Invesco Bulletshares 2029 CBBSCTETF
13F holders, Q1 2026 (March 31)342holders +18
28new positions
9sold out
2famous investors
$18.66avg. 13F price*
At the end of Q1 2026, 342 institutions reported holding Invesco Bulletshares 2029 CB (BSCT) in their 13F filings, up 18 from Q4 2025. 28 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($166.8M), Wells Fargo & Company ($127.8M) and Lido Advisors, LLC ($118.4M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $44.5M |
| Exits | 9 | $13.3M |
All 13F filers, Q4 2025 → Q1 2026: 13,594,722 shares bought and 6,391,555 shares sold, net +7,203,167 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 342 holders
| Morgan Stanley | 0.01% | Add +7.8% | 8,936,736 | $166.8M |
| Wells Fargo & Company | 0.03% | Add +11.3% | 6,849,192 | $127.8M |
| Lido Advisors, LLC | 0.47% | Reduce -0.6% | 6,346,510 | $118.4M |
| LPL Financial LLC | 0.02% | Add +9.3% | 4,751,065 | $88.7M |
| Raymond James Financial Inc. | 0.03% | Reduce -5.7% | 4,717,245 | $88.0M |
| Clearstead Advisors, LLC | 0.62% | Add +6.2% | 3,611,035 | $67.4M |
| Bank of America Corp. | 0.00% | Add +32.0% | 3,487,306 | $65.1M |
| Invesco Ltd. | 0.01% | Add +9.3% | 3,177,261 | $59.3M |
| Avior Wealth Management, LLC | 1.38% | Reduce -0.6% | 2,599,716 | $48.5M |
| UBS Group AG | 0.01% | Reduce -2.5% | 2,572,542 | $48.0M |
| Hills Bank & Trust Co | 2.21% | Add +5.4% | 2,452,536 | $45.8M |
| Royal Bank of Canada | 0.01% | Add +13.4% | 2,445,163 | $45.6M |
| Manchester Financial Inc. | 8.01% | Reduce -0.4% | 2,236,936 | $41.7M |
| MAI Capital Management | 0.24% | Add +7.9% | 2,231,679 | $41.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.8% | 2,127,010 | $39.7M |
| TLWM | 5.26% | Add +6.9% | 1,565,709 | $29.2M |
| Stifel Financial Corp. | 0.03% | Add +11.1% | 1,554,814 | $29.0M |
| Osaic Holdings, Inc. | 0.04% | Add +38.5% | 1,452,359 | $27.1M |
| RiverFront Investment Group, LLC | 0.40% | Add +7.3% | 1,378,357 | $25.7M |
| Moneco Advisors, LLC | 1.92% | Add +2.7% | 1,329,857 | $24.8M |
| Brookstone Capital Management | 0.27% | Add +1.8% | 1,257,219 | $23.5M |
| IMA Advisory Services, Inc. | 2.28% | Add +2.3% | 1,250,151 | $23.3M |
| Clark Asset Management, LLC | 2.18% | Add +24.3% | 1,244,819 | $23.2M |
| Janney Montgomery Scott LLC | 0.05% | Add +22.7% | 1,164,246 | $21.7M |
| Anchor Investment Management, LLC | 1.77% | Add +3204.2% | 1,139,118 | $21.3M |
| Atlantic Union Bankshares Corp | 0.37% | Add +9.9% | 1,038,403 | $19.4M |
| Davis R M Inc. | 0.32% | Add +32.7% | 975,287 | $18.2M |
| Headland Capital, LLC | 5.08% | Add +2.7% | 965,340 | $18.0M |
| Capital Investment Counsel, LLC | 2.46% | Reduce -5.8% | 961,430 | $17.9M |
| Baird Financial Group, Inc. | 0.03% | Add +3.4% | 917,448 | $17.1M |
| Shufro Rose & Co. LLC | 1.08% | Add +2.2% | 850,769 | $15.9M |
| MML Investors Services, LLC | 0.04% | Reduce -1.8% | 833,754 | $15.6M |
| NewEdge Advisors, LLC | 0.05% | Add +8.6% | 785,760 | $14.7M |
| Focus Partners Wealth | 0.02% | Reduce -3.5% | 735,933 | $13.7M |
| GPM Growth Investors, Inc. | 5.62% | Add +0.3% | 715,691 | $13.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +131.9% | 690,938 | $12.9M |
| Kirr Marbach & Co. LLC | 2.31% | Add +4.1% | 679,457 | $12.7M |
| Gill Capital Partners, LLC | 3.57% | Add +1.0% | 665,156 | $12.4M |
| Goepper Burkhardt LLC | 4.14% | Add +5.7% | 663,826 | $12.4M |
| Asset Dedication, LLC | 0.86% | Add +7.0% | 660,260 | $12.3M |
| Carrera Capital Advisors | 1.72% | Add +9.6% | 599,828 | $11.2M |
| Cornerstone Planning, LLC | 2.51% | Add +51.9% | 593,753 | $11.1M |
| Ameriprise Financial Inc. | 0.00% | Add +8.7% | 588,463 | $11.0M |
| Cookson Peirce & Co. Inc. | 0.46% | Add +0.6% | 588,164 | $11.0M |
| Straight Path Wealth Management | 2.92% | Add +7.4% | 586,225 | $10.9M |
| Central Valley Advisors, LLC | 2.94% | Add +8.3% | 578,153 | $10.8M |
| Independent Advisor Alliance | 0.11% | New | 563,065 | $10.5M |
| CVFG LLC | 1.30% | New | 560,692 | $10.5M |
| First International Bank of Israel Ltd. | 2.96% | No change | 540,000 | $10.1M |
| Jones Financial Companies LLLP | 0.00% | Add +24.3% | 527,994 | $9.8M |
| Kickstand Ventures, Llc. | 2.01% | Add +2.3% | 511,072 | $9.5M |
| Vaughan David Investments LLC | 0.19% | Add +5.5% | 482,517 | $9.0M |
| Cwm, LLC | 0.02% | Reduce -12.8% | 473,413 | $8.8M |
| Sanctuary Advisors, LLC | 0.05% | Add +10.6% | 460,358 | $8.6M |
| Cetera Investment Advisers | 0.01% | Add +32.1% | 456,357 | $8.5M |
| HUB Investment Partners, LLC | 0.19% | Add +4.0% | 425,976 | $7.9M |
| Advisors Capital Management, LLC | 0.09% | Add +1.0% | 415,015 | $7.7M |
| Paradiem, LLC | 1.69% | New | 411,874 | $7.7M |
| Colonial Trust Advisors | 0.60% | Add +10.1% | 411,739 | $7.7M |
| Motley Fool Wealth Management, LLC | 0.87% | Reduce -24.2% | 410,629 | $7.7M |
| Sound Stewardship, LLC | 3.50% | Add +258.0% | 409,180 | $7.6M |
| &partners | 0.04% | Add +94.5% | 398,467 | $7.4M |
| Marietta Wealth Management, LLC | 0.88% | Add +5.5% | 396,381 | $7.4M |
| Decker Wealth Management LLC | 1.68% | Add +1.0% | 395,504 | $7.4M |
| ProVise Management Group, LLC | 0.50% | Add +20.9% | 371,318 | $6.9M |
| Ledgewood Wealth Advisors, LLC | 3.85% | Add +15.4% | 366,508 | $6.8M |
| Sowell Financial Services LLC | 0.25% | Add +7.9% | 361,632 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +37.1% | 356,219 | $6.6M |
| Kathmere Capital Management, LLC | 0.41% | Reduce -0.3% | 354,731 | $6.6M |
| Carmel Capital Partners, LLC | 2.37% | Add +7.3% | 351,205 | $6.6M |
| Susquehanna International Group, LLP | 0.01% | New | 339,539 | $6.3M |
| Financial Solutions Advisory Group, Inc. | 0.86% | — | 332,695 | $6.2M |
| AMJ Financial Wealth Management | 1.45% | Reduce -0.4% | 327,509 | $6.1M |
| AA Financial Advisors, LLC | 0.86% | Reduce -24.5% | 327,238 | $6.1M |
| SFE Investment Counsel | 0.97% | Add +5.6% | 324,359 | $6.1M |
| Wilkins Miller Wealth Management, LLC | 3.59% | Add +2.2% | 318,058 | $5.9M |
| Carnegie Investment Counsel | 0.11% | Add +25.5% | 315,132 | $5.9M |
| Parr McKnight Wealth Management Group, LLC | 0.77% | Add +11.5% | 313,815 | $5.9M |
| Morton Community Bank | 1.27% | Add +1.2% | 313,346 | $5.8M |
| Mgo One Seven LLC | 0.12% | Add +4.6% | 312,777 | $5.8M |
| Addison Advisors LLC | 1.28% | Add +6.2% | 311,093 | $5.8M |
| Carroll Advisory Group, LLC | 2.21% | Add +52.7% | 305,272 | $5.7M |
| BCS Wealth Management | 1.08% | Reduce -48.0% | 284,033 | $5.3M |
| Howard Wealth Management, LLC | 2.23% | Add +3.1% | 283,986 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Add +143.0% | 278,034 | $5.2M |
| Farnam Financial LLC | 4.23% | Add +8.1% | 275,748 | $5.1M |
| Gladstone Institutional Advisory LLC | 0.18% | Add +5.5% | 263,126 | $4.9M |
| Red Spruce Capital, LLC | 1.99% | Add +217.4% | 260,030 | $4.9M |
| NorthAvenue LLC | 3.79% | Add +5.3% | 255,756 | $4.8M |
| Trilogy Capital Inc. | 0.21% | Add +4.1% | 246,956 | $4.6M |
| Private Advisor Group, LLC | 0.02% | Add +11.2% | 235,211 | $4.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +81.2% | 233,209 | $4.4M |
| Captrust Financial Advisors | 0.01% | Add +21.2% | 232,238 | $4.3M |
| Hengehold Capital Management LLC | 0.38% | Add +503.0% | 231,301 | $4.3M |
| Equitable Holdings, Inc. | 0.03% | Add +9.8% | 227,402 | $4.3M |
| Horizons Wealth Management | 2.83% | Add +4.7% | 228,195 | $4.3M |
| Colonial Trust Co / SC | 0.58% | Add +9.4% | 227,914 | $4.3M |
| Souders Financial Advisors | 0.48% | Add +1.6% | 227,085 | $4.2M |
| Parisi Gray Wealth Management | 0.99% | Add +54.0% | 223,288 | $4.2M |
| Atria Investments, Inc | 0.05% | Add +2.3% | 219,548 | $4.1M |
"% of holder's portfolio" is BSCT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 CB the manager owns.