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Disclosery

BSJT INVESCO EXCH TRD SLF IDX FD

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BULETSHS 2029 HG (fund)

103 managers (103 13F filers) reported a position in BSJT shares at 2025-12-31, 12,270,802 shares in all. 13 filers opened a position and 4 filers sold out during the quarter.

Managers
103
13F filers
103
New
13
Added
62
Reduced
17
Sold out
4
Shares held by filers
12,270,802

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC2,444,246$52.6M0.01%+163,30713F-HRTimeline
Legacy Financial Group LLC820,334$17.6M2.17%+92,67413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.611,790$13.2M0.09%-13,52213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN594,865$12.8M<0.01%+227,75013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV469,461$10.1M0.02%+8,64313F-HRTimeline
Leo Wealth, LLC421,448$9.1M0.66%new13F-HRTimeline
Modern Wealth Management, LLC406,333$8.74M0.16%+15,37013F-HRTimeline
Cetera Investment Advisers398,548$8.57M0.01%+205,32013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY387,613$8.34M<0.01%+40,73513F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.385,368$8.29M0.01%+49,05613F-HRTimelineGroup
IHT Wealth Management, LLC369,141$7.94M0.19%new13F-HRTimeline
SFE Investment Counsel362,072$7.79M1.21%+5,35213F-HRTimeline
IMA Advisory Services, Inc.319,430$6.87M0.66%+3,57113F-HRTimeline
BANTA ASSET MANAGEMENT LP305,020$6.56M5.98%13F-HRTimeline
UBS Group AGin group UBS Group AG289,944$6.24M<0.01%+80,54413F-HRTimelineGroup
Advisory Alpha, LLC209,315$4.5M0.12%+16,29313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC197,263$4.24M0.01%+84,37013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC176,306$3.79M<0.01%+27,25913F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC172,090$3.7M1.62%+55,61613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA157,014$3.38M<0.01%+8,57913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP146,653$3.15M<0.01%+45,47713F-HRTimelineGroup
Prospera Financial Services Inc131,333$2.82M0.05%+50,16113F-HRTimeline
Oder Investment Management, LLC124,418$2.68M1.94%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS119,766$2.58M<0.01%+6,29113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/119,599$2.57M<0.01%+45,29313F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC116,454$2.5M0.78%+4,34013F-HRTimeline
MONECO ADVISORS, LLC111,671$2.4M0.19%-12,29413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC101,731$2.19M<0.01%+11,30213F-HRTimeline
HUB Investment Partners, LLC83,662$1.8M0.05%+46,21913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC76,551$1.65M<0.01%+14,69913F-HRTimelineGroup
Turning Point Benefit Group, Inc.74,243$1.6M0.83%+21,65213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC71,206$1.53M<0.01%+2,37913F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC69,520$1.5M0.28%new13F-HRTimeline
NewEdge Advisors, LLC65,905$1.42M0.01%+87113F-HRTimeline
HARBOUR INVESTMENTS, INC.60,226$1.3M0.03%+10,35013F-HRTimeline
Steward Partners Investment Advisory, L…55,108$1.19M0.01%-6,45213F-HRTimeline
Pacific Wealth Strategies Group, Inc.54,213$1.17M0.66%+36,69813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP53,303$1.15M<0.01%-3,86013F-HRTimelineGroup
Compound Planning, Inc.51,835$1.11M0.03%+19,30813F-HRTimeline
Astoria Portfolio Advisors LLC.44,920$958K0.22%+2,50513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV41,804$899K0.24%+2,54113F-HRTimeline
Hennion & Walsh Asset Management, Inc.41,181$886K0.03%+13,28813F-HRTimeline
Segment Wealth Management, LLC39,760$855K0.05%+93013F-HRTimeline
Empirical Financial Services, LLC d.b.a…35,155$756K0.01%+79513F-HRTimeline
Ark Wealth Advisors LLC32,745$704K0.76%13F-HRTimeline
Axim Planning & Wealth32,703$703K0.75%+4,68513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…32,433$701K<0.01%+6,88213F-HRTimeline
Vermillion & White Wealth Management Gr…32,091$691K0.38%+3,93413F-HRTimeline
Clearstead Advisors, LLC31,714$682K0.01%new13F-HRTimeline
Vantage Point Financial LLC30,770$662K0.24%-54413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management30,743$661K0.01%+3,31313F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC29,706$639K<0.01%013F-HRTimelineGroup
Carnegie Investment Counsel29,129$627K0.01%+17,55013F-HRTimeline
Private Advisory Group LLC26,810$577K0.05%-20913F-HRTimeline
Topsail Wealth Management, LLC26,147$562K0.08%+5,30013F-HRTimeline
SAX WEALTH ADVISORS, LLC25,600$551K0.03%new13F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC24,300$523K0.2%-12,52013F-HRTimeline
Cambridge Investment Research Advisors,…23,003$495K<0.01%+7,45513F-HRTimeline
Net Worth Advisory Group22,769$490K0.1%+11,30913F-HRTimeline
Altrius Capital Management Inc22,134$476K0.1%new13F-HRTimeline
Farther Finance Advisors, LLC21,608$465K<0.01%+6,74513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,070$453K0.01%+4,64013F-HRTimeline
4Thought Financial Group Inc.20,287$436K0.22%-1,11813F-HRTimeline
Carrera Capital Advisors19,652$423K0.07%+32213F-HRTimeline
Key Financial Inc18,995$409K0.07%+1,16513F-HRTimeline
Ironwood Financial, llc17,673$382K0.06%+97613F-HRTimeline
AlphaStar Capital Management, LLC17,671$380K0.03%+1,12913F-HRTimeline
Sound Stewardship, LLC16,008$344K0.17%new13F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…15,314$329K0.04%+25113F-HRTimelineGroup
VestGen Advisors, LLC14,692$316K0.01%-6,97613F-HRTimeline
Integrated Wealth Concepts LLC14,669$316K<0.01%new13F-HRTimeline
Advyzon Investment Management, LLC14,208$306K0.04%+1,76613F-HRTimeline
FCA CORP /TX13,491$290K0.08%+1,13913F-HRTimeline
Cambridge Financial Group, LLC13,257$285K0.1%-22,92213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,826$276K<0.01%+2,34113F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC12,569$270K0.08%+95713F-HRTimeline
Bradley & Co. Private Wealth Management…12,270$264K0.14%013F-HRTimeline
Geneos Wealth Management Inc.12,230$263K0.01%013F-HRTimeline
Tassel Capital Management, Inc.12,117$261K0.16%+2,70913F-HRTimeline
OLD MISSION CAPITAL LLC11,831$254K0.01%-1,71913F-HRTimeline
Foundations Investment Advisors, LLC11,747$253K<0.01%-4,11113F-HRTimeline
J.W. COLE ADVISORS, INC.11,927$235K0.01%+77613F-HRTimeline
GPM Growth Investors, Inc.10,683$230K0.09%-207,76513F-HRTimeline
Wagner Wealth Management, Corp10,366$223K0.22%13F-HRTimeline
Meriwether Wealth & Planning, LLC10,287$221K0.12%+29313F-HRTimeline
Asset Dedication, LLC9,665$208K0.01%013F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC7,561$163K0.11%13F-HRTimeline
Larson Financial Group LLC7,058$152K0.01%-1,75913F-HRTimeline
Keating Financial Advisory Services, In…6,874$148K0.02%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,493$140K<0.01%-14813F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,221$134K<0.01%-2,94113F-HR/ATimelineGroup
COMERICA BANK4,698$101K<0.01%+4,00013F-HRTimeline
Horizons Wealth Management3,592$77.3K0.05%+17213F-HRTimeline
Anchor Investment Management, LLC2,430$52.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,925$41.4K<0.01%+1,47613F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1,342$28.9K0.01%013F-HRTimeline
CX Institutional1,203$26K<0.01%+4113F-HRTimeline
WOLFF WIESE MAGANA LLC1,000$21.5K0.01%new13F-HRTimeline
GAMMA Investing LLC952$20.5K<0.01%+3013F-HRTimeline
CWM, LLCin group CWM, LLC628$14K<0.01%new13F-HRTimelineGroup
Lodestone Wealth Management LLC592$12.7K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC501$10.8K<0.01%-2213F-HRTimeline
Glass Jacobson Investment Advisors llc4$87<0.01%new13F-HRTimeline