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

Invesco BulletShares 2026 High Yield Corporate Bond ETF logo
$23.16 -0.08 (-0.34%)
Closing price 05/21/2025 03:59 PM Eastern
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$23.16 0.00 (0.00%)
As of 05/21/2025 04:04 PM Eastern
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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)
136
Total
Institutional Inflows
(last 12 months)
$440.22M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$26.80M
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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
5/21/2025 Geneos Wealth Management Inc.54,988$1.28M0.0%+9.4%0.129%
5/19/2025 Jane 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%
5/16/2025 Arete 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%
5/16/2025 Jones Financial Companies Lllp313,490$7.27M0.0%+212.0%0.738%
5/16/2025 NewEdge Advisors LLC65,438$1.52M0.0%+8.2%0.154%
5/16/2025 Integrated 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%
5/15/2025 Royal 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%
5/14/2025 Comerica Bank15,795$366K0.0%-35.5%0.037%
5/14/2025 RPg Family Wealth Advisory LLC151,663$3.52M1.0%+15.7%0.357%
5/14/2025 Northwestern Mutual Wealth Management Co.3,809$88K0.0%+47.3%0.009%
5/14/2025 Kestra Advisory Services LLC77,035$1.79M0.0%-0.8%0.181%
5/14/2025 Compound Planning Inc.74,487$1.73M0.1%+43.6%0.175%
5/14/2025 Capital Analysts LLC40,165$931K0.0%+14.8%0.095%
5/14/2025 Voisard Asset Management Group Inc.19,317$448K0.1%N/A0.045%
5/13/2025 Global View Capital Management LLC50,524$1.17M0.4%-46.5%0.119%
5/13/2025 Tyler Stone Wealth Management232,735$5.40M1.0%+90.6%0.548%
5/13/2025 Raymond 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%
5/12/2025 Invesco Ltd.111,518$2.59M0.0%-3.3%0.262%
5/12/2025 Koss Olinger Consulting LLC17,835$414K0.0%+3.5%0.042%
5/9/2025 Atria Wealth Solutions Inc.80,322$1.86M0.0%+119.5%0.189%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management31,593$733K0.0%+2.2%0.074%
5/7/2025 Foundations Investment Advisors LLC130,132$3.02M0.1%+217.5%0.306%
5/7/2025 LPL Financial LLC1,219,967$28.29M0.0%+7.0%2.871%
5/6/2025 Cetera Investment Advisers1,398,691$32.44M0.1%+12.2%3.291%
5/6/2025 Avantax Advisory Services Inc.54,474$1.26M0.0%+12.1%0.128%
5/6/2025 SFE Investment Counsel325,538$7.55M1.5%-1.3%0.766%
5/6/2025 Carnegie Investment Counsel52,790$1.20M0.0%-23.5%0.124%
5/5/2025 Atlantic Union Bankshares Corp9,432$219K0.0%N/A0.022%
5/5/2025 Private Advisor Group LLC141,632$3.28M0.0%+20.0%0.333%
5/5/2025 Diversify Advisory Services LLC9,840$228K0.0%-34.1%0.023%
5/5/2025 Migdal Insurance & Financial Holdings Ltd.21,374$496K0.0%+252.1%0.050%
5/2/2025 Larson Financial Group LLC566,966$13.15M0.6%+69.9%1.334%
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5/2/2025 Kaye Capital Management9,206$213K0.1%N/A0.022%
5/1/2025 Key Financial Inc46,168$1.07M0.2%+6.2%0.106%
5/1/2025 CWM LLC493,215$11.44M0.0%-3.1%1.134%
5/1/2025 Stephens Inc. AR33,496$777K0.0%+5.7%0.077%
5/1/2025 WESPAC Advisors LLC12,410$288K0.2%-7.9%0.029%
4/30/2025 AlphaStar Capital Management LLC20,440$474K0.1%+10.7%0.047%
4/30/2025 BXM Wealth LLC15,759$365K0.4%+46.7%0.036%
4/30/2025 Stratos Wealth Partners LTD.8,755$203K0.0%-9.4%0.020%
4/30/2025 49 Wealth Management LLC144,125$3.34M0.4%+4.2%0.331%
4/30/2025 Brown Advisory Inc.43,236$1.00M0.0%+2.6%0.099%
4/29/2025 Envestnet Asset Management Inc.687,166$15.94M0.0%-0.9%1.580%
4/29/2025 Strategic Blueprint LLC33,159$769K0.0%+245.8%0.076%
4/28/2025 Mutual Advisors LLC15,130$351K0.0%N/A0.035%
4/28/2025 Ledgewood Wealth Advisors LLC54,360$1.26M0.8%-10.0%0.125%
4/28/2025 Rovin Capital UT ADV210,225$4.88M1.6%+10.6%0.483%
4/25/2025 MorganRosel Wealth Management LLC5,510$128K0.0%N/A0.013%
4/25/2025 Pacific Wealth Strategies Group Inc.77,505$1.80M1.3%+3.2%0.178%
4/25/2025 IRON Financial LLC25,568$593K0.3%-3.2%0.059%
4/25/2025 Verity Asset Management Inc.272,386$6.32M2.6%N/A0.626%
4/25/2025 Sovran Advisors LLC20,935$484K0.1%N/A0.048%
4/24/2025 Jaffetilchin Investment Partners LLC814,568$18.89M1.4%N/A1.873%
4/23/2025 AIFG Consultants Ltd.74,495$1.73M2.8%-8.2%0.171%
4/23/2025 Vantage Point Financial LLC71,070$1.65M0.8%+0.8%0.163%
4/22/2025 Cambridge Investment Research Advisors Inc.31,229$724K0.0%+55.8%0.072%
4/22/2025 Paradiem LLC94,972$2.20M0.6%-10.7%0.218%
4/22/2025 Altrius Capital Management Inc67,505$1.57M0.4%-13.0%0.155%
4/22/2025 Segment Wealth Management LLC58,542$1.36M0.1%-2.9%0.135%
4/21/2025 Meriwether Wealth & Planning LLC24,443$567K0.4%+46.4%0.056%
4/21/2025 Avior Wealth Management LLC334,687$7.76M0.3%+2.9%0.766%
4/21/2025 OLD Second National Bank of Aurora198,415$4.60M1.1%+5.4%0.454%
4/21/2025 River Street Advisors LLC199,618$4.63M2.3%-0.7%0.457%
4/21/2025 Friedenthal Financial8,264$192K0.1%-8.0%0.019%
4/17/2025 AA Financial Advisors LLC68,784$1.60M0.4%+5.0%0.157%
4/17/2025 Janney Montgomery Scott LLC30,126$699K0.0%-25.3%0.069%
4/16/2025 Wealth Enhancement Advisory Services LLC44,782$1.04M0.0%+17.7%0.102%
4/16/2025 Sound Stewardship LLC50,186$1.16M0.7%+1.8%0.113%
4/16/2025 Ballew Advisors Inc42,049$963K0.6%+62.1%0.094%
4/16/2025 Sterling Financial Group Inc.1,208,421$28.02M10.1%+37.7%2.716%
4/15/2025 Net Worth Advisory Group14,514$337K0.1%+5.4%0.033%
4/15/2025 Ironwood Wealth Management LLC.466,126$10.81M3.3%+0.2%1.072%
4/15/2025 GAMMA Investing LLC44,721$1.04M0.1%+13.7%0.100%
4/11/2025 Evexia Wealth LLC142,933$3.30M1.2%+3.2%0.318%
4/11/2025 Stablepoint Partners LLC140,111$3.25M0.6%+18.0%0.311%
4/10/2025 Chatham Capital Group Inc.17,000$394K0.1%N/A0.038%
4/10/2025 Horizons Wealth Management110,821$2.57M1.9%+1.9%0.246%
4/10/2025 Hennion & Walsh Asset Management Inc.32,157$746K0.0%-22.5%0.071%
4/10/2025 Legacy Financial Group LLC758,569$17.59M2.7%-1.9%1.686%
4/9/2025 RFG Advisory LLC16,223$376K0.0%+5.9%0.036%
4/9/2025 Gradient Investments LLC32,207$747K0.0%-9.6%0.072%
4/9/2025 Mirador Capital Partners LP1,601,111$37.13M6.5%+7.3%3.558%
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4/8/2025 Advisory Alpha LLC140,537$3.26M0.2%-52.9%0.312%
4/8/2025 S.E.E.D. Planning Group LLC69,642$1.62M0.5%-1.7%0.155%
4/7/2025 GAMMA Investing LLC1,037,080$240.50M0.0%+2,535.9%2.305%
4/7/2025 AdvisorNet Financial Inc13,952$324K0.0%+8.2%0.031%
4/3/2025 Collective Family Office LLC244,899$5.68M1.5%+20.4%0.543%
3/17/2025 Wealth Enhancement Advisory Services LLC38,040$885K0.0%+13.1%0.092%
2/25/2025 Shufro Rose & Co. LLC20,500$477K0.0%-4.7%0.050%
2/24/2025 Wilkins Miller Wealth Management LLC39,980$931K1.0%N/A0.097%
2/18/2025 Strait & Sound Wealth Management LLC10,254$239K0.1%N/A0.025%
2/18/2025 49 Wealth Management LLC138,359$3.22M0.5%+41.4%0.336%
(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, 176 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 ($37.13M), Cetera Investment Advisers ($32.44M), LPL Financial LLC ($28.29M), Sterling Financial Group Inc. ($28.02M), Ashton Thomas Private Wealth LLC ($26.05M), and UBS Group AG ($21.77M).Learn more on BSJQ's institutional investors.

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

Of the 162 institutional investors that purchased Invesco BulletShares 2026 High Yield Corporate Bond ETF 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 ($1.60M), 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 ($814.57K).

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

Institutional investors have bought a total of 22,854,601 shares in the last 24 months. This purchase volume represents approximately $530.48M in transactions.

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

Of the 60 institutional investors that sold Invesco BulletShares 2026 High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Legacy Financial Group LLC ($579.31K), AIFG Consultants Ltd. ($232.39K), Advisory Alpha LLC ($158.05K), S.E.E.D. Planning Group LLC ($150.50K), IHT Wealth Management LLC ($100.83K), Orion Portfolio Solutions LLC ($90.03K), and Camelot Portfolios LLC ($72.85K).

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

Institutional investors have sold a total of 2,289,464 shares in the last 24 months. This volume of shares sold represents approximately $52.97M in transactions.



This page (NASDAQ:BSJQ) was last updated on 5/22/2025 by MarketBeat.com Staff
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