Invesco Bulletshares 2029 CBBSCTETF
13F holders, Q2 2026 (June 30)352holders +10
34new positions
18sold out
2famous investors
$18.58avg. 13F price*
At the end of Q2 2026, 352 institutions reported holding Invesco Bulletshares 2029 CB (BSCT) in their 13F filings, up 10 from Q1 2026. 34 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($178.3M), Wells Fargo & Company ($127.6M) and Lido Advisors, LLC ($108.2M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $20.7M |
| Exits | 18 | $38.5M |
All 13F filers, Q1 2026 → Q2 2026: 9,944,069 shares bought and 7,413,722 shares sold, net +2,530,347 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 352 holders
| Morgan Stanley | 0.01% | Add +7.4% | 9,596,451 | $178.3M |
| Wells Fargo & Company | 0.02% | Add +0.3% | 6,867,873 | $127.6M |
| Lido Advisors, LLC | 0.39% | Reduce -8.2% | 5,824,764 | $108.2M |
| Raymond James Financial Inc. | 0.03% | Add +15.6% | 5,450,614 | $101.2M |
| LPL Financial LLC | 0.02% | Add +14.1% | 5,418,387 | $100.6M |
| Clearstead Advisors, LLC | 0.64% | Add +1.5% | 3,664,565 | $68.1M |
| Bank of America Corp. | 0.00% | Add +4.9% | 3,658,064 | $67.9M |
| Invesco Ltd. | 0.01% | Add +13.3% | 3,599,890 | $66.9M |
| UBS Group AG | 0.01% | Add +8.4% | 2,790,031 | $51.8M |
| Royal Bank of Canada | 0.01% | Add +12.5% | 2,749,889 | $51.1M |
| Avior Wealth Management, LLC | 1.15% | Reduce -9.3% | 2,357,478 | $43.8M |
| MAI Capital Management | 0.16% | Add +2.7% | 2,291,285 | $42.6M |
| Manchester Financial Inc. | 7.53% | Add +1.8% | 2,277,588 | $42.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.0% | 2,274,983 | $42.3M |
| TLWM | 4.83% | Add +2.1% | 1,598,888 | $29.7M |
| Stifel Financial Corp. | 0.02% | Add +1.3% | 1,574,340 | $29.2M |
| RiverFront Investment Group, LLC | 0.36% | Add +7.1% | 1,475,777 | $27.4M |
| Osaic Holdings, Inc. | 0.03% | Add +0.6% | 1,460,404 | $27.1M |
| Moneco Advisors, LLC | 1.65% | Add +9.2% | 1,452,021 | $27.0M |
| Clark Asset Management, LLC | 2.05% | Add +13.1% | 1,407,457 | $26.1M |
| Anchor Investment Management, LLC | 1.74% | Add +9.2% | 1,243,500 | $23.1M |
| Davis R M Inc. | 0.36% | Add +26.9% | 1,237,482 | $23.0M |
| Atlantic Union Bankshares Corp | 0.38% | Add +18.7% | 1,232,875 | $22.9M |
| Brookstone Capital Management | 0.23% | Reduce -3.1% | 1,218,293 | $22.6M |
| Janney Montgomery Scott LLC | 0.04% | Add +3.3% | 1,202,868 | $22.3M |
| Baird Financial Group, Inc. | 0.03% | Add +30.4% | 1,196,098 | $22.2M |
| Hills Bank & Trust Co | 0.83% | Reduce -57.3% | 1,046,645 | $19.4M |
| MML Investors Services, LLC | 0.04% | Add +24.8% | 1,040,435 | $19.3M |
| Headland Capital, LLC | 4.69% | Add +6.0% | 1,023,299 | $19.0M |
| Capital Investment Counsel, LLC | 2.19% | Reduce -1.1% | 951,103 | $17.7M |
| Kestra Advisory Services, LLC | 0.05% | Add +358.2% | 897,404 | $16.7M |
| Shufro Rose & Co. LLC | 0.93% | Add +2.5% | 872,220 | $16.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +17.1% | 808,845 | $15.0M |
| NewEdge Advisors, LLC | 0.04% | Add +0.7% | 791,027 | $14.7M |
| Goepper Burkhardt LLC | 4.15% | Add +12.1% | 743,819 | $13.8M |
| Asset Dedication, LLC | 0.80% | Add +3.5% | 683,131 | $12.7M |
| Kirr Marbach & Co. LLC | 2.12% | Reduce -0.5% | 676,416 | $12.6M |
| Ameriprise Financial Inc. | 0.00% | Add +13.6% | 668,406 | $12.4M |
| Gill Capital Partners, LLC | 3.24% | Reduce -0.9% | 659,467 | $12.2M |
| Jones Financial Companies LLLP | 0.00% | Add +24.7% | 658,474 | $12.2M |
| Cetera Investment Advisers | 0.01% | Add +41.6% | 646,234 | $12.0M |
| Carrera Capital Advisors | 1.71% | Add +3.4% | 620,177 | $11.5M |
| Cornerstone Planning, LLC | 2.61% | Add +2.4% | 608,133 | $11.3M |
| Straight Path Wealth Management | 2.60% | Add +2.2% | 599,064 | $11.1M |
| Cookson Peirce & Co. Inc. | 0.36% | Add +1.3% | 595,631 | $11.1M |
| GPM Growth Investors, Inc. | 4.52% | Reduce -18.5% | 583,177 | $10.8M |
| CVFG LLC | 1.12% | Add +2.5% | 574,819 | $10.7M |
| Central Valley Advisors, LLC | 2.73% | Reduce -1.0% | 572,218 | $10.6M |
| First International Bank of Israel Ltd. | 2.73% | No change | 540,000 | $10.0M |
| Vaughan David Investments LLC | 0.18% | Add +2.7% | 495,727 | $9.2M |
| HUB Investment Partners, LLC | 0.17% | Add +13.8% | 484,980 | $9.0M |
| Sound Stewardship, LLC | 3.51% | Add +12.0% | 458,271 | $8.5M |
| Colonial Trust Advisors | 0.56% | Add +5.6% | 434,767 | $8.1M |
| Advisors Capital Management, LLC | 0.09% | Add +3.9% | 431,024 | $8.0M |
| Kathmere Capital Management, LLC | 0.42% | Add +19.9% | 425,184 | $7.9M |
| ProVise Management Group, LLC | 0.52% | Add +12.7% | 418,444 | $7.8M |
| Marietta Wealth Management, LLC | 0.80% | Add +5.2% | 416,957 | $7.7M |
| Paradiem, LLC | 1.66% | Add +0.7% | 414,868 | $7.7M |
| &partners | 0.03% | Add +3.5% | 412,479 | $7.7M |
| Ledgewood Wealth Advisors, LLC | 3.99% | Add +10.3% | 404,458 | $7.5M |
| Carnegie Investment Counsel | 0.14% | Add +19.9% | 377,967 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.8% | 376,906 | $7.0M |
| Carroll Advisory Group, LLC | 2.28% | Add +22.7% | 374,457 | $7.0M |
| Arax Advisory Partners | 0.04% | New | 355,165 | $6.6M |
| Carmel Capital Partners, LLC | 2.16% | Add +0.3% | 352,309 | $6.5M |
| Hengehold Capital Management LLC | 0.50% | Add +50.7% | 348,588 | $6.5M |
| SFE Investment Counsel | 0.88% | Add +6.1% | 344,227 | $6.4M |
| Financial Solutions Advisory Group, Inc. | 0.79% | Add +1.7% | 338,222 | $6.3M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -27.3% | 334,652 | $6.2M |
| Parr McKnight Wealth Management Group, LLC | 0.73% | Add +6.3% | 333,719 | $6.2M |
| Mgo One Seven LLC | 0.10% | Add +6.0% | 331,420 | $6.2M |
| Decker Wealth Management LLC | 1.31% | Reduce -16.3% | 331,204 | $6.2M |
| AMJ Financial Wealth Management | 1.45% | No change | 327,509 | $6.1M |
| AA Financial Advisors, LLC | 0.73% | Reduce -0.2% | 326,443 | $6.1M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +37.7% | 321,131 | $6.0M |
| Odyssey Group, LLC | 1.61% | — | 319,704 | $5.9M |
| Morton Community Bank | 1.21% | Add +1.8% | 318,954 | $5.9M |
| Wilkins Miller Wealth Management, LLC | 3.24% | Reduce -0.3% | 317,100 | $5.9M |
| BCS Wealth Management | 1.03% | Add +8.6% | 308,513 | $5.7M |
| Howard Wealth Management, LLC | 2.06% | Add +5.7% | 300,074 | $5.6M |
| Captrust Financial Advisors | 0.01% | Add +29.1% | 299,736 | $5.6M |
| Red Spruce Capital, LLC | 1.93% | Add +14.5% | 297,737 | $5.5M |
| Farnam Financial LLC | 4.01% | Add +7.3% | 295,926 | $5.5M |
| Truist Financial Corp. | 0.01% | Add +145.0% | 277,628 | $5.2M |
| NorthAvenue LLC | 3.58% | Add +5.3% | 269,415 | $5.0M |
| Gladstone Institutional Advisory LLC | 0.16% | Add +2.0% | 268,434 | $5.0M |
| Webster Bank, N. A. | 0.43% | Add +36.1% | 267,678 | $5.0M |
| Kintra Wealth, LLC | 0.26% | Add +31.3% | 266,234 | $4.9M |
| Equitable Holdings, Inc. | 0.03% | Add +11.4% | 253,280 | $4.7M |
| Fca Corp. | 1.14% | Add +169.3% | 248,603 | $4.6M |
| Trilogy Capital Inc. | 0.18% | Add +0.5% | 248,221 | $4.6M |
| Colonial Trust Co / SC | 0.55% | Add +2.4% | 233,463 | $4.3M |
| Parisi Gray Wealth Management | 0.86% | Add +0.9% | 225,408 | $4.2M |
| Geneos Wealth Management Inc. | 0.08% | Add +3.5% | 223,495 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -5.7% | 221,915 | $4.1M |
| S.E.E.D. Planning Group LLC | 1.09% | Add +22.0% | 221,366 | $4.1M |
| Laurel Wealth Advisors LLC | 0.40% | Add +6.5% | 220,918 | $4.1M |
| Apollon Wealth Management, LLC | 0.05% | New | 215,958 | $4.0M |
| Novare Capital Management LLC | 0.28% | Add +6.5% | 215,321 | $4.0M |
| Prospera Financial Services Inc | 0.05% | Add +3.6% | 201,669 | $3.7M |
| Infinity Wealth Counsel, LLC | 2.98% | Add +7.3% | 198,550 | $3.7M |
| Aptus Capital Advisors, LLC | 0.03% | Add +2.6% | 197,901 | $3.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.5% | 197,442 | $3.7M |
| Stephens Inc. | 0.04% | Reduce -3.3% | 191,858 | $3.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +1.6% | 186,569 | $3.5M |
| Pacific Wealth Strategies Group, Inc. | 1.93% | Add +57.4% | 180,594 | $3.4M |
| Old Port Advisors | 0.65% | Add +3.0% | 177,576 | $3.3M |
| Kinetic Wealth Investment Advisors LLC | 1.54% | — | 176,303 | $3.3M |
| Citadel Advisors | 0.00% | Reduce -14.5% | 176,133 | $3.3M |
| Opulen Financial Group LLC | 2.04% | Add +0.6% | 174,990 | $3.3M |
| Atria Investments, Inc | 0.03% | Reduce -25.2% | 164,216 | $3.1M |
| Guardian Wealth Advisors, LLC / NC | 0.17% | Reduce -0.4% | 162,493 | $3.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +17.6% | 160,831 | $3.0M |
| Savvy Advisors, Inc. | 0.06% | Add +1175.7% | 160,566 | $3.0M |
| Addison Advisors LLC | 1.39% | Reduce -49.0% | 158,647 | $2.9M |
| Aspen Investment Management Inc | 0.76% | Add +1.0% | 152,737 | $2.8M |
| Ironwood Financial, llc | 0.44% | Add +4.1% | 151,148 | $2.8M |
| AlphaStar Capital Management, LLC | 0.18% | Add +2.1% | 149,151 | $2.8M |
| Silverlake Wealth Management LLC | 0.52% | Add +12.0% | 145,660 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -47.7% | 145,350 | $2.7M |
| Ellevest, Inc. | 0.31% | Add +2.8% | 141,843 | $2.6M |
| Heritage Trust Co | 0.23% | Add +15.4% | 140,365 | $2.6M |
| Oliver Luxxe Assets LLC | 0.38% | Add +6.8% | 138,701 | $2.6M |
| Milestones Private Investment Advisors LLC | 2.02% | Reduce -0.7% | 136,386 | $2.5M |
| Livet Wealth, LLC | 1.40% | Add +21.3% | 131,077 | $2.4M |
| VestGen Advisors, LLC | 0.07% | Add +0.8% | 126,728 | $2.4M |
| Fourpath Capital Management, LLC | 0.31% | Add +14.2% | 126,388 | $2.3M |
| CRA Financial Services, LLC | 0.26% | Add +1.6% | 123,346 | $2.3M |
| Sigma Planning Corp | 0.05% | Add +0.7% | 115,175 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.7% | 106,492 | $2.0M |
| Semitam Bonam LLC | 1.43% | Add +3.6% | 104,758 | $1.9M |
| Wagner Wealth Management, Corp | 1.52% | Add +11.0% | 101,523 | $1.9M |
| Legacy Wealth Management, LLC / MS | 0.47% | Reduce -3.0% | 98,956 | $1.8M |
| Oder Investment Management, LLC | 1.18% | Add +1.3% | 94,773 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +13.8% | 90,240 | $1.7M |
| G2 Capital Management, LLC / Oh | 0.35% | Add +1.1% | 87,350 | $1.6M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +5.0% | 87,016 | $1.6M |
| Butensky & Cohen Financial Security, Inc. | 0.40% | Add +4.0% | 86,226 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 85,737 | $1.6M |
| ArborFi Advisors, LLC | 1.12% | Add +5.1% | 83,425 | $1.5M |
| Tempo Wealth, LLC | 0.23% | Reduce -10.2% | 82,099 | $1.5M |
| Everpar Advisors LLC | 0.43% | Add +12.4% | 80,914 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -16.8% | 78,604 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +9.6% | 78,193 | $1.5M |
| Continuum Wealth Advisors, LLC | 0.49% | Add +7.6% | 78,132 | $1.5M |
| River Wealth Advisors LLC | 0.15% | Reduce -1.7% | 77,755 | $1.4M |
| Sawgrass Asset Management LLC | 0.19% | Reduce -6.4% | 77,459 | $1.4M |
| Matthew Goff Investment Advisor, LLC | 0.24% | Reduce -2.5% | 75,600 | $1.4M |
| Vista Investment Management | 0.42% | Add +17.4% | 74,276 | $1.4M |
| Evexia Wealth LLC | 0.37% | Reduce -52.0% | 73,173 | $1.4M |
| Meridian Financial Partners LLC | 0.43% | Add +0.3% | 68,041 | $1.3M |
| Wingate Wealth Advisors, Inc. | 0.56% | Add +0.7% | 68,030 | $1.3M |
| Independence Bank of Kentucky | 0.14% | Add +7.2% | 67,186 | $1.2M |
| Bluespring Wealth Management, LLC | 0.02% | Add +194.3% | 66,896 | $1.2M |
| Unified Investment Management | 1.13% | Add +4.3% | 65,332 | $1.2M |
| Whitener Capital Management, Inc. | 0.26% | Add +17.4% | 64,924 | $1.2M |
| Kohmann Bosshard Financial Services, LLC | 0.10% | No change | 63,754 | $1.2M |
| Towne Trust Company, N.A | 0.33% | Add +16.7% | 59,117 | $1.1M |
| Segment Wealth Management, LLC | 0.06% | Add +1.9% | 58,665 | $1.1M |
| Keybank National Association | 0.00% | Reduce -59.5% | 57,364 | $1.1M |
| Harbour Investments, Inc. | 0.01% | Add +12.3% | 56,051 | $1.0M |
| Apella Capital, LLC | 0.01% | Add +1.6% | 55,844 | $1.0M |
| Redwood Financial Network Corp | 0.56% | Add +6.2% | 54,320 | $1.0M |
| Hanover Advisors Inc. | 0.36% | Reduce -2.4% | 53,824 | $1000K |
| Parallel Advisors, LLC | 0.01% | New | 52,165 | $969K |
| Fifth Third Bancorp | 0.00% | Add +4.2% | 52,047 | $967K |
| Cordatus Wealth Management LLC | 0.21% | Add +3.8% | 51,798 | $962K |
| Redmond Asset Management, LLC | 0.24% | Add +7.9% | 51,554 | $958K |
| Western Financial Corp | 0.28% | Add +6.0% | 51,043 | $948K |
| Mission Wealth Management, LP | 0.01% | Add +78.1% | 50,699 | $942K |
| SJS Investment Consulting Inc. | 0.10% | Add +36.5% | 50,247 | $933K |
| Sax Wealth Advisors, LLC | 0.04% | Add +19.9% | 48,079 | $897K |
| Capital Analysts, LLC | 0.02% | Reduce -1.6% | 48,174 | $895K |
| Golden Reserve Retirement LLC | 0.14% | Add +38.1% | 47,971 | $891K |
| 4Thought Financial Group Inc. | 0.42% | Add +3.7% | 47,961 | $891K |
| Creative Planning | 0.00% | Reduce -20.8% | 47,936 | $890K |
| EP Wealth Advisors, LLC | 0.00% | Add +15.4% | 45,708 | $849K |
| City Holding Co. | 0.09% | New | 45,150 | $838K |
| Allworth Financial LP | 0.00% | Add +0.0% | 44,509 | $827K |
| Mariner, LLC | 0.00% | Add +57.6% | 44,432 | $825K |
| Cypress Wealth Services, LLC | 0.10% | Add +6.8% | 43,735 | $812K |
| American Institute for Advanced Investment Management, LLP | 0.46% | Add +17.2% | 42,650 | $792K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +272.2% | 42,212 | $784K |
| Newport Capital Group, LLC | 0.44% | No change | 41,800 | $776K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -0.8% | 41,198 | $765K |
| Kickstand Ventures, Llc. | 0.14% | Reduce -92.0% | 41,159 | $765K |
| RPg Family Wealth Advisory, LLC | 0.13% | Reduce -15.1% | 40,775 | $757K |
| IMA Advisory Services, Inc. | 0.05% | Reduce -96.8% | 40,608 | $754K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.0% | 40,190 | $747K |
| Key Financial Inc | 0.12% | Reduce -36.3% | 38,807 | $721K |
| Vantage Point Financial LLC | 0.22% | Add +6.4% | 38,205 | $710K |
| JM2 Capital Inc. | 0.48% | Add +3.3% | 37,544 | $697K |
| Aprio Wealth Management, LLC | 0.03% | Add +49.8% | 37,152 | $690K |
| Private Trust Co. NA | 0.05% | Add +32.4% | 36,820 | $684K |
| Roundview Capital LLC | 0.04% | Add +44.4% | 36,598 | $680K |
| Accurate Wealth Management, LLC | 0.06% | Add +2.2% | 36,595 | $679K |
| Allen Capital Group, LLC | 0.06% | Add +10.3% | 36,420 | $677K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -20.3% | 35,912 | $667K |
| Hobbs Group Advisors, LLC | 0.17% | Add +0.2% | 35,725 | $664K |
| Sowell Financial Services LLC | 0.02% | Reduce -90.5% | 34,423 | $639K |
| HB Wealth Management, LLC | 0.00% | Add +0.8% | 34,224 | $636K |
| Genesis Wealth Advisors, LLC | 0.36% | No change | 32,350 | $601K |
| Goodman Financial Corp | 0.09% | No change | 31,634 | $588K |
| Principal Securities, Inc. | 0.01% | Add +10.7% | 31,206 | $580K |
| Jane Street Group, LLC | 0.00% | New | 31,036 | $576K |
| XY Planning Network, Inc. | 0.07% | Add +0.7% | 30,896 | $574K |
| Wealth Quarterback LLC | 0.17% | Add +14.7% | 30,485 | $566K |
| United Capital Financial Advisors, LLC | 0.00% | Add +8.9% | 30,152 | $560K |
| Cerity Partners LLC | 0.00% | Reduce -3.7% | 30,000 | $557K |
| Insight Wealth Partners, LLC | 0.07% | Add +2.8% | 29,677 | $551K |
| Axxcess Wealth Management, LLC | 0.01% | New | 29,532 | $549K |
| Apeiron RIA LLC | 0.14% | Reduce -57.7% | 29,127 | $541K |
| Axis Wealth Partners, LLC | 0.26% | Add +4.1% | 28,810 | $535K |
| Kessler Investment Group, LLC | 0.22% | Add +1.4% | 27,882 | $518K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -5.8% | 27,726 | $515K |
| First Horizon Corp. | 0.02% | Add +19.5% | 27,310 | $507K |
| Wedmont Private Capital | 0.01% | New | 26,650 | $495K |
| First Fiduciary Investment Counsel, Inc. | 0.09% | No change | 26,265 | $488K |
| Waverly Advisors, LLC | 0.00% | Add +0.0% | 25,876 | $481K |
| Sensible Money, LLC | 0.13% | Add +3.3% | 25,571 | $475K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 24,601 | $457K |
| Strategic Family Wealth Counselors, L.L.C. | 0.10% | Add +10.8% | 23,938 | $445K |
| Brown Advisory Inc. | 0.00% | Reduce -29.9% | 23,938 | $445K |
| Summit Financial, LLC | 0.00% | Add +3.0% | 23,051 | $428K |
| World Equity Group, Inc. | 0.10% | No change | 23,018 | $428K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -6.8% | 23,009 | $427K |
| Net Worth Advisory Group | 0.11% | Reduce -52.2% | 22,843 | $424K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +0.5% | 22,794 | $423K |
| Brown Financial Advisory | 0.18% | No change | 22,730 | $422K |
| Koss-Olinger Consulting, LLC | 0.03% | Add +1.1% | 22,636 | $420K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +49.7% | 22,563 | $419K |
| Global Wealth Strategies & Associates | 0.08% | Reduce -3.8% | 22,508 | $418K |
| Farther Finance Advisors, LLC | 0.00% | Add +25.9% | 22,490 | $418K |
| Western Wealth Management, LLC | 0.01% | No change | 22,355 | $415K |
| Pinnacle Financial Group, LLC / IL | 0.10% | Add +2.0% | 21,160 | $393K |
| Capital Investment Advisors, LLC | 0.01% | Add +2.7% | 20,857 | $387K |
| Montag A & Associates Inc. | 0.02% | Reduce -33.0% | 20,833 | $387K |
| Independent Financial Group, LLC | 0.01% | Reduce -9.8% | 19,803 | $368K |
| DAVENPORT & Co LLC | 0.00% | Add +37.8% | 19,485 | $362K |
| Meriwether Wealth & Planning, LLC | 0.18% | Reduce -0.4% | 19,268 | $358K |
| AQR Capital Management | 0.00% | No change | 19,105 | $355K |
| Virtue Asset Management LLC | 0.25% | Add +87.1% | 19,040 | $354K |
| Berger Financial Group, Inc | 0.02% | No change | 18,659 | $347K |
| LaSalle St. Investment Advisors, LLC | 0.04% | No change | 18,549 | $345K |
| Pinnacle Bancorp, Inc. | 0.09% | Add +9.7% | 18,248 | $339K |
| YANKCOM Partnership | 0.12% | No change | 17,973 | $334K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 17,869 | $332K |
| Compton Financial Group, LLC | 0.06% | New | 16,671 | $310K |
| Larson Financial Group LLC | 0.01% | Reduce -11.0% | 16,392 | $304K |
| Tassel Capital Management, Inc. | 0.14% | Reduce -1.8% | 16,287 | $303K |
| ASL Financial, LLC | 0.21% | No change | 16,070 | $299K |
| RVW Wealth, LLC | 0.02% | Add +10.8% | 15,968 | $297K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -3.7% | 15,967 | $297K |
| Venture Visionary Partners LLC | 0.01% | Reduce -0.2% | 15,735 | $292K |
| WealthCare Asset Management, LLC | 0.12% | New | 15,614 | $290K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 15,116 | $281K |
| GTS Securities LLC | 0.01% | Add +36.2% | 14,967 | $278K |
| McElhenny Sheffield Capital Management, LLC | 0.07% | New | 14,531 | $270K |
| Tennessee Valley Asset Management Partners | 0.03% | New | 14,314 | $266K |
| Legacy Wealth Partners, LLC | 0.06% | Reduce -19.9% | 14,286 | $265K |
| Modern Wealth Management, LLC | 0.00% | New | 14,173 | $263K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.1% | 14,052 | $261K |
| Crews Bank & Trust | 0.03% | Reduce -9.7% | 14,000 | $260K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 13,909 | $258K |
| Xcelsior Advisor Partners LLC | 0.03% | New | 13,712 | $255K |
| Strathmore Capital Advisors, Inc. | 0.07% | Reduce -7.5% | 13,650 | $252K |
| Berman McAleer LLC | 0.03% | New | 13,215 | $245K |
| CreativeOne Wealth, LLC | 0.01% | Add +7.7% | 12,746 | $237K |
| Dover Advisors, LLC | 0.09% | No change | 11,929 | $225K |
| Cibc World Market Inc. | 0.00% | No change | 12,000 | $223K |
| Integris Wealth Management, LLC | 0.04% | Add +1.1% | 11,937 | $222K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.06% | Reduce -5.3% | 11,890 | $221K |
| Commonwealth Financial Services, LLC | 0.03% | Add +11.1% | 11,881 | $221K |
| Strid Group, LLC | 0.02% | Add +1.1% | 11,829 | $220K |
| Foundry Financial Group, Inc. | 0.09% | No change | 11,780 | $219K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -49.5% | 11,730 | $218K |
| Bill Few Associates, Inc. | 0.05% | No change | 11,600 | $215K |
| Benjamin Edwards Inc. | 0.00% | Reduce -0.4% | 11,462 | $213K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -1.5% | 11,427 | $212K |
| Coastal Bridge Advisors, LLC | 0.01% | New | 11,370 | $211K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +48.9% | 11,330 | $210K |
| Clearstead Trust, LLC | 0.03% | Reduce -3.4% | 11,312 | $210K |
| Savant Capital, LLC | 0.00% | Reduce -4.0% | 11,264 | $209K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 11,167 | $207K |
| Somerset Trust Co | 0.06% | New | 11,084 | $206K |
| Darden Wealth Group Inc | 0.08% | No change | 11,000 | $204K |
| Stonebridge Financial Group, LLC | 0.02% | New | 10,918 | $203K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 10,869 | $202K |
| Members Wealth LLC | 0.11% | Add +0.0% | 10,805 | $201K |
| IRON Financial LLC | 0.08% | New | 10,709 | $199K |
| Bitterroot Capital Advisors LLC | 0.12% | Reduce -47.1% | 10,679 | $198K |
| Morris Financial Concepts, Inc. | 0.06% | No change | 10,605 | $197K |
| Indivisible Partners | 0.01% | New | 10,477 | $195K |
| Gradient Capital Advisors, LLC | 0.04% | New | 10,448 | $194K |
| Arkadios Wealth Advisors | 0.00% | New | 10,302 | $191K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -7.1% | 10,133 | $188K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 10,090 | $187K |
| Diversify Advisory Services, LLC | 0.00% | New | 10,142 | $187K |
| Diversify Wealth Management, LLC | 0.00% | New | 10,142 | $187K |
| US Bancorp \de | 0.00% | No change | 6,664 | $124K |
| Westside Investment Management, Inc. | 0.02% | No change | 6,208 | $115K |
| FAS Wealth Partners, Inc. | 0.01% | Add +1.1% | 6,093 | $113K |
| AE Wealth Management LLC | 0.00% | Reduce -2.8% | 5,849 | $109K |
| Davis Capital Management | 0.06% | Add +0.6% | 5,736 | $107K |
| United Community Bank | 0.03% | No change | 5,500 | $102K |
| AdvisorNet Financial, Inc | 0.00% | No change | 4,415 | $82K |
| Marquette Asset Management, LLC | 0.01% | No change | 4,372 | $81K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 4,286 | $80K |
| International Assets Investment Management, LLC | 0.00% | Add +33.6% | 4,246 | $79K |
| IFG Advisory, LLC | 0.00% | Add +67.6% | 3,520 | $65K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 3,505 | $65K |
| Sarver Vrooman Wealth Advisors | 0.04% | No change | 3,394 | $63K |
| Eastern Bank | 0.00% | Reduce -6.0% | 3,360 | $62K |
| JPL Wealth Management, LLC | 0.01% | No change | 3,355 | $62K |
| IFP Advisors, Inc | 0.00% | Reduce -33.3% | 3,345 | $62K |
| Ancora Advisors LLC | 0.00% | No change | 2,765 | $51K |
| Old Second National Bank of Aurora | 0.01% | No change | 2,658 | $49K |
| FMR LLC | 0.00% | Reduce -30.2% | 2,525 | $47K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +0.2% | 2,420 | $45K |
| Topsail Wealth Management, LLC | 0.01% | No change | 2,400 | $45K |
| Global Retirement Partners, LLC | 0.00% | — | 2,214 | $41K |
| PNC Financial Services Group, Inc. | 0.00% | Add +31.9% | 2,053 | $38K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,825 | $34K |
| AlphaCore Capital LLC | 0.00% | No change | 1,806 | $34K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -15.2% | 1,519 | $28K |
| Rossby Financial, LCC | 0.00% | Add +105.7% | 1,405 | $26K |
| GAMMA Investing LLC | 0.00% | No change | 1,403 | $26K |
| Smithfield Trust Co | 0.00% | No change | 1,150 | $21K |
| Aspect Partners, LLC | 0.01% | No change | 1,056 | $20K |
| City State Bank | 0.00% | No change | 1,056 | $20K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -82.1% | 869 | $16K |
| Lanark Financial, Inc. | 0.00% | No change | 732 | $14K |
| BankPlus Trust Department | 0.00% | No change | 534 | $10K |
| RHL Group, LLC | 0.01% | No change | 374 | $7K |
| Community Bank, N.A. | 0.00% | No change | 380 | $7K |
| CX Institutional | 0.00% | Reduce -84.2% | 386 | $7K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 370 | $7K |
| Creative Financial Designs Inc. | 0.00% | New | 353 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +1.2% | 349 | $6K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 343 | $6K |
| First PREMIER Bank | 0.00% | No change | 220 | $4K |
| Highland Investment Advisors LLC | 0.00% | — | 212 | $4K |
| Lummis Asset Management, LP | 0.00% | No change | 162 | $3K |
| Spire Wealth Management | 0.00% | Reduce -13.7% | 158 | $3K |
| Imprint Wealth LLC | 0.01% | No change | 140 | $3K |
| Evolution Wealth Management Inc. | 0.00% | No change | 94 | $2K |
| Vanguard Advisers Inc. | 0.00% | No change | 79 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 69 | $1K |
| Caldwell Trust Co | 0.00% | New | 63 | $1K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.7% | 60 | $1K |
| Aventura Private Wealth, LLC | 0.00% | No change | 45 | $836 |
| Elevated Capital Advisors, LLC | 0.00% | No change | 13 | $241 |
"% of holder's portfolio" is BSCT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 CB the manager owns.