BSJV

Invesco Bulletshares 2031 Hy$26.14 0.58%
UnclassifiedUSCUSIP 46139W817· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
15
+5 QoQ
13F Value (tracked)
$14.3M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)7 adding · 1 trimming
Insider net (180d)$0

Price & smart-money activity

$26.14 0.58%3Y +4.6%
$23.60$24.56$25.52$26.48$27.4320232024202520262224223424310
Hover for who · click for detailEnd-of-day closing prices52w $25.68 – $26.90
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Use BSJV data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns BSJV

This stock page is the Follow view. The Build view lets your agent query BSJV owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BSJV"
Ask your agent
Use Arkolith to show who owns BSJV,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

15 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Equitable Holdings, Inc.
$7.1M
267K
+11%
Added · +25K sh
Q1 2026
2Concurrent Investment Advisors, LLC
$2.8M
107K
−5.9%
Reduced · −7K sh
Q1 2026
3LBMC INVESTMENT ADVISORS, LLC
$1.3M
50K
New
+50K sh
Q1 2026
4Carnegie Investment Counsel
$1.2M
45K
+484%
Added · +37K sh
Q1 2026
5Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma
$644K
25K
−11%
Reduced · −3K sh
Q1 2026
6Modern Wealth Management, LLC
$440K
17K
Held
Q1 2026
7VestGen Advisors, LLC
$417K
16K
+56%
Added · +6K sh
Q1 2026
8HUB Investment Partners, LLC
$229K
9K
+12%
Added · +958 sh
Q1 2026
9Geneos Wealth Management Inc.
$99K
4K
Held
Q1 2026
10Larson Financial Group LLC
$47K
2K
+14%
Added · +223 sh
Q1 2026
11CWM, LLC
$13K
509
Held
Q1 2026
12Steward Partners Investment Advisory, LLC
$4K
157
Held
Q1 2026
13IFP Advisors, Inc
$4K
156
New
+156 sh
Q1 2026
14NewEdge Advisors, LLC
$2K
68
Held
Q1 2026
15Aptus Capital Advisors, LLC
$1K
53
Held
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
5
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

30 funds+29 since Q3 2023
01530Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $30.5M

Share classes

Class13F holdersValue held
BSCWMF Closed and MF Open81 funds$817.1M
BSCXTRD SLF IDX FD INVESCO BULLETSH62 funds$563.3M
BSCYEXCHANGE TRADED50 funds$305.1M
BSMWmc46 funds$91.2M
BSSXmc44 funds$58.8M
BSJUMF Closed and MF Open40 funds$89.0M
BSCZETFs32 funds$97.6M
BSMYmc32 funds$49.4M

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

Funds that own BSJV also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV17 funds$6.4B
APPLE INCAAPL17 funds$5.0B
NVIDIA CORPNVDA17 funds$4.5B
MICROSOFT CORPMSFT17 funds$3.8B
AMAZON.COM INCAMZN17 funds$3.1B
ALPHABET INC-CL AGOOGL17 funds$2.5B
STE STR SPDR PT S&P 500 ETFSPYM17 funds$2.3B
SS SPDR S&P 500 ETF TRUST-USSPY17 funds$2.2B
VANGUARD S&P 500 ETFVOO17 funds$2.1B
JPMORGAN CHASE & COJPM17 funds$1.9B
INVESCO QQQ TRUST SERIES 1QQQ17 funds$1.9B
BERKSHIRE HATHAWAY INC-CL BBRK/B17 funds$1.8B

Ranked by how many of BSJV'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BSJV. 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.