Invesco Bulletshares 2029 CBBSCTETF
13F holders, Q4 2025 (December 31)324holders +37
36new positions
13sold out
1famous investor
$18.83avg. 13F price*
At the end of Q4 2025, 324 institutions reported holding Invesco Bulletshares 2029 CB (BSCT) in their 13F filings, up 37 from Q3 2025. 36 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($156.1M), Lido Advisors, LLC ($120.1M) and Wells Fargo & Company ($115.9M). One famous investor held it 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $37.8M |
| Exits | 13 | $8.9M |
All 13F filers, Q3 2025 → Q4 2025: 14,756,304 shares bought and 1,461,269 shares sold, net +13,295,035 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 324 holders
| Morgan Stanley | 0.01% | Add +14.3% | 8,288,748 | $156.1M |
| Lido Advisors, LLC | 0.48% | Add +5.0% | 6,386,183 | $120.1M |
| Wells Fargo & Company | 0.02% | Add +17.6% | 6,154,081 | $115.9M |
| Raymond James Financial Inc. | 0.03% | Add +6.8% | 5,001,529 | $94.2M |
| LPL Financial LLC | 0.02% | Add +16.0% | 4,348,671 | $81.9M |
| Aptus Capital Advisors, LLC | 0.59% | Add +5.2% | 3,667,652 | $69.1M |
| Clearstead Advisors, LLC | 0.81% | Add +9.0% | 3,400,609 | $64.1M |
| Invesco Ltd. | 0.01% | Add +8.7% | 2,905,659 | $54.7M |
| Bank of America Corp. | 0.00% | Add +22.0% | 2,642,172 | $49.8M |
| UBS Group AG | 0.01% | Add +19.4% | 2,638,426 | $49.7M |
| Avior Wealth Management, LLC | 1.53% | Reduce -0.2% | 2,615,214 | $49.3M |
| Hills Bank & Trust Co | 2.55% | Add +3.1% | 2,326,988 | $43.8M |
| Manchester Financial Inc. | 7.91% | Add +1.5% | 2,246,389 | $42.3M |
| Royal Bank of Canada | 0.01% | Add +7.6% | 2,155,733 | $40.6M |
| MAI Capital Management | 0.23% | Add +15.7% | 2,067,834 | $38.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.7% | 1,920,628 | $36.2M |
| TLWM | 5.05% | Add +6742.1% | 1,464,068 | $27.6M |
| Stifel Financial Corp. | 0.02% | Add +9.9% | 1,399,075 | $26.4M |
| Moneco Advisors, LLC | 1.94% | Add +5.6% | 1,295,196 | $24.4M |
| RiverFront Investment Group, LLC | 0.40% | Add +8.0% | 1,284,447 | $24.2M |
| Brookstone Capital Management | 0.27% | Reduce -0.7% | 1,235,611 | $23.3M |
| IMA Advisory Services, Inc. | 2.21% | Add +6.3% | 1,221,624 | $23.0M |
| Osaic Holdings, Inc. | 0.03% | Add +5.5% | 1,048,418 | $19.8M |
| Capital Investment Counsel, LLC | 2.67% | Reduce -2.2% | 1,021,027 | $19.2M |
| Clark Asset Management, LLC | 1.96% | Add +19.5% | 1,001,898 | $18.9M |
| Janney Montgomery Scott LLC | 0.04% | Add +2.8% | 949,055 | $17.9M |
| Atlantic Union Bankshares Corp | 0.33% | Add +10.5% | 944,959 | $17.8M |
| Headland Capital, LLC | 4.93% | Add +1.8% | 939,993 | $17.7M |
| Baird Financial Group, Inc. | 0.03% | Add +3.6% | 887,624 | $16.7M |
| Mercer Global Advisors Inc. | 0.03% | Add +3855.9% | 878,491 | $16.5M |
| MML Investors Services, LLC | 0.04% | Add +13.0% | 848,796 | $16.0M |
| Shufro Rose & Co. LLC | 1.07% | Add +47.2% | 832,472 | $15.7M |
| Focus Partners Wealth | 0.02% | Add +17.4% | 762,738 | $14.4M |
| Davis R M Inc. | 0.24% | Add +13.0% | 734,881 | $13.8M |
| NewEdge Advisors, LLC | 0.05% | Reduce -3.4% | 723,538 | $13.6M |
| GPM Growth Investors, Inc. | 5.24% | Add +1.9% | 713,716 | $13.4M |
| Gill Capital Partners, LLC | 3.76% | Add +0.6% | 658,780 | $12.4M |
| Kirr Marbach & Co. LLC | 2.35% | Add +53.2% | 652,689 | $12.3M |
| Goepper Burkhardt LLC | 3.86% | Add +11.4% | 628,242 | $11.8M |
| Asset Dedication, LLC | 0.76% | Add +11.7% | 616,952 | $11.6M |
| Cookson Peirce & Co. Inc. | 0.46% | Add +7.7% | 584,484 | $11.0M |
| Thrivent Financial for Lutherans | 0.02% | New | 560,124 | $10.6M |
| Carrera Capital Advisors | 1.73% | Add +3.1% | 547,487 | $10.3M |
| BCS Wealth Management | 1.04% | Add +118.1% | 546,592 | $10.3M |
| Straight Path Wealth Management | 2.77% | Add +149.3% | 545,748 | $10.3M |
| Cwm, LLC | 0.03% | Reduce -3.3% | 543,164 | $10.2M |
| Motley Fool Wealth Management, LLC | 0.79% | Reduce -12.5% | 541,528 | $10.2M |
| Ameriprise Financial Inc. | 0.00% | Add +43.9% | 541,414 | $10.2M |
| First International Bank of Israel Ltd. | 4.86% | No change | 540,000 | $10.2M |
| Central Valley Advisors, LLC | 3.00% | Add +4.5% | 533,784 | $10.1M |
| Kickstand Ventures, Llc. | 1.98% | Add +3.8% | 499,758 | $9.4M |
| Vaughan David Investments LLC | 0.19% | Add +7.8% | 457,239 | $8.6M |
| AA Financial Advisors, LLC | 1.51% | Reduce -19.8% | 433,582 | $8.2M |
| Jones Financial Companies LLLP | 0.00% | Add +20.8% | 424,917 | $8.0M |
| Sanctuary Advisors, LLC | 0.04% | Add +9.4% | 416,240 | $7.8M |
| Advisors Capital Management, LLC | 0.09% | Add +5.0% | 411,026 | $7.7M |
| HUB Investment Partners, LLC | 0.21% | Add +5.1% | 409,561 | $7.7M |
| Decker Wealth Management LLC | 1.62% | — | 391,457 | $7.4M |
| Cornerstone Planning, LLC | 1.71% | — | 390,874 | $7.4M |
| Marietta Wealth Management, LLC | 0.82% | Add +5.4% | 375,562 | $7.1M |
| Colonial Trust Advisors | 0.53% | Add +18.6% | 374,110 | $7.0M |
| Kathmere Capital Management, LLC | 0.45% | Add +0.1% | 355,700 | $6.7M |
| Cetera Investment Advisers | 0.01% | Reduce -16.2% | 345,532 | $6.5M |
| Sowell Financial Services LLC | 0.23% | Add +141.6% | 335,252 | $6.3M |
| AMJ Financial Wealth Management | 1.49% | Add +1.6% | 328,920 | $6.2M |
| Carmel Capital Partners, LLC | 2.17% | Add +34.8% | 327,451 | $6.2M |
| Ledgewood Wealth Advisors, LLC | 3.44% | Add +40.0% | 317,519 | $6.0M |
| Wilkins Miller Wealth Management, LLC | 3.49% | Add +6.7% | 311,213 | $5.9M |
| Morton Community Bank | 1.26% | Add +5.5% | 309,571 | $5.8M |
| ProVise Management Group, LLC | 0.41% | Add +27.3% | 307,212 | $5.8M |
| SFE Investment Counsel | 0.90% | Add +6.8% | 307,038 | $5.8M |
| Mgo One Seven LLC | 0.12% | Add +13.9% | 299,026 | $5.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +69.6% | 297,887 | $5.6M |
| Addison Advisors LLC | 1.24% | Add +5.8% | 292,826 | $5.5M |
| Parr McKnight Wealth Management Group, LLC | 0.70% | Add +17.5% | 281,486 | $5.3M |
| Howard Wealth Management, LLC | 2.27% | Add +29.4% | 275,437 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -30.8% | 259,905 | $4.9M |
| Farnam Financial LLC | 3.61% | Add +19.0% | 254,999 | $4.8M |
| Carnegie Investment Counsel | 0.09% | Add +5.7% | 251,108 | $4.7M |
| Gladstone Institutional Advisory LLC | 0.18% | Add +5.0% | 249,425 | $4.7M |
| NorthAvenue LLC | 3.79% | — | 242,782 | $4.6M |
| Trilogy Capital Inc. | 0.20% | New | 237,315 | $4.5M |
| Keybank National Association | 0.02% | New | 228,425 | $4.3M |
| Souders Financial Advisors | 0.48% | Add +3.5% | 223,588 | $4.2M |
| Horizons Wealth Management | 2.73% | Add +0.9% | 218,064 | $4.1M |
| Atria Investments, Inc | 0.05% | Add +15.1% | 214,581 | $4.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +24.7% | 212,458 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Add +0.6% | 211,553 | $4.0M |
| Colonial Trust Co / SC | 0.52% | Add +9.4% | 208,241 | $3.9M |
| Equitable Holdings, Inc. | 0.03% | Add +18.4% | 207,094 | $3.9M |
| &partners | 0.02% | Add +131.9% | 204,859 | $3.9M |
| Geneos Wealth Management Inc. | 0.09% | Add +9.3% | 204,576 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +9.4% | 201,260 | $3.8M |
| Carroll Advisory Group, LLC | 1.63% | — | 199,888 | $3.8M |
| Kintra Wealth, LLC | 0.52% | New | 199,702 | $3.8M |
| Novare Capital Management LLC | 0.28% | Add +2.0% | 197,110 | $3.7M |
| Captrust Financial Advisors | 0.01% | Add +20.2% | 191,585 | $3.6M |
| Infinity Wealth Counsel, LLC | 3.15% | Add +1.3% | 183,439 | $3.5M |
| Stephens Inc. | 0.04% | Add +13.0% | 182,382 | $3.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +1.3% | 181,561 | $3.4M |
"% of holder's portfolio" is BSCT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 CB the manager owns.