BSJT Institutional Ownership
Invesco BulletShares 2029 High Yield Corporate Bond ETF
1W: -0.4%
1M: -2.1%
3M: -1.9%
YTD: -3.0%
1Y: -3.3%
3Y: +20.7%
5Y: +7.0%
$20.66
+0.01 (+0.04%)
Weekly Expected Move ±0.5%
$20
$21
$21
$21
$21
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BSJT
124
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
328M
Total Invested
17
New Positions
65
Increased
29
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (131 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3,190,068 | $66M | +311,923 | +10.8% | 12Q | SEC ↗ |
| 2 | Legacy Financial Group LLC | 916,872 | $19M | +76,102 | +9.1% | 9Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 854,287 | $18M | +54,637 | +6.8% | 19Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 733,237 | $15M | +152,582 | +26.3% | 9Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 530,950 | $11M | +344,271 | +184.4% | 7Q | SEC ↗ |
| 6 | UBS Group AG | 493,312 | $10M | +9,655 | +2.0% | 13Q | SEC ↗ |
| 7 | Equitable Holdings, Inc. | 477,171 | $10M | -125,128 | -20.8% | 11Q | SEC ↗ |
| 8 | MORGAN STANLEY | 476,655 | $10M | +61,536 | +14.8% | 16Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 429,143 | $9M | +69,467 | +19.3% | 18Q | SEC ↗ |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | 425,062 | $9M | +21,482 | +5.3% | 10Q | SEC ↗ |
| 11 | Leo Wealth, LLC | 418,693 | $9M | -2,755 | -0.7% | 2Q | SEC ↗ |
| 12 | Modern Wealth Management, LLC | 413,738 | $9M | +4,842 | +1.2% | 5Q | SEC ↗ |
| 13 | Avior Wealth Management, LLC NEW | 399,608 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 14 | SFE Investment Counsel | 378,154 | $8M | +12,030 | +3.3% | 11Q | SEC ↗ |
| 15 | Stablepoint Partners, LLC | 340,722 | $7M | +21,532 | +6.7% | 2Q | SEC ↗ |
| 16 | BANTA ASSET MANAGEMENT LP | 322,870 | $7M | +4,250 | +1.3% | 3Q | SEC ↗ |
| 17 | IHT Wealth Management, LLC | 273,721 | $6M | -117,508 | -30.0% | 3Q | SEC ↗ |
| 18 | CAPTRUST FINANCIAL ADVISORS | 261,376 | $5M | -86,915 | -25.0% | 4Q | SEC ↗ |
| 19 | Advisory Alpha, LLC | 229,603 | $5M | +11,944 | +5.5% | 7Q | SEC ↗ |
| 20 | JONES FINANCIAL COMPANIES LLLP | 221,527 | $5M | +25,976 | +13.3% | 6Q | SEC ↗ |
| 21 | HOWARD WEALTH MANAGEMENT, LLC | 207,945 | $4M | +22,888 | +12.4% | 8Q | SEC ↗ |
| 22 | ROYAL BANK OF CANADA | 176,754 | $4M | +7,175 | +4.2% | 10Q | SEC ↗ |
| 23 | Oder Investment Management, LLC | 172,234 | $4M | +26,858 | +18.5% | 3Q | SEC ↗ |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 160,565 | $3M | +45,673 | +39.8% | 8Q | SEC ↗ |
| 25 | Pacific Wealth Strategies Group, Inc. | 156,249 | $3M | +79,962 | +104.8% | 5Q | SEC ↗ |
| 26 | Kinetic Wealth Investment Advisors LLC NEW | 153,011 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 27 | F/m Investments LLC NEW | 146,475 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Prospera Financial Services Inc | 140,130 | $3M | +990 | +0.7% | 7Q | SEC ↗ |
| 29 | AMERIPRISE FINANCIAL INC | 128,185 | $3M | +26,220 | +25.7% | 7Q | SEC ↗ |
| 30 | BANK OF AMERICA CORP /DE | 120,133 | $2M | +5,599 | +4.9% | 15Q | SEC ↗ |
| 31 | LBMC INVESTMENT ADVISORS, LLC | 115,583 | $2M | +86 | +0.1% | 2Q | SEC ↗ |
| 32 | Turning Point Benefit Group, Inc. | 112,136 | $2M | +44,430 | +65.6% | 6Q | SEC ↗ |
| 33 | Tower Research Capital LLC (TRC) | 99,217 | $2M | +64,830 | +188.5% | 2Q | SEC ↗ |
| 34 | S.E.E.D. Planning Group LLC | 93,701 | $2M | +16,931 | +22.1% | 2Q | SEC ↗ |
| 35 | MONECO ADVISORS, LLC | 93,213 | $2M | -1,711 | -1.8% | 12Q | SEC ↗ |
| 36 | INSIGNEO ADVISORY SERVICES, LLC NEW | 91,705 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 37 | PRIVATE CLIENT SERVICES, LLC | 77,171 | $2M | -42,476 | -35.5% | 5Q | SEC ↗ |
| 38 | NewEdge Advisors, LLC | 75,177 | $2M | +2,425 | +3.3% | 13Q | SEC ↗ |
| 39 | HARBOUR INVESTMENTS, INC. | 71,895 | $1M | +911 | +1.3% | 8Q | SEC ↗ |
| 40 | ASHTON THOMAS SECURITIES, LLC | 69,705 | $1M | +118 | +0.2% | 3Q | SEC ↗ |
| 41 | ENVESTNET ASSET MANAGEMENT INC | 68,165 | $1M | -3,489 | -4.9% | 10Q | SEC ↗ |
| 42 | SEAVIEW INVESTMENT MANAGERS LLC | 67,629 | $1M | +18,830 | +38.6% | 4Q | SEC ↗ |
| 43 | HUB Investment Partners, LLC | 62,312 | $1M | +2,381 | +4.0% | 14Q | SEC ↗ |
| 44 | Sound Stewardship, LLC | 61,115 | $1M | +7,027 | +13.0% | 3Q | SEC ↗ |
| 45 | OLD MISSION CAPITAL LLC NEW | 54,139 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Compound Planning, Inc. | 52,624 | $1M | +178 | +0.3% | 9Q | SEC ↗ |
| 47 | Altrius Capital Management Inc | 50,434 | $1M | +21,825 | +76.3% | 3Q | SEC ↗ |
| 48 | Hennion & Walsh Asset Management, Inc. | 48,387 | $1000K | +1,724 | +3.7% | 5Q | SEC ↗ |
| 49 | Astoria Portfolio Advisors LLC. | 44,664 | $923K | -228 | -0.5% | 7Q | SEC ↗ |
| 50 | Verity Asset Management, Inc. NEW | 43,917 | $908K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| Avior Wealth Management, LLC | 399,608 | $8M |
| Kinetic Wealth Investment Advisors | 153,011 | $3M |
| F/m Investments LLC | 146,475 | $3M |
| INSIGNEO ADVISORY SERVICES, LLC | 91,705 | $2M |
| OLD MISSION CAPITAL LLC | 54,139 | $1M |
| Verity Asset Management, Inc. | 43,917 | $908K |
| VectorGlobal IAG, Inc. | 36,099 | $746K |
| Tudor Financial Inc. | 29,468 | $609K |
| Kestra Advisory Services, LLC | 25,106 | $519K |
| Farnam Financial LLC | 22,724 | $470K |
| Wealthspire Retirement, LLC | 11,968 | $247K |
| SHUFRO ROSE & CO LLC | 11,500 | $238K |
| J.W. COLE ADVISORS, INC. | 11,081 | $229K |
| Janney Montgomery Scott LLC | 11,003 | $227K |
| MGO ONE SEVEN LLC | 11,001 | $227K |
| &PARTNERS | 9,593 | $198K |
| IFP Advisors, Inc | 4,058 | $84K |
| Claris Financial LLC | 3,106 | $64K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 1,149 | $24K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 80,926 | $2M |
| Carrera Capital Advisors | 19,652 | $406K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 13,385 | $277K |
| GPM Growth Investors, Inc. | 10,683 | $221K |
| Lodestone Wealth Management LLC | 602 | $12K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 501 | $10K |
| Western Wealth Management, LLC | 460 | $10K |