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Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) Institutional Ownership

Invesco BulletShares 2027 High Yield Corporate Bond ETF logo
$22.47 +0.03 (+0.13%)
As of 05/13/2026 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2027 High Yield Corporate Bond ETF (NASDAQ:BSJR)

Number of
Institutional Buyers
(last 12 months)
131
Total
Institutional Inflows
(last 12 months)
$247.96M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$23.80M
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BSJR Institutional Buying and Selling by Quarter

Invesco BulletShares 2027 High Yield Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2026Lido Advisors LLC65,660$1.47M0.0%+4.5%0.179%
5/13/2026Cetera Investment Advisers1,612,081$36.05M0.0%+15.0%4.393%
5/13/2026Wealthspire Retirement LLC27,267$610K0.0%+10.7%0.074%
5/7/2026 Pacific Wealth Strategies Group Inc.131,235$2.94M1.8%+13.0%0.358%
5/7/2026 Koss Olinger Consulting LLC22,872$512K0.0%+27.4%0.062%
5/6/2026 Oder Investment Management LLC189,091$4.23M3.2%+6.6%0.515%
5/6/2026 Independent Financial Group LLC19,975$447K0.0%N/A0.054%
5/5/2026 Geneos Wealth Management Inc.19,930$446K0.0%+6.2%0.054%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management29,686$664K0.0%-11.1%0.081%
5/4/2026 Vantage Point Financial LLC43,734$978K0.3%-1.4%0.119%
5/4/2026 Paradiem LLC81,000$1.81M0.4%-17.2%0.221%
5/2/2026 Anchor Investment Management LLC20,990$469K0.0%+10.5%0.057%
5/2/2026 Carnegie Investment Counsel36,025$806K0.0%-10.2%0.098%
5/2/2026 SFE Investment Counsel360,230$8.06M1.3%+2.2%0.982%
4/30/2026 Kestra Advisory Services LLC132,979$2.97M0.0%+6.8%0.363%
4/27/2026 Private Advisor Group LLC91,689$2.05M0.0%+9.5%0.251%
4/25/2026 GPM Growth Investors Inc.9,109$204K0.1%-35.7%0.025%
4/24/2026 Key Financial Inc40,695$910K0.2%+20.5%0.112%
4/23/2026 Intrua Financial LLC350,571$7.84M0.8%+10.4%0.963%
4/23/2026 BXM Wealth LLC31,166$697K0.5%+11.9%0.086%
4/22/2026 River Street Advisors LLC141,945$3.18M1.1%N/A0.390%
4/22/2026 Tassel Capital Management Inc.14,661$328K0.2%+33.7%0.040%
4/21/2026 OLD Second National Bank of Aurora260,609$5.83M1.2%N/A0.716%
4/21/2026 AA Financial Advisors LLC46,123$1.03M0.1%+18.3%0.127%
4/21/2026 Parkway Wealth Management Group LLC453,544$10.21M1.3%+14.6%1.246%
4/18/2026 Nautilus Advisors LLC10,101$226K0.2%N/A0.028%
4/17/2026 Matthew Goff Investment Advisor LLC303,170$6.78M1.1%N/A0.833%
4/17/2026 Brookstone Capital Management49,706$1.11M0.0%+12.0%0.137%
4/16/2026 Ironwood Wealth Management LLC.366,045$8.19M2.3%-1.2%1.006%
4/16/2026 Evexia Wealth LLC14,191$320K0.1%+14.8%0.039%
3/12/2026Nalls Sherbakoff Group LLC8,598$194K0.1%N/A0.025%
2/26/2026 Anchor Investment Management LLC18,990$429K0.0%+42.9%0.055%
2/24/2026 Astoria Portfolio Advisors LLC.33,217$749K0.2%+7.3%0.095%
2/19/2026Compound Planning Inc.106,924$2.42M0.1%+18.3%0.307%
2/19/2026 Invesco Ltd.118,641$2.68M0.0%-8.9%0.341%
2/18/2026Mercer Global Advisors Inc. ADV442,880$10.02M0.0%+1.9%1.273%
2/18/2026Wealthspire Retirement LLC24,634$557K0.0%+9.7%0.071%
2/18/2026Beacon Pointe Advisors LLC18,229$412K0.0%N/A0.052%
2/18/2026Ark Wealth Advisors LLC215,477$4.87M5.2%N/A0.619%
2/18/2026Vermillion & White Wealth Management Group LLC23,727$538K0.3%+15.5%0.068%
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2/18/2026NewEdge Advisors LLC77,457$1.75M0.0%+3.8%0.223%
2/18/2026VestGen Advisors LLC12,460$282K0.0%-53.8%0.036%
2/18/2026OLD Mission Capital LLC148,376$3.36M0.1%+471.1%0.426%
2/17/2026 WFA of San Diego LLC8,203$186K0.1%-30.7%0.024%
2/17/2026Cetera Investment Advisers1,401,930$31.70M0.0%+76.2%4.029%
2/17/2026Equitable Holdings Inc.34,376$777K0.0%-21.9%0.099%
2/17/2026Imprint Wealth LLC1,398$32K0.1%N/A0.004%
2/17/2026Kovack Advisors Inc.53,667$1.21M0.1%N/A0.154%
2/17/2026Osaic Holdings Inc.378,048$8.55M0.0%+28.7%1.086%
2/17/2026Tower Research Capital LLC TRC 136,237$3.08M0.1%+6.1%0.391%
2/17/2026Captrust Financial Advisors456,177$10.32M0.0%+2.2%1.311%
2/17/2026Royal Bank of Canada91,432$2.07M0.0%-1.1%0.263%
2/16/2026 MML Investors Services LLC62,530$1.41M0.0%+272.1%0.180%
2/16/2026Mariner LLC133,458$3.02M0.0%+14.4%0.384%
2/16/2026Axim Planning & Wealth32,971$746K0.8%+14.8%0.095%
2/13/2026 Kestra Advisory Services LLC124,522$2.82M0.0%+122.2%0.358%
2/13/2026 Stifel Financial Corp110,535$2.50M0.0%+5.2%0.318%
2/13/2026Integrated Wealth Concepts LLC53,642$1.21M0.0%+2.0%0.154%
2/13/2026 Ausdal Financial Partners Inc.10,896$246K0.0%N/A0.031%
2/13/2026 Wells Fargo & Company MN1,010,054$22.84M0.0%+0.2%2.902%
2/12/2026 Jane Street Group LLC162,293$3.67M0.0%N/A0.466%
2/12/2026 Commonwealth Equity Services LLC294,237$6.65M0.0%+13.5%0.846%
2/12/2026 Wagner Wealth Management Corp34,161$773K0.8%N/A0.098%
2/12/2026 Cloud Capital Management LLC22,466$508K0.2%N/A0.065%
2/12/2026 SBE LLC DBA Cedar Cove Wealth Partners40,366$913K0.5%N/A0.116%
2/12/2026 Steward Partners Investment Advisory LLC44,400$1.00M0.0%-18.4%0.128%
2/12/2026 Oder Investment Management LLC177,390$4.01M2.9%+7.5%0.510%
2/12/2026Kovack Advisors Inc.53,667$1.21M0.1%N/A0.154%
2/11/2026Capital Analysts LLC9,183$208K0.0%-10.3%0.026%
2/11/2026 LPL Financial LLC1,859,953$42.06M0.0%+28.6%5.345%
2/11/2026 J.W. Cole Advisors Inc.33,391$755K0.0%+4.2%0.096%
2/10/2026Lido Advisors LLC62,812$1.42M0.0%N/A0.180%
2/10/2026 Koss Olinger Consulting LLC17,954$406K0.0%+18.4%0.052%
2/10/2026 Northwestern Mutual Wealth Management Co.2,459$56K0.0%+81.3%0.007%
2/10/2026 Foundations Investment Advisors LLC63,267$1.43M0.0%-0.8%0.182%
2/9/2026 Key Financial Inc33,774$764K0.1%+3.4%0.097%
2/9/2026 Valtinson Bruner Financial Planning LLC25,009$566K0.2%+12.7%0.072%
2/9/2026Harbour Investments Inc.9,342$211K0.0%+35.0%0.027%
2/9/2026 Clearstead Advisors LLC29,933$677K0.0%N/A0.086%
2/9/2026 Prospera Financial Services Inc156,944$3.55M0.1%+9.2%0.451%
2/9/2026 Banta Asset Management LP310,920$7.03M6.4%N/A0.893%
2/6/2026Advisory Alpha LLC390,380$8.83M0.2%+10.5%1.122%
2/6/2026Larson Financial Group LLC965,131$21.83M0.7%+44.0%2.773%
2/5/2026 Intrua Financial LLC317,535$7.18M0.8%+2.0%0.912%
2/5/2026 Northwestern Mutual Wealth Management Co.117,044$2.67M0.0%+8,531.6%0.336%
2/5/2026 Legacy Financial Group LLC70,098$1.59M0.2%+8.9%0.201%
2/5/2026 SFE Investment Counsel352,387$7.97M1.2%+2.1%1.013%
2/4/2026 Atlantic Union Bankshares Corp25,562$578K0.0%+9.4%0.073%
2/4/2026 Topsail Wealth Management LLC20,331$460K0.1%+7.9%0.058%
2/3/2026MGO One Seven LLC21,567$488K0.0%+18.0%0.062%
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2/2/2026 Altrius Capital Management Inc70,086$1.59M0.3%-5.9%0.201%
2/2/2026 AlphaStar Capital Management LLC22,620$512K0.0%+28.7%0.065%
2/2/2026Ashton Thomas Securities LLC7,743$175K0.0%-89.4%0.022%
2/2/2026 Vantage Point Financial LLC44,333$1.00M0.4%-2.9%0.127%
2/2/2026 Oppenheimer & Co. Inc.17,975$406K0.0%+16.1%0.052%
1/30/2026 GPM Growth Investors Inc.14,176$321K0.1%-88.2%0.041%
1/30/2026 Sound Stewardship LLC55,301$1.25M0.6%+3.9%0.159%
1/29/2026 Ashton Thomas Private Wealth LLC440,614$9.96M0.2%-9.4%1.292%
1/29/2026 Howard Wealth Management LLC173,063$3.91M1.7%+43.5%0.508%
1/29/2026 UBS Group AG553,824$12.53M0.0%+2.9%1.624%


BSJR Institutional Ownership - Frequently Asked Questions

During the previous two years, 165 institutional investors and hedge funds held shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF. The most heavily invested institutionals were Mirador Capital Partners LP ($47.97M), LPL Financial LLC ($42.06M), Cetera Investment Advisers ($36.05M), Wells Fargo & Company MN ($22.84M), Larson Financial Group LLC ($21.83M), Raymond James Financial Inc. ($16.94M), and UBS Group AG ($12.53M).Learn more on Invesco BulletShares 2027 High Yield Corporate Bond ETF's institutional investors.

Of the 161 institutional investors that purchased Invesco BulletShares 2027 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: Mirador Capital Partners LP ($2.12M), Cetera Investment Advisers ($1.42M), GAMMA Investing LLC ($1.27M), Raymond James Financial Inc. ($901.50K), Larson Financial Group LLC ($788.71K), LPL Financial LLC ($658.83K), and Captrust Financial Advisors ($564.83K).

Institutional investors have bought a total of 10,961,646 shares in the last 24 months. This purchase volume represents approximately $247.96M in transactions.

Of the 42 institutional investors that sold Invesco BulletShares 2027 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: Envestnet Asset Management Inc. ($293.45K), Evexia Wealth LLC ($143.39K), Captrust Financial Advisors ($117.58K), GPM Growth Investors Inc. ($113.34K), Ashton Thomas Securities LLC ($65.19K), GAMMA Investing LLC ($46.85K), and Ashton Thomas Private Wealth LLC ($45.67K).

Institutional investors have sold a total of 1,050,103 shares in the last 24 months. This volume of shares sold represents approximately $23.80M in transactions.


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This page (NASDAQ:BSJR) was last updated on 5/14/2026 by MarketBeat.com Staff.
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