Invesco Bulletshares 2028 CBBSCSETF
13F holders, Q2 2025 (June 30)323holders +8
22new positions
14sold out
1famous investor
$20.49avg. 13F price*
At the end of Q2 2025, 323 institutions reported holding Invesco Bulletshares 2028 CB (BSCS) in their 13F filings, up 8 from Q1 2025. 22 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($151.6M), Wells Fargo & Company ($149.0M) and Raymond James Financial Inc. ($112.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bulletshares 2028 CB
- CUSIP
- 46138J643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $7.9M |
| Exits | 14 | $5.7M |
All 13F filers, Q1 2025 → Q2 2025: 7,861,471 shares bought and 5,043,325 shares sold, net +2,818,146 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 323 holders
| Morgan Stanley | 0.01% | Add +2.9% | 7,397,729 | $151.6M |
| Wells Fargo & Company | 0.03% | Add +24.9% | 7,274,063 | $149.0M |
| Raymond James Financial Inc. | 0.04% | Reduce -7.7% | 5,503,246 | $112.8M |
| Lido Advisors, LLC | 0.57% | Add +4.5% | 5,274,692 | $108.1M |
| LPL Financial LLC | 0.03% | Add +2.3% | 4,783,420 | $98.0M |
| TruWealth Advisors, LLC | 4.90% | Add +2.1% | 4,341,009 | $88.9M |
| Bank of America Corp. | 0.01% | Add +1.3% | 3,367,938 | $69.0M |
| Clearstead Advisors, LLC | 0.78% | Add +3.8% | 2,696,392 | $55.2M |
| UBS Group AG | 0.01% | Add +14.0% | 2,654,851 | $54.4M |
| Hills Bank & Trust Co | 2.96% | Add +0.1% | 2,289,871 | $46.9M |
| Invesco Ltd. | 0.01% | Add +13.2% | 2,157,631 | $44.2M |
| Fusion Family Wealth, LLC | 2.82% | Add +5.5% | 1,627,839 | $33.4M |
| MAI Capital Management | 0.22% | Add +0.3% | 1,569,972 | $32.2M |
| Brookstone Capital Management | 0.37% | Reduce -5.1% | 1,371,721 | $28.1M |
| TLWM | 5.28% | Add +0.1% | 1,356,426 | $27.8M |
| Motley Fool Wealth Management, LLC | 1.51% | Reduce -24.2% | 1,221,193 | $25.0M |
| Royal Bank of Canada | 0.00% | Add +6.8% | 1,196,457 | $24.5M |
| Moneco Advisors, LLC | 1.90% | Add +17.3% | 995,005 | $20.4M |
| Osaic Holdings, Inc. | 0.04% | Add +6.7% | 985,783 | $20.2M |
| Manchester Financial Inc. | 4.17% | Add +510.5% | 973,575 | $19.9M |
| Anchor Investment Management, LLC | 1.74% | Add +3.4% | 965,775 | $19.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +16.7% | 915,236 | $18.8M |
| Siligmueller & Norvid Wealth Advisors LLC | 7.27% | Add +19.6% | 914,990 | $18.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.1% | 808,689 | $16.6M |
| MML Investors Services, LLC | 0.05% | Add +9.4% | 778,550 | $16.0M |
| Stifel Financial Corp. | 0.02% | Add +6.7% | 768,603 | $15.7M |
| Baird Financial Group, Inc. | 0.03% | Add +6.8% | 760,675 | $15.6M |
| Legacy Financial Group LLC | 2.15% | Reduce -7.4% | 751,174 | $15.4M |
| Davis R M Inc. | 0.28% | Add +26.3% | 746,650 | $15.3M |
| Sterling Financial Group, Inc. | 5.02% | Add +1.2% | 730,147 | $15.0M |
| Clark Asset Management, LLC | 2.01% | Add +17.2% | 721,036 | $14.8M |
| Citadel Advisors | 0.01% | Add +1132.7% | 665,407 | $13.6M |
| GPM Growth Investors, Inc. | 5.32% | Add +5.6% | 653,878 | $13.4M |
| Ameriprise Financial Inc. | 0.00% | Add +37.1% | 641,989 | $13.2M |
| NewEdge Advisors, LLC | 0.06% | Add +13.6% | 601,372 | $12.3M |
| Captrust Financial Advisors | 0.03% | Add +35.7% | 581,680 | $11.9M |
| Asset Dedication, LLC | 0.84% | Add +4.1% | 567,164 | $11.6M |
| Goepper Burkhardt LLC | 3.81% | Add +5.4% | 504,936 | $10.3M |
| Kirr Marbach & Co. LLC | 2.04% | Add +5.9% | 503,314 | $10.3M |
| Advisors Capital Management, LLC | 0.14% | Add +0.4% | 499,685 | $10.2M |
| Ironwood Financial, llc | 2.19% | No change | 502,400 | $10.2M |
| First International Bank of Israel Ltd. | 6.01% | — | 498,000 | $10.2M |
| Cookson Peirce & Co. Inc. | 0.44% | Add +0.8% | 488,989 | $10.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +9.9% | 477,748 | $9.8M |
| Central Valley Advisors, LLC | 3.25% | Add +6.3% | 465,429 | $9.5M |
| AMJ Financial Wealth Management | 2.24% | Add +1.3% | 432,616 | $8.9M |
| Hengehold Capital Management LLC | 0.79% | Add +3.6% | 421,960 | $8.6M |
| Straight Path Wealth Management | 2.93% | Add +10.0% | 421,105 | $8.6M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -11.9% | 408,850 | $8.4M |
| Ledgewood Wealth Advisors, LLC | 5.19% | Add +13.9% | 401,982 | $8.2M |
| Focus Partners Wealth | 0.02% | Add +4.1% | 395,585 | $8.1M |
| Vaughan David Investments LLC | 0.18% | Add +1.8% | 393,115 | $8.1M |
| Cwm, LLC | 0.03% | Add +5.2% | 391,607 | $8.0M |
| Vista Investment Management | 2.92% | Reduce -4.8% | 383,854 | $7.9M |
| Sound Stewardship, LLC | 3.70% | Add +10.0% | 350,356 | $7.2M |
| HUB Investment Partners, LLC | 0.25% | Add +0.4% | 349,147 | $7.2M |
| Wilkins Miller Wealth Management, LLC | 4.59% | Add +1.1% | 328,971 | $6.7M |
| BCS Wealth Management | 1.39% | Add +8.1% | 315,050 | $6.5M |
| Marietta Wealth Management, LLC | 0.83% | Add +0.9% | 310,401 | $6.4M |
| Red Spruce Capital, LLC | 2.74% | Reduce -13.4% | 308,114 | $6.3M |
| Jones Financial Companies LLLP | 0.00% | Add +22.7% | 298,634 | $6.1M |
| Carmel Capital Partners, LLC | 2.09% | Add +6.8% | 290,838 | $6.0M |
| Private Advisor Group, LLC | 0.03% | Reduce -17.2% | 288,693 | $5.9M |
| SFE Investment Counsel | 1.03% | Add +20.1% | 285,523 | $5.9M |
| Sanctuary Advisors, LLC | 0.04% | Add +15.5% | 282,808 | $5.8M |
| Carnegie Investment Counsel | 0.11% | Add +3.5% | 272,871 | $5.6M |
| Shufro Rose & Co. LLC | 0.45% | Reduce -0.1% | 273,921 | $5.6M |
| VestGen Advisors, LLC | 0.22% | Add +13.3% | 264,053 | $5.4M |
| Morton Community Bank | 1.33% | Reduce -1.1% | 260,533 | $5.3M |
| Mgo One Seven LLC | 0.15% | Add +13.1% | 234,549 | $4.8M |
| Berger Financial Group, Inc | 0.31% | Reduce -1.4% | 230,187 | $4.7M |
| Howard Wealth Management, LLC | 2.36% | Add +0.4% | 228,313 | $4.7M |
| &partners | 0.04% | Add +84.5% | 224,087 | $4.6M |
| ProVise Management Group, LLC | 0.36% | Add +6.6% | 222,696 | $4.6M |
| Colonial Trust Advisors | 0.38% | Add +9.3% | 222,433 | $4.6M |
| Geneos Wealth Management Inc. | 0.11% | Add +61.5% | 216,358 | $4.4M |
| Trilogy Capital Inc. | 0.21% | Reduce -4.2% | 213,810 | $4.4M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -89.1% | 205,329 | $4.2M |
| McCarthy & Cox | 1.06% | Add +6.6% | 198,214 | $4.1M |
| Parr McKnight Wealth Management Group, LLC | 0.55% | Add +16.9% | 196,902 | $4.0M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -10.4% | 191,291 | $3.9M |
| Bluespring Wealth Management, LLC | 0.37% | Add +18.2% | 189,966 | $3.9M |
| Horizons Wealth Management | 2.77% | Reduce -0.6% | 186,867 | $3.8M |
| Souders Financial Advisors | 0.49% | Add +5.9% | 186,475 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.9% | 184,596 | $3.8M |
| Guardian Wealth Advisors, LLC / NC | 0.26% | Reduce -4.0% | 181,599 | $3.7M |
| HighTower Advisors, LLC | 0.00% | Add +4.5% | 178,477 | $3.7M |
| Farnam Financial LLC | 3.24% | Add +20.7% | 175,931 | $3.6M |
| Infinity Wealth Counsel, LLC | 3.56% | Add +0.7% | 172,127 | $3.5M |
| Colonial Trust Co / SC | 0.49% | Add +16.9% | 165,673 | $3.4M |
| S.E.E.D. Planning Group LLC | 1.06% | Add +2.4% | 165,408 | $3.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +3.8% | 163,331 | $3.3M |
| Phoenix Financial Ltd. | 0.04% | Add +4.9% | 162,437 | $3.3M |
| Aspen Investment Management Inc | 1.39% | Add +32.2% | 161,155 | $3.3M |
| Old Port Advisors | 0.89% | Add +30.1% | 159,590 | $3.3M |
| Oliver Luxxe Assets LLC | 0.56% | Reduce -6.0% | 154,019 | $3.2M |
| Leisure Capital Management | 1.15% | Add +0.4% | 148,373 | $3.0M |
| Gill Capital Partners, LLC | 0.97% | Add +6.0% | 147,905 | $3.0M |
| Cetera Investment Advisers | 0.01% | Add +60.8% | 147,848 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.2% | 145,270 | $3.0M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -7.0% | 144,683 | $3.0M |
| Novare Capital Management LLC | 0.24% | Add +0.3% | 144,542 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Reduce -40.1% | 141,217 | $2.9M |
| Prospera Financial Services Inc | 0.05% | Add +5.0% | 140,336 | $2.9M |
| Laurel Wealth Advisors LLC | 0.43% | Add +16.2% | 140,180 | $2.9M |
| Atria Investments, Inc | 0.03% | Reduce -0.3% | 133,145 | $2.7M |
| Avior Wealth Management, LLC | 0.09% | Add +11.3% | 132,615 | $2.7M |
| Rovin Capital /Ut/ | 0.82% | Reduce -4.2% | 131,570 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +8.6% | 130,475 | $2.7M |
| Jane Street Group, LLC | 0.00% | Reduce -91.6% | 122,423 | $2.5M |
| AlphaStar Capital Management, LLC | 0.18% | Add +14.7% | 121,906 | $2.5M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +0.4% | 119,171 | $2.4M |
| Addison Advisors LLC | 0.61% | Reduce -45.1% | 119,132 | $2.4M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Add +3.9% | 117,637 | $2.4M |
| AA Financial Advisors, LLC | 0.52% | Add +2.0% | 117,427 | $2.4M |
| Opulen Financial Group LLC | 1.96% | Add +5.7% | 116,587 | $2.4M |
| Milestones Private Investment Advisors LLC | 1.75% | — | 115,296 | $2.4M |
| Creative Planning | 0.00% | Reduce -6.9% | 115,255 | $2.4M |
| Stephens Inc. | 0.03% | Add +4.6% | 114,227 | $2.3M |
| Ellevest, Inc. | 0.36% | Add +1.5% | 111,474 | $2.3M |
| Parisi Gray Wealth Management | 0.63% | Reduce -3.0% | 107,992 | $2.2M |
| Genesis Wealth Advisors, LLC | 1.63% | Add +8.2% | 106,052 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +4.2% | 103,997 | $2.1M |
| CRA Financial Services, LLC | 0.32% | Add +4.1% | 101,234 | $2.1M |
| Silverlake Wealth Management LLC | 0.61% | Add +1.7% | 101,207 | $2.1M |
| Matthew Goff Investment Advisor, LLC | 0.36% | Reduce -2.5% | 96,132 | $2.0M |
| Coastal Bridge Advisors, LLC | 0.16% | New | 96,026 | $2.0M |
| Evexia Wealth LLC | 0.61% | Reduce -15.0% | 95,332 | $2.0M |
| Nottingham Advisors, Inc. | 0.29% | Reduce -0.9% | 94,532 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +21.7% | 91,190 | $1.9M |
| Camelot Portfolios, LLC | 1.12% | Reduce -6.4% | 91,097 | $1.9M |
| Blue Barn Wealth, LLC | 0.87% | Add +2.7% | 90,562 | $1.9M |
| Richmond Investment Services, LLC | 0.38% | Add +103.6% | 87,581 | $1.8M |
| Allworth Financial LP | 0.01% | Reduce -0.8% | 87,323 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +57.9% | 81,953 | $1.7M |
| Roundview Capital LLC | 0.11% | No change | 80,394 | $1.6M |
| G2 Capital Management, LLC / Oh | 0.45% | Add +1.1% | 78,759 | $1.6M |
| Flow Traders U.S. LLC | 0.06% | New | 78,285 | $1.6M |
| Wingate Wealth Advisors, Inc. | 1.38% | Add +0.8% | 75,635 | $1.5M |
| Redwood Financial Network Corp | 1.04% | Add +2.2% | 74,920 | $1.5M |
| Semitam Bonam LLC | 1.44% | — | 74,630 | $1.5M |
| Kohmann Bosshard Financial Services, LLC | 0.17% | Add +0.1% | 73,272 | $1.5M |
| River Wealth Advisors LLC | 0.18% | Add +15.3% | 68,914 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -34.0% | 68,533 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | Add +0.9% | 67,227 | $1.4M |
| Foundations Investment Advisors, LLC | 0.02% | Add +120.6% | 66,371 | $1.4M |
| Gilbert Capital Group, Inc. | 1.12% | — | 65,932 | $1.4M |
| ArborFi Advisors, LLC | 1.18% | Add +2.4% | 65,415 | $1.3M |
| Heritage Trust Co | 0.15% | Add +26.6% | 63,086 | $1.3M |
| Butensky & Cohen Financial Security, Inc. | 0.38% | Add +3.5% | 61,821 | $1.3M |
| IFP Advisors, Inc | 0.04% | Add +10.3% | 61,551 | $1.3M |
| Whitener Capital Management, Inc. | 0.33% | Add +45.1% | 60,951 | $1.2M |
| Sawgrass Asset Management LLC | 0.14% | Reduce -6.4% | 60,533 | $1.2M |
| Hanover Advisors Inc. | 0.49% | Add +4.3% | 58,922 | $1.2M |
| Apeiron RIA LLC | 0.31% | Add +7.6% | 58,314 | $1.2M |
| Segment Wealth Management, LLC | 0.08% | Reduce -3.4% | 57,872 | $1.2M |
| Financial Life Planners | 0.94% | Add +3.5% | 56,627 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Add +0.5% | 55,208 | $1.1M |
| Redmond Asset Management, LLC | 0.26% | Add +7.0% | 53,675 | $1.1M |
| JPL Wealth Management, LLC | 0.29% | Add +27.1% | 53,313 | $1.1M |
| Capital Analysts, LLC | 0.04% | Reduce -0.3% | 53,074 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -6.9% | 52,890 | $1.1M |
| CW Advisors, LLC | 0.01% | Add +0.8% | 51,786 | $1.1M |
| First Command Advisory Services, Inc. | 0.01% | Add +18.4% | 51,772 | $1.1M |
| Key Financial Inc | 0.21% | Add +12.8% | 51,685 | $1.1M |
| Independence Bank of Kentucky | 0.15% | Add +2.6% | 50,358 | $1.0M |
| Western Financial Corp | 0.54% | Reduce -1.4% | 48,850 | $1.0M |
| Freedom Investment Management, Inc. | 0.08% | Reduce -0.8% | 48,494 | $994K |
| Vantage Point Financial LLC | 0.43% | Reduce -1.1% | 48,337 | $990K |
| Strathmore Capital Advisors, Inc. | 0.44% | — | 48,315 | $989K |
| Sigma Planning Corp | 0.03% | Reduce -0.6% | 48,261 | $989K |
| Towne Trust Company, N.A | 0.33% | Add +19.9% | 46,622 | $955K |
| Insight Wealth Partners, LLC | 0.52% | Add +4.5% | 45,829 | $939K |
| Legacy Wealth Management, LLC / MS | 0.28% | Add +6.5% | 45,604 | $934K |
| Hobbs Group Advisors, LLC | 0.32% | Reduce -14.0% | 45,010 | $922K |
| Cypress Wealth Services, LLC | 0.16% | Reduce -1.5% | 44,571 | $913K |
| Leavell Investment Management, Inc. | 0.04% | Reduce -11.1% | 44,449 | $911K |
| Fourpath Capital Management, LLC | 0.14% | Add +88.5% | 44,124 | $904K |
| Apella Capital, LLC | 0.02% | Reduce -2.0% | 43,241 | $884K |
| Cynosure Group, LLC | 0.10% | No change | 41,794 | $856K |
| First City Capital Management, Inc. | 0.49% | Reduce -1.3% | 41,450 | $849K |
| Pacific Wealth Strategies Group, Inc. | 0.54% | New | 40,399 | $825K |
| Legacy Private Trust Co. | 0.05% | Reduce -29.9% | 39,141 | $802K |
| Arkadios Wealth Advisors | 0.02% | Add +14.9% | 38,789 | $795K |
| Coordinated Financial Services, Inc. | 0.55% | — | 38,492 | $789K |
| 4Thought Financial Group Inc. | 0.42% | Add +9.1% | 38,339 | $786K |
| Franklin Resources Inc. | 0.00% | No change | 37,961 | $778K |
| Net Worth Advisory Group | 0.17% | Add +138.6% | 36,683 | $752K |
| Fca Corp. | 0.23% | New | 36,673 | $751K |
| Flaharty Asset Management, LLC | 0.10% | No change | 36,585 | $750K |
| Comerica Bank | 0.00% | Reduce -41.8% | 36,324 | $744K |
| Accurate Wealth Management, LLC | 0.11% | New | 35,564 | $728K |
| Sax Wealth Advisors, LLC | 0.04% | Add +37.6% | 35,382 | $725K |
| Atlantic Union Bankshares Corp | 0.02% | Add +13.4% | 34,399 | $705K |
| Koss-Olinger Consulting, LLC | 0.06% | Reduce -11.5% | 33,989 | $696K |
| Oder Investment Management, LLC | 0.52% | Add +2.1% | 33,885 | $694K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -35.9% | 32,678 | $670K |
| True Vision MN LLC | 0.37% | Reduce -3.7% | 32,350 | $663K |
| Exchange Capital Management, Inc. | 0.10% | Reduce -0.4% | 32,321 | $662K |
| American Institute for Advanced Investment Management, LLP | 0.46% | Add +6.7% | 31,785 | $651K |
| Brown Advisory Inc. | 0.00% | Add +1.0% | 31,524 | $646K |
| Stonebridge Capital Advisors LLC | 0.05% | Reduce -21.6% | 30,795 | $631K |
| Allen Capital Group, LLC | 0.06% | Add +7.7% | 30,218 | $619K |
| Cordatus Wealth Management LLC | 0.15% | Add +13.2% | 30,225 | $619K |
| Provenance Wealth Advisors, LLC | 0.09% | Reduce -5.9% | 30,154 | $618K |
| Mariner, LLC | 0.00% | Add +7.4% | 30,147 | $618K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.1% | 29,957 | $614K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.4% | 29,759 | $610K |
| HB Wealth Management, LLC | 0.00% | Add +3.1% | 29,483 | $604K |
| Summit Investment Advisors, Inc. | 0.50% | Add +17.8% | 29,270 | $601K |
| Tyler-Stone Wealth Management | 0.10% | Add +74.7% | 29,000 | $594K |
| Western Wealth Management, LLC | 0.04% | No change | 28,700 | $588K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +45.3% | 28,435 | $583K |
| Goodman Financial Corp | 0.12% | No change | 28,277 | $579K |
| Eastern Bank | 0.01% | Reduce -76.2% | 28,201 | $578K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.19% | No change | 28,131 | $576K |
| Ancora Advisors LLC | 0.01% | Reduce -1.1% | 27,523 | $564K |
| Ballew Advisors, Inc | 0.33% | No change | 27,233 | $557K |
| Unified Investment Management | 0.59% | Add +0.5% | 26,740 | $548K |
| Everpar Advisors LLC | 0.25% | Add +67.1% | 26,694 | $547K |
| Sensible Money, LLC | 0.20% | Add +0.1% | 26,261 | $538K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -1.0% | 26,242 | $538K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -2.0% | 25,194 | $516K |
| RPg Family Wealth Advisory, LLC | 0.14% | No change | 25,000 | $512K |
| XY Planning Network, Inc. | 0.17% | New | 24,792 | $508K |
| Landaas & Co. /Wi | 0.12% | No change | 24,763 | $507K |
| Pinnacle Financial Group, LLC / IL | 0.17% | Add +26.6% | 24,087 | $494K |
| Kathmere Capital Management, LLC | 0.04% | Add +34.2% | 23,686 | $485K |
| Tenon Financial LLC | 0.21% | Add +86.8% | 23,205 | $475K |
| Certified Advisory Corp | 0.05% | Add +50.0% | 22,117 | $453K |
| YANKCOM Partnership | 0.22% | Add +9.9% | 22,115 | $453K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -28.9% | 20,833 | $427K |
| Brown Financial Advisory | 0.23% | Add +40.2% | 20,734 | $425K |
| United Capital Financial Advisors, LLC | 0.00% | Add +13.2% | 20,605 | $422K |
| Waverly Advisors, LLC | 0.00% | Add +11.3% | 20,235 | $415K |
| Meitav Investment House Ltd. | 0.01% | Add +31.1% | 20,219 | $414K |
| Berkshire Money Management, Inc. | 0.04% | No change | 20,159 | $413K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 20,049 | $411K |
| Wealthspire Retirement, LLC | 0.03% | No change | 19,881 | $407K |
| Larson Financial Group LLC | 0.02% | Reduce -0.7% | 19,870 | $407K |
| Crews Bank & Trust | 0.06% | Add +8.2% | 19,830 | $406K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -3.1% | 19,692 | $403K |
| Independent Financial Group, LLC | 0.01% | Add +4.8% | 19,570 | $401K |
| Compound Planning, Inc. | 0.01% | Add +40.2% | 19,353 | $397K |
| Principal Securities, Inc. | 0.01% | Add +35.0% | 18,925 | $388K |
| First Fiduciary Investment Counsel, Inc. | 0.07% | No change | 18,465 | $378K |
| Oarsman Capital, Inc. | 0.06% | No change | 17,862 | $366K |
| Altus Wealth Group LLC | 0.15% | Add +0.2% | 16,417 | $336K |
| Astoria Portfolio Advisors LLC. | 0.09% | Reduce -10.2% | 16,222 | $331K |
| Tassel Capital Management, Inc. | 0.25% | Add +1.1% | 16,045 | $329K |
| Beacon Financial Group | 0.03% | No change | 15,500 | $318K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -5.5% | 15,494 | $317K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -1.7% | 14,587 | $299K |
| LaSalle St. Investment Advisors, LLC | 0.08% | No change | 14,587 | $298K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 14,411 | $295K |
| Leo Wealth, LLC | 0.02% | New | 14,178 | $291K |
| IMA Advisory Services, Inc. | 0.03% | Reduce -25.8% | 13,891 | $285K |
| Yoder Wealth Management, Inc. | 0.14% | No change | 13,450 | $276K |
| DAVENPORT & Co LLC | 0.00% | No change | 12,695 | $260K |
| Montag A & Associates Inc. | 0.01% | Add +103.5% | 12,587 | $258K |
| Summit Wealth Partners, LLC | 0.05% | Add +0.2% | 12,220 | $250K |
| Keel Point, LLC | 0.02% | No change | 12,043 | $247K |
| Private Trust Co. NA | 0.02% | No change | 11,460 | $235K |
| Kickstand Ventures, Llc. | 0.05% | Reduce -10.5% | 11,048 | $226K |
| Benjamin Edwards Inc. | 0.00% | Reduce -0.6% | 10,671 | $219K |
| Bill Few Associates, Inc. | 0.06% | No change | 10,480 | $215K |
| Thrivent Financial for Lutherans | 0.00% | New | 10,433 | $214K |
| BridgePort Financial Solutions, LLC | 0.07% | No change | 10,080 | $207K |
| Horan Securities, Inc. | 0.07% | Add +1.0% | 10,076 | $206K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.3% | 10,044 | $206K |
| Darden Wealth Group Inc | 0.12% | New | 10,000 | $205K |
| Foundry Financial Group, Inc. | 0.12% | No change | 9,995 | $205K |
| ETF Portfolio Partners, Inc. | 0.06% | No change | 9,914 | $203K |
| Farther Finance Advisors, LLC | 0.00% | Add +1861.6% | 9,808 | $201K |
| Morris Financial Concepts, Inc. | 0.08% | No change | 9,708 | $199K |
| Rialto Wealth Management, LLC | 0.05% | No change | 8,980 | $184K |
| Kessler Investment Group, LLC | 0.07% | Add +17.4% | 8,568 | $176K |
| BankPlus Trust Department | 0.05% | Add +1630.2% | 7,786 | $160K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.8% | 7,106 | $146K |
| GAMMA Investing LLC | 0.01% | Reduce -73.4% | 6,804 | $139K |
| Alerus Financial NA | 0.01% | New | 5,547 | $114K |
| United Community Bank | 0.04% | No change | 5,500 | $113K |
| FAS Wealth Partners, Inc. | 0.01% | Add +1.1% | 5,303 | $109K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.2% | 5,010 | $103K |
| Webster Bank, N. A. | 0.01% | No change | 5,000 | $102K |
| Marquette Asset Management, LLC | 0.01% | No change | 3,840 | $79K |
| Ameritas Advisory Services, LLC | 0.00% | New | 3,303 | $68K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,294 | $67K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,190 | $65K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 3,103 | $64K |
| Sarver Vrooman Wealth Advisors | 0.04% | No change | 3,092 | $63K |
| US Bancorp \de | 0.00% | No change | 3,029 | $62K |
| Optimum Investment Advisors | 0.03% | New | 2,900 | $59K |
| Global Retirement Partners, LLC | 0.00% | — | 2,826 | $58K |
| Old Second National Bank of Aurora | 0.01% | No change | 2,450 | $50K |
| Nalls Sherbakoff Group, LLC | 0.04% | Add +1.2% | 2,363 | $48K |
| Angeles Wealth Management, LLC | 0.00% | New | 1,904 | $39K |
| Community Bank, N.A. | 0.00% | No change | 1,837 | $38K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -15.1% | 1,774 | $36K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,718 | $35K |
| ORG Partners LLC | 0.01% | No change | 1,688 | $35K |
| Arax Advisory Partners | 0.00% | New | 1,430 | $29K |
| Topsail Wealth Management, LLC | 0.01% | No change | 1,330 | $27K |
| West Branch Capital LLC | 0.01% | No change | 1,057 | $22K |
| Smithfield Trust Co | 0.00% | Reduce -7.0% | 1,030 | $21K |
| Aspect Partners, LLC | 0.01% | No change | 975 | $20K |
| Rossby Financial, LCC | 0.01% | No change | 828 | $17K |
| Proathlete Wealth Management LLC | 0.01% | New | 761 | $16K |
| Lanark Financial, Inc. | 0.00% | New | 635 | $13K |
| AE Wealth Management LLC | 0.00% | New | 579 | $12K |
| JPMorgan Chase & Co. | 0.00% | Reduce -95.7% | 514 | $11K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 440 | $9K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 433 | $9K |
| FMR LLC | 0.00% | Add +51.5% | 391 | $8K |
| First PREMIER Bank | 0.00% | No change | 305 | $6K |
| Sound Income Strategies, LLC | 0.00% | Reduce -71.6% | 174 | $4K |
| Caldwell Trust Co | 0.00% | No change | 130 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 88 | $2K |
| GS Investments, Inc. | 0.00% | No change | 75 | $2K |
| Aventura Private Wealth, LLC | 0.00% | New | 62 | $1K |
| Creekmur Asset Management LLC | 0.00% | New | 49 | $1K |
| SouthState Bank Corp | 0.00% | New | 40 | $820 |
| NFSG Corp | 0.00% | No change | 26 | $533 |
"% of holder's portfolio" is BSCS's weight in each manager's 13F, not the share of Invesco Bulletshares 2028 CB the manager owns.