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BSJV INVESCO EXCH TRD SLF IDX FD

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BULL 2031 HI ETF (fund)

32 managers (32 13F filers) reported a position in BSJV shares at 2025-09-30, 1,005,621 shares in all. 8 filers opened a position and 0 filers sold out during the quarter.

Managers
32
13F filers
32
New
8
Added
11
Reduced
6
Sold out
0
Shares held by filers
1,005,621

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC232,738$6.24M<0.01%+4,36013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.121,048$3.24M0.02%+74,17413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…113,730$3.05M0.05%-5,21513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY93,921$2.52M<0.01%+40,01713F-HR/ATimelineGroup
OLD MISSION CAPITAL LLC85,631$2.29M0.08%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC74,451$1.99M<0.01%+29613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA45,543$1.22M<0.01%+2,13713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/26,113$700K<0.01%+14,78213F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,670$658K<0.01%+3,67213F-HRTimelineGroup
SFE Investment Counsel24,325$652K0.1%new13F-HRTimeline
MONECO ADVISORS, LLC17,730$475K0.04%-33113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,473$415K<0.01%new13F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV14,979$401K0.11%+30013F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,632$391K<0.01%+2,02613F-HRTimeline
VestGen Advisors, LLC14,352$384K0.01%+1,70513F-HRTimeline
ORG Partners LLC13,912$373K0.07%new13F-HRTimeline
4Thought Financial Group Inc.13,674$366K0.19%-1213F-HRTimeline
Modern Wealth Management, LLC13,099$351K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…10,201$273K<0.01%+4713F-HRTimeline
HUB Investment Partners, LLC7,902$212K0.01%-45813F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…7,504$200K0.01%new13F-HRTimelineGroup
Key Financial Inc6,400$172K0.03%013F-HRTimeline
IMA Advisory Services, Inc.6,230$167K0.02%-3,87913F-HRTimeline
Geneos Wealth Management Inc.3,805$102K<0.01%013F-HRTimeline
Larson Financial Group LLC1,582$42.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,123$30.1K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC370$10K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG205$5.49K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…157$4.21K<0.01%013F-HRTimeline
NewEdge Advisors, LLC68$1.82K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC53$1.42K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$7<0.01%-64513F-HRTimelineGroupAmount filed as zero, left out of ratios.