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BSJW INVESCO EXCH TRD SLF IDX FD

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BULL 2032 HI ETF (fund)

21 managers (21 13F filers) reported a position in BSJW shares at 2026-06-30, 615,349 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
21
13F filers
21
New
3
Added
10
Reduced
1
Sold out
1
Shares held by filers
615,349

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Equitable Holdings, Inc.in group Equitable Holdings, Inc.108,523$2.75M0.02%+93,85413F-HRTimelineGroup
MONECO ADVISORS, LLC87,707$2.22M0.14%+34413F-HRTimeline
LPL Financial LLC72,070$1.82M<0.01%-2,14113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA66,574$1.68M<0.01%+10,95813F-HRTimelineGroup
Ark Wealth Advisors LLC50,226$1.27M1.13%+10,23513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC44,969$1.14M<0.01%+60313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY37,244$942K<0.01%+36,24413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,366$844K<0.01%+8,82913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,760$576K<0.01%new13F-HRTimelineGroup
4Thought Financial Group Inc.17,132$433K0.2%+78413F-HRTimeline
VestGen Advisors, LLC17,007$430K0.01%+2,53413F-HRTimeline
SFE Investment Counsel15,880$402K0.06%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,108$357K<0.01%+1,16213F-HRTimelineGroup
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…10,237$258K0.02%013F-HRTimelineGroup
IMA Advisory Services, Inc.7,922$200K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.6,023$152K<0.01%013F-HRTimeline
Larson Financial Group LLC2,234$56.5K<0.01%013F-HRTimeline
Asset Dedication, LLC792$20K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC385$10K<0.01%013F-HRTimelineGroup
Community Financial Services Group, LLC125$3.16K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…65$1.64K<0.01%013F-HRTimeline