Invesco Bulletshares 2029 CBBSCTETF
13F holders, Q4 2024 (December 31)231holders +45
44new positions
12sold out
$18.34avg. 13F price*
At the end of Q4 2024, 231 institutions reported holding Invesco Bulletshares 2029 CB (BSCT) in their 13F filings, up 45 from Q3 2024. 44 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($93.1M), Lido Advisors, LLC ($67.9M) and Raymond James Financial Inc. ($64.1M).
- Company
- Invesco Bulletshares 2029 CB
- CUSIP
- 46138J577
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $107.2M |
| Exits | 12 | $14.9M |
All 13F filers, Q3 2024 → Q4 2024: 21,490,160 shares bought and 2,752,351 shares sold, net +18,737,809 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 231 holders
| Morgan Stanley | 0.01% | Add +14.7% | 5,074,748 | $93.1M |
| Lido Advisors, LLC | 0.43% | Add +382.7% | 3,704,806 | $67.9M |
| Raymond James Financial Inc. | 0.02% | — | 3,494,838 | $64.1M |
| LPL Financial LLC | 0.02% | Add +61.9% | 2,988,811 | $54.8M |
| Clearstead Advisors, LLC | 0.79% | Add +5.0% | 2,836,756 | $52.0M |
| Aptus Capital Advisors, LLC | 0.59% | Add +25.5% | 2,715,053 | $49.8M |
| Wells Fargo & Company | 0.01% | Add +31.4% | 2,299,634 | $42.2M |
| Avior Wealth Management, LLC | 1.48% | Add +12.1% | 2,207,836 | $40.5M |
| Hills Bank & Trust Co | 2.78% | Add +143.0% | 2,012,301 | $36.9M |
| Invesco Ltd. | 0.01% | Add +53.7% | 1,917,332 | $35.2M |
| Bank of America Corp. | 0.00% | Add +28.1% | 1,731,428 | $31.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.3% | 1,594,404 | $29.2M |
| UBS Group AG | 0.01% | Add +34.2% | 1,572,341 | $28.8M |
| Royal Bank of Canada | 0.01% | Add +74.0% | 1,470,101 | $27.0M |
| Brookstone Capital Management | 0.36% | New | 1,343,717 | $24.6M |
| MAI Capital Management | 0.16% | New | 1,189,114 | $21.8M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -0.3% | 1,157,841 | $21.2M |
| Stifel Financial Corp. | 0.02% | Add +5.5% | 1,065,827 | $19.5M |
| Capital Investment Counsel, LLC | 3.26% | Add +55.0% | 1,064,744 | $19.5M |
| Atlantic Union Bankshares Corp | 0.98% | Add +8.7% | 916,589 | $16.8M |
| RiverFront Investment Group, LLC | 0.38% | Add +7.9% | 914,536 | $16.8M |
| Headland Capital, LLC | 5.14% | — | 817,894 | $15.0M |
| Independent Advisor Alliance | 0.20% | New | 817,497 | $15.0M |
| Motley Fool Wealth Management, LLC | 0.70% | Reduce -3.7% | 745,907 | $13.7M |
| Moneco Advisors, LLC | 1.31% | Add +47.6% | 677,785 | $12.4M |
| Gill Capital Partners, LLC | 4.36% | Reduce -0.1% | 662,776 | $12.2M |
| Osaic Holdings, Inc. | 0.03% | Add +56.0% | 621,148 | $11.4M |
| Shufro Rose & Co. LLC | 0.81% | Add +272.7% | 569,423 | $10.4M |
| Cwm, LLC | 0.04% | Add +3.3% | 563,365 | $10.3M |
| Baird Financial Group, Inc. | 0.02% | Add +808.1% | 542,801 | $10.0M |
| Cookson Peirce & Co. Inc. | 0.45% | Add +4.2% | 541,762 | $9.9M |
| Clark Asset Management, LLC | 1.68% | Add +42.9% | 491,569 | $9.0M |
| GPM Growth Investors, Inc. | 3.78% | Add +23.5% | 487,342 | $8.9M |
| Asset Dedication, LLC | 0.70% | Add +3.1% | 486,746 | $8.9M |
| MML Investors Services, LLC | 0.03% | Add +273.7% | 486,229 | $8.9M |
| Vishria Bird Financial Group, LLC | 2.95% | Reduce -0.3% | 458,742 | $8.4M |
| Focus Partners Wealth | 0.02% | Add +20.8% | 436,880 | $8.0M |
| Goepper Burkhardt LLC | 3.18% | Add +29.8% | 426,450 | $7.8M |
| Davis R M Inc. | 0.14% | Add +67.4% | 383,545 | $7.0M |
| Advisors Capital Management, LLC | 0.11% | Reduce -0.3% | 367,106 | $6.7M |
| Vaughan David Investments LLC | 0.15% | Add +1097.1% | 351,950 | $6.5M |
| HUB Investment Partners, LLC | 0.27% | Reduce -14.1% | 351,044 | $6.4M |
| AA Financial Advisors, LLC | 1.69% | Add +22.2% | 345,389 | $6.3M |
| Marietta Wealth Management, LLC | 0.86% | Add +1.4% | 325,786 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +86.3% | 314,643 | $5.8M |
| Kirr Marbach & Co. LLC | 1.22% | New | 308,414 | $5.7M |
| Eastern Bank | 0.10% | Reduce -82.3% | 297,044 | $5.4M |
| Kickstand Ventures, Llc. | 1.39% | New | 296,533 | $5.4M |
| Cetera Investment Advisers | 0.01% | Add +357.3% | 293,982 | $5.4M |
| AMJ Financial Wealth Management | 1.48% | Add +1.3% | 290,699 | $5.3M |
| Sanctuary Advisors, LLC | 0.03% | Add +40.2% | 278,775 | $5.1M |
| Morton Community Bank | 1.26% | Add +1412.3% | 260,113 | $4.8M |
| Kathmere Capital Management, LLC | 0.43% | New | 259,345 | $4.8M |
| Wilkins Miller Wealth Management, LLC | 4.83% | — | 251,999 | $4.6M |
| BCS Wealth Management | 1.07% | Add +32.2% | 235,499 | $4.3M |
| Colonial Trust Advisors | 0.38% | Add +12.2% | 231,810 | $4.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.1% | 223,564 | $4.1M |
| Addison Advisors LLC | 1.13% | Add +9.3% | 222,108 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Add +20.5% | 220,799 | $4.0M |
| Carnegie Investment Counsel | 0.11% | Add +51.5% | 214,066 | $3.9M |
| Howard Wealth Management, LLC | 2.04% | Reduce -7.6% | 205,333 | $3.8M |
| Ledgewood Wealth Advisors, LLC | 2.39% | Add +39.9% | 201,993 | $3.7M |
| Horizons Wealth Management | 2.82% | Add +12.2% | 198,133 | $3.6M |
| Gladstone Institutional Advisory LLC | 0.17% | Add +1076.5% | 195,639 | $3.6M |
| Red Spruce Capital, LLC | 1.57% | Add +284.2% | 193,433 | $3.5M |
| McCarthy & Cox | 1.20% | New | 188,937 | $3.5M |
| Infinity Wealth Counsel, LLC | 3.51% | — | 179,540 | $3.3M |
| Exchange Capital Management, Inc. | 0.51% | Reduce -12.8% | 173,852 | $3.2M |
| Souders Financial Advisors | 0.44% | Add +8.9% | 171,804 | $3.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +2.6% | 164,495 | $3.0M |
| Novare Capital Management LLC | 0.25% | Add +6.3% | 163,722 | $3.0M |
| SFE Investment Counsel | 0.61% | Add +34.4% | 157,911 | $2.9M |
| Secure Asset Management, LLC | 0.43% | Add +18.8% | 155,325 | $2.8M |
| Rovin Capital /Ut/ | 1.02% | Reduce -2.5% | 154,078 | $2.8M |
| Legacy Private Trust Co. | 0.18% | No change | 150,574 | $2.8M |
| Guardian Wealth Advisors, LLC / NC | 0.22% | Add +9231.4% | 148,182 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +12.9% | 147,662 | $2.7M |
| Legacy Wealth Management, LLC / MS | 1.05% | New | 144,075 | $2.6M |
| Legacy CG, LLC | 0.80% | Reduce -2.5% | 141,716 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -62.0% | 140,373 | $2.6M |
| NewEdge Advisors, LLC | 0.02% | Add +2355.5% | 139,569 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +26.6% | 138,159 | $2.5M |
| S.E.E.D. Planning Group LLC | 0.84% | New | 136,621 | $2.5M |
| Stephens Inc. | 0.03% | Add +40.3% | 133,629 | $2.5M |
| Ironwood Financial, llc | 0.50% | Add +3.8% | 130,829 | $2.4M |
| Farnam Financial LLC | 2.44% | Add +13.2% | 127,456 | $2.3M |
| Evexia Wealth LLC | 0.78% | New | 125,390 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +112.5% | 122,836 | $2.3M |
| Opulen Financial Group LLC | 2.02% | — | 121,124 | $2.2M |
| Geneos Wealth Management Inc. | 0.08% | Add +2.6% | 120,606 | $2.2M |
| Straight Path Wealth Management | 0.86% | Add +13.1% | 118,587 | $2.2M |
| Colonial Trust Co / SC | 0.32% | Add +15.2% | 118,448 | $2.2M |
| Prospera Financial Services Inc | 0.05% | Add +25.3% | 116,203 | $2.1M |
| Matthew Goff Investment Advisor, LLC | 0.39% | Reduce -19.9% | 114,425 | $2.1M |
| Ellevest, Inc. | 0.12% | Add +50.0% | 113,690 | $2.1M |
| Atria Investments, Inc | 0.03% | Add +75.5% | 113,356 | $2.1M |
| True Vision MN LLC | 1.22% | New | 112,266 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +49.8% | 111,347 | $2.0M |
| Oliver Luxxe Assets LLC | 0.36% | No change | 104,617 | $2.0M |
| AlphaStar Capital Management, LLC | 0.19% | New | 99,932 | $1.8M |
"% of holder's portfolio" is BSCT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 CB the manager owns.