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Disclosery

BSJU INVESCO EXCH TRD SLF IDX FD

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BULLETSHS 2030 (fund)

72 managers (73 13F filers) reported a position in BSJU shares at 2026-06-30, 6,755,894 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
72
13F filers
73
New
5
Added
45
Reduced
10
Sold out
6
Shares held by filers
6,755,894

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 LLC1,037,638$26.8M0.01%+413,36313F-HRTimeline
Legacy Financial Group LLC645,037$16.6M1.87%+84,15413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV395,164$10.2M0.01%+16,74713F-HR/ATimeline
Trinity Legacy Partners, LLC387,313$10M2%+25,05013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.377,986$9.76M0.06%+43,32613F-HRTimelineGroup
SFE Investment Counsel274,568$7.09M0.98%+24,07913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.255,425$6.59M0.01%+106,06213F-HRTimelineGroup
GPM Growth Investors, Inc.251,932$6.5M2.72%+33,94413F-HRTimeline
Steward Partners Investment Advisory, L…225,239$5.81M0.03%+52,05113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY222,549$5.74M<0.01%+20,94313F-HRTimelineGroup
Cetera Investment Advisers217,271$5.61M0.01%+43,96313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC165,411$4.27M<0.01%+32,79913F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC160,988$4.16M1.54%+17,09013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC156,880$4.05M<0.01%+16,89713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP154,350$3.98M<0.01%+40,77313F-HRTimelineGroup
RPg Family Wealth Advisory, LLC149,328$3.85M0.64%-151,69013F-HR/ATimeline
Advisory Alpha, LLC148,157$3.82M0.09%+1,58613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN139,278$3.59M<0.01%+28,92213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC127,338$3.29M<0.01%+43313F-HRTimeline
Turning Point Benefit Group, Inc.93,853$2.42M1.04%+36,51213F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC91,126$2.35M0.13%+3713F-HRTimeline
Milestones Private Investment Advisors …91,115$2.35M1.87%-75013F-HRTimeline
HARBOUR INVESTMENTS, INC.78,538$2.03M0.03%+48513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/70,474$1.82M<0.01%+12,40413F-HRTimelineGroup
Prospera Financial Services Inc67,984$1.75M0.03%+1,23213F-HRTimeline
NewEdge Advisors, LLC60,156$1.55M<0.01%+2,25913F-HRTimeline
Altrius Capital Management Inc60,133$1.55M0.29%+40713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,907$798K<0.01%+8,45313F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management30,451$786K0.01%-20013F-HRTimelineGroup
Tudor Financial Inc.26,723$690K0.31%new13F-HR/ATimeline
Private Advisory Group LLC26,647$688K0.04%+3,44613F-HRTimeline
Axim Planning & Wealth26,541$685K0.97%-57313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC26,307$679K0.01%+5,01913F-HRTimeline
Cambridge Investment Research Advisors,…25,906$669K<0.01%-64913F-HR/ATimeline
UBS Group AGin group UBS Group AG25,645$662K<0.01%+27213F-HRTimelineGroup
Keel Point, LLC25,352$654K0.04%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…25,166$650K0.01%-1,13013F-HRTimeline
Ark Wealth Advisors LLC23,497$606K0.54%-79413F-HRTimeline
MGO ONE SEVEN LLC23,308$602K0.01%+113F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding23,301$601K+259Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,546$582K<0.01%+53013F-HRTimelineGroup
VestGen Advisors, LLC19,806$511K0.02%+2,11813F-HRTimeline
HUB Investment Partners, LLC19,555$505K0.01%+62513F-HRTimeline
Simplicity Wealth,LLC18,001$465K0.02%+7,75313F-HRTimeline
Segment Wealth Management, LLC17,730$458K0.02%013F-HRTimeline
4Thought Financial Group Inc.17,011$439K0.21%+79413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,479$400K0.01%013F-HRTimelineGroup
AlphaStar Capital Management, LLC15,003$387K0.02%+7513F-HRTimeline
Topsail Wealth Management, LLC14,762$381K0.05%+61513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,543$375K<0.01%+73413F-HRTimelineGroup
Clearstead Advisors, LLC14,325$370K<0.01%-4913F-HRTimeline
Farther Finance Advisors, LLC13,853$358K<0.01%+77613F-HRTimeline
Tassel Capital Management, Inc.12,704$328K0.15%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC11,795$304K0.08%+1,57013F-HRTimeline
Geneos Wealth Management Inc.10,404$269K0.01%+5,03313F-HRTimeline
Meriwether Wealth & Planning, LLC9,975$257K0.13%013F-HRTimeline
Wealth Quarterback LLC9,486$245K0.08%+1,44113F-HRTimeline
Net Worth Advisory Group9,179$237K0.06%-4,35513F-HRTimeline
Savvy Advisors, Inc.8,607$222K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.8,494$219K0.01%013F-HRTimeline
Key Financial Inc8,205$212K0.03%013F-HRTimeline
Keating Financial Advisory Services, In…5,725$148K0.02%013F-HRTimeline
Integrated Wealth Concepts LLC5,251$136K<0.01%new13F-HRTimeline
Larson Financial Group LLC2,712$70K<0.01%+1913F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,044$52.8K0.04%013F-HRTimeline
Asset Dedication, LLC1,724$44.5K<0.01%-2,32213F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC970$25K0.02%+1613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…753$19.4K<0.01%new13F-HRTimeline
Community Financial Services Group, LLC125$3.23K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA86$2.22K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC55$1.42K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc4$108<0.01%013F-HRTimeline