Invesco Bulletshares 2027 HY ETF (BSJR): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow BSJR for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 167

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$22.35

-0.1% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of BSJR (all 13F filers)

Mirador Capital Partners2.4 MType not verified+143 K
LPL Financial2.1 MWealth adviser+148 K
Cetera Investment Advisers1.7 MWealth adviser+94 K
Raymond James Financial1.4 MWealth adviser+72 K
Wells Fargo1.2 MBank or trading desk+67 K
Morgan Stanley1.1 MBank or trading desk+36 K
Osaic Holdings986 KWealth adviser+323 K
Ashton Thomas Private Wealth769 KWealth adviser+2,292
Larson Financial Group713 KType not verified−246 K
Mercer Global Advisors660 KWealth adviser+43 K

Filer	Type
Mirador Capital Partners	Type not verified	2.4 M	+143 K	$53.5M
LPL Financial	Wealth adviser	2.1 M	+148 K	$47.5M
Cetera Investment Advisers	Wealth adviser	1.7 M	+94 K	$38.1M
Raymond James Financial	Wealth adviser	1.4 M	+72 K	$31.9M
Wells Fargo	Bank or trading desk	1.2 M	+67 K	$27.8M
Morgan Stanley	Bank or trading desk	1.1 M	+36 K	$25.6M
Osaic Holdings	Wealth adviser	986 K	+323 K	$22.0M
Ashton Thomas Private Wealth	Wealth adviser	769 K	+2,292	$17.2M
Larson Financial Group	Type not verified	713 K	−246 K	$15.9M
Mercer Global Advisors	Wealth adviser	660 K	+43 K	$14.8M

Mirador Capital Partners
Shares
2.4 M
Change
+143 K
See more
Type
Type not verified
Value
$53.5M
LPL Financial
Shares
2.1 M
Change
+148 K
See more
Type
Wealth adviser
Value
$47.5M
Cetera Investment Advisers
Shares
1.7 M
Change
+94 K
See more
Type
Wealth adviser
Value
$38.1M
Raymond James Financial
Shares
1.4 M
Change
+72 K
See more
Type
Wealth adviser
Value
$31.9M
Wells Fargo
Shares
1.2 M
Change
+67 K
See more
Type
Bank or trading desk
Value
$27.8M
Morgan Stanley
Shares
1.1 M
Change
+36 K
See more
Type
Bank or trading desk
Value
$25.6M
Osaic Holdings
Shares
986 K
Change
+323 K
See more
Type
Wealth adviser
Value
$22.0M
Ashton Thomas Private Wealth
Shares
769 K
Change
+2,292
See more
Type
Wealth adviser
Value
$17.2M
Larson Financial Group
Shares
713 K
Change
−246 K
See more
Type
Type not verified
Value
$15.9M
Mercer Global Advisors
Shares
660 K
Change
+43 K
See more
Type
Wealth adviser
Value
$14.8M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗