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Disclosery

BSJV INVESCO EXCH TRD SLF IDX FD

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BULL 2031 HI ETF (fund)

41 managers (42 13F filers) reported a position in BSJV shares at 2025-12-31, 1,450,106 shares in all. 11 filers opened a position and 3 filers sold out during the quarter.

Managers
41
13F filers
42
New
11
Added
16
Reduced
5
Sold out
3
Shares held by filers
1,450,106

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Leo Wealth, LLC274,538$7.34M0.53%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.241,455$6.45M0.04%+120,40713F-HRTimelineGroup
LPL Financial LLC204,331$5.46M<0.01%-28,40713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…113,786$3.04M0.03%+5613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY77,176$2.06M<0.01%-16,74513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC74,293$1.98M<0.01%-15813F-HRTimelineGroup
SFE Investment Counsel68,348$1.82M0.28%+44,02313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA45,865$1.23M<0.01%+32213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/39,337$1.05M<0.01%+13,22413F-HRTimelineGroup
MONECO ADVISORS, LLC36,289$969K0.08%+18,55913F-HRTimeline
Jessup Wealth Management, Inc30,198$806K0.27%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,297$782K<0.01%+4,62713F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…27,985$747K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…24,120$644K<0.01%+13,91913F-HRTimeline
Modern Wealth Management, LLC16,867$450K0.01%+3,76813F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding16,793$448K+9,289Timeline
4Thought Financial Group Inc.16,403$438K0.22%+2,72913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,094$431K<0.01%+1,46213F-HRTimeline
ORG Partners LLC15,407$411K0.07%+1,49513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV14,989$400K0.11%+1013F-HRTimeline
VestGen Advisors, LLC10,173$272K0.01%-4,17913F-HRTimeline
HARBOUR INVESTMENTS, INC.8,118$217K<0.01%+6,99513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC8,050$215K0.09%new13F-HRTimeline
HUB Investment Partners, LLC7,858$210K0.01%-4413F-HRTimeline
IMA Advisory Services, Inc.7,736$207K0.02%+1,50613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,568$202K<0.01%new13F-HRTimeline
Key Financial Inc6,400$171K0.03%013F-HRTimeline
Geneos Wealth Management Inc.3,805$102K<0.01%013F-HRTimeline
Larson Financial Group LLC1,582$42.2K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,394$37.2K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,200$32K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1,087$29K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC509$14K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC370$10K<0.01%013F-HR/ATimelineGroup
Keating Financial Advisory Services, In…365$9.75K<0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…157$4.19K<0.01%013F-HRTimeline
NewEdge Advisors, LLC68$1.82K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC53$1.42K<0.01%013F-HRTimeline
RHL GROUP, LLC37$988<0.01%13F-HRTimeline
Glass Jacobson Investment Advisors llc4$109<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$40<0.01%+113F-HRTimelineGroup