Invesco Bulletshares 2025 CBBSCPETF
13F holders, Q1 2025 (March 31)384holders −9
23new positions
28sold out
2famous investors
$20.68avg. 13F price*
At the end of Q1 2025, 384 institutions reported holding Invesco Bulletshares 2025 CB (BSCP) in their 13F filings, down 9 from Q4 2024. 23 opened new positions and 28 sold out. The largest holders were Lido Advisors, LLC ($832.7M), LPL Financial LLC ($126.0M) and Morgan Stanley ($87.8M). 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 2025 CB
- CUSIP
- 46138J825
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $9.5M |
| Exits | 28 | $61.9M |
All 13F filers, Q4 2024 → Q1 2025: 6,818,598 shares bought and 24,231,648 shares sold, net −17,413,050 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 384 holders
| Lido Advisors, LLC | 4.97% | Reduce -15.9% | 40,266,631 | $832.7M |
| LPL Financial LLC | 0.05% | Add +8.6% | 6,091,161 | $126.0M |
| Morgan Stanley | 0.01% | Reduce -21.1% | 4,246,618 | $87.8M |
| Wells Fargo & Company | 0.02% | Reduce -19.7% | 4,197,260 | $86.8M |
| Bank of America Corp. | 0.01% | Reduce -24.4% | 4,050,425 | $83.8M |
| Raymond James Financial Inc. | 0.02% | Reduce -15.5% | 2,993,286 | $61.9M |
| UBS Group AG | 0.01% | Reduce -8.9% | 2,584,637 | $53.5M |
| MAI Capital Management | 0.40% | Reduce -4.9% | 2,548,515 | $52.7M |
| Invesco Ltd. | 0.01% | Add +10.3% | 2,437,951 | $50.4M |
| SMI Advisory Services, LLC | 11.03% | Reduce -14.3% | 2,358,660 | $48.8M |
| Renaissance Technologies | 0.06% | Add +8.3% | 2,068,800 | $42.8M |
| Motley Fool Wealth Management, LLC | 2.51% | Reduce -20.7% | 2,053,473 | $42.5M |
| Captrust Financial Advisors | 0.08% | Add +598.0% | 1,593,220 | $32.9M |
| Brookstone Capital Management | 0.43% | Reduce -2.6% | 1,463,425 | $30.3M |
| Asset Dedication, LLC | 2.28% | Reduce -1.3% | 1,356,619 | $28.1M |
| Royal Bank of Canada | 0.01% | Add +1.1% | 1,347,324 | $27.9M |
| Bluespring Wealth Management, LLC | 2.81% | Reduce -17.8% | 1,331,770 | $27.5M |
| Commonwealth Equity Services, LLC | 0.04% | Add +32.6% | 1,279,968 | $26.5M |
| TLWM | 4.95% | Add +2.9% | 1,197,330 | $24.8M |
| Osaic Holdings, Inc. | 0.05% | Add +7.7% | 1,174,414 | $24.3M |
| Ironwood Wealth Management, LLC. | 7.24% | Add +2.0% | 1,140,976 | $23.6M |
| MML Investors Services, LLC | 0.08% | Add +18.1% | 1,136,709 | $23.5M |
| Davis R M Inc. | 0.44% | Reduce -6.7% | 1,058,184 | $21.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -9.4% | 1,048,771 | $21.7M |
| Kirr Marbach & Co. LLC | 4.71% | Add +0.5% | 980,814 | $20.3M |
| TruWealth Advisors, LLC | 1.18% | Add +1.2% | 948,961 | $19.6M |
| Moneco Advisors, LLC | 1.96% | Add +39.8% | 917,475 | $19.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.6% | 844,588 | $17.5M |
| Stephens Inc. | 0.22% | Reduce -12.7% | 722,602 | $14.9M |
| Truist Financial Corp. | 0.02% | Reduce -2.3% | 712,804 | $14.7M |
| Hudson Capital Management LLC | 4.61% | Add +0.8% | 706,168 | $14.6M |
| Kickstand Ventures, Llc. | 3.74% | Reduce -6.0% | 701,868 | $14.5M |
| Citadel Advisors | 0.01% | Add +1095.3% | 685,968 | $14.2M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -25.6% | 685,076 | $14.2M |
| Legacy Private Trust Co. | 0.96% | Add +3.3% | 672,888 | $13.9M |
| Jane Street Group, LLC | 0.03% | Add +779.0% | 665,296 | $13.8M |
| Cornerstone Wealth Management, LLC | 0.87% | Add +3.3% | 624,650 | $12.9M |
| Focus Partners Wealth | 0.03% | Add +0.6% | 618,434 | $12.8M |
| Stifel Financial Corp. | 0.01% | Reduce -57.0% | 599,226 | $12.4M |
| Kaye Capital Management | 5.02% | Reduce -8.8% | 594,563 | $12.3M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -5.3% | 588,653 | $12.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -35.9% | 579,825 | $12.0M |
| BCS Wealth Management | 3.03% | Reduce -3.8% | 570,291 | $11.8M |
| Sanctuary Advisors, LLC | 0.08% | Add +8.7% | 570,209 | $11.8M |
| Clark Asset Management, LLC | 1.93% | Add +7.1% | 556,375 | $11.5M |
| Baird Financial Group, Inc. | 0.02% | Add +1.5% | 554,000 | $11.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.1% | 529,781 | $11.0M |
| Kestra Private Wealth Services, LLC | 0.18% | Add +27.4% | 513,272 | $10.6M |
| Ledgewood Wealth Advisors, LLC | 6.63% | Add +4.4% | 497,319 | $10.3M |
| NewEdge Advisors, LLC | 0.06% | Reduce -1.5% | 476,856 | $9.9M |
| Hengehold Capital Management LLC | 0.88% | Add +14.4% | 446,207 | $9.2M |
| Vaughan David Investments LLC | 0.21% | Add +2.5% | 442,381 | $9.1M |
| Goepper Burkhardt LLC | 3.64% | Reduce -5.3% | 440,490 | $9.1M |
| Private Advisor Group, LLC | 0.05% | Reduce -8.3% | 426,356 | $8.8M |
| Central Valley Advisors, LLC | 3.31% | Add +2053.4% | 422,108 | $8.7M |
| Shufro Rose & Co. LLC | 0.69% | Reduce -17.9% | 417,611 | $8.6M |
| Sentinel Pension Advisors, LLC | 1.51% | Reduce -1.8% | 397,977 | $8.2M |
| Ironwood Financial, llc | 1.73% | Reduce -16.1% | 390,308 | $8.1M |
| Cetera Investment Advisers | 0.02% | Add +13.4% | 387,792 | $8.0M |
| Integrated Wealth Concepts LLC | 0.09% | Add +4.3% | 385,406 | $8.0M |
| St. Louis Financial Planners Asset Management, LLC | 5.74% | Reduce -10.0% | 371,186 | $7.7M |
| Allworth Financial LP | 0.04% | Reduce -5.1% | 366,485 | $7.6M |
| Sound Stewardship, LLC | 4.02% | Add +0.5% | 341,051 | $7.1M |
| Lantz Financial LLC | 1.92% | Add +8.6% | 339,223 | $7.0M |
| Straight Path Wealth Management | 2.82% | Reduce -3.9% | 337,465 | $7.0M |
| Atria Investments, Inc | 0.09% | Add +23.9% | 336,165 | $7.0M |
| Fca Corp. | 2.20% | Add +0.2% | 333,288 | $6.9M |
| Mgo One Seven LLC | 0.25% | Reduce -1.5% | 315,365 | $6.5M |
| Jones Financial Companies LLLP | 0.01% | Add +78.8% | 313,490 | $6.5M |
| McCarthy & Cox | 2.73% | Reduce -29.4% | 303,568 | $6.3M |
| Marietta Wealth Management, LLC | 0.91% | Add +2.6% | 300,125 | $6.2M |
| Milestone Asset Management, LLC | 1.30% | Reduce -5.7% | 294,148 | $6.1M |
| AA Financial Advisors, LLC | 1.45% | Add +37.3% | 287,707 | $5.9M |
| TFR Capital, LLC. | 2.48% | Add +55.7% | 287,653 | $5.9M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +3.5% | 278,091 | $5.8M |
| Cwm, LLC | 0.02% | Reduce -0.2% | 277,369 | $5.7M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -2.0% | 269,711 | $5.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.4% | 268,923 | $5.6M |
| Webster Bank, N. A. | 0.59% | Reduce -18.9% | 261,372 | $5.4M |
| Blue Barn Wealth, LLC | 2.75% | Reduce -6.6% | 254,545 | $5.3M |
| Morton Community Bank | 1.36% | Reduce -2.8% | 250,326 | $5.2M |
| Red Spruce Capital, LLC | 2.37% | Reduce -42.7% | 243,468 | $5.0M |
| Diversify Advisory Services, LLC | 0.31% | Reduce -10.4% | 238,105 | $4.9M |
| Avior Wealth Management, LLC | 0.18% | Reduce -6.8% | 234,507 | $4.8M |
| Howard Wealth Management, LLC | 2.70% | Reduce -0.5% | 234,027 | $4.8M |
| AlphaStar Capital Management, LLC | 0.48% | Add +25.6% | 229,926 | $4.8M |
| Trilogy Capital Inc. | 0.24% | Add +3.7% | 225,791 | $4.7M |
| Equitable Holdings, Inc. | 0.04% | Reduce -41.1% | 220,670 | $4.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -48.4% | 218,852 | $4.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -21.8% | 218,033 | $4.5M |
| Gladstone Institutional Advisory LLC | 0.20% | Add +12.5% | 209,469 | $4.3M |
| Mariner, LLC | 0.01% | Reduce -7.4% | 204,717 | $4.2M |
| Berger Financial Group, Inc | 0.29% | Reduce -10.4% | 201,326 | $4.2M |
| CRA Financial Services, LLC | 0.69% | Add +0.1% | 195,802 | $4.0M |
| Krilogy Financial LLC | 0.26% | Add +3.6% | 192,547 | $4.0M |
| Addison Advisors LLC | 1.04% | Add +0.4% | 183,774 | $3.8M |
| Carnegie Investment Counsel | 0.09% | Reduce -12.3% | 177,237 | $3.7M |
| Gradient Investments LLC | 0.07% | Reduce -10.6% | 172,282 | $3.6M |
| Horizons Wealth Management | 2.65% | Reduce -0.3% | 169,872 | $3.5M |
| Guardian Wealth Advisors, LLC / NC | 0.28% | Add +1.0% | 168,763 | $3.5M |
| Parr McKnight Wealth Management Group, LLC | 0.49% | New | 164,890 | $3.4M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -22.0% | 162,808 | $3.4M |
| Infinity Wealth Counsel, LLC | 3.63% | Reduce -1.2% | 162,774 | $3.4M |
| Geneos Wealth Management Inc. | 0.11% | Add +13.8% | 158,367 | $3.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +3.4% | 156,244 | $3.2M |
| Montag A & Associates Inc. | 0.16% | Reduce -13.9% | 150,163 | $3.1M |
| Atlantic Union Bankshares Corp | 0.19% | Reduce -75.1% | 149,968 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +75.5% | 149,414 | $3.1M |
| Farnam Financial LLC | 3.10% | Add +20.9% | 147,519 | $3.1M |
| Prospera Financial Services Inc | 0.07% | Add +30.4% | 145,241 | $3.0M |
| Novare Capital Management LLC | 0.26% | Reduce -8.7% | 144,079 | $3.0M |
| Beacon Financial Group | 0.31% | Add +1.5% | 139,208 | $2.9M |
| Colonial Trust Advisors | 0.26% | Reduce -7.6% | 138,701 | $2.9M |
| Exchange Capital Management, Inc. | 0.44% | Reduce -7.2% | 130,892 | $2.7M |
| Keel Point, LLC | 0.21% | Add +10.5% | 128,463 | $2.7M |
| Silverlake Wealth Management LLC | 1.01% | Add +3.3% | 127,881 | $2.6M |
| Laurel Wealth Advisors LLC | 0.41% | Reduce -4.0% | 127,078 | $2.6M |
| Tenon Financial LLC | 1.59% | Reduce -1.2% | 124,400 | $2.6M |
| Private Client Services, LLC | 1.26% | Reduce -0.7% | 123,433 | $2.6M |
| Kohmann Bosshard Financial Services, LLC | 0.30% | Add +0.1% | 122,783 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +48.1% | 122,665 | $2.5M |
| Creative Planning | 0.00% | Add +1.4% | 121,888 | $2.5M |
| Rovin Capital /Ut/ | 0.80% | Reduce -14.4% | 120,426 | $2.5M |
| Benjamin Edwards Inc. | 0.03% | Reduce -15.5% | 119,752 | $2.5M |
| Hobbs Group Advisors, LLC | 0.93% | Add +3.6% | 118,011 | $2.4M |
| Claro Advisors Inc. | 0.32% | Add +4.1% | 117,190 | $2.4M |
| Old Port Advisors | 0.70% | Reduce -2.5% | 113,511 | $2.3M |
| Old Mission Capital LLC | 0.05% | Add +1010.2% | 113,296 | $2.3M |
| Redwood Financial Network Corp | 1.78% | Add +1.8% | 112,904 | $2.3M |
| G2 Capital Management, LLC / Oh | 0.70% | Add +1.0% | 112,525 | $2.3M |
| Ellevest, Inc. | 0.15% | Add +1.5% | 111,020 | $2.3M |
| Independent Solutions Wealth Management, LLC | 0.51% | Add +3.4% | 109,675 | $2.3M |
| Eastern Bank | 0.04% | Reduce -92.3% | 105,768 | $2.2M |
| Oder Investment Management, LLC | 1.80% | Reduce -0.6% | 102,382 | $2.1M |
| Paradiem, LLC | 0.58% | Reduce -11.1% | 101,134 | $2.1M |
| HB Wealth Management, LLC | 0.02% | Add +86.1% | 99,532 | $2.1M |
| Hanover Advisors Inc. | 0.88% | Reduce -3.4% | 98,589 | $2.0M |
| True Vision MN LLC | 1.20% | Reduce -3.5% | 97,179 | $2.0M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -3.9% | 96,093 | $2.0M |
| US Bancorp \de | 0.00% | Add +11.6% | 95,694 | $2.0M |
| Sigma Planning Corp | 0.06% | Reduce -2.4% | 94,147 | $1.9M |
| Key Financial Inc | 0.40% | Add +1.2% | 87,838 | $1.8M |
| Level Four Advisory Services, LLC | 0.07% | Add +3.8% | 86,815 | $1.8M |
| Strategic Financial Concepts, LLC | 0.33% | Add +24.4% | 86,134 | $1.8M |
| Aspen Investment Management Inc | 0.78% | Reduce -1.4% | 81,703 | $1.7M |
| Souders Financial Advisors | 0.23% | Reduce -61.6% | 78,221 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +9.8% | 76,156 | $1.6M |
| Opulen Financial Group LLC | 1.43% | Add +4.8% | 76,136 | $1.6M |
| Continuum Wealth Advisors, LLC | 0.81% | Reduce -7.5% | 75,960 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +7.9% | 75,341 | $1.6M |
| Blossom Wealth Management | 3.13% | Add +5.9% | 75,181 | $1.6M |
| Tyler-Stone Wealth Management | 0.28% | Reduce -2.3% | 75,145 | $1.6M |
| Comerica Bank | 0.01% | Add +11.9% | 75,127 | $1.6M |
| BankPlus Trust Department | 0.52% | Reduce -4.6% | 74,781 | $1.5M |
| Colonial Trust Co / SC | 0.24% | Reduce -21.6% | 74,044 | $1.5M |
| Freedom Investment Management, Inc. | 0.12% | Add +29.8% | 71,957 | $1.5M |
| Capital Analysts, LLC | 0.06% | Add +2.5% | 71,930 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.11% | Reduce -2.3% | 70,350 | $1.5M |
| Genesis Wealth Advisors, LLC | 1.17% | Reduce -61.0% | 69,570 | $1.4M |
| Leavell Investment Management, Inc. | 0.07% | Reduce -18.2% | 69,170 | $1.4M |
| Good Life Advisors, LLC | 0.10% | Reduce -45.8% | 68,747 | $1.4M |
| Vantage Point Financial LLC | 0.70% | Reduce -1.0% | 67,620 | $1.4M |
| Pacific Wealth Strategies Group, Inc. | 1.02% | Add +2.4% | 66,171 | $1.4M |
| Redmond Asset Management, LLC | 0.35% | Add +15.4% | 65,006 | $1.3M |
| Strategic Family Wealth Counselors, L.L.C. | 0.44% | Add +14.5% | 64,990 | $1.3M |
| VestGen Advisors, LLC | 0.06% | — | 64,840 | $1.3M |
| Phoenix Financial Ltd. | 0.02% | Add +0.7% | 61,682 | $1.3M |
| HUB Investment Partners, LLC | 0.05% | Reduce -80.7% | 61,489 | $1.3M |
| Oliver Luxxe Assets LLC | 0.24% | Reduce -15.9% | 61,448 | $1.3M |
| Curbstone Financial Management Corp | 0.27% | Add +14.4% | 61,226 | $1.3M |
| Compound Planning, Inc. | 0.06% | Reduce -4.4% | 59,086 | $1.2M |
| Timber Creek Capital Management LLC | 0.32% | No change | 58,555 | $1.2M |
| SFE Investment Counsel | 0.24% | Reduce -38.5% | 58,479 | $1.2M |
| Astoria Portfolio Advisors LLC. | 0.41% | Add +6.0% | 57,785 | $1.2M |
| Flow Traders U.S. LLC | 0.05% | Reduce -60.1% | 57,244 | $1.2M |
| ArborFi Advisors, LLC | 1.15% | Reduce -0.6% | 56,187 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -59.9% | 55,968 | $1.2M |
| Secure Asset Management, LLC | 0.23% | Reduce -60.6% | 55,677 | $1.2M |
| RVW Wealth, LLC | 0.11% | Reduce -8.2% | 55,525 | $1.1M |
| YANKCOM Partnership | 0.62% | Reduce -6.5% | 54,378 | $1.1M |
| Sawgrass Asset Management LLC | 0.14% | Reduce -14.2% | 54,151 | $1.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Reduce -37.7% | 53,729 | $1.1M |
| Resonant Capital Advisors, LLC | 0.08% | Reduce -6.3% | 53,579 | $1.1M |
| Hills Bank & Trust Co | 0.08% | Reduce -0.1% | 52,753 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +2.5% | 51,541 | $1.1M |
| Butensky & Cohen Financial Security, Inc. | 0.33% | Add +3.6% | 51,335 | $1.1M |
| Castleview Partners, LLC | 0.72% | Reduce -42.0% | 51,193 | $1.1M |
| Apeiron RIA LLC | 0.32% | Reduce -0.3% | 50,586 | $1.0M |
| Denver Wealth Management, Inc. | 0.47% | Reduce -47.1% | 50,074 | $1.0M |
| Summit Investment Advisors, Inc. | 0.92% | Reduce -83.9% | 49,854 | $1.0M |
| Flaharty Asset Management, LLC | 0.15% | No change | 49,613 | $1.0M |
| First Fiduciary Investment Counsel, Inc. | 0.22% | Add +2.4% | 48,652 | $1.0M |
| Stonebridge Capital Advisors LLC | 0.08% | Reduce -35.3% | 48,312 | $999K |
| Principal Securities, Inc. | 0.02% | Add +1.7% | 48,343 | $998K |
| Strid Group, LLC | 0.15% | Add +1.0% | 48,028 | $993K |
| Cynosure Group, LLC | 0.14% | No change | 47,578 | $984K |
| Cypress Wealth Services, LLC | 0.20% | Add +0.2% | 47,192 | $976K |
| Matthew Goff Investment Advisor, LLC | 0.18% | Reduce -8.1% | 46,561 | $963K |
| GLOBALT Investments LLC / GA | 0.04% | Reduce -9.6% | 46,334 | $958K |
| Proficio Capital Partners LLC | 0.07% | Reduce -14.2% | 46,328 | $958K |
| Gryphon Financial Partners LLC | 0.14% | No change | 45,180 | $934K |
| Koss-Olinger Consulting, LLC | 0.08% | Add +0.0% | 45,141 | $934K |
| River Wealth Advisors LLC | 0.13% | Add +7.3% | 44,845 | $927K |
| FC Advisory LLC | 0.31% | Add +2.0% | 44,751 | $925K |
| First Command Advisory Services, Inc. | 0.01% | Add +1.5% | 43,865 | $907K |
| Larson Financial Group LLC | 0.04% | Reduce -10.0% | 43,412 | $898K |
| Evexia Wealth LLC | 0.32% | Add +3.3% | 43,179 | $893K |
| Apella Capital, LLC | 0.03% | Add +3.0% | 42,978 | $889K |
| Meridian Wealth Management, LLC | 0.04% | Add +0.1% | 42,903 | $887K |
| Gill Capital Partners, LLC | 0.31% | Reduce -53.9% | 42,892 | $887K |
| Susquehanna International Group, LLP | 0.00% | New | 42,586 | $881K |
| Savant Capital, LLC | 0.01% | Reduce -20.9% | 42,099 | $871K |
| Sculati Wealth Management, LLC | 0.34% | Reduce -2.6% | 41,152 | $851K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -10.1% | 40,538 | $838K |
| Western Financial Corp | 0.48% | Add +1.3% | 40,288 | $833K |
| Vermillion & White Wealth Management Group, LLC | 0.60% | Add +8.6% | 40,248 | $832K |
| Blue Square Asset Management, LLC | 0.43% | No change | 38,988 | $806K |
| GTS Securities LLC | 0.03% | New | 38,533 | $797K |
| Colton Groome Financial Advisors, LLC | 0.31% | Reduce -71.7% | 38,506 | $797K |
| Brown Advisory Inc. | 0.00% | Add +8.8% | 37,614 | $778K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.27% | Reduce -0.0% | 37,126 | $768K |
| Financial Life Planners | 0.74% | Add +2.0% | 36,735 | $760K |
| Voisard Asset Management Group, Inc. | 0.22% | Reduce -5.0% | 36,481 | $754K |
| Coordinated Financial Services, Inc. | 0.59% | — | 36,416 | $753K |
| Oregon Pacific Wealth Management, LLC | 0.75% | Add +1.2% | 36,235 | $749K |
| Ballew Advisors, Inc | 0.50% | Reduce -13.5% | 35,853 | $742K |
| Richmond Investment Services, LLC | 0.40% | Add +2.2% | 35,610 | $736K |
| Well Done, LLC | 0.13% | Add +17.6% | 35,649 | $736K |
| CW Advisors, LLC | 0.01% | New | 35,066 | $725K |
| 4Thought Financial Group Inc. | 0.44% | Reduce -3.6% | 34,657 | $717K |
| Insight Wealth Partners, LLC | 0.43% | Reduce -0.8% | 34,612 | $716K |
| Arkadios Wealth Advisors | 0.03% | Add +47.3% | 34,453 | $712K |
| Certified Advisory Corp | 0.08% | Reduce -13.0% | 34,354 | $710K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -8.6% | 33,921 | $701K |
| Wingate Wealth Advisors, Inc. | 0.80% | Add +27.2% | 33,677 | $696K |
| BNP Paribas Financial Markets | 0.00% | Reduce -42.8% | 33,625 | $695K |
| Towne Trust Company, N.A | 0.24% | Reduce -4.9% | 33,155 | $686K |
| Advisory Services Network, LLC | 0.01% | Add +9.1% | 32,621 | $675K |
| Kessler Investment Group, LLC | 0.32% | Add +21.9% | 31,859 | $659K |
| Monterey Private Wealth, Inc. | 0.19% | Add +45.9% | 30,497 | $631K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -2.1% | 30,171 | $624K |
| Nalls Sherbakoff Group, LLC | 0.49% | — | 29,187 | $604K |
| Global Financial Private Client, LLC | 0.23% | Reduce -1.6% | 28,939 | $598K |
| Nikulski Financial, Inc. | 0.18% | Reduce -5.7% | 28,924 | $598K |
| Genesee Capital Advisors, LLC | 0.29% | Add +1.0% | 28,058 | $580K |
| American Institute for Advanced Investment Management, LLP | 0.44% | Reduce -3.4% | 28,045 | $580K |
| Waverly Advisors, LLC | 0.01% | Reduce -0.5% | 27,027 | $559K |
| Wealthspire Retirement, LLC | 0.04% | Add +5.9% | 26,929 | $557K |
| BridgePort Financial Solutions, LLC | 0.25% | Add +0.2% | 26,922 | $557K |
| Sensible Money, LLC | 0.24% | Add +0.1% | 26,648 | $551K |
| ORG Partners LLC | 0.14% | Add +5.3% | 26,387 | $546K |
| Shayne & Jacobs, LLC | 0.13% | No change | 26,325 | $544K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.4% | 25,718 | $532K |
| Cibc World Market Inc. | 0.00% | Add +0.5% | 25,625 | $530K |
| &partners | 0.01% | Add +0.6% | 25,122 | $519K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +13.7% | 25,027 | $518K |
| Western Wealth Management, LLC | 0.03% | Reduce -13.1% | 24,992 | $517K |
| Kovack Advisors, Inc. | 0.05% | Add +4.3% | 24,217 | $501K |
| Roundview Capital LLC | 0.04% | No change | 23,759 | $491K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -11.8% | 23,747 | $491K |
| Sovran Advisors, LLC | 0.06% | New | 22,225 | $461K |
| Clearstead Advisors, LLC | 0.01% | No change | 22,285 | $461K |
| HM Payson & Co. | 0.01% | Add +3.6% | 21,957 | $454K |
| Independent Financial Group, LLC | 0.02% | Add +8.5% | 21,668 | $448K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.8% | 21,640 | $448K |
| Wilkins Miller Wealth Management, LLC | 0.33% | Reduce -6.6% | 21,528 | $445K |
| Regal Investment Advisors LLC | 0.04% | Add +22.8% | 21,267 | $440K |
| Townsquare Capital LLC | 0.00% | New | 21,205 | $439K |
| Independence Bank of Kentucky | 0.07% | Reduce -0.7% | 21,096 | $436K |
| Tassel Capital Management, Inc. | 0.37% | Reduce -3.7% | 20,600 | $426K |
| Valmark Advisers, Inc. | 0.01% | Add +7.1% | 20,562 | $425K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 20,153 | $417K |
| Goodman Financial Corp | 0.09% | No change | 19,825 | $410K |
| Optimum Investment Advisors | 0.19% | Add +25.6% | 19,300 | $399K |
| Verdence Capital Advisors LLC | 0.03% | Add +8.8% | 18,831 | $389K |
| NorthCoast Asset Management LLC | 0.00% | New | 18,452 | $382K |
| WESPAC Advisors, LLC | 0.31% | Reduce -4.0% | 18,215 | $377K |
| Keystone Financial Group | 0.04% | Add +15.4% | 17,992 | $372K |
| Crews Bank & Trust | 0.06% | Reduce -12.2% | 17,930 | $371K |
| GAMMA Investing LLC | 0.03% | Add +20.6% | 17,913 | $370K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 17,810 | $368K |
| Delta Financial Group, Inc. | 0.08% | Add +0.2% | 17,525 | $362K |
| Heritage Trust Co | 0.04% | Add +3.2% | 17,260 | $357K |
| Savvy Advisors, Inc. | 0.04% | No change | 16,953 | $351K |
| TPG Financial Advisors, LLC | 0.15% | Reduce -91.3% | 16,747 | $346K |
| Summit Wealth Partners, LLC | 0.07% | No change | 15,993 | $331K |
| Hilltop Holdings Inc. | 0.02% | Reduce -0.2% | 15,709 | $325K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -5.0% | 15,529 | $321K |
| YHB Investment Advisors, Inc. | 0.03% | Reduce -10.1% | 15,417 | $319K |
| Park Avenue Securities LLC | 0.00% | Add +11.7% | 15,386 | $318K |
| Net Worth Advisory Group | 0.10% | Add +10.0% | 15,071 | $312K |
| Everpar Advisors LLC | 0.16% | Add +14.5% | 14,867 | $307K |
| Cordatus Wealth Management LLC | 0.08% | New | 14,831 | $307K |
| Private Trust Co. NA | 0.03% | Add +2.8% | 14,816 | $306K |
| JPMorgan Chase & Co. | 0.00% | Reduce -67.2% | 14,762 | $305K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.13% | No change | 14,510 | $300K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -25.6% | 14,500 | $300K |
| Stonebridge Financial Group, LLC | 0.03% | Add +33.7% | 14,388 | $298K |
| CGN Advisors LLC | 0.03% | Reduce -20.7% | 14,309 | $296K |
| Tennessee Valley Asset Management Partners | 0.05% | New | 14,079 | $291K |
| Matauro, LLC | 0.06% | Add +8.9% | 13,884 | $287K |
| Mirador Capital Partners LP | 0.05% | Add +7.8% | 13,884 | $287K |
| Belpointe Asset Management LLC | 0.01% | Add +7.4% | 13,855 | $287K |
| Optima Capital LLC | 0.18% | Add +0.3% | 13,757 | $285K |
| FOCUS Wealth Advisors, LLC | 0.16% | No change | 13,566 | $281K |
| Coastwise Capital Group, LLC | 0.24% | Add +0.6% | 13,532 | $280K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -10.5% | 13,451 | $278K |
| Schwallier Wealth Management LLC | 0.20% | New | 13,191 | $273K |
| RFG - Bristol Wealth Advisors, LLC | 0.09% | New | 12,967 | $268K |
| Kaydan Wealth Management, Inc. | 0.08% | Reduce -7.1% | 12,762 | $264K |
| Glen Eagle Advisors, LLC | 0.04% | No change | 12,638 | $261K |
| RFG Advisory, LLC | 0.01% | No change | 12,432 | $257K |
| Berkshire Money Management, Inc. | 0.03% | No change | 12,403 | $256K |
| ProVise Management Group, LLC | 0.02% | Reduce -89.2% | 12,397 | $256K |
| RPg Family Wealth Advisory, LLC | 0.07% | Reduce -13.2% | 12,354 | $255K |
| Revolve Wealth Partners, LLC | 0.04% | No change | 12,181 | $252K |
| Ieq Capital, LLC | 0.00% | New | 12,147 | $251K |
| Choreo, LLC | 0.00% | Reduce -1.6% | 12,072 | $250K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 12,036 | $249K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -25.9% | 11,930 | $247K |
| Whitener Capital Management, Inc. | 0.07% | Reduce -7.9% | 11,688 | $242K |
| Financial Counselors Inc. | 0.00% | No change | 11,271 | $233K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -3.1% | 11,200 | $232K |
| Wealth Advisors of Iowa, LLC | 0.10% | New | 11,174 | $231K |
| Fourth Dimension Wealth, LLC | 0.11% | Reduce -6.3% | 11,032 | $228K |
| Cerity Partners LLC | 0.00% | Reduce -4.6% | 10,573 | $219K |
| CBIZ Investment Advisory Services, LLC | 0.01% | Add +0.4% | 10,532 | $218K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 10,500 | $217K |
| Foundry Financial Group, Inc. | 0.13% | Reduce -3.7% | 10,430 | $216K |
| Valley National Advisers Inc. | 0.04% | No change | 10,174 | $210K |
| Vontobel Holding Ltd. | 0.00% | No change | 10,000 | $207K |
| Meriwether Wealth & Planning, LLC | 0.13% | New | 9,992 | $207K |
| SigFig Wealth Management, LLC | 0.01% | Add +1.4% | 9,985 | $206K |
| ETF Store, Inc. | 0.25% | Reduce -19.9% | 9,955 | $206K |
| Courier Capital LLC | 0.01% | New | 9,770 | $202K |
| Orion Capital Management LLC | 0.08% | Add +47.0% | 9,739 | $201K |
| Morris Financial Concepts, Inc. | 0.08% | No change | 9,689 | $200K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -15.2% | 9,295 | $192K |
| AdvisorNet Financial, Inc | 0.01% | Add +104.4% | 7,594 | $157K |
| IFP Advisors, Inc | 0.00% | No change | 6,000 | $124K |
| Investment Research & Advisory Group, Inc. | 0.05% | New | 5,836 | $121K |
| United Community Bank | 0.04% | No change | 5,800 | $120K |
| Wayfinding Financial, LLC | 0.05% | New | 5,763 | $119K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,256 | $88K |
| Archer Investment Corp | 0.02% | No change | 4,099 | $85K |
| Rialto Wealth Management, LLC | 0.03% | No change | 3,989 | $82K |
| Caldwell Trust Co | 0.01% | No change | 3,420 | $71K |
| Marquette Asset Management, LLC | 0.01% | No change | 3,383 | $70K |
| Tidemark, LLC | 0.02% | Add +0.1% | 3,029 | $63K |
| Sarver Vrooman Wealth Advisors | 0.04% | — | 2,902 | $60K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 2,200 | $45K |
| FMR LLC | 0.00% | Reduce -50.5% | 2,150 | $44K |
| Creative Financial Designs Inc. | 0.00% | Add +1.0% | 2,141 | $44K |
| Davis Capital Management | 0.03% | Reduce -71.7% | 2,071 | $43K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 2,000 | $41K |
| Garde Capital, Inc. | 0.00% | New | 1,980 | $41K |
| Joseph Group Capital Management | 0.01% | New | 1,880 | $39K |
| Cary Street Partners Investment Advisory LLC | 0.02% | No change | 1,820 | $38K |
| SJS Investment Consulting Inc. | 0.01% | No change | 1,736 | $36K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -34.6% | 1,622 | $34K |
| Transce3nd, LLC | 0.01% | No change | 1,581 | $33K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,523 | $31K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,425 | $29K |
| AE Wealth Management LLC | 0.00% | Reduce -41.6% | 1,413 | $29K |
| Hager Investment Management Services, LLC | 0.02% | New | 1,274 | $26K |
| Aspect Partners, LLC | 0.01% | No change | 1,010 | $21K |
| Accent Capital Management, LLC | 0.01% | No change | 977 | $20K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 920 | $19K |
| PSI Advisors, LLC | 0.01% | No change | 895 | $19K |
| First PREMIER Bank | 0.00% | No change | 700 | $14K |
| Sound Income Strategies, LLC | 0.00% | Add +1026.3% | 642 | $13K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 607 | $13K |
| Mattson Financial Services, LLC | 0.00% | Reduce -20.3% | 541 | $11K |
| Redwood Park Advisors LLC | 0.01% | No change | 496 | $10K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 485 | $10K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 483 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 456 | $9K |
| Anchor Investment Management, LLC | 0.00% | Reduce -100.0% | 418 | $9K |
| Parkside Financial Bank & Trust | 0.00% | No change | 369 | $8K |
| Golden State Wealth Management, LLC | 0.00% | New | 270 | $6K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 140 | $3K |
| Adirondack Trust Co. | 0.00% | New | 73 | $2K |
| Brooklyn Investment Group | 0.00% | No change | 1 | $21 |
| Russell Investments Group, Ltd. | 0.00% | No change | 1 | $13 |
"% of holder's portfolio" is BSCP's weight in each manager's 13F, not the share of Invesco Bulletshares 2025 CB the manager owns.