BSJR institutional holders

Invesco BulletShares 2027 High Yield Corporate Bond ETF · 171 reporting institutions · $585.7M reported value

Funds that can replace BSJR · BSJR return decomposition

Institutional holdings

Institutions reporting BSJR, largest first
InstitutionReported positionAdvisors at firmReport period
Mirador Capital Partners LP$53.5M92026-06-30
Lpl Financial LLC$47.5M23,4582026-06-30
Cetera Investment Advisers$38.1M10,3702026-06-30
Raymond James Financial Inc$31.9M02026-06-30
Wells Fargo & Company/mn$27.8M02026-06-30
Morgan Stanley$25.6M23,1852026-06-30
Osaic Holdings, Inc.$22M02026-06-30
Ashton Thomas Private Wealth, LLC$17.2M962026-06-30
Larson Financial Group LLC$15.9M672026-06-30
Mercer Global Advisors Inc /adv$14.8M02026-06-30
Bank of America Corp /de$12.4M02026-06-30
Captrust Financial Advisors$11.7M9622026-06-30
Accurate Wealth Management, LLC$10.6M492026-06-30
Altium Investment Strategies LLC$10.6M02026-06-30
Advisory Alpha, LLC$10.4M662026-06-30
Parkway Wealth Management Group, LLC$10.2M182026-06-30
UBS Group AG$8.9M02026-06-30
Collective Family Office, LLC$8.2M42026-06-30
Verity Asset Management$8.1M532026-06-30
Ironwood Financial, LLC$8M82026-06-30
Sfe Investment Counsel$8M102026-06-30
Banta Asset Management LP$7.4M32026-06-30
Commonwealth Equity Services, LLC$7.2M2,8632026-06-30
Delta Investment Management, LLC$7.1M262026-06-30
Intrua Financial, LLC$6.9M362026-06-30
Modern Wealth Management, LLC$6.9M1612026-06-30
Chatham Capital Group Inc$6.7M02026-06-30
Old Second National Bank of Aurora$5.3M02026-06-30
Ameriprise Financial Inc$5.1M02026-06-30
Howard Wealth Management, LLC$4.7M22026-06-30
Ark Wealth Advisors, LLC$4.6M32026-06-30
Oder Investment Management, LLC$4.4M52026-06-30
Jones Financial Companies LLLP$4.4M02026-06-30
Kestra Advisory Services, LLC$3.9M1,4792026-06-30
River Street Advisors LLC$3.7M102026-06-30
Pacific Wealth Strategies Group, Inc.$3.6M32026-06-30
Prospera Financial Services, Inc.$3.6M2702026-06-30
Sidoxia Capital Management, LLC$3.2M32026-06-30
Glass Jacobson Investment Advisors LLC$3.2M102026-06-30
Foundations Investment Advisors, LLC$3M3022026-06-30
Horizons Wealth Management$2.8M32026-03-31
Stifel Financial Corp$2.4M02026-06-30
Compound Planning, Inc.$2.3M752026-06-30
Invesco Ltd.$2.3M02026-06-30
Bank of Montreal /can$2.2M02026-06-30
Private Advisor Group, LLC$2.1M9272026-06-30
Jane Street Group, LLC$2M02026-06-30
Seed. Planning Group LLC$2M02026-06-30
Independent Wealth Advisors LLC$2M42026-06-30
Newedge Advisors$1.9M6012026-06-30
Royal Bank of Canada$1.9M02026-06-30
Susquehanna International Group, LLP$1.8M02026-06-30
Cwm, LLC$1.8M6672026-03-31
Paradiem, LLC$1.7M82026-06-30
MML Investors Services, LLC$1.7M5,1202026-06-30
Integrated Wealth Concepts LLC$1.7M4802026-06-30
Collaborative Fund Advisors, LLC$1.6M02026-06-30
Legacy Financial Group LLC$1.6M82026-06-30
Lbmc Investment Advisors, LLC$1.6M32026-06-30
Hub Investment Partners, LLC$1.5M1182026-06-30
TD Waterhouse Canada Inc.$1.5M02026-06-30
Altrius Capital Management Inc$1.4M02026-06-30
Lido Advisors, LLC$1.4M3202026-06-30
Sound Stewardship, LLC$1.4M92026-06-30
Kovack Advisors, Inc.$1.4M2582026-06-30
Segment Wealth Management, LLC$1.4M32026-06-30
Citadel Advisors LLC$1.3M02026-06-30
Old Mission Capital LLC$1.3M02026-06-30
Aa Financial Advisors, LLC$1.2M122026-06-30
Tower Research Capital LLC (trc)$1.1M02026-06-30
Envestnet Pmc$1.1M602026-06-30
Brookstone Capital Management$1M3372026-06-30
Vantage Point Financial LLC$975.9K162026-06-30
Wagner Wealth Management, Corp.$962.7K32026-06-30
Leo Wealth, LLC$947.9K152026-03-31
Brown Advisory Inc$939.5K02026-06-30
Hennion & Walsh Asset Management, Inc.$919K712026-06-30
Key Financial, Inc.$918.1K82026-06-30
Wealthspire Retirement, LLC$889.2K1462026-06-30
J.W. Cole Advisors, Inc.$831.7K4992026-06-30
Northwest Bancshares, Inc.$813K02026-06-30
Ausdal Financial Partners, Inc.$810.7K1892026-06-30
Farnam Financial$765.4K32026-06-30
Astoria Portfolio Advisors Llc.$736.6K122026-06-30
Bright Futures Wealth Management, Llc.$709.8K142026-06-30
Quad-Cities Investment Group, LLC$707.3K72026-06-30
Ballew Advisors Inc$702.1K92026-06-30
Axim Planning & Wealth$700K12026-06-30
Meriwether Wealth & Planning, LLC$656.6K52026-06-30
Stablepoint Partners, LLC$647.2K52026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$620.9K02026-06-30
Bxm Wealth LLC$618.8K52026-06-30
Private Advisory Group LLC$606.2K182026-06-30
Vestgen Advisors, LLC$604.9K582026-06-30
Valtinson Bruner Financial Planning LLC$603.3K72026-06-30
Clearstead; Clearstead Advisory Solutions$598.6K642026-06-30
Hb Wealth Management, LLC$596.6K1692026-06-30
Independent Financial Group, LLC$573.4K4812026-06-30
Alphastar Capital Management, LLC$568.3K1572026-06-30
Allworth Financial, LP$567.8K3172026-06-30
Steward Partners Investment Advisory, LLC$544.6K4812026-06-30
Vermillion & White Wealth Management Group, LLC$537.5K52026-06-30
Gradient Investments, LLC$525.5K312026-06-30
Atlantic Union Bankshares Corp$525.1K02026-06-30
Koss-Olinger Consulting, LLC$516.5K182026-06-30
Mgo One Seven LLC$502.2K1182026-06-30
Anchor Investment Management, LLC$469.4K62026-03-31
Topsail Wealth Management, LLC$454.3K42026-06-30
4thought Financial Group Inc.$447.2K52026-06-30
Geneos Wealth Management, Inc.$445.4K1932026-06-30
Tassel Capital Management, Inc$444.1K42026-06-30
Net Worth Advisory Group, LLC$419.6K152026-06-30
Arax Advisory Partners$399.2K2322026-06-30
Beacon Pointe Advisors, LLC$397.5K4662026-06-30
Oppenheimer & Co. Inc.$395.1K1,1662026-06-30
Carnegie Investment Counsel$379.3K372026-06-30
Farther Finance Advisors, LLC$356.1K3342026-06-30
Voisard Asset Management Group$345.9K62026-06-30
Comerica Bank$335.6K02025-12-31
Dynamic$332.7K752026-06-30
Equitable Holdings, Inc.$322.3K02026-06-30
Cra Financial Services, LLC$312.3K122026-06-30
Wealth Quarterback LLC$294.2K52026-06-30
&partners$281.3K5552026-06-30
Wespac Advisors, LLC$279.7K92026-06-30
Evexia Wealth, LLC$265.3K82026-06-30
Arete Wealth Advisors, LLC$263K1462026-06-30
Bcs Wealth Management, LLC$252.8K82026-06-30
Alaska Wealth Advisors, LLC$248.3K132026-06-30
Insight Wealth Partners, LLC$233.4K152026-06-30
Nautilus Advisors LLC$226.2K32026-06-30
Wealth Enhancement Advisory Services, LLC$223.4K1,0262026-06-30
Harbour Investments, Inc.$208.8K2472026-06-30
Gpm Growth Investors, Inc.$203.5K52026-06-30
The Nalls Sherbakoff Group, LLC$195.2K32026-06-30
Ashton Thomas Securities, LLC$168K372026-06-30
Ifp Advisors, Inc$161.9K3182026-06-30
Migdal Insurance & Financial Holdings Ltd.$149K02026-06-30
Alaska Permanent Capital Management, LLC$122.7K12026-06-30
Horizon Financial Services, LLC$109K62026-06-30
Ae Wealth Management LLC$102.3K4712026-06-30
Keating Financial Advisory Services, Inc.$74.8K252026-06-30
Ifg Advisory, LLC$65.7K1102026-06-30
Asset Dedication, LLC$64.2K112026-06-30
Alerus Financial NA$62.4K02026-06-30
Northwestern Mutual Wealth Management Co$54.9K02026-06-30
Corecap Advisors, LLC$51.2K1182026-06-30
Rialto Wealth Management, LLC$49.4K82026-06-30
United Community Bank$49.2K02026-06-30
Richards Merrill Wealth Management$42.1K92026-06-30
Wolff Wiese Magana LLC$32.3K42026-06-30
Imprint Wealth LLC$31.2K22026-06-30
Blackrock, Inc.$25.8K02026-06-30
Gamma Investing LLC$25.2K72026-06-30
Bradley & Co. Private Wealth Management, LLC$15K22026-06-30
Sarver Vrooman Wealth Advisors$14.4K42026-06-30
Fifth Third Bancorp$13.4K02026-06-30
Cbiz Investment Advisory Services, LLC$11.5K892026-06-30
Aptus Capital Advisors, LLC$9.4K212026-06-30
Private Trust Co NA$9.3K02026-06-30
Rovin Capital /ut/ /adv$7.7K02025-12-31
Aspect Partners, LLC$6.1K52026-06-30
Fiduciary Financial Advisors$3.6K512026-06-30
Community Financial Services Group, LLC$2.8K02026-06-30
Cambridge Investment Research Advisors, Inc.$1.3K3,9402026-03-31
Thrivent Financial for Lutherans$1K02026-06-30
Advisornet Wealth Partners$603582026-06-30
Janney Montgomery Scott LLC$3371,3422026-06-30
Capital Analysts, LLC$2066082026-06-30
Ima Advisory Services, Inc.$104482026-06-30
Cx Institutional$30802026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30