Invesco Bulletshares 2027 CBBSCRETF
13F holders, Q4 2024 (December 31)330holders +38
40new positions
23sold out
2famous investors
$19.48avg. 13F price*
At the end of Q4 2024, 330 institutions reported holding Invesco Bulletshares 2027 CB (BSCR) in their 13F filings, up 38 from Q3 2024. 40 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($165.6M), Wells Fargo & Company ($110.9M) and LPL Financial LLC ($87.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bulletshares 2027 CB
- CUSIP
- 46138J783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $78.4M |
| Exits | 23 | $14.9M |
All 13F filers, Q3 2024 → Q4 2024: 14,466,298 shares bought and 3,753,637 shares sold, net +10,712,661 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 330 holders
| Morgan Stanley | 0.01% | Add +3.3% | 8,499,060 | $165.6M |
| Wells Fargo & Company | 0.03% | Add +16.4% | 5,693,129 | $110.9M |
| LPL Financial LLC | 0.04% | Add +13.4% | 4,498,732 | $87.6M |
| Bank of America Corp. | 0.01% | Add +0.4% | 3,926,426 | $76.5M |
| Raymond James Financial Inc. | 0.03% | — | 3,852,826 | $75.1M |
| UBS Group AG | 0.01% | Add +11.5% | 3,227,500 | $62.9M |
| Manchester Financial Inc. | 12.80% | Reduce -8.3% | 3,002,123 | $58.5M |
| Clearstead Advisors, LLC | 0.78% | Add +4.3% | 2,646,447 | $51.6M |
| Hills Bank & Trust Co | 3.45% | Add +0.7% | 2,354,624 | $45.9M |
| Invesco Ltd. | 0.01% | Add +29.2% | 2,289,649 | $44.6M |
| Avior Wealth Management, LLC | 1.48% | Add +12.2% | 2,070,713 | $40.3M |
| MAI Capital Management | 0.30% | New | 2,034,153 | $39.6M |
| Royal Bank of Canada | 0.01% | Add +15.8% | 1,870,305 | $36.4M |
| Brookstone Capital Management | 0.44% | Reduce -1.2% | 1,567,110 | $30.5M |
| Davis R M Inc. | 0.57% | Add +6.9% | 1,488,081 | $29.0M |
| Bluespring Wealth Management, LLC | 2.88% | Add +15.5% | 1,442,675 | $28.1M |
| TLWM | 4.27% | Add +11.6% | 1,114,647 | $21.7M |
| 49 Wealth Management, LLC | 2.93% | Add +45.7% | 1,056,058 | $20.6M |
| Janney Montgomery Scott LLC | 0.06% | Add +0.1% | 1,022,243 | $19.9M |
| Anchor Investment Management, LLC | 1.71% | Add +6.7% | 941,859 | $18.3M |
| Independent Advisor Alliance | 0.24% | New | 929,329 | $18.1M |
| Baird Financial Group, Inc. | 0.03% | Add +62.9% | 905,798 | $17.6M |
| MML Investors Services, LLC | 0.06% | Add +17.1% | 860,484 | $16.8M |
| Legacy Financial Group LLC | 2.70% | Add +7.8% | 855,470 | $16.7M |
| Osaic Holdings, Inc. | 0.04% | Add +11.8% | 848,710 | $16.5M |
| Ameriprise Financial Inc. | 0.00% | Add +53.9% | 752,615 | $14.7M |
| Captrust Financial Advisors | 0.04% | Add +52.8% | 721,469 | $14.1M |
| Asset Dedication, LLC | 1.08% | Reduce -3.0% | 706,510 | $13.8M |
| Stifel Financial Corp. | 0.01% | Add +8.1% | 703,523 | $13.7M |
| Moneco Advisors, LLC | 1.37% | Add +61.7% | 666,521 | $13.0M |
| Atlantic Union Bankshares Corp | 0.75% | Add +8.7% | 659,579 | $12.8M |
| Kirr Marbach & Co. LLC | 2.70% | Add +369.5% | 640,527 | $12.5M |
| IMA Advisory Services, Inc. | 1.49% | Add +2.3% | 633,282 | $12.3M |
| Cornerstone Wealth Management, LLC | 0.81% | Add +2561.6% | 615,020 | $12.0M |
| Focus Partners Wealth | 0.03% | Add +5.7% | 583,902 | $11.4M |
| Clark Asset Management, LLC | 2.00% | Add +32.8% | 549,389 | $10.7M |
| NewEdge Advisors, LLC | 0.06% | Add +88.6% | 525,617 | $10.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +29.3% | 525,576 | $10.2M |
| Cookson Peirce & Co. Inc. | 0.46% | Add +4.2% | 516,705 | $10.1M |
| Ironwood Financial, llc | 2.09% | Reduce -0.3% | 511,863 | $10.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +23.3% | 492,245 | $9.6M |
| Lido Advisors, LLC | 0.06% | Add +14.3% | 487,344 | $9.5M |
| AA Financial Advisors, LLC | 2.47% | Add +35.0% | 475,466 | $9.3M |
| Goepper Burkhardt LLC | 3.71% | Add +16.2% | 468,400 | $9.1M |
| Truist Financial Corp. | 0.01% | Reduce -6.9% | 466,011 | $9.1M |
| Chatham Capital Group, Inc. | 1.48% | Reduce -0.2% | 462,145 | $9.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +16.5% | 459,677 | $9.0M |
| Cetera Investment Advisers | 0.02% | Add +275.1% | 430,249 | $8.4M |
| Genesis Wealth Advisors, LLC | 7.16% | — | 421,479 | $8.2M |
| GPM Growth Investors, Inc. | 3.35% | Reduce -0.3% | 407,400 | $7.9M |
| Summit Investment Advisors, Inc. | 7.03% | — | 405,809 | $7.9M |
| HighTower Advisors, LLC | 0.01% | Add +6.5% | 391,363 | $7.6M |
| Vaughan David Investments LLC | 0.18% | Add +7.8% | 387,725 | $7.6M |
| Straight Path Wealth Management | 2.92% | Add +7.3% | 379,616 | $7.4M |
| Sentinel Pension Advisors, LLC | 1.37% | Reduce -3.0% | 379,552 | $7.4M |
| BCS Wealth Management | 1.80% | Add +18.5% | 371,428 | $7.2M |
| Siligmueller & Norvid Wealth Advisors LLC | 3.07% | — | 369,249 | $7.2M |
| Hengehold Capital Management LLC | 0.66% | Add +14.2% | 360,537 | $7.0M |
| Private Advisor Group, LLC | 0.04% | Add +5.3% | 357,666 | $7.0M |
| HUB Investment Partners, LLC | 0.29% | Reduce -15.8% | 351,357 | $6.8M |
| Sound Stewardship, LLC | 4.05% | Add +1.9% | 349,663 | $6.8M |
| Sanctuary Advisors, LLC | 0.04% | Add +24.3% | 343,314 | $6.7M |
| Renaissance Technologies | 0.01% | Add +63.6% | 322,700 | $6.3M |
| Red Spruce Capital, LLC | 2.75% | Reduce -6.3% | 318,163 | $6.2M |
| Old Second National Bank of Aurora | 1.38% | Add +2582.1% | 311,638 | $6.1M |
| Motley Fool Wealth Management, LLC | 0.31% | Reduce -57.3% | 307,923 | $6.0M |
| Marietta Wealth Management, LLC | 0.86% | Add +0.5% | 307,190 | $6.0M |
| Carnegie Investment Counsel | 0.17% | Add +1.3% | 298,751 | $5.8M |
| Equitable Holdings, Inc. | 0.05% | Add +12.6% | 284,445 | $5.5M |
| Ledgewood Wealth Advisors, LLC | 3.52% | Add +18.1% | 279,714 | $5.4M |
| Fca Corp. | 1.64% | Add +1.4% | 269,563 | $5.3M |
| Eastern Bank | 0.10% | Reduce -39.0% | 268,413 | $5.2M |
| Carmel Capital Partners, LLC | 2.06% | Add +5.7% | 262,476 | $5.1M |
| Morton Community Bank | 1.32% | Add +6.9% | 256,833 | $5.0M |
| Integrated Wealth Concepts LLC | 0.06% | Add +8.0% | 256,254 | $5.0M |
| EP Wealth Advisors, LLC | 0.04% | Add +57.2% | 248,502 | $4.8M |
| Howard Wealth Management, LLC | 2.58% | Add +10.5% | 244,374 | $4.8M |
| Laurel Wealth Advisors LLC | 0.73% | Add +7.6% | 240,981 | $4.7M |
| Souders Financial Advisors | 0.63% | Add +8.4% | 231,362 | $4.5M |
| McCarthy & Cox | 1.53% | Add +14.8% | 226,303 | $4.4M |
| Trilogy Capital Inc. | 0.22% | Reduce -2.1% | 223,059 | $4.3M |
| Mgo One Seven LLC | 0.16% | Add +2.0% | 212,288 | $4.1M |
| Berger Financial Group, Inc | 0.28% | Add +4.2% | 209,737 | $4.1M |
| Addison Advisors LLC | 1.13% | Add +7.6% | 208,788 | $4.1M |
| TrinityPoint Wealth, LLC | 0.55% | Add +14.1% | 200,081 | $3.9M |
| Colonial Trust Advisors | 0.34% | Add +15.7% | 199,252 | $3.9M |
| ProVise Management Group, LLC | 0.33% | Add +5.3% | 199,156 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -72.3% | 197,730 | $3.9M |
| SFE Investment Counsel | 0.81% | Add +13.8% | 196,869 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +15.8% | 191,672 | $3.7M |
| Vista Investment Management | 1.36% | Reduce -16.9% | 184,247 | $3.6M |
| Horizons Wealth Management | 2.62% | Add +5.7% | 173,383 | $3.4M |
| Infinity Wealth Counsel, LLC | 3.60% | — | 173,162 | $3.4M |
| S.E.E.D. Planning Group LLC | 1.11% | Add +5.0% | 170,404 | $3.3M |
| Hennion & Walsh Asset Management, Inc. | 0.15% | Add +26.5% | 170,009 | $3.3M |
| Aspen Investment Management Inc | 1.50% | Add +13.3% | 166,230 | $3.2M |
| Novare Capital Management LLC | 0.27% | Add +1.6% | 165,360 | $3.2M |
| Allworth Financial LP | 0.02% | New | 163,123 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -11.8% | 161,440 | $3.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +2.1% | 159,305 | $3.1M |
| Avantax Advisory Services, Inc. | 0.02% | Add +10.3% | 151,252 | $2.9M |
| Secure Asset Management, LLC | 0.44% | Add +18.3% | 149,076 | $2.9M |
| Matthew Goff Investment Advisor, LLC | 0.53% | Reduce -8.0% | 145,446 | $2.8M |
| Colonial Trust Co / SC | 0.42% | Add +14.3% | 143,984 | $2.8M |
| Good Life Advisors, LLC | 0.20% | Reduce -60.3% | 142,695 | $2.8M |
| Cornerstone Planning, LLC | 1.04% | — | 139,729 | $2.7M |
| Old Port Advisors | 0.77% | Add +30.9% | 137,762 | $2.7M |
| Farnam Financial LLC | 2.80% | Add +18.3% | 137,708 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +120.9% | 136,170 | $2.7M |
| Exchange Capital Management, Inc. | 0.41% | Reduce -2.2% | 133,762 | $2.6M |
| Montag A & Associates Inc. | 0.12% | Add +167.7% | 132,113 | $2.6M |
| Geneos Wealth Management Inc. | 0.09% | Add +3.7% | 131,733 | $2.6M |
| Gladstone Institutional Advisory LLC | 0.12% | Add +2.3% | 127,593 | $2.5M |
| Waverly Advisors, LLC | 0.04% | Add +713.1% | 126,327 | $2.5M |
| Paradiem, LLC | 0.66% | Add +1.3% | 125,456 | $2.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +57.2% | 123,112 | $2.4M |
| AlphaStar Capital Management, LLC | 0.24% | Add +2.1% | 120,242 | $2.3M |
| Evexia Wealth LLC | 0.77% | Add +135.0% | 116,779 | $2.3M |
| Oliver Luxxe Assets LLC | 0.40% | No change | 112,750 | $2.2M |
| River Street Advisors LLC | 1.13% | Add +1164.5% | 113,474 | $2.2M |
| CRA Financial Services, LLC | 0.38% | Add +80.8% | 112,563 | $2.2M |
| Silverlake Wealth Management LLC | 0.84% | Add +28.6% | 111,833 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +189.7% | 110,050 | $2.1M |
| Tenon Financial LLC | 1.39% | Add +141.5% | 110,018 | $2.1M |
| Creative Planning | 0.00% | Add +296.1% | 109,519 | $2.1M |
| Ellevest, Inc. | 0.12% | Add +5.5% | 107,959 | $2.1M |
| Prospera Financial Services Inc | 0.05% | Reduce -17.5% | 106,289 | $2.1M |
| Legacy Private Trust Co. | 0.14% | Reduce -17.5% | 106,155 | $2.1M |
| Blue Barn Wealth, LLC | 1.05% | Add +13.2% | 102,031 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -76.7% | 99,274 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +94.2% | 97,767 | $1.9M |
| Stephens Inc. | 0.03% | Add +15.8% | 96,222 | $1.9M |
| Opulen Financial Group LLC | 1.67% | — | 94,270 | $1.8M |
| Leavell Investment Management, Inc. | 0.09% | Reduce -3.4% | 89,756 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -68.9% | 88,998 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +33.0% | 86,152 | $1.7M |
| River Wealth Advisors LLC | 0.21% | New | 83,099 | $1.6M |
| G2 Capital Management, LLC / Oh | 0.47% | Add +1.1% | 81,181 | $1.6M |
| Masso Torrence Wealth Management Inc. | 0.82% | Add +15.2% | 79,694 | $1.6M |
| Beaumont Financial Advisors, LLC | 0.11% | Add +4.4% | 78,092 | $1.5M |
| Cwm, LLC | 0.01% | Reduce -2.0% | 77,710 | $1.5M |
| Denver Wealth Management, Inc. | 0.67% | Reduce -15.3% | 76,721 | $1.5M |
| Sawgrass Asset Management LLC | 0.16% | Add +7.0% | 76,024 | $1.5M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -4.4% | 74,503 | $1.5M |
| Hanover Advisors Inc. | 0.59% | Add +3.5% | 72,300 | $1.4M |
| Oder Investment Management, LLC | 1.17% | Add +21.4% | 71,869 | $1.4M |
| Lantz Financial LLC | 0.37% | New | 71,750 | $1.4M |
| Park Avenue Securities LLC | 0.01% | New | 71,646 | $1.4M |
| Redwood Financial Network Corp | 1.03% | Add +7.3% | 70,710 | $1.4M |
| Astoria Portfolio Advisors LLC. | 0.48% | Add +13.9% | 68,527 | $1.3M |
| Woodmont Investment Counsel LLC | 0.10% | No change | 68,404 | $1.3M |
| Old Mission Capital LLC | 0.03% | New | 67,793 | $1.3M |
| IHT Wealth Management, LLC | 0.04% | Reduce -32.8% | 67,013 | $1.3M |
| Roundview Capital LLC | 0.08% | No change | 62,089 | $1.2M |
| Segment Wealth Management, LLC | 0.08% | Add +1.5% | 61,892 | $1.2M |
| RPg Family Wealth Advisory, LLC | 0.42% | New | 61,500 | $1.2M |
| Butensky & Cohen Financial Security, Inc. | 0.36% | Add +2.2% | 59,400 | $1.2M |
| ArborFi Advisors, LLC | 1.16% | — | 59,085 | $1.2M |
| Key Financial Inc | 0.26% | Add +76.6% | 59,056 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +155.8% | 58,009 | $1.1M |
| Flow Traders U.S. LLC | 0.05% | New | 57,992 | $1.1M |
| Kessler Investment Group, LLC | 0.53% | Reduce -7.9% | 57,483 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +265.1% | 57,162 | $1.1M |
| Strategic Financial Concepts, LLC | 0.21% | Add +130.6% | 56,707 | $1.1M |
| Shufro Rose & Co. LLC | 0.09% | Add +11.6% | 56,267 | $1.1M |
| Flaharty Asset Management, LLC | 0.16% | No change | 55,969 | $1.1M |
| Richmond Investment Services, LLC | 0.61% | — | 55,462 | $1.1M |
| Guardian Wealth Advisors, LLC / NC | 0.09% | Add +5.2% | 55,036 | $1.1M |
| Kohmann Bosshard Financial Services, LLC | 0.13% | Add +0.8% | 54,812 | $1.1M |
| Apeiron RIA LLC | 0.30% | Reduce -1.7% | 54,497 | $1.1M |
| Hobbs Group Advisors, LLC | 0.39% | Reduce -0.1% | 52,933 | $1.0M |
| Freedom Investment Management, Inc. | 0.08% | Add +84.0% | 52,198 | $1.0M |
| Redmond Asset Management, LLC | 0.25% | New | 50,672 | $987K |
| Comerica Bank | 0.00% | Add +13.2% | 50,586 | $985K |
| Vantage Point Financial LLC | 0.53% | — | 50,492 | $984K |
| Vermillion & White Wealth Management Group, LLC | 0.71% | No change | 49,610 | $966K |
| Capital Analysts, LLC | 0.04% | Reduce -10.4% | 49,500 | $964K |
| Diversify Advisory Services, LLC | 0.05% | New | 48,564 | $944K |
| Cypress Wealth Services, LLC | 0.19% | Reduce -1.0% | 47,864 | $932K |
| Independence Bank of Kentucky | 0.14% | Reduce -1.6% | 47,105 | $918K |
| Sigma Planning Corp | 0.03% | Add +11.9% | 47,087 | $917K |
| Towne Trust Company, N.A | 0.31% | New | 45,756 | $891K |
| Cynosure Group, LLC | 0.13% | No change | 45,719 | $891K |
| YANKCOM Partnership | 0.47% | — | 45,037 | $877K |
| Altus Wealth Group LLC | 0.38% | Reduce -5.4% | 44,197 | $861K |
| Apella Capital, LLC | 0.03% | Add +2.1% | 43,686 | $851K |
| Western Financial Corp | 0.45% | Add +14.9% | 41,716 | $813K |
| Wingate Wealth Advisors, Inc. | 0.80% | — | 41,589 | $810K |
| Webster Bank, N. A. | 0.09% | Add +528.4% | 41,086 | $800K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -9.8% | 40,675 | $792K |
| Brown Advisory Inc. | 0.00% | No change | 39,382 | $767K |
| Koss-Olinger Consulting, LLC | 0.07% | Add +5.9% | 39,166 | $763K |
| Heritage Trust Co | 0.09% | — | 38,997 | $760K |
| Insight Wealth Partners, LLC | 0.48% | Add +14.8% | 38,744 | $755K |
| Strid Group, LLC | 0.12% | Add +269.3% | 38,444 | $749K |
| Coordinated Financial Services, Inc. | 0.58% | — | 37,853 | $737K |
| Provenance Wealth Advisors, LLC | 0.09% | Reduce -82.4% | 37,280 | $726K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.26% | Add +0.4% | 37,258 | $726K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.1% | 36,667 | $714K |
| Thrivent Financial for Lutherans | 0.00% | New | 36,385 | $709K |
| Oregon Pacific Wealth Management, LLC | 0.69% | — | 35,960 | $701K |
| True Vision MN LLC | 0.41% | Add +0.4% | 35,867 | $699K |
| OneDigital Investment Advisors LLC | 0.01% | Add +10.8% | 34,527 | $673K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -1.3% | 32,246 | $628K |
| First Fiduciary Investment Counsel, Inc. | 0.13% | Add +88.2% | 32,187 | $627K |
| Capital Investment Advisors, LLC | 0.01% | Add +6.7% | 31,507 | $614K |
| Mercer Global Advisors Inc. | 0.00% | New | 30,756 | $599K |
| Mariner, LLC | 0.00% | Add +35.1% | 30,696 | $598K |
| Fifth Third Bancorp | 0.00% | No change | 30,500 | $594K |
| Monterey Private Wealth, Inc. | 0.20% | Reduce -1.4% | 30,360 | $591K |
| Kingsview Wealth Management, LLC | 0.01% | Add +9.0% | 29,897 | $582K |
| American Institute for Advanced Investment Management, LLP | 0.43% | Add +28.9% | 29,816 | $581K |
| Whitener Capital Management, Inc. | 0.16% | Add +84.3% | 29,324 | $571K |
| Kades & Cheifetz LLC | 0.29% | Add +1.1% | 29,161 | $568K |
| Delta Financial Group, Inc. | 0.13% | Add +3.7% | 28,572 | $557K |
| Keel Point, LLC | 0.04% | Add +138.9% | 28,420 | $554K |
| Arete Wealth Advisors, LLC | 0.04% | Add +1.8% | 28,364 | $552K |
| Unified Investment Management | 0.62% | — | 27,900 | $543K |
| BridgePort Financial Solutions, LLC | 0.23% | — | 26,136 | $511K |
| Crews Bank & Trust | 0.09% | — | 26,160 | $510K |
| Onyx Bridge Wealth Group LLC | 0.07% | Reduce -15.2% | 26,063 | $508K |
| Rebalance, LLC | 0.04% | Reduce -86.8% | 25,974 | $506K |
| GAMMA Investing LLC | 0.04% | Add +250.9% | 25,897 | $504K |
| HB Wealth Management, LLC | 0.01% | Add +3.6% | 25,771 | $502K |
| ORG Partners LLC | 0.07% | No change | 25,725 | $501K |
| Corient Private Wealth LP | 0.00% | Reduce -3.2% | 25,311 | $493K |
| Sax Wealth Advisors, LLC | 0.04% | Add +0.8% | 24,987 | $487K |
| Cibc World Market Inc. | 0.00% | No change | 24,500 | $477K |
| United Capital Financial Advisors, LLC | 0.00% | Add +21.2% | 23,985 | $467K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +4.5% | 23,635 | $460K |
| Principal Securities, Inc. | 0.01% | Add +6.7% | 23,473 | $457K |
| Central Valley Advisors, LLC | 0.21% | New | 23,196 | $452K |
| Ramiah Investment Group | 0.41% | Add +25.2% | 23,131 | $451K |
| Arkadios Wealth Advisors | 0.02% | Add +0.2% | 23,042 | $449K |
| Sensible Money, LLC | 0.20% | Add +2.7% | 22,962 | $447K |
| Blossom Wealth Management | 0.86% | New | 22,850 | $445K |
| Allen Capital Group, LLC | 0.05% | Add +39.2% | 22,422 | $437K |
| Tyler-Stone Wealth Management | 0.08% | Add +0.1% | 21,905 | $427K |
| Tassel Capital Management, Inc. | 0.38% | — | 21,857 | $426K |
| Western Wealth Management, LLC | 0.02% | Add +0.6% | 21,625 | $421K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -8.9% | 21,255 | $414K |
| Certified Advisory Corp | 0.04% | Add +0.5% | 20,683 | $403K |
| Savant Capital, LLC | 0.00% | Add +0.7% | 20,371 | $397K |
| Wealthspire Retirement, LLC | 0.03% | No change | 20,073 | $391K |
| Moller Wealth Partners | 0.10% | No change | 20,000 | $390K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +75.1% | 19,724 | $384K |
| Financial Life Planners | 0.31% | — | 19,271 | $375K |
| &partners | 0.00% | Add +43.5% | 19,273 | $375K |
| Financial Counselors Inc. | 0.01% | No change | 18,950 | $369K |
| Revolve Wealth Partners, LLC | 0.05% | New | 18,672 | $364K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -7.7% | 18,498 | $360K |
| Independent Financial Group, LLC | 0.01% | Add +2.7% | 17,578 | $342K |
| Verdence Capital Advisors LLC | 0.03% | New | 17,316 | $337K |
| Advisory Services Network, LLC | 0.01% | Add +4.0% | 16,913 | $329K |
| Dover Advisors, LLC | 0.19% | Reduce -2.6% | 16,909 | $329K |
| Ballew Advisors, Inc | 0.21% | No change | 16,790 | $326K |
| RVW Wealth, LLC | 0.03% | Add +3.1% | 16,633 | $324K |
| World Equity Group, Inc. | 0.07% | New | 16,384 | $319K |
| WESPAC Advisors, LLC | 0.23% | New | 16,023 | $312K |
| Chris Bulman Inc | 0.20% | Add +0.3% | 15,940 | $311K |
| Aveo Capital Partners, LLC | 0.03% | Add +1.1% | 15,832 | $308K |
| LongView Wealth Management | 0.09% | Add +19.7% | 15,200 | $296K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 14,429 | $281K |
| Net Worth Advisory Group | 0.08% | Reduce -8.7% | 14,338 | $279K |
| Valmark Advisers, Inc. | 0.00% | New | 14,328 | $279K |
| JPL Wealth Management, LLC | 0.08% | — | 14,316 | $279K |
| SMI Advisory Services, LLC | 0.06% | New | 14,136 | $275K |
| FC Advisory LLC | 0.09% | New | 13,856 | $270K |
| Everpar Advisors LLC | 0.13% | New | 13,577 | $264K |
| Larson Financial Group LLC | 0.01% | Reduce -5.2% | 13,281 | $259K |
| DAVENPORT & Co LLC | 0.00% | New | 13,185 | $257K |
| Berkshire Money Management, Inc. | 0.03% | No change | 13,004 | $253K |
| Leo Wealth, LLC | 0.02% | Add +28.1% | 12,996 | $253K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -3.3% | 12,931 | $252K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 12,607 | $246K |
| Rialto Wealth Management, LLC | 0.08% | — | 12,507 | $244K |
| Kaydan Wealth Management, Inc. | 0.08% | Add +0.0% | 12,486 | $243K |
| TFR Capital, LLC. | 0.12% | — | 12,219 | $238K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 12,074 | $235K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 11,885 | $232K |
| Ancora Advisors LLC | 0.00% | Add +203.8% | 11,218 | $219K |
| Obsidian Cio, LLC | 0.04% | New | 11,124 | $217K |
| Benjamin Edwards Inc. | 0.00% | Add +4.4% | 10,945 | $213K |
| Quartz Partners, LLC | 0.13% | New | 10,873 | $212K |
| Retirement Guys Formula LLC | 0.11% | New | 10,754 | $209K |
| SigFig Wealth Management, LLC | 0.01% | New | 10,459 | $204K |
| Foundry Financial Group, Inc. | 0.12% | No change | 10,159 | $198K |
| Morris Financial Concepts, Inc. | 0.08% | No change | 10,122 | $197K |
| Cary Street Partners Financial LLC | 0.01% | — | 9,781 | $191K |
| US Bancorp \de | 0.00% | Reduce -2.6% | 9,773 | $190K |
| Private Trust Co. NA | 0.02% | Add +100.5% | 7,635 | $149K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -18.3% | 7,418 | $145K |
| Pinnacle Bancorp, Inc. | 0.04% | New | 6,933 | $135K |
| IFP Advisors, Inc | 0.00% | Add +295.2% | 6,718 | $131K |
| JPMorgan Chase & Co. | 0.00% | Reduce -95.7% | 6,152 | $120K |
| Westside Investment Management, Inc. | 0.02% | No change | 5,903 | $115K |
| United Community Bank | 0.04% | New | 5,500 | $107K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 5,410 | $105K |
| SJS Investment Consulting Inc. | 0.02% | Add +46.3% | 4,846 | $94K |
| GS Investments, Inc. | 0.04% | Reduce -53.1% | 4,375 | $85K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -56.8% | 4,317 | $84K |
| AdvisorNet Financial, Inc | 0.01% | Add +10.1% | 4,061 | $79K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.1% | 4,048 | $79K |
| Marquette Asset Management, LLC | 0.01% | No change | 3,960 | $77K |
| Topsail Wealth Management, LLC | 0.01% | — | 3,035 | $59K |
| Cary Street Partners Investment Advisory LLC | 0.04% | New | 3,023 | $59K |
| FMR LLC | 0.00% | Add +129.3% | 2,829 | $55K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.5% | 2,698 | $53K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 2,275 | $44K |
| Caldwell Trust Co | 0.00% | No change | 2,245 | $44K |
| West Branch Capital LLC | 0.01% | No change | 2,001 | $39K |
| Davis Capital Management | 0.03% | No change | 1,628 | $32K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,615 | $31K |
| AE Wealth Management LLC | 0.00% | New | 1,380 | $27K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 1,300 | $25K |
| Smithfield Trust Co | 0.00% | No change | 1,155 | $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 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 714 | $14K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 555 | $11K |
| Redwood Park Advisors LLC | 0.01% | — | 523 | $10K |
| Noble Wealth Management PBC | 0.01% | — | 500 | $10K |
| Transce3nd, LLC | 0.00% | — | 442 | $9K |
| Field & Main Bank | 0.00% | New | 426 | $8K |
| First PREMIER Bank | 0.00% | No change | 205 | $4K |
| Mattson Financial Services, LLC | 0.00% | No change | 146 | $3K |
| GeoWealth Management, LLC | 0.00% | New | 132 | $3K |
| HM Payson & Co. | 0.00% | New | 126 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 33 | $643 |
"% of holder's portfolio" is BSCR's weight in each manager's 13F, not the share of Invesco Bulletshares 2027 CB the manager owns.