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Disclosery

BSJT INVESCO EXCH TRD SLF IDX FD

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BULETSHS 2029 HG (fund)

59 managers (59 13F filers) reported a position in BSJT shares at 2024-12-31, 5,129,217 shares in all. 16 filers opened a position and 3 filers sold out during the quarter.

Managers
59
13F filers
59
New
16
Added
30
Reduced
4
Sold out
3
Shares held by filers
5,129,217

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC914,358$19.6M0.01%+312,52013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.460,469$9.85M0.09%+69,81113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC397,222$8.5M<0.01%+5,14413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV342,588$7.33M0.02%-12,55813F-HRTimeline
SFE Investment Counsel296,536$6.34M1.35%+50,24213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY273,055$5.84M<0.01%+98,81513F-HR/ATimelineGroup
GPM Growth Investors, Inc.205,888$4.4M1.86%new13F-HRTimeline
Advisory Alpha, LLC151,108$3.23M0.12%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC139,598$2.99M<0.01%+97,19713F-HRTimelineGroup
Cetera Investment Advisers132,903$2.84M0.01%+91,41713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC105,764$2.26M<0.01%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN102,245$2.19M<0.01%+81,34113F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC95,389$2.04M1.1%+16,99313F-HRTimeline
MONECO ADVISORS, LLC67,472$1.44M0.15%+3,94813F-HR/ATimeline
Prospera Financial Services Inc65,372$1.4M0.03%new13F-HRTimeline
UBS Group AGin group UBS Group AG42,959$919K<0.01%+12,02013F-HRTimelineGroup
Independent Advisor Alliance42,225$903K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,193$902K<0.01%+25,74613F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA39,915$854K<0.01%+13,60213F-HRTimelineGroup
Segment Wealth Management, LLC37,910$811K0.06%+23,77013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC36,166$774K<0.01%+23,76713F-HRTimeline
Empirical Financial Services, LLC d.b.a…32,906$704K0.02%+21913F-HRTimeline
HUB Investment Partners, LLC31,927$683K0.03%+4,31213F-HRTimeline
ROVIN CAPITAL /UT/ /ADV31,069$665K0.24%+17713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,045$643K<0.01%+6,74813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management29,857$639K0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.27,751$594K0.02%+25,40113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,990$513K<0.01%+2,76813F-HR/ATimeline
Compound Planning, Inc.21,881$468K0.02%+37313F-HRTimeline
4Thought Financial Group Inc.21,842$467K0.29%+49013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,912$426K<0.01%new13F-HRTimelineGroup
Advyzon Investment Management, LLC17,197$368K0.14%13F-HRTimeline
Astoria Portfolio Advisors LLC.16,370$350K0.12%new13F-HRTimeline
AlphaStar Capital Management, LLC16,184$346K0.04%new13F-HRTimeline
Topsail Wealth Management, LLC14,105$302K0.06%13F-HRTimeline
Leo Wealth, LLC13,941$298K0.03%new13F-HRTimeline
Tassel Capital Management, Inc.12,995$278K0.25%13F-HRTimeline
Ironwood Financial, llc12,741$273K0.06%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…12,182$261K<0.01%013F-HRTimelineGroup
Vantage Point Financial LLC12,032$257K0.14%13F-HRTimeline
IMA Advisory Services, Inc.11,416$244K0.03%+62613F-HRTimeline
Foundations Investment Advisors, LLC10,234$219K<0.01%new13F-HRTimeline
Key Financial Inc9,985$214K0.05%+3,94013F-HRTimeline
Larson Financial Group LLC7,690$165K0.01%-36013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,500$160K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,470$160K<0.01%-2,69313F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC6,641$142K0.01%+14813F-HRTimelineGroup
GAMMA Investing LLC4,772$102K0.01%+1,08013F-HRTimeline
Geneos Wealth Management Inc.3,510$75.1K<0.01%+1,58013F-HRTimeline
NewEdge Advisors, LLC2,026$43.3K<0.01%+1,82513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1,984$42.4K0.02%new13F-HRTimeline
Horizons Wealth Management1,858$39.8K0.03%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,683$36K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC523$11.2K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC523$11.2K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA356$7.62K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…195$4.17K<0.01%-5,27513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Legacy Financial Group LLC660,589$14.1B+179,97813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.