Invesco Bulletshares 2030 CBBSCUETF
13F holders, Q2 2026 (June 30)310holders +11
31new positions
15sold out
2famous investors
$16.65avg. 13F price*
At the end of Q2 2026, 310 institutions reported holding Invesco Bulletshares 2030 CB (BSCU) in their 13F filings, up 11 from Q1 2026. 31 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($181.6M), Aptus Capital Advisors, LLC ($156.3M) and Lido Advisors, LLC ($139.1M). 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 2030 CB
- CUSIP
- 46138J460
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $58.3M |
| Exits | 15 | $30.3M |
All 13F filers, Q1 2026 → Q2 2026: 17,541,041 shares bought and 4,653,209 shares sold, net +12,887,832 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 310 holders
| Morgan Stanley | 0.01% | Add +2.1% | 10,913,052 | $181.6M |
| Aptus Capital Advisors, LLC | 1.14% | Add +1.8% | 9,388,158 | $156.3M |
| Lido Advisors, LLC | 0.50% | Reduce -0.9% | 8,359,538 | $139.1M |
| Waverly Advisors, LLC | 0.54% | Add +21913.5% | 5,572,712 | $92.8M |
| LPL Financial LLC | 0.02% | Add +8.3% | 5,547,683 | $92.3M |
| Raymond James Financial Inc. | 0.03% | Add +7.5% | 5,531,701 | $92.1M |
| Invesco Ltd. | 0.01% | Add +6.8% | 4,705,304 | $78.3M |
| Clearstead Advisors, LLC | 0.61% | Add +2.4% | 3,910,447 | $65.1M |
| Wells Fargo & Company | 0.01% | Add +8.8% | 3,541,844 | $59.0M |
| Atlantic Union Bankshares Corp | 0.89% | Add +22.8% | 3,202,800 | $53.3M |
| Bank of America Corp. | 0.00% | Add +5.6% | 2,935,895 | $48.9M |
| Royal Bank of Canada | 0.01% | Add +6.7% | 2,816,360 | $46.9M |
| UBS Group AG | 0.01% | Add +10.5% | 2,448,625 | $40.8M |
| Hengehold Capital Management LLC | 2.96% | Add +6.3% | 2,291,739 | $38.1M |
| &partners | 0.13% | Add +2.8% | 1,965,711 | $32.7M |
| TLWM | 5.01% | Add +2.5% | 1,851,064 | $30.8M |
| Brookstone Capital Management | 0.30% | Reduce -5.4% | 1,800,440 | $30.0M |
| MAI Capital Management | 0.11% | Add +3.8% | 1,736,911 | $28.9M |
| IMA Advisory Services, Inc. | 1.65% | Add +9.0% | 1,578,735 | $26.3M |
| Shufro Rose & Co. LLC | 1.48% | New | 1,542,429 | $25.7M |
| Moneco Advisors, LLC | 1.56% | Add +8.2% | 1,536,904 | $25.6M |
| Clark Asset Management, LLC | 1.83% | Add +20.8% | 1,398,237 | $23.3M |
| Baird Financial Group, Inc. | 0.03% | Add +30.8% | 1,306,797 | $21.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +13.8% | 1,295,777 | $21.6M |
| Capital Investment Counsel, LLC | 2.60% | Add +7.8% | 1,260,363 | $21.0M |
| Hills Bank & Trust Co | 0.74% | Reduce -60.0% | 1,047,500 | $17.4M |
| Foronjy Financial LLC | 6.25% | Add +6.1% | 1,022,344 | $17.0M |
| Advisors Capital Management, LLC | 0.18% | Add +3.6% | 990,407 | $16.5M |
| Davis R M Inc. | 0.24% | Add +12.4% | 908,907 | $15.1M |
| Kestra Advisory Services, LLC | 0.05% | Add +91.5% | 876,869 | $14.6M |
| MML Investors Services, LLC | 0.03% | Add +24.5% | 850,723 | $14.2M |
| Osaic Holdings, Inc. | 0.02% | Add +4.5% | 797,789 | $13.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +7.0% | 740,408 | $12.3M |
| Asset Dedication, LLC | 0.77% | Add +2.9% | 737,920 | $12.3M |
| Goepper Burkhardt LLC | 3.47% | Add +12.3% | 693,597 | $11.5M |
| CVFG LLC | 1.21% | Add +3.1% | 691,355 | $11.5M |
| Kirr Marbach & Co. LLC | 1.93% | Add +0.0% | 689,505 | $11.5M |
| Jones Financial Companies LLLP | 0.00% | Add +24.1% | 685,236 | $11.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +2.2% | 663,281 | $11.0M |
| Cookson Peirce & Co. Inc. | 0.36% | Add +1.8% | 657,395 | $10.9M |
| Central Valley Advisors, LLC | 2.73% | Add +0.5% | 640,350 | $10.7M |
| Ameriprise Financial Inc. | 0.00% | Add +23.8% | 628,743 | $10.5M |
| Cetera Investment Advisers | 0.01% | Add +62.0% | 593,583 | $9.9M |
| Cornerstone Planning, LLC | 2.25% | Add +3.1% | 584,751 | $9.7M |
| NewEdge Advisors, LLC | 0.03% | Add +1.8% | 581,488 | $9.7M |
| Apollon Wealth Management, LLC | 0.11% | New | 556,798 | $9.3M |
| GPM Growth Investors, Inc. | 3.67% | Add +15.6% | 528,408 | $8.8M |
| Truist Financial Corp. | 0.01% | Add +151.1% | 524,787 | $8.7M |
| HUB Investment Partners, LLC | 0.16% | Add +8.6% | 519,517 | $8.6M |
| Vista Investment Management | 2.50% | Add +3.8% | 497,713 | $8.3M |
| AMJ Financial Wealth Management | 1.94% | No change | 489,231 | $8.2M |
| Vaughan David Investments LLC | 0.16% | Add +4.8% | 488,744 | $8.1M |
| Marietta Wealth Management, LLC | 0.81% | Add +5.2% | 470,052 | $7.8M |
| ProVise Management Group, LLC | 0.48% | Add +15.5% | 432,378 | $7.2M |
| Modern Wealth Management, LLC | 0.08% | Add +13.7% | 425,857 | $7.1M |
| Colonial Trust Advisors | 0.47% | Add +11.3% | 404,061 | $6.7M |
| Kathmere Capital Management, LLC | 0.35% | New | 391,040 | $6.5M |
| Wilkins Miller Wealth Management, LLC | 3.46% | Add +3.0% | 377,673 | $6.3M |
| Parr McKnight Wealth Management Group, LLC | 0.74% | Add +6.5% | 373,487 | $6.2M |
| Waycross Investment Management Co | 4.68% | Add +0.3% | 369,413 | $6.1M |
| Decker Wealth Management LLC | 1.26% | Reduce -17.4% | 355,540 | $5.9M |
| Carroll Advisory Group, LLC | 1.87% | Add +19.4% | 341,775 | $5.7M |
| Morton Community Bank | 1.14% | Add +3.1% | 335,156 | $5.6M |
| Ledgewood Wealth Advisors, LLC | 2.89% | Add +13.1% | 327,512 | $5.5M |
| Stephens Inc. | 0.06% | Add +3.9% | 325,656 | $5.4M |
| BCS Wealth Management | 0.94% | Add +11.9% | 312,665 | $5.2M |
| Carnegie Investment Counsel | 0.10% | Add +25.7% | 303,197 | $5.0M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -33.9% | 299,876 | $5.0M |
| SFE Investment Counsel | 0.67% | Add +14.0% | 293,165 | $4.9M |
| Gladstone Institutional Advisory LLC | 0.15% | Add +2.1% | 292,589 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +12.0% | 279,265 | $4.6M |
| NorthAvenue LLC | 3.33% | Add +3.7% | 279,076 | $4.6M |
| Howard Wealth Management, LLC | 1.71% | Add +8.7% | 277,058 | $4.6M |
| Straight Path Wealth Management | 1.06% | Add +0.4% | 272,762 | $4.5M |
| Kintra Wealth, LLC | 0.24% | New | 271,226 | $4.5M |
| Captrust Financial Advisors | 0.01% | Add +30.7% | 267,860 | $4.5M |
| HighPoint Advisor Group LLC | 0.15% | Add +0.6% | 259,898 | $4.3M |
| Stifel Financial Corp. | 0.00% | Add +10.9% | 259,301 | $4.3M |
| Farnam Financial LLC | 3.10% | Add +11.6% | 255,400 | $4.3M |
| S.E.E.D. Planning Group LLC | 1.09% | Add +22.4% | 247,154 | $4.1M |
| Geneos Wealth Management Inc. | 0.08% | Add +0.9% | 236,871 | $3.9M |
| Arax Advisory Partners | 0.03% | New | 227,008 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +567.3% | 219,416 | $3.7M |
| Webster Bank, N. A. | 0.32% | Add +1758.0% | 218,448 | $3.6M |
| Novare Capital Management LLC | 0.25% | Add +6.6% | 213,902 | $3.6M |
| Infinity Wealth Counsel, LLC | 2.82% | Add +7.6% | 210,039 | $3.5M |
| Opulen Financial Group LLC | 2.19% | Add +1.4% | 209,440 | $3.5M |
| Kinetic Wealth Investment Advisors LLC | 1.62% | — | 206,013 | $3.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +1.8% | 203,903 | $3.4M |
| Red Spruce Capital, LLC | 1.18% | Add +140.4% | 203,038 | $3.4M |
| Colonial Trust Co / SC | 0.43% | Reduce -0.2% | 201,935 | $3.4M |
| Mgo One Seven LLC | 0.05% | Add +2.8% | 188,039 | $3.1M |
| Atria Investments, Inc | 0.03% | Reduce -27.5% | 180,443 | $3.0M |
| Savvy Advisors, Inc. | 0.06% | Add +1637.8% | 179,007 | $3.0M |
| Addison Advisors LLC | 1.38% | Reduce -50.5% | 175,307 | $2.9M |
| Prospera Financial Services Inc | 0.04% | Add +1.9% | 171,152 | $2.8M |
| First National Bank of Omaha | 0.08% | Reduce -5.5% | 169,299 | $2.8M |
| Avior Wealth Management, LLC | 0.07% | Add +1.2% | 166,829 | $2.8M |
| Fourpath Capital Management, LLC | 0.36% | Add +17.9% | 165,378 | $2.8M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +26.6% | 157,777 | $2.6M |
"% of holder's portfolio" is BSCU's weight in each manager's 13F, not the share of Invesco Bulletshares 2030 CB the manager owns.