Invesco Bulletshares 2029 CBBSCTETF
13F holders, Q3 2025 (September 30)287holders +17
31new positions
10sold out
2famous investors
$18.81avg. 13F price*
At the end of Q3 2025, 287 institutions reported holding Invesco Bulletshares 2029 CB (BSCT) in their 13F filings, up 17 from Q2 2025. 31 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($136.4M), Lido Advisors, LLC ($114.4M) and Wells Fargo & Company ($98.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco Bulletshares 2029 CB
- CUSIP
- 46138J577
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $12.6M |
| Exits | 10 | $15.8M |
All 13F filers, Q2 2025 → Q3 2025: 8,205,881 shares bought and 1,530,419 shares sold, net +6,675,462 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 287 holders
| Morgan Stanley | 0.01% | Add +11.3% | 7,252,635 | $136.4M |
| Lido Advisors, LLC | 0.47% | Add +0.9% | 6,084,063 | $114.4M |
| Wells Fargo & Company | 0.02% | Add +43.5% | 5,233,267 | $98.4M |
| Raymond James Financial Inc. | 0.03% | Add +6.4% | 4,684,687 | $88.1M |
| LPL Financial LLC | 0.02% | Add +10.3% | 3,748,586 | $70.5M |
| Aptus Capital Advisors, LLC | 0.60% | Add +8.0% | 3,487,529 | $65.6M |
| Clearstead Advisors, LLC | 0.86% | Add +4.7% | 3,120,702 | $58.7M |
| Invesco Ltd. | 0.01% | Add +5.4% | 2,672,101 | $50.3M |
| Avior Wealth Management, LLC | 1.59% | Add +1.1% | 2,620,949 | $49.3M |
| Hills Bank & Trust Co | 2.50% | Add +5.3% | 2,256,782 | $42.5M |
| Manchester Financial Inc. | 8.33% | Reduce -3.5% | 2,213,996 | $41.6M |
| UBS Group AG | 0.01% | Add +13.5% | 2,210,521 | $41.6M |
| Bank of America Corp. | 0.00% | Add +7.6% | 2,165,350 | $40.7M |
| Royal Bank of Canada | 0.01% | Add +10.0% | 2,003,651 | $37.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.5% | 1,816,851 | $34.2M |
| MAI Capital Management | 0.21% | Add +6.9% | 1,786,790 | $33.6M |
| Stifel Financial Corp. | 0.02% | Add +2.3% | 1,272,721 | $23.9M |
| Brookstone Capital Management | 0.28% | Add +0.0% | 1,244,789 | $23.4M |
| Moneco Advisors, LLC | 1.93% | Add +12.3% | 1,226,776 | $23.1M |
| RiverFront Investment Group, LLC | 0.39% | Add +5.5% | 1,189,599 | $22.4M |
| IMA Advisory Services, Inc. | 2.18% | Add +2.0% | 1,149,065 | $21.6M |
| Capital Investment Counsel, LLC | 2.89% | Reduce -3.0% | 1,043,662 | $19.6M |
| Osaic Holdings, Inc. | 0.03% | Add +4.9% | 993,879 | $18.7M |
| Janney Montgomery Scott LLC | 0.04% | Add +3.2% | 923,569 | $17.4M |
| Headland Capital, LLC | 4.87% | Add +3.1% | 923,008 | $17.4M |
| Baird Financial Group, Inc. | 0.03% | Add +6.5% | 857,108 | $16.1M |
| Atlantic Union Bankshares Corp | 0.30% | Reduce -20.2% | 855,127 | $16.1M |
| Clark Asset Management, LLC | 1.83% | Add +23.5% | 838,335 | $15.8M |
| MML Investors Services, LLC | 0.04% | Add +10.7% | 751,377 | $14.1M |
| NewEdge Advisors, LLC | 0.06% | Add +18.6% | 748,755 | $14.1M |
| GPM Growth Investors, Inc. | 5.07% | Add +29.1% | 700,361 | $13.2M |
| Gill Capital Partners, LLC | 3.76% | Reduce -4.8% | 655,047 | $12.3M |
| Davis R M Inc. | 0.21% | Add +8.5% | 650,087 | $12.2M |
| Focus Partners Wealth | 0.02% | Add +7.1% | 649,796 | $12.2M |
| Motley Fool Wealth Management, LLC | 0.79% | Reduce -3.3% | 619,031 | $11.6M |
| Goepper Burkhardt LLC | 3.61% | Add +9.7% | 563,722 | $10.6M |
| Cwm, LLC | 0.03% | Reduce -2.1% | 561,842 | $10.6M |
| Shufro Rose & Co. LLC | 0.86% | Reduce -1.1% | 565,674 | $10.5M |
| Asset Dedication, LLC | 0.70% | Add +7.5% | 552,493 | $10.4M |
| Cookson Peirce & Co. Inc. | 0.42% | Add +1.3% | 542,701 | $10.2M |
| AA Financial Advisors, LLC | 2.00% | Add +10.2% | 540,452 | $10.2M |
| First International Bank of Israel Ltd. | 5.77% | No change | 540,000 | $10.2M |
| Carrera Capital Advisors | 1.79% | Add +13.8% | 531,195 | $10.0M |
| Central Valley Advisors, LLC | 2.97% | Add +1.0% | 510,582 | $9.6M |
| Kickstand Ventures, Llc. | 1.99% | Add +29.3% | 481,708 | $9.1M |
| Vishria Bird Financial Group, LLC | 1.64% | Reduce -0.9% | 443,196 | $8.3M |
| Kirr Marbach & Co. LLC | 1.45% | Add +11.3% | 425,984 | $8.0M |
| Vaughan David Investments LLC | 0.17% | Add +4.0% | 424,185 | $8.0M |
| Cetera Investment Advisers | 0.01% | Add +31.3% | 412,448 | $7.8M |
| Advisors Capital Management, LLC | 0.09% | Add +3.9% | 391,320 | $7.4M |
| HUB Investment Partners, LLC | 0.27% | Add +3.0% | 389,826 | $7.3M |
| Sanctuary Advisors, LLC | 0.04% | Add +14.1% | 380,370 | $7.2M |
| Ameriprise Financial Inc. | 0.00% | Add +6.7% | 376,265 | $7.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.4% | 375,462 | $7.1M |
| Marietta Wealth Management, LLC | 0.82% | Add +4.3% | 356,276 | $6.7M |
| Kathmere Capital Management, LLC | 0.47% | Add +4.2% | 355,295 | $6.7M |
| Jones Financial Companies LLLP | 0.00% | Add +24.1% | 351,900 | $6.6M |
| AMJ Financial Wealth Management | 1.48% | Add +2.9% | 323,784 | $6.1M |
| Colonial Trust Advisors | 0.46% | Add +19.0% | 315,523 | $5.9M |
| Morton Community Bank | 1.28% | Add +3.2% | 293,525 | $5.5M |
| SFE Investment Counsel | 0.86% | Add +8.4% | 287,562 | $5.4M |
| Wilkins Miller Wealth Management, LLC | 3.35% | Add +4.2% | 291,740 | $5.4M |
| Addison Advisors LLC | 1.21% | Add +9.9% | 276,710 | $5.2M |
| VestGen Advisors, LLC | 0.17% | Add +4.3% | 273,225 | $5.1M |
| Mgo One Seven LLC | 0.11% | Add +90.5% | 262,410 | $4.9M |
| BCS Wealth Management | 1.06% | Reduce -5.5% | 250,664 | $4.7M |
| Carmel Capital Partners, LLC | 1.93% | Reduce -23.3% | 242,961 | $4.6M |
| ProVise Management Group, LLC | 0.33% | Add +13.2% | 241,429 | $4.5M |
| Parr McKnight Wealth Management Group, LLC | 0.59% | Add +10.7% | 239,475 | $4.5M |
| Gladstone Institutional Advisory LLC | 0.17% | Add +2.7% | 237,623 | $4.5M |
| Carnegie Investment Counsel | 0.08% | Add +0.6% | 237,580 | $4.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.0% | 228,120 | $4.3M |
| Ledgewood Wealth Advisors, LLC | 2.52% | Add +6.5% | 226,807 | $4.3M |
| Straight Path Wealth Management | 1.15% | Add +32.5% | 218,930 | $4.1M |
| Horizons Wealth Management | 2.79% | Add +2.1% | 216,026 | $4.1M |
| Souders Financial Advisors | 0.48% | Add +6.0% | 215,951 | $4.1M |
| Farnam Financial LLC | 3.13% | Add +13.2% | 214,288 | $4.0M |
| Howard Wealth Management, LLC | 1.84% | Add +5.1% | 212,827 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.3% | 210,268 | $4.0M |
| Red Spruce Capital, LLC | 1.53% | Add +6.0% | 199,215 | $3.7M |
| Novare Capital Management LLC | 0.28% | Add +4.2% | 193,281 | $3.6M |
| Colonial Trust Co / SC | 0.48% | Add +25.0% | 190,270 | $3.6M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -17.8% | 187,148 | $3.5M |
| S.E.E.D. Planning Group LLC | 1.03% | Add +3.0% | 187,116 | $3.5M |
| Atria Investments, Inc | 0.04% | Add +5.3% | 186,434 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.6% | 184,030 | $3.5M |
| Infinity Wealth Counsel, LLC | 3.31% | Reduce -2.6% | 181,054 | $3.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +0.9% | 179,312 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +26.5% | 175,606 | $3.3M |
| Equitable Holdings, Inc. | 0.02% | Add +16.9% | 174,916 | $3.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.3% | 170,405 | $3.2M |
| Jane Street Group, LLC | 0.00% | Add +27.1% | 161,641 | $3.0M |
| Stephens Inc. | 0.04% | Add +12.2% | 161,399 | $3.0M |
| Captrust Financial Advisors | 0.01% | Add +10.5% | 159,350 | $3.0M |
| Guardian Wealth Advisors, LLC / NC | 0.20% | Add +3.4% | 159,244 | $3.0M |
| Prospera Financial Services Inc | 0.05% | Add +8.5% | 153,183 | $2.9M |
| Evexia Wealth LLC | 0.85% | Add +5.1% | 151,118 | $2.9M |
| Aspen Investment Management Inc | 1.09% | Add +1.0% | 150,655 | $2.8M |
| Opulen Financial Group LLC | 2.14% | Add +12.1% | 150,199 | $2.8M |
| Ironwood Financial, llc | 0.48% | Add +10.3% | 144,815 | $2.7M |
"% of holder's portfolio" is BSCT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 CB the manager owns.