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Disclosery

BSJU INVESCO EXCH TRD SLF IDX FD

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BULLETSHS 2030 (fund)

52 managers (53 13F filers) reported a position in BSJU shares at 2025-09-30, 3,821,608 shares in all. 10 filers opened a position and 3 filers sold out during the quarter.

Managers
52
13F filers
53
New
10
Added
28
Reduced
6
Sold out
3
Shares held by filers
3,821,608

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 LLC624,957$16.3M<0.01%+101,95413F-HRTimeline
Legacy Financial Group LLC454,404$11.9M1.56%+58,91413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV367,194$9.61M0.02%+108,89413F-HRTimeline
Trinity Legacy Partners, LLC344,380$8.95M2.06%+8,15213F-HRTimeline
RPg Family Wealth Advisory, LLC294,551$7.71M1.69%-1,63613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY293,132$7.67M<0.01%+11,66513F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.256,121$6.7M0.05%+18,23313F-HRTimelineGroup
SFE Investment Counsel218,401$5.71M0.91%+62,15813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC114,935$3.01M<0.01%-14,67313F-HRTimeline
F/m Investments LLC76,229$1.99M0.08%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP59,999$1.57M<0.01%+17,98013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC55,592$1.45M<0.01%+1,82013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC47,381$1.24M<0.01%+1,12513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/45,221$1.18M<0.01%+16,25513F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,911$1.17M<0.01%+7,23113F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC38,785$1.01M0.47%new13F-HRTimeline
Milestones Private Investment Advisors …35,459$928K0.63%+95113F-HRTimeline
HARBOUR INVESTMENTS, INC.32,505$850K0.02%+16,77513F-HRTimeline
Empirical Financial Services, LLC d.b.a…29,639$775K0.02%+613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,792$674K<0.01%+2,09113F-HRTimeline
MGO ONE SEVEN LLC20,772$543K0.01%+1,85113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,623$539K<0.01%+7,62313F-HRTimelineGroup
FLOW TRADERS U.S. LLC20,605$539K0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…20,431$534K<0.01%+1,66913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,275$504K<0.01%-221,19613F-HRTimelineGroup
Keel Point, LLC18,393$481K0.03%013F-HRTimeline
4Thought Financial Group Inc.17,891$468K0.24%-1913F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding17,883$467K+9,654Timeline
MONECO ADVISORS, LLC17,780$465K0.04%-1,43013F-HRTimeline
UBS Group AGin group UBS Group AG17,639$461K<0.01%+1,19013F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV17,295$452K0.13%+48513F-HR/ATimeline
HUB Investment Partners, LLC17,132$448K0.02%+1013F-HRTimeline
VestGen Advisors, LLC16,494$431K0.01%+1,77413F-HRTimeline
Segment Wealth Management, LLC14,880$389K0.02%+1,10013F-HRTimeline
ORG Partners LLC14,226$372K0.07%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,659$357K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,010$340K<0.01%+6,58213F-HRTimelineGroup
Farther Finance Advisors, LLC11,857$310K<0.01%+4,50513F-HRTimeline
Altrius Capital Management Inc8,658$226K0.05%new13F-HRTimeline
OLD MISSION CAPITAL LLC8,133$213K0.01%-22,51513F-HRTimeline
BridgePort Financial Solutions, LLC7,987$209K0.06%+13113F-HRTimeline
IMA Advisory Services, Inc.6,885$180K0.02%013F-HRTimeline
Key Financial Inc6,450$169K0.03%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,150$109K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC4,158$109K<0.01%+1713F-HRTimeline
Geneos Wealth Management Inc.2,445$64K<0.01%013F-HRTimeline
Horizons Wealth Management1,429$37.4K0.03%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,042$27K<0.01%new13F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC554$14.5K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…161$4.21K<0.01%013F-HRTimeline
NewEdge Advisors, LLC68$1.78K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC55$1.44K<0.01%013F-HRTimeline