BSJR Institutional Ownership
Invesco BulletShares 2027 High Yield Corporate Bond ETF
1W: +0.1%
1M: -0.9%
3M: -0.6%
YTD: -1.2%
1Y: -1.7%
3Y: +20.0%
5Y: +12.0%
$22.15
+0.02 (+0.09%)
Weekly Expected Move ±0.3%
$22
$22
$22
$22
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BSJR
178
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
581M
Total Invested
11
New Positions
71
Increased
63
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (185 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Mirador Capital Partners LP | 2,395,160 | $53M | +142,552 | +6.3% | 4Q | SEC ↗ |
| 2 | LPL Financial LLC | 2,124,675 | $47M | +148,200 | +7.5% | 21Q | SEC ↗ |
| 3 | Cetera Investment Advisers | 1,705,927 | $38M | +93,846 | +5.8% | 10Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 1,429,596 | $32M | +72,424 | +5.3% | 7Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 1,244,589 | $28M | +67,439 | +5.7% | 27Q | SEC ↗ |
| 6 | MORGAN STANLEY | 1,147,775 | $25M | +36,185 | +3.3% | 26Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 985,722 | $22M | +323,263 | +48.8% | 26Q | SEC ↗ |
| 8 | Ashton Thomas Private Wealth, LLC | 768,762 | $17M | +2,292 | +0.3% | 6Q | SEC ↗ |
| 9 | Larson Financial Group LLC | 713,232 | $16M | -246,371 | -25.7% | 10Q | SEC ↗ |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | 660,311 | $15M | +42,694 | +6.9% | 18Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 555,768 | $12M | +19,024 | +3.5% | 15Q | SEC ↗ |
| 12 | CAPTRUST FINANCIAL ADVISORS | 522,332 | $12M | +30,788 | +6.3% | 8Q | SEC ↗ |
| 13 | Altium Investment Strategies LLC | 475,561 | $11M | +204,558 | +75.5% | 2Q | SEC ↗ |
| 14 | Accurate Wealth Management, LLC | 475,561 | $11M | +204,558 | +75.5% | 4Q | SEC ↗ |
| 15 | Advisory Alpha, LLC | 465,244 | $10M | +33,111 | +7.7% | 15Q | SEC ↗ |
| 16 | Parkway Wealth Management Group, LLC | 456,265 | $10M | +2,721 | +0.6% | 3Q | SEC ↗ |
| 17 | UBS Group AG | 400,145 | $9M | -182,854 | -31.4% | 24Q | SEC ↗ |
| 18 | COLLECTIVE FAMILY OFFICE LLC | 366,184 | $8M | +72,012 | +24.5% | 5Q | SEC ↗ |
| 19 | Verity Asset Management, Inc. | 362,888 | $8M | +45,106 | +14.2% | 2Q | SEC ↗ |
| 20 | SFE Investment Counsel | 358,973 | $8M | -1,257 | -0.3% | 12Q | SEC ↗ |
| 21 | Ironwood Financial, llc | 358,454 | $8M | -7,591 | -2.1% | 15Q | SEC ↗ |
| 22 | BANTA ASSET MANAGEMENT LP | 330,285 | $7M | +3,365 | +1.0% | 3Q | SEC ↗ |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 322,104 | $7M | +10,121 | +3.2% | 11Q | SEC ↗ |
| 24 | Delta Investment Management, LLC NEW | 316,214 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Intrua Financial, LLC | 309,958 | $7M | -40,613 | -11.6% | 6Q | SEC ↗ |
| 26 | Modern Wealth Management, LLC | 307,642 | $7M | +39,312 | +14.7% | 5Q | SEC ↗ |
| 27 | CHATHAM CAPITAL GROUP, INC. | 298,406 | $7M | +45,528 | +18.0% | 3Q | SEC ↗ |
| 28 | OLD SECOND NATIONAL BANK OF AURORA | 236,667 | $5M | -23,942 | -9.2% | 2Q | SEC ↗ |
| 29 | AMERIPRISE FINANCIAL INC | 230,451 | $5M | +33,526 | +17.0% | 12Q | SEC ↗ |
| 30 | HOWARD WEALTH MANAGEMENT, LLC | 209,291 | $5M | +22,390 | +12.0% | 8Q | SEC ↗ |
| 31 | Ark Wealth Advisors LLC | 205,460 | $5M | -29,236 | -12.5% | 3Q | SEC ↗ |
| 32 | Oder Investment Management, LLC | 198,942 | $4M | +9,851 | +5.2% | 11Q | SEC ↗ |
| 33 | JONES FINANCIAL COMPANIES LLLP | 196,120 | $4M | +19,825 | +11.2% | 9Q | SEC ↗ |
| 34 | Kestra Advisory Services, LLC | 176,687 | $4M | +43,708 | +32.9% | 9Q | SEC ↗ |
| 35 | River Street Advisors LLC | 167,642 | $4M | +25,697 | +18.1% | 2Q | SEC ↗ |
| 36 | Pacific Wealth Strategies Group, Inc. | 162,746 | $4M | +31,511 | +24.0% | 8Q | SEC ↗ |
| 37 | Prospera Financial Services Inc | 160,293 | $4M | +375 | +0.2% | 15Q | SEC ↗ |
| 38 | Sidoxia Capital Management, LLC | 144,834 | $3M | +4,208 | +3.0% | 2Q | SEC ↗ |
| 39 | Glass Jacobson Investment Advisors llc | 141,191 | $3M | +10,139 | +7.7% | 7Q | SEC ↗ |
| 40 | Foundations Investment Advisors, LLC | 134,651 | $3M | +5,724 | +4.4% | 8Q | SEC ↗ |
| 41 | Horizons Wealth Management | 123,176 | $3M | +1,099 | +0.9% | 16Q | SEC ↗ |
| 42 | STIFEL FINANCIAL CORP | 109,063 | $2M | +923 | +0.9% | 15Q | SEC ↗ |
| 43 | Compound Planning, Inc. | 104,647 | $2M | -8 | -0.0% | 9Q | SEC ↗ |
| 44 | Invesco Ltd. | 101,783 | $2M | -10,021 | -9.0% | 8Q | SEC ↗ |
| 45 | BANK OF MONTREAL /CAN | 100,623 | $2M | +98,466 | +4565.0% | 2Q | SEC ↗ |
| 46 | Private Advisor Group, LLC | 93,250 | $2M | +1,561 | +1.7% | 13Q | SEC ↗ |
| 47 | JANE STREET GROUP, LLC | 91,566 | $2M | -6,438 | -6.6% | 3Q | SEC ↗ |
| 48 | S.E.E.D. Planning Group LLC | 91,073 | $2M | +15,752 | +20.9% | 10Q | SEC ↗ |
| 49 | Independent Wealth Advisors LLC | 88,041 | $2M | +1,853 | +2.1% | 3Q | SEC ↗ |
| 50 | NewEdge Advisors, LLC | 86,787 | $2M | +2,132 | +2.5% | 17Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Delta Investment Management, LLC | 316,214 | $7M |
| Collaborative Fund Advisors, LLC | 72,178 | $2M |
| TD Waterhouse Canada Inc. | 68,060 | $2M |
| Thrivent Financial for Lutherans | 46,326 | $1M |
| J.W. COLE ADVISORS, INC. | 37,221 | $824K |
| Kinetic Wealth Investment Advisors | 35,397 | $784K |
| Farnam Financial LLC | 34,252 | $759K |
| Arax Advisory Partners | 17,866 | $396K |
| Janney Montgomery Scott LLC | 15,072 | $334K |
| BCS Wealth Management | 11,311 | $251K |
| FIDUCIARY FINANCIAL ADVISORS | 161 | $4K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Matthew Goff Investment Advisor, LL | 303,170 | $7M |
| Independent Advisor Alliance | 121,646 | $3M |
| Mariner, LLC | 77,706 | $2M |
| Orion Porfolio Solutions, LLC | 76,691 | $2M |
| Atria Investments, Inc | 66,608 | $1M |
| Focus Partners Wealth | 58,618 | $1M |
| SBE LLC DBA CEDAR COVE WEALTH PARTN | 36,409 | $806K |
| Cloud Capital Management, LLC | 22,466 | $498K |
| Creative Planning | 9,671 | $214K |
| WFA of San Diego, LLC | 8,203 | $182K |
| Advisory Services Network, LLC | 3,441 | $76K |
| Intentional Wealth Strategies, LLC | 2,975 | $66K |
| Western Wealth Management, LLC | 2,000 | $44K |
| FMR LLC | 1,741 | $39K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 419 | $9K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +323,263 | +48.8% | 985,722 |
| Altium Investment Strategies LLC | +204,558 | +75.5% | 475,561 |
| Accurate Wealth Management, LLC | +204,558 | +75.5% | 475,561 |
| LPL Financial LLC | +148,200 | +7.5% | 2,124,675 |
| Mirador Capital Partners LP | +142,552 | +6.3% | 2,395,160 |
| BANK OF MONTREAL /CAN | +98,466 | +4565.0% | 100,623 |
| Cetera Investment Advisers | +93,846 | +5.8% | 1,705,927 |
| RAYMOND JAMES FINANCIAL INC | +72,424 | +5.3% | 1,429,596 |
| COLLECTIVE FAMILY OFFICE LLC | +72,012 | +24.5% | 366,184 |
| WELLS FARGO & COMPANY/MN | +67,439 | +5.7% | 1,244,589 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +65,022 | +400.2% | 81,270 |
| CHATHAM CAPITAL GROUP, INC. | +45,528 | +18.0% | 298,406 |
| Verity Asset Management, Inc. | +45,106 | +14.2% | 362,888 |
| Kestra Advisory Services, LLC | +43,708 | +32.9% | 176,687 |
| MERCER GLOBAL ADVISORS INC /ADV | +42,694 | +6.9% | 660,311 |
| Modern Wealth Management, LLC | +39,312 | +14.7% | 307,642 |
| OLD MISSION CAPITAL LLC | +39,206 | +219.6% | 57,062 |
| MORGAN STANLEY | +36,185 | +3.3% | 1,147,775 |
| AMERIPRISE FINANCIAL INC | +33,526 | +17.0% | 230,451 |
| Advisory Alpha, LLC | +33,111 | +7.7% | 465,244 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Larson Financial Group LLC | -246,371 | -25.7% | 713,232 |
| UBS Group AG | -182,854 | -31.4% | 400,145 |
| Tower Research Capital LLC (TRC) | -76,330 | -61.8% | 47,135 |
| Bright Futures Wealth Management, L | -75,973 | -70.5% | 31,765 |
| Intrua Financial, LLC | -40,613 | -11.6% | 309,958 |
| Ark Wealth Advisors LLC | -29,236 | -12.5% | 205,460 |
| OLD SECOND NATIONAL BANK OF AURORA | -23,942 | -9.2% | 236,667 |
| Carnegie Investment Counsel | -19,050 | -52.9% | 16,975 |
| Cambridge Investment Research Advis | -15,327 | -26.3% | 42,909 |
| CITADEL ADVISORS LLC | -15,139 | -20.6% | 58,383 |
| Invesco Ltd. | -10,021 | -9.0% | 101,783 |
| Net Worth Advisory Group | -9,290 | -33.1% | 18,780 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -8,444 | -45.8% | 9,979 |
| Ironwood Financial, llc | -7,591 | -2.1% | 358,454 |
| CWM, LLC | -6,998 | -8.2% | 78,569 |
| JANE STREET GROUP, LLC | -6,438 | -6.6% | 91,566 |
| Northwest Bancshares, Inc. | -5,606 | -13.4% | 36,383 |
| Equitable Holdings, Inc. | -5,485 | -27.6% | 14,422 |
| PRIVATE TRUST CO NA | -4,759 | -91.9% | 417 |
| Keating Financial Advisory Services | -4,405 | -56.8% | 3,347 |