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Disclosery

BSJV INVESCO EXCH TRD SLF IDX FD

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BULL 2031 HI ETF (fund)

49 managers (50 13F filers) reported a position in BSJV shares at 2026-03-31, 1,735,941 shares in all. 12 filers opened a position and 2 filers sold out during the quarter.

Managers
49
13F filers
50
New
12
Added
21
Reduced
4
Sold out
2
Shares held by filers
1,735,941

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Leo Wealth, LLC282,511$7.34M0.53%+7,97313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.266,874$7.13M0.05%+25,41913F-HRTimelineGroup
LPL Financial LLC249,170$6.48M<0.01%+44,83913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…107,117$2.78M0.03%-6,66913F-HRTimelineGroup
SFE Investment Counsel91,804$2.39M0.38%+23,45613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY91,636$2.38M<0.01%+14,46013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC76,375$1.99M<0.01%+2,08213F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC49,726$1.29M0.08%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA47,939$1.25M<0.01%+2,07413F-HRTimelineGroup
MONECO ADVISORS, LLC47,476$1.23M0.1%+11,18713F-HRTimeline
Carnegie Investment Counsel44,900$1.17M0.02%new13F-HRTimeline
Ark Wealth Advisors LLC38,664$1.01M1%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/37,701$980K<0.01%-1,63613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,200$889K<0.01%+4,90313F-HRTimelineGroup
Jessup Wealth Management, Inc31,926$830K0.3%+1,72813F-HRTimeline
Cambridge Investment Research Advisors,…26,211$681K<0.01%+2,09113F-HRTimeline
Empirical Financial Services, LLC d.b.a…24,769$644K0.01%-3,21613F-HRTimeline
Modern Wealth Management, LLC16,867$440K0.01%013F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding16,889$438K+96Timeline
VestGen Advisors, LLC15,890$417K0.01%+5,71713F-HRTimeline
4Thought Financial Group Inc.15,871$413K0.2%-53213F-HRTimeline
HARBOUR INVESTMENTS, INC.14,847$386K0.01%+6,72913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…13,198$343K0.03%new13F-HRTimelineGroup
HRT FINANCIAL LP11,776$306K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC10,482$273K<0.01%+9,39513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,074$262K<0.01%+2,50613F-HRTimeline
IMA Advisory Services, Inc.9,440$245K0.02%+1,70413F-HRTimeline
HUB Investment Partners, LLC8,816$229K0.01%+95813F-HRTimeline
Wealth Quarterback LLC8,070$210K0.08%new13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC8,065$210K0.09%+1513F-HRTimeline
UBS Group AGin group UBS Group AG7,172$186K<0.01%new13F-HRTimelineGroup
Key Financial Inc6,400$166K0.03%013F-HRTimeline
Geneos Wealth Management Inc.3,805$98.9K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,123$54.5K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,872$48.7K<0.01%+47813F-HRTimelineGroup
Larson Financial Group LLC1,805$46.9K<0.01%+22313F-HRTimeline
Topsail Wealth Management, LLC870$22.6K<0.01%new13F-HRTimeline
Asset Dedication, LLC765$19.9K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC509$13.2K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC370$10K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…365$9.49K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…157$4.08K<0.01%013F-HRTimeline
IFP Advisors, Inc156$4.05K<0.01%new13F-HRTimeline
Community Financial Services Group, LLC125$3.26K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC68$1.77K<0.01%013F-HR/ATimeline
Aptus Capital Advisors, LLC53$1.38K<0.01%013F-HRTimeline
RHL GROUP, LLC37$962<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc4$107<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$18<0.01%013F-HR/ATimelineGroup