INVESCO BULLETSHARES 2026 HI (BSJQ) Institutional Ownership Changes & 13F Activity
INVESCO BULLETSHARES 2026 HI (BSJQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cetera Investment Advisers, Raymond James Financial Inc, Osaic Holdings, Inc., Bank Of America Corp, and Cornerstone Planning, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Arete Wealth Advisors, Llc | Buy | +13,013 | — | 13,013 | $303.72K | Q4 2025 | Aug 11, 2026 |
| Independent Financial Group, Llc | Buy | +13,317 | +89.7% | 28,170 | $657.49K | Q4 2025 | May 15, 2026 |
| Purpose Unlimited Inc. | Buy | +400 | — | 400 | $9.33K | Q4 2025 | Mar 20, 2026 |
| Cornerstone Planning, Llc | Buy | +436,296 | — | 436,296 | $10.19M | Q4 2025 | Mar 17, 2026 |
| Anchor Investment Management, Llc | Buy | +400 | — | 400 | $9.34K | Q4 2025 | Feb 26, 2026 |
| Compound Planning, Inc. | Buy | +12,189 | — | 12,189 | $284.49K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +1,116,321 | — | 1,116,321 | $26.05M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +435,713 | — | 435,713 | $10.17M | Q4 2025 | Feb 18, 2026 |
| Ark Wealth Advisors Llc | Buy | +277,039 | — | 277,039 | $6.47M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +76,888 | — | 76,888 | $1.79M | Q4 2025 | Feb 18, 2026 |
| Wealthspire Retirement, Llc | Buy | +47,031 | — | 47,031 | $1.10M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +20,923 | — | 20,923 | $488.34K | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | Buy | +1,198,512 | — | 1,198,512 | $27.97M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +669,888 | — | 669,888 | $15.64M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +447,508 | — | 447,508 | $10.44M | Q4 2025 | Feb 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +408,944 | — | 408,944 | $9.54M | Q4 2025 | Feb 17, 2026 |
| Iht Wealth Management, Llc | Buy | +344,061 | — | 344,061 | $8.03M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +279,064 | — | 279,064 | $6.51M | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +192,645 | — | 192,645 | $4.50M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +150,472 | — | 150,472 | $3.51M | Q4 2025 | Feb 17, 2026 |
| Hub Investment Partners, Llc | Buy | +125,392 | — | 125,392 | $2.93M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +94,009 | — | 94,009 | $2.19M | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +80,947 | — | 80,947 | $1.89M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +55,940 | — | 55,940 | $1.31M | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +44,716 | — | 44,716 | $1.04M | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | Buy | +24,292 | — | 24,292 | $566.98K | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +19,862 | — | 19,862 | $463.58K | Q4 2025 | Feb 17, 2026 |
| Vestgen Advisors, Llc | Buy | +18,723 | — | 18,723 | $436.99K | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, Llc | Buy | +15,503 | — | 15,503 | $361.83K | Q4 2025 | Feb 17, 2026 |
| Insight Wealth Partners, Llc | Buy | +12,786 | — | 12,786 | $298.43K | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about BSJQ activity
Which institutional owners are buying BSJQ?
Institutional owners buying BSJQ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BSJQ activity?
"Buy" means an investor increased their reported position in BSJQ compared to the prior reporting period. This reflects growing exposure to INVESCO BULLETSHARES 2026 HI (BSJQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BSJQ increasing?
Institutional interest in BSJQ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.