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Disclosery

BSJV INVESCO EXCH TRD SLF IDX FD

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BULL 2031 HI ETF (fund)

48 managers (49 13F filers) reported a position in BSJV shares at 2026-06-30, 1,751,052 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
48
13F filers
49
New
5
Added
24
Reduced
5
Sold out
4
Shares held by filers
1,751,052

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
Equitable Holdings, Inc.in group Equitable Holdings, Inc.307,346$8.07M0.05%+40,47213F-HRTimelineGroup
LPL Financial LLC288,465$7.57M<0.01%+39,29513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY153,886$4.04M<0.01%+62,25013F-HRTimelineGroup
SFE Investment Counsel114,822$3.01M0.41%+23,01813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…100,795$2.65M0.02%-6,32213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC100,102$2.63M<0.01%+23,72713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV64,159$1.68M<0.01%new13F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA50,410$1.32M<0.01%+2,47113F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC49,761$1.31M0.07%+3513F-HRTimeline
MONECO ADVISORS, LLC49,222$1.29M0.08%+1,74613F-HRTimeline
Ark Wealth Advisors LLC48,568$1.27M1.13%+9,90413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,469$1.27M<0.01%+14,26913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/39,173$1.03M<0.01%+1,47213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,335$898K<0.01%+32,21213F-HRTimelineGroup
Jessup Wealth Management, Inc31,342$823K0.25%-58413F-HRTimeline
Cambridge Investment Research Advisors,…28,584$750K<0.01%+2,37313F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…22,107$580K0.01%-2,66213F-HRTimeline
Cetera Investment Advisers19,128$502K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,602$462K<0.01%new13F-HRTimelineGroup
VestGen Advisors, LLC17,526$460K0.01%+1,63613F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding17,047$447K+158Timeline
Modern Wealth Management, LLC16,867$443K0.01%013F-HRTimeline
4Thought Financial Group Inc.16,646$437K0.21%+77513F-HRTimeline
HARBOUR INVESTMENTS, INC.14,660$385K0.01%-18713F-HRTimeline
Farther Finance Advisors, LLC11,850$311K<0.01%+1,36813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,553$277K<0.01%+47913F-HRTimeline
UBS Group AGin group UBS Group AG10,016$263K<0.01%+2,84413F-HRTimelineGroup
Wealth Quarterback LLC9,468$249K0.08%+1,39813F-HRTimeline
IMA Advisory Services, Inc.9,440$248K0.02%013F-HRTimeline
HUB Investment Partners, LLC9,315$245K<0.01%+49913F-HRTimeline
Tassel Capital Management, Inc.8,495$223K0.1%new13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC8,065$212K0.08%013F-HRTimeline
Legacy Financial Group LLC8,023$211K0.02%new13F-HRTimeline
Key Financial Inc6,400$168K0.03%013F-HRTimeline
Geneos Wealth Management Inc.3,070$80.6K<0.01%-73513F-HRTimeline
Larson Financial Group LLC2,185$57.4K<0.01%+38013F-HRTimeline
Topsail Wealth Management, LLC1,025$26.9K<0.01%+15513F-HRTimeline
Asset Dedication, LLC765$20.1K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC370$10K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…365$9.58K<0.01%013F-HRTimeline
IFP Advisors, Inc180$4.72K<0.01%+2413F-HRTimeline
Steward Partners Investment Advisory, L…157$4.12K<0.01%013F-HRTimeline
Community Financial Services Group, LLC125$3.28K<0.01%013F-HRTimeline
NewEdge Advisors, LLC68$1.78K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC53$1.39K<0.01%013F-HRTimeline
RHL GROUP, LLC37$962<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc4$110<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$21<0.01%013F-HRTimelineGroup