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Disclosery

BSJT INVESCO EXCH TRD SLF IDX FD

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BULETSHS 2029 HG (fund)

117 managers (117 13F filers) reported a position in BSJT shares at 2026-06-30, 15,409,632 shares in all. 16 filers opened a position and 4 filers sold out during the quarter.

Managers
117
13F filers
117
New
16
Added
65
Reduced
24
Sold out
4
Shares held by filers
15,409,632

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC3,190,068$67.4M0.02%+311,92313F-HRTimeline
Legacy Financial Group LLC916,872$19.4M2.18%+76,10213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN854,287$18.1M<0.01%+54,63713F-HRTimelineGroup
Cetera Investment Advisers733,237$15.5M0.01%+152,58213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC530,950$11.2M<0.01%+344,27113F-HRTimelineGroup
UBS Group AGin group UBS Group AG493,312$10.4M<0.01%+9,65513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.477,171$10.1M0.06%-125,12813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY476,655$10.1M<0.01%+61,53613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.429,143$9.07M0.01%+69,46713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV425,062$8.98M0.01%+21,48213F-HR/ATimeline
Modern Wealth Management, LLC413,738$8.74M0.1%+4,84213F-HRTimeline
Avior Wealth Management, LLC399,608$8.44M0.22%new13F-HRTimeline
SFE Investment Counsel378,154$7.99M1.1%+12,03013F-HRTimeline
Stablepoint Partners, LLC340,722$7.2M1%+21,53213F-HRTimeline
BANTA ASSET MANAGEMENT LP322,870$6.82M6.09%+4,25013F-HRTimeline
IHT Wealth Management, LLC273,721$5.78M0.12%-117,50813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS261,376$5.52M0.01%-86,91513F-HRTimeline
Advisory Alpha, LLC229,603$4.85M0.12%+11,94413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP221,527$4.67M<0.01%+25,97613F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC207,945$4.39M1.62%+22,88813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA176,754$3.73M<0.01%+7,17513F-HRTimelineGroup
Oder Investment Management, LLC172,234$3.64M2.44%+26,85813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC160,565$3.39M<0.01%+45,67313F-HRTimeline
Pacific Wealth Strategies Group, Inc.156,249$3.3M1.9%+79,96213F-HRTimeline
F/m Investments LLC146,475$3.1M0.16%new13F-HRTimeline
Prospera Financial Services Inc140,130$2.96M0.04%+99013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC128,185$2.71M<0.01%+26,22013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/120,133$2.54M<0.01%+5,59913F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC115,583$2.44M0.13%+8613F-HRTimeline
Turning Point Benefit Group, Inc.112,136$2.37M1.02%+44,43013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…99,217$2.1M0.05%+64,83013F-HRTimelineGroup
S.E.E.D. Planning Group LLC93,701$1.98M0.52%+16,93113F-HRTimeline
MONECO ADVISORS, LLC93,213$1.97M0.12%-1,71113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC91,705$1.94M0.07%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC77,171$1.63M0.43%-42,47613F-HRTimeline
NewEdge Advisors, LLC75,177$1.59M<0.01%+2,42513F-HRTimeline
HARBOUR INVESTMENTS, INC.71,895$1.52M0.02%+91113F-HRTimeline
ASHTON THOMAS SECURITIES, LLC69,705$1.47M0.22%+11813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC68,165$1.44M<0.01%-3,48913F-HRTimelineGroup
SEAVIEW INVESTMENT MANAGERS LLC67,629$1.43M0.43%+18,83013F-HRTimeline
HUB Investment Partners, LLC62,312$1.32M0.02%+2,38113F-HRTimeline
Sound Stewardship, LLC61,115$1.29M0.53%+7,02713F-HRTimeline
OLD MISSION CAPITAL LLC54,139$1.14M0.03%new13F-HRTimeline
Compound Planning, Inc.52,624$1.11M0.03%+17813F-HRTimeline
Altrius Capital Management Inc50,434$1.07M0.2%+21,82513F-HRTimeline
Hennion & Walsh Asset Management, Inc.48,387$1.02M0.03%+1,72413F-HRTimeline
Astoria Portfolio Advisors LLC.44,664$944K0.16%-22813F-HRTimeline
Verity Asset Management, Inc.43,917$928K0.35%new13F-HRTimeline
Intrua Financial, LLC43,653$922K0.09%+2,31613F-HRTimeline
Ark Wealth Advisors LLC42,788$904K0.8%-1,44313F-HRTimeline
Segment Wealth Management, LLC42,570$900K0.05%+13013F-HRTimeline
Wagner Wealth Management, Corp39,409$833K0.67%+3,98313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management38,469$813K0.01%+1,17113F-HRTimelineGroup
Clearstead Advisors, LLC37,797$799K0.01%-31513F-HRTimeline
Axim Planning & Wealth32,565$688K0.97%-1,23013F-HRTimeline
Vermillion & White Wealth Management Gr…32,549$688K0.35%+41513F-HRTimeline
Private Advisory Group LLC32,502$687K0.04%+10,17913F-HRTimeline
Vantage Point Financial LLC32,373$684K0.21%+1,42213F-HRTimeline
Tassel Capital Management, Inc.29,641$626K0.29%+12,83813F-HRTimeline
Tudor Financial Inc.29,468$623K0.28%new13F-HR/ATimeline
Integrated Wealth Concepts LLC29,377$621K<0.01%+12,12413F-HRTimeline
Empirical Financial Services, LLC d.b.a…28,923$611K0.01%-2,10913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC28,598$604K0.01%+4,73313F-HRTimeline
Topsail Wealth Management, LLC28,161$595K0.08%+30713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,557$540K<0.01%+10,41713F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC25,600$538K0.02%013F-HRTimeline
Key Financial Inc25,392$537K0.09%+3,99313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,106$530K<0.01%new13F-HRTimelineGroup
VestGen Advisors, LLC24,052$508K0.01%+2,08213F-HRTimeline
Farnam Financial LLC22,724$480K0.35%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC20,870$441K<0.01%-8,83613F-HRTimelineGroup
4Thought Financial Group Inc.20,631$436K0.2%+96813F-HRTimeline
FCA CORP /TX20,520$434K0.11%+2,26913F-HRTimeline
Cambridge Investment Research Advisors,…19,841$419K<0.01%-5,52513F-HR/ATimeline
Carnegie Investment Counsel19,629$415K0.01%-13,40013F-HRTimeline
AlphaStar Capital Management, LLC18,855$398K0.03%+23713F-HRTimeline
Net Worth Advisory Group17,733$375K0.09%-9,95013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,701$374K<0.01%-13,22613F-HRTimelineGroup
Ironwood Financial, llc17,364$366K0.06%+86713F-HRTimeline
Farther Finance Advisors, LLC17,185$363K<0.01%+42613F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…15,816$334K0.04%+25613F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC14,837$314K0.08%+7713F-HRTimeline
Steward Partners Investment Advisory, L…14,075$297K<0.01%-17,72913F-HRTimeline
Asset Dedication, LLC13,398$283K0.02%-10,45813F-HRTimeline
Cambridge Financial Group, LLC13,398$283K0.09%-10,45813F-HRTimeline
TD Waterhouse Canada Inc.12,700$268K<0.01%+8,60013F-HRTimeline
Meriwether Wealth & Planning, LLC12,675$268K0.13%013F-HRTimeline
Bradley & Co. Private Wealth Management…12,270$259K0.12%013F-HRTimeline
Foundations Investment Advisors, LLC12,079$255K<0.01%+25813F-HRTimeline
Wealthspire Retirement, LLC11,968$253K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,694$247K<0.01%-168,60313F-HRTimelineGroup
Atria Investments, Inc11,690$247K<0.01%+85413F-HRTimeline
Wealth Quarterback LLC11,523$243K0.08%+1,49713F-HRTimeline
SHUFRO ROSE & CO LLC11,500$243K0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.11,081$234K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.11,050$233K<0.01%013F-HRTimeline
Janney Montgomery Scott LLC11,003$233K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC11,001$232K<0.01%new13F-HRTimeline
Advyzon Investment Management, LLC10,570$223K0.02%-84513F-HRTimeline
&PARTNERS9,593$203K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,046$191K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC7,290$154K<0.01%+11813F-HRTimeline
Keating Financial Advisory Services, In…6,890$146K0.02%+813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,698$99.3K<0.01%013F-HRTimelineGroup
BITTERROOT CAPITAL ADVISORS LLC4,138$87.4K0.05%+6713F-HRTimeline
IFP Advisors, Inc4,058$85.7K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,551$75K<0.01%-2,79913F-HRTimelineGroup
WOLFF WIESE MAGANA LLC2,909$61.5K0.03%+47113F-HRTimeline
PRIVATE TRUST CO NA2,175$46K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1,342$28.4K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,149$24.3K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC501$10.6K<0.01%013F-HRTimeline
CX Institutional349$7K<0.01%-87313F-HRTimeline
IMA Advisory Services, Inc.127$2.69K<0.01%-330,18613F-HRTimeline
Community Financial Services Group, LLC125$2.64K<0.01%013F-HRTimeline
GAMMA Investing LLC121$2.56K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc4$89<0.01%013F-HRTimeline