108,725
2.8% of portfolio›$2.5M
Accurate Wealth Management, LLC108,725
0.2% of portfolio›$2.5M
Merit Financial Group, LLC104,747
0.0% of portfolio›$2.4M
Horizons Wealth Management98,342
1.4% of portfolio›$2.2M
S.E.E.D. Planning Group LLC88,054
0.5% of portfolio›$2.0M
TD Waterhouse Canada Inc.86,266
0.0% of portfolio›$2.0M
Independent Wealth Advisors LLC86,116
1.6% of portfolio›$2.0M
SFE Investment Counsel83,536
0.3% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.81,151
0.0% of portfolio›$1.9M
AA Financial Advisors, LLC75,787
0.2% of portfolio›$1.7M
Ledgewood Wealth Advisors, LLC68,226
0.9% of portfolio›$1.6M
Global Assets Advisory, LLC68,207
0.3% of portfolio›$1.6M
Blue Capital, Inc.67,577
1.0% of portfolio›$1.5M
Sound Stewardship, LLC60,595
0.6% of portfolio›$1.4M
Key FInancial Inc57,181
0.2% of portfolio›$1.3M
Avidian Wealth Enterprises, LLC53,980
0.0% of portfolio›$1.2M
HUB Investment Partners, LLC49,870
0.0% of portfolio›$1.1M
Altrius Capital Management Inc49,218
0.2% of portfolio›$1.1M
Werba Rubin Papier Wealth Management47,452
0.1% of portfolio›$1.1M
Wagner Wealth Management, Corp45,021
0.8% of portfolio›$1.0M
Ballew Advisors, Inc42,049
0.5% of portfolio›$959.8K
Semitam Bonam LLC38,223
0.6% of portfolio›$872.4K
Gradient Investments LLC37,689
0.0% of portfolio›$860.2K
Livet Wealth, LLC37,580
0.5% of portfolio›$857.8K
J.W. Cole Advisors, Inc.36,624
0.0% of portfolio›$836.0K
Brookstone Capital Management36,171
0.0% of portfolio›$825.6K
Stablepoint Partners, LLC32,100
0.1% of portfolio›$732.7K
MGO One Seven LLC31,617
0.0% of portfolio›$721.7K
Farnam Financial LLC31,497
0.5% of portfolio›$718.9K
Wealth Advisory Solutions, LLC29,438
0.1% of portfolio›$671.9K
StoneX Group Inc.28,890
0.0% of portfolio›$660.6K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management27,565
0.0% of portfolio›$629.2K
Meriwether Wealth & Planning, LLC23,509
0.2% of portfolio›$536.6K
4Thought Financial Group Inc.23,061
0.2% of portfolio›$526.4K
Independent Financial Group, LLC22,063
0.0% of portfolio›$503.6K
Wilkins Miller Wealth Management, LLC21,844
0.3% of portfolio›$498.6K
Flavin Financial Services, Inc.21,714
0.3% of portfolio›$495.6K
AlphaStar Capital Management, LLC20,439
0.0% of portfolio›$466.5K
FF Advisors,LLC18,500
0.2% of portfolio›$422.3K
BCS Wealth Management18,037
0.1% of portfolio›$411.7K
Collaborative Fund Advisors, LLC17,849
0.2% of portfolio›$407.4K
Montis Financial, LLC17,219
0.1% of portfolio›$393.0K
CRA Financial Services, LLC16,756
0.0% of portfolio›$382.5K
Net Worth Advisory Group16,640
0.1% of portfolio›$379.7K
Voisard Asset Management Group, Inc.15,729
0.1% of portfolio›$359.0K
Valtinson Bruner Financial Planning LLC14,899
0.1% of portfolio›$340.1K
BXM Wealth LLC13,903
0.2% of portfolio›$317.3K
Wealth Quarterback LLC13,741
0.1% of portfolio›$313.6K
Quad-Cities Investment Group, LLC13,190
0.1% of portfolio›$301.1K
Insight Wealth Partners, LLC12,701
0.0% of portfolio›$289.9K
Iron Financial LLC12,563
0.1% of portfolio›$286.7K
Tassel Capital Management, Inc.11,624
0.1% of portfolio›$265.3K
Redhawk Wealth Advisors, Inc.11,219
0.0% of portfolio›$256.1K
Moneco Advisors, LLC10,135
0.0% of portfolio›$231.3K
XML Financial, LLC9,575
0.0% of portfolio›$218.5K
PKS Advisory Services, LLC9,345
0.0% of portfolio›$214.5K
Collective Family Office LLC9,216
0.0% of portfolio›$210.4K
Horizon Financial Services, LLC8,962
0.1% of portfolio›$204.6K
Asset Dedication, LLC4,807
0.0% of portfolio›$109.7K
CoreCap Advisors, LLC3,819
0.0% of portfolio›$87.2K
EverSource Wealth Advisors, LLC3,667
0.0% of portfolio›$83.7K
Farther Finance Advisors, LLC2,482
0.0% of portfolio›$56.7K
Ashton Thomas Securities, LLC1,910
0.0% of portfolio›$43.6K
Richards, Merrill & Peterson, Inc.1,783
0.0% of portfolio›$40.7K
Fifth Third Bancorp1,458
0.0% of portfolio›$33.3K
CX Institutional1,320
0.0% of portfolio›$30
Sarver Vrooman Wealth Advisors1,227
0.0% of portfolio›$28.0K
Aspect Partners, LLC273
0.0% of portfolio›$6.2K
Kingdom Financial Group Llc.192
0.0% of portfolio›$4.4K
IFP Advisors, Inc163
0.0% of portfolio›$3.7K
Wolff Wiese Magana LLC129
0.0% of portfolio›$2.9K
Community Financial Services Group, LLC125
0.0% of portfolio›$2.9K
Independence Bank of Kentucky101
0.0% of portfolio›$2.3K
StyleTurnoverLocationFiled
Mirador Capital Partners LP
1,331,615$30.4M3.5%GrowthMediumPleasanton, CA2026-10-09
Parkway Wealth Management Group, LLC
448,803$10.2M1.2%ETFHighPlano, TX2026-10-20
Cornerstone Planning, LLC
430,871$9.9M2.0%CoreMediumCharlotte, NC2026-10-27
Ashton Thomas Private Wealth, LLC
346,868$7.9M0.2%CoreMediumScottsdale, AZ2026-11-03
Lido Advisors, LLC
343,800$7.8M0.0%GrowthLowLos Angeles, CA2026-11-04
Larson Financial Group LLC
292,060$6.7M0.2%GrowthLowSt Louis, MO2026-11-05
Commonwealth Equity Services, LLC
273,140$6.2M0.0%ETFLowWaltham, MA2026-11-02
Milestone Asset Management, LLC
234,772$5.4M0.8%GrowthHighPittsburgh, PA2026-10-15
Kestra Advisory Services, LLC
214,368$4.9M0.0%CoreLowAustin, TX2026-11-02
Verity Asset Management, Inc.
213,717$4.9M1.9%CoreMediumDurham, NC2026-10-30
Howard Wealth Management, LLC
212,439$4.8M1.8%ETFVery LowMadison, CT2026-10-28
Banta Asset Management LP
194,233$4.4M4.0%ETFLowNewport Beach, CA2026-11-02
Evexia Wealth LLC
181,825$4.1M1.1%CoreMediumStevens Point, WI2026-11-05
Pacific Wealth Strategies Group, Inc.
163,888$3.7M2.0%ETFMediumSanta Barbara, CA2026-11-02
HB Wealth Management, LLC
153,820$3.5M0.0%IndexVery LowAtlanta, GA2026-10-23
Sidoxia Capital Management, LLC
147,768$3.4M2.4%GrowthLowNewport Beach, CA2026-10-28
Prospera Financial Services Inc
138,475$3.2M0.0%CoreMediumDallas, TX2026-11-04
Glass Jacobson Investment Advisors llc
136,745$3.1M1.0%ETFLowOwings Mills, MD2026-10-26
Intrua Financial, LLC
118,931$2.7M0.3%ETFMediumHouston, TX2026-10-28
Thrivent Financial for Lutherans
109,936$2.5M0.0%GARPMediumMinneapolis, MN2026-11-05
Altium Investment Strategies LLC
108,725$2.5M2.8%ETFLowWesley Chapel, FL2026-10-20
Accurate Wealth Management, LLC
108,725$2.5M0.2%CoreMediumWesley Chapel, FL2026-10-20
Merit Financial Group, LLC
104,747$2.4M0.0%ETFLowAlpharetta, GA2026-11-06
Horizons Wealth Management
98,342$2.2M1.4%ETFLowAsheville, NC2026-10-05
S.E.E.D. Planning Group LLC
88,054$2.0M0.5%CoreMediumBinghamton, NY2026-10-07
TD Waterhouse Canada Inc.
86,266$2.0M0.0%CoreLowToronto, Australia2026-10-16
Independent Wealth Advisors LLC
86,116$2.0M1.6%ETFLowCary, NC2026-10-27
SFE Investment Counsel
83,536$1.9M0.3%CoreLowLos Angeles, CA2026-10-29
Cambridge Investment Research Advisors, Inc.
81,151$1.9M0.0%ETFLowFairfield, IA2026-11-02
AA Financial Advisors, LLC
75,787$1.7M0.2%ETFMediumColumbus, OH2026-10-19
Ledgewood Wealth Advisors, LLC
68,226$1.6M0.9%ETFLowExeter, NH2026-10-09
Global Assets Advisory, LLC
68,207$1.6M0.3%GrowthHighOrlando, FL2026-10-28
Blue Capital, Inc.
67,577$1.5M1.0%CoreHighOmaha, NE2026-10-13
Sound Stewardship, LLC
60,595$1.4M0.6%ETFVery LowOverland Park, KS2026-10-14
Key FInancial Inc
57,181$1.3M0.2%ETFLowWest Chester, PA2026-11-02
Avidian Wealth Enterprises, LLC
53,980$1.2M0.0%ETFLowHouston, TX2026-10-08
HUB Investment Partners, LLC
49,870$1.1M0.0%GrowthLowAustin, TX2026-11-03
Altrius Capital Management Inc
49,218$1.1M0.2%YieldMediumNew Bern, NC2026-11-05
Werba Rubin Papier Wealth Management
47,452$1.1M0.1%ETFLowSan Jose, CA2026-11-06
Wagner Wealth Management, Corp
45,021$1.0M0.8%ETFHighConyngham, PA2026-10-20
Ballew Advisors, Inc
42,049$959.8K0.5%ETFLowJackson, MS2026-10-05
Semitam Bonam LLC
38,223$872.4K0.6%ETFVery LowGoshen, NY2026-10-27
Gradient Investments LLC
37,689$860.2K0.0%CoreMediumArden Hills, MN2026-10-08
Livet Wealth, LLC
37,580$857.8K0.5%ETFLowSpanish Fork, UT2026-10-27
J.W. Cole Advisors, Inc.
36,624$836.0K0.0%IndexLowTampa, FL2026-11-05
Brookstone Capital Management
36,171$825.6K0.0%ETFMediumWheaton, IL2026-10-22
Stablepoint Partners, LLC
32,100$732.7K0.1%CoreLowBraintree, MA2026-11-03
MGO One Seven LLC
31,617$721.7K0.0%GrowthLowBeachwood, OH2026-10-28
Farnam Financial LLC
31,497$718.9K0.5%ETFLowPhoenix, AZ2026-10-21
Wealth Advisory Solutions, LLC
29,438$671.9K0.1%ETFLowZionsville, IN2026-10-20
StoneX Group Inc.
28,890$660.6K0.0%ETFMediumNew York, NY2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
27,565$629.2K0.0%GrowthVery LowSeattle, WA2026-10-27
Meriwether Wealth & Planning, LLC
23,509$536.6K0.2%ETFMediumMinden, LA2026-10-13
4Thought Financial Group Inc.
23,061$526.4K0.2%ETFLowSyosset, NY2026-11-02
Independent Financial Group, LLC
22,063$503.6K0.0%GrowthLowSan Diego, CA2026-10-13
Wilkins Miller Wealth Management, LLC
21,844$498.6K0.3%ETFVery LowMobile, AL2026-10-13
Flavin Financial Services, Inc.
21,714$495.6K0.3%CoreVery LowMelbourne, FL2026-10-21
AlphaStar Capital Management, LLC
20,439$466.5K0.0%ETFMediumCornelius, NC2026-10-16
FF Advisors,LLC
18,500$422.3K0.2%ETFLowManhattan Beach, CA2026-10-21
BCS Wealth Management
18,037$411.7K0.1%ETFVery LowJohnson City, TN2026-11-03
Collaborative Fund Advisors, LLC
17,849$407.4K0.2%GrowthVery HighReno, NV2026-11-02
Montis Financial, LLC
17,219$393.0K0.1%ETFLowWaltham, MA2026-11-04
CRA Financial Services, LLC
16,756$382.5K0.0%ETFVery LowNorthfield, NJ2026-10-16
Net Worth Advisory Group
16,640$379.7K0.1%GARPMediumSandy, UT2026-10-20
Voisard Asset Management Group, Inc.
15,729$359.0K0.1%ETFLowGrand Rapids, MI2026-10-13
Valtinson Bruner Financial Planning LLC
14,899$340.1K0.1%ETFLowNew Brighton, MN2026-11-02
BXM Wealth LLC
13,903$317.3K0.2%GrowthLowEnglewood, CO2026-11-03
Wealth Quarterback LLC
13,741$313.6K0.1%ETFMediumToms River, NJ2026-10-20
Quad-Cities Investment Group, LLC
13,190$301.1K0.1%CoreLowDavenport, IA2026-10-16
Insight Wealth Partners, LLC
12,701$289.9K0.0%ETFLowPlano, TX2026-10-26
Iron Financial LLC
12,563$286.7K0.1%ETFLowNorthbrook, IL2026-10-23
Tassel Capital Management, Inc.
11,624$265.3K0.1%ETFLowMatthews, NC2026-10-20
Redhawk Wealth Advisors, Inc.
11,219$256.1K0.0%ETFHighMinneapolis, MN2026-10-14
Moneco Advisors, LLC
10,135$231.3K0.0%ETFLowFairfield, CT2026-11-05
XML Financial, LLC
9,575$218.5K0.0%ETFLowBethesda, MD2026-10-29
PKS Advisory Services, LLC
9,345$214.5K0.0%ETFMediumAlbany, NY2026-10-26
Collective Family Office LLC
9,216$210.4K0.0%ETFLowYork, PA2026-10-05
Horizon Financial Services, LLC
8,962$204.6K0.1%ETFLowWinston Salem, NC2026-11-04
Asset Dedication, LLC
4,807$109.7K0.0%ETFLowSan Francisco, CA2026-11-03
CoreCap Advisors, LLC
3,819$87.2K0.0%ETFMediumSouthfield, MI2026-10-08
EverSource Wealth Advisors, LLC
3,667$83.7K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
2,482$56.7K0.0%IndexLowSan Francisco, CA2026-10-08
Ashton Thomas Securities, LLC
1,910$43.6K0.0%ETFMediumRochester, NY2026-10-26
Richards, Merrill & Peterson, Inc.
1,783$40.7K0.0%GrowthLowSpokane, WA2026-10-19
Fifth Third Bancorp
1,458$33.3K0.0%IndexVery LowCincinnati, OH2026-11-05
CX Institutional
1,320$300.0%CoreMediumAuburn, IN2026-10-02
Sarver Vrooman Wealth Advisors
1,227$28.0K0.0%ETFMediumKansas City, MO2026-10-01
Aspect Partners, LLC
273$6.2K0.0%ETFMediumFairfax, VA2026-10-20
Kingdom Financial Group Llc.
192$4.4K0.0%ETFMediumPeoria, AZ2026-11-04
IFP Advisors, Inc
163$3.7K0.0%GrowthLowTampa, FL2026-10-16
Wolff Wiese Magana LLC
129$2.9K0.0%GrowthLowCarslbad, CA2026-10-15
Community Financial Services Group, LLC
125$2.9K0.0%GrowthLowNewport, VT2026-10-15
Independence Bank of Kentucky
101$2.3K0.0%GrowthLowOwensboro, KY2026-10-26