Invesco Bulletshares 2029 CBBSCTETF
13F holders, Q2 2024 (June 30)164holders +29
30new positions
4sold out
1famous investor
$18.01avg. 13F price*
At the end of Q2 2024, 164 institutions reported holding Invesco Bulletshares 2029 CB (BSCT) in their 13F filings, up 29 from Q1 2024. 30 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($77.6M), Clearstead Advisors, LLC ($46.6M) and Wells Fargo & Company ($34.0M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $73.7M |
| Exits | 4 | $492K |
All 13F filers, Q1 2024 → Q2 2024: 10,742,952 shares bought and 1,830,206 shares sold, net +8,912,746 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 164 holders
| Morgan Stanley | 0.01% | Add +23.2% | 4,271,116 | $77.6M |
| Clearstead Advisors, LLC | 0.80% | New | 2,568,530 | $46.6M |
| Wells Fargo & Company | 0.01% | Reduce -5.6% | 1,872,856 | $34.0M |
| Eastern Bank | 1.24% | Add +1.3% | 1,685,685 | $30.6M |
| Avior Wealth Management, LLC | 1.28% | Add +40.9% | 1,636,116 | $29.7M |
| Aptus Capital Advisors, LLC | 0.54% | Add +33.5% | 1,571,570 | $28.5M |
| Raymond James & Associates | 0.02% | Add +96.3% | 1,491,090 | $27.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.7% | 1,422,955 | $25.8M |
| LPL Financial LLC | 0.01% | Add +12.4% | 1,280,336 | $23.3M |
| Bank of America Corp. | 0.00% | Add +85.1% | 1,259,814 | $22.9M |
| Janney Montgomery Scott LLC | 0.06% | Add +1.6% | 1,142,286 | $20.7M |
| UBS Group AG | 0.01% | Add +5.0% | 1,117,290 | $20.3M |
| Stifel Financial Corp. | 0.02% | Add +553.7% | 987,200 | $17.9M |
| Invesco Ltd. | 0.00% | Add +52.8% | 846,739 | $15.4M |
| Motley Fool Wealth Management, LLC | 0.75% | Add +1.9% | 812,751 | $14.8M |
| Royal Bank of Canada | 0.00% | Reduce -6.8% | 759,192 | $13.8M |
| RiverFront Investment Group, LLC | 0.36% | Add +9.9% | 739,382 | $13.4M |
| Atlantic Union Bankshares Corp | 0.80% | Add +18.4% | 707,476 | $12.8M |
| Gill Capital Partners, LLC | 4.60% | Add +0.7% | 655,437 | $11.9M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -5.6% | 588,520 | $10.7M |
| Cwm, LLC | 0.05% | Add +3.5% | 529,932 | $9.6M |
| Cookson Peirce & Co. Inc. | 0.45% | Add +0.4% | 513,774 | $9.3M |
| Asset Dedication, LLC | 0.62% | Add +8.2% | 488,512 | $8.9M |
| Vishria Bird Financial Group, LLC | 3.51% | Reduce -0.5% | 460,364 | $8.4M |
| HUB Investment Partners, LLC | 0.34% | Add +13.9% | 391,437 | $7.1M |
| Hills Bank & Trust Co | 0.56% | New | 382,910 | $7.0M |
| Advisors Capital Management, LLC | 0.11% | Add +1.3% | 361,579 | $6.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +257.2% | 339,219 | $6.2M |
| Focus Partners Wealth | 0.02% | Add +9.5% | 324,663 | $5.9M |
| Marietta Wealth Management, LLC | 0.90% | Add +0.5% | 316,789 | $5.8M |
| AMJ Financial Wealth Management | 1.59% | New | 280,495 | $5.1M |
| Goepper Burkhardt LLC | 2.29% | Add +2.7% | 278,650 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Add +28.3% | 266,980 | $4.8M |
| Capital Investment Counsel, LLC | 0.84% | New | 237,008 | $4.3M |
| AA Financial Advisors, LLC | 1.48% | Add +62.9% | 230,546 | $4.2M |
| Jane Street Group, LLC | 0.00% | Reduce -86.1% | 228,143 | $4.1M |
| Clark Asset Management, LLC | 1.13% | Add +40.0% | 224,140 | $4.1M |
| Moneco Advisors, LLC | 0.58% | Add +78.9% | 216,678 | $3.9M |
| Citadel Advisors | 0.00% | Add +235.9% | 211,929 | $3.8M |
| Exchange Capital Management, Inc. | 0.56% | Add +12.6% | 189,937 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -7.3% | 178,394 | $3.2M |
| Horizons Wealth Management | 2.55% | Reduce -16.6% | 174,129 | $3.2M |
| Addison Advisors LLC | 1.02% | Add +8.9% | 174,776 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Add +30.5% | 174,532 | $3.2M |
| Colonial Trust Advisors | 0.29% | Add +423.1% | 168,573 | $3.1M |
| GPM Growth Investors, Inc. | 1.27% | — | 164,780 | $3.0M |
| Rovin Capital /Ut/ | 1.21% | Reduce -0.5% | 159,971 | $2.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | Add +18.7% | 156,038 | $2.8M |
| Shufro Rose & Co. LLC | 0.23% | Add +205.0% | 152,800 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Add +28.2% | 152,516 | $2.8M |
| Souders Financial Advisors | 0.41% | Add +5.2% | 150,062 | $2.7M |
| Matthew Goff Investment Advisor, LLC | 0.55% | Reduce -1.9% | 149,174 | $2.7M |
| Legacy CG, LLC | 0.91% | Reduce -43.6% | 147,039 | $2.7M |
| Novare Capital Management LLC | 0.24% | Reduce -0.3% | 144,587 | $2.6M |
| Lido Advisors, LLC | 0.02% | New | 136,968 | $2.5M |
| Carnegie Investment Counsel | 0.07% | Add +6.6% | 130,125 | $2.4M |
| Davis R M Inc. | 0.05% | Add +80.0% | 125,677 | $2.3M |
| Secure Asset Management, LLC | 0.42% | Add +3.3% | 122,769 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Add +4.7% | 118,924 | $2.2M |
| BCS Wealth Management | 1.03% | Add +58.1% | 116,810 | $2.1M |
| Ironwood Financial, llc | 0.45% | Add +12.0% | 110,779 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.5% | 102,492 | $1.9M |
| Oliver Luxxe Assets LLC | 0.39% | Reduce -1.6% | 100,298 | $1.8M |
| SFE Investment Counsel | 0.38% | Add +178.4% | 94,242 | $1.7M |
| Straight Path Wealth Management | 0.87% | Add +24.0% | 93,579 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +31.6% | 90,454 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 85,621 | $1.6M |
| Colonial Trust Co / SC | 0.27% | Add +87.9% | 82,975 | $1.5M |
| Ledgewood Wealth Advisors, LLC | 1.25% | Add +331.2% | 79,801 | $1.4M |
| G2 Capital Management, LLC / Oh | 0.45% | Add +1.2% | 79,760 | $1.4M |
| Sawgrass Asset Management LLC | 0.15% | Add +1.1% | 75,690 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +32.5% | 68,877 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -7.6% | 63,787 | $1.2M |
| Butensky & Cohen Financial Security, Inc. | 0.36% | Add +4.9% | 62,954 | $1.1M |
| Ellevest, Inc. | 0.07% | Add +12.3% | 59,784 | $1.1M |
| Berger Financial Group, Inc | 0.08% | New | 57,360 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +73.5% | 55,132 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | — | 53,955 | $967K |
| Baird Financial Group, Inc. | 0.00% | Add +5.8% | 51,539 | $936K |
| Captrust Financial Advisors | 0.00% | Add +14.6% | 51,420 | $934K |
| Segment Wealth Management, LLC | 0.07% | No change | 50,930 | $925K |
| Hobbs Group Advisors, LLC | 0.35% | — | 50,832 | $923K |
| Stephens Inc. | 0.01% | Add +17.3% | 50,081 | $909K |
| Western Financial Corp | 0.55% | Add +3.8% | 49,700 | $903K |
| Atria Investments, Inc | 0.01% | New | 49,513 | $899K |
| Independence Bank of Kentucky | 0.23% | Add +54.8% | 48,442 | $880K |
| JPMorgan Chase & Co. | 0.00% | Add +66.9% | 45,431 | $825K |
| Higgins & Schmidt Wealth Strategies LLC | 0.59% | Add +10.7% | 45,071 | $818K |
| 4Thought Financial Group Inc. | 0.49% | Add +0.3% | 43,300 | $786K |
| Red Spruce Capital, LLC | 0.33% | Add +1.5% | 39,281 | $713K |
| Apella Capital, LLC | 0.03% | Reduce -3.5% | 36,247 | $663K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | Add +3.3% | 33,847 | $615K |
| Prospera Financial Services Inc | 0.02% | Add +2.7% | 32,025 | $581K |
| Cerity Partners LLC | 0.00% | New | 31,923 | $580K |
| Integrated Wealth Concepts LLC | 0.01% | Add +89.8% | 29,676 | $539K |
| HighTower Advisors, LLC | 0.00% | Add +10.8% | 27,992 | $509K |
| First Horizon Advisors, Inc. | 0.02% | Add +5.9% | 27,723 | $503K |
| TLWM | 0.11% | No change | 27,154 | $493K |
| &partners | 0.02% | New | 25,413 | $462K |
| Hanover Advisors Inc. | 0.20% | Reduce -18.3% | 24,504 | $445K |
"% of holder's portfolio" is BSCT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 CB the manager owns.