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Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2026 High Yield Corporate Bond ETF (NASDAQ:BSJQ)

Number of
Institutional Buyers
(last 12 months)
140
Total
Institutional Inflows
(last 12 months)
$443.01M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$46.24M
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BSJQ Institutional Buying and Selling by Quarter

Invesco BulletShares 2026 High Yield Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025Brown Advisory Inc.45,180$1.05M0.0%+4.5%0.097%
8/13/2025Invesco Ltd.144,281$3.37M0.0%+29.4%0.309%
8/13/2025RPg Family Wealth Advisory LLC159,685$3.73M1.0%+5.3%0.342%
8/13/2025Lido Advisors LLC85,535$2.00M0.0%+117.5%0.183%
8/13/2025Stablepoint Partners LLC150,244$3.51M0.6%+7.2%0.322%
8/13/2025Quadrature Capital Ltd37,449$874K0.0%N/A0.080%
8/12/2025 J.W. Cole Advisors Inc.29,635$691K0.0%-6.5%0.063%
8/12/2025 Steward Partners Investment Advisory LLC15,684$366K0.0%-77.9%0.034%
8/12/2025 Jaffetilchin Investment Partners LLC823,523$19.21M1.3%+1.1%1.763%
8/12/2025 Absolute Capital Management LLC40,476$944K0.5%-7.5%0.087%
8/12/2025 NFP Retirement Inc.45,879$1.07M0.1%+3.4%0.098%
8/11/2025 TD Waterhouse Canada Inc.59,268$1.38M0.0%+70.3%0.127%
8/8/2025 Cetera Investment Advisers1,353,088$31.57M0.1%-3.3%2.897%
8/8/2025 Foundations Investment Advisors LLC139,695$3.26M0.1%+7.3%0.299%
8/8/2025 Intrua Financial LLC236,040$5.51M0.7%-2.7%0.505%
8/7/2025 49 Wealth Management LLC146,828$3.43M0.4%+1.9%0.314%
8/7/2025 SFE Investment Counsel316,978$7.40M1.3%-2.6%0.679%
8/6/2025 Prospera Financial Services Inc161,951$3.78M0.1%+2.6%0.347%
8/6/2025 Rovin Capital UT ADV220,261$5.14M1.6%+4.8%0.472%
8/6/2025 Valtinson Bruner Financial Planning LLC17,357$405K0.1%+2.8%0.037%
8/6/2025 Atlantic Union Bankshares Corp10,450$244K0.0%+10.8%0.022%
8/5/2025 Pacific Wealth Strategies Group Inc.100,717$2.35M1.6%+29.9%0.216%
8/5/2025 Verity Asset Management Inc.328,992$7.68M3.7%+20.8%0.704%
8/5/2025 Summit Investment Advisory Services LLC275,372$6.42M5.5%N/A0.590%
8/4/2025 AlphaStar Capital Management LLC21,009$490K0.0%+2.8%0.045%
8/4/2025 Atria Investments Inc372,870$8.70M0.1%N/A0.798%
8/4/2025 Migdal Insurance & Financial Holdings Ltd.488,549$11.40M0.1%+2,185.7%1.046%
8/1/2025 Advisory Alpha LLC422,336$9.85M0.3%+15.3%0.912%
8/1/2025 Koss Olinger Consulting LLC16,687$389K0.0%-6.4%0.036%
8/1/2025 Ashton Thomas Private Wealth LLC1,082,054$25.24M0.9%-3.7%2.337%
8/1/2025 Delta Investment Management LLC484,033$11.29M2.2%+49.8%1.045%
8/1/2025 Envestnet Asset Management Inc.683,504$15.95M0.0%-0.5%1.476%
7/31/2025 Strait & Sound Wealth Management LLC63,678$1.49M0.6%+38.0%0.138%
7/31/2025 Insight Wealth Partners LLC24,586$574K0.2%-95.7%0.053%
7/31/2025 Glass Jacobson Investment Advisors llc106,229$2.48M1.0%+41.0%0.229%
7/31/2025 Carnegie Investment Counsel49,615$1.16M0.0%-6.0%0.107%
7/30/2025 Strategic Blueprint LLC47,316$1.10M0.1%+42.7%0.102%
7/30/2025 Brookstone Capital Management26,153$610K0.0%-11.5%0.056%
7/29/2025 Stephens Inc. AR24,402$569K0.0%-27.1%0.053%
7/29/2025 Stratos Wealth Partners LTD.10,637$248K0.0%+21.5%0.023%
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7/29/2025 BXM Wealth LLC20,384$476K0.6%+29.3%0.044%
7/29/2025 Private Trust Co. NA9,713$227K0.0%+94.4%0.021%
7/28/2025 Mutual Advisors LLC14,633$341K0.0%-3.3%0.032%
7/28/2025 RFG Advisory LLC15,300$357K0.0%-5.7%0.033%
7/25/2025 Atria Wealth Solutions Inc.53,655$1.25M0.0%-33.2%0.116%
7/25/2025 Astoria Portfolio Advisors LLC.18,946$441K0.1%N/A0.041%
7/25/2025 MGO One Seven LLC49,890$1.16M0.0%+27.1%0.108%
7/25/2025 CWM LLC439,721$10.26M0.0%-10.8%0.952%
7/24/2025 Leo Wealth LLC252,279$5.89M0.5%N/A0.546%
7/24/2025 McElhenny Sheffield Capital Management LLC2,000$47K0.0%N/A0.004%
7/22/2025 4Thought Financial Group Inc.20,993$490K0.3%-3.1%0.046%
7/21/2025 Segment Wealth Management LLC57,422$1.34M0.1%-1.9%0.126%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management32,356$755K0.0%+2.4%0.071%
7/21/2025 River Street Advisors LLC177,493$4.14M1.8%-11.1%0.388%
7/21/2025 OLD Second National Bank of Aurora210,756$4.92M1.1%+6.2%0.461%
7/17/2025 HB Wealth Management LLC29,869$697K0.0%N/A0.066%
7/17/2025 Janney Montgomery Scott LLC26,230$612K0.0%-12.9%0.058%
7/17/2025 Camelot Portfolios LLC105,806$2.47M1.5%-5.8%0.234%
7/17/2025 Avior Wealth Management LLC343,851$8.02M0.3%+2.7%0.761%
7/15/2025 BCS Wealth Management9,967$233K0.1%N/A0.022%
7/15/2025 Legacy Financial Group LLC722,580$16.86M2.4%-4.7%1.599%
7/14/2025 CRA Financial Services LLC15,572$363K0.1%+10.8%0.034%
7/14/2025 GAMMA Investing LLC11,619$271K0.0%-74.0%0.026%
7/14/2025 Sound Stewardship LLC50,740$1.18M0.6%+1.1%0.112%
7/11/2025 Meriwether Wealth & Planning LLC25,258$589K0.4%+3.3%0.056%
7/11/2025 Farther Finance Advisors LLC12,952$302K0.0%N/A0.029%
7/11/2025 AA Financial Advisors LLC70,627$1.65M0.4%+2.7%0.156%
7/10/2025 Voisard Asset Management Group Inc.20,907$488K0.1%+8.2%0.047%
7/10/2025 Wealth Enhancement Advisory Services LLC37,637$879K0.0%-16.0%0.084%
7/9/2025 Mirador Capital Partners LP2,075,834$48.43M7.9%+29.6%4.644%
7/8/2025 Gradient Investments LLC33,136$773K0.0%+2.9%0.074%
7/8/2025 S.E.E.D. Planning Group LLC72,794$1.70M0.5%+4.5%0.163%
7/7/2025 Horizons Wealth Management112,815$2.63M1.9%+1.8%0.252%
7/3/2025 Collective Family Office LLC329,478$7.69M2.0%+34.5%0.749%
5/28/2025 Intrua Financial LLC242,568$5.63M0.8%+2.7%0.571%
5/21/2025Geneos Wealth Management Inc.54,988$1.28M0.0%+9.4%0.129%
5/19/2025Jane Street Group LLC304,433$7.06M0.0%+43.8%0.716%
5/19/2025 Advisory Alpha LLC366,326$8.50M0.3%+22.7%0.862%
5/16/2025Arete Wealth Advisors LLC13,013$302K0.0%-7.5%0.031%
5/16/2025 Strait & Sound Wealth Management LLC46,129$1.07M0.5%+349.9%0.109%
5/16/2025 Ashton Thomas Private Wealth LLC1,123,376$26.05M1.0%+71.6%2.643%
5/16/2025Jones Financial Companies Lllp313,490$7.27M0.0%+212.0%0.738%
5/16/2025NewEdge Advisors LLC65,438$1.52M0.0%+8.2%0.154%
5/16/2025Integrated Wealth Concepts LLC193,800$4.49M0.1%-1.7%0.456%
5/15/2025 Ashton Thomas Securities LLC7,397$172K0.0%-6.2%0.017%
5/15/2025Royal Bank of Canada163,117$3.78M0.0%+3.9%0.384%
5/15/2025 Insight Wealth Partners LLC571,705$13.26M2.2%+1.1%1.345%
5/14/2025 Delta Investment Management LLC323,143$7.49M1.5%-2.0%0.760%
5/14/2025Comerica Bank15,795$366K0.0%-35.5%0.037%
5/14/2025RPg Family Wealth Advisory LLC151,663$3.52M1.0%+15.7%0.357%
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5/14/2025Northwestern Mutual Wealth Management Co.3,809$88K0.0%+47.3%0.009%
5/14/2025Kestra Advisory Services LLC77,035$1.79M0.0%-0.8%0.181%
5/14/2025Compound Planning Inc.74,487$1.73M0.1%+43.6%0.175%
5/14/2025Capital Analysts LLC40,165$931K0.0%+14.8%0.095%
5/14/2025 Voisard Asset Management Group Inc.19,317$448K0.1%N/A0.045%
5/13/2025Global View Capital Management LLC50,524$1.17M0.4%-46.5%0.119%
5/13/2025Tyler Stone Wealth Management232,735$5.40M1.0%+90.6%0.548%
5/13/2025Raymond James Financial Inc.2,168,110$50.28M0.0%+3.2%5.101%
5/13/2025 Oder Investment Management LLC183,172$4.26M3.6%+10.1%0.431%
5/13/2025 NFP Retirement Inc.44,369$1.03M0.1%+10.1%0.104%
(Data available from 1/1/2016 forward)

BSJQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSJQ shares?

During the previous two years, 182 institutional investors and hedge funds held shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($50.28M), Mirador Capital Partners LP ($48.43M), Cetera Investment Advisers ($31.57M), LPL Financial LLC ($28.29M), Sterling Financial Group Inc. ($28.02M), Ashton Thomas Private Wealth LLC ($25.24M), and UBS Group AG ($21.77M).Learn more on Invesco BulletShares 2026 High Yield Corporate Bond ETF's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2026 High Yield Corporate Bond ETF's stock?

Of the 170 institutional investors that purchased Invesco BulletShares 2026 High Yield Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($4.27M), Mirador Capital Partners LP ($2.08M), Cetera Investment Advisers ($1.27M), Sterling Financial Group Inc. ($1.21M), Ashton Thomas Private Wealth LLC ($1.12M), GAMMA Investing LLC ($1.04M), and Jaffetilchin Investment Partners LLC ($823.52K).

How much institutional buying is happening at Invesco BulletShares 2026 High Yield Corporate Bond ETF?

Institutional investors have bought a total of 19,032,753 shares in the last 24 months. This purchase volume represents approximately $443.01M in transactions.

Which of Invesco BulletShares 2026 High Yield Corporate Bond ETF's major shareholders have been selling company stock?

Of the 60 institutional investors that sold Invesco BulletShares 2026 High Yield Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Insight Wealth Partners LLC ($548.37K), AIFG Consultants Ltd. ($215.40K), Advisory Alpha LLC ($158.05K), IHT Wealth Management LLC ($100.83K), CWM LLC ($69.04K), HUB Investment Partners LLC ($63.26K), and Steward Partners Investment Advisory LLC ($55.36K).

How much institutional selling is happening at Invesco BulletShares 2026 High Yield Corporate Bond ETF?

Institutional investors have sold a total of 1,984,853 shares in the last 24 months. This volume of shares sold represents approximately $46.24M in transactions.



This page (NASDAQ:BSJQ) was last updated on 8/13/2025 by MarketBeat.com Staff
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