BSJR INVESCO EXCH TRD SLF IDX FD
FollowBULETSHS 2027 (fund)
Filings received so far for Q3 2026: 12 13F filers report a position in BSJR shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Mirador Capital Partners LP | 3,226,238 | $71.3M | 8.3% | +831,078 | 13F-HRTimeline |
| COLLECTIVE FAMILY OFFICE LLC | 828,959 | $18.3M | 3.78% | +462,775 | 13F-HRTimeline |
| Horizons Wealth Management | 130,191 | $2.88M | 1.82% | 13F-HRTimeline | |
| S.E.E.D. Planning Group LLC | 90,585 | $2M | 0.49% | -488 | 13F-HRTimeline |
| Gradient Investments LLCin group Gradient Investments LLC | 41,544 | $918K | 0.01% | +18,027 | 13F-HRTimelineGroup |
| Ballew Advisors, Inc | 31,396 | $695K | 0.35% | 0 | 13F-HRTimeline |
| Nautilus Advisors LLC | 10,101 | $223K | 0.14% | 0 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 2,290 | $50.6K | <0.01% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 2,073 | $45.8K | <0.01% | -13,864 | 13F-HRTimeline |
| CX Institutional | 1,374 | $30K | <0.01% | +17 | 13F-HRTimeline |
| GAMMA Investing LLC | 1,353 | $29.9K | <0.01% | +224 | 13F-HRTimeline |
| Sarver Vrooman Wealth Advisors | 645 | $14.3K | 0.01% | 0 | 13F-HRTimeline |