Invesco Bulletshares 2032 HY (BSJW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Moneco Advisors, LLC

INCREASED

Shares89,018 from 87,707

Change+1,311 (+1%)

Value$2.2M (-$60.5K)

Filed 2026-11-05

LPL Financial LLC

DECREASED

Shares63,391 from 72,070

Change-8,679 (-12%)

Value$1.5M (-$286.2K)

Filed 2026-11-06

SFE Investment Counsel

INCREASED

Shares46,896 from 15,880

Change+31,016 (+195%)

Value$1.1M (+$735.2K)

Filed 2026-10-29

4Thought Financial Group Inc.

INCREASED

Shares17,225 from 17,132

Change+93 (+1%)

Value$417.6K (-$15.8K)

Filed 2026-11-02

VestGen Advisors, LLC

INCREASED

Shares17,112 from 17,007

Change+105 (+1%)

Value$414.8K (-$15.4K)

Filed 2026-10-27

Larson Financial Group LLC

UNCHANGED

Shares2,234 from 2,234

Change0 (0%)

Value$54.2K (-$2.4K)

Filed 2026-11-05

Asset Dedication, LLC

UNCHANGED

Shares792 from 792

Change0 (0%)

Value$19.2K (-$833)

Filed 2026-11-03

CFG Wealth Management Services, Inc.

NEW

Shares396

Change+396

Value$9.6K

Filed 2026-10-21

Community Financial Services Group, LLC

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$3.0K (-$127)

Filed 2026-10-15

Equitable Holdings, Inc.

N/A

Shares— from 108,523

Change-108,523 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 66,574

Change-66,574 (-100%)

Value—

Ark Wealth Advisors LLC

N/A

Shares— from 50,226

Change-50,226 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 44,969

Change-44,969 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 37,244

Change-37,244 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 33,366

Change-33,366 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 22,760

Change-22,760 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 14,108

Change-14,108 (-100%)

Value—

Alaska Permanent Capital Management, LLC

N/A

Shares— from 10,237

Change-10,237 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 7,922

Change-7,922 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 6,023

Change-6,023 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 385

Change-385 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 65

Change-65 (-100%)

Value—

	Status
Moneco Advisors, LLC	INCREASED	89,018	87,707	+1,311	+1%	$2.2M	$2.2M	-$60.5K	2026-11-05
LPL Financial LLC	DECREASED	63,391	72,070	-8,679	-12%	$1.8M	$1.5M	-$286.2K	2026-11-06
SFE Investment Counsel	INCREASED	46,896	15,880	+31,016	+195%	$401.7K	$1.1M	+$735.2K	2026-10-29
4Thought Financial Group Inc.	INCREASED	17,225	17,132	+93	+1%	$433.3K	$417.6K	-$15.8K	2026-11-02
VestGen Advisors, LLC	INCREASED	17,112	17,007	+105	+1%	$430.2K	$414.8K	-$15.4K	2026-10-27
Larson Financial Group LLC	UNCHANGED	2,234	2,234	0	0%	$56.5K	$54.2K	-$2.4K	2026-11-05
Asset Dedication, LLC	UNCHANGED	792	792	0	0%	$20.0K	$19.2K	-$833	2026-11-03
CFG Wealth Management Services, Inc.	NEW	396	—	+396	—	—	$9.6K	—	2026-10-21
Community Financial Services Group, LLC	UNCHANGED	125	125	0	0%	$3.2K	$3.0K	-$127	2026-10-15
Equitable Holdings, Inc.	N/A	—	108,523	-108,523	-100%	$2.7M	—	—	—
Royal Bank of Canada	N/A	—	66,574	-66,574	-100%	$1.7M	—	—	—
Ark Wealth Advisors LLC	N/A	—	50,226	-50,226	-100%	$1.3M	—	—	—
Raymond James Financial Inc	N/A	—	44,969	-44,969	-100%	$1.1M	—	—	—
Morgan Stanley	N/A	—	37,244	-37,244	-100%	$942.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	33,366	-33,366	-100%	$844.2K	—	—	—
Jane Street Group, LLC	N/A	—	22,760	-22,760	-100%	$575.7K	—	—	—
Bank of America Corp	N/A	—	14,108	-14,108	-100%	$356.9K	—	—	—
Alaska Permanent Capital Management, LLC	N/A	—	10,237	-10,237	-100%	$258.2K	—	—	—
IMA Advisory Services, Inc.	N/A	—	7,922	-7,922	-100%	$200.4K	—	—	—
Harbour Investments, Inc.	N/A	—	6,023	-6,023	-100%	$152.4K	—	—	—
Capital Analysts, LLC	N/A	—	385	-385	-100%	$10	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	65	-65	-100%	$1.6K	—	—	—

Showing 22 of 22 institutions