Invesco BulletShares 2029 High Yield Fund(BSJT)

$21.02—

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Invesco BulletShares 2029 High Yield Fund(BSJT)

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$21.02—

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BSJT(BSJT)

BSJT

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 125 Institutional Holders

Holder	Shares	Date	Change	% Held
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	399.61K	Jun 30, 26	+399.61K	1.56%
Stablepoint Partners, LLC	340.72K	Jun 30, 26	+21.53K	1.33%
BANTA ASSET MANAGEMENT LP	322.87K	Jun 30, 26	+4.25K	1.26%
HOWARD WEALTH MANAGEMENT, LLC	207.94K	Jun 30, 26	+22.89K	0.81%
Pacific Wealth Strategies Group, Inc.	156.25K	Jun 30, 26	+79.96K	0.61%
Prospera Financial Services Inc	140.13K	Jun 30, 26	+990	0.55%
Turning Point Benefit Group, Inc.	112.14K	Jun 30, 26	+44.43K	0.44%
PRIVATE CLIENT SERVICES, LLC	77.17K	Jun 30, 26	-42.48K	0.30%
SEAVIEW INVESTMENT MANAGERS LLC	67.63K	Jun 30, 26	+18.83K	0.26%
Sound Stewardship, LLC	61.12K	Jun 30, 26	+7.03K	0.24%
Hennion & Walsh Asset Management, Inc.	48.39K	Jun 30, 26	+1.72K	0.19%
Intrua Financial, LLC	43.65K	Jun 30, 26	+2.32K	0.17%
Segment Wealth Management, LLC	42.57K	Jun 30, 26	+130	0.17%
Brookstone Capital Management	38.47K	Jun 30, 26	+1.17K	0.15%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	28.92K	Jun 30, 26	-2.11K	0.11%
INDEPENDENT FINANCIAL GROUP, LLC	28.60K	Jun 30, 26	+4.73K	0.11%
SAX WEALTH ADVISORS, LLC	25.60K	Jun 30, 26	--	0.10%
Key FInancial Inc	25.39K	Jun 30, 26	+3.99K	0.10%
Farnam Financial LLC	22.72K	Jun 30, 26	+22.72K	0.09%
Net Worth Advisory Group	17.73K	Jun 30, 26	-9.95K	0.07%
Ironwood Financial, llc	17.36K	Jun 30, 26	+867	0.07%
Farther Finance Advisors, LLC	17.18K	Jun 30, 26	+426	0.07%
Meriwether Wealth & Planning, LLC	12.68K	Jun 30, 26	--	0.05%
J.W. COLE ADVISORS, INC.	11.08K	Jun 30, 26	+11.08K	0.04%
IFP Advisors, Inc	4.06K	Jun 30, 26	+4.06K	0.02%
WOLFF WIESE MAGANA LLC	2.91K	Jun 30, 26	+471	0.01%
HORIZON FINANCIAL SERVICES, LLC	1.34K	Jun 30, 26	--	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.15K	Jun 30, 26	+1.15K	0.00%
CX Institutional	349	Jun 30, 26	-873	0.00%
Community Financial Services Group, LLC	125	Jun 30, 26	--	0.00%
GAMMA Investing LLC	121	Jun 30, 26	--	0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	--	Jun 30, 26	-13.38K	--
Lodestone Wealth Management LLC	--	Jun 30, 26	-602	--
LPL Financial LLC	2.88M	Mar 31, 26	+433.90K	11.21%
Legacy Financial Group LLC	840.77K	Mar 31, 26	+20.44K	3.27%
WELLS FARGO & COMPANY/MN	799.65K	Mar 31, 26	+204.78K	3.11%
Equitable Holdings, Inc.	602.30K	Mar 31, 26	-9.49K	2.35%
Cetera Investment Advisers	580.65K	Mar 31, 26	+182.11K	2.26%
UBS Group AG	483.66K	Mar 31, 26	+193.71K	1.88%
Leo Wealth, LLC	418.69K	Mar 31, 26	-2.75K	1.63%
MORGAN STANLEY	415.12K	Mar 31, 26	+27.51K	1.62%
Modern Wealth Management, LLC	408.90K	Mar 31, 26	+2.56K	1.59%
MERCER GLOBAL ADVISORS INC /ADV	403.58K	Mar 31, 26	-65.88K	1.57%
IHT Wealth Management, LLC	391.23K	Mar 31, 26	+22.09K	1.52%
SFE Investment Counsel	366.12K	Mar 31, 26	+4.05K	1.43%
ADVISOR GROUP HOLDINGS, INC.	359.68K	Mar 31, 26	-25.69K	1.40%
CAPTRUST FINANCIAL ADVISORS	348.29K	Mar 31, 26	+228.53K	1.36%
IMA Wealth, Inc.	330.31K	Mar 31, 26	+10.88K	1.29%
Advisory Alpha, LLC	217.66K	Mar 31, 26	+8.34K	0.85%
JONES FINANCIAL COMPANIES LLLP	195.55K	Mar 31, 26	+48.90K	0.76%
RAYMOND JAMES FINANCIAL INC	186.68K	Mar 31, 26	+10.37K	0.73%
JANE STREET GROUP, LLC	180.30K	Mar 31, 26	-16.97K	0.70%
ROYAL BANK OF CANADA	169.58K	Mar 31, 26	+12.56K	0.66%
Oder Investment Management, LLC	145.38K	Mar 31, 26	+20.96K	0.57%
LBMC INVESTMENT ADVISORS, LLC	115.50K	Mar 31, 26	+115.50K	0.45%
COMMONWEALTH EQUITY SERVICES, LLC	114.89K	Mar 31, 26	+13.16K	0.45%
BANK OF AMERICA CORP /DE/	114.53K	Mar 31, 26	-5.07K	0.45%
AMERIPRISE FINANCIAL INC	101.97K	Mar 31, 26	+25.41K	0.40%
MONECO Advisors, LLC	94.92K	Mar 31, 26	-16.75K	0.37%
Independent Advisor Alliance	80.93K	Mar 31, 26	+80.93K	0.32%
S.E.E.D. Planning Group LLC	76.77K	Mar 31, 26	+76.77K	0.30%
NewEdge Advisors, LLC	72.75K	Mar 31, 26	+6.85K	0.28%
ENVESTNET ASSET MANAGEMENT INC	71.65K	Mar 31, 26	+448	0.28%
HARBOUR INVESTMENTS, INC.	70.98K	Mar 31, 26	+10.76K	0.28%
EXCEL SECURITIES & ASSOCIATES, INC.	69.59K	Mar 31, 26	+67	0.27%
TCG Advisory Services, LLC	59.93K	Mar 31, 26	-23.73K	0.23%
Atomi Financial Group, Inc.	52.45K	Mar 31, 26	+611	0.20%
Astoria Portfolio Advisors LLC.	44.89K	Mar 31, 26	-28	0.17%
Clearstead Advisors, LLC	38.11K	Mar 31, 26	+6.40K	0.15%
VectorGlobal IAG, Inc.	36.10K	Mar 31, 26	+36.10K	0.14%
Tower Research Capital LLC (TRC)	34.39K	Mar 31, 26	+34.39K	0.13%
Axim Planning & Wealth	33.80K	Mar 31, 26	+1.09K	0.13%
Carnegie Capital Asset Management, LLC	33.03K	Mar 31, 26	+3.90K	0.13%
Vermillion & White Wealth Management Group, LLC	32.13K	Mar 31, 26	+43	0.13%
Steward Partners Investment Advisory, LLC	31.80K	Mar 31, 26	-23.30K	0.12%
Vantage Point Financial LLC	30.95K	Mar 31, 26	+181	0.12%
STIFEL FINANCIAL CORP	30.93K	Mar 31, 26	-22.38K	0.12%
BROWN ADVISORY INC	29.71K	Mar 31, 26	--	0.12%
Altrius Capital Management Inc	28.61K	Mar 31, 26	+6.47K	0.11%
Topsail Wealth Management, LLC	27.85K	Mar 31, 26	+1.71K	0.11%
Cambridge Investment Research Advisors, Inc.	25.37K	Mar 31, 26	+2.36K	0.10%
Asset Dedication, LLC	23.86K	Mar 31, 26	+14.19K	0.09%
Private Advisory Group LLC	22.32K	Mar 31, 26	-4.49K	0.09%
VestGen Advisors, LLC	21.97K	Mar 31, 26	+7.28K	0.09%
4Thought Financial Group Inc.	19.66K	Mar 31, 26	-624	0.08%
AlphaStar Capital Management, LLC	18.62K	Mar 31, 26	+947	0.07%
FCA CORP /TX	18.25K	Mar 31, 26	+4.76K	0.07%
Integrated Wealth Concepts LLC	17.25K	Mar 31, 26	+2.58K	0.07%
Tassel Capital Management, Inc.	16.80K	Mar 31, 26	+4.69K	0.07%
Alaska Wealth Advisors	15.56K	Mar 31, 26	+246	0.06%
CITADEL ADVISORS LLC	15.14K	Mar 31, 26	+15.14K	0.06%
Valtinson Bruner Financial Planning LLC	14.76K	Mar 31, 26	+2.19K	0.06%
Bradley & Co. Private Wealth Management, LLC	12.27K	Mar 31, 26	--	0.05%
Foundations Investment Advisors, LLC	11.82K	Mar 31, 26	+74	0.05%
Advyzon Investment Management, LLC	11.41K	Mar 31, 26	-2.79K	0.04%
Geneos Wealth Management Inc.	11.05K	Mar 31, 26	-1.18K	0.04%
Atria Investments, Inc	10.84K	Mar 31, 26	+10.84K	0.04%
Wealth Quarterback LLC	10.03K	Mar 31, 26	+10.03K	0.04%
Capital Analysts, LLC	9.05K	Mar 31, 26	+2.55K	0.04%
Larson Financial Group LLC	7.17K	Mar 31, 26	+114	0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.35K	Mar 31, 26	+129	0.02%
FIFTH THIRD BANCORP	4.70K	Mar 31, 26	+4.70K	0.02%
TD Waterhouse Canada Inc.	4.10K	Mar 31, 26	+4.10K	0.02%
Horizons Wealth Management	3.59K	Mar 31, 26	--	0.01%
Claris Financial LLC	3.11K	Mar 31, 26	+3.11K	0.01%
Anchor Investment Management, LLC	2.43K	Mar 31, 26	--	0.01%
PRIVATE TRUST CO NA	2.17K	Mar 31, 26	+250	0.01%
CWM, LLC	628	Mar 31, 26	--	0.00%
Aptus Capital Advisors, LLC	501	Mar 31, 26	--	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	501	Mar 31, 26	+501	0.00%
Western Wealth Management, LLC	460	Mar 31, 26	+460	0.00%
Glass Jacobson Investment Advisors llc	4	Mar 31, 26	--	0.00%
Kestra Advisory Services, LLC	--	Mar 31, 26	-12.83K	--
Carrera Capital Advisors	--	Mar 31, 26	-19.65K	--
OLD MISSION CAPITAL LLC	--	Mar 31, 26	-11.83K	--
GPM Growth Investors, Inc.	--	Mar 31, 26	-10.68K	--
ROVIN CAPITAL /UT/ /ADV	41.80K	Dec 31, 25	+2.54K	0.16%
COMERICA BANK	4.70K	Dec 31, 25	+4.00K	0.02%
Kaye Capital Management	355.56K	Jun 30, 25	+214.41K	1.38%
SUMMIT INVESTMENT ADVISORS, INC.	87.32K	Jun 30, 25	+8.71K	0.34%
Tyler-Stone Wealth Management	10.50K	Jun 30, 25	--	0.04%
RAYMOND JAMES & ASSOCIATES	31.84K	Sep 30, 24	+3.49K	0.12%
Raymond James Financial Services Advisors, Inc.	23.78K	Sep 30, 24	+4.97K	0.09%
BENJAMIN F. EDWARDS & COMPANY, INC.	1.96K	Jun 30, 24	+520	0.01%
Kalos Management, Inc.	--	Jun 30, 23	-136	--

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Holder

Date

Change

% Held

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

399.61K

Jun 30, 26

+399.61K

1.56%

Stablepoint Partners, LLC

340.72K

Jun 30, 26

+21.53K

1.33%

BANTA ASSET MANAGEMENT LP

322.87K

Jun 30, 26

+4.25K

1.26%

HOWARD WEALTH MANAGEMENT, LLC

207.94K

Jun 30, 26

+22.89K

0.81%

Pacific Wealth Strategies Group, Inc.

156.25K

Jun 30, 26

+79.96K

0.61%

Prospera Financial Services Inc

140.13K

Jun 30, 26

+990

0.55%

Turning Point Benefit Group, Inc.

112.14K

Jun 30, 26

+44.43K

0.44%

PRIVATE CLIENT SERVICES, LLC

77.17K

Jun 30, 26

-42.48K

0.30%

SEAVIEW INVESTMENT MANAGERS LLC

67.63K

Jun 30, 26

+18.83K

0.26%

Sound Stewardship, LLC

61.12K

Jun 30, 26

+7.03K

0.24%

Hennion & Walsh Asset Management, Inc.

48.39K

Jun 30, 26

+1.72K

0.19%

Intrua Financial, LLC

43.65K

Jun 30, 26

+2.32K

0.17%

Segment Wealth Management, LLC

42.57K

Jun 30, 26

+130

0.17%

Brookstone Capital Management

38.47K

Jun 30, 26

+1.17K

0.15%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

28.92K

Jun 30, 26

-2.11K

0.11%

INDEPENDENT FINANCIAL GROUP, LLC

28.60K

Jun 30, 26

+4.73K

0.11%

SAX WEALTH ADVISORS, LLC

25.60K

Jun 30, 26

0.10%

Key FInancial Inc

25.39K

Jun 30, 26

+3.99K

0.10%

Farnam Financial LLC

22.72K

Jun 30, 26

+22.72K

0.09%

Net Worth Advisory Group

17.73K

Jun 30, 26

-9.95K

0.07%

Ironwood Financial, llc

17.36K

Jun 30, 26

+867

0.07%

Farther Finance Advisors, LLC

17.18K

Jun 30, 26

+426

0.07%

Meriwether Wealth & Planning, LLC

12.68K

Jun 30, 26

0.05%

J.W. COLE ADVISORS, INC.

11.08K

Jun 30, 26

+11.08K

0.04%

IFP Advisors, Inc

4.06K

Jun 30, 26

+4.06K

0.02%

WOLFF WIESE MAGANA LLC

2.91K

Jun 30, 26

+471

0.01%

HORIZON FINANCIAL SERVICES, LLC

1.34K

Jun 30, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.15K

Jun 30, 26

+1.15K

0.00%

CX Institutional

349

Jun 30, 26

-873

0.00%

Community Financial Services Group, LLC

125

Jun 30, 26

0.00%

GAMMA Investing LLC

121

Jun 30, 26

0.00%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jun 30, 26

-13.38K

Lodestone Wealth Management LLC

Jun 30, 26

-602

LPL Financial LLC

2.88M

Mar 31, 26

+433.90K

11.21%

Legacy Financial Group LLC

840.77K

Mar 31, 26

+20.44K

3.27%

WELLS FARGO & COMPANY/MN

799.65K

Mar 31, 26

+204.78K

3.11%

Equitable Holdings, Inc.

602.30K

Mar 31, 26

-9.49K

2.35%

Cetera Investment Advisers

580.65K

Mar 31, 26

+182.11K

2.26%

UBS Group AG

483.66K

Mar 31, 26

+193.71K

1.88%

Leo Wealth, LLC

418.69K

Mar 31, 26

-2.75K

1.63%

MORGAN STANLEY

415.12K

Mar 31, 26

+27.51K

1.62%

Modern Wealth Management, LLC

408.90K

Mar 31, 26

+2.56K

1.59%

MERCER GLOBAL ADVISORS INC /ADV

403.58K

Mar 31, 26

-65.88K

1.57%

IHT Wealth Management, LLC

391.23K

Mar 31, 26

+22.09K

1.52%

SFE Investment Counsel

366.12K

Mar 31, 26

+4.05K

1.43%

ADVISOR GROUP HOLDINGS, INC.

359.68K

Mar 31, 26

-25.69K

1.40%

CAPTRUST FINANCIAL ADVISORS

348.29K

Mar 31, 26

+228.53K

1.36%

IMA Wealth, Inc.

330.31K

Mar 31, 26

+10.88K

1.29%

Advisory Alpha, LLC

217.66K

Mar 31, 26

+8.34K

0.85%

JONES FINANCIAL COMPANIES LLLP

195.55K

Mar 31, 26

+48.90K

0.76%

RAYMOND JAMES FINANCIAL INC

186.68K

Mar 31, 26

+10.37K

0.73%

JANE STREET GROUP, LLC

180.30K

Mar 31, 26

-16.97K

0.70%

ROYAL BANK OF CANADA

169.58K

Mar 31, 26

+12.56K

0.66%

Oder Investment Management, LLC

145.38K

Mar 31, 26

+20.96K

0.57%

LBMC INVESTMENT ADVISORS, LLC

115.50K

Mar 31, 26

+115.50K

0.45%

COMMONWEALTH EQUITY SERVICES, LLC

114.89K

Mar 31, 26

+13.16K

0.45%

BANK OF AMERICA CORP /DE/

114.53K

Mar 31, 26

-5.07K

0.45%

AMERIPRISE FINANCIAL INC

101.97K

Mar 31, 26

+25.41K

0.40%

MONECO Advisors, LLC

94.92K

Mar 31, 26

-16.75K

0.37%

Independent Advisor Alliance

80.93K

Mar 31, 26

+80.93K

0.32%

S.E.E.D. Planning Group LLC

76.77K

Mar 31, 26

+76.77K

0.30%

NewEdge Advisors, LLC

72.75K

Mar 31, 26

+6.85K

0.28%

ENVESTNET ASSET MANAGEMENT INC

71.65K

Mar 31, 26

+448

0.28%

HARBOUR INVESTMENTS, INC.

70.98K

Mar 31, 26

+10.76K

0.28%

EXCEL SECURITIES & ASSOCIATES, INC.

69.59K

Mar 31, 26

+67

0.27%

TCG Advisory Services, LLC

59.93K

Mar 31, 26

-23.73K

0.23%

Atomi Financial Group, Inc.

52.45K

Mar 31, 26

+611

0.20%

Astoria Portfolio Advisors LLC.

44.89K

Mar 31, 26

-28

0.17%

Clearstead Advisors, LLC

38.11K

Mar 31, 26

+6.40K

0.15%

VectorGlobal IAG, Inc.

36.10K

Mar 31, 26

+36.10K

0.14%

Tower Research Capital LLC (TRC)

34.39K

Mar 31, 26

+34.39K

0.13%

Axim Planning & Wealth

33.80K

Mar 31, 26

+1.09K

0.13%

Carnegie Capital Asset Management, LLC

33.03K

Mar 31, 26

+3.90K

0.13%

Vermillion & White Wealth Management Group, LLC

32.13K

Mar 31, 26

+43

0.13%

Steward Partners Investment Advisory, LLC

31.80K

Mar 31, 26

-23.30K

0.12%

Vantage Point Financial LLC

30.95K

Mar 31, 26

+181

0.12%

STIFEL FINANCIAL CORP

30.93K

Mar 31, 26

-22.38K

0.12%

BROWN ADVISORY INC

29.71K

Mar 31, 26

0.12%

Altrius Capital Management Inc

28.61K

Mar 31, 26

+6.47K

0.11%

Topsail Wealth Management, LLC

27.85K

Mar 31, 26

+1.71K

0.11%

Cambridge Investment Research Advisors, Inc.

25.37K

Mar 31, 26

+2.36K

0.10%

Asset Dedication, LLC

23.86K

Mar 31, 26

+14.19K

0.09%

Private Advisory Group LLC

22.32K

Mar 31, 26

-4.49K

0.09%

VestGen Advisors, LLC

21.97K

Mar 31, 26

+7.28K

0.09%

4Thought Financial Group Inc.

19.66K

Mar 31, 26

-624

0.08%

AlphaStar Capital Management, LLC

18.62K

Mar 31, 26

+947

0.07%

FCA CORP /TX

18.25K

Mar 31, 26

+4.76K

0.07%

Integrated Wealth Concepts LLC

17.25K

Mar 31, 26

+2.58K

0.07%

Tassel Capital Management, Inc.

16.80K

Mar 31, 26

+4.69K

0.07%

Alaska Wealth Advisors

15.56K

Mar 31, 26

+246

0.06%

CITADEL ADVISORS LLC

15.14K

Mar 31, 26

+15.14K

0.06%

Valtinson Bruner Financial Planning LLC

14.76K

Mar 31, 26

+2.19K

0.06%

Bradley & Co. Private Wealth Management, LLC

12.27K

Mar 31, 26

0.05%

Foundations Investment Advisors, LLC

11.82K

Mar 31, 26

+74

0.05%

Advyzon Investment Management, LLC

11.41K

Mar 31, 26

-2.79K

0.04%

Geneos Wealth Management Inc.

11.05K

Mar 31, 26

-1.18K

0.04%

Atria Investments, Inc

10.84K

Mar 31, 26

+10.84K

0.04%

Wealth Quarterback LLC

10.03K

Mar 31, 26

+10.03K

0.04%

Capital Analysts, LLC

9.05K

Mar 31, 26

+2.55K

0.04%

Larson Financial Group LLC

7.17K

Mar 31, 26

+114

0.03%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

6.35K

Mar 31, 26

+129

0.02%

FIFTH THIRD BANCORP

4.70K

Mar 31, 26

+4.70K

0.02%

TD Waterhouse Canada Inc.

4.10K

Mar 31, 26

+4.10K

0.02%

Horizons Wealth Management

3.59K

Mar 31, 26

0.01%

Claris Financial LLC

3.11K

Mar 31, 26

+3.11K

0.01%

Anchor Investment Management, LLC

2.43K

Mar 31, 26

0.01%

PRIVATE TRUST CO NA

2.17K

Mar 31, 26

+250

0.01%

CWM, LLC

628

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

501

Mar 31, 26

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

501

Mar 31, 26

+501

0.00%

Western Wealth Management, LLC

460

Mar 31, 26

+460

0.00%

Glass Jacobson Investment Advisors llc

Mar 31, 26

0.00%

Kestra Advisory Services, LLC

Mar 31, 26

-12.83K

Carrera Capital Advisors

Mar 31, 26

-19.65K

OLD MISSION CAPITAL LLC

Mar 31, 26

-11.83K

GPM Growth Investors, Inc.

Mar 31, 26

-10.68K

ROVIN CAPITAL /UT/ /ADV

41.80K

Dec 31, 25

+2.54K

0.16%

COMERICA BANK

4.70K

Dec 31, 25

+4.00K

0.02%

Kaye Capital Management

355.56K

Jun 30, 25

+214.41K

1.38%

SUMMIT INVESTMENT ADVISORS, INC.

87.32K

Jun 30, 25

+8.71K

0.34%

Tyler-Stone Wealth Management

10.50K

Jun 30, 25

0.04%

RAYMOND JAMES & ASSOCIATES

31.84K

Sep 30, 24

+3.49K

0.12%

Raymond James Financial Services Advisors, Inc.

23.78K

Sep 30, 24

+4.97K

0.09%

BENJAMIN F. EDWARDS & COMPANY, INC.

1.96K

Jun 30, 24

+520

0.01%

Kalos Management, Inc.

Jun 30, 23

-136