INVESCO BULLETSHARE 2028 HYC (BSJS) Institutional Ownership Changes & 13F Activity

INVESCO BULLETSHARE 2028 HYC (BSJS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Jane Street Group, Llc, Old Mission Capital Llc, Ubs Group Ag, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+9,003+4.0%235,729$5.13MQ2 2026Sep 23, 2026
Anchor Investment Management, LlcBuy+1,500+17.6%10,025$217.99KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+1,382+3.6%39,549$860.00KQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-19,222-28.2%48,992$1.07MQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+56,973+9.9%629,699$13.69MQ2 2026Aug 19, 2026
Vermillion & White Wealth Management Group, LlcSell-4,511-15.4%24,737$537.91KQ2 2026Aug 19, 2026
Strait & Sound Wealth Management LlcBuy+16,291+17.4%109,848$2.39MQ2 2026Aug 18, 2026
Denver Pwm, LlcBuy+9,450—9,450$206.24KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-67,524-35.8%121,236$2.64MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+304,230—304,230$6.61MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+184,136+605.6%214,541$4.67MQ2 2026Aug 14, 2026
Old Mission Capital LlcSell-152,651-79.1%40,243$875.08KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+133,705+22.5%726,891$15.81MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-127,467-7.9%1,483,280$32.25MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+93,835—93,835$2.04MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+57,575+4.9%1,239,662$26.96MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-50,244-20.0%200,397$4.36MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+28,503+16.1%205,059$4.46MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+16,524+7.6%235,148$5.12MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+14,057+3514.3%14,457$314.37KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+13,616+65.1%34,527$750.80KQ2 2026Aug 14, 2026
&PartnersBuy+3,153+34.1%12,403$269.69KQ2 2026Aug 14, 2026
Axim Planning & WealthSell-1,522-4.6%31,220$678.88KQ2 2026Aug 14, 2026
Vantage Point Financial LlcBuy+724+1.7%42,362$921.15KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+113+0.2%57,031$1.24MQ2 2026Aug 14, 2026
Ubs Group AgSell-136,117-23.1%454,105$9.87MQ2 2026Aug 13, 2026
Verity Asset Management, Inc.Buy+61,956+24.6%313,387$6.81MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+50,668+10.1%550,103$11.96MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-49,210-53.9%42,098$915.43KQ2 2026Aug 13, 2026
Morgan StanleyBuy+48,704+4.1%1,250,796$27.20MQ2 2026Aug 13, 2026
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Frequently asked questions about BSJS activity

  • Which institutional owners are buying BSJS?

    Institutional owners buying BSJS 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 BSJS activity?

    "Buy" means an investor increased their reported position in BSJS compared to the prior reporting period. This reflects growing exposure to INVESCO BULLETSHARE 2028 HYC (BSJS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BSJS increasing?

    Institutional interest in BSJS 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.