Invesco Bulletshares 2029 CBBSCTETF
13F holders, Q2 2026 (June 30)352holders +10
34new positions
18sold out
2famous investors
$18.58avg. 13F price*
At the end of Q2 2026, 352 institutions reported holding Invesco Bulletshares 2029 CB (BSCT) in their 13F filings, up 10 from Q1 2026. 34 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($178.3M), Wells Fargo & Company ($127.6M) and Lido Advisors, LLC ($108.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco Bulletshares 2029 CB
- CUSIP
- 46138J577
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $20.7M |
| Exits | 18 | $38.5M |
All 13F filers, Q1 2026 → Q2 2026: 9,944,069 shares bought and 7,413,722 shares sold, net +2,530,347 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 352 holders
| Morgan Stanley | 0.01% | Add +7.4% | 9,596,451 | $178.3M |
| Wells Fargo & Company | 0.02% | Add +0.3% | 6,867,873 | $127.6M |
| Lido Advisors, LLC | 0.39% | Reduce -8.2% | 5,824,764 | $108.2M |
| Raymond James Financial Inc. | 0.03% | Add +15.6% | 5,450,614 | $101.2M |
| LPL Financial LLC | 0.02% | Add +14.1% | 5,418,387 | $100.6M |
| Clearstead Advisors, LLC | 0.64% | Add +1.5% | 3,664,565 | $68.1M |
| Bank of America Corp. | 0.00% | Add +4.9% | 3,658,064 | $67.9M |
| Invesco Ltd. | 0.01% | Add +13.3% | 3,599,890 | $66.9M |
| UBS Group AG | 0.01% | Add +8.4% | 2,790,031 | $51.8M |
| Royal Bank of Canada | 0.01% | Add +12.5% | 2,749,889 | $51.1M |
| Avior Wealth Management, LLC | 1.15% | Reduce -9.3% | 2,357,478 | $43.8M |
| MAI Capital Management | 0.16% | Add +2.7% | 2,291,285 | $42.6M |
| Manchester Financial Inc. | 7.53% | Add +1.8% | 2,277,588 | $42.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.0% | 2,274,983 | $42.3M |
| TLWM | 4.83% | Add +2.1% | 1,598,888 | $29.7M |
| Stifel Financial Corp. | 0.02% | Add +1.3% | 1,574,340 | $29.2M |
| RiverFront Investment Group, LLC | 0.36% | Add +7.1% | 1,475,777 | $27.4M |
| Osaic Holdings, Inc. | 0.03% | Add +0.6% | 1,460,404 | $27.1M |
| Moneco Advisors, LLC | 1.65% | Add +9.2% | 1,452,021 | $27.0M |
| Clark Asset Management, LLC | 2.05% | Add +13.1% | 1,407,457 | $26.1M |
| Anchor Investment Management, LLC | 1.74% | Add +9.2% | 1,243,500 | $23.1M |
| Davis R M Inc. | 0.36% | Add +26.9% | 1,237,482 | $23.0M |
| Atlantic Union Bankshares Corp | 0.38% | Add +18.7% | 1,232,875 | $22.9M |
| Brookstone Capital Management | 0.23% | Reduce -3.1% | 1,218,293 | $22.6M |
| Janney Montgomery Scott LLC | 0.04% | Add +3.3% | 1,202,868 | $22.3M |
| Baird Financial Group, Inc. | 0.03% | Add +30.4% | 1,196,098 | $22.2M |
| Hills Bank & Trust Co | 0.83% | Reduce -57.3% | 1,046,645 | $19.4M |
| MML Investors Services, LLC | 0.04% | Add +24.8% | 1,040,435 | $19.3M |
| Headland Capital, LLC | 4.69% | Add +6.0% | 1,023,299 | $19.0M |
| Capital Investment Counsel, LLC | 2.19% | Reduce -1.1% | 951,103 | $17.7M |
| Kestra Advisory Services, LLC | 0.05% | Add +358.2% | 897,404 | $16.7M |
| Shufro Rose & Co. LLC | 0.93% | Add +2.5% | 872,220 | $16.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +17.1% | 808,845 | $15.0M |
| NewEdge Advisors, LLC | 0.04% | Add +0.7% | 791,027 | $14.7M |
| Goepper Burkhardt LLC | 4.15% | Add +12.1% | 743,819 | $13.8M |
| Asset Dedication, LLC | 0.80% | Add +3.5% | 683,131 | $12.7M |
| Kirr Marbach & Co. LLC | 2.12% | Reduce -0.5% | 676,416 | $12.6M |
| Ameriprise Financial Inc. | 0.00% | Add +13.6% | 668,406 | $12.4M |
| Gill Capital Partners, LLC | 3.24% | Reduce -0.9% | 659,467 | $12.2M |
| Jones Financial Companies LLLP | 0.00% | Add +24.7% | 658,474 | $12.2M |
| Cetera Investment Advisers | 0.01% | Add +41.6% | 646,234 | $12.0M |
| Carrera Capital Advisors | 1.71% | Add +3.4% | 620,177 | $11.5M |
| Cornerstone Planning, LLC | 2.61% | Add +2.4% | 608,133 | $11.3M |
| Straight Path Wealth Management | 2.60% | Add +2.2% | 599,064 | $11.1M |
| Cookson Peirce & Co. Inc. | 0.36% | Add +1.3% | 595,631 | $11.1M |
| GPM Growth Investors, Inc. | 4.52% | Reduce -18.5% | 583,177 | $10.8M |
| CVFG LLC | 1.12% | Add +2.5% | 574,819 | $10.7M |
| Central Valley Advisors, LLC | 2.73% | Reduce -1.0% | 572,218 | $10.6M |
| First International Bank of Israel Ltd. | 2.73% | No change | 540,000 | $10.0M |
| Vaughan David Investments LLC | 0.18% | Add +2.7% | 495,727 | $9.2M |
| HUB Investment Partners, LLC | 0.17% | Add +13.8% | 484,980 | $9.0M |
| Sound Stewardship, LLC | 3.51% | Add +12.0% | 458,271 | $8.5M |
| Colonial Trust Advisors | 0.56% | Add +5.6% | 434,767 | $8.1M |
| Advisors Capital Management, LLC | 0.09% | Add +3.9% | 431,024 | $8.0M |
| Kathmere Capital Management, LLC | 0.42% | Add +19.9% | 425,184 | $7.9M |
| ProVise Management Group, LLC | 0.52% | Add +12.7% | 418,444 | $7.8M |
| Marietta Wealth Management, LLC | 0.80% | Add +5.2% | 416,957 | $7.7M |
| Paradiem, LLC | 1.66% | Add +0.7% | 414,868 | $7.7M |
| &partners | 0.03% | Add +3.5% | 412,479 | $7.7M |
| Ledgewood Wealth Advisors, LLC | 3.99% | Add +10.3% | 404,458 | $7.5M |
| Carnegie Investment Counsel | 0.14% | Add +19.9% | 377,967 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.8% | 376,906 | $7.0M |
| Carroll Advisory Group, LLC | 2.28% | Add +22.7% | 374,457 | $7.0M |
| Arax Advisory Partners | 0.04% | New | 355,165 | $6.6M |
| Carmel Capital Partners, LLC | 2.16% | Add +0.3% | 352,309 | $6.5M |
| Hengehold Capital Management LLC | 0.50% | Add +50.7% | 348,588 | $6.5M |
| SFE Investment Counsel | 0.88% | Add +6.1% | 344,227 | $6.4M |
| Financial Solutions Advisory Group, Inc. | 0.79% | Add +1.7% | 338,222 | $6.3M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -27.3% | 334,652 | $6.2M |
| Parr McKnight Wealth Management Group, LLC | 0.73% | Add +6.3% | 333,719 | $6.2M |
| Mgo One Seven LLC | 0.10% | Add +6.0% | 331,420 | $6.2M |
| Decker Wealth Management LLC | 1.31% | Reduce -16.3% | 331,204 | $6.2M |
| AMJ Financial Wealth Management | 1.45% | No change | 327,509 | $6.1M |
| AA Financial Advisors, LLC | 0.73% | Reduce -0.2% | 326,443 | $6.1M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +37.7% | 321,131 | $6.0M |
| Odyssey Group, LLC | 1.61% | — | 319,704 | $5.9M |
| Morton Community Bank | 1.21% | Add +1.8% | 318,954 | $5.9M |
| Wilkins Miller Wealth Management, LLC | 3.24% | Reduce -0.3% | 317,100 | $5.9M |
| BCS Wealth Management | 1.03% | Add +8.6% | 308,513 | $5.7M |
| Howard Wealth Management, LLC | 2.06% | Add +5.7% | 300,074 | $5.6M |
| Captrust Financial Advisors | 0.01% | Add +29.1% | 299,736 | $5.6M |
| Red Spruce Capital, LLC | 1.93% | Add +14.5% | 297,737 | $5.5M |
| Farnam Financial LLC | 4.01% | Add +7.3% | 295,926 | $5.5M |
| Truist Financial Corp. | 0.01% | Add +145.0% | 277,628 | $5.2M |
| NorthAvenue LLC | 3.58% | Add +5.3% | 269,415 | $5.0M |
| Gladstone Institutional Advisory LLC | 0.16% | Add +2.0% | 268,434 | $5.0M |
| Webster Bank, N. A. | 0.43% | Add +36.1% | 267,678 | $5.0M |
| Kintra Wealth, LLC | 0.26% | Add +31.3% | 266,234 | $4.9M |
| Equitable Holdings, Inc. | 0.03% | Add +11.4% | 253,280 | $4.7M |
| Fca Corp. | 1.14% | Add +169.3% | 248,603 | $4.6M |
| Trilogy Capital Inc. | 0.18% | Add +0.5% | 248,221 | $4.6M |
| Colonial Trust Co / SC | 0.55% | Add +2.4% | 233,463 | $4.3M |
| Parisi Gray Wealth Management | 0.86% | Add +0.9% | 225,408 | $4.2M |
| Geneos Wealth Management Inc. | 0.08% | Add +3.5% | 223,495 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -5.7% | 221,915 | $4.1M |
| S.E.E.D. Planning Group LLC | 1.09% | Add +22.0% | 221,366 | $4.1M |
| Laurel Wealth Advisors LLC | 0.40% | Add +6.5% | 220,918 | $4.1M |
| Apollon Wealth Management, LLC | 0.05% | New | 215,958 | $4.0M |
| Novare Capital Management LLC | 0.28% | Add +6.5% | 215,321 | $4.0M |
| Prospera Financial Services Inc | 0.05% | Add +3.6% | 201,669 | $3.7M |
"% of holder's portfolio" is BSCT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 CB the manager owns.