BSJU

Invesco Bulletshares 2030 HyETF
UnclassifiedUSCUSIP 46139W841◍ Confluence graph
Tracked 13F Holders
71
-21 QoQ
13F Value (tracked)
$154.6M
13F Moves · latest Q
26 added
5 trimmed
Recent Filings
0

Who owns BSJU?

71 tracked 13F filers

71 tracked 13F filers disclose a position in BSJU as of the latest SEC 13F filings, a combined $154.6M in reported value. 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.

#FundPosition valueSharesLast moveAs ofHistory
1Legacy Financial Group LLC
$16.6M
645K
+15%
Added · +84K sh
Q2 2026
2LPL Financial LLC
$16.0M
624K
+16%
Added · +88K sh
Q1 2026
3Trinity Legacy Partners, LLC
$10.0M
387K
+6.9%
Added · +25K sh
Q2 2026
4MERCER GLOBAL ADVISORS INC /ADV
$9.7M
378K
−4.0%
Reduced · −16K sh
Q1 2026
5Equitable Holdings, Inc.
$9.8M
378K
+13%
Added · +43K sh
Q2 2026
6SFE Investment Counsel
$7.1M
275K
+9.6%
Added · +24K sh
Q2 2026
7GPM Growth Investors, Inc.
$6.5M
252K
+16%
Added · +34K sh
Q2 2026
8Steward Partners Investment Advisory, LLC
$5.8M
225K
+30%
Added · +52K sh
Q2 2026
9MORGAN STANLEY
$5.2M
202K
+9.6%
Added · +18K sh
Q1 2026
10Cetera Investment Advisers
$4.4M
173K
+82%
Added · +78K sh
Q1 2026
11HOWARD WEALTH MANAGEMENT, LLC
$4.2M
161K
+12%
Added · +17K sh
Q2 2026
12OSAIC HOLDINGS, INC.
$3.8M
149K
+42%
Added · +44K sh
Q1 2026
13RPg Family Wealth Advisory, LLC
$3.9M
149K
−50%
Reduced · −152K sh
Q2 2026
14Advisory Alpha, LLC
$3.8M
148K
+1.1%
Added · +2K sh
Q2 2026
15RAYMOND JAMES FINANCIAL INC
$3.6M
140K
+25%
Added · +28K sh
Q1 2026
16AMERIPRISE FINANCIAL INC
$3.4M
133K
+90%
Added · +63K sh
Q1 2026
17COMMONWEALTH EQUITY SERVICES, LLC
$3.2M
127K
+0.9%
Added · +1K sh
Q1 2026
18Kinetic Wealth Investment Advisors LLC
$3.1M
120K
New
+120K sh
Q2 2026
19JONES FINANCIAL COMPANIES LLLP
$2.9M
114K
+46%
Added · +36K sh
Q1 2026
20WELLS FARGO & COMPANY/MN
$2.8M
110K
+86%
Added · +51K sh
Q1 2026
21Turning Point Benefit Group, Inc.
$2.4M
94K
+64%
Added · +37K sh
Q2 2026
22LBMC INVESTMENT ADVISORS, LLC
$2.4M
91K
~0%
Added · +37 sh
Q2 2026
23Milestones Private Investment Advisors LLC
$2.4M
91K
−0.8%
Reduced · −750 sh
Q2 2026
24HARBOUR INVESTMENTS, INC.
$2.0M
78K
+22%
Added · +14K sh
Q1 2026
25Prospera Financial Services Inc
$1.8M
68K
+1.8%
Added · +1K sh
Q2 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.

Is BSJU being bought or sold by institutions?

Last quarter, 5 funds opened a new position in BSJU and 21 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
21
funds
Reduced
5
funds
Exited
0
funds

Funds that own BSJU also own

CompanyCo-held byCombined value
SS SPDR S&P 500 ETF TRUST-USSPY36 funds$1.8B
NVIDIA CORPNVDA35 funds$6.5B
APPLE INCAAPL35 funds$4.6B
ISHARES CORE S&P 500 ETFIVV34 funds$5.0B
AMAZON.COM INCAMZN34 funds$3.2B
MICROSOFT CORPMSFT33 funds$2.5B
ALPHABET INC-CL AGOOGL33 funds$1.8B
ALPHABET INC-CL CGOOG33 funds$1.7B
INVESCO QQQ TRUST SERIES 1QQQ33 funds$1.5B
INVESCO BULLETSHARES 2029 HYBSJT33 funds$64.4M
INVESCO BULLETSHARES 2028 HYBSJS33 funds$60.0M
JPMORGAN CHASE & COJPM32 funds$1.5B

Ranked by how many of BSJU's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

47 funds+21 since Q3 2024
03468Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $89.7M

Share classes

Class13F holdersValue held
BSCWUIE158 funds$1.1B
BSCXTRD SLF IDX FD INVESCO BULLETSH115 funds$698.1M
BSCYEXCHANGE TRADED87 funds$365.4M
BSJUthis pageMF Closed and MF Open71 funds$154.6M
BSSXmc65 funds$75.8M
BSCZUIE62 funds$134.7M
BSMWExchange Traded Fund62 funds$115.8M
BSMYmc49 funds$71.1M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

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

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Ask your agent what changed in BSJU

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/BSJU/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BSJU.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BSJU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.