INVESCO BULLETSHARE 2028 HYC (BSJS) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $406.58M 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 $51.06M, representing an estimated gain of +0.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% 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
140
Total Reported Value
$406.58M
Largest Holder
Lpl Financial Llc
Largest Position
$50.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
149
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 | $51,059,905 | +$304,285 | +0.60% | |
| Raymond James Financial Inc | 0.01% | 1,610,747 | $34,929,050 | $35,138,446 | +$209,396 | +0.60% | |
| Morgan Stanley | 0.00% | 1,202,092 | $26,067,371 | $26,223,637 | +$156,266 | +0.60% | |
| Wells Fargo & Company/Mn | 0.01% | 1,182,087 | $25,633,567 | $25,787,228 | +$153,661 | +0.60% | |
| Cetera Investment Advisers | 0.02% | 755,566 | $16,384,443 | $16,482,672 | +$98,229 | +0.60% | |
| Osaic Holdings, Inc. | 0.02% | 593,186 | $12,864,442 | $12,940,353 | +$75,911 | +0.59% | |
| Ubs Group Ag | 0.00% | 590,222 | $12,798,964 | $12,875,693 | +$76,729 | +0.60% | |
| Mercer Global Advisors Inc | 0.02% | 572,726 | $12,419,556 | $12,494,018 | +$74,462 | +0.60% | |
| Ashton Thomas Private Wealth, Llc | 0.27% | 529,399 | $11,480,017 | $11,548,839 | +$68,822 | +0.60% | |
| Captrust Financial Advisors | 0.02% | 499,435 | $10,830,248 | $10,895,175 | +$64,927 | +0.60% | |
| Hub Investment Partners, Llc | 0.26% | 493,130 | $10,693,516 | $10,757,631 | +$64,115 | +0.60% | |
| Parkway Wealth Management Group, Llc | 1.29% | 465,029 | $10,172,503 | $10,144,608 | -$27,895 | -0.27% | |
| Sfe Investment Counsel | 1.33% | 384,000 | $8,327,040 | $8,376,960 | +$49,920 | +0.60% | |
| Leo Wealth, Llc | 0.60% | 383,914 | $8,323,527 | $8,375,084 | +$51,557 | +0.62% | |
| Banta Asset Management Lp | 7.23% | 331,520 | $7,189,011 | $7,232,109 | +$43,098 | +0.60% | |
| Advisory Alpha, Llc | 0.18% | 302,172 | $6,552,600 | $6,591,882 | +$39,282 | +0.60% | |
| Commonwealth Equity Services, Llc | 0.01% | 293,132 | $6,356,560 | $6,394,675 | +$38,115 | +0.60% | |
| Ameriprise Financial Inc | 0.00% | 270,106 | $5,851,479 | $5,892,362 | +$40,883 | +0.70% | |
| Gpm Growth Investors, Inc. | 2.33% | 255,074 | $5,531,280 | $5,564,439 | +$33,159 | +0.60% | |
| Verity Asset Management, Inc. | 2.29% | 251,431 | $5,452,283 | $5,484,967 | +$32,684 | +0.60% | |
| Royal Bank Of Canada | 0.00% | 250,641 | $5,436,000 | $5,467,733 | +$31,733 | +0.58% | |
| Envestnet Asset Management Inc | 0.00% | 226,726 | $4,916,544 | $4,946,028 | +$29,484 | +0.60% | |
| Jones Financial Companies Lllp | 0.00% | 218,624 | $4,701,512 | $4,769,283 | +$67,771 | +1.44% | |
| Old Mission Capital Llc | 0.10% | 192,894 | $4,182,906 | $4,207,983 | +$25,077 | +0.60% | |
| Equitable Holdings, Inc. | 0.03% | 188,760 | $4,152,720 | $4,117,799 | -$34,921 | -0.84% | |
| Howard Wealth Management, Llc | 1.69% | 184,719 | $4,005,632 | $4,029,645 | +$24,013 | +0.60% | |
| Mml Investors Services, Llc | 0.01% | 178,173 | $3,863,672 | $3,886,844 | +$23,172 | +0.60% | |
| Bank Of America Corp | 0.00% | 176,556 | $3,828,624 | $3,851,569 | +$22,945 | +0.60% | |
| Prospera Financial Services Inc | 0.05% | 152,105 | $3,298,602 | $3,318,171 | +$19,569 | +0.59% | |
| Kickstand Ventures, Llc. | 0.67% | 147,273 | $3,193,616 | $3,212,760 | +$19,144 | +0.60% | |
| Pacific Wealth Strategies Group, Inc. | 1.61% | 118,877 | $2,577,848 | $2,593,302 | +$15,454 | +0.60% | |
| Oder Investment Management, Llc | 1.93% | 116,076 | $2,517,121 | $2,532,198 | +$15,077 | +0.60% | |
| Lbmc Investment Advisors, Llc | 0.15% | 111,907 | $2,426,709 | $2,441,251 | +$14,542 | +0.60% | |
| Ironwood Financial, Llc | 0.40% | 105,655 | $2,291,127 | $2,304,864 | +$13,737 | +0.60% | |
| Invesco Ltd. | 0.00% | 103,631 | $2,247,238 | $2,260,710 | +$13,472 | +0.60% | |
| Stifel Financial Corp | 0.00% | 100,714 | $2,183,996 | $2,197,076 | +$13,080 | +0.60% | |
| Strait & Sound Wealth Management Llc | 0.77% | 93,557 | $2,028,784 | $2,040,946 | +$12,162 | +0.60% | |
| Tower Research Capital Llc (Trc) | 0.05% | 91,739 | $1,989,360 | $2,001,286 | +$11,926 | +0.60% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 91,308 | $1,980,025 | $1,991,884 | +$11,859 | +0.60% | |
| Hennion & Walsh Asset Management, Inc. | 0.07% | 90,279 | $1,957,700 | $1,969,436 | +$11,736 | +0.60% | |
| Prevail Innovative Wealth Advisors, Llc | 0.33% | 90,092 | $1,953,645 | $1,965,357 | +$11,712 | +0.60% | |
| Independent Advisor Alliance | 0.02% | 86,478 | $1,875,276 | $1,886,518 | +$11,242 | +0.60% | |
| S.E.E.D. Planning Group Llc | 0.49% | 77,528 | $1,681,197 | $1,691,273 | +$10,076 | +0.60% | |
| Ark Wealth Advisors Llc | 1.66% | 77,469 | $1,679,915 | $1,689,986 | +$10,071 | +0.60% | |
| Compound Planning, Inc. | 0.05% | 73,931 | $1,603,199 | $1,612,805 | +$9,606 | +0.60% | |
| Ashton Thomas Securities, Llc | 0.19% | 69,110 | $1,498,652 | $1,507,635 | +$8,983 | +0.60% | |
| Citadel Advisors Llc | 0.00% | 68,214 | $1,479,221 | $1,488,088 | +$8,867 | +0.60% | |
| Atria Investments, Inc | 0.02% | 67,741 | $1,468,956 | $1,477,770 | +$8,814 | +0.60% | |
| Turning Point Benefit Group, Inc. | 0.91% | 65,538 | $1,426,762 | $1,429,711 | +$2,949 | +0.21% | |
| Sound Stewardship, Llc | 0.63% | 63,019 | $1,366,564 | $1,374,759 | +$8,195 | +0.60% |
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.