Invesco Bulletshares 2027 CBBSCRETF
13F holders, Q2 2024 (June 30)271holders +19
31new positions
16sold out
1famous investor
$19.13avg. 13F price*
At the end of Q2 2024, 271 institutions reported holding Invesco Bulletshares 2027 CB (BSCR) in their 13F filings, up 19 from Q1 2024. 31 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($159.9M), Wells Fargo & Company ($81.3M) and Bank of America Corp. ($79.2M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $73.3M |
| Exits | 16 | $8.8M |
All 13F filers, Q1 2024 → Q2 2024: 11,286,862 shares bought and 3,276,109 shares sold, net +8,010,753 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 271 holders
| Morgan Stanley | 0.01% | Add +3.4% | 8,317,005 | $159.9M |
| Wells Fargo & Company | 0.02% | Add +9.6% | 4,228,031 | $81.3M |
| Bank of America Corp. | 0.01% | Reduce -19.0% | 4,122,171 | $79.2M |
| LPL Financial LLC | 0.04% | Add +2.6% | 3,683,508 | $70.8M |
| UBS Group AG | 0.02% | Add +4.2% | 2,859,224 | $55.0M |
| Clearstead Advisors, LLC | 0.79% | New | 2,410,517 | $46.3M |
| Hills Bank & Trust Co | 3.52% | Add +14.3% | 2,260,693 | $43.5M |
| Raymond James & Associates | 0.03% | Add +78.6% | 2,036,951 | $39.2M |
| Manchester Financial Inc. | 8.85% | Add +49.3% | 1,871,167 | $36.0M |
| Brookstone Capital Management | 0.52% | Reduce -2.4% | 1,604,591 | $31.2M |
| Eastern Bank | 1.25% | Add +1.0% | 1,612,947 | $31.0M |
| Avior Wealth Management, LLC | 1.24% | Add +40.0% | 1,501,429 | $28.9M |
| Invesco Ltd. | 0.01% | Add +31.0% | 1,408,715 | $27.1M |
| Davis R M Inc. | 0.54% | Add +3.2% | 1,376,881 | $26.5M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +7.3% | 1,218,534 | $23.4M |
| Janney Montgomery Scott LLC | 0.06% | Add +1.9% | 989,836 | $19.0M |
| TLWM | 4.08% | Add +3.5% | 960,671 | $18.5M |
| Royal Bank of Canada | 0.00% | Add +32.4% | 942,679 | $18.1M |
| Anchor Investment Management, LLC | 1.68% | Add +11.0% | 847,364 | $16.3M |
| Legacy Financial Group LLC | 2.93% | Add +9.6% | 774,351 | $14.9M |
| Motley Fool Wealth Management, LLC | 0.74% | Add +1.8% | 756,890 | $14.6M |
| Asset Dedication, LLC | 0.96% | Add +3.2% | 719,198 | $13.8M |
| 49 Wealth Management, LLC | 2.53% | New | 667,773 | $12.8M |
| Osaic Holdings, Inc. | 0.03% | Add +35.5% | 659,012 | $12.7M |
| Kestra Advisory Services, LLC | 0.07% | Add +245.8% | 657,991 | $12.6M |
| MML Investors Services, LLC | 0.05% | Add +16.1% | 652,723 | $12.5M |
| IMA Advisory Services, Inc. | 5.18% | Add +7.1% | 610,741 | $11.7M |
| Stifel Financial Corp. | 0.01% | Add +6.4% | 604,488 | $11.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +10.8% | 557,147 | $10.7M |
| Baird Financial Group, Inc. | 0.02% | Add +682.7% | 535,645 | $10.3M |
| Atlantic Union Bankshares Corp | 0.62% | Add +17.4% | 515,905 | $9.9M |
| Focus Partners Wealth | 0.03% | Add +6.2% | 515,408 | $9.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.3% | 488,855 | $9.4M |
| Cookson Peirce & Co. Inc. | 0.45% | Add +0.4% | 486,364 | $9.3M |
| Chatham Capital Group, Inc. | 1.55% | Add +6.4% | 461,245 | $8.9M |
| Ironwood Financial, llc | 1.97% | Add +4.5% | 457,799 | $8.8M |
| Lido Advisors, LLC | 0.07% | Reduce -13.9% | 427,046 | $8.2M |
| GPM Growth Investors, Inc. | 3.49% | — | 426,814 | $8.2M |
| Equitable Holdings, Inc. | 0.08% | Add +0.9% | 419,157 | $8.1M |
| Sentinel Pension Advisors, LLC | 1.61% | Reduce -7.5% | 404,211 | $7.8M |
| HUB Investment Partners, LLC | 0.37% | Add +14.8% | 395,776 | $7.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +24.7% | 363,280 | $7.0M |
| HighTower Advisors, LLC | 0.01% | Add +10.2% | 358,753 | $6.9M |
| Vaughan David Investments LLC | 0.17% | Add +10.6% | 341,729 | $6.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +42.0% | 339,130 | $6.5M |
| Private Advisor Group, LLC | 0.04% | Reduce -4.8% | 332,434 | $6.4M |
| Red Spruce Capital, LLC | 2.89% | Add +4.0% | 323,951 | $6.2M |
| Straight Path Wealth Management | 3.18% | Add +13.4% | 321,880 | $6.2M |
| Goepper Burkhardt LLC | 2.80% | Add +4.3% | 321,200 | $6.2M |
| Sound Stewardship, LLC | 3.70% | Reduce -0.9% | 316,975 | $6.1M |
| Atria Investments, Inc | 0.08% | Reduce -0.7% | 315,992 | $6.1M |
| Clark Asset Management, LLC | 1.65% | Add +20.6% | 310,018 | $6.0M |
| Marietta Wealth Management, LLC | 0.90% | Add +0.8% | 300,811 | $5.8M |
| Hengehold Capital Management LLC | 0.59% | Add +2.2% | 296,018 | $5.7M |
| Carnegie Investment Counsel | 0.17% | Reduce -2.0% | 277,823 | $5.3M |
| Fca Corp. | 1.58% | Add +1.6% | 257,150 | $4.9M |
| NewEdge Advisors, LLC | 0.04% | Add +6.3% | 255,720 | $4.9M |
| AA Financial Advisors, LLC | 1.73% | Add +38.5% | 255,195 | $4.9M |
| BCS Wealth Management | 2.23% | Add +21.8% | 238,788 | $4.6M |
| Morton Community Bank | 1.24% | Add +7.7% | 229,320 | $4.4M |
| Jane Street Group, LLC | 0.00% | Reduce -76.7% | 224,944 | $4.3M |
| Vista Investment Management | 1.74% | Reduce -3.2% | 224,054 | $4.3M |
| Trilogy Capital Inc. | 0.23% | Reduce -10.7% | 222,142 | $4.3M |
| Carmel Capital Partners, LLC | 1.77% | Add +11.5% | 218,496 | $4.2M |
| Provenance Wealth Advisors, LLC | 0.56% | New | 209,161 | $4.0M |
| Souders Financial Advisors | 0.60% | Add +3.5% | 206,289 | $4.0M |
| Ledgewood Wealth Advisors, LLC | 3.37% | Add +8.2% | 203,248 | $3.9M |
| Laurel Wealth Advisors LLC | 0.68% | Add +3.0% | 202,675 | $3.9M |
| Moneco Advisors, LLC | 0.57% | Add +139.3% | 201,940 | $3.9M |
| Good Life Advisors, LLC | 0.32% | Reduce -39.9% | 198,786 | $3.8M |
| Mgo One Seven LLC | 0.18% | Add +3.8% | 195,509 | $3.8M |
| Berger Financial Group, Inc | 0.30% | Add +15.7% | 192,781 | $3.7M |
| McCarthy & Cox | 1.42% | Add +4.9% | 192,473 | $3.7M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -5.4% | 186,677 | $3.6M |
| ProVise Management Group, LLC | 0.29% | Add +20.5% | 176,611 | $3.4M |
| Rebalance, LLC | 0.26% | Add +1.1% | 169,867 | $3.3M |
| Addison Advisors LLC | 1.04% | Add +8.2% | 167,203 | $3.2M |
| Horizons Wealth Management | 2.54% | Reduce -19.7% | 164,302 | $3.2M |
| SFE Investment Counsel | 0.71% | Add +19.4% | 165,498 | $3.2M |
| Matthew Goff Investment Advisor, LLC | 0.63% | Reduce -4.3% | 160,296 | $3.1M |
| Novare Capital Management LLC | 0.28% | Reduce -1.1% | 159,706 | $3.1M |
| S.E.E.D. Planning Group LLC | 1.07% | Reduce -0.9% | 153,640 | $3.0M |
| Captrust Financial Advisors | 0.01% | Add +79.2% | 153,574 | $3.0M |
| EP Wealth Advisors, LLC | 0.03% | Add +2.2% | 153,047 | $2.9M |
| New Potomac Partners, LLC | 1.58% | Add +3.0% | 150,430 | $2.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | Add +19.2% | 148,630 | $2.9M |
| Aspen Investment Management Inc | 1.40% | Reduce -1.9% | 145,470 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +30.0% | 143,209 | $2.8M |
| Legacy CG, LLC | 0.93% | Reduce -45.4% | 142,627 | $2.7M |
| Colonial Trust Advisors | 0.26% | Add +10.7% | 141,458 | $2.7M |
| Exchange Capital Management, Inc. | 0.43% | Add +0.3% | 136,123 | $2.6M |
| Kirr Marbach & Co. LLC | 0.61% | Reduce -3.6% | 131,709 | $2.5M |
| Avantax Advisory Services, Inc. | 0.02% | Add +14.9% | 130,570 | $2.5M |
| Legacy Private Trust Co. | 0.17% | Reduce -41.1% | 125,901 | $2.4M |
| Paradiem, LLC | 0.60% | Reduce -0.1% | 123,988 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +502.6% | 123,676 | $2.4M |
| Gladstone Institutional Advisory LLC | 0.12% | Add +32.2% | 121,253 | $2.3M |
| Secure Asset Management, LLC | 0.43% | Add +3.4% | 117,724 | $2.3M |
| Cetera Investment Advisers | 0.01% | Reduce -20.8% | 114,597 | $2.2M |
| Oliver Luxxe Assets LLC | 0.45% | Reduce -9.7% | 110,250 | $2.1M |
| Colonial Trust Co / SC | 0.35% | Add +0.5% | 103,740 | $2.0M |
| AlphaStar Capital Management, LLC | 0.18% | Add +5.9% | 103,547 | $2.0M |
| TrinityPoint Wealth, LLC | 0.30% | New | 100,107 | $1.9M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Add +18.8% | 97,273 | $1.9M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -1.5% | 95,743 | $1.8M |
| Old Port Advisors | 0.55% | Add +28.9% | 95,409 | $1.8M |
| Renaissance Technologies | 0.00% | Add +165.0% | 94,065 | $1.8M |
| Leavell Investment Management, Inc. | 0.10% | Add +0.9% | 93,907 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | — | 94,591 | $1.8M |
| Blue Barn Wealth, LLC | 0.95% | Add +16.9% | 88,933 | $1.7M |
| Ellevest, Inc. | 0.10% | Add +8.3% | 86,733 | $1.7M |
| G2 Capital Management, LLC / Oh | 0.48% | Add +1.1% | 79,431 | $1.5M |
| Cwm, LLC | 0.01% | Add +15.2% | 79,138 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.12% | Add +4.3% | 77,872 | $1.5M |
| Sawgrass Asset Management LLC | 0.15% | No change | 73,634 | $1.4M |
| Woodmont Investment Counsel LLC | 0.11% | Reduce -2.7% | 70,725 | $1.4M |
| Roundview Capital LLC | 0.11% | Reduce -4.5% | 69,942 | $1.3M |
| Masso Torrence Wealth Management Inc. | 0.74% | Add +3.2% | 69,472 | $1.3M |
| Denver Wealth Management, Inc. | 0.64% | Reduce -4.0% | 66,918 | $1.3M |
| Hanover Advisors Inc. | 0.56% | Reduce -18.8% | 66,115 | $1.3M |
| Silverlake Wealth Management LLC | 0.52% | Add +12.7% | 65,851 | $1.3M |
| Segment Wealth Management, LLC | 0.09% | Reduce -1.2% | 63,570 | $1.2M |
| Kessler Investment Group, LLC | 0.65% | Reduce -12.1% | 62,819 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +21.4% | 62,010 | $1.2M |
| Redwood Financial Network Corp | 1.00% | Add +7.1% | 61,730 | $1.2M |
| Prospera Financial Services Inc | 0.03% | Add +1.5% | 61,231 | $1.2M |
| Astoria Portfolio Advisors LLC. | 0.42% | Add +0.0% | 60,475 | $1.2M |
| Butensky & Cohen Financial Security, Inc. | 0.35% | Add +4.7% | 57,027 | $1.1M |
| Flaharty Asset Management, LLC | 0.16% | Reduce -27.2% | 55,969 | $1.1M |
| Stephens Inc. | 0.02% | Add +13.6% | 55,880 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +31812.0% | 55,846 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Add +16.1% | 55,428 | $1.1M |
| Kohmann Bosshard Financial Services, LLC | 0.14% | Add +1.0% | 54,168 | $1.0M |
| Apeiron RIA LLC | 0.30% | Add +1.8% | 51,761 | $995K |
| Hobbs Group Advisors, LLC | 0.38% | — | 51,464 | $989K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.7% | 51,254 | $985K |
| Shufro Rose & Co. LLC | 0.08% | No change | 50,417 | $969K |
| Vermillion & White Wealth Management Group, LLC | 0.72% | No change | 49,610 | $954K |
| Altus Wealth Group LLC | 0.47% | Reduce -35.1% | 48,735 | $937K |
| Oder Investment Management, LLC | 0.85% | Add +10.5% | 48,728 | $937K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +92.2% | 48,683 | $936K |
| Capital Analysts, LLC | 0.04% | Add +72.9% | 46,263 | $889K |
| Independence Bank of Kentucky | 0.23% | Add +31.3% | 45,921 | $883K |
| Apella Capital, LLC | 0.04% | Reduce -2.5% | 45,469 | $878K |
| First Command Advisory Services, Inc. | 0.01% | Add +64.1% | 44,521 | $856K |
| CRA Financial Services, LLC | 0.17% | New | 43,798 | $842K |
| Evexia Wealth LLC | 0.31% | New | 43,115 | $833K |
| Comerica Bank | 0.00% | Add +15.1% | 43,261 | $831K |
| Cypress Wealth Services, LLC | 0.18% | Reduce -4.8% | 42,930 | $825K |
| Higgins & Schmidt Wealth Strategies LLC | 0.59% | Add +10.2% | 42,626 | $819K |
| Sterling Financial Group, Inc. | 0.35% | Reduce -9.8% | 40,007 | $769K |
| Brown Advisory Inc. | 0.00% | New | 39,382 | $757K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.28% | No change | 36,610 | $704K |
| Koss-Olinger Consulting, LLC | 0.06% | New | 36,410 | $700K |
| Creative Planning | 0.00% | Add +7.5% | 36,112 | $694K |
| Sigma Planning Corp | 0.02% | Reduce -78.6% | 34,088 | $655K |
| Insight Wealth Partners, LLC | 0.42% | Add +1.5% | 33,733 | $648K |
| Western Financial Corp | 0.39% | Add +7.6% | 33,546 | $645K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -4.3% | 32,435 | $623K |
| Summit Investment Advisory Services, LLC | 0.72% | New | 31,947 | $614K |
| True Vision MN LLC | 0.38% | Add +2.0% | 30,668 | $589K |
| Fifth Third Bancorp | 0.00% | No change | 30,500 | $586K |
| Onyx Bridge Wealth Group LLC | 0.10% | Reduce -7.6% | 30,405 | $584K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +19.9% | 29,286 | $563K |
| Coordinated Financial Services, Inc. | 0.48% | Add +17.6% | 29,036 | $558K |
| OneDigital Investment Advisors LLC | 0.01% | Add +50.5% | 28,854 | $555K |
| Kingsview Wealth Management, LLC | 0.01% | Add +11.9% | 27,417 | $527K |
| Arete Wealth Advisors, LLC | 0.04% | Add +10.5% | 27,310 | $525K |
| Delta Financial Group, Inc. | 0.21% | Add +31.2% | 26,557 | $510K |
| ORG Partners LLC | 0.06% | New | 25,725 | $494K |
| Corient Private Wealth LP | 0.00% | Reduce -2.0% | 25,311 | $486K |
| Cibc World Market Inc. | 0.00% | Add +1.2% | 24,500 | $471K |
| Snowden Capital Advisors LLC | 0.01% | Add +2.5% | 24,166 | $464K |
| Heritage Trust Co | 0.06% | Add +26.0% | 23,188 | $446K |
| Kades & Cheifetz LLC | 0.28% | Add +12.8% | 22,953 | $441K |
| Arkadios Wealth Advisors | 0.03% | Add +41.9% | 22,805 | $438K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +4.9% | 22,589 | $434K |
| First Horizon Advisors, Inc. | 0.01% | Add +1.8% | 22,070 | $424K |
| HB Wealth Management, LLC | 0.00% | Add +0.6% | 21,419 | $412K |
| Sensible Money, LLC | 0.20% | Add +7.3% | 21,339 | $410K |
| Mariner, LLC | 0.00% | Reduce -35.3% | 20,980 | $403K |
| Foundations Investment Advisors, LLC | 0.01% | Add +42.5% | 20,678 | $397K |
| American Institute for Advanced Investment Management, LLP | 0.30% | Add +34.5% | 20,605 | $396K |
| Savant Capital, LLC | 0.00% | Add +11.4% | 20,101 | $386K |
| Divergent Wealth Advisors | 0.07% | No change | 20,073 | $386K |
| Wealthspire Retirement, LLC | 0.03% | No change | 20,073 | $386K |
| Principal Securities, Inc. | 0.01% | Add +39.1% | 20,015 | $385K |
| Moller Wealth Partners | 0.10% | New | 20,000 | $384K |
| Strategic Financial Concepts, LLC | 0.22% | Add +1353.7% | 376,503 | $377K |
| Aptus Capital Advisors, LLC | 0.01% | Add +36.4% | 19,467 | $374K |
| Western Wealth Management, LLC | 0.03% | No change | 19,300 | $371K |
| Jones Financial Companies LLLP | 0.00% | Add +1825.7% | 19,257 | $370K |
| Financial Counselors Inc. | 0.01% | No change | 18,950 | $364K |
| Bluespring Wealth Management, LLC | 0.04% | New | 18,086 | $348K |
| Key Financial Inc | 0.08% | Add +159.3% | 18,000 | $346K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -29.5% | 17,658 | $339K |
| Dover Advisors, LLC | 0.21% | Add +9.1% | 17,368 | $334K |
| United Capital Financial Advisors, LLC | 0.00% | Add +45.0% | 17,235 | $331K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -10.8% | 17,184 | $330K |
| Ballew Advisors, Inc | 0.21% | Reduce -61.4% | 16,687 | $324K |
| Ramiah Investment Group | 0.31% | Add +10.8% | 16,674 | $320K |
| Advisory Services Network, LLC | 0.01% | Add +5.1% | 16,269 | $313K |
| Chris Bulman Inc | 0.21% | — | 16,166 | $311K |
| RVW Wealth, LLC | 0.03% | Add +3.3% | 16,136 | $310K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 15,779 | $303K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 15,775 | $303K |
| Sax Wealth Advisors, LLC | 0.03% | New | 15,465 | $297K |
| Certified Advisory Corp | 0.04% | New | 15,428 | $297K |
| First Fiduciary Investment Counsel, Inc. | 0.06% | No change | 15,055 | $289K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +17.9% | 14,415 | $277K |
| Flow Traders U.S. LLC | 0.01% | New | 14,339 | $276K |
| Oppenheimer & Co. Inc. | 0.00% | Add +15.4% | 14,324 | $275K |
| Independent Financial Group, LLC | 0.01% | Add +1.6% | 13,953 | $268K |
| WCG Wealth Advisors LLC | 0.02% | New | 13,191 | $254K |
| Berkshire Money Management, Inc. | 0.03% | New | 13,004 | $250K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +4.8% | 12,917 | $248K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 12,607 | $242K |
| Lakeridge Wealth Management LLC | 0.15% | New | 12,589 | $242K |
| &partners | 0.01% | New | 12,353 | $237K |
| Kaydan Wealth Management, Inc. | 0.08% | Add +3.3% | 12,228 | $235K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +19.9% | 12,176 | $234K |
| Keel Point, LLC | 0.02% | Add +0.1% | 11,890 | $233K |
| Cerity Partners LLC | 0.00% | New | 12,099 | $233K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -0.3% | 11,706 | $225K |
| Waverly Advisors, LLC | 0.00% | New | 11,478 | $221K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 11,473 | $221K |
| Allen Capital Group, LLC | 0.03% | New | 11,459 | $220K |
| Genesee Capital Advisors, LLC | 0.11% | Add +1.1% | 11,215 | $216K |
| Wambolt & Associates, LLC | 0.06% | New | 10,188 | $196K |
| Foundry Financial Group, Inc. | 0.13% | No change | 10,159 | $195K |
| CreativeOne Wealth, LLC | 0.01% | New | 10,066 | $193K |
| GS Investments, Inc. | 0.08% | No change | 9,325 | $179K |
| US Bancorp \de | 0.00% | No change | 9,038 | $174K |
| Larson Financial Group LLC | 0.01% | Add +450.8% | 8,581 | $165K |
| Montag A & Associates Inc. | 0.01% | No change | 8,534 | $164K |
| Harbour Investments, Inc. | 0.00% | Add +3.3% | 7,207 | $139K |
| Webster Bank, N. A. | 0.01% | No change | 6,538 | $126K |
| Voisard Asset Management Group, Inc. | 0.06% | Add +402.5% | 6,467 | $124K |
| FinTrust Capital Advisors, LLC | 0.02% | No change | 6,054 | $116K |
| Westside Investment Management, Inc. | 0.03% | Add +15.4% | 5,903 | $113K |
| Global Retirement Partners, LLC | 0.00% | Add +63.2% | 5,386 | $104K |
| Gradient Investments LLC | 0.00% | Reduce -4.0% | 5,291 | $102K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -4.0% | 4,478 | $86K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.1% | 3,961 | $76K |
| Marquette Asset Management, LLC | 0.01% | Add +1.0% | 3,960 | $76K |
| Ancora Advisors LLC | 0.00% | Add +91.9% | 3,693 | $71K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,687 | $71K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +0.1% | 3,527 | $67K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,313 | $64K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 3,088 | $59K |
| Private Trust Co. NA | 0.01% | Reduce -15.6% | 2,545 | $49K |
| GAMMA Investing LLC | 0.01% | New | 2,368 | $46K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +28.2% | 2,275 | $44K |
| West Branch Capital LLC | 0.01% | No change | 2,001 | $38K |
| Unique Wealth Strategies, LLC | 0.02% | New | 1,800 | $35K |
| Tyler-Stone Wealth Management | 0.01% | Add +141.4% | 1,690 | $32K |
| IFP Advisors, Inc | 0.00% | Add +1.1% | 1,681 | $32K |
| Davis Capital Management | 0.03% | No change | 1,628 | $31K |
| Smithfield Trust Co | 0.00% | Add +1.2% | 1,131 | $22K |
| International Assets Investment Management, LLC | 0.00% | New | 1,128 | $22K |
| Aspect Partners, LLC | 0.01% | No change | 1,028 | $20K |
| Optimum Investment Advisors | 0.01% | No change | 1,000 | $19K |
| Parallel Advisors, LLC | 0.00% | No change | 997 | $19K |
| Mather Group, Llc. | 0.00% | New | 842 | $16K |
| Assetmark, Inc. | 0.00% | New | 687 | $13K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 555 | $11K |
| First PREMIER Bank | 0.00% | No change | 205 | $4K |
| Mattson Financial Services, LLC | 0.00% | — | 146 | $3K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 66 | $1K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 33 | $634 |
| FMR LLC | 0.00% | No change | 19 | $365 |
"% of holder's portfolio" is BSCR's weight in each manager's 13F, not the share of Invesco Bulletshares 2027 CB the manager owns.