Invesco Bulletshares 2024 CBBSCOETF
13F holders, Q2 2024 (June 30)356holders −2
18new positions
25sold out
2famous investors
$20.98avg. 13F price*
At the end of Q2 2024, 356 institutions reported holding Invesco Bulletshares 2024 CB (BSCO) in their 13F filings, down 2 from Q1 2024. 18 opened new positions and 25 sold out. The largest holders were Lido Advisors, LLC ($663.9M), LPL Financial LLC ($88.6M) and Morgan Stanley ($84.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bulletshares 2024 CB
- CUSIP
- 46138J841
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $16.8M |
| Exits | 25 | $62.7M |
All 13F filers, Q1 2024 → Q2 2024: 4,599,253 shares bought and 19,510,065 shares sold, net −14,910,812 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 356 holders
| Lido Advisors, LLC | 5.50% | Reduce -11.3% | 31,522,171 | $663.9M |
| LPL Financial LLC | 0.04% | Reduce -18.6% | 4,206,865 | $88.6M |
| Morgan Stanley | 0.01% | Reduce -7.3% | 4,009,014 | $84.4M |
| TruWealth Advisors, LLC | 5.49% | Add +27.1% | 3,920,553 | $82.6M |
| Wells Fargo & Company | 0.02% | Reduce -32.4% | 3,788,424 | $79.8M |
| Bank of America Corp. | 0.01% | Reduce -26.1% | 3,539,695 | $74.5M |
| Renaissance Technologies | 0.07% | Reduce -2.9% | 2,094,800 | $44.1M |
| Asset Dedication, LLC | 2.61% | Add +0.4% | 1,788,919 | $37.7M |
| Invesco Ltd. | 0.01% | Add +21.1% | 1,741,954 | $36.7M |
| Fusion Family Wealth, LLC | 3.20% | Reduce -0.4% | 1,492,092 | $31.4M |
| Eastern Bank | 1.16% | Add +0.9% | 1,365,084 | $28.7M |
| UBS Group AG | 0.01% | Reduce -39.2% | 1,256,788 | $26.5M |
| Raymond James & Associates | 0.02% | Reduce -8.9% | 1,234,920 | $26.0M |
| Brookstone Capital Management | 0.43% | Reduce -4.9% | 1,219,305 | $25.7M |
| Campbell Wealth Management | 8.24% | Add +4.0% | 1,211,625 | $25.5M |
| Osaic Holdings, Inc. | 0.06% | Reduce -23.6% | 1,159,330 | $24.4M |
| Kaye Capital Management | 10.00% | Reduce -0.3% | 1,128,130 | $23.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -22.4% | 1,008,349 | $21.2M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +0.2% | 1,000,180 | $21.1M |
| American Planning Services, Inc. | 14.66% | Add +2.2% | 989,130 | $20.8M |
| Bluespring Wealth Management, LLC | 2.10% | Reduce -25.4% | 929,480 | $19.6M |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 902,118 | $19.0M |
| Kestra Private Wealth Services, LLC | 0.37% | Reduce -26.8% | 887,950 | $18.7M |
| Jaffetilchin Investment Partners, LLC | 1.54% | Add +5.6% | 855,335 | $18.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -45.0% | 839,583 | $17.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +3.0% | 813,029 | $17.1M |
| Kirr Marbach & Co. LLC | 4.09% | Reduce -0.1% | 807,341 | $17.0M |
| Integrated Wealth Concepts LLC | 0.23% | Reduce -10.9% | 784,602 | $16.5M |
| Milestone Asset Management, LLC | 3.93% | Reduce -36.7% | 744,699 | $15.7M |
| Stephens Inc. | 0.23% | Add +2.0% | 721,891 | $15.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.5% | 703,632 | $14.8M |
| Legacy Private Trust Co. | 1.00% | Reduce -2.6% | 671,435 | $14.1M |
| Kestra Advisory Services, LLC | 0.08% | Add +11.4% | 662,670 | $14.0M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -1.3% | 596,945 | $12.6M |
| Hudson Capital Management LLC | 4.04% | Add +2.9% | 550,061 | $11.6M |
| Citadel Advisors | 0.01% | Add +182.7% | 543,764 | $11.5M |
| Stifel Financial Corp. | 0.01% | Reduce -59.8% | 539,433 | $11.4M |
| Atria Wealth Solutions, Inc. | 0.12% | Add +1.3% | 518,489 | $10.9M |
| Davis R M Inc. | 0.22% | Reduce -10.8% | 511,038 | $10.8M |
| Cornerstone Wealth Management, LLC | 0.83% | Reduce -0.1% | 509,213 | $10.7M |
| MML Investors Services, LLC | 0.04% | Add +9.6% | 503,775 | $10.6M |
| Focus Partners Wealth | 0.04% | Add +1.9% | 496,887 | $10.5M |
| Webster Bank, N. A. | 1.13% | Reduce -0.7% | 489,264 | $10.3M |
| BCS Wealth Management | 4.77% | Add +0.2% | 465,345 | $9.8M |
| Vaughan David Investments LLC | 0.24% | Add +0.4% | 447,460 | $9.4M |
| OneDigital Investment Advisors LLC | 0.12% | Add +248.7% | 443,965 | $9.3M |
| Private Advisor Group, LLC | 0.05% | Reduce -9.1% | 387,690 | $8.2M |
| Jane Street Group, LLC | 0.01% | Add +270.1% | 385,931 | $8.1M |
| Gryphon Financial Partners LLC | 1.19% | Reduce -8.3% | 376,292 | $7.9M |
| Rebalance, LLC | 0.63% | Reduce -2.7% | 370,711 | $7.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +35.8% | 370,106 | $7.8M |
| McCarthy & Cox | 2.78% | Reduce -46.5% | 343,364 | $7.2M |
| Mgo One Seven LLC | 0.34% | Reduce -0.5% | 337,228 | $7.1M |
| Hengehold Capital Management LLC | 0.72% | Add +1.0% | 328,547 | $6.9M |
| Sound Stewardship, LLC | 3.98% | Reduce -1.6% | 311,317 | $6.6M |
| Diversify Advisory Services, LLC | 0.35% | New | 302,386 | $6.4M |
| Mariner, LLC | 0.01% | Reduce -49.4% | 301,222 | $6.3M |
| AMJ Financial Wealth Management | 1.91% | Add +11.6% | 292,021 | $6.1M |
| Summit Investment Advisory Services, LLC | 6.95% | New | 280,499 | $5.9M |
| Marietta Wealth Management, LLC | 0.90% | Reduce -0.4% | 273,184 | $5.8M |
| Camelot Portfolios, LLC | 3.20% | Add +24.3% | 268,743 | $5.7M |
| Cetera Investment Advisers | 0.01% | Reduce -7.2% | 264,805 | $5.6M |
| Waverly Advisors, LLC | 0.11% | Reduce -5.2% | 262,025 | $5.5M |
| Straight Path Wealth Management | 2.81% | Add +5.2% | 260,109 | $5.5M |
| Morton Community Bank | 1.55% | Add +1.4% | 259,820 | $5.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -58.0% | 249,358 | $5.3M |
| Ledgewood Wealth Advisors, LLC | 4.42% | Add +8.6% | 243,637 | $5.1M |
| Fca Corp. | 1.64% | Reduce -0.3% | 243,192 | $5.1M |
| Ironwood Financial, llc | 1.13% | Reduce -33.5% | 238,844 | $5.0M |
| NewEdge Advisors, LLC | 0.04% | Add +4.6% | 236,435 | $5.0M |
| Exchange Capital Management, Inc. | 0.80% | Reduce -4.5% | 234,181 | $4.9M |
| Equitable Holdings, Inc. | 0.05% | Reduce -4.3% | 229,933 | $4.8M |
| Lantz Financial LLC | 1.46% | Add +3.5% | 223,478 | $4.7M |
| Trilogy Capital Inc. | 0.25% | Reduce -11.0% | 218,882 | $4.6M |
| Berger Financial Group, Inc | 0.36% | Add +10.4% | 216,914 | $4.6M |
| Blue Barn Wealth, LLC | 2.54% | Reduce -25.2% | 216,562 | $4.6M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +0.7% | 214,828 | $4.5M |
| Carnegie Investment Counsel | 0.14% | Reduce -13.9% | 209,856 | $4.4M |
| Goepper Burkhardt LLC | 1.96% | Reduce -1.3% | 205,675 | $4.3M |
| Gradient Investments LLC | 0.10% | Reduce -8.2% | 204,645 | $4.3M |
| Strategic Family Wealth Counselors, L.L.C. | 1.61% | Reduce -3.6% | 200,766 | $4.2M |
| Captrust Financial Advisors | 0.01% | Add +15.3% | 197,712 | $4.2M |
| IRON Financial LLC | 2.30% | Reduce -9.2% | 194,706 | $4.1M |
| 4Thought Financial Group Inc. | 2.49% | Add +5.2% | 190,138 | $4.0M |
| Resonant Capital Advisors, LLC | 0.32% | Reduce -4.3% | 188,871 | $4.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.5% | 183,526 | $3.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.1% | 183,214 | $3.9M |
| RVW Wealth, LLC | 0.39% | Reduce -5.3% | 183,198 | $3.9M |
| St. Louis Financial Planners Asset Management, LLC | 3.21% | Add +2.0% | 176,921 | $3.7M |
| Krilogy Financial LLC | 0.27% | Add +0.6% | 171,720 | $3.6M |
| Curbstone Financial Management Corp | 0.78% | Reduce -4.1% | 170,410 | $3.6M |
| Delta Investment Management, LLC | 0.77% | Add +65.4% | 165,610 | $3.5M |
| Gladstone Institutional Advisory LLC | 0.18% | Add +6.5% | 165,413 | $3.5M |
| JPMorgan Chase & Co. | 0.00% | Add +55.8% | 163,285 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +155.0% | 162,527 | $3.4M |
| Moneco Advisors, LLC | 0.49% | Add +84.4% | 159,727 | $3.4M |
| Addison Advisors LLC | 1.06% | Add +3.4% | 156,601 | $3.3M |
| Horizons Wealth Management | 2.61% | Reduce -39.2% | 154,667 | $3.3M |
| Colton Groome Financial Advisors, LLC | 1.22% | Reduce -10.7% | 146,990 | $3.1M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -28.6% | 144,417 | $3.0M |
| Montag A & Associates Inc. | 0.15% | Reduce -22.4% | 142,273 | $3.0M |
| Red Spruce Capital, LLC | 1.39% | Reduce -20.4% | 141,649 | $3.0M |
| Geneos Wealth Management Inc. | 0.13% | Reduce -0.1% | 141,520 | $3.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | Add +18.2% | 137,299 | $2.9M |
| AlphaStar Capital Management, LLC | 0.27% | Add +13.3% | 136,931 | $2.9M |
| Redwood Financial Network Corp | 2.38% | Reduce -4.3% | 134,530 | $2.8M |
| Beacon Financial Group | 0.32% | Reduce -11.9% | 133,840 | $2.8M |
| Oder Investment Management, LLC | 2.50% | Reduce -2.0% | 130,939 | $2.8M |
| Pathstone Holdings, LLC | 0.01% | No change | 128,901 | $2.7M |
| HM Payson & Co. | 0.05% | Reduce -6.2% | 128,401 | $2.7M |
| Truist Financial Corp. | 0.00% | Reduce -0.1% | 127,140 | $2.7M |
| Altus Wealth Group LLC | 1.30% | Reduce -25.0% | 123,636 | $2.6M |
| Keel Point, LLC | 0.23% | Add +7.2% | 122,662 | $2.6M |
| Stonebridge Capital Advisors LLC | 0.23% | Reduce -56.4% | 122,680 | $2.6M |
| Strid Group, LLC | 0.43% | Reduce -3.2% | 122,292 | $2.6M |
| Courier Capital LLC | 0.20% | Reduce -9.2% | 121,947 | $2.6M |
| Kohmann Bosshard Financial Services, LLC | 0.33% | Add +0.1% | 118,030 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -2.1% | 115,589 | $2.4M |
| G2 Capital Management, LLC / Oh | 0.72% | Add +0.9% | 109,789 | $2.3M |
| Paradiem, LLC | 0.58% | Reduce -0.2% | 109,301 | $2.3M |
| Secure Asset Management, LLC | 0.43% | Add +3.4% | 108,353 | $2.3M |
| US Bancorp \de | 0.00% | Reduce -2.4% | 107,417 | $2.3M |
| Pacific Wealth Strategies Group, Inc. | 1.84% | Reduce -1.1% | 105,554 | $2.2M |
| AA Financial Advisors, LLC | 0.77% | Reduce -2.6% | 103,357 | $2.2M |
| Denver Wealth Management, Inc. | 1.08% | Reduce -19.5% | 102,814 | $2.2M |
| Savant Capital, LLC | 0.02% | Add +50.0% | 102,285 | $2.2M |
| Old Port Advisors | 0.64% | Reduce -9.8% | 102,162 | $2.2M |
| Guardian Wealth Advisors, LLC / NC | 0.25% | Add +5.1% | 101,542 | $2.1M |
| Sanctuary Advisors, LLC | 0.02% | — | 101,716 | $2.1M |
| Silverlake Wealth Management LLC | 0.86% | Add +5.9% | 100,118 | $2.1M |
| Hobbs Group Advisors, LLC | 0.79% | — | 98,362 | $2.1M |
| Capital Analysts, LLC | 0.09% | Add +7.9% | 93,070 | $2.0M |
| Leavell Investment Management, Inc. | 0.11% | Reduce -13.7% | 90,562 | $1.9M |
| TLWM | 0.41% | No change | 88,848 | $1.9M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Reduce -75.0% | 87,000 | $1.8M |
| LM Advisors LLC | 0.36% | Add +0.1% | 86,695 | $1.8M |
| Novare Capital Management LLC | 0.16% | Reduce -8.2% | 85,391 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Reduce -12.4% | 84,548 | $1.8M |
| Ellevest, Inc. | 0.10% | Add +7.5% | 79,943 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -49.4% | 74,769 | $1.6M |
| Sentinel Pension Advisors, LLC | 0.32% | Reduce -21.1% | 73,823 | $1.6M |
| Nikulski Financial, Inc. | 0.49% | Reduce -2.7% | 72,576 | $1.5M |
| Evexia Wealth LLC | 0.56% | Reduce -1.8% | 70,934 | $1.5M |
| Ballew Advisors, Inc | 0.93% | Reduce -26.8% | 66,605 | $1.4M |
| Sawgrass Asset Management LLC | 0.15% | Reduce -1.0% | 64,978 | $1.4M |
| Astoria Portfolio Advisors LLC. | 0.49% | Add +0.6% | 64,520 | $1.4M |
| New Potomac Partners, LLC | 0.74% | Reduce -10.0% | 64,430 | $1.4M |
| Laurel Wealth Advisors LLC | 0.24% | Reduce -24.1% | 63,804 | $1.3M |
| Flaharty Asset Management, LLC | 0.20% | Reduce -10.3% | 63,175 | $1.3M |
| Kickstand Ventures, Llc. | 0.36% | Reduce -36.2% | 63,005 | $1.3M |
| Prospera Financial Services Inc | 0.04% | Reduce -3.9% | 61,398 | $1.3M |
| Leo Wealth, LLC | 0.13% | No change | 61,233 | $1.3M |
| Voisard Asset Management Group, Inc. | 0.58% | Add +8.2% | 56,169 | $1.2M |
| Sculati Wealth Management, LLC | 0.49% | Reduce -1.5% | 54,498 | $1.1M |
| SMI Advisory Services, LLC | 0.28% | Reduce -8.6% | 54,324 | $1.1M |
| Continuum Wealth Advisors, LLC | 0.60% | Reduce -5.9% | 53,933 | $1.1M |
| Brown Advisory Inc. | 0.00% | No change | 53,774 | $1.1M |
| Legacy Financial Group LLC | 0.22% | Reduce -54.5% | 53,761 | $1.1M |
| Atria Investments, Inc | 0.01% | New | 52,346 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | Reduce -1.2% | 52,054 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -3.5% | 51,916 | $1.1M |
| Vermillion & White Wealth Management Group, LLC | 0.82% | Add +0.3% | 51,896 | $1.1M |
| Key Financial Inc | 0.26% | Add +23.0% | 51,700 | $1.1M |
| Roundview Capital LLC | 0.09% | Reduce -2.3% | 51,650 | $1.1M |
| Avior Wealth Management, LLC | 0.05% | Reduce -23.8% | 51,156 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Add +186.2% | 50,453 | $1.1M |
| Edge Wealth Management LLC | 0.22% | Reduce -35.5% | 49,479 | $1.0M |
| Koss-Olinger Consulting, LLC | 0.10% | New | 49,142 | $1.0M |
| First Fiduciary Investment Counsel, Inc. | 0.22% | Reduce -3.4% | 48,085 | $1.0M |
| Heritage Trust Co | 0.13% | Add +40.6% | 47,872 | $1.0M |
| Hills Bank & Trust Co | 0.08% | Add +23.7% | 47,268 | $995K |
| Apeiron RIA LLC | 0.30% | Add +1.6% | 46,566 | $981K |
| Butensky & Cohen Financial Security, Inc. | 0.30% | Add +6.3% | 44,935 | $946K |
| Creative Planning | 0.00% | Reduce -0.8% | 44,902 | $946K |
| Farther Finance Advisors, LLC | 0.04% | Add +15.4% | 43,637 | $919K |
| Claro Advisors Inc. | 0.14% | Reduce -4.4% | 43,200 | $910K |
| Apella Capital, LLC | 0.04% | Add +0.2% | 42,700 | $900K |
| Optimum Investment Advisors | 0.40% | Reduce -1.6% | 42,092 | $886K |
| Sigma Planning Corp | 0.03% | Reduce -78.0% | 42,034 | $885K |
| Sensible Money, LLC | 0.43% | Add +1.4% | 42,012 | $885K |
| Global Financial Private Client, LLC | 0.36% | Add +0.8% | 41,287 | $870K |
| Kessler Investment Group, LLC | 0.47% | Reduce -6.8% | 40,978 | $863K |
| Cypress Wealth Services, LLC | 0.19% | Reduce -4.4% | 40,580 | $855K |
| Country Club Bank | 0.06% | Reduce -57.6% | 39,875 | $839K |
| Well Done, LLC | 0.17% | No change | 39,295 | $828K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -47.3% | 38,953 | $820K |
| American Institute for Advanced Investment Management, LLP | 0.62% | Reduce -9.8% | 38,720 | $815K |
| Tyler-Stone Wealth Management | 0.33% | Add +40.0% | 38,385 | $808K |
| Solitude Financial Services | 0.38% | Reduce -76.7% | 38,358 | $808K |
| Tennessee Valley Asset Management Partners | 0.15% | Add +17.6% | 38,185 | $804K |
| Blue Square Asset Management, LLC | 0.47% | No change | 38,043 | $801K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -2.4% | 37,045 | $780K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -14.6% | 36,189 | $762K |
| Wealthspire Retirement, LLC | 0.06% | Reduce -22.0% | 35,800 | $754K |
| SFE Investment Counsel | 0.17% | Reduce -44.5% | 35,598 | $750K |
| Sterneck Capital Management, LLC | 0.42% | Reduce -4.5% | 35,398 | $745K |
| Coordinated Financial Services, Inc. | 0.64% | Reduce -3.4% | 34,884 | $735K |
| Total Wealth Planning, LLC | 0.12% | No change | 33,637 | $710K |
| Benedict Financial Advisors Inc. | 0.18% | Reduce -4.0% | 33,597 | $708K |
| Strategic Financial Concepts, LLC | 0.41% | Add +988.2% | 475,994 | $707K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.28% | Reduce -4.1% | 33,489 | $705K |
| D.A. Davidson & Co. | 0.01% | Reduce -34.4% | 33,246 | $700K |
| Coastwise Capital Group, LLC | 0.68% | Reduce -0.1% | 33,169 | $699K |
| Blossom Wealth Management | 1.50% | Reduce -3.3% | 32,705 | $689K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -27.5% | 32,130 | $677K |
| Principal Securities, Inc. | 0.02% | Add +22.2% | 32,089 | $676K |
| Savvy Advisors, Inc. | 0.22% | New | 31,723 | $668K |
| Heron Bay Capital Management | 0.14% | No change | 31,605 | $666K |
| RFG Advisory, LLC | 0.02% | Reduce -14.4% | 31,388 | $661K |
| Wintrust Investments LLC | 0.05% | Add +0.3% | 31,326 | $660K |
| Cibc World Market Inc. | 0.00% | Add +1.3% | 31,225 | $658K |
| Revolve Wealth Partners, LLC | 0.11% | Reduce -1.0% | 30,662 | $646K |
| CGN Advisors LLC | 0.07% | Add +0.1% | 30,438 | $641K |
| Franklin Resources Inc. | 0.00% | Reduce -24.2% | 29,845 | $629K |
| Western Wealth Management, LLC | 0.05% | Reduce -27.2% | 29,349 | $618K |
| True Vision MN LLC | 0.40% | Reduce -1.1% | 29,090 | $613K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 28,881 | $608K |
| FC Advisory LLC | 0.22% | Add +4.5% | 28,565 | $602K |
| Kades & Cheifetz LLC | 0.37% | Add +0.8% | 28,096 | $592K |
| Waycross Investment Management Co | 0.57% | Reduce -14.4% | 28,020 | $590K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -16.2% | 27,500 | $579K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -12.0% | 27,410 | $577K |
| Stephenson & Company, Inc. | 0.42% | No change | 26,988 | $568K |
| ProVise Management Group, LLC | 0.05% | Reduce -52.6% | 26,906 | $567K |
| Hanover Advisors Inc. | 0.25% | Reduce -8.0% | 26,525 | $559K |
| Advisory Services Network, LLC | 0.01% | Reduce -10.2% | 26,401 | $556K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 26,361 | $555K |
| Arete Wealth Advisors, LLC | 0.04% | Add +10.1% | 25,911 | $545K |
| Wayfinding Financial, LLC | 0.29% | Reduce -1.3% | 24,327 | $512K |
| Divergent Wealth Advisors | 0.10% | Reduce -27.7% | 23,755 | $500K |
| CBIZ Investment Advisory Services, LLC | 0.03% | Add +0.5% | 23,160 | $488K |
| HUB Investment Partners, LLC | 0.02% | Reduce -13.4% | 22,350 | $471K |
| Glen Eagle Advisors, LLC | 0.09% | Reduce -3.0% | 22,175 | $467K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.1% | 21,984 | $463K |
| Retirement Solution LLC | 0.12% | Add +0.9% | 21,266 | $448K |
| Arkadios Wealth Advisors | 0.03% | Add +43.5% | 20,968 | $442K |
| Cerity Partners LLC | 0.00% | Reduce -12.2% | 20,782 | $438K |
| ETF Store, Inc. | 0.43% | Reduce -59.1% | 19,900 | $419K |
| Shufro Rose & Co. LLC | 0.03% | Reduce -18.7% | 19,561 | $412K |
| Foundations Investment Advisors, LLC | 0.01% | Add +40.9% | 19,054 | $401K |
| Stiles Financial Services Inc | 0.15% | Reduce -16.2% | 18,786 | $396K |
| Garrett Wealth Advisory Group, LLC | 0.14% | No change | 18,397 | $387K |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -9.7% | 18,327 | $386K |
| Comerica Bank | 0.00% | Reduce -36.9% | 18,171 | $383K |
| IFP Advisors, Inc | 0.02% | Add +0.3% | 18,118 | $382K |
| Cozad Asset Management Inc. | 0.04% | No change | 17,823 | $375K |
| Wulff, Hansen & Co. | 0.37% | No change | 17,725 | $373K |
| MCF Advisors LLC | 0.03% | No change | 17,528 | $369K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 17,500 | $369K |
| Level Four Advisory Services, LLC | 0.02% | Add +35.8% | 17,206 | $362K |
| Compound Planning, Inc. | 0.03% | Add +2.3% | 17,197 | $362K |
| Snowden Capital Advisors LLC | 0.01% | No change | 16,987 | $358K |
| WESPAC Advisors, LLC | 0.28% | Reduce -48.5% | 16,972 | $357K |
| Kaydan Wealth Management, Inc. | 0.12% | Add +0.0% | 16,130 | $340K |
| CRA Financial Services, LLC | 0.07% | New | 15,875 | $334K |
| Foundry Financial Group, Inc. | 0.23% | No change | 15,717 | $331K |
| TPG Financial Advisors, LLC | 0.15% | — | 15,419 | $325K |
| DAVENPORT & Co LLC | 0.00% | Reduce -7.5% | 15,300 | $322K |
| Jones Financial Companies LLLP | 0.00% | Add +4186.7% | 15,175 | $320K |
| Independent Financial Group, LLC | 0.01% | Add +1.4% | 14,867 | $313K |
| FinTrust Capital Advisors, LLC | 0.06% | Reduce -6.4% | 14,850 | $313K |
| Founders Financial Securities LLC | 0.03% | Add +18.8% | 14,693 | $309K |
| Valmark Advisers, Inc. | 0.01% | Add +6.6% | 14,648 | $308K |
| Mirador Capital Partners LP | 0.06% | Reduce -85.8% | 14,624 | $308K |
| Sigma Investment Counselors Inc. | 0.02% | Add +1.2% | 14,587 | $307K |
| Levy Wealth Management Group, LLC | 0.08% | No change | 14,547 | $306K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -3.3% | 14,503 | $305K |
| Proficio Capital Partners LLC | 0.03% | Add +0.9% | 14,269 | $301K |
| Clearstead Advisors, LLC | 0.01% | New | 14,003 | $295K |
| O'ROURKE & COMPANY, Inc | 0.16% | Add +0.3% | 13,897 | $293K |
| Ti-Trust, Inc. | 0.23% | No change | 13,885 | $292K |
| 1834 Investment Advisors Co. | 0.04% | Reduce -67.2% | 13,782 | $290K |
| Regal Investment Advisors LLC | 0.02% | Reduce -4.0% | 13,623 | $287K |
| IFG Advisory, LLC | 0.02% | Reduce -10.8% | 13,609 | $287K |
| Motco | 0.02% | Reduce -20.0% | 13,470 | $284K |
| Harbour Investments, Inc. | 0.01% | Add +2.0% | 13,073 | $275K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 12,915 | $272K |
| Old Mission Capital LLC | 0.01% | Reduce -77.8% | 12,847 | $271K |
| Householder Group Estate & Retirement Specialist, LLC | 0.07% | Reduce -8.6% | 12,652 | $266K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -11.6% | 12,016 | $253K |
| IHT Wealth Management, LLC | 0.01% | Reduce -52.6% | 11,908 | $251K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 11,893 | $250K |
| Allworth Financial LP | 0.00% | No change | 11,783 | $249K |
| Chris Bulman Inc | 0.16% | — | 11,295 | $238K |
| Invera Wealth Advisors, LLC | 0.24% | Reduce -6.9% | 11,176 | $236K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -50.6% | 10,980 | $231K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -16.5% | 10,919 | $230K |
| FOCUS Wealth Advisors, LLC | 0.12% | No change | 10,897 | $229K |
| Genesee Capital Advisors, LLC | 0.11% | Add +0.9% | 10,860 | $229K |
| Meitav Investment House Ltd. | 0.00% | No change | 10,561 | $222K |
| Valley National Advisers Inc. | 0.03% | Reduce -9.4% | 10,415 | $219K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -53.5% | 10,260 | $216K |
| HRT Financial LP | 0.00% | New | 10,193 | $214K |
| Independence Bank of Kentucky | 0.06% | No change | 10,093 | $213K |
| Flow Traders U.S. LLC | 0.01% | New | 9,923 | $209K |
| Financial Counselors Inc. | 0.00% | Reduce -22.8% | 9,919 | $209K |
| PAX Financial Group, LLC | 0.04% | Reduce -0.8% | 9,895 | $208K |
| Lineweaver Wealth Advisors, LLC | 0.04% | Reduce -10.6% | 9,884 | $208K |
| Latitude Advisors, LLC | 0.13% | Reduce -13.7% | 9,845 | $207K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.5% | 9,680 | $204K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -23.4% | 9,500 | $200K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -28.2% | 9,438 | $199K |
| Russell Investments Group, Ltd. | 0.00% | New | 8,683 | $183K |
| 1620 Investment Advisors, Inc. | 0.14% | New | 8,485 | $179K |
| AdvisorNet Financial, Inc | 0.01% | No change | 7,743 | $163K |
| Larson Financial Group LLC | 0.01% | Add +387.9% | 7,129 | $150K |
| Carolina Wealth Advisors, LLC | 0.06% | Reduce -87.9% | 5,408 | $114K |
| ORG Partners LLC | 0.01% | New | 5,194 | $109K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -3.7% | 4,796 | $101K |
| International Assets Investment Management, LLC | 0.01% | New | 4,778 | $101K |
| Tidemark, LLC | 0.05% | Reduce -79.7% | 4,722 | $99K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +0.3% | 4,321 | $91K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 4,300 | $91K |
| Archer Investment Corp | 0.02% | No change | 4,042 | $85K |
| WFA of San Diego, LLC | 0.06% | — | 3,268 | $69K |
| Marquette Asset Management, LLC | 0.01% | No change | 3,256 | $69K |
| Atwood & Palmer Inc. | 0.00% | No change | 3,000 | $63K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -42.6% | 2,800 | $59K |
| Cwm, LLC | 0.00% | Reduce -61.7% | 2,555 | $54K |
| Ancora Advisors LLC | 0.00% | Add +4.3% | 2,520 | $53K |
| Aspect Partners, LLC | 0.03% | No change | 2,318 | $49K |
| Davis Capital Management | 0.04% | Reduce -28.3% | 2,177 | $46K |
| Orion Capital Management LLC | 0.02% | Reduce -44.9% | 2,167 | $46K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 2,000 | $42K |
| Unique Wealth Strategies, LLC | 0.02% | New | 1,725 | $36K |
| SJS Investment Consulting Inc. | 0.01% | No change | 1,709 | $36K |
| Mather Group, Llc. | 0.00% | Add +292.5% | 1,680 | $35K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,669 | $35K |
| Bray Capital Advisors | 0.01% | No change | 1,665 | $35K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 1,466 | $31K |
| PSI Advisors, LLC | 0.01% | Reduce -32.6% | 1,409 | $30K |
| BNP Paribas Financial Markets | 0.00% | New | 1,403 | $30K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,369 | $29K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,221 | $26K |
| Brown Financial Advisors | 0.01% | — | 1,007 | $21K |
| Colonial Trust Co / SC | 0.00% | Reduce -98.1% | 1,000 | $21K |
| CoreCap Advisors, LLC | 0.00% | Reduce -58.4% | 866 | $18K |
| Fifth Third Bancorp | 0.00% | Reduce -92.5% | 740 | $16K |
| Accent Capital Management, LLC | 0.01% | New | 712 | $15K |
| Toth Financial Advisory Corp. | 0.00% | No change | 708 | $15K |
| Mattson Financial Services, LLC | 0.00% | — | 658 | $14K |
| GAMMA Investing LLC | 0.00% | New | 592 | $12K |
| Mascoma Wealth Management LLC | 0.00% | No change | 550 | $12K |
| First PREMIER Bank | 0.00% | No change | 511 | $11K |
| Private Trust Co. NA | 0.00% | No change | 509 | $11K |
| West Branch Capital LLC | 0.00% | No change | 504 | $11K |
| Pacifica Partners Inc. | 0.00% | No change | 416 | $9K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 400 | $8K |
| Penserra Capital Management LLC | 0.00% | Add +3.3% | 377 | $8K |
| Missouri Trust & Investment Co | 0.00% | No change | 324 | $7K |
| Sachetta, LLC | 0.00% | No change | 265 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +640.7% | 200 | $4K |
| Friedenthal Financial | 0.00% | Add +1.1% | 176 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 61 | $1K |
| Colonial Trust Advisors | 0.00% | Reduce -100.0% | 3 | $63 |
| FMR LLC | 0.00% | New | 2 | $42 |
"% of holder's portfolio" is BSCO's weight in each manager's 13F, not the share of Invesco Bulletshares 2024 CB the manager owns.