Invesco Bulletshares 2027 CBBSCRETF
13F holders, Q1 2024 (March 31)252holders
1famous investor
$19.29avg. 13F price*
At the end of Q1 2024, 252 institutions reported holding Invesco Bulletshares 2027 CB (BSCR) in their 13F filings. The largest holders were Morgan Stanley ($155.2M), Bank of America Corp. ($98.1M) and Wells Fargo & Company ($74.4M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Invesco Bulletshares 2027 CB
- CUSIP
- 46138J783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $29.5M |
| Exits | 21 | $13.9M |
Ownership 252 holders
| Morgan Stanley | 0.01% | Add +11.6% | 8,046,548 | $155.2M |
| Bank of America Corp. | 0.01% | Add +90.9% | 5,087,725 | $98.1M |
| Wells Fargo & Company | 0.02% | Add +10.8% | 3,857,994 | $74.4M |
| LPL Financial LLC | 0.04% | Add +83.1% | 3,591,003 | $69.3M |
| UBS Group AG | 0.02% | Add +17.5% | 2,743,494 | $52.9M |
| Wilbanks Smith & Thomas Asset Management LLC | 1.22% | Add +16.2% | 2,263,580 | $43.7M |
| Hills Bank & Trust Co | 3.24% | Add +111.1% | 1,978,136 | $38.2M |
| Brookstone Capital Management | 0.57% | Reduce -7.3% | 1,644,324 | $31.7M |
| Eastern Bank | 1.28% | Add +8.3% | 1,596,687 | $30.8M |
| Davis R M Inc. | 0.54% | Add +7.0% | 1,334,439 | $25.7M |
| Manchester Financial Inc. | 6.31% | Add +4.2% | 1,253,672 | $24.2M |
| Raymond James & Associates | 0.01% | Add +14.8% | 1,140,765 | $22.0M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +34.6% | 1,135,639 | $21.9M |
| Invesco Ltd. | 0.00% | Add +29.3% | 1,075,304 | $20.7M |
| Avior Wealth Management, LLC | 0.96% | Add +15.9% | 1,072,486 | $20.7M |
| Janney Montgomery Scott LLC | 0.06% | Add +10.8% | 971,415 | $18.7M |
| Jane Street Group, LLC | 0.02% | Add +146.1% | 965,566 | $18.6M |
| TLWM | 3.97% | Add +9.8% | 927,956 | $17.9M |
| Anchor Investment Management, LLC | 1.54% | Add +6038.5% | 763,564 | $14.7M |
| Motley Fool Wealth Management, LLC | 0.74% | Reduce -32.6% | 743,502 | $14.3M |
| Royal Bank of Canada | 0.00% | Add +26.0% | 712,285 | $13.7M |
| Legacy Financial Group LLC | 2.76% | Add +3148.2% | 706,679 | $13.6M |
| Asset Dedication, LLC | 1.00% | Add +30.3% | 697,165 | $13.4M |
| Ameriprise Financial Inc. | 0.00% | Add +109.2% | 682,020 | $13.2M |
| IMA Advisory Services, Inc. | 5.20% | Reduce -8.4% | 570,410 | $11.0M |
| Stifel Financial Corp. | 0.01% | Add +2.8% | 567,996 | $11.0M |
| MML Investors Services, LLC | 0.04% | Add +17.3% | 561,956 | $10.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +8.9% | 502,933 | $9.7M |
| Lido Advisors, LLC | 0.09% | Reduce -3.9% | 496,098 | $9.6M |
| Osaic Holdings, Inc. | 0.02% | Add +42.4% | 486,525 | $9.4M |
| Focus Partners Wealth | 0.08% | Add +9.3% | 485,275 | $9.4M |
| Cookson Peirce & Co. Inc. | 0.50% | Add +9.1% | 484,219 | $9.3M |
| Atlantic Union Bankshares Corp | 0.71% | Add +21.9% | 439,449 | $8.5M |
| Ironwood Financial, llc | 1.94% | Reduce -10.1% | 438,178 | $8.5M |
| Sentinel Pension Advisors, LLC | 1.80% | Add +44.6% | 436,756 | $8.4M |
| Chatham Capital Group, Inc. | 1.53% | New | 433,430 | $8.4M |
| Equitable Holdings, Inc. | 0.09% | Add +26.6% | 415,327 | $8.0M |
| Private Advisor Group, LLC | 0.05% | Add +23.8% | 349,015 | $6.7M |
| HUB Investment Partners, LLC | 0.37% | Add +7.8% | 344,702 | $6.6M |
| Good Life Advisors, LLC | 0.57% | Reduce -5.5% | 330,667 | $6.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -36.1% | 325,659 | $6.3M |
| Sound Stewardship, LLC | 3.74% | Add +530.5% | 319,782 | $6.2M |
| Atria Investments, Inc | 0.08% | Add +57.7% | 318,100 | $6.1M |
| Red Spruce Capital, LLC | 2.79% | Add +17.8% | 311,402 | $6.0M |
| Vaughan David Investments LLC | 0.15% | Add +19.6% | 308,985 | $6.0M |
| Goepper Burkhardt LLC | 2.75% | Add +12.2% | 307,900 | $5.9M |
| Marietta Wealth Management, LLC | 0.95% | Add +9.0% | 298,286 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +134.8% | 291,366 | $5.6M |
| Hengehold Capital Management LLC | 0.60% | Add +2446.4% | 289,598 | $5.6M |
| Straight Path Wealth Management | 3.07% | Add +17.9% | 283,761 | $5.5M |
| Carnegie Investment Counsel | 0.17% | Add +7.1% | 283,452 | $5.5M |
| Legacy CG, LLC | 1.83% | Add +4.8% | 261,114 | $5.0M |
| Clark Asset Management, LLC | 1.52% | Add +15.5% | 257,022 | $5.0M |
| Fca Corp. | 1.58% | Add +2.6% | 253,220 | $4.9M |
| Trilogy Capital Inc. | 0.28% | Reduce -5.8% | 248,796 | $4.8M |
| NewEdge Advisors, LLC | 0.04% | Add +4.1% | 240,560 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +22.7% | 238,847 | $4.6M |
| Vista Investment Management | 1.82% | Add +4.8% | 231,518 | $4.5M |
| Legacy Private Trust Co. | 0.30% | Reduce -56.7% | 213,679 | $4.1M |
| Morton Community Bank | 1.18% | Add +41.1% | 212,935 | $4.1M |
| Horizons Wealth Management | 2.61% | No change | 204,568 | $4.0M |
| Souders Financial Advisors | 0.61% | Add +64.4% | 199,240 | $3.8M |
| Integrated Wealth Concepts LLC | 0.06% | Add +10.7% | 197,249 | $3.8M |
| Laurel Wealth Advisors LLC | 0.65% | Add +44.0% | 196,694 | $3.8M |
| BCS Wealth Management | 1.21% | Add +29.2% | 196,050 | $3.8M |
| Carmel Capital Partners, LLC | 1.56% | Add +18.4% | 195,983 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Add +169.3% | 191,509 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +21.8% | 190,307 | $3.7M |
| Mgo One Seven LLC | 0.19% | Add +9.8% | 188,409 | $3.6M |
| Ledgewood Wealth Advisors, LLC | 3.37% | Add +3.3% | 187,874 | $3.6M |
| AA Financial Advisors, LLC | 1.43% | New | 184,213 | $3.6M |
| McCarthy & Cox | 1.34% | — | 183,462 | $3.5M |
| Rebalance, LLC | 0.27% | Add +8.9% | 168,005 | $3.2M |
| Matthew Goff Investment Advisor, LLC | 0.65% | Reduce -0.5% | 167,518 | $3.2M |
| Berger Financial Group, Inc | 0.26% | Add +4.4% | 166,601 | $3.2M |
| Novare Capital Management LLC | 0.28% | Add +2.4% | 161,550 | $3.1M |
| Sigma Planning Corp | 0.10% | Add +147.6% | 159,196 | $3.1M |
| S.E.E.D. Planning Group LLC | 1.09% | New | 155,013 | $3.0M |
| Addison Advisors LLC | 1.03% | Add +12.8% | 154,531 | $3.0M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -0.2% | 149,757 | $2.9M |
| Aspen Investment Management Inc | 1.45% | Add +12.8% | 148,230 | $2.9M |
| ProVise Management Group, LLC | 0.24% | Add +55.3% | 146,511 | $2.8M |
| New Potomac Partners, LLC | 1.56% | Add +17.3% | 146,035 | $2.8M |
| Cetera Investment Advisers | 0.01% | New | 144,676 | $2.8M |
| SFE Investment Counsel | 0.61% | Add +1.7% | 138,604 | $2.7M |
| Kirr Marbach & Co. LLC | 0.64% | Reduce -15.0% | 136,599 | $2.6M |
| Exchange Capital Management, Inc. | 0.43% | Add +10.9% | 135,785 | $2.6M |
| Colonial Trust Advisors | 0.24% | Add +12.4% | 127,774 | $2.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Reduce -0.0% | 124,727 | $2.4M |
| Paradiem, LLC | 0.59% | New | 124,142 | $2.4M |
| Oliver Luxxe Assets LLC | 0.49% | Add +4.6% | 122,132 | $2.4M |
| Solitude Financial Services | 1.02% | New | 115,300 | $2.2M |
| Secure Asset Management, LLC | 0.52% | Add +3.1% | 113,819 | $2.2M |
| Avantax Advisory Services, Inc. | 0.02% | Add +28.5% | 113,625 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +378.6% | 110,124 | $2.1M |
| Colonial Trust Co / SC | 0.37% | Add +20.2% | 103,265 | $2.0M |
| Financial Advisory Group | 0.35% | Reduce -1.3% | 103,199 | $2.0M |
| AlphaStar Capital Management, LLC | 0.19% | Add +16.7% | 97,748 | $1.9M |
| Geneos Wealth Management Inc. | 0.09% | Add +43.8% | 97,219 | $1.9M |
| Leavell Investment Management, Inc. | 0.10% | Add +11.5% | 93,042 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +7.1% | 91,750 | $1.8M |
| Captrust Financial Advisors | 0.01% | Add +8.3% | 85,697 | $1.7M |
| Moneco Advisors, LLC | 0.26% | Add +107.6% | 84,389 | $1.6M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Add +34.3% | 81,869 | $1.6M |
| Hanover Advisors Inc. | 0.66% | Add +24.6% | 81,380 | $1.6M |
| Ellevest, Inc. | 0.10% | Add +11.7% | 80,071 | $1.5M |
| G2 Capital Management, LLC / Oh | 0.49% | Add +1.0% | 78,561 | $1.5M |
| Flaharty Asset Management, LLC | 0.22% | No change | 76,909 | $1.5M |
| Blue Barn Wealth, LLC | 0.82% | Add +5.3% | 76,094 | $1.5M |
| Altus Wealth Group LLC | 0.73% | Reduce -8.1% | 75,147 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.12% | Add +2.1% | 74,666 | $1.4M |
| Old Port Advisors | 0.44% | Add +65.4% | 74,047 | $1.4M |
| Sawgrass Asset Management LLC | 0.16% | Reduce -1.4% | 73,634 | $1.4M |
| Roundview Capital LLC | 0.12% | No change | 73,222 | $1.4M |
| Woodmont Investment Counsel LLC | 0.12% | Reduce -0.6% | 72,718 | $1.4M |
| Kessler Investment Group, LLC | 0.85% | Add +1.4% | 71,441 | $1.4M |
| Denver Wealth Management, Inc. | 0.69% | Reduce -51.7% | 69,687 | $1.3M |
| Cwm, LLC | 0.01% | Add +4.7% | 68,698 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -19.7% | 68,436 | $1.3M |
| Masso Torrence Wealth Management Inc. | 0.77% | Add +22.7% | 67,320 | $1.3M |
| Segment Wealth Management, LLC | 0.09% | Reduce -1.4% | 64,345 | $1.2M |
| Prospera Financial Services Inc | 0.03% | Add +2.5% | 60,350 | $1.2M |
| Astoria Portfolio Advisors LLC. | 0.45% | Add +0.5% | 60,472 | $1.2M |
| Silverlake Wealth Management LLC | 0.57% | Add +43.0% | 58,431 | $1.1M |
| Redwood Financial Network Corp | 0.97% | Add +8.5% | 57,617 | $1.1M |
| Butensky & Cohen Financial Security, Inc. | 0.33% | Add +4.4% | 54,480 | $1.1M |
| Kohmann Bosshard Financial Services, LLC | 0.14% | Reduce 0.0% | 53,617 | $1.0M |
| Truist Financial Corp. | 0.00% | Add +4.3% | 51,086 | $985K |
| Apeiron RIA LLC | 0.28% | Add +0.0% | 50,869 | $981K |
| Shufro Rose & Co. LLC | 0.08% | New | 50,417 | $973K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +10.5% | 49,906 | $963K |
| Vermillion & White Wealth Management Group, LLC | 0.76% | New | 49,610 | $957K |
| Stephens Inc. | 0.01% | Add +21.3% | 49,190 | $949K |
| IHT Wealth Management, LLC | 0.04% | Reduce -4.7% | 47,723 | $921K |
| Apella Capital, LLC | 0.05% | Reduce -3.8% | 46,647 | $897K |
| Cypress Wealth Services, LLC | 0.20% | Add +1.3% | 45,072 | $869K |
| Sterling Financial Group, Inc. | 0.41% | Reduce -93.0% | 44,341 | $855K |
| Oder Investment Management, LLC | 0.79% | Add +5.8% | 44,092 | $851K |
| Ballew Advisors, Inc | 0.57% | Add +18.4% | 43,243 | $826K |
| Beacon Financial Group | 0.09% | New | 40,200 | $775K |
| Higgins & Schmidt Wealth Strategies LLC | 0.55% | Add +4.7% | 38,684 | $746K |
| Comerica Bank | 0.00% | Add +2.7% | 37,597 | $725K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.29% | Add +12.3% | 36,610 | $706K |
| Renaissance Technologies | 0.00% | Add +22.0% | 35,502 | $685K |
| Independence Bank of Kentucky | 0.20% | Add +37.3% | 34,965 | $674K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -6.0% | 33,911 | $654K |
| Creative Planning | 0.00% | Add +18.3% | 33,593 | $648K |
| Insight Wealth Partners, LLC | 0.42% | Reduce -4.1% | 33,238 | $641K |
| Onyx Bridge Wealth Group LLC | 0.11% | Reduce -7.9% | 32,905 | $627K |
| Mariner, LLC | 0.00% | Add +80.2% | 32,427 | $626K |
| Western Financial Corp | 0.37% | Add +28.0% | 31,175 | $601K |
| Fifth Third Bancorp | 0.00% | New | 30,500 | $588K |
| True Vision MN LLC | 0.40% | Add +4.5% | 30,051 | $573K |
| Stonebridge Capital Advisors LLC | 0.05% | Add +19.8% | 29,203 | $563K |
| First Command Advisory Services, Inc. | 0.01% | Add +0.6% | 27,125 | $523K |
| Capital Analysts, LLC | 0.02% | Add +3.2% | 26,757 | $516K |
| Strategic Financial Concepts, LLC | 0.12% | Add +32.8% | 25,900 | $500K |
| Corient Private Wealth LP | 0.00% | New | 25,828 | $498K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +63.7% | 25,327 | $489K |
| Sigma Investment Counselors Inc. | 0.03% | Reduce -6.4% | 25,037 | $483K |
| Arete Wealth Advisors, LLC | 0.04% | New | 24,709 | $477K |
| Coordinated Financial Services, Inc. | 0.42% | — | 24,698 | $476K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.5% | 24,490 | $472K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 24,435 | $471K |
| Cibc World Market Inc. | 0.00% | Add +9.1% | 24,200 | $467K |
| Snowden Capital Advisors LLC | 0.01% | Add +4.7% | 23,576 | $455K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -44.0% | 23,200 | $448K |
| First Horizon Advisors, Inc. | 0.01% | Add +13.6% | 21,690 | $418K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +2.5% | 21,541 | $416K |
| HB Wealth Management, LLC | 0.01% | Add +4.3% | 21,295 | $411K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.2% | 20,523 | $396K |
| Kades & Cheifetz LLC | 0.25% | Add +15.0% | 20,357 | $393K |
| Delta Financial Group, Inc. | 0.11% | Reduce -0.7% | 20,239 | $390K |
| Divergent Wealth Advisors | 0.08% | No change | 20,073 | $387K |
| Wealthspire Retirement, LLC | 0.03% | New | 20,073 | $387K |
| Sensible Money, LLC | 0.21% | Add +5.3% | 19,885 | $384K |
| Western Wealth Management, LLC | 0.03% | No change | 19,300 | $372K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -46.9% | 19,266 | $372K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -24.9% | 19,178 | $370K |
| Financial Counselors Inc. | 0.01% | Add +7.3% | 18,950 | $366K |
| Heritage Trust Co | 0.05% | Add +12.7% | 18,403 | $355K |
| Savant Capital, LLC | 0.00% | Reduce -4.2% | 18,043 | $348K |
| Arkadios Wealth Advisors | 0.02% | Add +2.5% | 16,074 | $310K |
| Dover Advisors, LLC | 0.21% | New | 15,916 | $307K |
| Transcend Capital Advisors, LLC | 0.02% | Add +7.1% | 15,779 | $304K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 15,775 | $304K |
| RVW Wealth, LLC | 0.03% | No change | 15,616 | $301K |
| Advisory Services Network, LLC | 0.01% | Add +4843.8% | 15,474 | $298K |
| American Institute for Advanced Investment Management, LLP | 0.23% | New | 15,320 | $296K |
| Ramiah Investment Group | 0.27% | Add +11.7% | 15,044 | $290K |
| First Fiduciary Investment Counsel, Inc. | 0.06% | Add +34.8% | 15,055 | $290K |
| Foundations Investment Advisors, LLC | 0.01% | New | 14,513 | $280K |
| Principal Securities, Inc. | 0.01% | Add +12.1% | 14,387 | $278K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -20.2% | 14,374 | $277K |
| Aptus Capital Advisors, LLC | 0.01% | New | 14,271 | $275K |
| Independent Financial Group, LLC | 0.01% | Add +15.8% | 13,730 | $265K |
| LongView Wealth Management | 0.10% | No change | 13,000 | $251K |
| Levy Wealth Management Group, LLC | 0.07% | No change | 12,875 | $250K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 12,607 | $243K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -2.5% | 12,416 | $240K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 12,319 | $238K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +141.4% | 12,227 | $236K |
| United Capital Financial Advisors, LLC | 0.00% | New | 11,890 | $229K |
| Keel Point, LLC | 0.02% | Add +0.1% | 11,875 | $229K |
| Kaydan Wealth Management, Inc. | 0.08% | Add +9.6% | 11,833 | $228K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -1.5% | 11,736 | $226K |
| Iowa State Bank | 0.05% | Reduce -11.0% | 11,156 | $215K |
| Genesee Capital Advisors, LLC | 0.12% | Add +1.0% | 11,092 | $214K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +1.8% | 10,157 | $196K |
| Foundry Financial Group, Inc. | 0.14% | New | 10,159 | $196K |
| GS Investments, Inc. | 0.09% | No change | 9,325 | $180K |
| US Bancorp \de | 0.00% | Add +189.4% | 9,038 | $174K |
| Montag A & Associates Inc. | 0.01% | Reduce -2.6% | 8,534 | $165K |
| Harbour Investments, Inc. | 0.00% | Add +1.0% | 6,979 | $135K |
| Key Financial Inc | 0.03% | Add +98.0% | 6,942 | $134K |
| Webster Bank, N. A. | 0.01% | No change | 6,538 | $126K |
| FinTrust Capital Advisors, LLC | 0.02% | Reduce -3.2% | 6,054 | $117K |
| Gradient Investments LLC | 0.00% | Add +28.9% | 5,509 | $106K |
| Westside Investment Management, Inc. | 0.02% | New | 5,116 | $98K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -22.6% | 4,666 | $90K |
| Marquette Asset Management, LLC | 0.01% | No change | 3,920 | $76K |
| CBIZ Investment Advisory Services, LLC | 0.01% | New | 3,918 | $76K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,687 | $71K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -1.4% | 3,523 | $68K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,313 | $64K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 3,300 | $64K |
| PNC Financial Services Group, Inc. | 0.00% | Add +547.2% | 3,074 | $59K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +1.0% | 3,052 | $59K |
| Private Trust Co. NA | 0.01% | Add +3488.1% | 3,014 | $58K |
| West Branch Capital LLC | 0.02% | No change | 2,001 | $39K |
| Ancora Advisors LLC | 0.00% | No change | 1,924 | $37K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,775 | $34K |
| IFP Advisors, Inc | 0.00% | Reduce -32.0% | 1,663 | $32K |
| Davis Capital Management | 0.03% | Add +6.5% | 1,628 | $31K |
| Larson Financial Group LLC | 0.00% | No change | 1,558 | $30K |
| Voisard Asset Management Group, Inc. | 0.01% | New | 1,287 | $25K |
| Motco | 0.00% | New | 1,220 | $24K |
| Smithfield Trust Co | 0.00% | No change | 1,118 | $22K |
| Aspect Partners, LLC | 0.02% | No change | 1,028 | $20K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 1,000 | $19K |
| Optimum Investment Advisors | 0.01% | New | 1,000 | $19K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,000 | $19K |
| Jones Financial Companies LLLP | 0.00% | New | 1,000 | $19K |
| Parallel Advisors, LLC | 0.00% | No change | 997 | $19K |
| Tyler-Stone Wealth Management | 0.01% | No change | 700 | $14K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 555 | $11K |
| Northwest Investment Counselors, LLC | 0.00% | New | 451 | $9K |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -89.8% | 311 | $6K |
| First PREMIER Bank | 0.00% | New | 205 | $4K |
| JPMorgan Chase & Co. | 0.00% | New | 175 | $3K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 33 | $636 |
| FMR LLC | 0.00% | Reduce -99.1% | 19 | $367 |
"% of holder's portfolio" is BSCR's weight in each manager's 13F, not the share of Invesco Bulletshares 2027 CB the manager owns.