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Disclosery

BSJT INVESCO EXCH TRD SLF IDX FD

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BULETSHS 2029 HG (fund)

111 managers (111 13F filers) reported a position in BSJT shares at 2026-03-31, 14,398,166 shares in all. 14 filers opened a position and 5 filers sold out during the quarter.

Managers
111
13F filers
111
New
14
Added
65
Reduced
22
Sold out
5
Shares held by filers
14,398,166

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC2,878,145$60.5M0.02%+433,89913F-HRTimeline
Legacy Financial Group LLC840,770$17.7M2.22%+20,43613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN799,650$16.8M<0.01%+204,78513F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.602,299$13M0.08%-9,49113F-HRTimelineGroup
Cetera Investment Advisers580,655$12.2M0.01%+182,10713F-HRTimeline
UBS Group AGin group UBS Group AG483,657$10.2M<0.01%+193,71313F-HRTimelineGroup
Leo Wealth, LLC418,693$8.81M0.64%-2,75513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY415,119$8.73M<0.01%+27,50613F-HRTimelineGroup
Modern Wealth Management, LLC408,896$8.62M0.15%+2,56313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV403,580$8.49M0.01%-65,88113F-HRTimeline
IHT Wealth Management, LLC391,229$8.23M0.19%+22,08813F-HRTimeline
SFE Investment Counsel366,124$7.7M1.23%+4,05213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.359,676$7.57M0.01%-25,69213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS348,291$7.33M0.01%+228,52513F-HRTimeline
IMA Advisory Services, Inc.330,313$6.95M0.68%+10,88313F-HRTimeline
Stablepoint Partners, LLC319,190$6.71M1%new13F-HRTimeline
BANTA ASSET MANAGEMENT LP318,620$6.7M6.74%+13,60013F-HRTimeline
Advisory Alpha, LLC217,659$4.58M0.13%+8,34413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP195,551$4.07M<0.01%+48,89813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC186,679$3.93M<0.01%+10,37313F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC185,057$3.89M1.64%+12,96713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC180,297$3.79M<0.01%-16,96613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA169,579$3.57M<0.01%+12,56513F-HRTimelineGroup
Oder Investment Management, LLC145,376$3.06M2.35%+20,95813F-HRTimeline
Prospera Financial Services Inc139,140$2.93M0.05%+7,80713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC119,647$2.52M0.75%+3,19313F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC115,497$2.43M0.15%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC114,892$2.42M<0.01%+13,16113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/114,534$2.41M<0.01%-5,06513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC101,965$2.14M<0.01%+25,41413F-HR/ATimelineGroup
MONECO ADVISORS, LLC94,924$2M0.15%-16,74713F-HRTimeline
Independent Advisor Alliance80,926$1.7M0.02%new13F-HRTimeline
S.E.E.D. Planning Group LLC76,770$1.61M0.47%new13F-HRTimeline
Pacific Wealth Strategies Group, Inc.76,287$1.6M1%+22,07413F-HRTimeline
NewEdge Advisors, LLC72,752$1.53M0.01%+6,84713F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC71,654$1.51M<0.01%+44813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.70,984$1.49M0.02%+10,75813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC69,587$1.46M0.18%+6713F-HRTimeline
Turning Point Benefit Group, Inc.67,706$1.43M0.91%-6,53713F-HRTimeline
HUB Investment Partners, LLC59,931$1.26M0.03%-23,73113F-HRTimeline
Sound Stewardship, LLC54,088$1.14M0.52%+38,08013F-HRTimeline
Compound Planning, Inc.52,446$1.1M0.03%+61113F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC48,799$1.03M0.37%+24,49913F-HRTimeline
Hennion & Walsh Asset Management, Inc.46,663$982K0.03%+5,48213F-HRTimeline
Astoria Portfolio Advisors LLC.44,892$954K0.2%-2813F-HRTimeline
Ark Wealth Advisors LLC44,231$930K0.92%+11,48613F-HRTimeline
Segment Wealth Management, LLC42,440$893K0.05%+2,68013F-HRTimeline
Intrua Financial, LLC41,337$870K0.09%new13F-HRTimeline
Clearstead Advisors, LLC38,112$802K0.01%+6,39813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management37,298$785K0.01%+6,55513F-HRTimelineGroup
VectorGlobal IAG, Inc.36,099$759K0.2%13F-HRTimeline
Wagner Wealth Management, Corp35,426$745K0.67%+25,06013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…34,387$723K0.02%new13F-HRTimelineGroup
Axim Planning & Wealth33,795$711K0.87%+1,09213F-HRTimeline
Carnegie Investment Counsel33,029$695K0.01%+3,90013F-HRTimeline
Vermillion & White Wealth Management Gr…32,134$676K0.39%+4313F-HR/ATimeline
Steward Partners Investment Advisory, L…31,804$669K<0.01%-23,30413F-HRTimeline
Empirical Financial Services, LLC d.b.a…31,032$653K0.01%-4,12313F-HRTimeline
Vantage Point Financial LLC30,951$651K0.23%+18113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,927$651K<0.01%-22,37613F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC29,706$625K<0.01%013F-HRTimelineGroup
Altrius Capital Management Inc28,609$602K0.12%+6,47513F-HRTimeline
Topsail Wealth Management, LLC27,854$586K0.09%+1,70713F-HRTimeline
Net Worth Advisory Group27,683$582K0.12%+4,91413F-HRTimeline
SAX WEALTH ADVISORS, LLC25,600$551K0.03%013F-HRTimeline
Cambridge Investment Research Advisors,…25,366$534K<0.01%+2,36313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,865$502K0.01%+2,79513F-HR/ATimeline
Asset Dedication, LLC23,856$502K0.04%+14,19113F-HRTimeline
Cambridge Financial Group, LLC23,856$502K0.17%+10,59913F-HRTimeline
Private Advisory Group LLC22,323$470K0.03%-4,48713F-HRTimeline
VestGen Advisors, LLC21,970$466K0.01%+7,27813F-HRTimeline
Key Financial Inc21,399$450K0.08%+2,40413F-HRTimeline
4Thought Financial Group Inc.19,663$414K0.2%-62413F-HRTimeline
AlphaStar Capital Management, LLC18,618$392K0.03%+94713F-HRTimeline
FCA CORP /TX18,251$384K0.11%+4,76013F-HRTimeline
Integrated Wealth Concepts LLC17,253$363K<0.01%+2,58413F-HRTimeline
Tassel Capital Management, Inc.16,803$353K0.19%+4,68613F-HRTimeline
Farther Finance Advisors, LLC16,759$353K<0.01%-4,84913F-HRTimeline
Ironwood Financial, llc16,497$347K0.06%-1,17613F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…15,560$327K0.04%+24613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,140$318K<0.01%new13F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC14,760$310K0.09%+2,19113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,385$283K<0.01%-19,04813F-HRTimeline
Meriwether Wealth & Planning, LLC12,675$267K0.15%+2,38813F-HRTimeline
Bradley & Co. Private Wealth Management…12,270$258K0.14%013F-HRTimeline
Foundations Investment Advisors, LLC11,821$249K<0.01%+7413F-HRTimeline
Advyzon Investment Management, LLC11,415$240K0.02%-2,79313F-HRTimeline
Geneos Wealth Management Inc.11,050$232K0.01%-1,18013F-HRTimeline
Atria Investments, Inc10,836$228K<0.01%new13F-HRTimeline
Wealth Quarterback LLC10,026$211K0.08%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,046$190K<0.01%+2,55313F-HRTimelineGroup
Larson Financial Group LLC7,172$151K<0.01%+11413F-HRTimeline
Keating Financial Advisory Services, In…6,882$145K0.02%+813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,350$134K<0.01%+12913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,698$98.8K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.4,100$86.4K<0.01%new13F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC4,071$85.6K0.05%-3,49013F-HRTimeline
Horizons Wealth Management3,592$75.6K0.05%013F-HRTimeline
Claris Financial LLC3,106$65.3K0.04%new13F-HRTimeline
WOLFF WIESE MAGANA LLC2,438$51.3K0.03%+1,43813F-HRTimeline
Anchor Investment Management, LLC2,430$51.1K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,175$45.8K<0.01%+25013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1,342$28.2K0.01%013F-HRTimeline
CX Institutional1,222$26K<0.01%+1913F-HRTimeline
CWM, LLCin group CWM, LLC628$13.2K<0.01%013F-HRTimelineGroup
Lodestone Wealth Management LLC602$12.7K0.01%+1013F-HR/ATimeline
Aptus Capital Advisors, LLC501$10.5K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC501$10.5K<0.01%new13F-HRTimeline
Community Financial Services Group, LLC125$2.64K<0.01%new13F-HRTimeline
GAMMA Investing LLC121$2.54K<0.01%-83113F-HRTimeline
Glass Jacobson Investment Advisors llc4$87<0.01%013F-HRTimeline