Invesco Bulletshares 2029 CBBSCTETF
13F holders, Q3 2024 (September 30)186holders +22
31new positions
9sold out
1famous investor
$18.81avg. 13F price*
At the end of Q3 2024, 186 institutions reported holding Invesco Bulletshares 2029 CB (BSCT) in their 13F filings, up 22 from Q2 2024. 31 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($83.2M), Clearstead Advisors, LLC ($50.8M) and Raymond James & Associates ($48.0M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $16.2M |
| Exits | 9 | $1.5M |
All 13F filers, Q2 2024 → Q3 2024: 8,833,647 shares bought and 941,707 shares sold, net +7,891,940 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 186 holders
| Morgan Stanley | 0.01% | Add +3.6% | 4,423,376 | $83.2M |
| Clearstead Advisors, LLC | 0.79% | Add +5.2% | 2,703,012 | $50.8M |
| Raymond James & Associates | 0.03% | Add +71.1% | 2,550,819 | $48.0M |
| Aptus Capital Advisors, LLC | 0.62% | Add +37.6% | 2,162,775 | $40.7M |
| Avior Wealth Management, LLC | 1.48% | Add +20.4% | 1,969,430 | $37.0M |
| LPL Financial LLC | 0.02% | Add +44.2% | 1,845,994 | $34.7M |
| Wells Fargo & Company | 0.01% | Reduce -6.5% | 1,750,455 | $32.9M |
| Eastern Bank | 0.57% | Reduce -0.4% | 1,678,513 | $31.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.5% | 1,359,055 | $25.6M |
| Bank of America Corp. | 0.00% | Add +7.3% | 1,351,775 | $25.4M |
| Invesco Ltd. | 0.00% | Add +47.3% | 1,247,321 | $23.5M |
| UBS Group AG | 0.01% | Add +4.9% | 1,172,032 | $22.0M |
| Janney Montgomery Scott LLC | 0.06% | Add +1.7% | 1,161,426 | $21.8M |
| Stifel Financial Corp. | 0.02% | Add +2.4% | 1,010,581 | $19.0M |
| RiverFront Investment Group, LLC | 0.38% | Add +14.6% | 847,419 | $15.9M |
| Royal Bank of Canada | 0.00% | Add +11.3% | 844,798 | $15.9M |
| Atlantic Union Bankshares Corp | 0.92% | Add +19.2% | 843,172 | $15.9M |
| Hills Bank & Trust Co | 1.18% | Add +116.3% | 828,201 | $15.6M |
| Motley Fool Wealth Management, LLC | 0.73% | Reduce -4.7% | 774,468 | $14.6M |
| Lido Advisors, LLC | 0.11% | Add +460.4% | 767,574 | $14.4M |
| Capital Investment Counsel, LLC | 2.24% | Add +189.8% | 686,832 | $12.9M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +15.4% | 679,330 | $12.8M |
| Gill Capital Partners, LLC | 4.47% | Add +1.3% | 663,696 | $12.5M |
| Cwm, LLC | 0.04% | Add +2.9% | 545,321 | $10.3M |
| Cookson Peirce & Co. Inc. | 0.46% | Add +1.2% | 520,127 | $9.8M |
| Asset Dedication, LLC | 0.60% | Reduce -3.3% | 472,225 | $8.9M |
| Vishria Bird Financial Group, LLC | 3.28% | No change | 460,364 | $8.7M |
| Moneco Advisors, LLC | 1.08% | Add +112.0% | 459,318 | $8.6M |
| HUB Investment Partners, LLC | 0.34% | Add +4.4% | 408,591 | $7.7M |
| Osaic Holdings, Inc. | 0.02% | Add +49.1% | 398,043 | $7.5M |
| GPM Growth Investors, Inc. | 3.09% | Add +139.4% | 394,493 | $7.4M |
| Citadel Advisors | 0.01% | Add +80.5% | 382,517 | $7.2M |
| Kestra Advisory Services, LLC | 0.04% | Add +8.9% | 369,501 | $7.0M |
| Advisors Capital Management, LLC | 0.11% | Add +1.8% | 368,056 | $6.9M |
| Focus Partners Wealth | 0.02% | Add +11.4% | 361,668 | $6.8M |
| Clark Asset Management, LLC | 1.39% | Add +53.4% | 343,913 | $6.5M |
| Goepper Burkhardt LLC | 2.55% | Add +17.9% | 328,450 | $6.2M |
| Marietta Wealth Management, LLC | 0.88% | Add +1.4% | 321,178 | $6.0M |
| AMJ Financial Wealth Management | 1.55% | Add +2.3% | 287,034 | $5.4M |
| AA Financial Advisors, LLC | 1.54% | Add +22.6% | 282,698 | $5.3M |
| Davis R M Inc. | 0.08% | Add +82.3% | 229,124 | $4.3M |
| Private Advisor Group, LLC | 0.03% | Add +28.2% | 223,821 | $4.2M |
| Howard Wealth Management, LLC | 2.43% | New | 222,128 | $4.2M |
| Colonial Trust Advisors | 0.34% | Add +22.5% | 206,570 | $3.9M |
| Addison Advisors LLC | 1.06% | Add +16.3% | 203,251 | $3.8M |
| Exchange Capital Management, Inc. | 0.60% | Add +4.9% | 199,272 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +268.6% | 198,903 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Add +20.2% | 183,270 | $3.5M |
| JPMorgan Chase & Co. | 0.00% | Add +300.1% | 181,761 | $3.4M |
| BCS Wealth Management | 1.43% | Add +52.5% | 178,161 | $3.4M |
| Horizons Wealth Management | 2.57% | Add +1.4% | 176,635 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +64.8% | 168,895 | $3.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | Add +2.7% | 160,247 | $3.0M |
| Rovin Capital /Ut/ | 1.10% | Reduce -1.2% | 158,073 | $3.0M |
| Souders Financial Advisors | 0.41% | Add +5.1% | 157,761 | $3.0M |
| Susquehanna International Group, LLP | 0.01% | New | 157,528 | $3.0M |
| Novare Capital Management LLC | 0.25% | Add +6.5% | 153,955 | $2.9M |
| Legacy Private Trust Co. | 0.19% | New | 150,574 | $2.8M |
| Shufro Rose & Co. LLC | 0.23% | No change | 152,800 | $2.8M |
| Legacy CG, LLC | 0.89% | Reduce -1.1% | 145,406 | $2.7M |
| Ledgewood Wealth Advisors, LLC | 1.83% | Add +80.9% | 144,365 | $2.7M |
| Matthew Goff Investment Advisor, LLC | 0.51% | Reduce -4.3% | 142,771 | $2.7M |
| Carnegie Investment Counsel | 0.08% | Add +8.6% | 141,333 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +52.8% | 130,783 | $2.5M |
| Secure Asset Management, LLC | 0.42% | Add +6.5% | 130,734 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +43.9% | 130,126 | $2.4M |
| Ironwood Financial, llc | 0.50% | Add +13.8% | 126,091 | $2.4M |
| Geneos Wealth Management Inc. | 0.08% | Add +1750.8% | 117,545 | $2.2M |
| SFE Investment Counsel | 0.46% | Add +24.7% | 117,482 | $2.2M |
| Farnam Financial LLC | 2.33% | — | 112,592 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Reduce -8.2% | 109,131 | $2.1M |
| Straight Path Wealth Management | 0.85% | Add +12.1% | 104,897 | $2.0M |
| Oliver Luxxe Assets LLC | 0.35% | Add +4.3% | 104,617 | $2.0M |
| Colonial Trust Co / SC | 0.30% | Add +24.0% | 102,866 | $1.9M |
| Stephens Inc. | 0.03% | Add +90.2% | 95,258 | $1.8M |
| Prospera Financial Services Inc | 0.04% | Add +189.7% | 92,776 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -63.4% | 83,464 | $1.6M |
| Sawgrass Asset Management LLC | 0.16% | Add +8.0% | 81,716 | $1.5M |
| G2 Capital Management, LLC / Oh | 0.45% | Add +1.2% | 80,693 | $1.5M |
| Ellevest, Inc. | 0.08% | Add +26.8% | 75,801 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +7.9% | 74,333 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +29.6% | 71,480 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -63.4% | 65,359 | $1.2M |
| Atria Investments, Inc | 0.02% | Add +30.5% | 64,603 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +0.8% | 64,292 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +24.4% | 63,947 | $1.2M |
| Butensky & Cohen Financial Security, Inc. | 0.35% | Add +0.7% | 63,415 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +16.0% | 59,773 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +271.4% | 57,819 | $1.1M |
| Berger Financial Group, Inc | 0.08% | No change | 57,360 | $1.1M |
| Hobbs Group Advisors, LLC | 0.35% | Add +1.1% | 51,393 | $967K |
| Independence Bank of Kentucky | 0.21% | Add +5.9% | 51,280 | $965K |
| Red Spruce Capital, LLC | 0.43% | Add +28.2% | 50,348 | $947K |
| Western Financial Corp | 0.54% | Add +1.0% | 50,201 | $944K |
| Segment Wealth Management, LLC | 0.06% | Reduce -2.4% | 49,705 | $935K |
| Higgins & Schmidt Wealth Strategies LLC | 0.57% | Add +4.1% | 46,912 | $882K |
| 4Thought Financial Group Inc. | 0.51% | Add +0.7% | 43,581 | $820K |
| Kohmann Bosshard Financial Services, LLC | 0.09% | Add +16.0% | 39,267 | $739K |
| Rebalance, LLC | 0.05% | New | 37,115 | $698K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +98.7% | 36,673 | $690K |
| Integrated Wealth Concepts LLC | 0.01% | Add +16.9% | 34,682 | $652K |
| Apella Capital, LLC | 0.03% | Reduce -8.0% | 33,340 | $628K |
| HighTower Advisors, LLC | 0.00% | Add +14.5% | 32,052 | $605K |
| Capital Analysts, LLC | 0.02% | Add +36.9% | 31,079 | $585K |
| HB Wealth Management, LLC | 0.01% | Add +65.1% | 29,987 | $564K |
| Silverlake Wealth Management LLC | 0.22% | New | 29,959 | $564K |
| Vaughan David Investments LLC | 0.01% | Add +71.9% | 29,400 | $553K |
| Quartz Partners, LLC | 0.34% | — | 28,427 | $535K |
| Redwood Financial Network Corp | 0.41% | Add +19.3% | 27,994 | $527K |
| TLWM | 0.10% | No change | 27,154 | $511K |
| Hanover Advisors Inc. | 0.21% | Add +10.2% | 27,008 | $508K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +28.9% | 26,983 | $508K |
| Key Financial Inc | 0.11% | Add +125.1% | 26,713 | $502K |
| Sigma Planning Corp | 0.02% | Add +100.7% | 26,303 | $495K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +95.6% | 25,974 | $489K |
| &partners | 0.01% | Add +1.1% | 25,703 | $483K |
| Meridian Financial Partners LLC | 0.24% | New | 25,488 | $479K |
| Strategic Financial Concepts, LLC | 0.15% | Reduce -92.7% | 25,462 | $479K |
| Argent Financial Group, Inc. | 0.06% | — | 24,795 | $466K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -13.5% | 23,983 | $451K |
| Sax Wealth Advisors, LLC | 0.04% | Add +38.3% | 21,047 | $396K |
| Sigma Investment Counselors Inc. | 0.02% | Add +37.0% | 19,486 | $367K |
| Waverly Advisors, LLC | 0.01% | New | 19,388 | $365K |
| Western Wealth Management, LLC | 0.02% | Add +5.9% | 18,000 | $339K |
| Oder Investment Management, LLC | 0.28% | New | 17,504 | $329K |
| Morton Community Bank | 0.08% | New | 17,200 | $324K |
| CRA Financial Services, LLC | 0.06% | Add +34.2% | 16,783 | $316K |
| Kades & Cheifetz LLC | 0.18% | Add +32.3% | 16,660 | $313K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +29.3% | 16,629 | $313K |
| Aveo Capital Partners, LLC | 0.03% | New | 16,413 | $309K |
| Cibc World Market Inc. | 0.00% | No change | 16,335 | $307K |
| Vista Investment Management | 0.11% | New | 16,071 | $302K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.5% | 15,588 | $293K |
| Allen Capital Group, LLC | 0.04% | Add +46.6% | 15,370 | $289K |
| Brown Financial Advisory | 0.20% | New | 14,683 | $276K |
| Sensible Money, LLC | 0.12% | New | 14,563 | $274K |
| Monterey Private Wealth, Inc. | 0.09% | New | 13,787 | $259K |
| Larson Financial Group LLC | 0.01% | Add +84.2% | 13,641 | $257K |
| Mgo One Seven LLC | 0.01% | New | 13,623 | $256K |
| Flaharty Asset Management, LLC | 0.04% | No change | 13,600 | $256K |
| Comerica Bank | 0.00% | Add +0.4% | 13,558 | $255K |
| Freedom Investment Management, Inc. | 0.02% | New | 12,632 | $238K |
| Dover Advisors, LLC | 0.13% | No change | 12,554 | $236K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 12,485 | $235K |
| Principal Securities, Inc. | 0.01% | Add +2084.9% | 12,476 | $235K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.2% | 12,015 | $226K |
| Benjamin Edwards Inc. | 0.00% | New | 11,087 | $209K |
| Creative Planning | 0.00% | New | 10,866 | $204K |
| Morris Financial Concepts, Inc. | 0.09% | New | 10,605 | $199K |
| Source Financial Advisors LLC | 0.06% | Reduce -6.8% | 10,574 | $199K |
| GeoWealth Management, LLC | 0.01% | Reduce -6.8% | 10,574 | $199K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 10,559 | $199K |
| Everpar Advisors LLC | 0.10% | New | 10,321 | $194K |
| Advisory Services Network, LLC | 0.00% | No change | 10,584 | $192K |
| Blue Barn Wealth, LLC | 0.10% | New | 10,111 | $190K |
| Kingsview Wealth Management, LLC | 0.00% | Add +0.1% | 10,009 | $188K |
| First Command Advisory Services, Inc. | 0.00% | Add +33.3% | 9,356 | $176K |
| Davis Capital Management | 0.12% | Add +0.7% | 7,875 | $148K |
| Harbour Investments, Inc. | 0.00% | Add +417.7% | 7,253 | $136K |
| Westside Investment Management, Inc. | 0.02% | No change | 6,208 | $115K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 5,684 | $107K |
| FAS Wealth Partners, Inc. | 0.01% | Add +1.2% | 5,629 | $106K |
| Marquette Asset Management, LLC | 0.01% | No change | 4,240 | $80K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,499 | $66K |
| US Bancorp \de | 0.00% | No change | 3,497 | $66K |
| Laurel Wealth Advisors LLC | 0.01% | Add +200.0% | 3,000 | $56K |
| Ancora Advisors LLC | 0.00% | No change | 2,234 | $42K |
| Y.D. More Investments Ltd | 0.00% | New | 2,100 | $40K |
| FMR LLC | 0.00% | New | 2,023 | $38K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -52.2% | 1,617 | $30K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 1,588 | $30K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 1,385 | $26K |
| Smithfield Trust Co | 0.00% | Add +1.0% | 1,209 | $23K |
| Aspect Partners, LLC | 0.01% | No change | 1,056 | $20K |
| New Potomac Partners, LLC | 0.01% | New | 1,000 | $19K |
| IFP Advisors, Inc | 0.00% | Reduce -2.7% | 925 | $17K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +1.2% | 764 | $14K |
| GAMMA Investing LLC | 0.00% | New | 546 | $10K |
| Community Bank, N.A. | 0.00% | No change | 380 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 338 | $6K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 293 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | New | 221 | $4K |
| First PREMIER Bank | 0.00% | No change | 220 | $4K |
| Spire Wealth Management | 0.00% | No change | 212 | $4K |
| Mattson Financial Services, LLC | 0.00% | No change | 155 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 25 | $470 |
"% of holder's portfolio" is BSCT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 CB the manager owns.