Invesco Bulletshares 2029 CBBSCTETF
13F holders, Q1 2025 (March 31)257holders +26
38new positions
11sold out
$18.53avg. 13F price*
At the end of Q1 2025, 257 institutions reported holding Invesco Bulletshares 2029 CB (BSCT) in their 13F filings, up 26 from Q4 2024. 38 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($114.3M), Lido Advisors, LLC ($108.0M) and Raymond James Financial Inc. ($74.7M).
- Company
- Invesco Bulletshares 2029 CB
- CUSIP
- 46138J577
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $45.6M |
| Exits | 11 | $22.5M |
All 13F filers, Q4 2024 → Q1 2025: 14,489,501 shares bought and 2,087,584 shares sold, net +12,401,917 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| Morgan Stanley | 0.01% | Add +21.6% | 6,170,680 | $114.3M |
| Lido Advisors, LLC | 0.64% | Add +57.3% | 5,826,003 | $108.0M |
| Raymond James Financial Inc. | 0.03% | Add +15.4% | 4,032,214 | $74.7M |
| LPL Financial LLC | 0.03% | Add +25.5% | 3,751,130 | $69.5M |
| Wells Fargo & Company | 0.01% | Add +43.6% | 3,303,222 | $61.2M |
| Aptus Capital Advisors, LLC | 0.64% | Add +12.3% | 3,049,470 | $56.5M |
| Clearstead Advisors, LLC | 0.84% | Add +2.7% | 2,914,041 | $54.0M |
| Avior Wealth Management, LLC | 1.83% | Add +17.7% | 2,598,243 | $48.1M |
| Invesco Ltd. | 0.01% | Add +11.7% | 2,140,738 | $39.7M |
| Hills Bank & Trust Co | 2.72% | Add +3.6% | 2,085,408 | $38.6M |
| Bank of America Corp. | 0.00% | Add +12.1% | 1,940,412 | $36.0M |
| UBS Group AG | 0.01% | Add +12.6% | 1,770,658 | $32.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.4% | 1,712,447 | $31.7M |
| Royal Bank of Canada | 0.01% | Add +11.1% | 1,632,719 | $30.3M |
| MAI Capital Management | 0.21% | Add +28.3% | 1,525,065 | $28.3M |
| Brookstone Capital Management | 0.35% | Reduce -2.9% | 1,305,358 | $24.2M |
| Stifel Financial Corp. | 0.02% | Add +12.3% | 1,196,726 | $22.2M |
| Capital Investment Counsel, LLC | 3.37% | Add +3.3% | 1,100,000 | $20.4M |
| IMA Advisory Services, Inc. | 2.35% | New | 1,066,305 | $19.8M |
| RiverFront Investment Group, LLC | 0.42% | Add +10.9% | 1,014,722 | $18.8M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -14.6% | 988,893 | $18.3M |
| Atlantic Union Bankshares Corp | 1.11% | Add +7.6% | 986,444 | $18.3M |
| Moneco Advisors, LLC | 1.82% | Add +40.1% | 949,875 | $17.6M |
| Osaic Holdings, Inc. | 0.04% | Add +43.4% | 890,626 | $16.5M |
| Headland Capital, LLC | 5.33% | Add +5.7% | 864,383 | $16.0M |
| Baird Financial Group, Inc. | 0.03% | Add +38.8% | 753,369 | $14.0M |
| Motley Fool Wealth Management, LLC | 0.78% | Reduce -5.0% | 708,495 | $13.1M |
| Gill Capital Partners, LLC | 4.38% | Add +3.0% | 682,511 | $12.6M |
| MML Investors Services, LLC | 0.04% | Add +24.7% | 606,232 | $11.2M |
| Shufro Rose & Co. LLC | 0.86% | Add +1.8% | 579,822 | $10.7M |
| Clark Asset Management, LLC | 1.78% | Add +16.4% | 572,271 | $10.6M |
| Focus Partners Wealth | 0.03% | Add +30.7% | 571,020 | $10.6M |
| Cwm, LLC | 0.04% | Add +1.2% | 570,258 | $10.6M |
| Cookson Peirce & Co. Inc. | 0.50% | Reduce -1.8% | 531,853 | $9.9M |
| GPM Growth Investors, Inc. | 4.19% | Add +5.8% | 515,398 | $9.6M |
| Davis R M Inc. | 0.19% | Add +32.3% | 507,443 | $9.4M |
| Asset Dedication, LLC | 0.75% | Add +1.8% | 495,581 | $9.2M |
| NewEdge Advisors, LLC | 0.05% | Add +250.8% | 489,617 | $9.1M |
| Central Valley Advisors, LLC | 3.34% | Add +2088.0% | 476,396 | $8.8M |
| Goepper Burkhardt LLC | 3.44% | Add +8.8% | 463,985 | $8.6M |
| Jane Street Group, LLC | 0.02% | New | 461,685 | $8.6M |
| Vishria Bird Financial Group, LLC | 2.84% | Reduce -1.6% | 451,437 | $8.4M |
| AA Financial Advisors, LLC | 1.93% | Add +23.5% | 426,706 | $7.9M |
| Vaughan David Investments LLC | 0.17% | Add +13.0% | 397,658 | $7.4M |
| HUB Investment Partners, LLC | 0.28% | Add +7.1% | 375,855 | $7.0M |
| Advisors Capital Management, LLC | 0.11% | Add +2.2% | 375,243 | $7.0M |
| Kathmere Capital Management, LLC | 0.57% | Add +39.9% | 362,713 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +14.0% | 358,615 | $6.6M |
| Kickstand Ventures, Llc. | 1.69% | Add +19.6% | 354,710 | $6.6M |
| Kirr Marbach & Co. LLC | 1.46% | Add +9.8% | 338,786 | $6.3M |
| Marietta Wealth Management, LLC | 0.91% | Add +2.8% | 334,855 | $6.2M |
| AMJ Financial Wealth Management | 1.82% | Add +12.4% | 326,787 | $6.1M |
| Carmel Capital Partners, LLC | 2.14% | New | 293,461 | $5.4M |
| Sanctuary Advisors, LLC | 0.04% | Add +4.0% | 289,900 | $5.4M |
| Morton Community Bank | 1.39% | Add +9.9% | 285,865 | $5.3M |
| Cetera Investment Advisers | 0.01% | Reduce -6.0% | 276,433 | $5.1M |
| Wilkins Miller Wealth Management, LLC | 3.83% | Add +9.0% | 274,790 | $5.1M |
| Private Advisor Group, LLC | 0.03% | Add +19.6% | 267,439 | $5.0M |
| Ameriprise Financial Inc. | 0.00% | Add +13.9% | 251,601 | $4.7M |
| Colonial Trust Advisors | 0.40% | Add +5.1% | 243,581 | $4.5M |
| BCS Wealth Management | 1.15% | Add +2.1% | 240,514 | $4.5M |
| Addison Advisors LLC | 1.19% | Add +6.3% | 236,003 | $4.4M |
| Gladstone Institutional Advisory LLC | 0.20% | Add +18.4% | 231,581 | $4.3M |
| VestGen Advisors, LLC | 0.19% | — | 224,304 | $4.2M |
| Carnegie Investment Counsel | 0.10% | Add +4.9% | 224,583 | $4.1M |
| Horizons Wealth Management | 2.96% | Add +6.8% | 211,683 | $3.9M |
| Ledgewood Wealth Advisors, LLC | 2.53% | Add +4.7% | 211,502 | $3.9M |
| SFE Investment Counsel | 0.78% | Add +32.9% | 209,818 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +64.8% | 202,440 | $3.8M |
| Howard Wealth Management, LLC | 2.09% | Reduce -1.6% | 202,158 | $3.7M |
| ProVise Management Group, LLC | 0.31% | Add +140.2% | 195,466 | $3.6M |
| Souders Financial Advisors | 0.50% | Add +12.4% | 193,121 | $3.6M |
| Red Spruce Capital, LLC | 1.68% | Reduce -0.6% | 192,253 | $3.6M |
| Parr McKnight Wealth Management Group, LLC | 0.49% | New | 185,121 | $3.4M |
| Infinity Wealth Counsel, LLC | 3.64% | Add +1.3% | 181,790 | $3.4M |
| S.E.E.D. Planning Group LLC | 1.11% | Add +29.8% | 177,346 | $3.3M |
| Novare Capital Management LLC | 0.28% | Add +6.0% | 173,609 | $3.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +4.6% | 172,029 | $3.2M |
| Atria Investments, Inc | 0.04% | Add +51.0% | 171,186 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +15.4% | 170,385 | $3.2M |
| Guardian Wealth Advisors, LLC / NC | 0.24% | Add +9.0% | 161,492 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.4% | 152,130 | $2.8M |
| Farnam Financial LLC | 2.72% | Add +13.4% | 144,478 | $2.7M |
| Legacy Wealth Management, LLC / MS | 0.87% | Reduce -0.1% | 143,875 | $2.7M |
| Equitable Holdings, Inc. | 0.03% | Add +3.6% | 143,125 | $2.7M |
| Stephens Inc. | 0.04% | Add +6.3% | 142,040 | $2.6M |
| Legacy CG, LLC | 0.83% | Reduce -1.7% | 139,294 | $2.6M |
| Rovin Capital /Ut/ | 0.82% | Reduce -10.4% | 138,015 | $2.6M |
| Geneos Wealth Management Inc. | 0.09% | Add +14.0% | 137,463 | $2.5M |
| Prospera Financial Services Inc | 0.06% | Add +15.5% | 134,261 | $2.5M |
| Straight Path Wealth Management | 1.00% | Add +12.2% | 133,030 | $2.5M |
| Ironwood Financial, llc | 0.52% | Add +0.4% | 131,354 | $2.4M |
| Opulen Financial Group LLC | 2.18% | Add +6.9% | 129,490 | $2.4M |
| Evexia Wealth LLC | 0.86% | Add +2.2% | 128,152 | $2.4M |
| Colonial Trust Co / SC | 0.36% | Add +6.7% | 126,429 | $2.3M |
| Ellevest, Inc. | 0.15% | Add +6.2% | 120,688 | $2.2M |
| Captrust Financial Advisors | 0.01% | Add +43.2% | 120,252 | $2.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +33.0% | 115,050 | $2.1M |
| Matthew Goff Investment Advisor, LLC | 0.39% | Reduce -1.2% | 113,050 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +0.5% | 111,921 | $2.1M |
"% of holder's portfolio" is BSCT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 CB the manager owns.