BSJR

Invesco Bulletshares 2027 HyETF$22.39 0.03%
UnclassifiedUSCUSIP 46138J585· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
105
+7 QoQ
13F Value (tracked)
$434.0M
13F Moves · latest Q
21 added
19 trimmed
Recent Filings
0

Price & smart-money activity

$22.39 0.03%5Y -11.6%
$20.07$21.59$23.11$24.63$26.1520212022202320242025202622222572689951251932362572682983213282077
Hover for who · click for detailEnd-of-day closing prices52w $22.20 – $22.84
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Ask your agent what changed in BSJR

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BSJR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BSJR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

105 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Mirador Capital Partners LP
$53.5M
2.4M
+6.3%
Added · +143K sh
Q2 2026
2LPL Financial LLC
$44.2M
2.0M
+6.3%
Added · +117K sh
Q1 2026
3Cetera Investment Advisers
$36.1M
1.6M
+15%
Added · +210K sh
Q1 2026
4RAYMOND JAMES FINANCIAL INC
$30.4M
1.4M
+69%
Added · +554K sh
Q1 2026
5WELLS FARGO & COMPANY/MN
$26.3M
1.2M
+17%
Added · +167K sh
Q1 2026
6MORGAN STANLEY
$24.9M
1.1M
−2.4%
Reduced · −27K sh
Q1 2026
7Larson Financial Group LLC
$21.5M
960K
−0.6%
Reduced · −6K sh
Q1 2026
8Ashton Thomas Private Wealth, LLC
$17.1M
766K
+74%
Added · +326K sh
Q1 2026
9OSAIC HOLDINGS, INC.
$14.8M
662K
+75%
Added · +284K sh
Q1 2026
10MERCER GLOBAL ADVISORS INC /ADV
$13.8M
618K
+39%
Added · +175K sh
Q1 2026
11UBS Group AG
$13.0M
583K
+5.3%
Added · +29K sh
Q1 2026
12BANK OF AMERICA CORP /DE/
$12.0M
537K
+150%
Added · +322K sh
Q1 2026
13Accurate Wealth Management, LLC
$10.6M
476K
+75%
Added · +205K sh
Q2 2026
14Advisory Alpha, LLC
$9.7M
432K
+11%
Added · +42K sh
Q1 2026
15COLLECTIVE FAMILY OFFICE LLC
$8.2M
366K
+24%
Added · +72K sh
Q2 2026
16COMMONWEALTH EQUITY SERVICES, LLC
$7.0M
312K
+6.0%
Added · +18K sh
Q1 2026
17CHATHAM CAPITAL GROUP, INC.
$6.7M
298K
+18%
Added · +46K sh
Q2 2026
18Modern Wealth Management, LLC
$6.0M
268K
+3.2%
Added · +8K sh
Q1 2026
19Ark Wealth Advisors LLC
$5.2M
235K
+8.9%
Added · +19K sh
Q1 2026
20AMERIPRISE FINANCIAL INC
$4.4M
197K
+13%
Added · +22K sh
Q1 2026
21JONES FINANCIAL COMPANIES LLLP
$3.9M
176K
+6.3%
Added · +10K sh
Q1 2026
22Prospera Financial Services Inc
$3.6M
160K
+0.2%
Added · +375 sh
Q2 2026
23Kestra Advisory Services, LLC
$3.0M
133K
+6.8%
Added · +8K sh
Q1 2026
24FOUNDATIONS INVESTMENT ADVISORS, LLC
$2.9M
129K
+104%
Added · +66K sh
Q1 2026
25Tower Research Capital LLC (TRC)
$2.8M
123K
−9.4%
Reduced · −13K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
19
funds
Reduced
19
funds
Exited
0
funds

Institutional ownership over time

105 funds+43 since Q3 2024
053105Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $429.7M

Funds that own BSJR also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA51 funds$13.8B
APPLE INCAAPL51 funds$13.4B
MICROSOFT CORPMSFT51 funds$9.4B
AMAZON.COM INCAMZN51 funds$8.2B
SS SPDR S&P 500 ETF TRUST-USSPY51 funds$7.8B
ALPHABET INC-CL AGOOGL51 funds$5.8B
JPMORGAN CHASE & COJPM51 funds$4.7B
META PLATFORMS INC-CLASS AMETA51 funds$4.5B
TESLA INCTSLA51 funds$2.8B
EXXON MOBIL CORPXOM51 funds$2.8B
JOHNSON & JOHNSONJNJ51 funds$2.8B
WALMART INCWMT51 funds$2.7B

Ranked by how many of BSJR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BSJR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.