Invesco Bulletshares 2030 CBBSCUETF
13F holders, Q4 2025 (December 31)274holders +38
43new positions
13sold out
1famous investor
$16.92avg. 13F price*
At the end of Q4 2025, 274 institutions reported holding Invesco Bulletshares 2030 CB (BSCU) in their 13F filings, up 38 from Q3 2025. 43 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($162.4M), Aptus Capital Advisors, LLC ($153.3M) and Lido Advisors, LLC ($132.7M). One famous investor held it 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $82.2M |
| Exits | 13 | $6.0M |
All 13F filers, Q3 2025 → Q4 2025: 19,564,196 shares bought and 3,249,077 shares sold, net +16,315,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 274 holders
| Morgan Stanley | 0.01% | Add +24.1% | 9,598,976 | $162.4M |
| Aptus Capital Advisors, LLC | 1.30% | Add +5.6% | 9,060,043 | $153.3M |
| Lido Advisors, LLC | 0.53% | Add +10.2% | 7,850,122 | $132.7M |
| LPL Financial LLC | 0.02% | Add +49.3% | 5,068,013 | $85.8M |
| Raymond James Financial Inc. | 0.03% | Add +3.4% | 5,047,247 | $85.4M |
| TruWealth Advisors, LLC | 3.76% | Add +2.6% | 4,548,779 | $77.0M |
| Invesco Ltd. | 0.01% | Add +35.4% | 4,233,963 | $71.6M |
| Clearstead Advisors, LLC | 0.76% | Add +7.4% | 3,580,586 | $60.6M |
| Wells Fargo & Company | 0.01% | Add +11.5% | 2,784,246 | $47.1M |
| Royal Bank of Canada | 0.01% | Add +81.3% | 2,502,624 | $42.3M |
| Bank of America Corp. | 0.00% | Add +45.1% | 2,494,109 | $42.2M |
| Hills Bank & Trust Co | 2.45% | Add +4.7% | 2,485,698 | $42.1M |
| Atlantic Union Bankshares Corp | 0.76% | Add +8.6% | 2,393,019 | $40.5M |
| Hengehold Capital Management LLC | 3.00% | Add +3.6% | 2,107,179 | $35.7M |
| UBS Group AG | 0.01% | Add +18.5% | 2,058,778 | $34.8M |
| Brookstone Capital Management | 0.36% | New | 1,869,646 | $31.6M |
| TLWM | 5.13% | Reduce -0.5% | 1,657,229 | $28.0M |
| MAI Capital Management | 0.15% | Add +18.1% | 1,499,349 | $25.4M |
| IMA Advisory Services, Inc. | 2.30% | Add +6.7% | 1,416,186 | $24.0M |
| Motley Fool Wealth Management, LLC | 1.82% | Reduce -12.2% | 1,390,540 | $23.5M |
| Moneco Advisors, LLC | 1.81% | Add +5.1% | 1,351,092 | $22.9M |
| &partners | 0.11% | Add +9.7% | 1,283,744 | $21.7M |
| Capital Investment Counsel, LLC | 2.44% | Add +16.4% | 1,037,972 | $17.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -35.4% | 985,488 | $16.7M |
| Baird Financial Group, Inc. | 0.03% | Add +5.0% | 959,428 | $16.2M |
| Clark Asset Management, LLC | 1.67% | Add +20.2% | 951,611 | $16.1M |
| Advisors Capital Management, LLC | 0.19% | Add +5.8% | 948,973 | $16.1M |
| Foronjy Financial LLC | 6.66% | Add +4.7% | 942,490 | $15.9M |
| Focus Partners Wealth | 0.02% | Add +22.3% | 938,678 | $15.9M |
| Cwm, LLC | 0.03% | Reduce -4.0% | 758,951 | $12.8M |
| Davis R M Inc. | 0.21% | Add +56.5% | 730,328 | $12.4M |
| MML Investors Services, LLC | 0.03% | Add +42.9% | 725,925 | $12.3M |
| Osaic Holdings, Inc. | 0.02% | Add +38.5% | 692,043 | $11.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +21.5% | 658,652 | $11.1M |
| Kirr Marbach & Co. LLC | 2.11% | New | 653,537 | $11.1M |
| Asset Dedication, LLC | 0.72% | Add +28.4% | 645,966 | $10.9M |
| Cookson Peirce & Co. Inc. | 0.45% | Add +6.3% | 636,580 | $10.8M |
| Goepper Burkhardt LLC | 3.22% | Add +12.5% | 583,318 | $9.9M |
| BCS Wealth Management | 0.95% | Add +113.5% | 554,902 | $9.4M |
| Central Valley Advisors, LLC | 2.80% | Add +5.9% | 553,025 | $9.4M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.9% | 496,301 | $8.4M |
| AMJ Financial Wealth Management | 1.99% | Add +1.7% | 489,328 | $8.3M |
| Vista Investment Management | 2.63% | Add +5.8% | 470,422 | $8.0M |
| HUB Investment Partners, LLC | 0.21% | Add +7.5% | 455,163 | $7.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +1286.2% | 443,742 | $7.5M |
| GPM Growth Investors, Inc. | 2.91% | New | 440,939 | $7.5M |
| Jones Financial Companies LLLP | 0.00% | Add +42.3% | 433,388 | $7.3M |
| Cornerstone Planning, LLC | 1.68% | — | 426,805 | $7.2M |
| Marietta Wealth Management, LLC | 0.83% | Add +5.1% | 423,334 | $7.2M |
| Sanctuary Advisors, LLC | 0.04% | Add +10.5% | 422,221 | $7.1M |
| Vaughan David Investments LLC | 0.15% | Add +22.2% | 418,152 | $7.1M |
| Decker Wealth Management LLC | 1.51% | — | 406,724 | $6.9M |
| Waycross Investment Management Co | 5.67% | Reduce -0.0% | 381,292 | $6.5M |
| Modern Wealth Management, LLC | 0.12% | Add +6.1% | 376,925 | $6.4M |
| HighPoint Advisor Group LLC | 0.14% | New | 365,967 | $6.2M |
| Ameriprise Financial Inc. | 0.00% | Add +13.3% | 351,643 | $5.9M |
| Wilkins Miller Wealth Management, LLC | 3.46% | Add +20.0% | 342,936 | $5.8M |
| Addison Advisors LLC | 1.26% | Add +6.1% | 330,671 | $5.6M |
| Colonial Trust Advisors | 0.41% | Add +31.9% | 323,015 | $5.5M |
| Morton Community Bank | 1.16% | Add +16.0% | 317,690 | $5.4M |
| Stephens Inc. | 0.06% | Add +20.0% | 300,746 | $5.1M |
| NorthAvenue LLC | 3.66% | — | 261,264 | $4.4M |
| Straight Path Wealth Management | 1.18% | Add +9.6% | 258,762 | $4.4M |
| Cetera Investment Advisers | 0.00% | Add +49.1% | 257,479 | $4.4M |
| Ledgewood Wealth Advisors, LLC | 2.47% | Add +49.0% | 253,663 | $4.3M |
| Parr McKnight Wealth Management Group, LLC | 0.56% | New | 252,676 | $4.3M |
| Atria Investments, Inc | 0.05% | Add +14.4% | 239,803 | $4.1M |
| Howard Wealth Management, LLC | 1.77% | Add +196.3% | 239,796 | $4.1M |
| Legacy CG, LLC | 1.12% | Add +7.6% | 236,454 | $4.0M |
| Souders Financial Advisors | 0.46% | Add +4.6% | 235,774 | $4.0M |
| SFE Investment Counsel | 0.62% | Add +15.0% | 234,944 | $4.0M |
| Horizons Wealth Management | 2.62% | Add +4.3% | 233,014 | $3.9M |
| Truist Financial Corp. | 0.01% | Reduce -47.5% | 229,656 | $3.9M |
| ProVise Management Group, LLC | 0.27% | Add +931.6% | 227,565 | $3.9M |
| First National Bank of Omaha | 0.11% | New | 227,059 | $3.8M |
| Geneos Wealth Management Inc. | 0.09% | Add +6.3% | 222,866 | $3.8M |
| Stifel Financial Corp. | 0.00% | Add +27.7% | 216,036 | $3.7M |
| Farnam Financial LLC | 2.73% | Add +14.9% | 214,372 | $3.6M |
| Carroll Advisory Group, LLC | 1.54% | — | 211,038 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +22.2% | 208,145 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -38.9% | 202,912 | $3.4M |
| NewEdge Advisors, LLC | 0.01% | Add +27.8% | 201,506 | $3.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +1.4% | 197,517 | $3.3M |
| Novare Capital Management LLC | 0.25% | Add +2.2% | 196,267 | $3.3M |
| Coastline Complete Wealth LLC | 2.06% | — | 193,748 | $3.3M |
| Infinity Wealth Counsel, LLC | 2.97% | Add +12.8% | 192,797 | $3.3M |
| Colonial Trust Co / SC | 0.43% | Add +21.9% | 192,136 | $3.3M |
| Opulen Financial Group LLC | 2.29% | Add +9.4% | 185,626 | $3.1M |
| Carnegie Investment Counsel | 0.06% | Reduce -2.0% | 177,601 | $3.0M |
| Mgo One Seven LLC | 0.06% | Add +14.4% | 171,548 | $2.9M |
| Captrust Financial Advisors | 0.01% | Add +26.2% | 168,945 | $2.9M |
| Prospera Financial Services Inc | 0.05% | Add +1325.3% | 163,321 | $2.8M |
| Avior Wealth Management, LLC | 0.08% | Add +28.1% | 158,034 | $2.7M |
| Milestones Private Investment Advisors LLC | 1.80% | Add +7.5% | 154,698 | $2.6M |
| Ellevest, Inc. | 0.35% | Add +45.8% | 151,359 | $2.6M |
| AlphaStar Capital Management, LLC | 0.17% | New | 139,819 | $2.4M |
| Leo Wealth, LLC | 0.14% | New | 117,156 | $2.0M |
| True Vision MN LLC | 1.00% | New | 115,731 | $2.0M |
| Kohmann Bosshard Financial Services, LLC | 0.17% | Add +184.6% | 108,371 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +837.6% | 108,166 | $1.8M |
"% of holder's portfolio" is BSCU's weight in each manager's 13F, not the share of Invesco Bulletshares 2030 CB the manager owns.