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Invesco Bulletshares 2031 HY (BSJV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares462,471 from 288,465
Change+174,006 (+60%)
Value$11.6M (+$4.0M)
Filed 2026-11-06
SFE Investment Counsel
INCREASED
Shares164,112 from 114,822
Change+49,290 (+43%)
Value$4.1M (+$1.1M)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
DECREASED
Shares84,082 from 100,795
Change-16,713 (-17%)
Value$2.1M (-$537.9K)
Filed 2026-10-16
Moneco Advisors, LLC
DECREASED
Shares49,037 from 49,222
Change-185 (0%)
Value$1.2M (-$62.7K)
Filed 2026-11-05
Jessup Wealth Management, Inc
DECREASED
Shares29,645 from 31,342
Change-1,697 (-5%)
Value$743.2K (-$79.5K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares27,858 from 28,584
Change-726 (-3%)
Value$698.0K (-$52.0K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares25,282 from 17,602
Change+7,680 (+44%)
Value$633.8K (+$171.8K)
Filed 2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares22,252 from 22,107
Change+145 (+1%)
Value$557.9K (-$22.5K)
Filed 2026-10-27
VestGen Advisors, LLC
INCREASED
Shares17,638 from 17,526
Change+112 (+1%)
Value$442.2K (-$17.9K)
Filed 2026-10-27
4Thought Financial Group Inc.
INCREASED
Shares16,740 from 16,646
Change+94 (+1%)
Value$419.7K (-$17.3K)
Filed 2026-11-02
Harbour Investments, Inc.
INCREASED
Shares16,394 from 14,660
Change+1,734 (+12%)
Value$411.0K (+$26.2K)
Filed 2026-11-09
Ascentis Independent Advisors
NEW
Shares12,991
Change+12,991
Value$325.7K
Filed 2026-11-03
Tassel Capital Management, Inc.
INCREASED
Shares11,993 from 8,495
Change+3,498 (+41%)
Value$300.7K (+$77.7K)
Filed 2026-10-20
HUB Investment Partners, LLC
INCREASED
Shares11,457 from 9,315
Change+2,142 (+23%)
Value$287.2K (+$42.7K)
Filed 2026-11-03
Wealth Quarterback LLC
INCREASED
Shares11,253 from 9,468
Change+1,785 (+19%)
Value$282.1K (+$33.6K)
Filed 2026-10-20
Alaska Wealth Advisors, LLC
INCREASED
Shares9,704 from 9,543
Change+161 (+2%)
Value$243.3K (-$7.2K)
Filed 2026-11-09
Howard Wealth Management, LLC
UNCHANGED
Shares8,065 from 8,065
Change0 (0%)
Value$202.2K (-$9.5K)
Filed 2026-10-28
Alaska Permanent Capital Management, LLC
UNCHANGED
Shares7,504 from 7,504
Change0 (0%)
Value$187.8K (-$8.5K)
Filed 2026-11-09
Key FInancial Inc
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$160.4K (-$7.6K)
Filed 2026-11-02
Geneos Wealth Management Inc.
UNCHANGED
Shares3,070 from 3,070
Change0 (0%)
Value$77.0K (-$3.6K)
Filed 2026-11-09
Larson Financial Group LLC
UNCHANGED
Shares2,185 from 2,185
Change0 (0%)
Value$54.8K (-$2.6K)
Filed 2026-11-05
Asset Dedication, LLC
UNCHANGED
Shares765 from 765
Change0 (0%)
Value$19.2K (-$903)
Filed 2026-11-03
RHL Group, LLC
INCREASED
Shares602 from 37
Change+565 (+1527%)
Value$15.1K (+$14.1K)
Filed 2026-11-04
Community Financial Services Group, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$3.1K (-$146)
Filed 2026-10-15
Farther Finance Advisors, LLC
DECREASED
Shares64 from 11,850
Change-11,786 (-99%)
Value$1.6K (-$309.5K)
Filed 2026-10-08
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$107 (-$3)
Filed 2026-10-26
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 10,553
Change-10,553 (-100%)
Value$0 (-$277.0K)
Filed 2026-11-02
IFP Advisors, Inc
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$4.7K)
Filed 2026-10-16
Equitable Holdings, Inc.
N/A
Shares— from 307,346
Change-307,346 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 153,886
Change-153,886 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 100,102
Change-100,102 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 64,159
Change-64,159 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 50,410
Change-50,410 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 49,761
Change-49,761 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 48,568
Change-48,568 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 48,469
Change-48,469 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 39,173
Change-39,173 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 34,335
Change-34,335 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 19,128
Change-19,128 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 16,867
Change-16,867 (-100%)
Value—
UBS Group AG
N/A
Shares— from 10,016
Change-10,016 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 9,440
Change-9,440 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 8,023
Change-8,023 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 365
Change-365 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED462,471288,465+174,006+60%$7.6M$11.6M+$4.0M2026-11-06
SFE Investment Counsel
INCREASED164,112114,822+49,290+43%$3.0M$4.1M+$1.1M2026-10-29
Concurrent Investment Advisors, LLC
DECREASED84,082100,795-16,713-17%$2.6M$2.1M-$537.9K2026-10-16
Moneco Advisors, LLC
DECREASED49,03749,222-1850%$1.3M$1.2M-$62.7K2026-11-05
Jessup Wealth Management, Inc
DECREASED29,64531,342-1,697-5%$822.7K$743.2K-$79.5K2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED27,85828,584-726-3%$750.0K$698.0K-$52.0K2026-11-02
Truist Financial Corp
INCREASED25,28217,602+7,680+44%$462.1K$633.8K+$171.8K2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED22,25222,107+145+1%$580.3K$557.9K-$22.5K2026-10-27
VestGen Advisors, LLC
INCREASED17,63817,526+112+1%$460.1K$442.2K-$17.9K2026-10-27
4Thought Financial Group Inc.
INCREASED16,74016,646+94+1%$437.0K$419.7K-$17.3K2026-11-02
Harbour Investments, Inc.
INCREASED16,39414,660+1,734+12%$384.8K$411.0K+$26.2K2026-11-09
Ascentis Independent Advisors
NEW12,991—+12,991——$325.7K—2026-11-03
Tassel Capital Management, Inc.
INCREASED11,9938,495+3,498+41%$223.0K$300.7K+$77.7K2026-10-20
HUB Investment Partners, LLC
INCREASED11,4579,315+2,142+23%$244.5K$287.2K+$42.7K2026-11-03
Wealth Quarterback LLC
INCREASED11,2539,468+1,785+19%$248.5K$282.1K+$33.6K2026-10-20
Alaska Wealth Advisors, LLC
INCREASED9,7049,543+161+2%$250.5K$243.3K-$7.2K2026-11-09
Howard Wealth Management, LLC
UNCHANGED8,0658,06500%$211.7K$202.2K-$9.5K2026-10-28
Alaska Permanent Capital Management, LLC
UNCHANGED7,5047,50400%$196.2K$187.8K-$8.5K2026-11-09
Key FInancial Inc
UNCHANGED6,4006,40000%$168.0K$160.4K-$7.6K2026-11-02
Geneos Wealth Management Inc.
UNCHANGED3,0703,07000%$80.6K$77.0K-$3.6K2026-11-09
Larson Financial Group LLC
UNCHANGED2,1852,18500%$57.4K$54.8K-$2.6K2026-11-05
Asset Dedication, LLC
UNCHANGED76576500%$20.1K$19.2K-$9032026-11-03
RHL Group, LLC
INCREASED60237+565+1527%$962$15.1K+$14.1K2026-11-04
Community Financial Services Group, LLC
UNCHANGED12512500%$3.3K$3.1K-$1462026-10-15
Farther Finance Advisors, LLC
DECREASED6411,850-11,786-99%$311.1K$1.6K-$309.5K2026-10-08
Glass Jacobson Investment Advisors llc
UNCHANGED4400%$110$107-$32026-10-26
Commonwealth Equity Services, LLC
CLOSED010,553-10,553-100%$277.0K$0-$277.0K2026-11-02
IFP Advisors, Inc
CLOSED0180-180-100%$4.7K$0-$4.7K2026-10-16
Equitable Holdings, Inc.
N/A—307,346-307,346-100%$8.1M———
Morgan Stanley
N/A—153,886-153,886-100%$4.0M———
Raymond James Financial Inc
N/A—100,102-100,102-100%$2.6M———
Mercer Global Advisors Inc
N/A—64,159-64,159-100%$1.7M———
Royal Bank of Canada
N/A—50,410-50,410-100%$1.3M———
Lbmc Investment Advisors, LLC
N/A—49,761-49,761-100%$1.3M———
Ark Wealth Advisors LLC
N/A—48,568-48,568-100%$1.3M———
Osaic Holdings, Inc.
N/A—48,469-48,469-100%$1.3M———
Bank of America Corp
N/A—39,173-39,173-100%$1.0M———
Jones Financial Companies Lllp
N/A—34,335-34,335-100%$897.6K———
Cetera Investment Advisers
N/A—19,128-19,128-100%$502.1K———
Modern Wealth Management, LLC
N/A—16,867-16,867-100%$442.8K———
UBS Group AG
N/A—10,016-10,016-100%$262.9K———
IMA Advisory Services, Inc.
N/A—9,440-9,440-100%$247.8K———
Legacy Financial Group LLC
N/A—8,023-8,023-100%$210.6K———
Topsail Wealth Management, LLC
N/A—1,025-1,025-100%$26.9K———
Capital Analysts, LLC
N/A—370-370-100%$10———
Keating Financial Advisory Services, Inc.
N/A—365-365-100%$9.6K———
Steward Partners Investment Advisory, LLC
N/A—157-157-100%$4.1K———
NewEdge Advisors, LLC
N/A—68-68-100%$1.8K———
Aptus Capital Advisors, LLC
N/A—53-53-100%$1.4K———
Wells Fargo & Company
N/A—1-1-100%$21———
Showing 50 of 50 institutions