SEC 13F Intelligence

BSJPINVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF

CUSIP 46138J817 · Yahoo Finance ↗ · Google Finance ↗

Invesco Bulletshares 2025 High Yield Corporate Bond Etf (BSJP) has 2 institutional holders in Filings Flow’s 13F database, together reporting 22.8K shares worth $524,515 as of Q1 2026. The largest reported holders are Lpl Financial LLC, Cetera Investment Advisers, and Morgan Stanley.

Institutional Holders
2
Q1 2026
Reported Value
$524,515
Ticker
BSJP
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 13Q4 ’18Q1 ’19: 20Q2 ’19: 20Q2 ’19Q3 ’19: 23Q2 ’21: 68Q2 ’21Q4 ’21: 81Q4 ’22: 106Q4 ’22Q4 ’25: 1Q1 ’26: 2Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $8MQ4 ’18Q1 ’19: $33MQ2 ’19: $47MQ2 ’19Q3 ’19: $39MQ2 ’21: $2.4BQ2 ’21Q4 ’21: $5.1BQ4 ’22: $160MQ4 ’22Q4 ’25: $355,078Q1 ’26: $524,515Q1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Summit Investment Advisory Services, LLC$269M AUM9.59%$11M489.7KQ2 2025OLDER
SUMMIT INVESTMENT ADVISORS, INC.$121M AUM9.36%$11M492.7KQ2 2025OLDER
FF Advisors,LLC$247M AUM2.69%$6M244.0KQ3 2025OLDER
Mirador Capital Partners LP$817M AUM2.45%$17M750.4KQ3 2025OLDER
Oder Investment Management, LLC$130M AUM2.39%$3M144.3KQ3 2025OLDER
Delta Investment Management, LLC$559M AUM2.38%$12M536.0KQ2 2025OLDER
Verity Asset Management, Inc.$238M AUM2.10%$6M278.8KQ3 2025OLDER
AA Financial Advisors, LLC$710M AUM2.02%$10M445.0KQ3 2025OLDER
HOWARD WEALTH MANAGEMENT, LLC$238M AUM1.16%$3M109.5KQ3 2025OLDER
Stablepoint Partners, LLC$723M AUM1.15%$7M313.1KQ3 2025OLDER
PRIVATE CLIENT SERVICES, LLC$381M AUM1.08%$3M120.4KQ2 2025OLDER
EVEXIA WEALTH LLC$364M AUM0.99%$3M143.6KQ3 2025OLDER
Glass Jacobson Investment Advisors llc$290M AUM0.90%$2M107.5KQ3 2025OLDER
TFR Capital, LLC.$326M AUM0.86%$3M111.5KQ3 2025OLDER
MILESTONE ASSET MANAGEMENT, LLC$543M AUM0.83%$4M190.7KQ3 2025OLDER
SEMITAM BONAM LLC$122M AUM0.65%$693,37730.1KQ2 2025OLDER
Wilkins Miller Wealth Management, LLC$165M AUM0.60%$968,36242.0KQ3 2025OLDER
Tyler-Stone Wealth Management$621M AUM0.58%$4M156.3KQ2 2025OLDER
Intrua Financial, LLC$969M AUM0.58%$5M230.4KQ3 2025OLDER
Montis Financial, LLC$484M AUM0.58%$3M108.4KQ3 2025OLDER
Sound Stewardship, LLC$218M AUM0.57%$1M51.3KQ3 2025OLDER
Vantage Point Financial LLC$285M AUM0.56%$1M62.6KQ3 2025OLDER
S.E.E.D. Planning Group LLC$344M AUM0.52%$2M77.0KQ3 2025OLDER
Horizons Wealth Management$152M AUM0.49%$722,72331.3KQ3 2025OLDER
Werba Rubin Papier Wealth Management$718M AUM0.49%$3M130.8KQ3 2025OLDER
Paradiem, LLC$454M AUM0.48%$2M89.2KQ3 2025OLDER
Ballew Advisors, Inc$194M AUM0.39%$703,03430.4KQ3 2025OLDER
BXM Wealth LLC$130M AUM0.39%$324,86714.1KQ2 2025OLDER
Northwest Bancshares, Inc.$502M AUM0.38%$2M98.5KQ3 2025OLDER
Leo Wealth, LLC$1.4B AUM0.37%$5M206.2KQ2 2025OLDER
Advisory Alpha, LLC$3.7B AUM0.33%$12M512.5KQ3 2025OLDER
Wealth Advisory Solutions, LLC$449M AUM0.32%$1M57.2KQ3 2025OLDER
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM0.28%$1M54.8KQ2 2025OLDER
Key FInancial Inc$562M AUM0.27%$1M63.7KQ3 2025OLDER
4Thought Financial Group Inc.$202M AUM0.26%$510,23322.1KQ3 2025OLDER
Flavin Financial Services, Inc.$149M AUM0.25%$355,07815.4KQ4 2025OLDER
Pacific Wealth Strategies Group, Inc.$160M AUM0.25%$410,74517.8KQ3 2025OLDER
Masso Torrence Wealth Management Inc.$240M AUM0.25%$599,95226.0KQ3 2025OLDER
Legacy Financial Group LLC$795M AUM0.23%$2M71.1KQ2 2025OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.22%$8M368.3KQ3 2025OLDER
SFE Investment Counsel$635M AUM0.22%$1M59.6KQ3 2025OLDER
Meriwether Wealth & Planning, LLC$202M AUM0.21%$370,36716.1KQ3 2025OLDER
WealthBridge Capital Management, LLC$434M AUM0.21%$898,16438.9KQ3 2025OLDER
Tassel Capital Management, Inc.$184M AUM0.21%$324,75514.1KQ3 2025OLDER
FCA CORP /TX$354M AUM0.21%$739,42732.1KQ3 2025OLDER
Fusion Family Wealth, LLC$1.3B AUM0.20%$2M115.6KQ2 2025OLDER
VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM0.18%$796,17034.5KQ3 2025OLDER
Quad-Cities Investment Group, LLC$278M AUM0.18%$428,71318.6KQ3 2025OLDER
HORIZON FINANCIAL SERVICES, LLC$226M AUM0.18%$378,23016.4KQ3 2025OLDER
Wealthstar Advisors, LLC$213M AUM0.18%$455,82719.8KQ3 2025OLDER
American Capital Advisory, LLC$248M AUM0.17%$374,21816.2KQ3 2025OLDER
Nalls Sherbakoff Group, LLC$148M AUM0.16%$238,21110.3KQ1 2026
IHT Wealth Management, LLC$4.3B AUM0.16%$6M274.5KQ3 2025OLDER
BCS Wealth Management$490M AUM0.16%$698,73330.3KQ3 2025OLDER
Altrius Capital Management Inc$503M AUM0.16%$687,06429.8KQ3 2025OLDER
Ironwood Financial, llc$573M AUM0.15%$860,72137.3KQ3 2025OLDER
IRON Financial LLC$229M AUM0.14%$295,88712.8KQ3 2025OLDER
Fortitude Advisory Group L.L.C.$222M AUM0.14%$261,45411.3KQ3 2025OLDER
WESPAC Advisors, LLC$183M AUM0.13%$230,94610.0KQ3 2025OLDER
TI-TRUST, INC$168M AUM0.13%$208,9249.1KQ3 2025OLDER
CRA Financial Services, LLC$770M AUM0.12%$902,18539.1KQ3 2025OLDER
Siligmueller & Norvid Wealth Advisors LLC$222M AUM0.11%$279,63112.1KQ2 2025OLDER
Straight Path Wealth Management$374M AUM0.11%$397,67317.2KQ3 2025OLDER
COLLECTIVE FAMILY OFFICE LLC$489M AUM0.10%$414,50418.0KQ3 2025OLDER
Net Worth Advisory Group$482M AUM0.10%$337,84414.7KQ3 2025OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.09%$12M538.4KQ3 2025OLDER
WFA of San Diego, LLC$125M AUM0.07%$98,8554.3KQ2 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.07%$485,80521.1KQ3 2025OLDER
Prospera Financial Services Inc$6.2B AUM0.07%$4M177.6KQ3 2025OLDER
Consolidated Portfolio Review Corp$1.1B AUM0.07%$535,18723.2KQ3 2025OLDER
Gladstone Institutional Advisory LLC$2.7B AUM0.06%$2M66.4KQ2 2025OLDER
Kovack Advisors, Inc.$1.9B AUM0.06%$646,23328.0KQ3 2025OLDER
Old Port Advisors$434M AUM0.06%$242,13010.5KQ3 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.06%$6M267.2KQ3 2025OLDER
Wealthspire Retirement, LLC$1.7B AUM0.05%$1M47.1KQ3 2025OLDER
Private Advisory Group LLC$1.5B AUM0.05%$577,58525.0KQ3 2025OLDER
SHUFRO ROSE & CO LLC$1.5B AUM0.05%$571,64024.8KQ3 2025OLDER
Compound Planning, Inc.$3.3B AUM0.05%$1M60.8KQ3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.04%$1M64.9KQ3 2025OLDER
AlphaStar Capital Management, LLC$1.4B AUM0.04%$456,78419.8KQ3 2025OLDER
Meridian Wealth Advisors, LLC$756M AUM0.04%$274,46011.9KQ3 2025OLDER
MorganRosel Wealth Management, LLC$254M AUM0.04%$128,4545.6KQ2 2025OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.03%$499,38221.6KQ2 2025OLDER
Claro Advisors Inc.$830M AUM0.03%$224,1539.7KQ3 2025OLDER
Koss-Olinger Consulting, LLC$1.2B AUM0.03%$389,00016.9KQ3 2025OLDER
Certified Advisory Corp$1.1B AUM0.03%$310,54413.5KQ3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.03%$23M979.8KQ3 2025OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.03%$2M77.7KQ3 2025OLDER
GTS SECURITIES LLC$2.8B AUM0.02%$650,66128.2KQ3 2025OLDER
HUB Investment Partners, LLC$4.2B AUM0.02%$736,65331.9KQ3 2025OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.02%$1M45.2KQ3 2025OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.02%$1M47.0KQ3 2025OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.02%$1M44.3KQ3 2025OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.02%$30313.1KQ3 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.02%$744,07732.3KQ3 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.02%$353,30215.3KQ3 2025OLDER
RICHARDS, MERRILL & PETERSON, INC.$273M AUM0.02%$42,2691.8KQ3 2025OLDER
Strategic Blueprint, LLC$1.7B AUM0.02%$384,40816.7KQ3 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.02%$4M152.0KQ3 2025OLDER
Focus Financial Network, Inc.$3.2B AUM0.02%$443,32919.2KQ3 2025OLDER
VestGen Advisors, LLC$3.8B AUM0.02%$468,84520.3KQ3 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.02%$676,05029.3KQ3 2025OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$746,47232.4KQ3 2025OLDER
LPL Financial LLC$376.6B AUM0.01%$49M2.13MQ3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.01%$372,98616.2KQ3 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$2M107.2KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$8M359.5KQ3 2025OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$500,56321.7KQ3 2025OLDER
Gradient Investments LLC$7.2B AUM0.01%$640,79827.8KQ3 2025OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.01%$286,30412.4KQ1 2026
Mutual Advisors, LLC$4.7B AUM0.01%$379,48916.5KQ2 2025OLDER
Sarver Vrooman Wealth Advisors$168M AUM0.01%$14,343622Q3 2025OLDER
RFG Advisory, LLC$5.4B AUM0.01%$443,83019.2KQ3 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.01%$100,2424.3KQ3 2025OLDER
Brookstone Capital Management$8.7B AUM0.01%$740,42332.1KQ3 2025OLDER
Lido Advisors, LLC$32.7B AUM0.01%$3M109.0KQ3 2025OLDER
Diversify Advisory Services, LLC$655M AUM0.01%$230,18110.0KQ3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$2M68.5KQ3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$415,36218.0KQ3 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$2M98.3KQ3 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.01%$158,9306.9KQ3 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$4,427192.0KQ3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.01%$244,24210.6KQ2 2025OLDER
ASHTON THOMAS SECURITIES, LLC$797M AUM0.01%$39,6171.7KQ3 2025OLDER
OLD SECOND NATIONAL BANK OF AURORA$484M AUM0.01%$25,0311.1KQ2 2025OLDER
Allworth Financial LP$24.7B AUM0.01%$1M45.9KQ2 2025OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$356,51215.5KQ3 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$62,8622.7KQ3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$13M582.7KQ3 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$55,1212.4KQ3 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$4M173.0KQ3 2025OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$277,93012.1KQ3 2025OLDER
GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM0.00%$47,2012.0KQ2 2025OLDER
Aspect Partners, LLC$245M AUM0.00%$6,572285Q3 2025OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$244,36710.6KQ3 2025OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$7,472324Q3 2025OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$313,68513.6KQ3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$3M132.7KQ3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$11M473.0KQ3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$346,13515.0KQ3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$11M458.3KQ3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$6M240.0KQ3 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$897,26338.9KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$22M966.5KQ3 2025OLDER
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.00%$232,59210.1KQ2 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$703,11930.5KQ3 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$63,5762.8KQ3 2025OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$776,47633.7KQ3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$6M259.8KQ3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$40,4471.8KQ3 2025OLDER
Migdal Insurance & Financial Holdings Ltd.$11.5B AUM0.00%$763.3KQ3 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$48,4032.1KQ3 2025OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$98,9504.3KQ3 2025OLDER
Mariner, LLC$85.7B AUM0.00%$519,57122.5KQ3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$2M99.0KQ3 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$3,828166Q3 2025OLDER
UBS Group AG$666.3B AUM0.00%$3M127.1KQ3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$9,785424Q2 2025OLDER
CBIZ Investment Advisory Services, LLC$2.7B AUM0.00%$11,434496Q3 2025OLDER
COMERICA BANK$25.1B AUM0.00%$108,2904.7KQ3 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$50,5012.2KQ3 2025OLDER
Independence Bank of Kentucky$789M AUM0.00%$2,352102Q3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$4M159.9KQ3 2025OLDER
Creative Planning$147.4B AUM0.00%$210,7399.1KQ3 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$398,96117.3KQ3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$9,985433Q3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$22,735986Q3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$781,54233.9KQ2 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$477,75620.7KQ2 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$11,530500Q3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$415,79118.0KQ2 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$102,7554.5KQ3 2025OLDER
ATWOOD & PALMER INC$1.9B AUM0.00%$1,15350Q3 2025OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$62327Q3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$269,04111.7KQ3 2025OLDER
CWM, LLC$38.1B AUM0.00%$7284Q3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$6,902299Q3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$224,6509.7KQ3 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$1,77677Q3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$1,56868Q3 2025OLDER
FMR LLC$1.90T AUM0.00%$1717Q3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.