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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Arete Wealth Advisors, LlcBuy+13,013—13,013$303.72KQ4 2025Aug 11, 2026
Independent Financial Group, LlcBuy+13,317+89.7%28,170$657.49KQ4 2025May 15, 2026
Purpose Unlimited Inc.Buy+400—400$9.33KQ4 2025Mar 20, 2026
Cornerstone Planning, LlcBuy+436,296—436,296$10.19MQ4 2025Mar 17, 2026
Anchor Investment Management, LlcBuy+400—400$9.34KQ4 2025Feb 26, 2026
Compound Planning, Inc.Buy+12,189—12,189$284.49KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+1,116,321—1,116,321$26.05MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+435,713—435,713$10.17MQ4 2025Feb 18, 2026
Ark Wealth Advisors LlcBuy+277,039—277,039$6.47MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+76,888—76,888$1.79MQ4 2025Feb 18, 2026
Wealthspire Retirement, LlcBuy+47,031—47,031$1.10MQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+20,923—20,923$488.34KQ4 2025Feb 18, 2026
Cetera Investment AdvisersBuy+1,198,512—1,198,512$27.97MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+669,888—669,888$15.64MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+447,508—447,508$10.44MQ4 2025Feb 17, 2026
United Capital Financial Advisors, LlcBuy+408,944—408,944$9.54MQ4 2025Feb 17, 2026
Iht Wealth Management, LlcBuy+344,061—344,061$8.03MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+279,064—279,064$6.51MQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+192,645—192,645$4.50MQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+150,472—150,472$3.51MQ4 2025Feb 17, 2026
Hub Investment Partners, LlcBuy+125,392—125,392$2.93MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+94,009—94,009$2.19MQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+80,947—80,947$1.89MQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+55,940—55,940$1.31MQ4 2025Feb 17, 2026
Tower Research Capital Llc (Trc)Buy+44,716—44,716$1.04MQ4 2025Feb 17, 2026
Equitable Holdings, Inc.Buy+24,292—24,292$566.98KQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+19,862—19,862$463.58KQ4 2025Feb 17, 2026
Vestgen Advisors, LlcBuy+18,723—18,723$436.99KQ4 2025Feb 17, 2026
Modern Wealth Management, LlcBuy+15,503—15,503$361.83KQ4 2025Feb 17, 2026
Insight Wealth Partners, LlcBuy+12,786—12,786$298.43KQ4 2025Feb 17, 2026
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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.