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BSJW INVESCO EXCH TRD SLF IDX FD

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BULL 2032 HI ETF (fund)

19 managers (19 13F filers) reported a position in BSJW shares at 2026-03-31, 413,852 shares in all. 7 filers opened a position and 1 filer sold out during the quarter.

Managers
19
13F filers
19
New
7
Added
4
Reduced
4
Sold out
1
Shares held by filers
413,852

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
MONECO ADVISORS, LLC87,363$2.2M0.17%+3,99013F-HRTimeline
LPL Financial LLC74,211$1.87M<0.01%-1,35713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA55,616$1.4M<0.01%+5,30213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC44,366$1.12M<0.01%+5,96613F-HRTimelineGroup
Ark Wealth Advisors LLC39,991$1.01M1%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,537$618K<0.01%-3,92213F-HRTimelineGroup
4Thought Financial Group Inc.16,348$412K0.2%-89513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,669$378K<0.01%+96613F-HRTimelineGroup
VestGen Advisors, LLC14,473$367K0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,946$326K<0.01%-3113F-HRTimelineGroup
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…10,237$257K0.02%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…8,471$213K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,023$152K<0.01%013F-HRTimeline
Larson Financial Group LLC2,234$56.2K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,000$25.2K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC792$19.9K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC385$10K<0.01%013F-HRTimelineGroup
Community Financial Services Group, LLC125$3.15K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…65$1.64K<0.01%013F-HRTimeline