
Invesco BulletShares 2030 High Yield Corporate Bond is an exchange-traded fund on NASDAQ. As of Q3 2025, 50 institutional investors hold shares in this ETF, with total holdings valued at $87.2M. LPL Financial LLC is the largest holder with a position valued at $16.3M.
Overview of institutional ownership in BSJU as of Q3 2025
Institutions with the largest positions in BSJU as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $16.3M 0.00% of portfolio |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $9.6M 0.02% of portfolio |
Trinity Legacy Partners LLC RIA/Wealth | $9.0M 2.06% of portfolio |
RPg Family Wealth Advisory, LLC RIA/Wealth | $7.7M 1.69% of portfolio |
MORGAN STANLEY RIA/Wealth | $7.7M 0.00% of portfolio |
Equitable Holdings, Inc. Institution | $6.7M 0.05% of portfolio |
SFE Investment Counsel RIA/Wealth | $5.7M 0.91% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $3.0M 0.00% of portfolio |
F/M Investments LLC ETF Provider | $2.0M 0.08% of portfolio |
J JONES FINANCIAL COMPANIES LLLP Institution | $1.6M 0.00% of portfolio |
Institutional buying and selling activity for BSJU in Q3 2025
| Institution | Net Bought |
|---|---|
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$2.8M +108.9K shares |
L LPL Financial LLC Institution | +$2.7M +102.0K shares |
F/M Investments LLC ETF Provider | +$2.0M +76.2K shares |
SFE Investment Counsel RIA/Wealth | +$1.6M +62.2K shares |
H HOWARD WEALTH MANAGEMENT, LLC RIA/Wealth | +$1.0M +38.8K shares |
F FLOW TRADERS U.S. LLC Institution | +$539.0K +20.6K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$504.2K +-221.2K shares |
Equitable Holdings, Inc. Institution | +$477.0K +18.2K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$469.7K +18.0K shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | +$438.8K +16.8K shares |
| Institution | Net Sold |
|---|---|
O OLD MISSION CAPITAL LLC Institution | −$589.0K −22.5K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$383.8K −14.7K shares |
MorganRosel Wealth Management, LLC RIA/Wealth | −$107.1K −4.1K shares |
RPg Family Wealth Advisory, LLC RIA/Wealth | −$42.8K −1.6K shares |
MONECO Advisors, LLC RIA/Wealth | −$37.4K −1.4K shares |
Ancora Advisors, LLC RIA/Wealth | −$36.3K −1.4K shares |
Asset Dedication, LLC RIA/Wealth | −$7.8K −300.0 shares |
4Thought Financial Group Inc. RIA/Wealth | −$497.0 −19.0 shares |
Institutions that initiated new positions or completely exited BSJU in Q3 2025
| Institution | Position Value |
|---|---|
F/M Investments LLC ETF Provider | $2.0M 76.2K shares |
H HOWARD WEALTH MANAGEMENT, LLC RIA/Wealth | $1.0M 38.8K shares |
F FLOW TRADERS U.S. LLC Institution | $539.0K 20.6K shares |
ORG Partners LLC RIA/Wealth | $372.1K 14.2K shares |
APCM Wealth Management for Individuals RIA/Wealth | $252.6K 9.7K shares |
Altrius Capital Management Inc RIA/Wealth | $226.5K 8.7K shares |
Horizons Wealth Management RIA/Wealth | $37.4K 1.4K shares |
CWM, LLC RIA/Wealth | $27.3K 1.0K shares |
HORIZON FINANCIAL SERVICES, LLC RIA/Wealth | $14.5K 554.0 shares |
| Institution | Previous Position |
|---|---|
MorganRosel Wealth Management, LLC RIA/Wealth | $107.1K 4.1K shares |
Ancora Advisors, LLC RIA/Wealth | $36.3K 1.4K shares |
Asset Dedication, LLC RIA/Wealth | $7.8K 300.0 shares |
Institutions with the largest Call and Put options positions in BSJU as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with BSJU as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Trinity Legacy Partners LLC RIA/Wealth | 2.06% $9.0M |
RPg Family Wealth Advisory, LLC RIA/Wealth | 1.69% $7.7M |
SFE Investment Counsel RIA/Wealth | 0.91% $5.7M |
M | 0.63% $927.6K |
H HOWARD WEALTH MANAGEMENT, LLC RIA/Wealth | 0.47% $1.0M |
4Thought Financial Group Inc. RIA/Wealth | 0.24% $468.0K |
FINANCIAL ADVISORY CORP /UT/ /ADV RIA/Wealth | 0.13% $452.4K |
F/M Investments LLC ETF Provider | 0.08% $2.0M |
ORG Partners LLC RIA/Wealth | 0.07% $372.1K |
Altrius Capital Management Inc RIA/Wealth | 0.06% $226.5K |
We use cookies for analytics. See our Privacy and Cookie Policy.