BSJQ Institutional Ownership
Invesco BulletShares 2026 High Yield Corporate Bond ETF
1W: -0.0%
1M: -0.3%
3M: -0.1%
YTD: -1.2%
1Y: -1.6%
3Y: +16.3%
5Y: +14.2%
$22.82
+0.01 (+0.02%)
Weekly Expected Move ±0.2%
$23
$23
$23
$23
$23
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BSJQ
207
Institutional Holders
-12 vs prior quarter
0.0%
Ownership
+0.00pp
586M
Total Invested
14
New Positions
51
Increased
111
Reduced
20
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (228 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Mirador Capital Partners LP | 2,714,747 | 62M | -510,324 | -15.8% | 9Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,925,101 | 44M | -426,232 | -18.1% | 26Q | SEC ↗ |
| 3 | MORGAN STANLEY | 1,362,754 | 31M | -100,811 | -6.9% | 28Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 1,236,482 | 28M | -20,326 | -1.6% | 10Q | SEC ↗ |
| 5 | Jaffetilchin Investment Partners, LLC | 1,021,704 | 23M | +115,139 | +12.7% | 5Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 924,269 | 21M | -131,347 | -12.4% | 30Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 845,074 | 19M | +92,781 | +12.3% | 26Q | SEC ↗ |
| 8 | CITADEL ADVISORS LLC | 830,303 | 19M | +802,610 | +2898.2% | 5Q | SEC ↗ |
| 9 | COLLECTIVE FAMILY OFFICE LLC | 666,309 | 15M | -93,025 | -12.3% | 9Q | SEC ↗ |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | 598,587 | 14M | -24,829 | -4.0% | 18Q | SEC ↗ |
| 11 | UBS Group AG | 598,155 | 14M | -1,807,742 | -75.1% | 27Q | SEC ↗ |
| 12 | Migdal Insurance & Financial Holdings | 560,867 | 13M | +13,007 | +2.4% | 11Q | SEC ↗ |
| 13 | Advisory Alpha, LLC | 507,769 | 12M | +34,078 | +7.2% | 19Q | SEC ↗ |
| 14 | Parkway Wealth Management Group, LLC | 441,155 | 10M | +2,670 | +0.6% | 3Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 432,891 | 10M | -21,064 | -4.6% | 21Q | SEC ↗ |
| 16 | Cornerstone Planning, LLC | 428,119 | 10M | +5,781 | +1.4% | 3Q | SEC ↗ |
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 377,575 | 9M | -16,583 | -4.2% | 7Q | SEC ↗ |
| 18 | Leo Wealth, LLC | 369,699 | 8M | +6,341 | +1.7% | 2Q | SEC ↗ |
| 19 | Delta Investment Management, LLC | 361,418 | 8M | -677,825 | -65.2% | 8Q | SEC ↗ |
| 20 | Lido Advisors, LLC | 346,898 | 8M | -3,110 | -0.9% | 8Q | SEC ↗ |
| 21 | Ashton Thomas Private Wealth, LLC | 340,946 | 8M | -832 | -0.2% | 9Q | SEC ↗ |
| 22 | Larson Financial Group LLC | 329,412 | 8M | -115,818 | -26.0% | 11Q | SEC ↗ |
| 23 | MML INVESTORS SERVICES, LLC | 320,516 | 7M | +38,516 | +13.7% | 18Q | SEC ↗ |
| 24 | Verity Asset Management, Inc. | 311,813 | 7M | -20,967 | -6.3% | 6Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 293,559 | 7M | +3,065 | +1.1% | 13Q | SEC ↗ |
| 26 | BANK OF MONTREAL /CAN | 293,250 | 7M | +252,089 | +612.4% | 2Q | SEC ↗ |
| 27 | RAYMOND JAMES FINANCIAL INC | 273,030 | 6M | -36,411 | -11.8% | 7Q | SEC ↗ |
| 28 | CWM, LLC | 266,522 | 6M | -31,749 | -10.6% | 16Q | SEC ↗ |
| 29 | IHT Wealth Management, LLC | 255,611 | 6M | -104,854 | -29.1% | 18Q | SEC ↗ |
| 30 | AMERIPRISE FINANCIAL INC | 230,792 | 5M | -144,889 | -38.6% | 15Q | SEC ↗ |
| 31 | Ironwood Financial, llc | 230,453 | 5M | -168,974 | -42.3% | 24Q | SEC ↗ |
| 32 | MGO ONE SEVEN LLC | 226,152 | 5M | +16,469 | +7.9% | 11Q | SEC ↗ |
| 33 | MILESTONE ASSET MANAGEMENT, LLC | 221,775 | 5M | +15,659 | +7.6% | 3Q | SEC ↗ |
| 34 | Kestra Advisory Services, LLC | 216,754 | 5M | +72,721 | +50.5% | 10Q | SEC ↗ |
| 35 | HOWARD WEALTH MANAGEMENT, LLC | 211,404 | 5M | +20,300 | +10.6% | 8Q | SEC ↗ |
| 36 | JONES FINANCIAL COMPANIES LLLP | 209,063 | 5M | +8,460 | +4.2% | 9Q | SEC ↗ |
| 37 | BANTA ASSET MANAGEMENT LP | 197,933 | 5M | -24,285 | -10.9% | 3Q | SEC ↗ |
| 38 | Foundations Investment Advisors, LLC | 196,417 | 4M | +5,926 | +3.1% | 8Q | SEC ↗ |
| 39 | Oder Investment Management, LLC | 189,443 | 4M | -12,798 | -6.3% | 15Q | SEC ↗ |
| 40 | Ark Wealth Advisors LLC | 178,694 | 4M | -47,678 | -21.1% | 3Q | SEC ↗ |
| 41 | EVEXIA WEALTH LLC | 175,895 | 4M | +114,122 | +184.7% | 11Q | SEC ↗ |
| 42 | STIFEL FINANCIAL CORP | 171,667 | 4M | +5,426 | +3.3% | 20Q | SEC ↗ |
| 43 | SFE Investment Counsel | 166,621 | 4M | -101,312 | -37.8% | 21Q | SEC ↗ |
| 44 | RPg Family Wealth Advisory, LLC | 162,149 | 4M | +2,289 | +1.4% | 15Q | SEC ↗ |
| 45 | Sidoxia Capital Management, LLC | 158,727 | 4M | -4,072 | -2.5% | 2Q | SEC ↗ |
| 46 | HB Wealth Management, LLC | 155,441 | 4M | +18 | +0.0% | 5Q | SEC ↗ |
| 47 | Pacific Wealth Strategies Group, Inc. | 155,192 | 4M | +21,809 | +16.4% | 8Q | SEC ↗ |
| 48 | Prospera Financial Services Inc | 155,011 | 4M | -2,383 | -1.5% | 19Q | SEC ↗ |
| 49 | BANK OF AMERICA CORP /DE | 153,950 | 4M | -3,717 | -2.4% | 15Q | SEC ↗ |
| 50 | Legacy Financial Group LLC | 147,878 | 3M | -119,028 | -44.6% | 20Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| J.W. COLE ADVISORS, INC. | 36,493 | 833K |
| Farnam Financial LLC | 32,308 | 737K |
| Orion Porfolio Solutions, LLC | 29,892 | 682K |
| Everstar Asset Management, LLC | 21,045 | 480K |
| Arax Advisory Partners | 19,802 | 452K |
| Collaborative Fund Advisors, LLC | 19,413 | 443K |
| Mutual Advisors, LLC | 10,757 | 246K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 9,929 | 227K |
| TWO SIGMA SECURITIES, LLC | 9,686 | 221K |
| XML Financial, LLC | 9,575 | 219K |
| PKS Advisory Services, LLC | 9,345 | 213K |
| FIDUCIARY FINANCIAL ADVISORS | 1,966 | 45K |
| Global Retirement Partners, LLC | 964 | 22K |
| Kingdom Financial Group LLC. | 192 | 4K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Atria Investments, Inc | 497,895 | 11M |
| Matthew Goff Investment Advisor, LL | 486,104 | 11M |
| Avior Wealth Management, LLC | 358,722 | 8M |
| CHATHAM CAPITAL GROUP, INC. | 177,299 | 4M |
| Focus Partners Wealth | 169,490 | 4M |
| 49 WEALTH MANAGEMENT, LLC | 166,212 | 4M |
| River Street Advisors LLC | 132,921 | 3M |
| Independent Advisor Alliance | 115,061 | 3M |
| SBE LLC DBA CEDAR COVE WEALTH PARTN | 93,723 | 2M |
| Segment Wealth Management, LLC | 55,010 | 1M |
| Cloud Capital Management, LLC | 26,496 | 605K |
| SkyView Investment Advisors, LLC | 25,000 | 571K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 23,377 | 534K |
| OLD MISSION CAPITAL LLC | 22,962 | 524K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 21,612 | 493K |
| SHUFRO ROSE & CO LLC | 21,500 | 491K |
| VestGen Advisors, LLC | 16,152 | 369K |
| Compound Planning, Inc. | 12,189 | 278K |
| Mariner, LLC | 11,832 | 270K |
| WESPAC Advisors, LLC | 10,557 | 241K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -1,807,742 | -75.1% | 598,155 |
| Delta Investment Management, LLC | -677,825 | -65.2% | 361,418 |
| Mirador Capital Partners LP | -510,324 | -15.8% | 2,714,747 |
| LPL Financial LLC | -426,232 | -18.1% | 1,925,101 |
| Ironwood Financial, llc | -168,974 | -42.3% | 230,453 |
| AMERIPRISE FINANCIAL INC | -144,889 | -38.6% | 230,792 |
| WELLS FARGO & COMPANY/MN | -131,347 | -12.4% | 924,269 |
| JANE STREET GROUP, LLC | -124,613 | -89.5% | 14,584 |
| Legacy Financial Group LLC | -119,028 | -44.6% | 147,878 |
| Larson Financial Group LLC | -115,818 | -26.0% | 329,412 |
| IHT Wealth Management, LLC | -104,854 | -29.1% | 255,611 |
| SFE Investment Counsel | -101,312 | -37.8% | 166,621 |
| MORGAN STANLEY | -100,811 | -6.9% | 1,362,754 |
| COLLECTIVE FAMILY OFFICE LLC | -93,025 | -12.3% | 666,309 |
| Invesco Ltd. | -80,406 | -76.0% | 25,386 |
| Tower Research Capital LLC (TRC) | -57,888 | -70.4% | 24,304 |
| Ark Wealth Advisors LLC | -47,678 | -21.1% | 178,694 |
| Intrua Financial, LLC | -45,135 | -26.1% | 127,965 |
| RAYMOND JAMES FINANCIAL INC | -36,411 | -11.8% | 273,030 |
| CWM, LLC | -31,749 | -10.6% | 266,522 |