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Disclosery

BSJT INVESCO EXCH TRD SLF IDX FD

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BULETSHS 2029 HG (fund)

89 managers (89 13F filers) reported a position in BSJT shares at 2025-09-30, 9,681,060 shares in all. 14 filers opened a position and 7 filers sold out during the quarter.

Managers
89
13F filers
89
New
14
Added
53
Reduced
13
Sold out
7
Shares held by filers
9,681,060

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC2,280,939$49.2M0.01%+406,86113F-HRTimeline
Legacy Financial Group LLC727,660$15.7M2.05%+52,75713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.625,312$13.5M0.1%+30,81513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV460,818$9.94M0.02%+110,78613F-HRTimeline
Modern Wealth Management, LLC390,963$8.43M0.17%+35,40313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN367,115$7.92M<0.01%+220,76413F-HRTimelineGroup
SFE Investment Counsel356,720$7.69M1.23%+19,10313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY346,878$7.48M<0.01%+11,71913F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.336,312$7.24M0.01%+52,57013F-HRTimelineGroup
IMA Advisory Services, Inc.315,859$6.81M0.69%-513F-HRTimeline
GPM Growth Investors, Inc.218,448$4.71M1.81%-1,77613F-HRTimeline
UBS Group AGin group UBS Group AG209,400$4.52M<0.01%+85,12413F-HRTimelineGroup
Advisory Alpha, LLC193,022$4.17M0.12%+9,14513F-HRTimeline
Cetera Investment Advisers193,228$4.17M<0.01%+25,98713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC149,047$3.21M<0.01%+6,82813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA148,435$3.2M<0.01%+16,87413F-HRTimelineGroup
MONECO ADVISORS, LLC123,965$2.67M0.22%+29,96113F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC116,474$2.51M1.15%+23,84313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS113,475$2.45M<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC112,893$2.44M<0.01%+80,28613F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC112,114$2.42M0.81%-1,48913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP101,176$2.18M<0.01%+30,38013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC90,429$1.95M<0.01%+5,72913F-HRTimeline
Prospera Financial Services Inc81,172$1.75M0.03%+3,36613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/74,306$1.6M<0.01%+18,28313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC68,827$1.48M<0.01%-311,10513F-HRTimelineGroup
NewEdge Advisors, LLC65,034$1.4M0.01%+5,45013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC61,852$1.33M<0.01%+3,06413F-HRTimelineGroup
Steward Partners Investment Advisory, L…61,560$1.33M0.01%-10,60413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP57,163$1.23M<0.01%+17,35613F-HRTimelineGroup
Turning Point Benefit Group, Inc.52,591$1.14M0.69%+18,56513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO51,989$1.12M<0.01%new13F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.49,876$1.08M0.02%+11,12113F-HRTimeline
Astoria Portfolio Advisors LLC.42,415$914K0.24%-61213F-HRTimeline
ROVIN CAPITAL /UT/ /ADV39,263$847K0.23%+7,84013F-HR/ATimeline
Segment Wealth Management, LLC38,830$838K0.05%-1,05013F-HRTimeline
HUB Investment Partners, LLC37,443$808K0.03%-52013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC36,820$794K0.29%new13F-HRTimeline
Cambridge Financial Group, LLC36,179$780K0.25%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…34,360$741K0.01%+9213F-HRTimeline
Compound Planning, Inc.32,527$702K0.02%+55513F-HRTimeline
Vantage Point Financial LLC31,314$675K0.26%-3,26513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC29,706$641K<0.01%+15,55813F-HRTimelineGroup
Vermillion & White Wealth Management Gr…28,157$607K0.35%013F-HRTimeline
Axim Planning & Wealth28,018$604K0.48%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.27,893$602K0.02%+16,11013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management27,430$592K0.01%+26113F-HRTimelineGroup
Private Advisory Group LLC27,019$583K0.05%+4,85913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,551$552K<0.01%-1,01113F-HRTimeline
VestGen Advisors, LLC21,668$467K0.02%+2,18913F-HRTimeline
4Thought Financial Group Inc.21,405$462K0.23%-713F-HRTimeline
Topsail Wealth Management, LLC20,847$450K0.08%+61013F-HRTimeline
Carrera Capital Advisors19,330$417K0.07%+33013F-HRTimeline
Key Financial Inc17,830$385K0.07%+2,32013F-HRTimeline
Hobbs Group Advisors, LLC17,595$380K0.12%new13F-HRTimeline
Pacific Wealth Strategies Group, Inc.17,515$378K0.23%+2,03013F-HRTimeline
Ironwood Financial, llc16,697$360K0.06%+3,25613F-HRTimeline
AlphaStar Capital Management, LLC16,542$357K0.03%+44413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,430$354K0.01%+3,72613F-HRTimeline
Foundations Investment Advisors, LLC15,858$342K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…15,548$335K<0.01%+81913F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…15,063$325K0.04%new13F-HRTimelineGroup
Farther Finance Advisors, LLC14,863$321K<0.01%+5,95213F-HRTimeline
OLD MISSION CAPITAL LLC13,550$292K0.01%new13F-HRTimeline
Advyzon Investment Management, LLC12,442$268K0.05%+1,18913F-HRTimeline
FCA CORP /TX12,352$266K0.07%new13F-HRTimeline
Bradley & Co. Private Wealth Management…12,270$265K0.15%013F-HRTimeline
Geneos Wealth Management Inc.12,230$264K0.01%+7,50013F-HRTimeline
Valtinson Bruner Financial Planning LLC11,612$250K0.07%+7713F-HRTimeline
Carnegie Investment Counsel11,579$250K<0.01%new13F-HRTimeline
Net Worth Advisory Group11,460$247K0.07%+48013F-HRTimeline
J.W. COLE ADVISORS, INC.11,151$241K<0.01%new13F-HRTimeline
F/m Investments LLC11,001$237K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,485$226K<0.01%+1,11713F-HRTimelineGroup
Meriwether Wealth & Planning, LLC9,994$216K0.12%+14413F-HRTimeline
Asset Dedication, LLC9,665$208K0.01%013F-HRTimeline
Tassel Capital Management, Inc.9,408$203K0.13%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,162$198K<0.01%+11013F-HRTimelineGroup
Larson Financial Group LLC8,817$190K0.01%+15013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,641$143K<0.01%013F-HRTimelineGroup
Horizons Wealth Management3,420$73.8K0.05%+1,56213F-HRTimeline
Anchor Investment Management, LLC2,430$52.4K<0.01%+2,00013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1,342$28.9K0.01%-28013F-HRTimeline
CX Institutional1,162$25K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,127$24.3K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC922$19.9K<0.01%-9813F-HRTimeline
COMERICA BANK698$15.1K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC523$11.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA449$9.69K<0.01%013F-HRTimeline