13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
BSJS

INVESCO BUL 2028 HG YLD CR BND

152 institutions still hold INVESCO BUL 2028 HG YLD CR BND as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138j452·152 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.8%
vs prior quarter
13F value held
$289M
55.0% inst. owned
of float
Holders
152
-105 QoQ
filers reporting
Activity
+46 / −30
+773 added · −766 reduced
this quarter
Concentration
17.59%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

152 institutions reported BSJS in Q1 2026. LPL Financial LLC leads at 17.6% of the visible book. -105 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$51M2.3M0.01%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$35M1.6M0.01%Q1 202603
MORGAN STANLEY
CIK 0000895421
$26M1.2M0.00%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$26M1.2M0.00%Q1 202605
Cetera Investment Advisers
CIK 0001666741
$16M756K0.02%Q1 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$13M593K0.02%Q1 202607
UBS Group AG
CIK 0001610520
$13M590K0.00%Q1 202608
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$12M573K0.02%Q1 202609
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$11M529K0.27%Q1 202610
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$11M499K0.02%Q1 202611
HUB Investment Partners, LLC
CIK 0001841815
$11M493K0.26%Q1 202612
Parkway Wealth Management Group, LLC
CIK 0002065679
$10M465K1.29%Q1 202613
SFE Investment Counsel
CIK 0001317784
$8M384K1.31%Q1 202614
Leo Wealth, LLC
CIK 0001912202
$8M384K0.60%Q1 202615
BANTA ASSET MANAGEMENT LP
CIK 0001426960
$7M332K7.23%Q1 202616
Advisory Alpha, LLC
CIK 0001576762
$7M302K0.18%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M293K0.01%Q1 202618
AMERIPRISE FINANCIAL INC
CIK 0000820027
$6M270K0.00%Q1 202619
GPM Growth Investors, Inc.
CIK 0001799367
$6M255K2.33%Q1 202620
Verity Asset Management, Inc.
CIK 0001597298
$5M251K2.29%Q1 2026
Page 1 of 8
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