Invesco Bulletshares 2026 CBBSCQETF
13F holders, Q1 2024 (March 31)313holders
2famous investors
$19.43avg. 13F price*
At the end of Q1 2024, 313 institutions reported holding Invesco Bulletshares 2026 CB (BSCQ) in their 13F filings. The largest holders were Lido Advisors, LLC ($507.6M), Morgan Stanley ($138.3M) and Wells Fargo & Company ($115.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Invesco Bulletshares 2026 CB
- CUSIP
- 46138J791
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $18.4M |
| Exits | 19 | $33.7M |
Ownership 313 holders
| Lido Advisors, LLC | 4.57% | Add +1176.2% | 25,059,804 | $507.6M |
| Morgan Stanley | 0.01% | Add +10.5% | 7,197,804 | $138.3M |
| Wells Fargo & Company | 0.03% | Add +6.5% | 5,987,054 | $115.0M |
| Bank of America Corp. | 0.01% | Add +21.3% | 4,790,707 | $92.0M |
| LPL Financial LLC | 0.05% | Add +42.0% | 4,485,520 | $86.2M |
| UBS Group AG | 0.02% | Add +25.2% | 3,598,960 | $69.1M |
| Ameriprise Financial Inc. | 0.01% | Add +8.8% | 2,735,193 | $52.5M |
| Aptus Capital Advisors, LLC | 1.10% | Add +14.6% | 2,673,192 | $51.4M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +5.8% | 2,575,748 | $49.5M |
| Hills Bank & Trust Co | 3.69% | Add +24.1% | 2,266,352 | $43.5M |
| Fusion Family Wealth, LLC | 3.37% | Add +2.0% | 1,694,077 | $32.5M |
| Mfa Wealth Advisors, LLC | 8.35% | Add +3.3% | 1,652,561 | $31.7M |
| Brookstone Capital Management | 0.57% | Reduce -7.3% | 1,651,197 | $31.7M |
| Invesco Ltd. | 0.01% | Add +10.8% | 1,576,447 | $30.3M |
| Eastern Bank | 1.26% | Add +8.5% | 1,573,138 | $30.2M |
| Motley Fool Wealth Management, LLC | 1.52% | Add +4.0% | 1,529,709 | $29.4M |
| Asset Dedication, LLC | 1.96% | Add +22.9% | 1,367,472 | $26.2M |
| Bluespring Wealth Management, LLC | 2.87% | Add +1014.5% | 1,361,276 | $26.2M |
| TLWM | 5.72% | Add +7.6% | 1,340,974 | $25.8M |
| Commonwealth Equity Services, LLC | 0.04% | Add +48.3% | 1,300,075 | $25.0M |
| Raymond James & Associates | 0.02% | Add +9.1% | 1,200,795 | $23.1M |
| Royal Bank of Canada | 0.01% | Add +9.5% | 1,193,270 | $22.9M |
| Stifel Financial Corp. | 0.03% | Add +11.7% | 1,167,432 | $22.4M |
| Shufro Rose & Co. LLC | 1.78% | Reduce -59.9% | 1,118,005 | $21.5M |
| Jane Street Group, LLC | 0.03% | Reduce -44.0% | 1,016,025 | $19.5M |
| Davis R M Inc. | 0.39% | Add +15.6% | 973,859 | $18.7M |
| Osaic Holdings, Inc. | 0.04% | Add +18.0% | 881,446 | $16.9M |
| Capstone Wealth Management Group, LLC | 11.96% | Add +7.7% | 867,321 | $16.7M |
| Anchor Investment Management, LLC | 1.64% | Add +15.6% | 814,645 | $15.6M |
| McCarthy & Cox | 5.90% | — | 813,427 | $15.6M |
| Kirr Marbach & Co. LLC | 3.69% | Add +2.1% | 797,442 | $15.3M |
| Kickstand Ventures, Llc. | 3.99% | Reduce -21.6% | 734,294 | $14.1M |
| Janney Montgomery Scott LLC | 0.04% | Add +5.0% | 731,009 | $14.0M |
| InterOcean Capital Group, LLC | 0.33% | Add +3.5% | 714,608 | $13.7M |
| MML Investors Services, LLC | 0.06% | Add +34.3% | 705,722 | $13.6M |
| Legacy Private Trust Co. | 0.90% | Add +1.0% | 639,497 | $12.3M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +1.9% | 635,912 | $12.2M |
| Mariner, LLC | 0.02% | Add +3.6% | 615,908 | $11.8M |
| Captrust Financial Advisors | 0.04% | Add +13.7% | 610,266 | $11.7M |
| Red Spruce Capital, LLC | 5.33% | Add +56.3% | 598,494 | $11.5M |
| Focus Partners Wealth | 0.09% | Add +7.9% | 578,163 | $11.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +47.0% | 569,109 | $10.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +24.8% | 561,805 | $10.8M |
| Sentinel Pension Advisors, LLC | 2.09% | Reduce -5.5% | 509,535 | $9.8M |
| Gill Capital Partners, LLC | 3.85% | Reduce -0.7% | 499,174 | $9.5M |
| Cookson Peirce & Co. Inc. | 0.50% | Add +9.1% | 490,867 | $9.4M |
| Equitable Holdings, Inc. | 0.10% | Add +8.7% | 446,852 | $8.6M |
| BCS Wealth Management | 2.69% | Add +6.7% | 437,272 | $8.4M |
| Atlantic Union Bankshares Corp | 0.71% | Add +19.6% | 437,082 | $8.4M |
| Cornerstone Wealth Management, LLC | 0.68% | Add +7.1% | 434,834 | $8.4M |
| Ironwood Financial, llc | 1.83% | Reduce -19.1% | 413,756 | $7.9M |
| Rebalance, LLC | 0.59% | Add +48.9% | 375,555 | $7.2M |
| IMA Advisory Services, Inc. | 3.37% | Add +4.8% | 370,840 | $7.1M |
| Steel Grove Capital Advisors, LLC | 0.90% | Add +26.4% | 353,309 | $6.8M |
| Vaughan David Investments LLC | 0.17% | Add +11.3% | 349,870 | $6.7M |
| Sound Stewardship, LLC | 4.03% | Add +4.3% | 345,785 | $6.6M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.18% | Reduce -57.2% | 341,468 | $6.6M |
| Carnegie Investment Counsel | 0.20% | Add +2.3% | 337,839 | $6.5M |
| Private Advisor Group, LLC | 0.05% | Reduce -7.4% | 330,224 | $6.3M |
| HUB Investment Partners, LLC | 0.35% | Add +9.4% | 328,001 | $6.3M |
| Good Life Advisors, LLC | 0.56% | Reduce -5.5% | 327,817 | $6.3M |
| Goepper Burkhardt LLC | 2.93% | Add +13.0% | 327,575 | $6.3M |
| Hengehold Capital Management LLC | 0.64% | Add +10.8% | 310,752 | $6.0M |
| Fca Corp. | 1.92% | Add +4.9% | 308,728 | $5.9M |
| Marietta Wealth Management, LLC | 0.96% | Add +10.6% | 301,603 | $5.8M |
| Straight Path Wealth Management | 3.18% | Add +8.5% | 295,232 | $5.7M |
| Clark Asset Management, LLC | 1.72% | Add +13.3% | 292,230 | $5.6M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +56.0% | 289,946 | $5.6M |
| HighTower Advisors, LLC | 0.01% | Add +11.0% | 281,793 | $5.4M |
| Mgo One Seven LLC | 0.27% | Add +19.8% | 272,864 | $5.2M |
| Legacy CG, LLC | 1.84% | Add +4.5% | 264,046 | $5.1M |
| Trilogy Capital Inc. | 0.29% | Reduce -12.1% | 259,256 | $5.0M |
| NewEdge Advisors, LLC | 0.04% | Add +4.7% | 251,627 | $4.8M |
| Citadel Advisors | 0.00% | Add +39.5% | 248,341 | $4.8M |
| Old Second National Bank of Aurora | 1.23% | Add +2.4% | 246,966 | $4.7M |
| Integrated Wealth Concepts LLC | 0.07% | Add +74.9% | 239,187 | $4.6M |
| Lokken Investment Group LLC | 2.17% | Add +5.7% | 227,054 | $4.4M |
| Morton Community Bank | 1.25% | Add +12.6% | 226,576 | $4.4M |
| Avantax Advisory Services, Inc. | 0.04% | Add +12.7% | 218,846 | $4.2M |
| Country Club Bank | 0.30% | Reduce -2.1% | 218,095 | $4.2M |
| Horizons Wealth Management | 2.72% | No change | 215,303 | $4.2M |
| Lantz Financial LLC | 1.30% | New | 209,761 | $4.0M |
| Carmel Capital Partners, LLC | 1.56% | Add +18.6% | 196,642 | $3.8M |
| Souders Financial Advisors | 0.57% | Reduce -3.6% | 188,310 | $3.6M |
| Atria Investments, Inc | 0.05% | Add +66.4% | 181,916 | $3.5M |
| Altus Wealth Group LLC | 1.74% | Reduce -5.7% | 180,385 | $3.5M |
| Ledgewood Wealth Advisors, LLC | 3.12% | Reduce -1.1% | 174,642 | $3.4M |
| Private Client Services, LLC | 2.25% | Add +55.3% | 174,380 | $3.3M |
| ProVise Management Group, LLC | 0.29% | Add +2.3% | 173,701 | $3.3M |
| Sigma Planning Corp | 0.10% | Add +147.2% | 165,934 | $3.2M |
| New Potomac Partners, LLC | 1.73% | Add +13.9% | 162,229 | $3.1M |
| S.E.E.D. Planning Group LLC | 1.13% | Add +0.3% | 161,475 | $3.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +24.7% | 159,879 | $3.1M |
| SFE Investment Counsel | 0.69% | Add +1.8% | 159,660 | $3.1M |
| Addison Advisors LLC | 1.05% | Add +12.7% | 159,459 | $3.1M |
| Old Port Advisors | 0.92% | Reduce -1.0% | 156,275 | $3.0M |
| Exchange Capital Management, Inc. | 0.48% | Add +7.9% | 154,772 | $3.0M |
| Beacon Financial Group | 0.33% | Add +31.2% | 150,879 | $2.9M |
| Renaissance Technologies | 0.00% | Add +12.1% | 148,982 | $2.9M |
| Berger Financial Group, Inc | 0.23% | Add +6.7% | 146,492 | $2.8M |
| Colonial Trust Advisors | 0.28% | Add +9.9% | 145,903 | $2.8M |
| Novare Capital Management LLC | 0.24% | Add +2.3% | 137,635 | $2.6M |
| Laurel Wealth Advisors LLC | 0.45% | Add +1.3% | 134,883 | $2.6M |
| AlphaStar Capital Management, LLC | 0.27% | Add +9.7% | 134,664 | $2.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +0.0% | 131,703 | $2.5M |
| Paradiem, LLC | 0.61% | New | 129,155 | $2.5M |
| Leavell Investment Management, Inc. | 0.13% | Add +8.4% | 118,610 | $2.3M |
| Hennion & Walsh Asset Management, Inc. | 0.12% | Add +8.6% | 117,886 | $2.3M |
| Secure Asset Management, LLC | 0.52% | Add +2.7% | 114,104 | $2.2M |
| Solitude Financial Services | 0.99% | Add +226.7% | 112,495 | $2.2M |
| Kohmann Bosshard Financial Services, LLC | 0.29% | Reduce 0.0% | 109,061 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +90.8% | 108,018 | $2.1M |
| Financial Advisory Group | 0.36% | Reduce -0.8% | 106,201 | $2.0M |
| Gryphon Financial Partners LLC | 0.34% | New | 104,370 | $2.0M |
| Colonial Trust Co / SC | 0.37% | Add +14.7% | 103,335 | $2.0M |
| Geneos Wealth Management Inc. | 0.09% | Add +35.0% | 103,153 | $2.0M |
| Blue Barn Wealth, LLC | 1.10% | Add +9.0% | 102,351 | $2.0M |
| Moneco Advisors, LLC | 0.31% | Add +77.0% | 102,292 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +1.5% | 95,667 | $1.8M |
| River Street Advisors LLC | 1.20% | Add +8.6% | 92,744 | $1.8M |
| Aspen Investment Management Inc | 0.90% | Add +1.5% | 91,920 | $1.8M |
| G2 Capital Management, LLC / Oh | 0.57% | Add +0.9% | 91,794 | $1.8M |
| Oliver Luxxe Assets LLC | 0.37% | Add +5.2% | 91,284 | $1.8M |
| Beaumont Financial Advisors, LLC | 0.14% | Add +1.4% | 88,899 | $1.7M |
| Redwood Financial Network Corp | 1.42% | Add +5.3% | 85,167 | $1.6M |
| Cetera Investment Advisers | 0.00% | New | 83,653 | $1.6M |
| Hanover Advisors Inc. | 0.65% | Add +7.4% | 81,097 | $1.6M |
| Ellevest, Inc. | 0.10% | Add +11.6% | 80,477 | $1.5M |
| Stonebridge Capital Advisors LLC | 0.14% | Reduce -33.5% | 79,355 | $1.5M |
| Masso Torrence Wealth Management Inc. | 0.88% | Add +16.5% | 77,109 | $1.5M |
| Keel Point, LLC | 0.15% | Add +56.9% | 76,833 | $1.5M |
| Sawgrass Asset Management LLC | 0.16% | Reduce -6.2% | 76,097 | $1.5M |
| Flaharty Asset Management, LLC | 0.22% | No change | 75,851 | $1.5M |
| Ballew Advisors, Inc | 0.99% | Add +21.4% | 75,083 | $1.4M |
| Silverlake Wealth Management LLC | 0.73% | Add +22.0% | 74,655 | $1.4M |
| Gradient Investments LLC | 0.03% | Reduce -1.1% | 74,413 | $1.4M |
| Montag A & Associates Inc. | 0.07% | Reduce -1.7% | 73,412 | $1.4M |
| Oder Investment Management, LLC | 1.31% | Add +9.2% | 73,228 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -25.5% | 72,395 | $1.4M |
| Evexia Wealth LLC | 0.57% | Add +10.3% | 72,170 | $1.4M |
| AA Financial Advisors, LLC | 0.56% | Add +74.6% | 71,932 | $1.4M |
| Denver Wealth Management, Inc. | 0.70% | Reduce -37.1% | 71,105 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +17.7% | 71,034 | $1.4M |
| Kessler Investment Group, LLC | 0.84% | Add +3.0% | 70,659 | $1.4M |
| Prospera Financial Services Inc | 0.04% | Reduce -0.4% | 67,560 | $1.3M |
| Stephens Inc. | 0.02% | Add +14.8% | 67,195 | $1.3M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +0.9% | 66,699 | $1.3M |
| IFP Advisors, Inc | 0.06% | Reduce -0.3% | 66,498 | $1.3M |
| Segment Wealth Management, LLC | 0.09% | Reduce -4.1% | 63,675 | $1.2M |
| Astoria Portfolio Advisors LLC. | 0.47% | Add +1.4% | 63,437 | $1.2M |
| Tenon Financial LLC | 0.98% | — | 60,407 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.6% | 59,749 | $1.1M |
| Leo Wealth, LLC | 0.11% | No change | 56,144 | $1.1M |
| GLOBALT Investments LLC / GA | 0.04% | Reduce -5.3% | 53,731 | $1.0M |
| Comerica Bank | 0.00% | Reduce -0.2% | 53,157 | $1.0M |
| Western Wealth Management, LLC | 0.08% | Reduce -3.6% | 52,381 | $1.0M |
| Avior Wealth Management, LLC | 0.05% | Add +11.6% | 51,898 | $997K |
| Apeiron RIA LLC | 0.29% | Add +1.6% | 51,640 | $992K |
| Cabot Wealth Management Inc. | 0.13% | Add +7.9% | 50,589 | $972K |
| Webster Bank, N. A. | 0.11% | Add +2.0% | 49,828 | $957K |
| Brown Advisory Inc. | 0.00% | No change | 49,766 | $956K |
| Butensky & Cohen Financial Security, Inc. | 0.29% | Add +3.7% | 48,602 | $934K |
| IHT Wealth Management, LLC | 0.04% | Reduce -4.8% | 48,001 | $922K |
| Matthew Goff Investment Advisor, LLC | 0.18% | Reduce -0.1% | 47,336 | $909K |
| ETF Store, Inc. | 0.52% | Reduce -26.6% | 47,268 | $908K |
| D.A. Davidson & Co. | 0.01% | Add +37.6% | 47,159 | $906K |
| Cypress Wealth Services, LLC | 0.21% | Add +1.2% | 46,857 | $900K |
| RVW Wealth, LLC | 0.09% | Reduce -9.7% | 46,283 | $889K |
| Apella Capital, LLC | 0.04% | Reduce -5.1% | 46,243 | $888K |
| Creative Planning | 0.00% | Add +12.8% | 44,518 | $855K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.35% | Add +13.8% | 43,361 | $833K |
| Cwm, LLC | 0.00% | Add +2.6% | 42,462 | $816K |
| 4Thought Financial Group Inc. | 0.53% | Reduce -0.7% | 41,607 | $799K |
| Sterling Financial Group, Inc. | 0.38% | Reduce -91.9% | 41,576 | $799K |
| Woodmont Investment Counsel LLC | 0.07% | No change | 41,272 | $793K |
| Franklin Resources Inc. | 0.00% | No change | 40,448 | $777K |
| Global Retirement Partners, LLC | 0.03% | Reduce -5.3% | 40,224 | $773K |
| Cibc World Market Inc. | 0.00% | Add +5.3% | 39,975 | $768K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.4% | 39,350 | $756K |
| First Command Advisory Services, Inc. | 0.01% | Add +52.6% | 38,190 | $734K |
| Heron Bay Capital Management | 0.15% | No change | 37,217 | $715K |
| Certified Advisory Corp | 0.10% | Add +23.8% | 36,969 | $710K |
| GS Investments, Inc. | 0.34% | No change | 36,615 | $703K |
| Capital Analysts, LLC | 0.03% | Add +10.4% | 36,226 | $696K |
| Insight Wealth Partners, LLC | 0.45% | Reduce -3.8% | 35,902 | $690K |
| Key Financial Inc | 0.17% | Add +171.5% | 35,736 | $686K |
| Vermillion & White Wealth Management Group, LLC | 0.55% | New | 35,592 | $684K |
| Private Trust Co. NA | 0.07% | Add +36.8% | 34,311 | $659K |
| Regal Investment Advisors LLC | 0.04% | Reduce -4.6% | 34,060 | $654K |
| Coordinated Financial Services, Inc. | 0.56% | — | 33,053 | $635K |
| 1834 Investment Advisors Co. | 0.07% | Reduce -42.2% | 32,633 | $627K |
| Heritage Trust Co | 0.08% | Add +7.7% | 32,180 | $618K |
| Nottingham Advisors, Inc. | 0.07% | Reduce -95.4% | 42,440 | $610K |
| Higgins & Schmidt Wealth Strategies LLC | 0.45% | Add +4.7% | 31,536 | $606K |
| True Vision MN LLC | 0.42% | Add +5.6% | 31,369 | $599K |
| Western Financial Corp | 0.36% | Add +26.9% | 30,954 | $595K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +9.5% | 30,639 | $589K |
| Proficio Capital Partners LLC | 0.06% | New | 30,129 | $579K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -6.3% | 29,547 | $568K |
| Sigma Investment Counselors Inc. | 0.04% | Reduce -14.0% | 29,442 | $566K |
| Berkshire Money Management, Inc. | 0.07% | Add +36.6% | 28,942 | $556K |
| Fifth Third Bancorp | 0.00% | Add +43.4% | 28,100 | $540K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +69.2% | 27,572 | $530K |
| WESPAC Advisors, LLC | 0.31% | Add +3.1% | 27,343 | $525K |
| Strid Group, LLC | 0.09% | Add +0.9% | 27,337 | $525K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -27.5% | 26,970 | $518K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +131.5% | 26,536 | $510K |
| Snowden Capital Advisors LLC | 0.02% | Add +4.4% | 26,513 | $509K |
| Global Financial Private Client, LLC | 0.22% | Add +0.5% | 26,405 | $507K |
| Strategic Financial Concepts, LLC | 0.12% | Add +32.9% | 25,990 | $499K |
| Corient Private Wealth LP | 0.00% | New | 25,553 | $491K |
| Arete Wealth Advisors, LLC | 0.05% | New | 25,510 | $490K |
| Roundview Capital LLC | 0.04% | No change | 25,243 | $485K |
| FC Advisory LLC | 0.18% | Reduce -10.0% | 24,867 | $478K |
| First City Capital Management, Inc. | 0.26% | New | 24,821 | $477K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -7.3% | 24,779 | $476K |
| Wealthspire Retirement, LLC | 0.04% | New | 23,868 | $459K |
| Sensible Money, LLC | 0.24% | Add +9.6% | 22,828 | $439K |
| Divergent Wealth Advisors | 0.09% | No change | 22,668 | $435K |
| First Fiduciary Investment Counsel, Inc. | 0.09% | Add +13.0% | 22,625 | $435K |
| Householder Group Estate & Retirement Specialist, LLC | 0.13% | Add +2.9% | 22,515 | $433K |
| American Institute for Advanced Investment Management, LLP | 0.34% | Add +25.3% | 22,060 | $424K |
| Principal Securities, Inc. | 0.01% | Add +13.7% | 22,035 | $423K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +3.1% | 21,962 | $422K |
| Savant Capital, LLC | 0.00% | Reduce -30.4% | 21,838 | $420K |
| Blossom Wealth Management | 1.00% | Add +3.0% | 21,700 | $417K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +2.6% | 21,296 | $409K |
| Sculati Wealth Management, LLC | 0.17% | New | 20,999 | $403K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -23.9% | 20,584 | $395K |
| CRA Financial Services, LLC | 0.08% | New | 18,758 | $360K |
| Cerity Partners LLC | 0.00% | No change | 18,350 | $353K |
| Financial Counselors Inc. | 0.01% | Add +22.9% | 18,261 | $351K |
| Motco | 0.02% | New | 18,020 | $346K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -34.3% | 17,536 | $337K |
| Dover Advisors, LLC | 0.23% | New | 17,238 | $331K |
| Independence Bank of Kentucky | 0.10% | Add +33.8% | 17,163 | $330K |
| Revisor Wealth Management LLC | 0.15% | New | 17,100 | $329K |
| Advisory Services Network, LLC | 0.01% | Add +5342.7% | 17,090 | $328K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -44.0% | 17,003 | $327K |
| &partners | 0.04% | New | 16,652 | $320K |
| Waverly Advisors, LLC | 0.01% | New | 16,611 | $319K |
| Kaydan Wealth Management, Inc. | 0.11% | Add +6.3% | 16,350 | $314K |
| Independent Financial Group, LLC | 0.01% | Add +12.0% | 16,121 | $310K |
| Delta Financial Group, Inc. | 0.09% | Add +27.2% | 16,078 | $309K |
| Arkadios Wealth Advisors | 0.02% | Add +3.0% | 15,993 | $307K |
| Levy Wealth Management Group, LLC | 0.09% | No change | 15,894 | $307K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 15,850 | $304K |
| Kades & Cheifetz LLC | 0.19% | New | 15,717 | $302K |
| Thrivent Financial for Lutherans | 0.00% | New | 15,382 | $295K |
| Chatham Capital Group, Inc. | 0.05% | Reduce -94.8% | 15,100 | $290K |
| FSM Wealth Advisors, LLC | 0.10% | No change | 15,000 | $288K |
| Foundations Investment Advisors, LLC | 0.01% | New | 14,981 | $288K |
| Valmark Advisers, Inc. | 0.01% | Add +32.1% | 14,972 | $288K |
| Apollon Wealth Management, LLC | 0.01% | No change | 14,500 | $279K |
| Latitude Advisors, LLC | 0.17% | Reduce -0.2% | 14,422 | $277K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +16.4% | 14,175 | $272K |
| W.H. Cornerstone Investments Inc. | 0.19% | Reduce -46.5% | 13,872 | $266K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -3.9% | 13,793 | $265K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 12,703 | $244K |
| Yoder Wealth Management, Inc. | 0.16% | No change | 12,700 | $244K |
| United Capital Financial Advisors, LLC | 0.00% | New | 12,649 | $243K |
| CGN Advisors LLC | 0.03% | Add +0.3% | 12,483 | $240K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -14.6% | 12,350 | $237K |
| FinTrust Capital Advisors, LLC | 0.05% | Add +13.5% | 12,211 | $235K |
| Flow Traders U.S. LLC | 0.01% | New | 12,187 | $234K |
| SMI Advisory Services, LLC | 0.07% | New | 12,121 | $233K |
| Ghe, LLC | 0.11% | No change | 12,000 | $231K |
| Compound Planning, Inc. | 0.02% | New | 11,726 | $225K |
| SigFig Wealth Management, LLC | 0.01% | New | 11,554 | $222K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +1.9% | 11,447 | $220K |
| Ancora Advisors LLC | 0.01% | No change | 11,442 | $220K |
| Legacy Wealth Management, LLC / MS | 0.10% | New | 11,150 | $214K |
| Iowa State Bank | 0.05% | Reduce -19.1% | 11,078 | $213K |
| PAX Financial Group, LLC | 0.04% | New | 10,724 | $206K |
| Foundry Financial Group, Inc. | 0.14% | No change | 10,541 | $202K |
| Genesee Capital Advisors, LLC | 0.11% | Add +0.9% | 10,509 | $202K |
| Retirement Solution LLC | 0.05% | Add +0.9% | 10,425 | $200K |
| HM Payson & Co. | 0.00% | Reduce -45.5% | 9,708 | $186K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 9,375 | $181K |
| Voisard Asset Management Group, Inc. | 0.10% | Add +2.4% | 8,944 | $172K |
| US Bancorp \de | 0.00% | Add +76.0% | 7,685 | $148K |
| Harbour Investments, Inc. | 0.00% | Add +0.9% | 6,954 | $134K |
| Optimum Investment Advisors | 0.05% | New | 6,000 | $115K |
| Knights of Columbus Asset Advisors LLC | 0.01% | Add +43.1% | 5,444 | $105K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -18.1% | 5,250 | $101K |
| SJS Investment Consulting Inc. | 0.02% | No change | 4,924 | $95K |
| Davis Capital Management | 0.08% | Add +16.3% | 4,928 | $95K |
| PNC Financial Services Group, Inc. | 0.00% | Add +522.6% | 4,408 | $85K |
| CBIZ Investment Advisory Services, LLC | 0.01% | New | 3,925 | $75K |
| Larson Financial Group LLC | 0.01% | Add +143.7% | 3,724 | $72K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,678 | $71K |
| Marquette Asset Management, LLC | 0.01% | No change | 3,568 | $69K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.9% | 3,115 | $60K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 2,625 | $50K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 1,755 | $34K |
| Vima LLC | 0.04% | Reduce -45.6% | 1,584 | $30K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1,337 | $26K |
| FMR LLC | 0.00% | Reduce -49.1% | 1,140 | $22K |
| Smithfield Trust Co | 0.00% | No change | 1,125 | $21K |
| Global Assets Advisory, LLC | 0.01% | New | 1,087 | $21K |
| Aspect Partners, LLC | 0.02% | No change | 1,042 | $20K |
| Parallel Advisors, LLC | 0.00% | No change | 1,033 | $20K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 1,000 | $19K |
| Northwest Investment Counselors, LLC | 0.00% | New | 916 | $18K |
| Tyler-Stone Wealth Management | 0.01% | Reduce -71.4% | 600 | $12K |
| West Branch Capital LLC | 0.00% | No change | 503 | $10K |
| Mather Group, Llc. | 0.00% | New | 465 | $9K |
| First PREMIER Bank | 0.00% | New | 423 | $8K |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -89.8% | 310 | $6K |
| Lanark Financial, Inc. | 0.00% | No change | 250 | $4K |
| JPMorgan Chase & Co. | 0.00% | Add +17900.0% | 180 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 82 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 15 | $288 |
"% of holder's portfolio" is BSCQ's weight in each manager's 13F, not the share of Invesco Bulletshares 2026 CB the manager owns.