Invesco Bulletshares 2028 CBBSCSETF
13F holders, Q1 2026 (March 31)390holders +6
36new positions
28sold out
1famous investor
$20.42avg. 13F price*
At the end of Q1 2026, 390 institutions reported holding Invesco Bulletshares 2028 CB (BSCS) in their 13F filings, up 6 from Q4 2025. 36 opened new positions and 28 sold out. The largest holders were Morgan Stanley ($185.7M), Wells Fargo & Company ($160.9M) and LPL Financial LLC ($156.3M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $44.9M |
| Exits | 28 | $40.9M |
All 13F filers, Q4 2025 → Q1 2026: 12,596,838 shares bought and 3,496,673 shares sold, net +9,100,165 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 390 holders
| Morgan Stanley | 0.01% | Add +5.3% | 9,091,543 | $185.7M |
| Wells Fargo & Company | 0.03% | Add +0.6% | 7,876,877 | $160.9M |
| LPL Financial LLC | 0.04% | Add +5.1% | 7,652,783 | $156.3M |
| Raymond James Financial Inc. | 0.04% | Reduce -0.9% | 6,208,575 | $126.8M |
| Lido Advisors, LLC | 0.40% | Reduce -7.9% | 4,921,699 | $100.5M |
| UBS Group AG | 0.02% | Add +30.4% | 4,811,172 | $98.3M |
| TruWealth Advisors, LLC | 4.46% | Add +1.5% | 4,542,994 | $92.8M |
| Bank of America Corp. | 0.01% | Add +20.3% | 4,466,656 | $91.2M |
| Invesco Ltd. | 0.01% | Add +7.3% | 3,531,745 | $72.1M |
| Clearstead Advisors, LLC | 0.61% | Add +6.3% | 3,255,267 | $66.5M |
| Hills Bank & Trust Co | 2.45% | Add +3.9% | 2,480,768 | $50.7M |
| MAI Capital Management | 0.27% | Add +12.6% | 2,309,491 | $47.2M |
| Fusion Family Wealth, LLC | 3.43% | Add +7.5% | 2,247,101 | $45.9M |
| Royal Bank of Canada | 0.01% | Add +24.2% | 2,117,083 | $43.2M |
| Bluespring Wealth Management, LLC | 2.99% | Add +38.2% | 1,701,524 | $34.8M |
| TLWM | 5.95% | Add +7.4% | 1,617,351 | $33.0M |
| Brookstone Capital Management | 0.33% | Add +1.8% | 1,424,368 | $29.1M |
| Davis R M Inc. | 0.47% | Add +7.6% | 1,296,772 | $26.5M |
| Moneco Advisors, LLC | 1.98% | Add +3.7% | 1,249,969 | $25.5M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +11.2% | 1,243,685 | $25.4M |
| Osaic Holdings, Inc. | 0.04% | Add +10.0% | 1,199,182 | $24.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.9% | 1,180,573 | $24.1M |
| Anchor Investment Management, LLC | 1.96% | Add +6.1% | 1,153,205 | $23.6M |
| Stifel Financial Corp. | 0.02% | Add +30.4% | 1,129,262 | $23.1M |
| MML Investors Services, LLC | 0.06% | Add +11.3% | 1,126,660 | $23.0M |
| Clark Asset Management, LLC | 2.13% | Add +15.3% | 1,110,412 | $22.7M |
| Manchester Financial Inc. | 4.03% | Add +1.6% | 1,028,271 | $21.0M |
| Sequoia Financial Advisors, LLC | 0.11% | Reduce -3.9% | 930,658 | $19.0M |
| Baird Financial Group, Inc. | 0.03% | Add +2.6% | 895,118 | $18.3M |
| Legacy Financial Group LLC | 2.24% | Add +1.6% | 872,980 | $17.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.2% | 854,354 | $17.4M |
| &partners | 0.08% | Add +1.2% | 826,489 | $16.9M |
| Shufro Rose & Co. LLC | 1.14% | Add +2.2% | 821,597 | $16.8M |
| Cornerstone Wealth Management, LLC | 0.84% | Add +14.4% | 820,301 | $16.8M |
| Asset Dedication, LLC | 1.10% | Reduce -2.8% | 769,824 | $15.7M |
| Rothschild Wealth LLC | 1.33% | Reduce -13.3% | 718,871 | $14.7M |
| Captrust Financial Advisors | 0.03% | Add +12.8% | 715,278 | $14.6M |
| GPM Growth Investors, Inc. | 5.70% | Add +0.3% | 663,921 | $13.6M |
| Kirr Marbach & Co. LLC | 2.40% | Add +2.5% | 644,876 | $13.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +34.3% | 637,763 | $13.0M |
| NewEdge Advisors, LLC | 0.05% | Add +1.0% | 635,427 | $13.0M |
| Sanctuary Advisors, LLC | 0.07% | Add +33.6% | 633,787 | $12.9M |
| Cornerstone Planning, LLC | 2.88% | Add +46.8% | 622,570 | $12.7M |
| Goepper Burkhardt LLC | 4.23% | Add +7.3% | 620,564 | $12.7M |
| Jones Financial Companies LLLP | 0.01% | Add +28.6% | 593,404 | $12.1M |
| Atlantic Union Bankshares Corp | 0.23% | Add +11.0% | 579,298 | $11.8M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +347.6% | 549,764 | $11.2M |
| Central Valley Advisors, LLC | 3.02% | Add +9.7% | 541,660 | $11.1M |
| Cookson Peirce & Co. Inc. | 0.47% | Add +0.6% | 539,699 | $11.0M |
| Straight Path Wealth Management | 2.94% | Add +5.5% | 539,166 | $11.0M |
| Independent Advisor Alliance | 0.12% | New | 526,149 | $10.7M |
| Ironwood Financial, llc | 1.83% | Add +0.1% | 512,659 | $10.5M |
| First International Bank of Israel Ltd. | 2.99% | No change | 498,000 | $10.2M |
| Focus Partners Wealth | 0.01% | Add +0.2% | 472,461 | $9.6M |
| Hengehold Capital Management LLC | 0.83% | Add +3.4% | 467,285 | $9.5M |
| CVFG LLC | 1.15% | New | 453,297 | $9.3M |
| Vaughan David Investments LLC | 0.20% | Add +4.0% | 452,227 | $9.2M |
| Cetera Investment Advisers | 0.01% | Add +18.4% | 451,567 | $9.2M |
| AMJ Financial Wealth Management | 2.17% | Add +0.5% | 449,382 | $9.2M |
| Red Spruce Capital, LLC | 3.67% | Add +116.7% | 437,215 | $8.9M |
| Ledgewood Wealth Advisors, LLC | 5.00% | Add +0.9% | 435,104 | $8.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +5.7% | 434,858 | $8.9M |
| Ausdal Financial Partners, Inc. | 0.40% | Add +28.9% | 434,622 | $8.9M |
| Sound Stewardship, LLC | 3.96% | Add +5.6% | 422,927 | $8.6M |
| HUB Investment Partners, LLC | 0.20% | Add +5.5% | 401,001 | $8.2M |
| Colonial Trust Advisors | 0.63% | Add +9.2% | 396,389 | $8.1M |
| Summit Financial, LLC | 0.10% | Add +1.2% | 391,225 | $8.0M |
| Marietta Wealth Management, LLC | 0.88% | Add +5.4% | 364,079 | $7.4M |
| Cwm, LLC | 0.02% | Reduce -9.8% | 363,368 | $7.4M |
| ProVise Management Group, LLC | 0.53% | Add +21.6% | 361,436 | $7.4M |
| Webster Bank, N. A. | 0.70% | Add +55.2% | 360,111 | $7.4M |
| Financial Solutions Advisory Group, Inc. | 1.01% | — | 358,422 | $7.3M |
| Paradiem, LLC | 1.58% | New | 350,608 | $7.2M |
| Vista Investment Management | 2.38% | Reduce -6.5% | 347,683 | $7.1M |
| Carnegie Investment Counsel | 0.14% | Add +11.6% | 343,290 | $7.0M |
| SFE Investment Counsel | 1.11% | Add +7.6% | 340,798 | $7.0M |
| Old Second National Bank of Aurora | 1.44% | Add +9033.3% | 340,216 | $6.9M |
| BCS Wealth Management | 1.39% | Reduce -49.7% | 333,416 | $6.8M |
| Decker Wealth Management LLC | 1.53% | Reduce -5.4% | 328,987 | $6.7M |
| Private Advisor Group, LLC | 0.03% | Add +20.3% | 326,447 | $6.7M |
| Parisi Gray Wealth Management | 1.58% | Add +32.2% | 324,810 | $6.6M |
| Carmel Capital Partners, LLC | 2.34% | Add +6.7% | 317,898 | $6.5M |
| Mgo One Seven LLC | 0.13% | Add +6.7% | 312,150 | $6.4M |
| Wilkins Miller Wealth Management, LLC | 3.79% | Reduce -2.3% | 306,717 | $6.3M |
| Parr McKnight Wealth Management Group, LLC | 0.77% | Add +11.7% | 287,200 | $5.9M |
| Morton Community Bank | 1.26% | Add +1.4% | 283,012 | $5.8M |
| Souders Financial Advisors | 0.65% | Add +0.9% | 277,954 | $5.7M |
| Carroll Advisory Group, LLC | 2.19% | Add +60.0% | 276,157 | $5.6M |
| Howard Wealth Management, LLC | 2.31% | Add +3.3% | 269,076 | $5.5M |
| Laurel Wealth Advisors LLC | 0.54% | Add +7.9% | 265,848 | $5.4M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +141.6% | 262,798 | $5.4M |
| Farnam Financial LLC | 4.37% | Add +1.4% | 259,867 | $5.3M |
| Coastline Complete Wealth LLC | 3.21% | Add +52.2% | 253,230 | $5.2M |
| Colonial Trust Co / SC | 0.68% | Reduce -0.1% | 243,199 | $5.0M |
| Kintra Wealth, LLC | 0.35% | Add +4.3% | 239,525 | $4.9M |
| Trilogy Capital Inc. | 0.21% | Add +5.7% | 232,673 | $4.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.8% | 228,208 | $4.7M |
| Berger Financial Group, Inc | 0.26% | Reduce -0.5% | 226,425 | $4.6M |
| NorthAvenue LLC | 3.64% | Add +5.8% | 224,364 | $4.6M |
| AA Financial Advisors, LLC | 0.64% | Add +37.1% | 222,263 | $4.5M |
| Old Port Advisors | 1.03% | Add +9.6% | 217,954 | $4.5M |
| Integrated Wealth Concepts LLC | 0.04% | Add +21.1% | 217,950 | $4.5M |
| HighPoint Advisor Group LLC | 0.18% | Reduce -25.0% | 212,918 | $4.3M |
| Atria Investments, Inc | 0.05% | Add +10.1% | 203,758 | $4.2M |
| Horizons Wealth Management | 2.75% | Add +5.1% | 202,139 | $4.1M |
| Geneos Wealth Management Inc. | 0.09% | Add +4.5% | 200,295 | $4.1M |
| Citadel Advisors | 0.00% | New | 188,677 | $3.9M |
| Equitable Holdings, Inc. | 0.02% | Add +2.2% | 179,210 | $3.7M |
| Prospera Financial Services Inc | 0.06% | Add +10.4% | 180,707 | $3.7M |
| Infinity Wealth Counsel, LLC | 3.34% | Reduce -0.8% | 178,008 | $3.6M |
| River Street Advisors LLC | 1.20% | Add +1437.0% | 174,067 | $3.6M |
| S.E.E.D. Planning Group LLC | 1.01% | Add +1.7% | 169,794 | $3.5M |
| Tempo Wealth, LLC | 0.60% | Add +40.7% | 168,642 | $3.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +1.2% | 167,748 | $3.4M |
| Stephens Inc. | 0.04% | Add +10.6% | 166,383 | $3.4M |
| Aspen Investment Management Inc | 1.02% | Reduce -0.3% | 163,291 | $3.3M |
| CRA Financial Services, LLC | 0.42% | Add +25.8% | 156,865 | $3.2M |
| Leisure Capital Management | 1.08% | Reduce -4.0% | 151,004 | $3.1M |
| Oliver Luxxe Assets LLC | 0.45% | Reduce -3.8% | 148,577 | $3.0M |
| Avior Wealth Management, LLC | 0.09% | Reduce -2.3% | 148,517 | $3.0M |
| Gill Capital Partners, LLC | 0.87% | Add +4.7% | 148,455 | $3.0M |
| Novare Capital Management LLC | 0.24% | Reduce -1.4% | 148,016 | $3.0M |
| AlphaStar Capital Management, LLC | 0.22% | Add +10.1% | 147,828 | $3.0M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Reduce -7.8% | 147,779 | $3.0M |
| VestGen Advisors, LLC | 0.08% | Add +23.4% | 145,282 | $3.0M |
| Addison Advisors LLC | 0.66% | Add +7.7% | 145,217 | $3.0M |
| Opulen Financial Group LLC | 2.08% | Add +7.8% | 144,619 | $3.0M |
| Evexia Wealth LLC | 0.81% | Add +17.1% | 143,414 | $2.9M |
| Ark Wealth Advisors LLC | 2.86% | Add +16.4% | 141,178 | $2.9M |
| Lantz Financial LLC | 0.59% | Add +0.8% | 139,734 | $2.9M |
| Silverlake Wealth Management LLC | 0.59% | Add +22.3% | 137,236 | $2.8M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +5.9% | 132,341 | $2.7M |
| Whitener Capital Management, Inc. | 0.60% | Add +13.5% | 129,857 | $2.7M |
| Pacific Wealth Strategies Group, Inc. | 1.62% | Add +29.0% | 126,693 | $2.6M |
| Milestones Private Investment Advisors LLC | 2.28% | Reduce -2.0% | 126,572 | $2.6M |
| Livet Wealth, LLC | 1.64% | Add +3.2% | 125,966 | $2.6M |
| Ellevest, Inc. | 0.36% | Add +1.3% | 125,936 | $2.6M |
| Kohmann Bosshard Financial Services, LLC | 0.24% | Reduce -1.2% | 121,210 | $2.5M |
| Financially in Tune, LLC | 2.09% | Add +20.7% | 118,781 | $2.4M |
| TFR Capital, LLC. | 0.74% | New | 118,289 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.7% | 114,548 | $2.3M |
| Genesis Wealth Advisors, LLC | 1.52% | Add +1.7% | 111,477 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -44.7% | 110,892 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.0% | 111,019 | $2.3M |
| Coastal Bridge Advisors, LLC | 0.16% | Add +11.2% | 110,578 | $2.3M |
| Key Financial Inc | 0.38% | Add +47.5% | 105,332 | $2.2M |
| Allworth Financial LP | 0.01% | Add +16.7% | 102,777 | $2.1M |
| Tenon Financial LLC | 0.78% | Add +25.1% | 97,203 | $2.0M |
| Richmond Investment Services, LLC | 0.32% | Add +5.1% | 96,226 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +15.6% | 92,937 | $1.9M |
| Heritage Trust Co | 0.19% | Add +14.0% | 92,900 | $1.9M |
| Wagner Wealth Management, Corp | 1.69% | Add +42.9% | 91,960 | $1.9M |
| Creative Planning | 0.00% | Add +5.3% | 91,400 | $1.9M |
| Semitam Bonam LLC | 1.51% | Add +10.2% | 90,334 | $1.8M |
| Mission Wealth Management, LP | 0.04% | New | 89,786 | $1.8M |
| Fca Corp. | 0.51% | Add +12.1% | 88,804 | $1.8M |
| Redwood Financial Network Corp | 1.17% | Add +8.1% | 87,336 | $1.8M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.4% | 82,887 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +34.6% | 81,854 | $1.7M |
| Wingate Wealth Advisors, Inc. | 0.89% | Add +2.6% | 81,425 | $1.7M |
| G2 Capital Management, LLC / Oh | 0.40% | Add +1.1% | 81,415 | $1.7M |
| Roundview Capital LLC | 0.10% | No change | 79,649 | $1.6M |
| Redmond Asset Management, LLC | 0.42% | Add +0.9% | 75,583 | $1.5M |
| Butensky & Cohen Financial Security, Inc. | 0.40% | Add +6.9% | 74,305 | $1.5M |
| Accurate Wealth Management, LLC | 0.18% | Add +26.5% | 73,937 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.6% | 73,421 | $1.5M |
| Continuum Wealth Advisors, LLC | 0.62% | Add +40.5% | 73,299 | $1.5M |
| Matthew Goff Investment Advisor, LLC | 0.25% | Reduce -5.3% | 72,366 | $1.5M |
| Harbour Investments, Inc. | 0.02% | Add +38.1% | 72,287 | $1.5M |
| JPL Wealth Management, LLC | 0.34% | Add +2.6% | 72,261 | $1.5M |
| River Wealth Advisors LLC | 0.17% | Add +3.1% | 71,376 | $1.5M |
| ArborFi Advisors, LLC | 1.19% | Add +3.7% | 71,127 | $1.5M |
| Fourpath Capital Management, LLC | 0.21% | Add +21.4% | 70,654 | $1.4M |
| First City Capital Management, Inc. | 0.75% | Add +55.5% | 69,315 | $1.4M |
| Everpar Advisors LLC | 0.46% | Add +7.2% | 65,771 | $1.3M |
| Beacon Financial Group | 0.13% | Reduce -3.5% | 64,762 | $1.3M |
| Gilbert Capital Group, Inc. | 1.00% | No change | 63,625 | $1.3M |
| Apeiron RIA LLC | 0.30% | Add +17.1% | 63,603 | $1.3M |
| Towne Trust Company, N.A | 0.42% | Add +6.5% | 63,512 | $1.3M |
| Hanover Advisors Inc. | 0.52% | Reduce -2.0% | 62,426 | $1.3M |
| Sawgrass Asset Management LLC | 0.19% | Reduce -0.8% | 60,848 | $1.2M |
| HRT Financial LP | 0.00% | New | 60,102 | $1.2M |
| Segment Wealth Management, LLC | 0.07% | Add +1.6% | 59,638 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.8% | 58,366 | $1.2M |
| Oder Investment Management, LLC | 0.90% | Add +34.9% | 57,292 | $1.2M |
| Independence Bank of Kentucky | 0.15% | Add +4.8% | 56,190 | $1.1M |
| Guardian Wealth Advisors, LLC / NC | 0.07% | Reduce -2.6% | 55,831 | $1.1M |
| Opus Financial Solutions LLC | 1.06% | Add +16.3% | 55,196 | $1.1M |
| Financial Life Planners | 0.82% | Reduce -3.0% | 52,371 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +21.6% | 51,943 | $1.1M |
| Gambit Capital Management, LLC | 0.75% | Add +80.7% | 51,489 | $1.1M |
| Apella Capital, LLC | 0.02% | Reduce -3.3% | 51,070 | $1.0M |
| Astoria Portfolio Advisors LLC. | 0.22% | Add +0.1% | 50,647 | $1.0M |
| Pinnacle Financial Group, LLC / IL | 0.28% | Add +85.1% | 50,252 | $1.0M |
| Capital Analysts, LLC | 0.03% | Reduce -4.7% | 49,307 | $1.0M |
| XY Planning Network, Inc. | 0.16% | Reduce -38.7% | 49,246 | $1.0M |
| IFP Advisors, Inc | 0.02% | Reduce -19.8% | 49,235 | $1.0M |
| Virtue Asset Management LLC | 0.82% | New | 49,001 | $1.0M |
| Cordatus Wealth Management LLC | 0.24% | Add +13.6% | 48,902 | $999K |
| Sigma Planning Corp | 0.03% | Add +3.0% | 48,751 | $996K |
| Net Worth Advisory Group | 0.20% | Add +4.2% | 47,373 | $967K |
| Legacy Wealth Management, LLC / MS | 0.27% | Reduce -1.2% | 46,540 | $950K |
| Mariner, LLC | 0.00% | Add +3.7% | 46,531 | $950K |
| Western Financial Corp | 0.37% | Reduce -4.1% | 45,976 | $939K |
| Strathmore Capital Advisors, Inc. | 0.26% | Reduce -0.4% | 44,520 | $910K |
| American Institute for Advanced Investment Management, LLP | 0.58% | Add +15.0% | 43,676 | $892K |
| Montag A & Associates Inc. | 0.04% | Reduce -10.0% | 43,660 | $892K |
| Coordinated Financial Services, Inc. | 0.52% | Add +0.4% | 43,418 | $887K |
| Insight Wealth Partners, LLC | 0.36% | Reduce -1.7% | 43,264 | $884K |
| Vantage Point Financial LLC | 0.31% | Reduce -1.5% | 42,993 | $878K |
| 4Thought Financial Group Inc. | 0.43% | Add +6.9% | 42,508 | $868K |
| Independent Financial Group, LLC | 0.02% | Add +1.2% | 42,418 | $866K |
| Sensible Money, LLC | 0.26% | Add +0.2% | 42,219 | $862K |
| Cynosure Group, LLC | 0.11% | No change | 41,794 | $854K |
| Meitav Investment House Ltd. | 0.01% | Reduce -4.8% | 41,781 | $852K |
| Cypress Wealth Services, LLC | 0.12% | Reduce -7.0% | 41,688 | $851K |
| Kickstand Ventures, Llc. | 0.18% | Add +7.5% | 41,491 | $847K |
| Fifth Third Bancorp | 0.00% | Add +1733.1% | 41,043 | $838K |
| Brown Advisory Inc. | 0.00% | Add +11.9% | 41,013 | $838K |
| Leavell Investment Management, Inc. | 0.03% | Add +2.1% | 40,583 | $829K |
| First Command Advisory Services, Inc. | 0.01% | Add +8.7% | 40,408 | $825K |
| Koss-Olinger Consulting, LLC | 0.07% | Add +0.1% | 39,733 | $811K |
| First Fiduciary Investment Counsel, Inc. | 0.16% | Reduce -0.5% | 39,080 | $798K |
| Sax Wealth Advisors, LLC | 0.04% | No change | 37,648 | $776K |
| Franklin Resources Inc. | 0.00% | No change | 37,961 | $775K |
| Kovack Advisors, Inc. | 0.04% | Reduce -2.5% | 37,277 | $761K |
| RPg Family Wealth Advisory, LLC | 0.16% | No change | 37,150 | $759K |
| Kingsview Wealth Management, LLC | 0.01% | Add +9.6% | 36,711 | $750K |
| Flaharty Asset Management, LLC | 0.09% | No change | 36,585 | $747K |
| JM2 Capital Inc. | 0.62% | Add +5.5% | 36,406 | $744K |
| Meridian Financial Partners LLC | 0.28% | New | 36,108 | $738K |
| Hobbs Group Advisors, LLC | 0.22% | Add +0.9% | 35,646 | $728K |
| True Vision MN LLC | 0.37% | Add +2.2% | 35,560 | $726K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.5% | 35,083 | $717K |
| Newport Capital Group, LLC | 0.43% | No change | 34,864 | $712K |
| Keel Point, LLC | 0.05% | No change | 34,695 | $709K |
| SJS Investment Consulting Inc. | 0.08% | Add +64.5% | 33,948 | $693K |
| Vermillion & White Wealth Management Group, LLC | 0.40% | Reduce -8.2% | 33,613 | $686K |
| Gryphon Financial Partners LLC | 0.07% | New | 33,339 | $681K |
| United Capital Financial Advisors, LLC | 0.00% | Add +11.8% | 33,105 | $676K |
| Allen Capital Group, LLC | 0.06% | Reduce -6.4% | 31,698 | $647K |
| Western Wealth Management, LLC | 0.02% | No change | 29,740 | $607K |
| Capital Investment Advisors, LLC | 0.01% | Add +1.2% | 29,621 | $605K |
| Unified Investment Management | 0.62% | Add +4.8% | 29,460 | $602K |
| Kathmere Capital Management, LLC | 0.04% | Add +24.2% | 29,449 | $601K |
| Provenance Wealth Advisors, LLC | 0.06% | Reduce -1.7% | 28,762 | $587K |
| Waverly Advisors, LLC | 0.00% | Add +1.6% | 28,279 | $578K |
| Goodman Financial Corp | 0.10% | No change | 28,277 | $578K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.3% | 27,975 | $571K |
| HB Wealth Management, LLC | 0.00% | Add +6.2% | 27,789 | $568K |
| Wealth Quarterback LLC | 0.22% | Add +9.4% | 27,483 | $561K |
| Voisard Asset Management Group, Inc. | 0.12% | New | 27,328 | $558K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.17% | Reduce -1.7% | 27,310 | $558K |
| Ballew Advisors, Inc | 0.31% | No change | 27,233 | $557K |
| Legacy Private Trust Co. | 0.03% | Reduce -27.7% | 27,103 | $554K |
| Strategic Family Wealth Counselors, L.L.C. | 0.14% | Add +0.8% | 26,616 | $544K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +3.1% | 26,507 | $541K |
| Phoenix Financial Ltd. | 0.01% | Reduce -26.1% | 25,808 | $527K |
| Leo Wealth, LLC | 0.04% | Add +3.1% | 25,463 | $520K |
| Axis Wealth Partners, LLC | 0.27% | Reduce -0.3% | 25,289 | $516K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.6% | 25,266 | $516K |
| YANKCOM Partnership | 0.21% | Reduce -1.7% | 25,171 | $514K |
| Landaas & Co. /Wi | 0.11% | No change | 24,763 | $506K |
| Principal Securities, Inc. | 0.01% | Reduce -8.6% | 24,664 | $504K |
| Old National Bancorp | 0.01% | New | 24,552 | $501K |
| Aprio Wealth Management, LLC | 0.03% | Add +31.0% | 24,439 | $499K |
| NewCorp Financial Services, Inc. | 0.42% | Add +17.1% | 23,878 | $488K |
| Well Done, LLC | 0.07% | No change | 23,801 | $486K |
| Arete Wealth Advisors, LLC | 0.04% | No change | 23,757 | $485K |
| Valmark Advisers, Inc. | 0.01% | Add +42.6% | 23,346 | $477K |
| Wealthspire Retirement, LLC | 0.03% | Add +14.6% | 22,781 | $465K |
| Larson Financial Group LLC | 0.01% | Add +0.8% | 22,320 | $456K |
| Certified Advisory Corp | 0.04% | Reduce -7.7% | 22,093 | $451K |
| Arkadios Wealth Advisors | 0.01% | Reduce -6.7% | 22,061 | $451K |
| Brown Financial Advisory | 0.21% | No change | 20,734 | $423K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +0.9% | 20,681 | $422K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 20,228 | $413K |
| Berkshire Money Management, Inc. | 0.04% | No change | 20,159 | $412K |
| Members Wealth LLC | 0.25% | Add +0.0% | 20,094 | $411K |
| Crews Bank & Trust | 0.06% | No change | 19,565 | $400K |
| Tassel Capital Management, Inc. | 0.20% | Add +1.0% | 18,385 | $375K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +6.2% | 18,383 | $375K |
| RVW Wealth, LLC | 0.03% | Add +6.9% | 18,248 | $373K |
| Savvy Advisors, Inc. | 0.01% | New | 17,935 | $366K |
| Oarsman Capital, Inc. | 0.05% | No change | 17,862 | $365K |
| Meriwether Wealth & Planning, LLC | 0.20% | New | 17,698 | $361K |
| SMI Advisory Services, LLC | 0.06% | Add +5.4% | 17,173 | $351K |
| Xcelsior Advisor Partners LLC | 0.13% | New | 16,765 | $342K |
| Legacy Wealth Partners, LLC | 0.09% | Reduce -1.0% | 16,734 | $342K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -6.0% | 16,460 | $336K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -20.9% | 16,160 | $330K |
| Bill Few Associates, Inc. | 0.08% | No change | 15,339 | $313K |
| Ascentis Independent Advisors | 0.02% | New | 15,241 | $311K |
| Prevail Innovative Wealth Advisors, LLC | 0.05% | Reduce -8.8% | 15,075 | $308K |
| Sun Financial Inc | 0.15% | Reduce -14.3% | 14,868 | $304K |
| Wealth Advisors of Iowa, LLC | 0.09% | Add +1.0% | 14,690 | $300K |
| LaSalle St. Investment Advisors, LLC | 0.04% | No change | 14,587 | $298K |
| Cibc World Market Inc. | 0.00% | No change | 14,500 | $296K |
| ASL Financial, LLC | 0.23% | Reduce -3.3% | 14,403 | $294K |
| Choreo, LLC | 0.00% | New | 14,154 | $289K |
| Venture Visionary Partners LLC | 0.01% | Reduce -0.8% | 13,926 | $284K |
| Regal Investment Advisors LLC | 0.02% | New | 13,826 | $282K |
| Claris Financial LLC | 0.15% | Add +0.4% | 13,793 | $282K |
| Yoder Wealth Management, Inc. | 0.13% | No change | 13,450 | $275K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +31.0% | 13,233 | $270K |
| Northeast Financial Group, Inc. | 0.07% | New | 13,170 | $269K |
| Private Trust Co. NA | 0.02% | Add +7.2% | 12,801 | $261K |
| Advisory Services Network, LLC | 0.00% | New | 12,758 | $261K |
| Ancora Advisors LLC | 0.01% | Reduce -50.0% | 12,718 | $260K |
| DAVENPORT & Co LLC | 0.00% | No change | 12,695 | $259K |
| Diversify Wealth Management, LLC | 0.00% | New | 12,359 | $252K |
| Summit Wealth Partners, LLC | 0.04% | Add +0.3% | 12,331 | $252K |
| Altus Wealth Group LLC | 0.10% | Reduce -1.8% | 12,008 | $245K |
| SigFig Wealth Management, LLC | 0.01% | Reduce -0.7% | 11,968 | $244K |
| Cerity Partners LLC | 0.00% | No change | 11,475 | $234K |
| Castleview Partners, LLC | 0.12% | New | 11,364 | $232K |
| Cambridge Financial Group, LLC | 0.08% | Reduce -0.9% | 11,220 | $229K |
| Strid Group, LLC | 0.03% | New | 11,211 | $229K |
| Foundry Financial Group, Inc. | 0.11% | Add +11.6% | 11,154 | $228K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -52.5% | 11,101 | $227K |
| Davis Capital Management | 0.15% | Reduce -6.3% | 11,082 | $226K |
| Level Four Advisory Services, LLC | 0.01% | New | 11,021 | $225K |
| Clearstead Trust, LLC | 0.04% | Reduce -3.9% | 10,719 | $219K |
| Sowell Financial Services LLC | 0.01% | Add +0.9% | 10,695 | $218K |
| Benjamin Edwards Inc. | 0.00% | No change | 10,671 | $218K |
| CreativeOne Wealth, LLC | 0.01% | Add +8.7% | 10,555 | $216K |
| GTS Securities LLC | 0.01% | New | 10,263 | $210K |
| Integris Wealth Management, LLC | 0.05% | Add +1.1% | 10,174 | $208K |
| Ritholtz Wealth Management | 0.00% | New | 10,167 | $208K |
| Sentinel Pension Advisors, LLC | 0.03% | Add +0.9% | 10,013 | $204K |
| Darden Wealth Group Inc | 0.10% | No change | 10,000 | $204K |
| Arq Wealth Advisors, LLC | 0.04% | New | 10,000 | $204K |
| Global Wealth Strategies & Associates | 0.05% | Reduce -2.1% | 9,927 | $203K |
| ETF Portfolio Partners, Inc. | 0.05% | No change | 9,914 | $202K |
| RIA Advisory Group LLC | 0.05% | New | 9,831 | $201K |
| Obsidian Cio, LLC | 0.18% | New | 9,715 | $198K |
| Morris Financial Concepts, Inc. | 0.07% | No change | 9,708 | $198K |
| Rialto Wealth Management, LLC | 0.04% | No change | 8,579 | $175K |
| BankPlus Trust Department | 0.04% | Add +6.3% | 8,151 | $166K |
| Eastern Bank | 0.00% | Reduce -47.6% | 7,638 | $156K |
| FMR LLC | 0.00% | Add +96.7% | 7,634 | $156K |
| Nalls Sherbakoff Group, LLC | 0.11% | Add +0.4% | 7,316 | $149K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 7,093 | $145K |
| US Bancorp \de | 0.00% | Add +91.9% | 6,327 | $129K |
| IMA Advisory Services, Inc. | 0.01% | Add +0.5% | 6,189 | $126K |
| United Community Bank | 0.04% | New | 5,500 | $112K |
| FAS Wealth Partners, Inc. | 0.01% | Add +1.1% | 5,482 | $112K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.2% | 5,038 | $103K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.1% | 3,984 | $81K |
| International Assets Investment Management, LLC | 0.01% | Add +81.2% | 3,980 | $81K |
| Marquette Asset Management, LLC | 0.01% | Add +0.4% | 3,867 | $79K |
| Advisortrust Partners, LLC | 0.03% | New | 3,635 | $74K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -79.0% | 3,400 | $69K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +0.1% | 3,257 | $67K |
| Sarver Vrooman Wealth Advisors | 0.04% | No change | 3,092 | $63K |
| Alerus Financial NA | 0.00% | Reduce -44.3% | 3,088 | $63K |
| IFG Advisory, LLC | 0.18% | New | 3,050 | $62K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.7% | 2,263 | $46K |
| Bank of Montreal | 0.00% | New | 1,972 | $40K |
| Topsail Wealth Management, LLC | 0.01% | Add +30.1% | 1,730 | $35K |
| AlphaCore Capital LLC | 0.00% | No change | 1,605 | $33K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 1,488 | $30K |
| JPMorgan Chase & Co. | 0.00% | Reduce -79.6% | 1,456 | $30K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3875.0% | 1,431 | $29K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.7% | 1,394 | $28K |
| Intentional Wealth Strategies, LLC | 0.03% | — | 1,331 | $27K |
| CX Institutional | 0.00% | Add +1.1% | 1,313 | $27K |
| 1620 Investment Advisors, Inc. | 0.02% | New | 1,300 | $27K |
| West Branch Capital LLC | 0.01% | Add +1.1% | 1,073 | $22K |
| Smithfield Trust Co | 0.00% | No change | 1,046 | $21K |
| Aspect Partners, LLC | 0.01% | No change | 975 | $20K |
| City State Bank | 0.01% | New | 967 | $20K |
| GAMMA Investing LLC | 0.00% | No change | 802 | $16K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 800 | $16K |
| Tradewinds Capital Management, LLC | 0.00% | Add +185.3% | 736 | $15K |
| Community Bank, N.A. | 0.00% | Reduce -54.6% | 720 | $15K |
| Lanark Financial, Inc. | 0.00% | Add +1.7% | 669 | $14K |
| AE Wealth Management LLC | 0.00% | No change | 580 | $12K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 440 | $9K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 433 | $9K |
| Sound Income Strategies, LLC | 0.00% | No change | 388 | $8K |
| First PREMIER Bank | 0.00% | No change | 305 | $6K |
| Birchbrook, Inc. | 0.00% | No change | 250 | $5K |
| Caldwell Trust Co | 0.00% | No change | 130 | $3K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.9% | 113 | $2K |
| Imprint Wealth LLC | 0.01% | No change | 113 | $2K |
| Evolution Wealth Management Inc. | 0.00% | No change | 92 | $2K |
| GS Investments, Inc. | 0.00% | No change | 75 | $2K |
| Aventura Private Wealth, LLC | 0.00% | No change | 62 | $1K |
| Proathlete Wealth Management LLC | 0.00% | Add +2.3% | 44 | $907 |
"% of holder's portfolio" is BSCS's weight in each manager's 13F, not the share of Invesco Bulletshares 2028 CB the manager owns.