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Disclosery

BSJT INVESCO EXCH TRD SLF IDX FD

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BULETSHS 2029 HG (fund)

71 managers (71 13F filers) reported a position in BSJT shares at 2025-03-31, 6,873,683 shares in all. 17 filers opened a position and 6 filers sold out during the quarter.

Managers
71
13F filers
71
New
17
Added
40
Reduced
8
Sold out
6
Shares held by filers
6,873,683

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC1,305,008$27.5M0.01%+390,65013F-HRTimeline
Legacy Financial Group LLC690,857$14.6M2.24%+30,26813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.552,552$11.6M0.11%+92,08313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC371,188$7.82M<0.01%-26,03413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV351,183$7.4M0.02%+8,59513F-HRTimeline
SFE Investment Counsel318,528$6.71M1.34%+21,99213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY315,778$6.66M<0.01%+42,72313F-HRTimelineGroup
IMA Advisory Services, Inc.306,363$6.46M0.77%+294,94713F-HRTimeline
GPM Growth Investors, Inc.213,788$4.51M1.98%+7,90013F-HRTimeline
Cetera Investment Advisers177,641$3.74M0.01%+44,73813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.176,446$3.72M0.01%+134,25313F-HRTimelineGroup
Advisory Alpha, LLC167,516$3.53M0.12%+16,40813F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN142,470$3M<0.01%+40,22513F-HRTimelineGroup
Kaye Capital Management141,153$2.98M1.21%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC125,377$2.64M<0.01%+19,61313F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC95,154$2.01M1.12%-23513F-HRTimeline
UBS Group AGin group UBS Group AG80,786$1.7M<0.01%+37,82713F-HRTimelineGroup
SUMMIT INVESTMENT ADVISORS, INC.78,613$1.65M1.46%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/75,533$1.59M<0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc74,754$1.58M0.04%+9,38213F-HRTimeline
MONECO ADVISORS, LLC70,459$1.49M0.15%+2,98713F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC63,086$1.33M<0.01%+26,92013F-HRTimeline
NewEdge Advisors, LLC59,194$1.25M0.01%+57,16813F-HRTimeline
Steward Partners Investment Advisory, L…57,340$1.21M0.01%+57,14513F-HRTimeline
Astoria Portfolio Advisors LLC.55,052$1.15M0.39%+38,68213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC52,118$1.1M<0.01%+32,20613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA49,448$1.04M<0.01%+9,53313F-HR/ATimelineGroup
Segment Wealth Management, LLC39,915$841K0.06%+2,00513F-HRTimeline
OLD MISSION CAPITAL LLC39,494$833K0.02%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/39,209$827K<0.01%+9,16413F-HRTimelineGroup
Vermillion & White Wealth Management Gr…38,204$805K0.58%new13F-HRTimeline
HUB Investment Partners, LLC37,043$781K0.03%+5,11613F-HRTimeline
Empirical Financial Services, LLC d.b.a…33,365$703K0.02%+45913F-HRTimeline
Vantage Point Financial LLC33,077$697K0.35%+21,04513F-HRTimeline
HARBOUR INVESTMENTS, INC.32,616$688K0.02%+4,86513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV31,394$662K0.21%+32513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management28,102$592K0.01%-1,75513F-HRTimelineGroup
Private Advisory Group LLC26,695$563K0.06%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…26,302$554K<0.01%+2,31213F-HRTimeline
Compound Planning, Inc.22,240$469K0.02%+35913F-HRTimeline
4Thought Financial Group Inc.22,122$466K0.29%+28013F-HRTimeline
Turning Point Benefit Group, Inc.20,588$418K0.39%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,560$412K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,289$407K<0.01%new13F-HR/ATimelineGroup
AlphaStar Capital Management, LLC15,840$334K0.03%-34413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,447$326K<0.01%+3,26513F-HRTimelineGroup
Topsail Wealth Management, LLC14,687$310K0.06%+58213F-HRTimeline
VestGen Advisors, LLC14,005$295K0.01%13F-HRTimeline
Ironwood Financial, llc13,441$283K0.06%+70013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,209$257K0.01%new13F-HRTimeline
Advyzon Investment Management, LLC11,864$250K0.09%-5,33313F-HRTimeline
Valtinson Bruner Financial Planning LLC11,457$242K0.08%new13F-HRTimeline
Key Financial Inc11,290$238K0.05%+1,30513F-HRTimeline
Tyler-Stone Wealth Management10,500$221K0.04%new13F-HRTimeline
Net Worth Advisory Group9,628$203K0.06%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,052$191K<0.01%+1,58213F-HRTimelineGroup
Larson Financial Group LLC8,514$179K0.01%+82413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,500$158K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.7,440$157K<0.01%+3,93013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,493$137K0.01%-14813F-HRTimelineGroup
MorganRosel Wealth Management, LLC6,014$127K0.04%new13F-HRTimeline
GAMMA Investing LLC3,835$80.8K0.01%-93713F-HR/ATimeline
CWM, LLCin group CWM, LLC2,382$50K<0.01%new13F-HRTimelineGroup
Horizons Wealth Management1,858$39.2K0.03%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1,782$37.6K0.02%-20213F-HR/ATimeline
Aptus Capital Advisors, LLC523$11K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC523$11K<0.01%013F-HRTimeline
Anchor Investment Management, LLC430$9.06K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA368$7.76K<0.01%+1213F-HRTimeline
FMR LLCin group FMR LLC1$21<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.