Vault-13

INVESCO EXCH TRD SLF IDX FD BSJX

BULLETSHARES · ETP · CUSIP 46139W742

12 institutional holders +4 vs Q1 2026
622,288622.3k shares reported held*
$15.3mreported value*
4 new 7 added 0 reduced 0 sold out net bought ≈ $10.2m (+422.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $24.56.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q2 25: 1Q3 25: 0Q4 25: 5Q1 26: 8Q2 26: 1212Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 20251
Q3 20250
Q4 20255
Q1 20268
Q2 202612

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q1 26: 7 bought or addedQ1 26: 1 cut or sold outQ1 26Q2 26: 11 bought or addedQ2 26: 0 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202671
Q2 2026110

Biggest buyers

IMA Advisory Services, Inc. New +292,163+292.2k
MONECO ADVISORS, LLC Added +86,931+86.9k
LPL Financial LLC Added +10,728+10.7k
Ark Wealth Advisors LLC Added +10,281+10.3k
VestGen Advisors, LLC New +8,174+8.2k
OSAIC HOLDINGS, INC. Added +5,259+5.3k
JANE STREET GROUP, LLC Added +3,772+3.8k
RAYMOND JAMES FINANCIAL INC Added +3,201+3.2k
4Thought Financial Group Inc. Added +798+798
Asset Dedication, LLC New +787+787

Biggest sellers

None

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 IMA Advisory Services, Inc. 0.46% of their portfolio DENVER, CO 292,163292.2k $7.4m $7.4m 0.46% New
2 MONECO ADVISORS, LLC 0.14% of their portfolio FAIRFIELD, CT 106,814106.8k $2.3m $2.3m 0.14% Added +86.9k +86,931
3 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 81,66281.7k $2.1m $2.1m 0.00% Added +3.8k +3,772
4 Ark Wealth Advisors LLC 1.13% of their portfolio YORBA LINDA, CA 50,71550.7k $1.3m $1.3m 1.13% Added +10.3k +10,281
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 34,05034.0k $857.0k $857.0k 0.00% Added +3.2k +3,201
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 23,24523.2k $585.0k $585.0k 0.00% Added +10.7k +10,728
7 4Thought Financial Group Inc. 0.21% of their portfolio SYOSSET, NY 17,34417.3k $436.5k $436.5k 0.21% Added +798 +798
8 VestGen Advisors, LLC 0.01% of their portfolio CHICAGO, IL 8,1748.2k $205.7k $205.7k 0.01% New
9 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 7,1397.1k $179.7k $179.7k 0.00% Added +5.3k +5,259
10 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 787787 $19.8k $19.8k 0.00% New
11 Community Financial Services Group, LLC 0.00% of their portfolio NEWPORT, VT 125125 $3.1k $3.1k 0.00% Unchanged
12 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 7070 $1.8k $1.8k 0.00% New