Invesco Bulletshares 2031 HY (BSJV)

CUSIP: 46139W817 | NYSE | 70 institutional holders

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

Institutional Holders — Q3 2026

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LPL Financial LLC462,471

0.0% of portfolio$11.6M

SFE Investment Counsel164,112

0.6% of portfolio$4.1M

Concurrent Investment Advisors, LLC84,082

0.0% of portfolio$2.1M

Moneco Advisors, LLC49,037

0.1% of portfolio$1.2M

Jessup Wealth Management, Inc29,645

0.2% of portfolio$743.2K

Cambridge Investment Research Advisors, Inc.27,858

0.0% of portfolio$698.0K

Truist Financial Corp25,282

0.0% of portfolio$633.8K

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management22,252

0.0% of portfolio$557.9K

VestGen Advisors, LLC17,638

0.0% of portfolio$442.2K

4Thought Financial Group Inc.16,740

0.2% of portfolio$419.7K

Ascentis Independent Advisors12,991

0.0% of portfolio$325.7K

Tassel Capital Management, Inc.11,993

0.1% of portfolio$300.7K

HUB Investment Partners, LLC11,457

0.0% of portfolio$287.2K

Wealth Quarterback LLC11,253

0.1% of portfolio$282.1K

Howard Wealth Management, LLC8,065

0.1% of portfolio$202.2K

Key FInancial Inc6,400

0.0% of portfolio$160.4K

Larson Financial Group LLC2,185

0.0% of portfolio$54.8K

Asset Dedication, LLC765

0.0% of portfolio$19.2K

RHL Group, LLC602

0.0% of portfolio$15.1K

Community Financial Services Group, LLC125

0.0% of portfolio$3.1K

Farther Finance Advisors, LLC64

0.0% of portfolio$1.6K

Glass Jacobson Investment Advisors llc4

0.0% of portfolio$107

				Style	Turnover	Location	Filed
LPL Financial LLC	462,471	$11.6M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
SFE Investment Counsel	164,112	$4.1M	0.6%	Core	Low	Los Angeles, CA	2026-10-29
Concurrent Investment Advisors, LLC	84,082	$2.1M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Moneco Advisors, LLC	49,037	$1.2M	0.1%	ETF	Low	Fairfield, CT	2026-11-05
Jessup Wealth Management, Inc	29,645	$743.2K	0.2%	Growth	Medium	Dayton, OH	2026-10-20
Cambridge Investment Research Advisors, Inc.	27,858	$698.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Truist Financial Corp	25,282	$633.8K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	22,252	$557.9K	0.0%	Growth	Very Low	Seattle, WA	2026-10-27
VestGen Advisors, LLC	17,638	$442.2K	0.0%	Growth	Medium	Chicago, IL	2026-10-27
4Thought Financial Group Inc.	16,740	$419.7K	0.2%	ETF	Low	Syosset, NY	2026-11-02
Ascentis Independent Advisors	12,991	$325.7K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Tassel Capital Management, Inc.	11,993	$300.7K	0.1%	ETF	Low	Matthews, NC	2026-10-20
HUB Investment Partners, LLC	11,457	$287.2K	0.0%	Growth	Low	Austin, TX	2026-11-03
Wealth Quarterback LLC	11,253	$282.1K	0.1%	ETF	Medium	Toms River, NJ	2026-10-20
Howard Wealth Management, LLC	8,065	$202.2K	0.1%	ETF	Very Low	Madison, CT	2026-10-28
Key FInancial Inc	6,400	$160.4K	0.0%	ETF	Low	West Chester, PA	2026-11-02
Larson Financial Group LLC	2,185	$54.8K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Asset Dedication, LLC	765	$19.2K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
RHL Group, LLC	602	$15.1K	0.0%	ETF	Very High	Holly, MI	2026-11-04
Community Financial Services Group, LLC	125	$3.1K	0.0%	Growth	Low	Newport, VT	2026-10-15
Farther Finance Advisors, LLC	64	$1.6K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Glass Jacobson Investment Advisors llc	4	$107	0.0%	ETF	Low	Owings Mills, MD	2026-10-26