Invesco Bulletshares 2029 CBBSCTETF
13F holders, Q2 2025 (June 30)270holders +13
25new positions
14sold out
$18.70avg. 13F price*
At the end of Q2 2025, 270 institutions reported holding Invesco Bulletshares 2029 CB (BSCT) in their 13F filings, up 13 from Q1 2025. 25 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($121.9M), Lido Advisors, LLC ($112.8M) and Raymond James Financial Inc. ($82.3M).
- Company
- Invesco Bulletshares 2029 CB
- CUSIP
- 46138J577
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $67.7M |
| Exits | 14 | $5.6M |
All 13F filers, Q1 2025 → Q2 2025: 9,040,626 shares bought and 1,605,778 shares sold, net +7,434,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 270 holders
| Morgan Stanley | 0.01% | Add +5.6% | 6,516,929 | $121.9M |
| Lido Advisors, LLC | 0.60% | Add +3.5% | 6,031,301 | $112.8M |
| Raymond James Financial Inc. | 0.03% | Add +9.2% | 4,403,485 | $82.3M |
| Wells Fargo & Company | 0.02% | Add +10.4% | 3,646,139 | $68.2M |
| LPL Financial LLC | 0.02% | Reduce -9.4% | 3,398,644 | $63.6M |
| Aptus Capital Advisors, LLC | 0.60% | Add +5.9% | 3,228,386 | $60.4M |
| Clearstead Advisors, LLC | 0.78% | Add +2.3% | 2,979,683 | $55.7M |
| Avior Wealth Management, LLC | 1.67% | Reduce -0.2% | 2,591,993 | $48.5M |
| Invesco Ltd. | 0.01% | Add +18.5% | 2,536,166 | $47.4M |
| Manchester Financial Inc. | 8.98% | New | 2,294,041 | $42.9M |
| Hills Bank & Trust Co | 2.53% | Add +2.8% | 2,143,374 | $40.1M |
| Bank of America Corp. | 0.00% | Add +3.7% | 2,012,754 | $37.6M |
| UBS Group AG | 0.01% | Add +10.0% | 1,948,130 | $36.4M |
| Royal Bank of Canada | 0.01% | Add +11.6% | 1,822,235 | $34.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.5% | 1,721,701 | $32.2M |
| MAI Capital Management | 0.22% | Add +9.6% | 1,671,357 | $31.3M |
| Brookstone Capital Management | 0.31% | Reduce -4.7% | 1,244,446 | $23.3M |
| Stifel Financial Corp. | 0.02% | Add +3.9% | 1,243,788 | $23.3M |
| RiverFront Investment Group, LLC | 0.41% | Add +11.2% | 1,128,016 | $21.1M |
| IMA Advisory Services, Inc. | 2.26% | Add +5.6% | 1,126,366 | $21.1M |
| Moneco Advisors, LLC | 1.90% | Add +15.0% | 1,092,507 | $20.4M |
| Capital Investment Counsel, LLC | 3.12% | Reduce -2.2% | 1,075,510 | $20.1M |
| Atlantic Union Bankshares Corp | 0.46% | Add +8.6% | 1,071,144 | $20.0M |
| Osaic Holdings, Inc. | 0.03% | Add +6.4% | 947,264 | $17.7M |
| Headland Capital, LLC | 5.06% | Add +3.6% | 895,534 | $16.7M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -9.5% | 894,864 | $16.7M |
| Baird Financial Group, Inc. | 0.03% | Add +6.8% | 804,685 | $15.0M |
| Gill Capital Partners, LLC | 4.14% | Add +0.9% | 688,453 | $12.9M |
| MML Investors Services, LLC | 0.04% | Add +12.0% | 679,026 | $12.7M |
| Clark Asset Management, LLC | 1.73% | Add +18.6% | 679,021 | $12.7M |
| Motley Fool Wealth Management, LLC | 0.72% | Reduce -9.7% | 639,859 | $12.0M |
| NewEdge Advisors, LLC | 0.06% | Add +28.9% | 631,184 | $11.8M |
| Focus Partners Wealth | 0.02% | Add +6.3% | 606,794 | $11.3M |
| Davis R M Inc. | 0.21% | Add +18.0% | 598,956 | $11.2M |
| Cwm, LLC | 0.04% | Add +0.6% | 573,769 | $10.7M |
| Shufro Rose & Co. LLC | 0.86% | Reduce -1.4% | 571,796 | $10.6M |
| GPM Growth Investors, Inc. | 4.03% | Add +5.2% | 542,430 | $10.1M |
| First International Bank of Israel Ltd. | 5.95% | — | 540,000 | $10.1M |
| Cookson Peirce & Co. Inc. | 0.44% | Add +0.7% | 535,638 | $10.0M |
| Asset Dedication, LLC | 0.70% | Add +3.7% | 513,953 | $9.6M |
| Goepper Burkhardt LLC | 3.54% | Add +10.8% | 513,924 | $9.6M |
| Thrivent Financial for Lutherans | 0.02% | New | 507,641 | $9.5M |
| Central Valley Advisors, LLC | 3.22% | Add +6.1% | 505,652 | $9.5M |
| AA Financial Advisors, LLC | 1.98% | Add +15.0% | 490,584 | $9.2M |
| Carrera Capital Advisors | 1.76% | New | 466,888 | $8.7M |
| Vishria Bird Financial Group, LLC | 2.78% | Reduce -1.0% | 447,051 | $8.4M |
| Vaughan David Investments LLC | 0.17% | Add +2.5% | 407,698 | $7.6M |
| Kirr Marbach & Co. LLC | 1.41% | Add +12.9% | 382,662 | $7.2M |
| HUB Investment Partners, LLC | 0.25% | Add +0.7% | 378,395 | $7.1M |
| Advisors Capital Management, LLC | 0.10% | Add +0.4% | 376,773 | $7.0M |
| Kickstand Ventures, Llc. | 1.63% | Add +5.1% | 372,654 | $7.0M |
| Ameriprise Financial Inc. | 0.00% | Add +40.2% | 352,780 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.4% | 346,456 | $6.5M |
| Marietta Wealth Management, LLC | 0.83% | Add +2.0% | 341,689 | $6.4M |
| Kathmere Capital Management, LLC | 0.49% | Reduce -6.0% | 340,868 | $6.4M |
| Sanctuary Advisors, LLC | 0.04% | Add +15.0% | 333,255 | $6.2M |
| Carmel Capital Partners, LLC | 2.08% | Add +7.9% | 316,595 | $5.9M |
| AMJ Financial Wealth Management | 1.49% | Reduce -3.7% | 314,822 | $5.9M |
| Cetera Investment Advisers | 0.01% | Add +13.7% | 314,164 | $5.9M |
| Morton Community Bank | 1.32% | Reduce -0.5% | 284,365 | $5.3M |
| Jones Financial Companies LLLP | 0.00% | Add +40.1% | 283,662 | $5.3M |
| Wilkins Miller Wealth Management, LLC | 3.56% | Add +1.9% | 280,049 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Add +200.4% | 268,490 | $5.0M |
| SFE Investment Counsel | 0.87% | Add +26.4% | 265,220 | $5.0M |
| BCS Wealth Management | 1.07% | Add +10.2% | 265,130 | $5.0M |
| Colonial Trust Advisors | 0.41% | Add +8.8% | 265,049 | $5.0M |
| VestGen Advisors, LLC | 0.20% | Add +16.8% | 261,888 | $4.9M |
| Addison Advisors LLC | 1.17% | Add +6.6% | 251,683 | $4.7M |
| Carnegie Investment Counsel | 0.09% | Add +5.2% | 236,260 | $4.4M |
| Gladstone Institutional Advisory LLC | 0.18% | Reduce -0.1% | 231,305 | $4.3M |
| Geneos Wealth Management Inc. | 0.10% | Add +65.7% | 227,701 | $4.3M |
| Parr McKnight Wealth Management Group, LLC | 0.56% | Add +16.9% | 216,348 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Reduce -19.5% | 215,220 | $4.0M |
| ProVise Management Group, LLC | 0.32% | Add +9.1% | 213,244 | $4.0M |
| Ledgewood Wealth Advisors, LLC | 2.51% | Add +0.6% | 212,861 | $4.0M |
| Horizons Wealth Management | 2.86% | Reduce -0.1% | 211,584 | $4.0M |
| Souders Financial Advisors | 0.48% | Add +5.5% | 203,734 | $3.8M |
| Howard Wealth Management, LLC | 1.91% | Add +0.2% | 202,475 | $3.8M |
| Farnam Financial LLC | 3.18% | Add +31.1% | 189,347 | $3.5M |
| Red Spruce Capital, LLC | 1.52% | Reduce -2.3% | 187,893 | $3.5M |
| Infinity Wealth Counsel, LLC | 3.51% | Add +2.2% | 185,804 | $3.5M |
| Novare Capital Management LLC | 0.28% | Add +6.8% | 185,446 | $3.5M |
| S.E.E.D. Planning Group LLC | 1.06% | Add +2.4% | 181,617 | $3.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +3.3% | 177,772 | $3.3M |
| Atria Investments, Inc | 0.04% | Add +3.4% | 177,031 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.3% | 175,986 | $3.3M |
| Straight Path Wealth Management | 1.05% | Add +24.3% | 165,292 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +6.4% | 161,881 | $3.0M |
| Guardian Wealth Advisors, LLC / NC | 0.20% | Reduce -4.6% | 154,078 | $2.9M |
| Colonial Trust Co / SC | 0.41% | Add +20.4% | 152,255 | $2.8M |
| Equitable Holdings, Inc. | 0.02% | Add +4.6% | 149,695 | $2.8M |
| Aspen Investment Management Inc | 1.17% | New | 149,170 | $2.8M |
| Captrust Financial Advisors | 0.01% | Add +19.9% | 144,224 | $2.7M |
| Stephens Inc. | 0.04% | Add +1.2% | 143,793 | $2.7M |
| Evexia Wealth LLC | 0.85% | Add +12.2% | 143,785 | $2.7M |
| Prospera Financial Services Inc | 0.05% | Add +5.1% | 141,132 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +35.8% | 138,810 | $2.6M |
| Mgo One Seven LLC | 0.08% | Add +37.3% | 137,713 | $2.6M |
| Legacy CG, LLC | 0.76% | Reduce -1.7% | 136,870 | $2.6M |
| Opulen Financial Group LLC | 2.06% | Add +3.5% | 133,979 | $2.5M |
"% of holder's portfolio" is BSCT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 CB the manager owns.