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BSJV INVESCO EXCH TRD SLF IDX FD

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BULL 2031 HI ETF (fund)

21 managers (21 13F filers) reported a position in BSJV shares at 2024-12-31, 638,633 shares in all. 5 filers opened a position and 0 filers sold out during the quarter.

Managers
21
13F filers
21
New
5
Added
5
Reduced
5
Sold out
0
Shares held by filers
638,633

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC188,965$4.92M<0.01%+9,07713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…126,580$3.3M0.09%-3,85713F-HRTimelineGroup
FLOW TRADERS U.S. LLC78,638$2.05M0.08%+55,16513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC62,907$1.64M<0.01%13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY45,472$1.18M<0.01%-155,93313F-HR/ATimelineGroup
Cetera Investment Advisers35,432$923K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,672$799K<0.01%+17213F-HRTimelineGroup
MONECO ADVISORS, LLC23,398$609K0.06%-5,33513F-HR/ATimeline
4Thought Financial Group Inc.13,982$364K0.23%+32713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,428$324K<0.01%-92513F-HR/ATimeline
HUB Investment Partners, LLC9,452$246K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.3,805$99.1K<0.01%new13F-HRTimeline
Key Financial Inc2,815$73.3K0.02%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,921$50K<0.01%+6413F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,295$33.7K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC370$10K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…157$4.09K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.150$3.91K<0.01%-42013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG141$3.67K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC53$1.38K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.