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Disclosery

BSJU INVESCO EXCH TRD SLF IDX FD

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BULLETSHS 2030 (fund)

76 managers (77 13F filers) reported a position in BSJU shares at 2026-03-31, 5,893,325 shares in all. 12 filers opened a position and 7 filers sold out during the quarter.

Managers
76
13F filers
77
New
12
Added
46
Reduced
11
Sold out
7
Shares held by filers
5,893,325

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 LLC624,275$16M<0.01%+87,60613F-HRTimeline
Legacy Financial Group LLC560,883$14.4M1.81%+15,21913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV378,417$9.68M0.01%-15,64713F-HRTimeline
Trinity Legacy Partners, LLC362,263$9.42M2.04%+10,13113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.334,660$8.74M0.06%+70,20413F-HRTimelineGroup
RPg Family Wealth Advisory, LLC301,018$7.7M1.61%+1,50113F-HRTimeline
SFE Investment Counsel250,489$6.41M1.03%+7,69513F-HRTimeline
GPM Growth Investors, Inc.217,988$5.58M2.35%+10,99113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY201,606$5.16M<0.01%+17,68213F-HRTimelineGroup
Cetera Investment Advisers173,308$4.43M<0.01%+78,01813F-HRTimeline
Steward Partners Investment Advisory, L…173,188$4.43M0.02%+172,40813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.149,363$3.82M0.01%+44,11813F-HRTimelineGroup
Advisory Alpha, LLC146,571$3.75M0.1%+5,13213F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC143,898$3.68M1.55%+10,90813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC139,983$3.58M<0.01%+28,38013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC132,612$3.39M<0.01%+62,88813F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC126,905$3.25M<0.01%+1,18513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP113,577$2.87M<0.01%+35,56113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN110,356$2.82M<0.01%+51,16113F-HR/ATimelineGroup
Milestones Private Investment Advisors …91,865$2.35M2.07%+1,74613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC91,089$2.33M0.14%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.78,053$2M0.03%+14,18313F-HRTimeline
Prospera Financial Services Inc66,752$1.71M0.03%-1,02313F-HRTimeline
Altrius Capital Management Inc59,726$1.53M0.3%+14,67813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/58,070$1.49M<0.01%-3,82513F-HRTimelineGroup
NewEdge Advisors, LLC57,897$1.48M0.01%+52,66113F-HR/ATimeline
Turning Point Benefit Group, Inc.57,341$1.48M0.94%-3,93113F-HRTimeline
Independent Advisor Alliance53,694$1.37M0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management30,651$784K0.01%+5,32313F-HRTimelineGroup
Axim Planning & Wealth27,114$694K0.85%+1,04813F-HRTimeline
Cambridge Investment Research Advisors,…26,555$680K<0.01%-3,30713F-HRTimeline
Empirical Financial Services, LLC d.b.a…26,296$673K0.01%-3,49013F-HRTimeline
UBS Group AGin group UBS Group AG25,373$649K<0.01%+88513F-HRTimelineGroup
Keel Point, LLC25,352$649K0.04%+4,68113F-HRTimeline
Ark Wealth Advisors LLC24,291$622K0.62%+5,63413F-HRTimeline
MGO ONE SEVEN LLC23,307$596K0.01%+61613F-HRTimeline
Private Advisory Group LLC23,201$594K0.04%new13F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding23,042$589K+233Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,454$575K<0.01%+3,29413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,016$563K<0.01%+3,32413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC21,288$545K0.01%+2,61713F-HR/ATimeline
Leo Wealth, LLC21,043$542K0.04%+1,48113F-HRTimeline
HUB Investment Partners, LLC18,930$484K0.01%+2,32213F-HRTimeline
VestGen Advisors, LLC17,688$457K0.01%+6,48613F-HRTimeline
Segment Wealth Management, LLC17,730$454K0.03%+2,08013F-HRTimeline
4Thought Financial Group Inc.16,217$415K0.21%-53313F-HRTimeline
MONECO ADVISORS, LLC15,775$404K0.03%+94413F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…15,648$400K0.03%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC15,479$396K0.01%+11,32913F-HRTimelineGroup
AlphaStar Capital Management, LLC14,928$382K0.03%+81313F-HRTimeline
Clearstead Advisors, LLC14,374$368K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC14,147$362K0.05%+2,99013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,809$353K<0.01%new13F-HRTimelineGroup
Net Worth Advisory Group13,534$346K0.07%new13F-HRTimeline
Farther Finance Advisors, LLC13,077$336K<0.01%-4,70113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,899$306K<0.01%-14,54313F-HRTimeline
Simplicity Wealth,LLC10,248$262K0.01%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC10,225$262K0.07%+1,66413F-HRTimeline
Meriwether Wealth & Planning, LLC9,975$255K0.14%+1,57813F-HRTimeline
IMA Advisory Services, Inc.8,494$217K0.02%+45913F-HRTimeline
Key Financial Inc8,205$210K0.04%+79013F-HRTimeline
Wealth Quarterback LLC8,045$206K0.08%new13F-HRTimeline
Keating Financial Advisory Services, In…5,725$147K0.02%013F-HRTimeline
Geneos Wealth Management Inc.5,371$137K<0.01%+2,92613F-HRTimeline
Asset Dedication, LLC4,046$104K0.01%new13F-HRTimeline
Larson Financial Group LLC2,693$68.9K<0.01%+1813F-HRTimeline
Advisory Services Network, LLC2,104$53.8K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,044$52.3K0.04%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,911$48.9K<0.01%-43,97413F-HRTimelineGroup
Horizons Wealth Management1,429$36.6K0.02%013F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC954$24.4K0.01%-6,26613F-HRTimeline
CWM, LLCin group CWM, LLC521$13.3K<0.01%013F-HRTimelineGroup
Community Financial Services Group, LLC125$3.21K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA86$2.2K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC55$1.41K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc4$106<0.01%013F-HRTimeline