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Disclosery

BSJT INVESCO EXCH TRD SLF IDX FD

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BULETSHS 2029 HG (fund)

86 managers (86 13F filers) reported a position in BSJT shares at 2025-06-30, 8,846,650 shares in all. 19 filers opened a position and 4 filers sold out during the quarter.

Managers
86
13F filers
86
New
19
Added
42
Reduced
15
Sold out
4
Shares held by filers
8,846,650

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC1,874,078$40.3M0.01%+569,07013F-HRTimeline
Legacy Financial Group LLC674,903$14.5M2.03%-15,95413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.594,497$12.8M0.11%+41,94513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC379,932$8.18M<0.01%+8,74413F-HRTimelineGroup
Kaye Capital Management355,560$7.65M2.94%+214,40713F-HRTimeline
Modern Wealth Management, LLC355,560$7.65M0.19%new13F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV350,032$7.53M0.02%-1,15113F-HRTimeline
SFE Investment Counsel337,617$7.27M1.28%+19,08913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY335,159$7.21M<0.01%+19,38113F-HRTimelineGroup
IMA Advisory Services, Inc.315,864$6.8M0.73%+9,50113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.283,742$6.11M0.01%+107,29613F-HR/ATimelineGroup
GPM Growth Investors, Inc.220,224$4.74M1.88%+6,43613F-HRTimeline
Advisory Alpha, LLC183,877$3.96M0.12%+16,36113F-HRTimeline
Cetera Investment Advisers167,241$3.6M0.01%-10,40013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN146,351$3.15M<0.01%+3,88113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC142,219$3.06M<0.01%+16,84213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA131,561$2.83M<0.01%+82,11313F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG124,276$2.67M<0.01%+43,49013F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC113,603$2.44M0.95%new13F-HRTimeline
MONECO ADVISORS, LLC94,004$2.02M0.19%+23,54513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC92,631$1.99M1.01%-2,52313F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.87,324$1.87M1.54%+8,71113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC84,700$1.82M<0.01%+21,61413F-HRTimeline
Prospera Financial Services Inc77,806$1.67M0.03%+3,05213F-HRTimeline
Steward Partners Investment Advisory, L…72,164$1.55M0.01%+14,82413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP70,796$1.52M<0.01%+51,50713F-HRTimelineGroup
Leo Wealth, LLC62,384$1.34M0.1%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC62,156$1.34M<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC59,584$1.28M0.01%+39013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC58,788$1.27M<0.01%+6,67013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/56,023$1.21M<0.01%+16,81413F-HRTimelineGroup
Astoria Portfolio Advisors LLC.43,027$923K0.26%-12,02513F-HRTimeline
Segment Wealth Management, LLC39,880$858K0.05%-3513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP39,807$857K<0.01%+20,24713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.38,755$834K0.02%+6,13913F-HRTimeline
HUB Investment Partners, LLC37,963$817K0.03%+92013F-HRTimeline
Cambridge Financial Group, LLC36,179$779K0.29%new13F-HRTimeline
Vantage Point Financial LLC34,579$744K0.33%+1,50213F-HRTimeline
Empirical Financial Services, LLC d.b.a…34,268$737K0.02%+90313F-HRTimeline
Turning Point Benefit Group, Inc.34,026$732K0.55%+13,43813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,607$702K<0.01%new13F-HRTimelineGroup
Compound Planning, Inc.31,972$688K0.03%+9,73213F-HRTimeline
ROVIN CAPITAL /UT/ /ADV31,423$676K0.2%+2913F-HRTimeline
Vermillion & White Wealth Management Gr…28,157$606K0.39%-10,04713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management27,169$585K0.01%-93313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…26,562$572K<0.01%+26013F-HRTimeline
Private Advisory Group LLC22,160$477K0.04%-4,53513F-HRTimeline
4Thought Financial Group Inc.21,412$461K0.24%-71013F-HRTimeline
Topsail Wealth Management, LLC20,237$436K0.08%+5,55013F-HRTimeline
VestGen Advisors, LLC19,479$418K0.02%+5,47413F-HRTimeline
Carrera Capital Advisors19,000$409K0.08%new13F-HRTimeline
AlphaStar Capital Management, LLC16,098$346K0.02%+25813F-HRTimeline
Key Financial Inc15,510$334K0.07%+4,22013F-HRTimeline
Pacific Wealth Strategies Group, Inc.15,485$331K0.22%new13F-HRTimeline
Cambridge Investment Research Advisors,…14,729$317K<0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,148$304K<0.01%new13F-HRTimelineGroup
Ironwood Financial, llc13,441$283K0.06%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,704$273K0.01%+49513F-HRTimeline
Bradley & Co. Private Wealth Management…12,270$264K0.16%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.11,783$254K0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,722$252K<0.01%-3,72513F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC11,535$248K0.08%+7813F-HRTimeline
Advyzon Investment Management, LLC11,253$242K0.05%-61113F-HRTimeline
Net Worth Advisory Group10,980$236K0.05%+1,35213F-HRTimeline
Tyler-Stone Wealth Management10,500$226K0.04%013F-HRTimeline
Meriwether Wealth & Planning, LLC9,850$212K0.13%new13F-HRTimeline
Asset Dedication, LLC9,665$208K0.02%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,368$202K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,052$195K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC8,911$192K<0.01%new13F-HRTimeline
Larson Financial Group LLC8,667$187K0.01%+15313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,641$143K<0.01%+14813F-HRTimelineGroup
MorganRosel Wealth Management, LLC6,014$129K0.04%013F-HRTimeline
Geneos Wealth Management Inc.4,730$102K<0.01%-2,71013F-HRTimeline
Horizons Wealth Management1,858$40K0.03%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1,622$34.9K0.02%-16013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,127$24.3K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC1,020$21.9K<0.01%-2,81513F-HRTimeline
COMERICA BANK698$15K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC523$11.3K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC523$11.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA449$9.66K<0.01%+8113F-HRTimeline
Anchor Investment Management, LLC430$9.25K<0.01%013F-HRTimeline
AE Wealth Management LLC25$538<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$22<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.