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 |
| Oliver Luxxe Assets LLC | 0.38% | Add +5.4% | 110,267 | $2.0M |
| True Vision MN LLC | 1.22% | Reduce -2.3% | 109,741 | $2.0M |
| AlphaStar Capital Management, LLC | 0.20% | Add +7.1% | 106,988 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +33.5% | 102,240 | $1.9M |
| Mgo One Seven LLC | 0.07% | Add +4.3% | 100,340 | $1.9M |
| Eastern Bank | 0.03% | Reduce -69.7% | 90,017 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Add +50.8% | 89,383 | $1.7M |
| Sawgrass Asset Management LLC | 0.19% | Reduce -14.5% | 84,580 | $1.6M |
| G2 Capital Management, LLC / Oh | 0.46% | Add +1.1% | 82,516 | $1.5M |
| Strategic Financial Concepts, LLC | 0.27% | Add +27.4% | 78,620 | $1.5M |
| ArborFi Advisors, LLC | 1.34% | Add +2.6% | 73,062 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +50.5% | 68,600 | $1.3M |
| Butensky & Cohen Financial Security, Inc. | 0.38% | Add +5.8% | 67,459 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +29.1% | 66,939 | $1.2M |
| Creative Planning | 0.00% | Add +148.8% | 63,568 | $1.2M |
| Kohmann Bosshard Financial Services, LLC | 0.14% | Reduce -2.5% | 63,539 | $1.2M |
| River Wealth Advisors LLC | 0.16% | Add +11.7% | 62,680 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +128.5% | 61,771 | $1.1M |
| Wingate Wealth Advisors, Inc. | 1.31% | Add +78.7% | 61,338 | $1.1M |
| Secure Asset Management, LLC | 0.23% | Reduce -60.6% | 61,195 | $1.1M |
| Silverlake Wealth Management LLC | 0.43% | Add +28.7% | 60,813 | $1.1M |
| Flow Traders U.S. LLC | 0.05% | Reduce -17.2% | 60,687 | $1.1M |
| Apeiron RIA LLC | 0.34% | Reduce -0.4% | 60,198 | $1.1M |
| CRA Financial Services, LLC | 0.19% | Add +13.5% | 59,883 | $1.1M |
| Unified Investment Management | 1.30% | Add +1.7% | 59,470 | $1.1M |
| Blue Barn Wealth, LLC | 0.56% | Add +13.7% | 57,664 | $1.1M |
| Independence Bank of Kentucky | 0.16% | Add +3.8% | 56,311 | $1.0M |
| Hobbs Group Advisors, LLC | 0.38% | Add +5.1% | 54,614 | $1.0M |
| Freedom Investment Management, Inc. | 0.08% | Add +35.3% | 53,737 | $996K |
| Segment Wealth Management, LLC | 0.07% | Add +0.8% | 53,120 | $984K |
| Western Financial Corp | 0.56% | Reduce -5.3% | 52,373 | $970K |
| Comerica Bank | 0.00% | Add +6.4% | 49,898 | $925K |
| Heritage Trust Co | 0.11% | Add +26.1% | 47,638 | $883K |
| Cypress Wealth Services, LLC | 0.18% | New | 47,548 | $881K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +358.1% | 46,833 | $868K |
| Apella Capital, LLC | 0.03% | Add +1.6% | 46,714 | $863K |
| Key Financial Inc | 0.19% | Add +3.4% | 46,248 | $857K |
| First Command Advisory Services, Inc. | 0.01% | Add +370.6% | 45,558 | $844K |
| Exchange Capital Management, Inc. | 0.14% | Reduce -74.1% | 45,002 | $834K |
| Capital Analysts, LLC | 0.03% | Add +9.3% | 44,908 | $832K |
| HighTower Advisors, LLC | 0.00% | Add +5.9% | 44,182 | $819K |
| Hanover Advisors Inc. | 0.35% | Add +31.7% | 43,342 | $803K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -5.0% | 42,754 | $792K |
| HRT Financial LP | 0.01% | New | 42,562 | $788K |
| Laurel Wealth Advisors LLC | 0.12% | Add +230.0% | 42,275 | $783K |
| Harbour Investments, Inc. | 0.02% | Add +46.0% | 41,684 | $772K |
| Vantage Point Financial LLC | 0.38% | Add +191.4% | 40,614 | $753K |
| CW Advisors, LLC | 0.01% | New | 40,047 | $741K |
| 4Thought Financial Group Inc. | 0.44% | Reduce -3.5% | 38,233 | $708K |
| Tyler-Stone Wealth Management | 0.12% | Add +236.4% | 37,000 | $686K |
| Redwood Financial Network Corp | 0.51% | Add +18.2% | 35,852 | $664K |
| Arkadios Wealth Advisors | 0.02% | Add +47.1% | 35,216 | $653K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.4% | 34,648 | $642K |
| Allworth Financial LP | 0.00% | Add +1.9% | 33,332 | $616K |
| HB Wealth Management, LLC | 0.01% | Add +0.7% | 33,111 | $614K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.1% | 32,958 | $611K |
| &partners | 0.01% | Add +6.5% | 32,674 | $598K |
| Foundations Investment Advisors, LLC | 0.01% | Add +6.8% | 31,681 | $587K |
| Old Mission Capital LLC | 0.01% | Reduce -66.5% | 30,730 | $569K |
| Quartz Partners, LLC | 0.34% | Reduce -4.7% | 30,514 | $565K |
| Allen Capital Group, LLC | 0.06% | Add +32.2% | 29,148 | $540K |
| Monterey Private Wealth, Inc. | 0.15% | Add +69.0% | 28,171 | $522K |
| RPg Family Wealth Advisory, LLC | 0.15% | No change | 27,500 | $510K |
| TLWM | 0.10% | No change | 27,154 | $503K |
| Insight Wealth Partners, LLC | 0.29% | New | 25,929 | $480K |
| Sax Wealth Advisors, LLC | 0.03% | Add +16.8% | 25,533 | $473K |
| Roundview Capital LLC | 0.03% | New | 25,349 | $470K |
| Coordinated Financial Services, Inc. | 0.36% | — | 25,171 | $466K |
| Cordatus Wealth Management LLC | 0.12% | Add +62.7% | 23,909 | $443K |
| Kessler Investment Group, LLC | 0.22% | Add +72.1% | 23,877 | $442K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -7.3% | 23,773 | $441K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -8.5% | 23,593 | $437K |
| Mariner, LLC | 0.00% | Add +11.3% | 22,939 | $425K |
| Summit Investment Advisors, Inc. | 0.38% | Add +1.1% | 22,842 | $423K |
| Redhawk Wealth Advisors, Inc. | 0.06% | New | 22,317 | $414K |
| Oder Investment Management, LLC | 0.35% | Add +15.3% | 22,287 | $413K |
| Vista Investment Management | 0.16% | Add +8.3% | 21,921 | $406K |
| Waverly Advisors, LLC | 0.00% | Add +7.7% | 21,850 | $405K |
| Fourpath Capital Management, LLC | 0.07% | New | 20,989 | $389K |
| American Institute for Advanced Investment Management, LLP | 0.29% | Add +95.7% | 20,845 | $386K |
| Delta Financial Group, Inc. | 0.08% | New | 20,014 | $370K |
| Mercer Global Advisors Inc. | 0.00% | Add +9.4% | 19,810 | $367K |
| Independent Financial Group, LLC | 0.01% | Add +27.6% | 19,783 | $367K |
| Capital Investment Advisors, LLC | 0.01% | No change | 19,619 | $364K |
| Whitener Capital Management, Inc. | 0.10% | Add +0.9% | 19,049 | $353K |
| Western Wealth Management, LLC | 0.02% | No change | 18,900 | $350K |
| Meridian Financial Partners LLC | 0.18% | Reduce -0.4% | 18,915 | $350K |
| Goodman Financial Corp | 0.07% | New | 18,569 | $344K |
| Everpar Advisors LLC | 0.17% | Add +21.6% | 17,422 | $323K |
| LaSalle St. Investment Advisors, LLC | 0.08% | New | 17,329 | $321K |
| Larson Financial Group LLC | 0.01% | Add +32.0% | 17,048 | $316K |
| Pinnacle Financial Group, LLC / IL | 0.11% | New | 16,722 | $310K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 16,573 | $307K |
| Ancora Advisors LLC | 0.01% | Add +49.9% | 16,364 | $303K |
| Cibc World Market Inc. | 0.00% | No change | 16,335 | $303K |
| Brown Financial Advisory | 0.19% | New | 16,196 | $300K |
| Redmond Asset Management, LLC | 0.08% | New | 15,794 | $293K |
| Schwallier Wealth Management LLC | 0.20% | New | 14,952 | $277K |
| Sensible Money, LLC | 0.12% | Add +0.1% | 14,773 | $274K |
| Tassel Capital Management, Inc. | 0.24% | Reduce -0.1% | 14,738 | $273K |
| Koss-Olinger Consulting, LLC | 0.02% | No change | 14,402 | $267K |
| DAVENPORT & Co LLC | 0.00% | Add +0.1% | 14,167 | $263K |
| Code Waechter LLC | 0.21% | No change | 13,998 | $259K |
| World Equity Group, Inc. | 0.07% | Reduce -34.3% | 13,878 | $259K |
| Principal Securities, Inc. | 0.01% | Add +2.5% | 14,043 | $258K |
| Old Port Advisors | 0.08% | New | 13,860 | $257K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -51.7% | 13,771 | $255K |
| Flaharty Asset Management, LLC | 0.04% | No change | 13,600 | $252K |
| Dover Advisors, LLC | 0.11% | Add +4.8% | 13,154 | $244K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 13,022 | $241K |
| Crews Bank & Trust | 0.04% | No change | 12,900 | $239K |
| YANKCOM Partnership | 0.13% | Reduce -0.0% | 12,684 | $235K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.1% | 12,286 | $228K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.08% | New | 12,208 | $226K |
| RVW Wealth, LLC | 0.02% | New | 11,859 | $220K |
| Hengehold Capital Management LLC | 0.02% | New | 11,720 | $217K |
| First Fiduciary Investment Counsel, Inc. | 0.05% | No change | 11,640 | $216K |
| Benjamin Edwards Inc. | 0.00% | No change | 11,520 | $213K |
| Net Worth Advisory Group | 0.07% | New | 11,239 | $208K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 10,957 | $203K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 10,838 | $201K |
| Morris Financial Concepts, Inc. | 0.08% | No change | 10,605 | $197K |
| Towne Trust Company, N.A | 0.06% | Reduce -9.8% | 8,863 | $164K |
| Davis Capital Management | 0.10% | Add +1.8% | 6,649 | $123K |
| Westside Investment Management, Inc. | 0.02% | No change | 6,208 | $115K |
| FAS Wealth Partners, Inc. | 0.01% | Add +1.1% | 5,756 | $107K |
| SMI Advisory Services, LLC | 0.02% | New | 5,649 | $104K |
| United Community Bank | 0.04% | No change | 5,500 | $102K |
| Marquette Asset Management, LLC | 0.01% | No change | 4,240 | $79K |
| Private Trust Co. NA | 0.01% | New | 4,127 | $76K |
| Anchor Investment Management, LLC | 0.01% | New | 3,815 | $71K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,499 | $65K |
| US Bancorp \de | 0.00% | No change | 3,497 | $65K |
| Sarver Vrooman Wealth Advisors | 0.04% | — | 3,394 | $63K |
| Wayfinding Financial, LLC | 0.03% | New | 3,229 | $59K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,924 | $54K |
| Montag A & Associates Inc. | 0.00% | New | 2,861 | $53K |
| Y.D. More Investments Ltd | 0.00% | No change | 2,100 | $39K |
| Harbor Investment Advisory, LLC | 0.00% | New | 1,825 | $34K |
| Hager Investment Management Services, LLC | 0.02% | New | 1,594 | $30K |
| Topsail Wealth Management, LLC | 0.01% | No change | 1,500 | $28K |
| Smithfield Trust Co | 0.00% | No change | 1,209 | $22K |
| Aspect Partners, LLC | 0.01% | No change | 1,056 | $20K |
| IFP Advisors, Inc | 0.00% | Reduce -22.7% | 925 | $17K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -34.4% | 709 | $13K |
| Rossby Financial, LCC | 0.01% | New | 627 | $12K |
| Sound Income Strategies, LLC | 0.00% | New | 602 | $11K |
| Redwood Park Advisors LLC | 0.01% | No change | 549 | $10K |
| GAMMA Investing LLC | 0.00% | No change | 546 | $10K |
| Bessemer Group Inc. | 0.00% | New | 523 | $10K |
| Farther Finance Advisors, LLC | 0.00% | New | 500 | $9K |
| FMR LLC | 0.00% | Reduce -62.5% | 501 | $9K |
| Community Bank, N.A. | 0.00% | No change | 380 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 343 | $6K |
| First PREMIER Bank | 0.00% | No change | 220 | $4K |
| Spire Wealth Management | 0.00% | No change | 212 | $4K |
| AE Wealth Management LLC | 0.00% | New | 201 | $4K |
"% of holder's portfolio" is BSCT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 CB the manager owns.