Invesco Bulletshares 2030 CBBSCUETF
13F holders, Q1 2025 (March 31)203holders +2
21new positions
17sold out
2famous investors
$16.59avg. 13F price*
At the end of Q1 2025, 203 institutions reported holding Invesco Bulletshares 2030 CB (BSCU) in their 13F filings, up 2 from Q4 2024. 21 opened new positions and 17 sold out. The largest holders were Aptus Capital Advisors, LLC ($123.7M), Morgan Stanley ($88.2M) and Raymond James Financial Inc. ($74.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $78.2M |
| Exits | 17 | $13.1M |
All 13F filers, Q4 2024 → Q1 2025: 14,921,083 shares bought and 1,678,970 shares sold, net +13,242,113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 203 holders
| Aptus Capital Advisors, LLC | 1.40% | Add +12.5% | 7,453,803 | $123.7M |
| Morgan Stanley | 0.01% | Add +49.5% | 5,319,342 | $88.2M |
| Raymond James Financial Inc. | 0.03% | Add +17.9% | 4,487,868 | $74.5M |
| Lido Advisors, LLC | 0.41% | New | 4,163,476 | $69.1M |
| TruWealth Advisors, LLC | 3.40% | Add +3.6% | 3,395,386 | $56.3M |
| Clearstead Advisors, LLC | 0.79% | Reduce -0.5% | 3,050,844 | $50.6M |
| Wells Fargo & Company | 0.01% | Add +7.7% | 2,878,506 | $47.8M |
| Invesco Ltd. | 0.01% | Add +1.4% | 2,707,933 | $44.9M |
| LPL Financial LLC | 0.01% | Add +1.3% | 2,167,508 | $36.0M |
| Hills Bank & Trust Co | 2.35% | Add +18.5% | 2,012,733 | $33.4M |
| Motley Fool Wealth Management, LLC | 1.90% | Reduce -6.6% | 1,939,995 | $32.2M |
| Atlantic Union Bankshares Corp | 1.80% | Add +17.5% | 1,789,939 | $29.7M |
| TLWM | 5.44% | Add +2.2% | 1,639,836 | $27.2M |
| Hengehold Capital Management LLC | 2.45% | Add +6.3% | 1,551,515 | $25.7M |
| Bank of America Corp. | 0.00% | Add +5.2% | 1,544,359 | $25.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +16.4% | 1,536,724 | $25.5M |
| UBS Group AG | 0.00% | Add +7.0% | 1,285,888 | $21.3M |
| IMA Advisory Services, Inc. | 2.45% | Add +158.6% | 1,246,581 | $20.7M |
| Royal Bank of Canada | 0.00% | Add +12.2% | 1,145,051 | $19.0M |
| MAI Capital Management | 0.13% | Add +17.7% | 1,059,281 | $17.6M |
| Moneco Advisors, LLC | 1.66% | Add +44.8% | 968,947 | $16.1M |
| Advisors Capital Management, LLC | 0.22% | Add +1.9% | 864,663 | $14.3M |
| Cwm, LLC | 0.05% | Add +2.8% | 803,693 | $13.3M |
| Baird Financial Group, Inc. | 0.03% | Add +1426.9% | 788,983 | $13.1M |
| Focus Partners Wealth | 0.03% | Add +61.8% | 677,205 | $11.2M |
| Truist Financial Corp. | 0.02% | Add +13.9% | 593,323 | $9.8M |
| Cookson Peirce & Co. Inc. | 0.49% | Reduce -1.3% | 590,007 | $9.8M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -19.0% | 588,595 | $9.8M |
| Clark Asset Management, LLC | 1.39% | Add +16.9% | 500,405 | $8.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +6.8% | 493,966 | $8.2M |
| AMJ Financial Wealth Management | 2.31% | Add +11.2% | 464,902 | $7.7M |
| Osaic Holdings, Inc. | 0.02% | Add +29.6% | 456,433 | $7.6M |
| Asset Dedication, LLC | 0.60% | Add +7.8% | 443,325 | $7.4M |
| Vista Investment Management | 2.84% | Add +3.4% | 437,477 | $7.3M |
| Capital Investment Counsel, LLC | 1.18% | Add +239.8% | 430,796 | $7.1M |
| MML Investors Services, LLC | 0.02% | Add +40.5% | 429,870 | $7.1M |
| HUB Investment Partners, LLC | 0.27% | Add +401.8% | 408,361 | $6.8M |
| Waycross Investment Management Co | 7.43% | Reduce -1.0% | 397,423 | $6.6M |
| Goepper Burkhardt LLC | 2.59% | Add +13.2% | 390,150 | $6.5M |
| Marietta Wealth Management, LLC | 0.92% | Add +3.0% | 379,426 | $6.3M |
| Jane Street Group, LLC | 0.01% | Add +3211.3% | 355,967 | $5.9M |
| Kaye Capital Management | 2.23% | Add +1722.6% | 329,415 | $5.5M |
| NorthCrest Asset Manangement, LLC | 0.15% | Reduce -4.9% | 304,601 | $5.1M |
| Addison Advisors LLC | 1.21% | Add +6.2% | 266,797 | $4.4M |
| Country Club Bank | 0.29% | Reduce -1.2% | 261,887 | $4.3M |
| Private Advisor Group, LLC | 0.03% | Add +6.2% | 253,793 | $4.2M |
| BCS Wealth Management | 1.05% | Reduce -2.0% | 246,768 | $4.1M |
| Wilkins Miller Wealth Management, LLC | 3.01% | Add +641.9% | 241,583 | $4.0M |
| Davis R M Inc. | 0.08% | Add +94.2% | 237,638 | $3.9M |
| Horizons Wealth Management | 2.71% | Add +8.6% | 216,006 | $3.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +3.0% | 207,272 | $3.4M |
| Stephens Inc. | 0.05% | Add +23.2% | 186,949 | $3.1M |
| Souders Financial Advisors | 0.43% | New | 185,652 | $3.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +1.6% | 184,930 | $3.1M |
| Novare Capital Management LLC | 0.25% | Add +5.4% | 172,192 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +56.5% | 170,960 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Add +36.9% | 168,989 | $2.8M |
| Infinity Wealth Counsel, LLC | 3.00% | Add +1.0% | 167,400 | $2.8M |
| Carnegie Investment Counsel | 0.06% | Add +6.3% | 162,760 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +19.9% | 160,590 | $2.7M |
| Exchange Capital Management, Inc. | 0.43% | Reduce -0.7% | 160,250 | $2.7M |
| Legacy CG, LLC | 0.84% | Reduce -1.3% | 156,689 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.2% | 152,603 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +81.7% | 151,738 | $2.5M |
| Straight Path Wealth Management | 0.95% | Add +14.3% | 142,278 | $2.4M |
| Opulen Financial Group LLC | 2.04% | Add +13.2% | 135,498 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.8% | 134,830 | $2.2M |
| SFE Investment Counsel | 0.44% | Add +55.0% | 132,326 | $2.2M |
| Ledgewood Wealth Advisors, LLC | 1.33% | Add +53.9% | 124,166 | $2.1M |
| Eastern Bank | 0.04% | Reduce -64.4% | 120,231 | $2.0M |
| Colonial Trust Advisors | 0.17% | Add +27.5% | 118,106 | $2.0M |
| Farnam Financial LLC | 1.98% | Add +16.3% | 117,772 | $2.0M |
| Smartleaf Asset Management LLC | 0.18% | Add +0.4% | 111,436 | $1.8M |
| &partners | 0.02% | Add +3.9% | 108,469 | $1.8M |
| Ellevest, Inc. | 0.11% | Add +9.0% | 98,003 | $1.6M |
| Sawgrass Asset Management LLC | 0.19% | Reduce -12.0% | 94,669 | $1.6M |
| Evexia Wealth LLC | 0.56% | Add +2.4% | 92,429 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +56.4% | 92,050 | $1.5M |
| Strategic Financial Concepts, LLC | 0.28% | Add +32.7% | 91,129 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +21.0% | 90,176 | $1.5M |
| G2 Capital Management, LLC / Oh | 0.45% | Add +1.1% | 89,503 | $1.5M |
| Colonial Trust Co / SC | 0.22% | Add +10.1% | 86,731 | $1.4M |
| Flow Traders U.S. LLC | 0.06% | Reduce -47.5% | 81,875 | $1.4M |
| Ironwood Financial, llc | 0.29% | Add +1.4% | 80,552 | $1.3M |
| Butensky & Cohen Financial Security, Inc. | 0.39% | Add +5.5% | 77,479 | $1.3M |
| Legacy Private Trust Co. | 0.09% | Reduce -13.7% | 75,089 | $1.2M |
| River Wealth Advisors LLC | 0.16% | Add +12.6% | 70,064 | $1.2M |
| Secure Asset Management, LLC | 0.23% | Reduce -60.2% | 68,371 | $1.1M |
| ArborFi Advisors, LLC | 1.08% | Add +7.3% | 65,783 | $1.1M |
| AA Financial Advisors, LLC | 0.26% | No change | 63,581 | $1.1M |
| Red Spruce Capital, LLC | 0.49% | Add +1.8% | 63,213 | $1.0M |
| Independence Bank of Kentucky | 0.16% | Reduce -0.0% | 62,736 | $1.0M |
| Citadel Advisors | 0.00% | Reduce -52.5% | 62,106 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.4% | 59,045 | $980K |
| Avantax Advisory Services, Inc. | 0.01% | Add +11.6% | 57,711 | $957K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.40% | New | 56,396 | $936K |
| Sigma Planning Corp | 0.03% | Reduce -0.9% | 56,345 | $935K |
| JPL Wealth Management, LLC | 0.26% | Add +36.0% | 55,095 | $914K |
| Cetera Investment Advisers | 0.00% | Add +74.2% | 54,965 | $912K |
| HRT Financial LP | 0.01% | New | 50,608 | $839K |
"% of holder's portfolio" is BSCU's weight in each manager's 13F, not the share of Invesco Bulletshares 2030 CB the manager owns.