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Invesco Bulletshares 2033 HY (BSJX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q2 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Moneco Advisors, LLC
DECREASED
Shares23,967 from 106,814
Change-82,847 (-78%)
Value$575.9K (-$1.7M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares23,607 from 23,245
Change+362 (+2%)
Value$567.3K (-$17.8K)
Filed 2026-11-06
4Thought Financial Group Inc.
INCREASED
Shares17,434 from 17,344
Change+90 (+1%)
Value$418.9K (-$17.6K)
Filed 2026-11-02
VestGen Advisors, LLC
INCREASED
Shares8,789 from 8,174
Change+615 (+8%)
Value$211.2K (+$5.5K)
Filed 2026-10-27
Asset Dedication, LLC
UNCHANGED
Shares787 from 787
Change0 (0%)
Value$18.9K (-$896)
Filed 2026-11-03
Harbour Investments, Inc.
NEW
Shares346
Change+346
Value$8.3K
Filed 2026-11-09
Community Financial Services Group, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$3.0K (-$142)
Filed 2026-10-15
IMA Advisory Services, Inc.
N/A
Shares— from 292,163
Change-292,163 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 81,662
Change-81,662 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 50,715
Change-50,715 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 34,050
Change-34,050 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,139
Change-7,139 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Status
Moneco Advisors, LLC
DECREASED23,967106,814-82,847-78%$2.3M$575.9K-$1.7M2026-11-05
LPL Financial LLC
INCREASED23,60723,245+362+2%$585.0K$567.3K-$17.8K2026-11-06
4Thought Financial Group Inc.
INCREASED17,43417,344+90+1%$436.5K$418.9K-$17.6K2026-11-02
VestGen Advisors, LLC
INCREASED8,7898,174+615+8%$205.7K$211.2K+$5.5K2026-10-27
Asset Dedication, LLC
UNCHANGED78778700%$19.8K$18.9K-$8962026-11-03
Harbour Investments, Inc.
NEW346—+346——$8.3K—2026-11-09
Community Financial Services Group, LLC
UNCHANGED12512500%$3.1K$3.0K-$1422026-10-15
IMA Advisory Services, Inc.
N/A—292,163-292,163-100%$7.4M———
Jane Street Group, LLC
N/A—81,662-81,662-100%$2.1M———
Ark Wealth Advisors LLC
N/A—50,715-50,715-100%$1.3M———
Raymond James Financial Inc
N/A—34,050-34,050-100%$857.0K———
Osaic Holdings, Inc.
N/A—7,139-7,139-100%$179.7K———
Steward Partners Investment Advisory, LLC
N/A—70-70-100%$1.8K———
Showing 13 of 13 institutions