Invesco Bulletshares 2029 CBBSCTETF
13F holders, Q1 2024 (March 31)135holders
1famous investor
$18.29avg. 13F price*
At the end of Q1 2024, 135 institutions reported holding Invesco Bulletshares 2029 CB (BSCT) in their 13F filings. The largest holders were Morgan Stanley ($63.4M), Wilbanks Smith & Thomas Asset Management LLC ($44.2M) and Wells Fargo & Company ($36.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bulletshares 2029 CB
- CUSIP
- 46138J577
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $51.3M |
| Exits | 4 | $3.1M |
Ownership 135 holders
| Morgan Stanley | 0.01% | Add +25.9% | 3,465,927 | $63.4M |
| Wilbanks Smith & Thomas Asset Management LLC | 1.24% | Add +15.8% | 2,413,167 | $44.2M |
| Wells Fargo & Company | 0.01% | Add +53.6% | 1,984,128 | $36.3M |
| Eastern Bank | 1.27% | Add +7.5% | 1,663,758 | $30.4M |
| Jane Street Group, LLC | 0.04% | Add +67.8% | 1,641,673 | $30.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +1798.5% | 1,358,505 | $24.9M |
| Aptus Capital Advisors, LLC | 0.46% | Add +15.5% | 1,177,585 | $21.5M |
| Avior Wealth Management, LLC | 0.99% | Add +18.8% | 1,161,068 | $21.2M |
| LPL Financial LLC | 0.01% | Add +83.8% | 1,138,645 | $20.8M |
| Janney Montgomery Scott LLC | 0.06% | Add +25.6% | 1,123,691 | $20.6M |
| UBS Group AG | 0.01% | Add +58.3% | 1,063,790 | $19.5M |
| Royal Bank of Canada | 0.00% | Add +125.7% | 814,485 | $14.9M |
| Motley Fool Wealth Management, LLC | 0.75% | Add +4.2% | 797,984 | $14.6M |
| Raymond James & Associates | 0.01% | Add +107.8% | 759,524 | $13.9M |
| Bank of America Corp. | 0.00% | Add +22.4% | 680,448 | $12.5M |
| RiverFront Investment Group, LLC | 0.35% | New | 672,511 | $12.3M |
| Gill Capital Partners, LLC | 4.71% | Add +0.6% | 650,928 | $11.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +18.9% | 623,437 | $11.4M |
| Atlantic Union Bankshares Corp | 0.92% | Add +21.1% | 597,486 | $10.9M |
| Invesco Ltd. | 0.00% | Add +22.7% | 554,172 | $10.1M |
| Cwm, LLC | 0.05% | New | 511,801 | $9.4M |
| Cookson Peirce & Co. Inc. | 0.50% | Add +8.6% | 511,773 | $9.4M |
| Vishria Bird Financial Group, LLC | 3.62% | New | 462,577 | $8.5M |
| Asset Dedication, LLC | 0.62% | Add +34.7% | 451,427 | $8.2M |
| Advisors Capital Management, LLC | 0.12% | New | 357,099 | $6.5M |
| HUB Investment Partners, LLC | 0.35% | Add +36.8% | 343,601 | $6.3M |
| Marietta Wealth Management, LLC | 0.95% | Add +8.0% | 315,281 | $5.8M |
| Focus Partners Wealth | 0.04% | Add +6.5% | 296,427 | $5.4M |
| Goepper Burkhardt LLC | 2.29% | Add +18.0% | 271,350 | $4.9M |
| Legacy CG, LLC | 1.73% | New | 260,766 | $4.8M |
| Horizons Wealth Management | 2.54% | No change | 208,906 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Add +44.7% | 208,021 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +15.7% | 192,528 | $3.5M |
| Exchange Capital Management, Inc. | 0.50% | Add +38.8% | 168,744 | $3.1M |
| Rovin Capital /Ut/ | 1.21% | Reduce -0.4% | 160,726 | $2.9M |
| Addison Advisors LLC | 1.01% | Add +10.7% | 160,486 | $2.9M |
| Clark Asset Management, LLC | 0.90% | Add +61.2% | 160,063 | $2.9M |
| Matthew Goff Investment Advisor, LLC | 0.56% | Reduce -0.6% | 152,009 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +74.6% | 151,024 | $2.8M |
| Novare Capital Management LLC | 0.24% | Add +14.7% | 144,999 | $2.7M |
| Souders Financial Advisors | 0.41% | New | 142,707 | $2.6M |
| AA Financial Advisors, LLC | 1.04% | New | 141,523 | $2.6M |
| Private Advisor Group, LLC | 0.02% | Add +876.2% | 133,712 | $2.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +13.2% | 131,413 | $2.4M |
| Carnegie Investment Counsel | 0.07% | Add +58.9% | 122,025 | $2.2M |
| Moneco Advisors, LLC | 0.35% | Add +153.4% | 121,130 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Add +64.2% | 119,003 | $2.2M |
| Secure Asset Management, LLC | 0.51% | Add +2.8% | 118,813 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Add +227.2% | 113,640 | $2.1M |
| Oliver Luxxe Assets LLC | 0.39% | Add +142.1% | 101,939 | $1.9M |
| Ironwood Financial, llc | 0.42% | Reduce -2.1% | 98,940 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -5.6% | 94,973 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.8% | 88,724 | $1.6M |
| G2 Capital Management, LLC / Oh | 0.46% | Add +1.0% | 78,826 | $1.4M |
| Financial Advisory Group | 0.24% | Add +13.4% | 75,724 | $1.4M |
| Straight Path Wealth Management | 0.78% | Add +89.9% | 75,467 | $1.4M |
| Sawgrass Asset Management LLC | 0.15% | Add +15.3% | 74,830 | $1.4M |
| BCS Wealth Management | 0.43% | Add +93.6% | 73,876 | $1.4M |
| Davis R M Inc. | 0.03% | Add +134.8% | 69,825 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +160.8% | 69,028 | $1.3M |
| MML Investors Services, LLC | 0.01% | Add +21.0% | 68,757 | $1.3M |
| Citadel Advisors | 0.00% | Add +493.6% | 63,084 | $1.2M |
| Butensky & Cohen Financial Security, Inc. | 0.34% | Add +2.7% | 60,038 | $1.1M |
| Ellevest, Inc. | 0.06% | Add +19.8% | 53,231 | $974K |
| Truist Financial Corp. | 0.00% | Add +289.4% | 51,977 | $951K |
| Segment Wealth Management, LLC | 0.07% | Add +145.2% | 50,930 | $932K |
| Shufro Rose & Co. LLC | 0.08% | New | 50,102 | $917K |
| Baird Financial Group, Inc. | 0.00% | Add +2.3% | 48,729 | $892K |
| Western Financial Corp | 0.54% | Add +8.2% | 47,893 | $876K |
| Captrust Financial Advisors | 0.00% | Add +6.5% | 44,882 | $821K |
| Colonial Trust Co / SC | 0.15% | Add +101.6% | 44,150 | $808K |
| 4Thought Financial Group Inc. | 0.52% | Reduce -0.9% | 43,183 | $790K |
| Stephens Inc. | 0.01% | Add +26.5% | 42,681 | $781K |
| Higgins & Schmidt Wealth Strategies LLC | 0.55% | Add +4.8% | 40,725 | $745K |
| Red Spruce Capital, LLC | 0.33% | Add +50.2% | 38,701 | $708K |
| Apella Capital, LLC | 0.03% | Reduce -0.9% | 37,561 | $683K |
| SFE Investment Counsel | 0.14% | New | 33,848 | $619K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | Add +31.2% | 32,772 | $600K |
| Colonial Trust Advisors | 0.06% | Add +70.5% | 32,225 | $590K |
| Avantax Advisory Services, Inc. | 0.01% | Add +38.5% | 31,776 | $582K |
| Independence Bank of Kentucky | 0.17% | Add +57.1% | 31,288 | $573K |
| Prospera Financial Services Inc | 0.02% | New | 31,182 | $570K |
| Hanover Advisors Inc. | 0.23% | Add +31.4% | 29,984 | $549K |
| JPMorgan Chase & Co. | 0.00% | New | 27,217 | $498K |
| TLWM | 0.11% | Add +58.3% | 27,154 | $497K |
| First Horizon Advisors, Inc. | 0.01% | Add +30.0% | 26,183 | $479K |
| Strategic Financial Concepts, LLC | 0.11% | Add +24.5% | 25,805 | $472K |
| HighTower Advisors, LLC | 0.00% | Add +7.6% | 25,253 | $461K |
| Redwood Financial Network Corp | 0.32% | Add +25.3% | 20,033 | $367K |
| Ledgewood Wealth Advisors, LLC | 0.31% | New | 18,508 | $339K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -10.2% | 18,359 | $336K |
| HB Wealth Management, LLC | 0.00% | Add +5.6% | 18,002 | $329K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 16,955 | $310K |
| Integrated Wealth Concepts LLC | 0.00% | Add +36.4% | 15,631 | $286K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -5.2% | 14,227 | $260K |
| Capital Analysts, LLC | 0.01% | Reduce -1.7% | 13,932 | $255K |
| Comerica Bank | 0.00% | Add +261.9% | 13,616 | $249K |
| Flaharty Asset Management, LLC | 0.04% | No change | 13,600 | $249K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +21.0% | 12,750 | $233K |
| Source Financial Advisors LLC | 0.06% | New | 11,510 | $211K |
| GeoWealth Management, LLC | 0.01% | New | 11,510 | $211K |
| Sterling Financial Group, Inc. | 0.10% | Reduce -29.3% | 11,385 | $208K |
| Advisory Services Network, LLC | 0.00% | Add +3281.6% | 11,227 | $205K |
| Darden Wealth Group Inc | 0.16% | No change | 11,000 | $201K |
| Cibc World Market Inc. | 0.00% | New | 10,835 | $198K |
| Sigma Planning Corp | 0.01% | New | 10,453 | $191K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 10,109 | $185K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +2.2% | 8,893 | $163K |
| Davis Capital Management | 0.13% | Add +9.2% | 7,942 | $145K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +151.5% | 7,512 | $137K |
| First Command Advisory Services, Inc. | 0.00% | Add +2.2% | 7,020 | $128K |
| Key Financial Inc | 0.03% | No change | 6,468 | $118K |
| Geneos Wealth Management Inc. | 0.01% | No change | 6,351 | $116K |
| US Bancorp \de | 0.00% | Add +70.0% | 5,700 | $104K |
| FAS Wealth Partners, Inc. | 0.01% | New | 5,499 | $101K |
| Westside Investment Management, Inc. | 0.02% | New | 5,380 | $98K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.1% | 4,418 | $81K |
| Marquette Asset Management, LLC | 0.01% | Add +0.4% | 4,185 | $77K |
| Signaturefd, LLC | 0.00% | New | 4,000 | $73K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,499 | $64K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -25.8% | 3,369 | $62K |
| Alaska Wealth Advisors, LLC | 0.01% | New | 1,971 | $36K |
| Ancora Advisors LLC | 0.00% | No change | 1,764 | $32K |
| Harbour Investments, Inc. | 0.00% | Add +1.1% | 1,385 | $25K |
| Smithfield Trust Co | 0.00% | No change | 1,178 | $22K |
| Aspect Partners, LLC | 0.02% | No change | 1,056 | $19K |
| Laurel Wealth Advisors LLC | 0.00% | New | 1,000 | $18K |
| IFP Advisors, Inc | 0.00% | New | 951 | $17K |
| Mather Group, Llc. | 0.00% | New | 492 | $9K |
| Community Bank, N.A. | 0.00% | No change | 380 | $7K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +0.8% | 246 | $5K |
| First PREMIER Bank | 0.00% | New | 220 | $4K |
| Spire Wealth Management | 0.00% | New | 212 | $4K |
| Global Retirement Partners, LLC | 0.00% | New | 169 | $3K |
| Gradient Investments LLC | 0.00% | No change | 155 | $3K |
"% of holder's portfolio" is BSCT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 CB the manager owns.