IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco Bulletshares 2030 HY (BSJU)

CUSIP: 46139W841 | NYSE | 112 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

SFE Investment Counsel299,916
1.0% of portfolio›$7.5M
GPM Growth Investors, Inc.256,056
2.7% of portfolio›$6.4M
Howard Wealth Management, LLC171,178
1.5% of portfolio›$4.3M
Turning Point Benefit Group, Inc.96,153
1.0% of portfolio›$2.4M
Milestones Private Investment Advisors LLC94,202
1.9% of portfolio›$2.3M
Prospera Financial Services Inc64,628
0.0% of portfolio›$1.6M
Commonwealth Equity Services, LLC64,081
0.0% of portfolio›$1.6M
Blue Capital, Inc.60,576
0.9% of portfolio›$1.5M
Altrius Capital Management Inc60,068
0.3% of portfolio›$1.5M
Compound Planning, Inc.44,004
0.0% of portfolio›$1.1M
HUB Investment Partners, LLC27,426
0.0% of portfolio›$682.1K
Independent Financial Group, LLC25,810
0.0% of portfolio›$641.9K
MGO One Seven LLC25,479
0.0% of portfolio›$633.7K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management25,231
0.0% of portfolio›$627.5K
Brookstone Capital Management24,972
0.0% of portfolio›$621.1K
Cambridge Investment Research Advisors, Inc.24,823
0.0% of portfolio›$617.0K
VestGen Advisors, LLC19,868
0.0% of portfolio›$494.1K
Moneco Advisors, LLC18,568
0.0% of portfolio›$461.8K
Segment Wealth Management, LLC17,958
0.0% of portfolio›$446.6K
4Thought Financial Group Inc.17,119
0.2% of portfolio›$425.8K
Ascentis Independent Advisors16,817
0.0% of portfolio›$418.2K
AlphaStar Capital Management, LLC16,171
0.0% of portfolio›$402.2K
Simplicity Wealth,LLC14,401
0.0% of portfolio›$358.2K
Atria Investments, Inc12,786
0.0% of portfolio›$318.0K
Valtinson Bruner Financial Planning LLC11,867
0.1% of portfolio›$295.1K
Wealth Quarterback LLC11,406
0.1% of portfolio›$283.7K
Tassel Capital Management, Inc.10,055
0.1% of portfolio›$250.1K
Net Worth Advisory Group9,814
0.1% of portfolio›$244.7K
Meriwether Wealth & Planning, LLC8,463
0.1% of portfolio›$210.5K
Farnam Financial LLC8,272
0.2% of portfolio›$206.6K
Key FInancial Inc8,205
0.0% of portfolio›$204.1K
TD Waterhouse Canada Inc.3,700
0.0% of portfolio›$94.7K
Larson Financial Group LLC2,731
0.0% of portfolio›$67.9K
Gilpin Wealth Management, LLC2,044
0.0% of portfolio›$50.8K
Farther Finance Advisors, LLC1,820
0.0% of portfolio›$45.3K
Asset Dedication, LLC1,724
0.0% of portfolio›$42.9K
Horizons Wealth Management1,429
0.0% of portfolio›$35.5K
Financial Consulate, Inc554
0.0% of portfolio›$13.8K
Wolff Wiese Magana LLC200
0.0% of portfolio›$5.0K
Community Financial Services Group, LLC125
0.0% of portfolio›$3.1K
Glass Jacobson Investment Advisors llc4
0.0% of portfolio›$106
StyleTurnoverLocationFiled
SFE Investment Counsel
299,916$7.5M1.0%CoreLowLos Angeles, CA2026-10-29
GPM Growth Investors, Inc.
256,056$6.4M2.7%GrowthLowBloomfield Hills, MI2026-10-30
Howard Wealth Management, LLC
171,178$4.3M1.5%ETFVery LowMadison, CT2026-10-28
Turning Point Benefit Group, Inc.
96,153$2.4M1.0%ETFMediumFrederick, MD2026-10-28
Milestones Private Investment Advisors LLC
94,202$2.3M1.9%ETFMediumFairport, NY2026-10-19
Prospera Financial Services Inc
64,628$1.6M0.0%CoreMediumDallas, TX2026-11-04
Commonwealth Equity Services, LLC
64,081$1.6M0.0%ETFLowWaltham, MA2026-11-02
Blue Capital, Inc.
60,576$1.5M0.9%CoreHighOmaha, NE2026-10-13
Altrius Capital Management Inc
60,068$1.5M0.3%YieldMediumNew Bern, NC2026-11-05
Compound Planning, Inc.
44,004$1.1M0.0%CoreLowNew York, NY2026-11-05
HUB Investment Partners, LLC
27,426$682.1K0.0%GrowthLowAustin, TX2026-11-03
Independent Financial Group, LLC
25,810$641.9K0.0%GrowthLowSan Diego, CA2026-10-13
MGO One Seven LLC
25,479$633.7K0.0%GrowthLowBeachwood, OH2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
25,231$627.5K0.0%GrowthVery LowSeattle, WA2026-10-27
Brookstone Capital Management
24,972$621.1K0.0%ETFMediumWheaton, IL2026-10-22
Cambridge Investment Research Advisors, Inc.
24,823$617.0K0.0%ETFLowFairfield, IA2026-11-02
VestGen Advisors, LLC
19,868$494.1K0.0%GrowthMediumChicago, IL2026-10-27
Moneco Advisors, LLC
18,568$461.8K0.0%ETFLowFairfield, CT2026-11-05
Segment Wealth Management, LLC
17,958$446.6K0.0%CoreLowHouston, TX2026-10-26
4Thought Financial Group Inc.
17,119$425.8K0.2%ETFLowSyosset, NY2026-11-02
Ascentis Independent Advisors
16,817$418.2K0.0%ETFLowDallas, TX2026-11-03
AlphaStar Capital Management, LLC
16,171$402.2K0.0%ETFMediumCornelius, NC2026-10-16
Simplicity Wealth,LLC
14,401$358.2K0.0%ETFLowSummit, NJ2026-10-23
Atria Investments, Inc
12,786$318.0K0.0%CoreMediumCharlotte, NC2026-10-15
Valtinson Bruner Financial Planning LLC
11,867$295.1K0.1%ETFLowNew Brighton, MN2026-11-02
Wealth Quarterback LLC
11,406$283.7K0.1%ETFMediumToms River, NJ2026-10-20
Tassel Capital Management, Inc.
10,055$250.1K0.1%ETFLowMatthews, NC2026-10-20
Net Worth Advisory Group
9,814$244.7K0.1%GARPMediumSandy, UT2026-10-20
Meriwether Wealth & Planning, LLC
8,463$210.5K0.1%ETFMediumMinden, LA2026-10-13
Farnam Financial LLC
8,272$206.6K0.2%ETFLowPhoenix, AZ2026-10-21
Key FInancial Inc
8,205$204.1K0.0%ETFLowWest Chester, PA2026-11-02
TD Waterhouse Canada Inc.
3,700$94.7K0.0%CoreLowToronto, Australia2026-10-16
Larson Financial Group LLC
2,731$67.9K0.0%GrowthLowSt Louis, MO2026-11-05
Gilpin Wealth Management, LLC
2,044$50.8K0.0%GrowthLowDenver, CO2026-10-09
Farther Finance Advisors, LLC
1,820$45.3K0.0%IndexLowSan Francisco, CA2026-10-08
Asset Dedication, LLC
1,724$42.9K0.0%ETFLowSan Francisco, CA2026-11-03
Horizons Wealth Management
1,429$35.5K0.0%ETFLowAsheville, NC2026-10-05
Financial Consulate, Inc
554$13.8K0.0%ETFLowHunt Valley, MD2026-10-23
Wolff Wiese Magana LLC
200$5.0K0.0%GrowthLowCarslbad, CA2026-10-15
Community Financial Services Group, LLC
125$3.1K0.0%GrowthLowNewport, VT2026-10-15
Glass Jacobson Investment Advisors llc
4$1060.0%ETFLowOwings Mills, MD2026-10-26