Skip to content
Disclosery

BSJU INVESCO EXCH TRD SLF IDX FD

Follow

BULLETSHS 2030 (fund)

47 managers (47 13F filers) reported a position in BSJU shares at 2025-06-30, 3,442,905 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
47
13F filers
47
New
6
Added
23
Reduced
4
Sold out
4
Shares held by filers
3,442,905

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 LLC523,003$13.6M<0.01%+246,46213F-HRTimeline
Legacy Financial Group LLC395,490$10.3M1.44%+373,14613F-HRTimeline
Trinity Legacy Partners, LLC336,228$8.72M2.12%+6,93413F-HRTimeline
RPg Family Wealth Advisory, LLC296,187$7.71M2.05%+6,44213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY281,467$7.32M<0.01%+13,51613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV258,300$6.72M0.02%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC240,471$6.26M<0.01%+232,36613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.237,888$6.19M0.05%+47,04913F-HRTimelineGroup
SFE Investment Counsel156,243$4.06M0.72%+29,73013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC129,608$3.37M<0.01%+2,88813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC53,772$1.4M<0.01%+13,77613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC46,256$1.2M<0.01%+8,12413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP42,019$1.09M<0.01%+30,58213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,680$980K<0.01%+17,29413F-HR/ATimelineGroup
Milestones Private Investment Advisors …34,508$898K0.66%13F-HRTimeline
OLD MISSION CAPITAL LLC30,648$797K0.02%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…29,633$771K0.02%+1,76113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/28,966$754K<0.01%+14,78413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,701$617K<0.01%-6,59813F-HRTimeline
MONECO ADVISORS, LLC19,210$500K0.05%-1,91613F-HRTimeline
MGO ONE SEVEN LLC18,921$492K0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…18,762$488K<0.01%+37713F-HRTimeline
Keel Point, LLC18,393$478K0.03%013F-HRTimeline
4Thought Financial Group Inc.17,910$466K0.25%-61213F-HRTimeline
HUB Investment Partners, LLC17,122$445K0.02%-10113F-HRTimeline
ROVIN CAPITAL /UT/ /ADV16,810$437K0.13%+1713F-HRTimeline
UBS Group AGin group UBS Group AG16,449$428K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.15,730$409K0.01%+9,28513F-HRTimeline
VestGen Advisors, LLC14,720$382K0.02%+4,03213F-HRTimeline
Segment Wealth Management, LLC13,780$358K0.02%+61513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,000$338K<0.01%013F-HR/ATimelineGroup
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…8,229$214K0.02%new13F-HRTimelineGroup
BridgePort Financial Solutions, LLC7,856$204K0.07%new13F-HRTimeline
Farther Finance Advisors, LLC7,352$191K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.6,885$179K0.02%013F-HRTimeline
Key Financial Inc6,450$168K0.03%+3,58013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,428$167K<0.01%+4,45013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC4,150$108K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC4,141$108K<0.01%+1713F-HRTimeline
MorganRosel Wealth Management, LLC4,116$107K0.03%013F-HRTimeline
Geneos Wealth Management Inc.2,445$63.6K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,394$36.3K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC300$7.8K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…161$4.19K<0.01%013F-HRTimeline
NewEdge Advisors, LLC68$1.77K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC55$1.43K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.