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Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) Institutional Ownership

Invesco BulletShares 2030 High Yield Corporate Bond ETF logo
$25.86 +0.02 (+0.08%)
As of 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2030 High Yield Corporate Bond ETF (NASDAQ:BSJU)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$74.96M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$11.39M
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BSJU Institutional Buying and Selling by Quarter

Invesco BulletShares 2030 High Yield Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Geneos Wealth Management Inc.5,371$137K0.0%+119.7%0.053%
5/4/2026 Milestones Private Investment Advisors LLC91,865$2.35M2.1%+1.9%0.910%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management26,296$673K0.0%-11.7%0.260%
5/2/2026 SFE Investment Counsel250,489$6.41M1.0%+3.2%2.505%
5/1/2026 Simplicity Wealth LLC10,248$262K0.0%N/A0.102%
4/28/2026 Ascentis Independent Advisors15,648$400K0.0%N/A0.156%
4/25/2026 GPM Growth Investors Inc.217,988$5.58M2.3%+5.3%2.180%
4/25/2026 4Thought Financial Group Inc.16,217$415K0.2%-3.2%0.162%
4/24/2026 Key Financial Inc8,205$210K0.0%+10.7%0.082%
4/21/2026 Topsail Wealth Management LLC14,147$362K0.1%+26.8%0.141%
4/17/2026 Brookstone Capital Management30,651$784K0.0%+21.0%0.307%
2/18/2026Mercer Global Advisors Inc. ADV394,064$10.29M0.0%+7.3%4.237%
2/18/2026CacheTech Inc.89,121$2.33M0.4%N/A0.958%
2/18/2026Ark Wealth Advisors LLC18,657$487K0.5%N/A0.201%
2/18/2026VestGen Advisors LLC11,202$292K0.0%-32.1%0.120%
2/18/2026OLD Mission Capital LLC13,537$353K0.0%+66.4%0.146%
2/17/2026Cetera Investment Advisers95,290$2.49M0.0%N/A1.025%
2/17/2026Equitable Holdings Inc.264,456$6.90M0.0%+3.3%2.844%
2/17/2026Osaic Holdings Inc.105,245$2.75M0.0%+134.3%1.132%
2/17/2026Royal Bank of Canada19,160$500K0.0%-7.1%0.206%
2/16/2026Axim Planning & Wealth26,066$680K0.7%N/A0.280%
2/13/2026 Kestra Advisory Services LLC1,394$36K0.0%N/A0.015%
2/13/2026Wells Fargo & Company MN59,195$1.55M0.0%+355.0%0.637%
2/13/2026RPg Family Wealth Advisory LLC299,517$7.82M1.7%+1.7%3.221%
2/12/2026Jane Street Group LLC67,392$1.76M0.0%N/A0.725%
2/12/2026 Commonwealth Equity Services LLC125,720$3.28M0.0%+9.4%1.352%
2/12/2026Bank of Montreal Can45,885$1.20M0.0%N/A0.493%
2/12/2026Keel Point LLC20,671$540K0.0%+12.4%0.222%
2/11/2026 Gilpin Wealth Management LLC2,044$53K0.0%N/A0.022%
2/11/2026LPL Financial LLC536,669$14.01M0.0%-14.1%5.771%
2/11/2026IMA Advisory Services Inc.8,035$210K0.0%+16.7%0.086%
2/9/2026 Key Financial Inc7,415$194K0.0%+15.0%0.080%
2/9/2026Valtinson Bruner Financial Planning LLC8,561$223K0.1%N/A0.092%
2/9/2026Harbour Investments Inc.63,870$1.67M0.0%+96.5%0.687%
2/9/2026 Prospera Financial Services Inc67,775$1.77M0.0%N/A0.729%
2/6/2026Advisory Alpha LLC141,439$3.69M0.1%N/A1.521%
2/6/2026Larson Financial Group LLC2,675$70K0.0%-35.7%0.029%
2/5/2026 Legacy Financial Group LLC545,664$14.23M1.8%+20.1%5.867%
2/5/2026 SFE Investment Counsel242,794$6.34M1.0%+11.2%2.611%
2/4/2026Moneco Advisors LLC14,831$387K0.0%-16.6%0.159%
2/4/2026 Topsail Wealth Management LLC11,157$291K0.0%N/A0.120%
2/3/2026MGO One Seven LLC22,691$592K0.0%+9.2%0.244%
2/2/2026Altrius Capital Management Inc45,048$1.18M0.2%+420.3%0.484%
2/2/2026 AlphaStar Capital Management LLC14,115$368K0.0%N/A0.152%
1/30/2026Turning Point Benefit Group Inc.61,272$1.60M0.8%N/A0.659%
1/30/2026 GPM Growth Investors Inc.206,997$5.40M2.1%N/A2.326%
1/29/2026Howard Wealth Management LLC132,990$3.47M1.5%+242.9%1.494%
1/29/2026 4Thought Financial Group Inc.16,750$437K0.2%-6.4%0.188%
1/29/2026 Segment Wealth Management LLC15,650$409K0.0%+5.2%0.176%
1/26/2026 Trinity Legacy Partners LLC352,132$9.19M2.1%+2.3%3.957%
1/26/2026 Milestones Private Investment Advisors LLC90,119$2.35M1.6%+154.1%1.013%
1/23/2026 Farther Finance Advisors LLC17,778$464K0.0%+49.9%0.209%
1/23/2026 Carnegie Investment Counsel7,690$201K0.0%N/A0.090%
1/21/2026Leo Wealth LLC19,562$511K0.0%N/A0.230%
1/15/2026 Brookstone Capital Management25,328$661K0.0%N/A0.305%
1/14/2026 Meriwether Wealth & Planning LLC8,397$219K0.1%N/A0.101%
1/14/2026ORG Partners LLC15,752$411K0.1%+10.7%0.190%
1/8/2026 Wealth Enhancement Advisory Services LLC26,442$692K0.0%+2.5%0.319%
11/17/2025Mercer Global Advisors Inc. ADV367,194$9.61M0.0%+42.2%5.400%
11/17/2025Flow Traders U.S. LLC20,605$539K0.0%N/A0.303%
11/17/2025Bank of America Corp DE45,221$1.18M0.0%+56.1%0.665%
11/17/2025Ameriprise Financial Inc.47,381$1.24M0.0%+2.4%0.697%
11/14/2025Raymond James Financial Inc.55,592$1.45M0.0%+3.4%0.818%
11/14/2025Equitable Holdings Inc.256,121$6.70M0.0%+7.7%3.766%
11/14/2025F m Investments LLC76,229$1.99M0.1%N/A1.121%
11/12/2025RPg Family Wealth Advisory LLC294,551$7.71M1.7%-0.6%4.332%
11/5/2025MONECO Advisors LLC17,780$465K0.0%-7.4%0.261%
11/5/2025Altrius Capital Management Inc8,658$226K0.1%N/A0.127%
11/5/2025 Envestnet Asset Management Inc.19,275$504K0.0%-92.0%0.283%
11/4/2025Jones Financial Companies Lllp59,999$1.57M0.0%+42.8%0.882%
11/4/2025 Trinity Legacy Partners LLC344,380$8.95M2.1%+2.4%5.064%
11/3/2025Howard Wealth Management LLC38,785$1.02M0.5%N/A0.570%
10/31/2025 Alaska Wealth Advisors9,654$253K0.0%N/A0.142%
10/29/2025 Wealth Enhancement Advisory Services LLC25,792$674K0.0%+8.8%0.379%
10/29/2025Rovin Capital UT ADV17,295$452K0.1%+2.9%0.254%
10/24/2025MGO One Seven LLC20,772$543K0.0%+9.8%0.305%
10/24/2025ORG Partners LLC14,226$372K0.1%N/A0.209%
10/22/2025 Milestones Private Investment Advisors LLC35,459$928K0.6%+2.8%0.521%
10/20/2025 Segment Wealth Management LLC14,880$389K0.0%+8.0%0.216%
10/15/2025CWM LLC1,042$27K0.0%N/A0.015%
10/14/2025 Farther Finance Advisors LLC11,857$310K0.0%+61.3%0.174%
10/3/2025 Horizons Wealth Management1,429$37K0.0%N/A0.023%
9/11/2025 Milestones Private Investment Advisors LLC34,508$898K0.7%N/A0.557%
9/4/2025Osaic Holdings Inc.37,680$980K0.0%+84.8%0.608%
8/15/2025Equitable Holdings Inc.237,888$6.19M0.1%+24.7%3.837%
8/15/2025Bank of America Corp DE28,966$754K0.0%+104.2%0.467%
8/15/2025Ameriprise Financial Inc.46,256$1.20M0.0%+21.3%0.746%
8/14/2025Raymond James Financial Inc.53,772$1.40M0.0%+34.4%0.867%
8/13/2025RPg Family Wealth Advisory LLC296,187$7.71M2.0%+2.2%4.777%
8/13/2025VestGen Advisors LLC14,720$382K0.0%+37.7%0.237%
8/7/2025 SFE Investment Counsel156,243$4.07M0.7%+23.5%2.520%
8/5/2025 Key Financial Inc6,450$168K0.0%+124.7%0.104%
8/1/2025 Envestnet Asset Management Inc.240,471$6.26M0.0%+2,866.9%3.879%
7/29/2025 Alaska Permanent Capital Management LLC8,229$214K0.0%N/A0.133%
7/28/2025Harbour Investments Inc.15,730$409K0.0%+144.1%0.254%
7/25/2025MGO One Seven LLC18,921$492K0.0%N/A0.305%
7/22/2025 BridgePort Financial Solutions LLC7,856$204K0.1%N/A0.133%
7/22/2025 4Thought Financial Group Inc.17,910$466K0.2%-3.3%0.304%
7/21/2025 Segment Wealth Management LLC13,780$358K0.0%+4.7%0.234%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management29,633$771K0.0%+6.3%0.502%


BSJU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSJU shares?

During the previous two years, 70 institutional investors and hedge funds held shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF. The most heavily invested institutionals were Legacy Financial Group LLC ($14.23M), LPL Financial LLC ($14.01M), Mercer Global Advisors Inc. ADV ($10.29M), Trinity Legacy Partners LLC ($9.19M), RPg Family Wealth Advisory LLC ($7.82M), Equitable Holdings Inc. ($6.90M), and SFE Investment Counsel ($6.41M).Learn more on Invesco BulletShares 2030 High Yield Corporate Bond ETF's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2030 High Yield Corporate Bond ETF's stock?

Of the 69 institutional investors that purchased Invesco BulletShares 2030 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: Legacy Financial Group LLC ($486.75K), Trinity Legacy Partners LLC ($379.71K), Strategic Financial Concepts LLC ($235.13K), Envestnet Asset Management Inc. ($232.37K), GPM Growth Investors Inc. ($217.99K), Jane Street Group LLC ($197.39K), and SFE Investment Counsel ($169.00K).

How much institutional buying is happening at Invesco BulletShares 2030 High Yield Corporate Bond ETF?

Institutional investors have bought a total of 2,879,327 shares in the last 24 months. This purchase volume represents approximately $74.96M in transactions.

Which of Invesco BulletShares 2030 High Yield Corporate Bond ETF's major shareholders have been selling company stock?

Of the 11 institutional investors that sold Invesco BulletShares 2030 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. ($221.20K), Jane Street Group LLC ($102.31K), LPL Financial LLC ($88.29K), Wealth Enhancement Advisory Services LLC ($6.60K), VestGen Advisors LLC ($5.29K), MONECO Advisors LLC ($4.38K), and Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($3.49K).

How much institutional selling is happening at Invesco BulletShares 2030 High Yield Corporate Bond ETF?

Institutional investors have sold a total of 438,422 shares in the last 24 months. This volume of shares sold represents approximately $11.39M in transactions.



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