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

Invesco BulletShares 2027 High Yield Corporate Bond ETF logo
$22.33 0.00 (0.00%)
As of 07/31/2026 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)
124
Total
Institutional Inflows
(last 12 months)
$226.50M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$22.43M
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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
7/9/2026 Hennion & Walsh Asset Management Inc.41,126$919K0.0%-9.1%0.108%
7/8/2026 Gradient Investments LLC23,517$526K0.0%-4.8%0.062%
7/7/2026 Mirador Capital Partners LP2,395,160$53.52M6.6%+6.3%6.270%
7/7/2026 Quad Cities Investment Group LLC31,655$707K0.3%+40.3%0.083%
7/2/2026 Collective Family Office LLC366,184$8.18M1.7%+24.5%0.971%
6/3/2026NewEdge Advisors LLC84,655$1.89M0.0%+9.3%0.231%
5/29/2026 Asset Dedication LLC2,873$64K0.0%+44.3%0.008%
5/22/2026 Independent Wealth Advisors LLC86,188$1.93M1.9%+20.1%0.235%
5/19/2026Western Wealth Management LLC2,000$45K0.0%N/A0.005%
5/19/2026Bank of America Corp DE536,744$12.00M0.0%+149.6%1.463%
5/18/2026Royal Bank of Canada84,438$1.89M0.0%-7.6%0.230%
5/14/2026Compound Planning Inc.104,655$2.34M0.1%-2.1%0.285%
5/14/2026Modern Wealth Management LLC268,330$6.01M0.1%+3.2%0.731%
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%
5/7/2026Koss Olinger Consulting LLC22,872$512K0.0%+27.4%0.062%
5/6/2026Oder Investment Management LLC189,091$4.23M3.2%+6.6%0.515%
5/6/2026 Independent Financial Group LLC19,975$447K0.0%N/A0.054%
5/5/2026Geneos 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%
5/4/2026Vantage Point Financial LLC43,734$978K0.3%-1.4%0.119%
5/4/2026 Paradiem LLC81,000$1.81M0.4%-17.2%0.221%
5/2/2026Anchor Investment Management LLC20,990$469K0.0%+10.5%0.057%
5/2/2026 Carnegie Investment Counsel36,025$806K0.0%-10.2%0.098%
5/2/2026SFE 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%
4/25/2026GPM 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%
4/22/2026Tassel 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%
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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%
4/16/2026Evexia Wealth LLC14,191$320K0.1%+14.8%0.039%
3/12/2026Nalls Sherbakoff Group LLC8,598$194K0.1%N/A0.025%
2/26/2026Anchor 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%
2/19/2026Invesco 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%
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%
2/17/2026WFA 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%
2/17/2026 Kovack 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%
2/16/2026MML 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%
2/13/2026Stifel Financial Corp110,535$2.50M0.0%+5.2%0.318%
2/13/2026Integrated Wealth Concepts LLC53,642$1.21M0.0%+2.0%0.154%
2/13/2026Ausdal Financial Partners Inc.10,896$246K0.0%N/A0.031%
2/13/2026Wells Fargo & Company MN1,010,054$22.84M0.0%+0.2%2.902%
2/12/2026Jane 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%
2/12/2026Wagner Wealth Management Corp34,161$773K0.8%N/A0.098%
2/12/2026Cloud 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%
2/12/2026Steward Partners Investment Advisory LLC44,400$1.00M0.0%-18.4%0.128%
2/12/2026Oder Investment Management LLC177,390$4.01M2.9%+7.5%0.510%
2/12/2026 Kovack Advisors Inc.53,667$1.21M0.1%N/A0.154%
2/11/2026Capital Analysts LLC9,183$208K0.0%-10.3%0.026%
2/11/2026LPL 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%
2/10/2026Koss Olinger Consulting LLC17,954$406K0.0%+18.4%0.052%
2/10/2026Northwestern Mutual Wealth Management Co.2,459$56K0.0%+81.3%0.007%
2/10/2026Foundations Investment Advisors LLC63,267$1.43M0.0%-0.8%0.182%
2/9/2026 Key Financial Inc33,774$764K0.1%+3.4%0.097%
2/9/2026Valtinson Bruner Financial Planning LLC25,009$566K0.2%+12.7%0.072%
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2/9/2026Harbour Investments Inc.9,342$211K0.0%+35.0%0.027%
2/9/2026Clearstead 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%
2/5/2026Northwestern Mutual Wealth Management Co.117,044$2.67M0.0%+8,531.6%0.336%
2/5/2026Legacy Financial Group LLC70,098$1.59M0.2%+8.9%0.201%
2/5/2026SFE Investment Counsel352,387$7.97M1.2%+2.1%1.013%


BSJR Institutional Ownership - Frequently Asked Questions

During the previous two years, 163 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 ($53.52M), 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 158 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 ($2.26M), GAMMA Investing LLC ($1.25M), Cetera Investment Advisers ($1.16M), Raymond James Financial Inc. ($901.50K), Larson Financial Group LLC ($785.14K), LPL Financial LLC ($658.83K), and Captrust Financial Advisors ($564.83K).

Institutional investors have bought a total of 10,014,627 shares in the last 24 months. This purchase volume represents approximately $226.50M in transactions.

Of the 36 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), Ashton Thomas Private Wealth LLC ($45.67K), and Hennion & Walsh Asset Management Inc. ($38.88K).

Institutional investors have sold a total of 989,919 shares in the last 24 months. This volume of shares sold represents approximately $22.43M in transactions.


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This page (NASDAQ:BSJR) was last updated on 8/3/2026 by MarketBeat.com Staff.
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