Invesco Bulletshares 2030 CBBSCUETF
13F holders, Q2 2025 (June 30)216holders +13
21new positions
9sold out
2famous investors
$16.78avg. 13F price*
At the end of Q2 2025, 216 institutions reported holding Invesco Bulletshares 2030 CB (BSCU) in their 13F filings, up 13 from Q1 2025. 21 opened new positions and 9 sold out. The largest holders were Aptus Capital Advisors, LLC ($133.1M), Morgan Stanley ($99.9M) and Lido Advisors, LLC ($80.0M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $10.8M |
| Exits | 9 | $5.5M |
All 13F filers, Q1 2025 → Q2 2025: 8,065,535 shares bought and 1,290,244 shares sold, net +6,775,291 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 216 holders
| Aptus Capital Advisors, LLC | 1.31% | Add +6.4% | 7,931,126 | $133.1M |
| Morgan Stanley | 0.01% | Add +11.9% | 5,952,701 | $99.9M |
| Lido Advisors, LLC | 0.42% | Add +14.5% | 4,765,827 | $80.0M |
| Raymond James Financial Inc. | 0.03% | Add +3.0% | 4,621,521 | $77.5M |
| TruWealth Advisors, LLC | 3.59% | Add +14.4% | 3,883,937 | $65.2M |
| Invesco Ltd. | 0.01% | Add +16.7% | 3,159,364 | $53.0M |
| Clearstead Advisors, LLC | 0.74% | Add +2.4% | 3,123,056 | $52.4M |
| Wells Fargo & Company | 0.01% | Add +3.2% | 2,970,811 | $49.9M |
| LPL Financial LLC | 0.01% | Add +6.2% | 2,302,307 | $38.6M |
| Hills Bank & Trust Co | 2.26% | Add +6.3% | 2,140,405 | $35.9M |
| Hengehold Capital Management LLC | 3.03% | Add +27.7% | 1,981,223 | $33.2M |
| Atlantic Union Bankshares Corp | 0.74% | Add +7.3% | 1,921,579 | $32.2M |
| Motley Fool Wealth Management, LLC | 1.77% | Reduce -9.7% | 1,752,487 | $29.4M |
| TLWM | 5.26% | Add +0.5% | 1,648,405 | $27.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.3% | 1,601,990 | $26.9M |
| Bank of America Corp. | 0.00% | Add +3.5% | 1,598,949 | $26.8M |
| UBS Group AG | 0.00% | Add +5.1% | 1,351,895 | $22.7M |
| IMA Advisory Services, Inc. | 2.36% | Add +5.3% | 1,312,174 | $22.0M |
| Royal Bank of Canada | 0.00% | Add +12.4% | 1,287,363 | $21.6M |
| MAI Capital Management | 0.14% | Add +9.9% | 1,164,560 | $19.5M |
| Moneco Advisors, LLC | 1.75% | Add +15.9% | 1,123,513 | $18.9M |
| Advisors Capital Management, LLC | 0.20% | Add +0.1% | 865,124 | $14.5M |
| Baird Financial Group, Inc. | 0.03% | Add +8.7% | 857,374 | $14.4M |
| Foronjy Financial LLC | 6.35% | — | 808,764 | $13.6M |
| Cwm, LLC | 0.05% | Add +0.5% | 807,432 | $13.5M |
| Focus Partners Wealth | 0.03% | Add +5.9% | 717,320 | $12.0M |
| Capital Investment Counsel, LLC | 1.75% | Add +55.8% | 671,089 | $11.3M |
| Clark Asset Management, LLC | 1.41% | Add +22.8% | 614,529 | $10.3M |
| Truist Financial Corp. | 0.01% | Add +1.0% | 599,214 | $10.1M |
| Cookson Peirce & Co. Inc. | 0.44% | Add +0.3% | 591,861 | $9.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +5.5% | 521,327 | $8.7M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -13.9% | 507,039 | $8.5M |
| Osaic Holdings, Inc. | 0.01% | Add +3.3% | 471,489 | $7.9M |
| AMJ Financial Wealth Management | 1.99% | Add +0.9% | 469,272 | $7.9M |
| Goepper Burkhardt LLC | 2.88% | Add +19.6% | 466,523 | $7.8M |
| MML Investors Services, LLC | 0.02% | Add +8.0% | 464,307 | $7.8M |
| Asset Dedication, LLC | 0.56% | Add +3.6% | 459,417 | $7.7M |
| Vista Investment Management | 2.73% | Add +0.3% | 438,658 | $7.4M |
| HUB Investment Partners, LLC | 0.24% | Add +0.5% | 410,340 | $6.9M |
| Waycross Investment Management Co | 6.92% | Reduce -0.3% | 396,405 | $6.7M |
| Marietta Wealth Management, LLC | 0.84% | Add +1.8% | 386,136 | $6.5M |
| Davis R M Inc. | 0.12% | Add +56.0% | 370,672 | $6.2M |
| Modern Wealth Management, LLC | 0.14% | New | 346,933 | $5.8M |
| Kaye Capital Management | 2.23% | Add +5.1% | 346,069 | $5.8M |
| NorthCrest Asset Manangement, LLC | 0.14% | Reduce -1.2% | 300,969 | $5.0M |
| Vaughan David Investments LLC | 0.11% | Add +1005.5% | 287,637 | $4.8M |
| Addison Advisors LLC | 1.19% | Add +6.9% | 285,094 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Add +65.5% | 279,595 | $4.7M |
| Geneos Wealth Management Inc. | 0.11% | Add +974.5% | 270,943 | $4.5M |
| BCS Wealth Management | 0.98% | Add +9.7% | 270,785 | $4.5M |
| Wilkins Miller Wealth Management, LLC | 2.87% | Add +4.1% | 251,492 | $4.2M |
| Country Club Bank | 0.26% | Reduce -4.7% | 249,717 | $4.2M |
| Jones Financial Companies LLLP | 0.00% | Add +45.0% | 247,813 | $4.2M |
| Morton Community Bank | 1.02% | Add +1466.7% | 244,718 | $4.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +7.6% | 223,092 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2505.7% | 217,054 | $3.6M |
| Horizons Wealth Management | 2.63% | Add +0.5% | 217,042 | $3.6M |
| Souders Financial Advisors | 0.45% | Add +13.8% | 211,249 | $3.5M |
| Stephens Inc. | 0.05% | Add +6.4% | 198,908 | $3.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +3.2% | 190,900 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +16.9% | 187,745 | $3.2M |
| SFE Investment Counsel | 0.55% | Add +40.1% | 185,362 | $3.1M |
| Evexia Wealth LLC | 0.98% | Add +100.5% | 185,311 | $3.1M |
| Citadel Advisors | 0.00% | Add +197.6% | 184,850 | $3.1M |
| Straight Path Wealth Management | 1.05% | Add +29.8% | 184,664 | $3.1M |
| Novare Capital Management LLC | 0.24% | Add +3.2% | 177,723 | $3.0M |
| Private Advisor Group, LLC | 0.02% | Reduce -30.9% | 175,398 | $2.9M |
| Infinity Wealth Counsel, LLC | 2.94% | Add +3.4% | 173,066 | $2.9M |
| Carnegie Investment Counsel | 0.06% | Add +6.1% | 172,708 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.7% | 164,369 | $2.8M |
| Farnam Financial LLC | 2.43% | Add +36.8% | 161,120 | $2.7M |
| &partners | 0.02% | Add +48.0% | 160,585 | $2.7M |
| Atria Investments, Inc | 0.03% | Add +5.4% | 159,901 | $2.7M |
| Legacy CG, LLC | 0.77% | Reduce -1.3% | 154,671 | $2.6M |
| Opulen Financial Group LLC | 1.99% | Add +6.7% | 144,540 | $2.4M |
| Colonial Trust Advisors | 0.20% | Add +20.3% | 142,080 | $2.4M |
| Milestones Private Investment Advisors LLC | 1.65% | — | 132,512 | $2.2M |
| Ledgewood Wealth Advisors, LLC | 1.32% | Add +0.7% | 125,029 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +34.2% | 123,502 | $2.1M |
| Captrust Financial Advisors | 0.00% | Add +24.5% | 112,281 | $1.9M |
| Smartleaf Asset Management LLC | 0.16% | Reduce -0.4% | 110,973 | $1.9M |
| Colonial Trust Co / SC | 0.26% | Add +21.8% | 105,675 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.0% | 105,120 | $1.8M |
| Ellevest, Inc. | 0.27% | Add +2.0% | 99,941 | $1.7M |
| G2 Capital Management, LLC / Oh | 0.43% | Add +1.2% | 90,574 | $1.5M |
| Sawgrass Asset Management LLC | 0.17% | Reduce -4.7% | 90,202 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -75.8% | 86,288 | $1.4M |
| Exchange Capital Management, Inc. | 0.21% | Reduce -46.8% | 85,197 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +42.6% | 84,223 | $1.4M |
| Butensky & Cohen Financial Security, Inc. | 0.40% | Add +3.4% | 80,101 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +45.2% | 79,831 | $1.3M |
| Ironwood Financial, llc | 0.29% | No change | 80,552 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +37.0% | 79,067 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +74.9% | 78,826 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 72,226 | $1.2M |
| Red Spruce Capital, LLC | 0.52% | Add +13.8% | 71,935 | $1.2M |
| Legacy Private Trust Co. | 0.08% | Reduce -5.2% | 71,176 | $1.2M |
| Avior Wealth Management, LLC | 0.04% | Add +128.2% | 69,978 | $1.2M |
| ArborFi Advisors, LLC | 1.03% | Add +5.9% | 69,684 | $1.2M |
| River Wealth Advisors LLC | 0.14% | Reduce -1.2% | 69,249 | $1.2M |
"% of holder's portfolio" is BSCU's weight in each manager's 13F, not the share of Invesco Bulletshares 2030 CB the manager owns.