
Invesco BulletShares 2029 High Yield Corporate Bond is an exchange-traded fund on NASDAQ. As of Q3 2025, 86 institutional investors hold shares in this ETF, with total holdings valued at $192.0M. LPL Financial LLC is the largest holder with a position valued at $49.2M.
Overview of institutional ownership in BSJT as of Q3 2025
Institutions with the largest positions in BSJT as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $49.2M 0.01% of portfolio |
Equitable Holdings, Inc. Institution | $13.5M 0.10% of portfolio |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $9.9M 0.02% of portfolio |
Modern Wealth Management, LLC RIA/Wealth | $8.4M 0.17% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $7.9M 0.00% of portfolio |
SFE Investment Counsel RIA/Wealth | $7.7M 1.23% of portfolio |
MORGAN STANLEY RIA/Wealth | $7.5M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $7.2M 0.01% of portfolio |
TrueNorth, Inc. RIA/Wealth | $6.8M 0.69% of portfolio |
G GPM Growth Investors, Inc. RIA/Wealth | $4.7M 1.81% of portfolio |
Institutional buying and selling activity for BSJT in Q3 2025
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$8.8M +406.9K shares |
WELLS FARGO & COMPANY/MN Institution | +$4.8M +220.8K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$2.4M +110.8K shares |
UBS Group AG Institution | +$1.8M +85.1K shares |
J JANE STREET GROUP, LLC Institution | +$1.7M +80.3K shares |
A Advisor Group Holdings, Inc. Institution | +$1.1M +52.6K shares |
JPMORGAN CHASE & CO Institution | +$1.1M +52.0K shares |
Modern Wealth Management, LLC RIA/Wealth | +$763.6K +35.4K shares |
Equitable Holdings, Inc. Institution | +$664.7K +30.8K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$654.4K +30.4K shares |
| Institution | Net Sold |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$6.7M −311.1K shares |
Summit Investment Advisory Services, LLC RIA/Wealth | −$1.7M −80.8K shares |
L Leo Wealth, LLC Institution | −$1.3M −62.4K shares |
GOLDMAN SACHS GROUP INC Institution | −$1.3M −62.2K shares |
STEPHENS INC /AR/ RIA/Wealth | −$252.3K −11.7K shares |
−$228.7K −10.6K shares | |
MorganRosel Wealth Management, LLC RIA/Wealth | −$129.4K −6.0K shares |
Vantage Point Financial LLC RIA/Wealth | −$70.4K −3.3K shares |
G GPM Growth Investors, Inc. RIA/Wealth | −$38.3K −1.8K shares |
PRIVATE CLIENT SERVICES, LLC RIA/Wealth | −$32.1K −1.5K shares |
Institutions that initiated new positions or completely exited BSJT in Q3 2025
| Institution | Position Value |
|---|---|
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | $2.4M 113.5K shares |
C CLAUDIA M.P. BATLLE, CRP LLC RIA/Wealth | $794.2K 36.8K shares |
Axim Planning & Wealth RIA/Wealth | $604.3K 28.0K shares |
Hobbs Group Advisors, LLC RIA/Wealth | $379.5K 17.6K shares |
FCA CORP /TX RIA/Wealth | $266.4K 12.4K shares |
Carnegie Capital Asset Management, LLC RIA/Wealth | $249.8K 11.6K shares |
J J.W. COLE ADVISORS, INC. Institution | $240.5K 11.2K shares |
F/M Investments LLC ETF Provider | $237.3K 11.0K shares |
CX Institutional RIA/Wealth | $25.1K 1.2K shares |
| Institution | Previous Position |
|---|---|
Summit Investment Advisory Services, LLC RIA/Wealth | $1.7M 80.8K shares |
L Leo Wealth, LLC Institution | $1.3M 62.4K shares |
GOLDMAN SACHS GROUP INC Institution | $1.3M 62.2K shares |
STEPHENS INC /AR/ RIA/Wealth | $252.3K 11.7K shares |
MorganRosel Wealth Management, LLC RIA/Wealth | $129.4K 6.0K shares |
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $11.3K 523.0 shares |
AE Wealth Management LLC RIA/Wealth | $538.0 25.0 shares |
FMR LLC Institution | $22.0 1.0 shares |
Institutions with the largest Call and Put options positions in BSJT as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with BSJT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
G GPM Growth Investors, Inc. RIA/Wealth | 1.81% $4.7M |
SFE Investment Counsel RIA/Wealth | 1.23% $7.7M |
H HOWARD WEALTH MANAGEMENT, LLC RIA/Wealth | 1.15% $2.5M |
PRIVATE CLIENT SERVICES, LLC RIA/Wealth | 0.81% $2.4M |
TrueNorth, Inc. RIA/Wealth | 0.69% $6.8M |
T Turning Point Benefit Group, Inc. Institution | 0.69% $1.1M |
Axim Planning & Wealth RIA/Wealth | 0.48% $604.3K |
0.39% $607.3K | |
C CLAUDIA M.P. BATLLE, CRP LLC RIA/Wealth | 0.29% $794.2K |
Astoria Portfolio Advisors LLC. Fund of Funds | 0.29% $913.6K |
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