INVESCO BULLETSHARE 2028 HYC (BSJS) Institutional Shareholders
INVESCO BULLETSHARE 2028 HYC (BSJS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $440.49M in BSJS holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of BSJS tracked by InsiderSet, reporting ownership valued at approximately $56.16M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $56.07M, representing an estimated loss of -0.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed BSJS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Raymond James Financial Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARE 2028 HYC (BSJS).
This page ranks the largest institutional BSJS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
138
Total Reported Value
$440.49M
Largest Holder
Lpl Financial Llc
Largest Position
$56.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 2,582,802 | $56,163,020 | $56,072,890 | -$90,130 | -0.16% | |
| Raymond James Financial Inc | 0.01% | 1,483,280 | $32,253,928 | $32,202,157 | -$51,771 | -0.16% | |
| Morgan Stanley | 0.00% | 1,250,796 | $27,198,575 | $27,154,906 | -$43,669 | -0.16% | |
| Wells Fargo & Company/Mn | 0.00% | 1,239,662 | $26,956,448 | $26,913,186 | -$43,262 | -0.16% | |
| Cetera Investment Advisers | 0.02% | 873,931 | $19,003,616 | $18,973,129 | -$30,487 | -0.16% | |
| Osaic Holdings, Inc. | 0.02% | 726,891 | $15,808,839 | $15,780,876 | -$27,963 | -0.18% | |
| Mercer Global Advisors Inc | 0.02% | 629,699 | $13,692,801 | $13,670,828 | -$21,973 | -0.16% | |
| Mirador Capital Partners Lp | 1.49% | 560,921 | $12,197,227 | $12,177,651 | -$19,576 | -0.16% | |
| Captrust Financial Advisors | 0.02% | 550,103 | $11,961,990 | $11,942,791 | -$19,199 | -0.16% | |
| Ashton Thomas Private Wealth, Llc | 0.25% | 543,796 | $11,824,844 | $11,805,866 | -$18,978 | -0.16% | |
| Hub Investment Partners, Llc | 0.21% | 514,180 | $11,180,853 | $11,162,899 | -$17,954 | -0.16% | |
| Parkway Wealth Management Group, Llc | 1.17% | 467,842 | $10,173,230 | $10,156,897 | -$16,333 | -0.16% | |
| Ubs Group Ag | 0.00% | 454,105 | $9,874,513 | $9,858,665 | -$15,848 | -0.16% | |
| Sfe Investment Counsel | 1.17% | 390,757 | $8,497,011 | $8,483,374 | -$13,637 | -0.16% | |
| Leo Wealth, Llc | 0.60% | 383,914 | $8,323,527 | $8,334,811 | +$11,284 | +0.14% | |
| Banta Asset Management Lp | 6.47% | 333,370 | $7,249,131 | $7,237,496 | -$11,635 | -0.16% | |
| Advisory Alpha, Llc | 0.17% | 327,100 | $7,112,793 | $7,101,374 | -$11,419 | -0.16% | |
| Verity Asset Management, Inc. | 2.58% | 313,387 | $6,814,579 | $6,803,663 | -$10,916 | -0.16% | |
| Commonwealth Equity Services, Llc | 0.01% | 304,273 | $6,616,420 | $6,605,797 | -$10,623 | -0.16% | |
| Ameriprise Financial Inc | 0.00% | 304,230 | $6,613,418 | $6,604,864 | -$8,554 | -0.13% | |
| Gpm Growth Investors, Inc. | 2.17% | 239,447 | $5,206,776 | $5,198,418 | -$8,358 | -0.16% | |
| Envestnet Asset Management Inc | 0.00% | 235,729 | $5,125,917 | $5,117,700 | -$8,217 | -0.16% | |
| Jones Financial Companies Lllp | 0.00% | 235,148 | $5,115,636 | $5,105,087 | -$10,549 | -0.21% | |
| Mml Investors Services, Llc | 0.01% | 230,713 | $5,016,855 | $5,008,802 | -$8,053 | -0.16% | |
| Jane Street Group, Llc | 0.00% | 214,541 | $4,665,194 | $4,657,707 | -$7,487 | -0.16% | |
| Howard Wealth Management, Llc | 1.68% | 208,429 | $4,532,289 | $4,525,014 | -$7,275 | -0.16% | |
| Bank Of America Corp | 0.00% | 205,059 | $4,458,999 | $4,451,851 | -$7,148 | -0.16% | |
| Royal Bank Of Canada | 0.00% | 200,397 | $4,358,000 | $4,350,639 | -$7,361 | -0.17% | |
| Intrua Financial, Llc | 0.38% | 184,340 | $4,008,463 | $4,002,040 | -$6,423 | -0.16% | |
| Tower Research Capital Llc (Trc) | 0.09% | 178,219 | $3,875,372 | $3,869,152 | -$6,220 | -0.16% | |
| Pacific Wealth Strategies Group, Inc. | 1.97% | 157,603 | $3,427,078 | $3,421,577 | -$5,501 | -0.16% | |
| Prospera Financial Services Inc | 0.05% | 152,568 | $3,317,815 | $3,312,267 | -$5,548 | -0.17% | |
| Oder Investment Management, Llc | 1.99% | 135,898 | $2,955,118 | $2,950,359 | -$4,759 | -0.16% | |
| Equitable Holdings, Inc. | 0.02% | 121,236 | $2,636,278 | $2,632,046 | -$4,232 | -0.16% | |
| Lbmc Investment Advisors, Llc | 0.13% | 111,946 | $2,434,257 | $2,430,359 | -$3,898 | -0.16% | |
| Strait & Sound Wealth Management Llc | 0.84% | 109,848 | $2,388,645 | $2,384,811 | -$3,834 | -0.16% | |
| Turning Point Benefit Group, Inc. | 1.02% | 108,839 | $2,367,064 | $2,362,906 | -$4,158 | -0.18% | |
| Ironwood Financial, Llc | 0.35% | 103,581 | $2,253,665 | $2,248,754 | -$4,911 | -0.22% | |
| Stifel Financial Corp | 0.00% | 103,215 | $2,244,420 | $2,240,808 | -$3,612 | -0.16% | |
| Invesco Ltd. | 0.00% | 93,835 | $2,040,442 | $2,037,167 | -$3,275 | -0.16% | |
| S.E.E.D. Planning Group Llc | 0.54% | 93,606 | $2,035,464 | $2,032,196 | -$3,268 | -0.16% | |
| Glass Jacobson Investment Advisors Llc | 0.58% | 85,992 | $1,869,900 | $1,866,895 | -$3,005 | -0.16% | |
| Hennion & Walsh Asset Management, Inc. | 0.05% | 85,549 | $1,860,263 | $1,857,277 | -$2,986 | -0.16% | |
| Newedge Advisors, Llc | 0.00% | 74,831 | $1,627,214 | $1,624,588 | -$2,626 | -0.16% | |
| Compound Planning, Inc. | 0.04% | 74,175 | $1,612,936 | $1,610,347 | -$2,589 | -0.16% | |
| Independent Wealth Advisors Llc | 1.40% | 71,279 | $1,549,959 | $1,547,474 | -$2,485 | -0.16% | |
| Fca Corp | 0.37% | 69,274 | $1,506,366 | $1,503,945 | -$2,421 | -0.16% | |
| Ashton Thomas Securities, Llc | 0.22% | 69,200 | $1,504,756 | $1,502,339 | -$2,417 | -0.16% | |
| Ark Wealth Advisors Llc | 1.33% | 68,975 | $1,499,861 | $1,497,454 | -$2,407 | -0.16% | |
| Sound Stewardship, Llc | 0.59% | 65,395 | $1,422,005 | $1,419,732 | -$2,273 | -0.16% |
Frequently asked questions about BSJS
Who owns the most BSJS stock?
The largest holders of BSJS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO BULLETSHARE 2028 HYC (BSJS).
Is BSJS widely held by superinvestors?
Many widely followed stocks like BSJS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSJS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.