BSJS Institutional Ownership
Invesco BulletShares 2028 High Yield Corporate Bond ETF
1W: -0.2%
1M: -1.3%
3M: -1.1%
YTD: -1.5%
1Y: -1.9%
3Y: +21.3%
5Y: +9.9%
$21.46
+0.02 (+0.08%)
Weekly Expected Move ±0.4%
$21
$21
$21
$22
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — BSJS
150
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
437M
Total Invested
8
New Positions
83
Increased
43
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (160 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2,582,802 | $55M | +242,215 | +10.3% | 16Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 1,483,280 | $32M | -127,467 | -7.9% | 7Q | SEC ↗ |
| 3 | MORGAN STANLEY | 1,250,796 | $27M | +48,704 | +4.1% | 20Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 1,239,662 | $27M | +57,575 | +4.9% | 21Q | SEC ↗ |
| 5 | Cetera Investment Advisers | 873,931 | $19M | +118,365 | +15.7% | 10Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. | 726,891 | $16M | +133,705 | +22.5% | 22Q | SEC ↗ |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | 629,699 | $14M | +56,973 | +9.9% | 13Q | SEC ↗ |
| 8 | Mirador Capital Partners LP | 560,921 | $12M | +537,630 | +2308.3% | 2Q | SEC ↗ |
| 9 | CAPTRUST FINANCIAL ADVISORS | 550,103 | $12M | +50,668 | +10.1% | 7Q | SEC ↗ |
| 10 | Ashton Thomas Private Wealth, LLC | 543,796 | $12M | +14,397 | +2.7% | 2Q | SEC ↗ |
| 11 | HUB Investment Partners, LLC | 514,180 | $11M | +21,050 | +4.3% | 14Q | SEC ↗ |
| 12 | Parkway Wealth Management Group, LLC | 467,842 | $10M | +2,813 | +0.6% | 3Q | SEC ↗ |
| 13 | UBS Group AG | 454,105 | $10M | -136,117 | -23.1% | 18Q | SEC ↗ |
| 14 | SFE Investment Counsel | 390,757 | $8M | +6,757 | +1.8% | 15Q | SEC ↗ |
| 15 | Leo Wealth, LLC | 383,914 | $8M | +2,641 | +0.7% | 2Q | SEC ↗ |
| 16 | BANTA ASSET MANAGEMENT LP | 333,370 | $7M | +1,850 | +0.6% | 3Q | SEC ↗ |
| 17 | Advisory Alpha, LLC | 327,100 | $7M | +24,928 | +8.2% | 11Q | SEC ↗ |
| 18 | Verity Asset Management, Inc. | 313,387 | $7M | +61,956 | +24.6% | 2Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 304,273 | $7M | +11,141 | +3.8% | 11Q | SEC ↗ |
| 20 | AMERIPRISE FINANCIAL INC | 304,230 | $7M | +34,124 | +12.6% | 12Q | SEC ↗ |
| 21 | GPM Growth Investors, Inc. | 239,447 | $5M | -15,627 | -6.1% | 9Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 235,729 | $5M | +9,003 | +4.0% | 13Q | SEC ↗ |
| 23 | JONES FINANCIAL COMPANIES LLLP | 235,148 | $5M | +16,524 | +7.6% | 9Q | SEC ↗ |
| 24 | MML INVESTORS SERVICES, LLC | 230,713 | $5M | +52,540 | +29.5% | 8Q | SEC ↗ |
| 25 | JANE STREET GROUP, LLC | 214,541 | $5M | +184,136 | +605.6% | 3Q | SEC ↗ |
| 26 | HOWARD WEALTH MANAGEMENT, LLC | 208,429 | $4M | +23,710 | +12.8% | 8Q | SEC ↗ |
| 27 | BANK OF AMERICA CORP /DE | 205,059 | $4M | +28,503 | +16.1% | 15Q | SEC ↗ |
| 28 | ROYAL BANK OF CANADA | 200,397 | $4M | -50,244 | -20.0% | 20Q | SEC ↗ |
| 29 | Intrua Financial, LLC | 184,340 | $4M | +128,730 | +231.5% | 2Q | SEC ↗ |
| 30 | Kinetic Wealth Investment Advisors LLC NEW | 182,767 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Tower Research Capital LLC (TRC) | 178,219 | $4M | +86,480 | +94.3% | 4Q | SEC ↗ |
| 32 | Pacific Wealth Strategies Group, Inc. | 157,603 | $3M | +38,726 | +32.6% | 8Q | SEC ↗ |
| 33 | Prospera Financial Services Inc | 152,568 | $3M | +463 | +0.3% | 10Q | SEC ↗ |
| 34 | Oder Investment Management, LLC | 135,898 | $3M | +19,822 | +17.1% | 7Q | SEC ↗ |
| 35 | Equitable Holdings, Inc. | 121,236 | $3M | -67,524 | -35.8% | 12Q | SEC ↗ |
| 36 | LBMC INVESTMENT ADVISORS, LLC | 111,946 | $2M | +39 | +0.0% | 2Q | SEC ↗ |
| 37 | Strait & Sound Wealth Management LLC | 109,848 | $2M | +16,291 | +17.4% | 7Q | SEC ↗ |
| 38 | Turning Point Benefit Group, Inc. | 108,839 | $2M | +43,301 | +66.1% | 6Q | SEC ↗ |
| 39 | Ironwood Financial, llc | 103,581 | $2M | -2,074 | -2.0% | 15Q | SEC ↗ |
| 40 | STIFEL FINANCIAL CORP | 103,215 | $2M | +2,501 | +2.5% | 11Q | SEC ↗ |
| 41 | Invesco Ltd. | 93,835 | $2M | -9,796 | -9.5% | 8Q | SEC ↗ |
| 42 | S.E.E.D. Planning Group LLC | 93,606 | $2M | +16,078 | +20.7% | 7Q | SEC ↗ |
| 43 | Glass Jacobson Investment Advisors llc | 85,992 | $2M | +24,015 | +38.7% | 7Q | SEC ↗ |
| 44 | Hennion & Walsh Asset Management, Inc. | 85,549 | $2M | -4,730 | -5.2% | 9Q | SEC ↗ |
| 45 | NewEdge Advisors, LLC | 74,831 | $2M | +2,372 | +3.3% | 15Q | SEC ↗ |
| 46 | Compound Planning, Inc. | 74,175 | $2M | +244 | +0.3% | 9Q | SEC ↗ |
| 47 | Cambridge Investment Research Advisors | 73,978 | $2M | -15,087 | -16.9% | 11Q | SEC ↗ |
| 48 | Independent Wealth Advisors LLC | 71,279 | $2M | +3,188 | +4.7% | 3Q | SEC ↗ |
| 49 | FCA CORP /TX | 69,274 | $1M | +11,822 | +20.6% | 12Q | SEC ↗ |
| 50 | ASHTON THOMAS SECURITIES, LLC | 69,200 | $1M | +90 | +0.1% | 7Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Kinetic Wealth Investment Advisors | 182,767 | $4M |
| Farnam Financial LLC | 34,724 | $745K |
| J.W. COLE ADVISORS, INC. | 16,247 | $349K |
| Dynamic Advisor Solutions LLC | 11,649 | $250K |
| Savvy Advisors, Inc. | 9,720 | $209K |
| Denver PWM, LLC | 9,450 | $203K |
| Janney Montgomery Scott LLC | 9,357 | $201K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 1,815 | $39K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| KICKSTAND VENTURES, LLC. | 147,273 | $3M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 90,092 | $2M |
| Independent Advisor Alliance | 86,478 | $2M |
| Atria Investments, Inc | 67,741 | $1M |
| Focus Partners Wealth | 59,712 | $1M |
| Mariner, LLC | 59,670 | $1M |
| Quadrature Capital Ltd | 14,135 | $303K |
| BCS Wealth Management | 12,916 | $277K |
| Evanson Asset Management, LLC | 12,452 | $267K |
| Orion Porfolio Solutions, LLC | 9,534 | $205K |
| WFA of San Diego, LLC | 2,294 | $49K |
| BANK OF MONTREAL /CAN | 2,251 | $48K |
| Intentional Wealth Strategies, LLC | 1,868 | $40K |
| Lodestone Wealth Management LLC | 584 | $13K |
| Wellington Grp LLC | 519 | $11K |
| Arax Advisory Partners | 476 | $10K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 427 | $9K |
| Western Wealth Management, LLC | 400 | $9K |
| Cornerstone Planning Group LLC | 98 | $2K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | -152,651 | -79.1% | 40,243 |
| UBS Group AG | -136,117 | -23.1% | 454,105 |
| RAYMOND JAMES FINANCIAL INC | -127,467 | -7.9% | 1,483,280 |
| Equitable Holdings, Inc. | -67,524 | -35.8% | 121,236 |
| ROYAL BANK OF CANADA | -50,244 | -20.0% | 200,397 |
| Steward Partners Investment Advisor | -49,210 | -53.9% | 42,098 |
| IMA Advisory Services, Inc. | -30,144 | -99.9% | 30 |
| CITADEL ADVISORS LLC | -19,222 | -28.2% | 48,992 |
| GPM Growth Investors, Inc. | -15,627 | -6.1% | 239,447 |
| Cambridge Investment Research Advis | -15,087 | -16.9% | 73,978 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -10,351 | -41.2% | 14,775 |
| Invesco Ltd. | -9,796 | -9.5% | 93,835 |
| Carnegie Investment Counsel | -9,180 | -29.7% | 21,695 |
| Net Worth Advisory Group | -8,861 | -31.4% | 19,351 |
| Ark Wealth Advisors LLC | -8,494 | -11.0% | 68,975 |
| Hennion & Walsh Asset Management, I | -4,730 | -5.2% | 85,549 |
| Kovack Advisors, Inc. | -4,275 | -11.1% | 34,112 |
| Brookstone Capital Management | -3,909 | -9.8% | 36,026 |
| Asset Dedication, LLC | -2,280 | -18.1% | 10,318 |
| Cambridge Financial Group, LLC | -2,280 | -18.1% | 10,318 |