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BSJV INVESCO EXCH TRD SLF IDX FD

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BULL 2031 HI ETF (fund)

28 managers (28 13F filers) reported a position in BSJV shares at 2025-03-31, 717,818 shares in all. 10 filers opened a position and 3 filers sold out during the quarter.

Managers
28
13F filers
28
New
10
Added
10
Reduced
2
Sold out
3
Shares held by filers
717,818

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC216,318$5.63M<0.01%+27,35313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…124,322$3.24M0.08%-2,25813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC68,301$1.78M<0.01%+37,62913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC66,091$1.72M<0.01%+3,18413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY53,241$1.39M<0.01%+7,76913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.34,822$906K0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,797$541K<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC20,128$524K0.01%new13F-HRTimeline
MONECO ADVISORS, LLC18,196$474K0.05%-5,20213F-HR/ATimeline
ROVIN CAPITAL /UT/ /ADV14,674$382K0.12%new13F-HRTimeline
4Thought Financial Group Inc.14,149$368K0.23%+16713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,583$328K<0.01%+15513F-HRTimeline
Cambridge Investment Research Advisors,…12,052$314K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,437$272K<0.01%+10,28713F-HRTimelineGroup
IMA Advisory Services, Inc.9,999$260K0.03%new13F-HRTimeline
HUB Investment Partners, LLC9,946$259K0.01%+49413F-HRTimeline
Geneos Wealth Management Inc.3,805$99K<0.01%013F-HRTimeline
Key Financial Inc2,815$73.3K0.02%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,066$53.8K<0.01%+14513F-HRTimelineGroup
Larson Financial Group LLC1,582$41.2K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN645$16.8K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC370$10K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG200$5.21K<0.01%+5913F-HRTimelineGroup
Steward Partners Investment Advisory, L…157$4.09K<0.01%013F-HRTimeline
NewEdge Advisors, LLC68$1.77K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC53$1.38K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$26<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.