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 $425.41M 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 $50.76M in its March 31, 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 $50.86M, representing an estimated gain of +0.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% 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
141
Total Reported Value
$425.41M
Largest Holder
Lpl Financial Llc
Largest Position
$50.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
129
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% | 2,340,587 | $50,755,620 | $50,860,956 | +$105,336 | +0.21% | |
| Raymond James Financial Inc | 0.01% | 1,610,747 | $34,929,050 | $35,001,532 | +$72,482 | +0.21% | |
| Morgan Stanley | 0.00% | 1,202,092 | $26,067,371 | $26,121,459 | +$54,088 | +0.21% | |
| Wells Fargo & Company/Mn | 0.01% | 1,182,087 | $25,633,567 | $25,686,751 | +$53,184 | +0.21% | |
| Cetera Investment Advisers | 0.02% | 755,566 | $16,384,443 | $16,418,449 | +$34,006 | +0.21% | |
| Osaic Holdings, Inc. | 0.02% | 593,186 | $12,864,442 | $12,889,932 | +$25,490 | +0.20% | |
| Ubs Group Ag | 0.00% | 590,222 | $12,798,964 | $12,825,524 | +$26,560 | +0.21% | |
| Mercer Global Advisors Inc | 0.02% | 572,726 | $12,419,556 | $12,445,336 | +$25,780 | +0.21% | |
| Mirador Capital Partners Lp | 1.49% | 560,921 | $12,197,227 | $12,188,813 | -$8,414 | -0.07% | |
| Ashton Thomas Private Wealth, Llc | 0.25% | 543,796 | $11,824,844 | $11,816,687 | -$8,157 | -0.07% | |
| Hub Investment Partners, Llc | 0.21% | 514,180 | $11,180,853 | $11,173,131 | -$7,722 | -0.07% | |
| Captrust Financial Advisors | 0.02% | 499,435 | $10,830,248 | $10,852,723 | +$22,475 | +0.21% | |
| Parkway Wealth Management Group, Llc | 1.17% | 467,842 | $10,173,230 | $10,166,207 | -$7,023 | -0.07% | |
| Sfe Investment Counsel | 1.33% | 384,000 | $8,327,040 | $8,344,320 | +$17,280 | +0.21% | |
| Leo Wealth, Llc | 0.60% | 383,914 | $8,323,527 | $8,342,451 | +$18,924 | +0.23% | |
| Banta Asset Management Lp | 6.47% | 333,370 | $7,249,131 | $7,244,130 | -$5,001 | -0.07% | |
| Commonwealth Equity Services, Llc | 0.01% | 304,273 | $6,616,420 | $6,611,852 | -$4,568 | -0.07% | |
| Advisory Alpha, Llc | 0.18% | 302,172 | $6,552,600 | $6,566,198 | +$13,598 | +0.21% | |
| Ameriprise Financial Inc | 0.00% | 270,106 | $5,851,479 | $5,869,403 | +$17,924 | +0.31% | |
| Gpm Growth Investors, Inc. | 2.33% | 255,074 | $5,531,280 | $5,542,758 | +$11,478 | +0.21% | |
| Verity Asset Management, Inc. | 2.29% | 251,431 | $5,452,283 | $5,463,596 | +$11,313 | +0.21% | |
| Royal Bank Of Canada | 0.00% | 250,641 | $5,436,000 | $5,446,429 | +$10,429 | +0.19% | |
| Envestnet Asset Management Inc | 0.00% | 226,726 | $4,916,544 | $4,926,756 | +$10,212 | +0.21% | |
| Jones Financial Companies Lllp | 0.00% | 218,624 | $4,701,512 | $4,750,700 | +$49,188 | +1.05% | |
| Howard Wealth Management, Llc | 1.68% | 208,429 | $4,532,289 | $4,529,162 | -$3,127 | -0.07% | |
| Old Mission Capital Llc | 0.10% | 192,894 | $4,182,906 | $4,191,587 | +$8,681 | +0.21% | |
| Equitable Holdings, Inc. | 0.03% | 188,760 | $4,152,720 | $4,101,755 | -$50,965 | -1.23% | |
| Intrua Financial, Llc | 0.38% | 184,340 | $4,008,463 | $4,005,708 | -$2,755 | -0.07% | |
| Mml Investors Services, Llc | 0.01% | 178,173 | $3,863,672 | $3,871,699 | +$8,027 | +0.21% | |
| Bank Of America Corp | 0.00% | 176,556 | $3,828,624 | $3,836,562 | +$7,938 | +0.21% | |
| Pacific Wealth Strategies Group, Inc. | 1.97% | 157,603 | $3,427,078 | $3,424,713 | -$2,365 | -0.07% | |
| Prospera Financial Services Inc | 0.05% | 152,568 | $3,317,815 | $3,315,303 | -$2,512 | -0.08% | |
| Oder Investment Management, Llc | 1.93% | 116,076 | $2,517,121 | $2,522,331 | +$5,210 | +0.21% | |
| Lbmc Investment Advisors, Llc | 0.15% | 111,907 | $2,426,709 | $2,431,739 | +$5,030 | +0.21% | |
| Turning Point Benefit Group, Inc. | 1.02% | 108,839 | $2,367,064 | $2,365,071 | -$1,993 | -0.08% | |
| Ironwood Financial, Llc | 0.35% | 103,581 | $2,253,665 | $2,250,815 | -$2,850 | -0.13% | |
| Invesco Ltd. | 0.00% | 103,631 | $2,247,238 | $2,251,902 | +$4,664 | +0.21% | |
| Stifel Financial Corp | 0.00% | 100,714 | $2,183,996 | $2,188,515 | +$4,519 | +0.21% | |
| Strait & Sound Wealth Management Llc | 0.77% | 93,557 | $2,028,784 | $2,032,994 | +$4,210 | +0.21% | |
| Tower Research Capital Llc (Trc) | 0.05% | 91,739 | $1,989,360 | $1,993,488 | +$4,128 | +0.21% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 91,308 | $1,980,025 | $1,984,123 | +$4,098 | +0.21% | |
| Independent Advisor Alliance | 0.02% | 86,478 | $1,875,276 | $1,879,167 | +$3,891 | +0.21% | |
| Glass Jacobson Investment Advisors Llc | 0.58% | 85,992 | $1,869,900 | $1,868,606 | -$1,294 | -0.07% | |
| Hennion & Walsh Asset Management, Inc. | 0.05% | 85,549 | $1,860,263 | $1,858,980 | -$1,283 | -0.07% | |
| S.E.E.D. Planning Group Llc | 0.49% | 77,528 | $1,681,197 | $1,684,683 | +$3,486 | +0.21% | |
| Ark Wealth Advisors Llc | 1.66% | 77,469 | $1,679,915 | $1,683,401 | +$3,486 | +0.21% | |
| Compound Planning, Inc. | 0.05% | 73,931 | $1,603,199 | $1,606,521 | +$3,322 | +0.21% | |
| Independent Wealth Advisors Llc | 1.40% | 71,279 | $1,549,959 | $1,548,893 | -$1,066 | -0.07% | |
| Ashton Thomas Securities, Llc | 0.22% | 69,200 | $1,504,756 | $1,503,716 | -$1,040 | -0.07% | |
| Citadel Advisors Llc | 0.00% | 68,214 | $1,479,221 | $1,482,290 | +$3,069 | +0.21% |
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.