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BSJV INVESCO EXCH TRD SLF IDX FD

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BULL 2031 HI ETF (fund)

25 managers (25 13F filers) reported a position in BSJV shares at 2025-06-30, 711,373 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
25
13F filers
25
New
2
Added
10
Reduced
5
Sold out
5
Shares held by filers
711,373

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC228,378$6.09M<0.01%+12,06013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…118,945$3.17M0.06%-5,37713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC74,155$1.98M<0.01%+8,06413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY53,904$1.44M<0.01%+66313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.46,874$1.25M0.01%+12,05213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43,406$1.16M<0.01%new13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,998$560K<0.01%+10,56113F-HR/ATimelineGroup
MONECO ADVISORS, LLC18,061$482K0.04%-13513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV14,679$392K0.12%+513F-HRTimeline
4Thought Financial Group Inc.13,686$365K0.19%-46313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,606$337K<0.01%+2313F-HRTimeline
VestGen Advisors, LLC12,647$336K0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,331$302K<0.01%+9,26513F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,154$271K<0.01%-1,89813F-HRTimeline
IMA Advisory Services, Inc.10,109$270K0.03%+11013F-HRTimeline
HUB Investment Partners, LLC8,360$223K0.01%-1,58613F-HRTimeline
Key Financial Inc6,400$171K0.03%+3,58513F-HRTimeline
Geneos Wealth Management Inc.3,805$102K<0.01%013F-HRTimeline
Larson Financial Group LLC1,582$42.2K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN645$17.2K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC370$10K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…157$4.19K<0.01%013F-HRTimeline
NewEdge Advisors, LLC68$1.81K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC53$1.41K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.