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Invesco Bulletshares 2030 HY (BSJU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,201,544 from 1,037,638
Change+163,906 (+16%)
Value$29.9M (+$3.1M)
Filed 2026-11-06
SFE Investment Counsel
INCREASED
Shares299,916 from 274,568
Change+25,348 (+9%)
Value$7.5M (+$372.0K)
Filed 2026-10-29
GPM Growth Investors, Inc.
INCREASED
Shares256,056 from 251,932
Change+4,124 (+2%)
Value$6.4M (-$134.5K)
Filed 2026-10-30
Howard Wealth Management, LLC
INCREASED
Shares171,178 from 160,988
Change+10,190 (+6%)
Value$4.3M (+$101.9K)
Filed 2026-10-28
Turning Point Benefit Group, Inc.
INCREASED
Shares96,153 from 93,853
Change+2,300 (+2%)
Value$2.4M (-$25.5K)
Filed 2026-10-28
Milestones Private Investment Advisors LLC
INCREASED
Shares94,202 from 91,115
Change+3,087 (+3%)
Value$2.3M (-$9.0K)
Filed 2026-10-19
Prospera Financial Services Inc
DECREASED
Shares64,628 from 67,984
Change-3,356 (-5%)
Value$1.6M (-$145.5K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares64,081 from 127,338
Change-63,257 (-50%)
Value$1.6M (-$1.7M)
Filed 2026-11-02
Blue Capital, Inc.
NEW
Shares60,576
Change+60,576
Value$1.5M
Filed 2026-10-13
Altrius Capital Management Inc
DECREASED
Shares60,068 from 60,133
Change-65 (0%)
Value$1.5M (-$58.2K)
Filed 2026-11-05
Compound Planning, Inc.
NEW
Shares44,004
Change+44,004
Value$1.1M
Filed 2026-11-05
HUB Investment Partners, LLC
INCREASED
Shares27,426 from 19,555
Change+7,871 (+40%)
Value$682.1K (+$177.3K)
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares25,810 from 26,307
Change-497 (-2%)
Value$641.9K (-$37.1K)
Filed 2026-10-13
Private Advisory Group LLC
DECREASED
Shares25,560 from 26,647
Change-1,087 (-4%)
Value$635.7K (-$52.1K)
Filed 2026-11-06
MGO One Seven LLC
INCREASED
Shares25,479 from 23,308
Change+2,171 (+9%)
Value$633.7K (+$32.1K)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares25,231 from 25,166
Change+65 (+0%)
Value$627.5K (-$22.0K)
Filed 2026-10-27
Brookstone Capital Management
DECREASED
Shares24,972 from 30,451
Change-5,479 (-18%)
Value$621.1K (-$164.9K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares24,823 from 25,906
Change-1,083 (-4%)
Value$617.0K (-$52.0K)
Filed 2026-11-02
VestGen Advisors, LLC
INCREASED
Shares19,868 from 19,806
Change+62 (+0%)
Value$494.1K (-$17.1K)
Filed 2026-10-27
Moneco Advisors, LLC
NEW
Shares18,568
Change+18,568
Value$461.8K
Filed 2026-11-05
Segment Wealth Management, LLC
INCREASED
Shares17,958 from 17,730
Change+228 (+1%)
Value$446.6K (-$11.0K)
Filed 2026-10-26
4Thought Financial Group Inc.
INCREASED
Shares17,119 from 17,011
Change+108 (+1%)
Value$425.8K (-$13.3K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares16,817
Change+16,817
Value$418.2K
Filed 2026-11-03
AlphaStar Capital Management, LLC
INCREASED
Shares16,171 from 15,003
Change+1,168 (+8%)
Value$402.2K (+$14.9K)
Filed 2026-10-16
Simplicity Wealth,LLC
DECREASED
Shares14,401 from 18,001
Change-3,600 (-20%)
Value$358.2K (-$106.5K)
Filed 2026-10-23
Atria Investments, Inc
NEW
Shares12,786
Change+12,786
Value$318.0K
Filed 2026-10-15
Valtinson Bruner Financial Planning LLC
INCREASED
Shares11,867 from 11,795
Change+72 (+1%)
Value$295.1K (-$9.3K)
Filed 2026-11-02
Wealth Quarterback LLC
INCREASED
Shares11,406 from 9,486
Change+1,920 (+20%)
Value$283.7K (+$38.8K)
Filed 2026-10-20
Clearstead Advisors, LLC
DECREASED
Shares10,769 from 14,325
Change-3,556 (-25%)
Value$267.8K (-$101.9K)
Filed 2026-11-06
Tassel Capital Management, Inc.
DECREASED
Shares10,055 from 12,704
Change-2,649 (-21%)
Value$250.1K (-$77.8K)
Filed 2026-10-20
Net Worth Advisory Group
INCREASED
Shares9,814 from 9,179
Change+635 (+7%)
Value$244.7K (+$7.8K)
Filed 2026-10-20
Meriwether Wealth & Planning, LLC
DECREASED
Shares8,463 from 9,975
Change-1,512 (-15%)
Value$210.5K (-$47.0K)
Filed 2026-10-13
Farnam Financial LLC
NEW
Shares8,272
Change+8,272
Value$206.6K
Filed 2026-10-21
Key FInancial Inc
UNCHANGED
Shares8,205 from 8,205
Change0 (0%)
Value$204.1K (-$7.7K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
NEW
Shares3,700
Change+3,700
Value$94.7K
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares2,731 from 2,712
Change+19 (+1%)
Value$67.9K (-$2.1K)
Filed 2026-11-05
Gilpin Wealth Management, LLC
UNCHANGED
Shares2,044 from 2,044
Change0 (0%)
Value$50.8K (-$1.9K)
Filed 2026-10-09
Farther Finance Advisors, LLC
DECREASED
Shares1,820 from 13,853
Change-12,033 (-87%)
Value$45.3K (-$312.3K)
Filed 2026-10-08
Asset Dedication, LLC
UNCHANGED
Shares1,724 from 1,724
Change0 (0%)
Value$42.9K (-$1.6K)
Filed 2026-11-03
Horizons Wealth Management
NEW
Shares1,429
Change+1,429
Value$35.5K
Filed 2026-10-05
Financial Consulate, Inc
NEW
Shares554
Change+554
Value$13.8K
Filed 2026-10-23
Wolff Wiese Magana LLC
NEW
Shares200
Change+200
Value$5.0K
Filed 2026-10-15
Community Financial Services Group, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$3.1K (-$111)
Filed 2026-10-15
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$106 (-$2)
Filed 2026-10-26
Axim Planning & Wealth
CLOSED
Shares0 from 26,541
Change-26,541 (-100%)
Value$0 (-$685.1K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 753
Change-753 (-100%)
Value$0 (-$19.4K)
Filed 2026-11-02
Private Trust Co NA
CLOSED
Shares0 from 86
Change-86 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-20
Legacy Financial Group LLC
N/A
Shares— from 645,037
Change-645,037 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 395,164
Change-395,164 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 387,313
Change-387,313 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 377,986
Change-377,986 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 255,425
Change-255,425 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 225,239
Change-225,239 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 222,549
Change-222,549 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 217,271
Change-217,271 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 165,411
Change-165,411 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 156,880
Change-156,880 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 154,350
Change-154,350 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 149,328
Change-149,328 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 148,157
Change-148,157 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 139,278
Change-139,278 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 120,413
Change-120,413 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 91,126
Change-91,126 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 78,538
Change-78,538 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 70,474
Change-70,474 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 60,156
Change-60,156 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 30,907
Change-30,907 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 26,723
Change-26,723 (-100%)
Value—
UBS Group AG
N/A
Shares— from 25,645
Change-25,645 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 25,352
Change-25,352 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 23,497
Change-23,497 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 22,546
Change-22,546 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 15,479
Change-15,479 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 15,072
Change-15,072 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 14,762
Change-14,762 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 14,543
Change-14,543 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 10,404
Change-10,404 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 8,607
Change-8,607 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 8,494
Change-8,494 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 8,229
Change-8,229 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 5,725
Change-5,725 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,201,5441,037,638+163,906+16%$26.8M$29.9M+$3.1M2026-11-06
SFE Investment Counsel
INCREASED299,916274,568+25,348+9%$7.1M$7.5M+$372.0K2026-10-29
GPM Growth Investors, Inc.
INCREASED256,056251,932+4,124+2%$6.5M$6.4M-$134.5K2026-10-30
Howard Wealth Management, LLC
INCREASED171,178160,988+10,190+6%$4.2M$4.3M+$101.9K2026-10-28
Turning Point Benefit Group, Inc.
INCREASED96,15393,853+2,300+2%$2.4M$2.4M-$25.5K2026-10-28
Milestones Private Investment Advisors LLC
INCREASED94,20291,115+3,087+3%$2.4M$2.3M-$9.0K2026-10-19
Prospera Financial Services Inc
DECREASED64,62867,984-3,356-5%$1.8M$1.6M-$145.5K2026-11-04
Commonwealth Equity Services, LLC
DECREASED64,081127,338-63,257-50%$3.3M$1.6M-$1.7M2026-11-02
Blue Capital, Inc.
NEW60,576—+60,576——$1.5M—2026-10-13
Altrius Capital Management Inc
DECREASED60,06860,133-650%$1.6M$1.5M-$58.2K2026-11-05
Compound Planning, Inc.
NEW44,004—+44,004——$1.1M—2026-11-05
HUB Investment Partners, LLC
INCREASED27,42619,555+7,871+40%$504.7K$682.1K+$177.3K2026-11-03
Independent Financial Group, LLC
DECREASED25,81026,307-497-2%$679.0K$641.9K-$37.1K2026-10-13
Private Advisory Group LLC
DECREASED25,56026,647-1,087-4%$687.8K$635.7K-$52.1K2026-11-06
MGO One Seven LLC
INCREASED25,47923,308+2,171+9%$601.6K$633.7K+$32.1K2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED25,23125,166+65+0%$649.6K$627.5K-$22.0K2026-10-27
Brookstone Capital Management
DECREASED24,97230,451-5,479-18%$786.0K$621.1K-$164.9K2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED24,82325,906-1,083-4%$669.0K$617.0K-$52.0K2026-11-02
VestGen Advisors, LLC
INCREASED19,86819,806+62+0%$511.2K$494.1K-$17.1K2026-10-27
Moneco Advisors, LLC
NEW18,568—+18,568——$461.8K—2026-11-05
Segment Wealth Management, LLC
INCREASED17,95817,730+228+1%$457.6K$446.6K-$11.0K2026-10-26
4Thought Financial Group Inc.
INCREASED17,11917,011+108+1%$439.1K$425.8K-$13.3K2026-11-02
Ascentis Independent Advisors
NEW16,817—+16,817——$418.2K—2026-11-03
AlphaStar Capital Management, LLC
INCREASED16,17115,003+1,168+8%$387.2K$402.2K+$14.9K2026-10-16
Simplicity Wealth,LLC
DECREASED14,40118,001-3,600-20%$464.6K$358.2K-$106.5K2026-10-23
Atria Investments, Inc
NEW12,786—+12,786——$318.0K—2026-10-15
Valtinson Bruner Financial Planning LLC
INCREASED11,86711,795+72+1%$304.4K$295.1K-$9.3K2026-11-02
Wealth Quarterback LLC
INCREASED11,4069,486+1,920+20%$244.8K$283.7K+$38.8K2026-10-20
Clearstead Advisors, LLC
DECREASED10,76914,325-3,556-25%$369.8K$267.8K-$101.9K2026-11-06
Tassel Capital Management, Inc.
DECREASED10,05512,704-2,649-21%$327.9K$250.1K-$77.8K2026-10-20
Net Worth Advisory Group
INCREASED9,8149,179+635+7%$236.9K$244.7K+$7.8K2026-10-20
Meriwether Wealth & Planning, LLC
DECREASED8,4639,975-1,512-15%$257.5K$210.5K-$47.0K2026-10-13
Farnam Financial LLC
NEW8,272—+8,272——$206.6K—2026-10-21
Key FInancial Inc
UNCHANGED8,2058,20500%$211.8K$204.1K-$7.7K2026-11-02
TD Waterhouse Canada Inc.
NEW3,700—+3,700——$94.7K—2026-10-16
Larson Financial Group LLC
INCREASED2,7312,712+19+1%$70.0K$67.9K-$2.1K2026-11-05
Gilpin Wealth Management, LLC
UNCHANGED2,0442,04400%$52.8K$50.8K-$1.9K2026-10-09
Farther Finance Advisors, LLC
DECREASED1,82013,853-12,033-87%$357.6K$45.3K-$312.3K2026-10-08
Asset Dedication, LLC
UNCHANGED1,7241,72400%$44.5K$42.9K-$1.6K2026-11-03
Horizons Wealth Management
NEW1,429—+1,429——$35.5K—2026-10-05
Financial Consulate, Inc
NEW554—+554——$13.8K—2026-10-23
Wolff Wiese Magana LLC
NEW200—+200——$5.0K—2026-10-15
Community Financial Services Group, LLC
UNCHANGED12512500%$3.2K$3.1K-$1112026-10-15
Glass Jacobson Investment Advisors llc
UNCHANGED4400%$108$106-$22026-10-26
Axim Planning & Wealth
CLOSED026,541-26,541-100%$685.1K$0-$685.1K2026-10-28
International Assets Investment Management, LLC
CLOSED0753-753-100%$19.4K$0-$19.4K2026-11-02
Private Trust Co NA
CLOSED086-86-100%$2.2K$0-$2.2K2026-10-20
Legacy Financial Group LLC
N/A—645,037-645,037-100%$16.6M———
Mercer Global Advisors Inc
N/A—395,164-395,164-100%$10.2M———
Trinity Legacy Partners, LLC
N/A—387,313-387,313-100%$10.0M———
Equitable Holdings, Inc.
N/A—377,986-377,986-100%$9.8M———
Osaic Holdings, Inc.
N/A—255,425-255,425-100%$6.6M———
Steward Partners Investment Advisory, LLC
N/A—225,239-225,239-100%$5.8M———
Morgan Stanley
N/A—222,549-222,549-100%$5.7M———
Cetera Investment Advisers
N/A—217,271-217,271-100%$5.6M———
Ameriprise Financial Inc
N/A—165,411-165,411-100%$4.3M———
Raymond James Financial Inc
N/A—156,880-156,880-100%$4.0M———
Jones Financial Companies Lllp
N/A—154,350-154,350-100%$4.0M———
RPg Family Wealth Advisory, LLC
N/A—149,328-149,328-100%$3.9M———
Advisory Alpha, LLC
N/A—148,157-148,157-100%$3.8M———
Wells Fargo & Company
N/A—139,278-139,278-100%$3.6M———
Kinetic Wealth Investment Advisors LLC
N/A—120,413-120,413-100%$3.1M———
Lbmc Investment Advisors, LLC
N/A—91,126-91,126-100%$2.4M———
Harbour Investments, Inc.
N/A—78,538-78,538-100%$2.0M———
Bank of America Corp
N/A—70,474-70,474-100%$1.8M———
NewEdge Advisors, LLC
N/A—60,156-60,156-100%$1.6M———
Royal Bank of Canada
N/A—30,907-30,907-100%$798.0K———
Tudor Financial Inc.
N/A—26,723-26,723-100%$689.7K———
UBS Group AG
N/A—25,645-25,645-100%$661.9K———
Keel Point, LLC
N/A—25,352-25,352-100%$654.4K———
Ark Wealth Advisors LLC
N/A—23,497-23,497-100%$606.5K———
Envestnet Asset Management Inc
N/A—22,546-22,546-100%$581.9K———
Capital Analysts, LLC
N/A—15,479-15,479-100%$400.0K———
Alaska Wealth Advisors, LLC
N/A—15,072-15,072-100%$389.0K———
Topsail Wealth Management, LLC
N/A—14,762-14,762-100%$381.0K———
Citadel Advisors LLC
N/A—14,543-14,543-100%$375.4K———
Geneos Wealth Management Inc.
N/A—10,404-10,404-100%$268.5K———
Savvy Advisors, Inc.
N/A—8,607-8,607-100%$222.2K———
IMA Advisory Services, Inc.
N/A—8,494-8,494-100%$219.2K———
Alaska Permanent Capital Management, LLC
N/A—8,229-8,229-100%$212.1K———
Keating Financial Advisory Services, Inc.
N/A—5,725-5,725-100%$147.8K———
Bitterroot Capital Advisors LLC
N/A—970-970-100%$25.0K———
Aptus Capital Advisors, LLC
N/A—55-55-100%$1.4K———
Showing 83 of 83 institutions