BSJU Institutional Ownership
Invesco BulletShares 2030 High Yield Corporate Bond ETF
1W: -0.6%
1M: -2.6%
3M: -3.0%
YTD: -3.4%
1Y: -3.5%
3Y: +21.2%
$24.95
+0.02 (+0.06%)
Weekly Expected Move ±0.6%
$25
$25
$25
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BSJU
80
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
177M
Total Invested
6
New Positions
45
Increased
16
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (90 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,037,638 | 26M | +413,363 | +66.2% | 11Q | SEC ↗ |
| 2 | Legacy Financial Group LLC | 645,037 | 16M | +84,154 | +15.0% | 6Q | SEC ↗ |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | 395,164 | 10M | +16,747 | +4.4% | 5Q | SEC ↗ |
| 4 | Trinity Legacy Partners, LLC | 387,313 | 10M | +25,050 | +6.9% | 8Q | SEC ↗ |
| 5 | Equitable Holdings, Inc. | 377,986 | 9M | +43,326 | +12.9% | 10Q | SEC ↗ |
| 6 | SFE Investment Counsel | 274,568 | 7M | +24,079 | +9.6% | 10Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 255,425 | 6M | +106,062 | +71.0% | 15Q | SEC ↗ |
| 8 | GPM Growth Investors, Inc. | 251,932 | 6M | +33,944 | +15.6% | 3Q | SEC ↗ |
| 9 | Steward Partners Investment Advisory, | 225,239 | 6M | +52,051 | +30.1% | 8Q | SEC ↗ |
| 10 | MORGAN STANLEY | 222,549 | 6M | +20,943 | +10.4% | 10Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 217,271 | 5M | +43,963 | +25.4% | 3Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 165,411 | 4M | +32,799 | +24.7% | 7Q | SEC ↗ |
| 13 | HOWARD WEALTH MANAGEMENT, LLC | 160,988 | 4M | +17,090 | +11.9% | 4Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 156,880 | 4M | +16,897 | +12.1% | 7Q | SEC ↗ |
| 15 | JONES FINANCIAL COMPANIES LLLP | 154,350 | 4M | +40,773 | +35.9% | 6Q | SEC ↗ |
| 16 | RPg Family Wealth Advisory, LLC | 149,328 | 4M | -151,690 | -50.4% | 11Q | SEC ↗ |
| 17 | Advisory Alpha, LLC | 148,157 | 4M | +1,586 | +1.1% | 3Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 139,278 | 3M | +28,922 | +26.2% | 14Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 127,338 | 3M | +433 | +0.3% | 13Q | SEC ↗ |
| 20 | Kinetic Wealth Investment Advisors LLC NEW | 120,413 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Turning Point Benefit Group, Inc. | 93,853 | 2M | +36,512 | +63.7% | 3Q | SEC ↗ |
| 22 | LBMC INVESTMENT ADVISORS, LLC | 91,126 | 2M | +37 | +0.0% | 2Q | SEC ↗ |
| 23 | Milestones Private Investment Advisors | 91,115 | 2M | -750 | -0.8% | 5Q | SEC ↗ |
| 24 | HARBOUR INVESTMENTS, INC. | 78,538 | 2M | +485 | +0.6% | 6Q | SEC ↗ |
| 25 | BANK OF AMERICA CORP /DE | 70,474 | 2M | +12,404 | +21.4% | 11Q | SEC ↗ |
| 26 | Prospera Financial Services Inc | 67,984 | 2M | +1,232 | +1.8% | 3Q | SEC ↗ |
| 27 | NewEdge Advisors, LLC | 60,156 | 2M | +2,259 | +3.9% | 10Q | SEC ↗ |
| 28 | Altrius Capital Management Inc | 60,133 | 2M | +407 | +0.7% | 4Q | SEC ↗ |
| 29 | ROYAL BANK OF CANADA | 30,907 | 771K | +8,453 | +37.6% | 10Q | SEC ↗ |
| 30 | Brookstone Capital Management | 30,451 | 760K | -200 | -0.7% | 3Q | SEC ↗ |
| 31 | Tudor Financial Inc. NEW | 26,723 | 667K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Private Advisory Group LLC | 26,647 | 665K | +3,446 | +14.9% | 2Q | SEC ↗ |
| 33 | Axim Planning & Wealth | 26,541 | 662K | -573 | -2.1% | 3Q | SEC ↗ |
| 34 | INDEPENDENT FINANCIAL GROUP, LLC | 26,307 | 656K | +5,019 | +23.6% | 4Q | SEC ↗ |
| 35 | Cambridge Investment Research Advisors | 25,906 | 646K | -649 | -2.4% | 10Q | SEC ↗ |
| 36 | UBS Group AG | 25,645 | 640K | +272 | +1.1% | 14Q | SEC ↗ |
| 37 | Keel Point, LLC | 25,352 | 632K | — | +0.0% | 6Q | SEC ↗ |
| 38 | Empirical Financial Services, LLC d.b. | 25,166 | 628K | -1,130 | -4.3% | 7Q | SEC ↗ |
| 39 | Ark Wealth Advisors LLC | 23,497 | 586K | -794 | -3.3% | 3Q | SEC ↗ |
| 40 | MGO ONE SEVEN LLC | 23,308 | 581K | +1 | +0.0% | 5Q | SEC ↗ |
| 41 | ENVESTNET ASSET MANAGEMENT INC | 22,546 | 562K | +530 | +2.4% | 6Q | SEC ↗ |
| 42 | Leo Wealth, LLC | 21,043 | 525K | +1,481 | +7.6% | 2Q | SEC ↗ |
| 43 | VestGen Advisors, LLC | 19,806 | 494K | +2,118 | +12.0% | 6Q | SEC ↗ |
| 44 | HUB Investment Partners, LLC | 19,555 | 488K | +625 | +3.3% | 14Q | SEC ↗ |
| 45 | Simplicity Wealth,LLC | 18,001 | 449K | +7,753 | +75.7% | 2Q | SEC ↗ |
| 46 | Segment Wealth Management, LLC | 17,730 | 442K | — | +0.0% | 7Q | SEC ↗ |
| 47 | 4Thought Financial Group Inc. | 17,011 | 424K | +794 | +4.9% | 15Q | SEC ↗ |
| 48 | Capital Analysts, LLC | 15,479 | 386K | — | +0.0% | 11Q | SEC ↗ |
| 49 | Alaska Wealth Advisors, LLC | 15,072 | 376K | +259 | +1.7% | 4Q | SEC ↗ |
| 50 | AlphaStar Capital Management, LLC | 15,003 | 374K | +75 | +0.5% | 3Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Kinetic Wealth Investment Advisors | 120,413 | 3M |
| Tudor Financial Inc. | 26,723 | 667K |
| Tassel Capital Management, Inc. | 12,704 | 317K |
| Savvy Advisors, Inc. | 8,607 | 215K |
| Integrated Wealth Concepts LLC | 5,251 | 131K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 753 | 19K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CacheTech Inc. | 89,121 | 2M |
| JANE STREET GROUP, LLC | 67,392 | 2M |
| Independent Advisor Alliance | 53,694 | 1M |
| MONECO ADVISORS, LLC | 15,775 | 394K |
| Ascentis Independent Advisors | 15,648 | 390K |
| OLD MISSION CAPITAL LLC | 13,537 | 338K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 11,899 | 297K |
| BridgePort Financial Solutions, LLC | 8,118 | 203K |
| Carnegie Investment Counsel | 7,690 | 192K |
| Advisory Services Network, LLC | 2,104 | 52K |
| BANK OF MONTREAL /CAN | 1,911 | 48K |
| Kestra Advisory Services, LLC | 1,394 | 35K |
| FMR LLC | 15 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +413,363 | +66.2% | 1,037,638 |
| OSAIC HOLDINGS, INC. | +106,062 | +71.0% | 255,425 |
| Legacy Financial Group LLC | +84,154 | +15.0% | 645,037 |
| Steward Partners Investment Advisor | +52,051 | +30.1% | 225,239 |
| Cetera Investment Advisers | +43,963 | +25.4% | 217,271 |
| Equitable Holdings, Inc. | +43,326 | +12.9% | 377,986 |
| JONES FINANCIAL COMPANIES LLLP | +40,773 | +35.9% | 154,350 |
| Turning Point Benefit Group, Inc. | +36,512 | +63.7% | 93,853 |
| GPM Growth Investors, Inc. | +33,944 | +15.6% | 251,932 |
| AMERIPRISE FINANCIAL INC | +32,799 | +24.7% | 165,411 |
| WELLS FARGO & COMPANY/MN | +28,922 | +26.2% | 139,278 |
| Trinity Legacy Partners, LLC | +25,050 | +6.9% | 387,313 |
| SFE Investment Counsel | +24,079 | +9.6% | 274,568 |
| MORGAN STANLEY | +20,943 | +10.4% | 222,549 |
| HOWARD WEALTH MANAGEMENT, LLC | +17,090 | +11.9% | 160,988 |
| RAYMOND JAMES FINANCIAL INC | +16,897 | +12.1% | 156,880 |
| MERCER GLOBAL ADVISORS INC /ADV | +16,747 | +4.4% | 395,164 |
| BANK OF AMERICA CORP /DE | +12,404 | +21.4% | 70,474 |
| ROYAL BANK OF CANADA | +8,453 | +37.6% | 30,907 |
| Simplicity Wealth,LLC | +7,753 | +75.7% | 18,001 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RPg Family Wealth Advisory, LLC | -151,690 | -50.4% | 149,328 |
| Net Worth Advisory Group | -4,355 | -32.2% | 9,179 |
| Asset Dedication, LLC | -2,322 | -57.4% | 1,724 |
| Empirical Financial Services, LLC d | -1,130 | -4.3% | 25,166 |
| Ark Wealth Advisors LLC | -794 | -3.3% | 23,497 |
| Milestones Private Investment Advis | -750 | -0.8% | 91,115 |
| Cambridge Investment Research Advis | -649 | -2.4% | 25,906 |
| Axim Planning & Wealth | -573 | -2.1% | 26,541 |
| Brookstone Capital Management | -200 | -0.7% | 30,451 |
| Clearstead Advisors, LLC | -49 | -0.3% | 14,325 |