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Data from SEC EDGAR filings: company financials and 13F holdings.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

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BSJX — Fundamentals, Valuation & Ownership | QW Research

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Invesco BulletShares 2033 High Yield Corporate Bond ETF (BSJX)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Ownership

—

of shares outstanding · 8 funds hold it

Ownership Change

—

vs last quarter

Crowding

68ᵗʰ pctl

more crowded than 68% of tracked stocks

Institutional Value

$5.0M

total position value across all 13F filers

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Institutional Holders

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Ownership trend chart requires at least 2 quarters of data.

More quarterly data is being processed.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

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Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.16%Max: 1.00%High conviction (>1%): 0

JANE STREET GROUP,

Ark Wealth Advisors

RAYMOND JAMES FINANCIAL

MONECO ADVISORS,

4Thought Financial Group

OSAIC HOLDINGS,

Community Financial Services Group,

Crowding AnalysisModerate

Holders8of 5,944

Avg: 68

Uncrowded68th percentileCrowded

Institutional Activity

Buy/Sell Ratio7x

41th percentile

7 buying1 selling

+3

New

-0

Closed

+121K

Net shares

Ownership Concentration

Top 5: 92.7%Top 10: 100.0%

JANE STREET GROUP,38.9%

Ark Wealth Advisors20.2%

RAYMOND JAMES FINANCIAL15.4%

MONECO ADVISORS,9.9%

4Thought Financial Group8.3%

Others (3)7.3%

Crowding AnalysisModerate

Holders8of 5,944

Avg: 68

Uncrowded68th percentileCrowded

Institutional Activity

Buy/Sell Ratio7x

41th percentile

7 buying1 selling

+3

New

-0

Closed

+121K

Net shares

Ownership Concentration

Top 5: 92.7%Top 10: 100.0%

JANE STREET GROUP,38.9%

Ark Wealth Advisors20.2%

RAYMOND JAMES FINANCIAL15.4%

MONECO ADVISORS,9.9%

4Thought Financial Group8.3%

Others (3)7.3%

Ownership Map

Top 8 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 8 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)