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 |
| Citadel Advisors | 0.00% | New | 143,522 | $2.7M |
| Sowell Financial Services LLC | 0.10% | New | 138,747 | $2.6M |
| Old Port Advisors | 0.61% | Add +58.1% | 129,653 | $2.4M |
| Milestones Private Investment Advisors LLC | 1.64% | Add +7.4% | 127,979 | $2.4M |
| AlphaStar Capital Management, LLC | 0.21% | Add +9.2% | 127,809 | $2.4M |
| Ellevest, Inc. | 0.34% | Add +3.2% | 126,705 | $2.4M |
| Rovin Capital /Ut/ | 0.66% | Reduce -4.5% | 126,376 | $2.4M |
| Oliver Luxxe Assets LLC | 0.37% | Add +6.9% | 124,044 | $2.3M |
| True Vision MN LLC | 1.05% | Add +1.7% | 106,645 | $2.0M |
| Sigma Planning Corp | 0.05% | Add +38.8% | 101,359 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Add +8.8% | 96,964 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +39.3% | 92,272 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +14.0% | 89,558 | $1.7M |
| &partners | 0.01% | Add +2.5% | 88,351 | $1.7M |
| Semitam Bonam LLC | 1.46% | Add +2.4% | 86,802 | $1.6M |
| G2 Capital Management, LLC / Oh | 0.40% | Add +1.2% | 84,484 | $1.6M |
| Laurel Wealth Advisors LLC | 0.22% | Add +95.6% | 83,991 | $1.6M |
| Sawgrass Asset Management LLC | 0.19% | Add +4.3% | 83,399 | $1.6M |
| Fca Corp. | 0.42% | Add +99.5% | 80,192 | $1.5M |
| ArborFi Advisors, LLC | 1.21% | Add +6.5% | 79,264 | $1.5M |
| Heritage Trust Co | 0.15% | Add +20.7% | 76,561 | $1.4M |
| River Wealth Advisors LLC | 0.16% | Add +2.6% | 74,281 | $1.4M |
| Legacy Wealth Management, LLC / MS | 0.42% | Reduce -32.8% | 73,861 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +10.3% | 73,411 | $1.4M |
| Butensky & Cohen Financial Security, Inc. | 0.38% | Add +4.1% | 72,609 | $1.4M |
| CRA Financial Services, LLC | 0.18% | Add +11.2% | 68,823 | $1.3M |
| Blue Barn Wealth, LLC | 0.57% | Add +4.4% | 68,494 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -3.7% | 66,694 | $1.3M |
| Hobbs Group Advisors, LLC | 0.38% | Add +40.9% | 65,137 | $1.2M |
| Everpar Advisors LLC | 0.48% | Add +120.8% | 64,688 | $1.2M |
| Kohmann Bosshard Financial Services, LLC | 0.12% | Add +0.1% | 63,684 | $1.2M |
| Silverlake Wealth Management LLC | 0.29% | Add +0.1% | 62,686 | $1.2M |
| Wingate Wealth Advisors, Inc. | 0.81% | Add +0.8% | 62,360 | $1.2M |
| Fourpath Capital Management, LLC | 0.17% | Add +11.8% | 61,963 | $1.2M |
| Creative Planning | 0.00% | Add +8.1% | 61,634 | $1.2M |
| Apeiron RIA LLC | 0.26% | Reduce -4.2% | 61,164 | $1.2M |
| Unified Investment Management | 1.15% | Add +2.5% | 61,128 | $1.1M |
| Independence Bank of Kentucky | 0.15% | Add +5.8% | 60,582 | $1.1M |
| First Command Advisory Services, Inc. | 0.01% | Add +6.8% | 58,058 | $1.1M |
| Apella Capital, LLC | 0.02% | Add +24.8% | 57,464 | $1.1M |
| Key Financial Inc | 0.20% | Add +9.9% | 56,073 | $1.1M |
| Segment Wealth Management, LLC | 0.06% | No change | 52,850 | $994K |
| Western Financial Corp | 0.41% | Reduce -1.1% | 50,621 | $952K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +135.5% | 48,009 | $903K |
| Cypress Wealth Services, LLC | 0.15% | Add +1.9% | 47,671 | $897K |
| Hanover Advisors Inc. | 0.35% | Add +2.2% | 47,342 | $891K |
| Capital Analysts, LLC | 0.03% | Add +2.3% | 47,098 | $886K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.2% | 44,539 | $838K |
| Redmond Asset Management, LLC | 0.20% | Add +125.6% | 44,368 | $835K |
| Harbour Investments, Inc. | 0.02% | Add +0.9% | 42,670 | $803K |
| Comerica Bank | 0.00% | Add +6.1% | 42,067 | $791K |
| Newport Capital Group, LLC | 0.49% | New | 41,800 | $786K |
| Redwood Financial Network Corp | 0.50% | Add +7.2% | 41,766 | $786K |
| Global Wealth Strategies & Associates | 0.20% | New | 41,163 | $774K |
| Sax Wealth Advisors, LLC | 0.04% | Add +9.5% | 39,611 | $745K |
| 4Thought Financial Group Inc. | 0.36% | Reduce -2.5% | 38,263 | $720K |
| Cordatus Wealth Management LLC | 0.17% | Add +37.0% | 37,591 | $707K |
| Vantage Point Financial LLC | 0.27% | Reduce -11.6% | 36,412 | $685K |
| Kingsview Wealth Management, LLC | 0.01% | Add +7.2% | 35,629 | $670K |
| Coordinated Financial Services, Inc. | 0.42% | Add +9.3% | 34,190 | $643K |
| Brown Advisory Inc. | 0.00% | Add +110.5% | 34,140 | $642K |
| Susquehanna International Group, LLP | 0.00% | New | 34,100 | $641K |
| Towne Trust Company, N.A | 0.20% | Add +96.8% | 33,623 | $632K |
| Allen Capital Group, LLC | 0.06% | Add +6.8% | 33,611 | $632K |
| Allworth Financial LP | 0.00% | Add +0.3% | 33,432 | $629K |
| Cerity Partners LLC | 0.00% | New | 32,905 | $619K |
| Montag A & Associates Inc. | 0.03% | Add +643.1% | 32,407 | $610K |
| Vista Investment Management | 0.21% | Add +13.1% | 31,771 | $598K |
| Goodman Financial Corp | 0.12% | Add +50.8% | 31,634 | $595K |
| HB Wealth Management, LLC | 0.00% | Reduce -6.8% | 31,591 | $594K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -2.8% | 30,909 | $581K |
| Insight Wealth Partners, LLC | 0.24% | Add +4.7% | 29,426 | $554K |
| Accurate Wealth Management, LLC | 0.07% | Add +2.2% | 28,851 | $546K |
| Quartz Partners, LLC | 0.20% | Add +0.1% | 28,921 | $544K |
| Oder Investment Management, LLC | 0.38% | Add +25.6% | 28,325 | $533K |
| Kessler Investment Group, LLC | 0.23% | Reduce -0.4% | 27,881 | $524K |
| RPg Family Wealth Advisory, LLC | 0.11% | No change | 27,500 | $517K |
| Roundview Capital LLC | 0.03% | No change | 25,349 | $477K |
| Waverly Advisors, LLC | 0.00% | Add +11.8% | 25,260 | $475K |
| American Institute for Advanced Investment Management, LLP | 0.31% | Add +19.9% | 24,990 | $470K |
| Whitener Capital Management, Inc. | 0.11% | Add +24.8% | 24,910 | $469K |
| Pacific Wealth Strategies Group, Inc. | 0.29% | Add +31.9% | 24,878 | $468K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +5.1% | 24,603 | $463K |
| First Horizon Corp. | 0.02% | — | 23,473 | $442K |
| Brown Financial Advisory | 0.22% | No change | 22,730 | $428K |
| Mercer Global Advisors Inc. | 0.00% | Add +14.9% | 22,207 | $418K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +2.3% | 22,115 | $416K |
| Principal Securities, Inc. | 0.01% | Add +15.2% | 22,114 | $416K |
| World Equity Group, Inc. | 0.09% | No change | 21,648 | $407K |
| TLWM | 0.07% | No change | 21,398 | $402K |
| Western Wealth Management, LLC | 0.02% | Add +11.9% | 21,155 | $398K |
| Mariner, LLC | 0.00% | Reduce -14.6% | 20,799 | $391K |
| Pinnacle Financial Group, LLC / IL | 0.12% | Add +23.4% | 20,680 | $389K |
| Sterling Financial Group, Inc. | 0.12% | New | 20,471 | $385K |
| Independent Financial Group, LLC | 0.01% | Reduce -5.9% | 19,641 | $369K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +52.6% | 19,440 | $366K |
| AQR Capital Management | 0.00% | New | 19,422 | $365K |
| Capital Investment Advisors, LLC | 0.01% | Add +1.4% | 19,074 | $359K |
| Meridian Financial Partners LLC | 0.15% | No change | 18,915 | $356K |
| Summit Financial, LLC | 0.01% | New | 18,006 | $339K |
| Legacy Private Trust Co. | 0.02% | New | 17,753 | $334K |
| First Fiduciary Investment Counsel, Inc. | 0.06% | No change | 17,550 | $330K |
| LaSalle St. Investment Advisors, LLC | 0.06% | No change | 17,329 | $325K |
| Pinnacle Bancorp, Inc. | 0.09% | No change | 16,628 | $313K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 16,573 | $312K |
| Wealth Quarterback LLC | 0.12% | New | 16,044 | $302K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 16,022 | $301K |
| Axis Wealth Partners, LLC | 0.17% | New | 15,747 | $296K |
| Ancora Advisors LLC | 0.01% | Reduce -4.2% | 15,684 | $295K |
| SJS Investment Consulting Inc. | 0.04% | Add +347.4% | 15,654 | $294K |
| Larson Financial Group LLC | 0.01% | Add +1.1% | 15,635 | $294K |
| Hengehold Capital Management LLC | 0.03% | Add +3.6% | 15,586 | $293K |
| Anchor Investment Management, LLC | 0.02% | Add +107.3% | 15,575 | $293K |
| YANKCOM Partnership | 0.13% | Add +3.6% | 15,313 | $288K |
| Tassel Capital Management, Inc. | 0.18% | Add +2.1% | 15,220 | $286K |
| Net Worth Advisory Group | 0.08% | Reduce -7.2% | 15,202 | $286K |
| Sensible Money, LLC | 0.10% | Add +2.3% | 15,126 | $285K |
| Farther Finance Advisors, LLC | 0.00% | Add +43.6% | 14,985 | $282K |
| Crews Bank & Trust | 0.04% | No change | 14,400 | $271K |
| DAVENPORT & Co LLC | 0.00% | No change | 14,143 | $266K |
| Strategic Family Wealth Counselors, L.L.C. | 0.07% | New | 13,833 | $260K |
| Flaharty Asset Management, LLC | 0.03% | No change | 13,600 | $256K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +9.3% | 13,591 | $256K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 12,933 | $243K |
| United Capital Financial Advisors, LLC | 0.00% | Add +18.5% | 12,890 | $242K |
| Sound Stewardship, LLC | 0.12% | New | 12,879 | $242K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.07% | Add +2.6% | 12,528 | $236K |
| Arkadios Wealth Advisors | 0.01% | Reduce -64.0% | 12,512 | $235K |
| Compound Planning, Inc. | 0.01% | Add +6.9% | 12,278 | $231K |
| Certified Advisory Corp | 0.02% | No change | 12,172 | $229K |
| ORG Partners LLC | 0.04% | New | 11,943 | $225K |
| Dover Advisors, LLC | 0.09% | No change | 11,929 | $224K |
| Bill Few Associates, Inc. | 0.06% | No change | 11,600 | $218K |
| Benjamin Edwards Inc. | 0.00% | No change | 11,507 | $216K |
| RVW Wealth, LLC | 0.02% | Reduce -6.7% | 11,096 | $209K |
| Darden Wealth Group Inc | 0.11% | No change | 11,000 | $207K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +0.1% | 10,862 | $204K |
| Members Wealth LLC | 0.13% | — | 10,801 | $204K |
| Commonwealth Financial Services, LLC | 0.03% | New | 10,640 | $200K |
| Morris Financial Concepts, Inc. | 0.07% | No change | 10,605 | $199K |
| Cambridge Financial Group, LLC | 0.06% | New | 10,319 | $194K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,310 | $194K |
| CreativeOne Wealth, LLC | 0.00% | New | 10,161 | $191K |
| Strathmore Capital Advisors, Inc. | 0.08% | Add +1.5% | 10,150 | $191K |
| Mindset Wealth Management, LLC | 0.05% | No change | 10,070 | $189K |
| Private Trust Co. NA | 0.02% | Add +127.9% | 9,407 | $177K |
| Advisory Services Network, LLC | 0.00% | New | 7,844 | $148K |
| Eastern Bank | 0.00% | Reduce -58.1% | 7,149 | $134K |
| Westside Investment Management, Inc. | 0.02% | No change | 6,208 | $117K |
| Davis Capital Management | 0.08% | — | 6,051 | $114K |
| FAS Wealth Partners, Inc. | 0.01% | Add +1.2% | 5,893 | $111K |
| United Community Bank | 0.03% | No change | 5,500 | $103K |
| Marquette Asset Management, LLC | 0.01% | No change | 4,240 | $80K |
| Optimum Investment Advisors | 0.03% | Add +24.2% | 4,100 | $77K |
| Sarver Vrooman Wealth Advisors | 0.04% | No change | 3,394 | $64K |
| JPL Wealth Management, LLC | 0.01% | New | 3,355 | $63K |
| US Bancorp \de | 0.00% | Reduce -51.8% | 3,354 | $63K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,924 | $55K |
| Old Second National Bank of Aurora | 0.01% | New | 2,658 | $50K |
| IFP Advisors, Inc | 0.00% | Add +0.5% | 2,563 | $48K |
| CX Institutional | 0.00% | New | 2,382 | $45K |
| Y.D. More Investments Ltd | 0.00% | No change | 2,100 | $40K |
| FMR LLC | 0.00% | Add +270.6% | 2,079 | $39K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.9% | 1,990 | $37K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,825 | $34K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,632 | $31K |
| Topsail Wealth Management, LLC | 0.00% | No change | 1,500 | $28K |
| Smithfield Trust Co | 0.00% | Add +1.5% | 1,150 | $21K |
| True Wealth Design, LLC | 0.01% | New | 1,103 | $21K |
| Aspect Partners, LLC | 0.01% | No change | 1,056 | $20K |
| GAMMA Investing LLC | 0.00% | Reduce -4.7% | 957 | $18K |
| Fifth Third Bancorp | 0.00% | New | 824 | $15K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -14.1% | 731 | $14K |
| AE Wealth Management LLC | 0.00% | New | 724 | $14K |
| Lanark Financial, Inc. | 0.00% | Add +3.6% | 722 | $14K |
| Global Retirement Partners, LLC | 0.00% | No change | 668 | $13K |
| Rossby Financial, LCC | 0.00% | No change | 627 | $12K |
| 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% | Add +1.2% | 337 | $6K |
| First PREMIER Bank | 0.00% | No change | 220 | $4K |
| Spire Wealth Management | 0.00% | No change | 183 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 157 | $3K |
| Evolution Wealth Management Inc. | 0.00% | New | 94 | $2K |
| SouthState Bank Corp | 0.00% | No change | 62 | $1K |
| Golden State Wealth Management, LLC | 0.00% | New | 58 | $1K |
| Aventura Private Wealth, LLC | 0.00% | No change | 45 | $846 |
"% of holder's portfolio" is BSCT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 CB the manager owns.