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 |
| Rovin Capital /Ut/ | 0.75% | Reduce -4.1% | 132,407 | $2.5M |
| Ironwood Financial, llc | 0.52% | No change | 131,354 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -72.5% | 127,190 | $2.4M |
| Ellevest, Inc. | 0.37% | Add +1.7% | 122,770 | $2.3M |
| Milestones Private Investment Advisors LLC | 1.65% | — | 119,190 | $2.2M |
| AlphaStar Capital Management, LLC | 0.15% | Add +9.4% | 117,050 | $2.2M |
| Oliver Luxxe Assets LLC | 0.39% | Add +5.2% | 116,012 | $2.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.1% | 114,966 | $2.1M |
| Legacy Wealth Management, LLC / MS | 0.63% | Reduce -23.6% | 109,919 | $2.1M |
| Matthew Goff Investment Advisor, LLC | 0.37% | Reduce -4.2% | 108,267 | $2.0M |
| True Vision MN LLC | 1.08% | Reduce -4.5% | 104,823 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +29.9% | 89,116 | $1.7M |
| &partners | 0.01% | Add +163.9% | 86,222 | $1.6M |
| Semitam Bonam LLC | 1.49% | — | 84,803 | $1.6M |
| G2 Capital Management, LLC / Oh | 0.44% | Add +1.2% | 83,486 | $1.6M |
| Old Port Advisors | 0.42% | Add +491.8% | 82,021 | $1.5M |
| Sawgrass Asset Management LLC | 0.17% | Reduce -5.5% | 79,928 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -29.8% | 78,589 | $1.5M |
| ArborFi Advisors, LLC | 1.23% | Add +1.9% | 74,459 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +9.1% | 73,014 | $1.4M |
| River Wealth Advisors LLC | 0.17% | Add +15.5% | 72,423 | $1.4M |
| Butensky & Cohen Financial Security, Inc. | 0.39% | Add +3.4% | 69,773 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +47.9% | 69,276 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +7.8% | 66,560 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +91.2% | 66,230 | $1.2M |
| Blue Barn Wealth, LLC | 0.58% | Add +13.8% | 65,601 | $1.2M |
| Apeiron RIA LLC | 0.31% | Add +6.0% | 63,814 | $1.2M |
| Kohmann Bosshard Financial Services, LLC | 0.13% | Add +0.1% | 63,610 | $1.2M |
| Heritage Trust Co | 0.14% | Add +33.2% | 63,447 | $1.2M |
| Silverlake Wealth Management LLC | 0.34% | Add +3.0% | 62,635 | $1.2M |
| CRA Financial Services, LLC | 0.18% | Add +3.3% | 61,883 | $1.2M |
| Wingate Wealth Advisors, Inc. | 1.03% | Add +0.8% | 61,842 | $1.2M |
| Unified Investment Management | 1.20% | Add +0.3% | 59,620 | $1.1M |
| Independence Bank of Kentucky | 0.15% | Add +1.7% | 57,260 | $1.1M |
| Creative Planning | 0.00% | Reduce -10.3% | 57,000 | $1.1M |
| Fourpath Capital Management, LLC | 0.16% | Add +164.1% | 55,425 | $1.0M |
| First Command Advisory Services, Inc. | 0.01% | Add +19.3% | 54,346 | $1.0M |
| Freedom Investment Management, Inc. | 0.08% | Reduce -0.8% | 53,301 | $997K |
| Segment Wealth Management, LLC | 0.06% | Reduce -0.5% | 52,850 | $988K |
| Western Financial Corp | 0.51% | Reduce -2.3% | 51,160 | $957K |
| Key Financial Inc | 0.19% | Add +10.3% | 51,013 | $954K |
| HighTower Advisors, LLC | 0.00% | Add +7.4% | 47,464 | $888K |
| Cypress Wealth Services, LLC | 0.16% | Reduce -1.6% | 46,763 | $874K |
| Hanover Advisors Inc. | 0.35% | Add +6.8% | 46,305 | $866K |
| Hobbs Group Advisors, LLC | 0.30% | Reduce -15.3% | 46,239 | $865K |
| Capital Analysts, LLC | 0.03% | Add +2.5% | 46,029 | $861K |
| Apella Capital, LLC | 0.02% | Reduce -1.4% | 46,038 | $858K |
| Exchange Capital Management, Inc. | 0.13% | Reduce -0.4% | 44,830 | $838K |
| Laurel Wealth Advisors LLC | 0.12% | Add +1.6% | 42,947 | $803K |
| EP Wealth Advisors, LLC | 0.01% | No change | 42,754 | $800K |
| Harbour Investments, Inc. | 0.02% | Add +1.5% | 42,292 | $791K |
| Vantage Point Financial LLC | 0.34% | Add +1.5% | 41,207 | $771K |
| Fca Corp. | 0.23% | New | 40,198 | $752K |
| CW Advisors, LLC | 0.01% | Add +0.3% | 40,186 | $752K |
| Comerica Bank | 0.00% | Reduce -20.5% | 39,660 | $742K |
| 4Thought Financial Group Inc. | 0.39% | Add +2.6% | 39,228 | $734K |
| Redwood Financial Network Corp | 0.49% | Add +8.7% | 38,962 | $729K |
| Tyler-Stone Wealth Management | 0.11% | No change | 37,000 | $692K |
| Sax Wealth Advisors, LLC | 0.04% | Add +41.6% | 36,162 | $676K |
| Arkadios Wealth Advisors | 0.02% | Reduce -1.3% | 34,773 | $650K |
| HB Wealth Management, LLC | 0.01% | Add +2.4% | 33,910 | $634K |
| Allworth Financial LP | 0.00% | No change | 33,332 | $623K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.9% | 33,245 | $622K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.4% | 31,805 | $595K |
| Allen Capital Group, LLC | 0.06% | Add +7.9% | 31,456 | $588K |
| Coordinated Financial Services, Inc. | 0.41% | — | 31,279 | $585K |
| Everpar Advisors LLC | 0.25% | Add +68.2% | 29,295 | $548K |
| Quartz Partners, LLC | 0.25% | Reduce -5.4% | 28,878 | $540K |
| Accurate Wealth Management, LLC | 0.08% | New | 28,234 | $527K |
| Insight Wealth Partners, LLC | 0.29% | Add +8.4% | 28,100 | $525K |
| Vista Investment Management | 0.19% | Add +28.1% | 28,086 | $525K |
| Kessler Investment Group, LLC | 0.21% | Add +17.2% | 27,992 | $523K |
| RPg Family Wealth Advisory, LLC | 0.14% | No change | 27,500 | $514K |
| Cordatus Wealth Management LLC | 0.13% | Add +14.8% | 27,449 | $513K |
| Roundview Capital LLC | 0.03% | No change | 25,349 | $474K |
| Mariner, LLC | 0.00% | Add +6.2% | 24,364 | $456K |
| Summit Investment Advisors, Inc. | 0.37% | Add +5.0% | 23,980 | $450K |
| First Horizon Advisors, Inc. | 0.01% | Add +0.8% | 23,973 | $448K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.8% | 23,401 | $438K |
| Brown Financial Advisory | 0.23% | Add +40.3% | 22,730 | $425K |
| Waverly Advisors, LLC | 0.00% | Add +3.4% | 22,584 | $422K |
| Oder Investment Management, LLC | 0.32% | Add +1.2% | 22,549 | $422K |
| World Equity Group, Inc. | 0.11% | Add +56.0% | 21,648 | $405K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -3.1% | 21,629 | $404K |
| TLWM | 0.08% | Reduce -21.2% | 21,398 | $400K |
| Goodman Financial Corp | 0.08% | Add +13.0% | 20,984 | $392K |
| Independent Financial Group, LLC | 0.01% | Add +5.5% | 20,868 | $390K |
| American Institute for Advanced Investment Management, LLP | 0.28% | No change | 20,845 | $390K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +56.5% | 20,386 | $381K |
| Whitener Capital Management, Inc. | 0.10% | Add +4.8% | 19,958 | $373K |
| Redmond Asset Management, LLC | 0.09% | Add +24.5% | 19,664 | $368K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.4% | 19,328 | $361K |
| Principal Securities, Inc. | 0.01% | Add +36.7% | 19,196 | $359K |
| Meridian Financial Partners LLC | 0.17% | No change | 18,915 | $354K |
| Western Wealth Management, LLC | 0.02% | No change | 18,900 | $353K |
| Pacific Wealth Strategies Group, Inc. | 0.23% | New | 18,863 | $352K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -4.2% | 18,804 | $352K |
| First Fiduciary Investment Counsel, Inc. | 0.07% | Add +50.8% | 17,550 | $328K |
| LaSalle St. Investment Advisors, LLC | 0.09% | No change | 17,329 | $324K |
| Towne Trust Company, N.A | 0.11% | Add +92.8% | 17,088 | $320K |
| Eastern Bank | 0.01% | Reduce -81.1% | 17,049 | $319K |
| Pinnacle Financial Group, LLC / IL | 0.10% | Add +0.2% | 16,758 | $313K |
| Pinnacle Bancorp, Inc. | 0.10% | Add +51.8% | 16,628 | $311K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 16,573 | $310K |
| Net Worth Advisory Group | 0.07% | Add +45.8% | 16,387 | $306K |
| Ancora Advisors LLC | 0.01% | No change | 16,364 | $306K |
| Brown Advisory Inc. | 0.00% | New | 16,220 | $303K |
| Larson Financial Group LLC | 0.01% | Reduce -9.3% | 15,471 | $289K |
| Hengehold Capital Management LLC | 0.03% | Add +28.3% | 15,039 | $281K |
| Tassel Capital Management, Inc. | 0.21% | Add +1.2% | 14,912 | $279K |
| Sensible Money, LLC | 0.10% | Add +0.1% | 14,786 | $277K |
| YANKCOM Partnership | 0.14% | Add +16.6% | 14,784 | $276K |
| Crews Bank & Trust | 0.04% | Add +11.6% | 14,400 | $269K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.2% | 14,143 | $264K |
| Flaharty Asset Management, LLC | 0.03% | No change | 13,600 | $254K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.5% | 12,742 | $238K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.2% | 12,431 | $232K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.07% | No change | 12,208 | $228K |
| Certified Advisory Corp | 0.02% | New | 12,172 | $228K |
| Dover Advisors, LLC | 0.10% | Reduce -9.3% | 11,929 | $223K |
| RVW Wealth, LLC | 0.02% | Add +0.3% | 11,896 | $222K |
| Bill Few Associates, Inc. | 0.06% | New | 11,600 | $217K |
| Benjamin Edwards Inc. | 0.00% | Reduce -0.1% | 11,507 | $215K |
| Compound Planning, Inc. | 0.01% | New | 11,486 | $215K |
| HRT Financial LP | 0.00% | Reduce -73.5% | 11,259 | $210K |
| Darden Wealth Group Inc | 0.12% | New | 11,000 | $206K |
| United Capital Financial Advisors, LLC | 0.00% | New | 10,875 | $203K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +0.1% | 10,850 | $203K |
| Morris Financial Concepts, Inc. | 0.08% | No change | 10,605 | $198K |
| Farther Finance Advisors, LLC | 0.00% | Add +1986.8% | 10,434 | $195K |
| Nikulski Financial, Inc. | 0.05% | New | 10,355 | $194K |
| Mindset Wealth Management, LLC | 0.06% | New | 10,070 | $188K |
| Strathmore Capital Advisors, Inc. | 0.08% | — | 10,000 | $187K |
| GeoWealth Management, LLC | 0.01% | New | 9,325 | $174K |
| Anchor Investment Management, LLC | 0.01% | Add +97.0% | 7,515 | $141K |
| US Bancorp \de | 0.00% | Add +99.1% | 6,963 | $130K |
| Westside Investment Management, Inc. | 0.02% | No change | 6,208 | $116K |
| FAS Wealth Partners, Inc. | 0.01% | Add +1.2% | 5,824 | $109K |
| United Community Bank | 0.04% | No change | 5,500 | $103K |
| Montag A & Associates Inc. | 0.00% | Add +52.4% | 4,361 | $82K |
| Marquette Asset Management, LLC | 0.01% | No change | 4,240 | $79K |
| Private Trust Co. NA | 0.01% | No change | 4,127 | $77K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,499 | $65K |
| Sarver Vrooman Wealth Advisors | 0.04% | No change | 3,394 | $63K |
| Optimum Investment Advisors | 0.03% | New | 3,300 | $62K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,924 | $55K |
| Berkshire Money Management, Inc. | 0.01% | New | 2,726 | $51K |
| IFP Advisors, Inc | 0.00% | Add +175.7% | 2,550 | $48K |
| BankPlus Trust Department | 0.01% | New | 2,550 | $48K |
| Y.D. More Investments Ltd | 0.00% | No change | 2,100 | $39K |
| Angeles Wealth Management, LLC | 0.00% | New | 2,087 | $39K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,952 | $37K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,825 | $34K |
| Topsail Wealth Management, LLC | 0.01% | No change | 1,500 | $28K |
| Smithfield Trust Co | 0.00% | Reduce -6.3% | 1,133 | $21K |
| Aspect Partners, LLC | 0.01% | No change | 1,056 | $20K |
| GAMMA Investing LLC | 0.00% | Add +83.9% | 1,004 | $19K |
| Ameritas Advisory Services, LLC | 0.00% | New | 851 | $16K |
| Lanark Financial, Inc. | 0.00% | New | 697 | $13K |
| Global Retirement Partners, LLC | 0.00% | — | 668 | $12K |
| Rossby Financial, LCC | 0.00% | No change | 627 | $12K |
| FMR LLC | 0.00% | Add +12.0% | 561 | $10K |
| Community Bank, N.A. | 0.00% | No change | 380 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 343 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -53.0% | 333 | $6K |
| First PREMIER Bank | 0.00% | No change | 220 | $4K |
| Spire Wealth Management | 0.00% | Reduce -13.7% | 183 | $3K |
| Sound Income Strategies, LLC | 0.00% | Reduce -73.9% | 157 | $3K |
| SouthState Bank Corp | 0.00% | New | 62 | $1K |
| Aventura Private Wealth, LLC | 0.00% | New | 45 | $842 |
"% of holder's portfolio" is BSCT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 CB the manager owns.