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 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.1% | 107,199 | $1.8M |
| Sawgrass Asset Management LLC | 0.20% | Add +2.8% | 96,889 | $1.6M |
| Semitam Bonam LLC | 1.36% | Add +8.0% | 96,815 | $1.6M |
| G2 Capital Management, LLC / Oh | 0.38% | Add +1.1% | 92,685 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +43.8% | 91,839 | $1.6M |
| VestGen Advisors, LLC | 0.07% | Add +24.8% | 91,368 | $1.5M |
| Ironwood Financial, llc | 0.26% | Add +1.8% | 91,094 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -51.5% | 90,956 | $1.5M |
| Butensky & Cohen Financial Security, Inc. | 0.41% | Add +6.7% | 89,046 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +7.8% | 78,130 | $1.3M |
| Everpar Advisors LLC | 0.48% | Add +3.7% | 75,880 | $1.3M |
| River Wealth Advisors LLC | 0.14% | Add +4.9% | 74,800 | $1.3M |
| ArborFi Advisors, LLC | 1.02% | Reduce -1.7% | 74,357 | $1.3M |
| JPL Wealth Management, LLC | 0.29% | Add +21.4% | 70,920 | $1.2M |
| Heritage Trust Co | 0.12% | Add +31.1% | 70,341 | $1.2M |
| Independence Bank of Kentucky | 0.15% | Add +0.9% | 70,090 | $1.2M |
| Livet Wealth, LLC | 0.73% | — | 69,618 | $1.2M |
| Tradewinds Capital Management, LLC | 0.23% | Reduce -94.1% | 65,828 | $1.1M |
| Coordinated Financial Services, Inc. | 0.63% | Add +4.9% | 64,071 | $1.1M |
| Apella Capital, LLC | 0.02% | Reduce -1.0% | 63,271 | $1.1M |
| Fourpath Capital Management, LLC | 0.15% | Add +63.6% | 62,944 | $1.1M |
| Silverlake Wealth Management LLC | 0.23% | Add +80.8% | 59,421 | $1.0M |
| Continuum Wealth Advisors, LLC | 0.39% | New | 59,326 | $1.0M |
| Evexia Wealth LLC | 0.28% | Reduce -70.0% | 58,262 | $988K |
| Apeiron RIA LLC | 0.20% | Add +10.9% | 58,294 | $985K |
| Legacy Private Trust Co. | 0.06% | Reduce -10.9% | 58,131 | $984K |
| AQR Capital Management | 0.00% | Add +3.5% | 56,571 | $957K |
| XY Planning Network, Inc. | 0.17% | New | 56,366 | $954K |
| Oliver Luxxe Assets LLC | 0.14% | Add +31.3% | 56,154 | $950K |
| Western Financial Corp | 0.37% | New | 54,959 | $930K |
| Farther Finance Advisors, LLC | 0.01% | Add +223.7% | 54,475 | $922K |
| Equitable Holdings, Inc. | 0.01% | Add +84.3% | 54,065 | $915K |
| Sigma Planning Corp | 0.03% | Reduce -5.6% | 53,645 | $908K |
| Dover Advisors, LLC | 0.34% | Add +0.6% | 51,782 | $876K |
| Segment Wealth Management, LLC | 0.05% | No change | 51,670 | $874K |
| Hanover Advisors Inc. | 0.33% | Add +6.4% | 49,852 | $843K |
| Cordatus Wealth Management LLC | 0.19% | New | 49,374 | $835K |
| CRA Financial Services, LLC | 0.11% | No change | 49,240 | $833K |
| Wingate Wealth Advisors, Inc. | 0.46% | Add +197.1% | 49,158 | $832K |
| Key Financial Inc | 0.15% | Add +311.3% | 48,780 | $825K |
| Rothschild Wealth LLC | 0.08% | New | 46,788 | $792K |
| Integrated Wealth Concepts LLC | 0.01% | Add +27.2% | 46,497 | $787K |
| Principal Securities, Inc. | 0.01% | Add +23.8% | 45,688 | $773K |
| Hobbs Group Advisors, LLC | 0.23% | Add +0.6% | 44,149 | $747K |
| EP Wealth Advisors, LLC | 0.00% | — | 44,017 | $745K |
| Redmond Asset Management, LLC | 0.19% | Add +4.4% | 43,115 | $730K |
| First Command Advisory Services, Inc. | 0.01% | Add +228.9% | 42,875 | $725K |
| Keel Point, LLC | 0.04% | Add +22.8% | 42,721 | $723K |
| Tempo Wealth, LLC | 0.13% | — | 42,290 | $716K |
| HighTower Advisors, LLC | 0.00% | Add +27.7% | 41,759 | $707K |
| Newport Capital Group, LLC | 0.41% | Add +1.1% | 40,033 | $677K |
| Allen Capital Group, LLC | 0.06% | Add +5.3% | 39,498 | $668K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.4% | 39,016 | $660K |
| Sax Wealth Advisors, LLC | 0.03% | Add +1.3% | 37,232 | $630K |
| Comerica Bank | 0.00% | Reduce -3.6% | 35,545 | $601K |
| Accurate Wealth Management, LLC | 0.07% | Add +136.2% | 34,818 | $589K |
| Creative Planning | 0.00% | Reduce -14.7% | 34,439 | $583K |
| First City Capital Management, Inc. | 0.31% | Add +2.1% | 34,333 | $581K |
| Independent Financial Group, LLC | 0.01% | Add +56.2% | 33,935 | $574K |
| Goldman Sachs Group Inc. | 0.00% | No change | 32,880 | $556K |
| Capital Analysts, LLC | 0.02% | Add +0.5% | 32,383 | $548K |
| AA Financial Advisors, LLC | 0.10% | Add +2.1% | 31,918 | $540K |
| JM2 Capital Inc. | 0.43% | — | 31,728 | $537K |
| Axis Wealth Partners, LLC | 0.29% | Add +76.1% | 30,948 | $524K |
| Prosperity Wealth Management, Inc. | 0.17% | Add +89.9% | 30,000 | $508K |
| Western Wealth Management, LLC | 0.02% | No change | 29,875 | $505K |
| Kessler Investment Group, LLC | 0.21% | New | 29,545 | $500K |
| Private Management Group Inc. | 0.01% | Reduce -2.2% | 29,500 | $499K |
| Roundview Capital LLC | 0.03% | New | 28,054 | $475K |
| Quartz Partners, LLC | 0.17% | Reduce -12.2% | 27,538 | $466K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 27,034 | $457K |
| Sensible Money, LLC | 0.14% | Add +36.4% | 26,796 | $453K |
| Golden Reserve Retirement LLC | 0.08% | New | 26,464 | $448K |
| Red Spruce Capital, LLC | 0.17% | Reduce -65.1% | 26,254 | $438K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +1.7% | 25,115 | $425K |
| Redwood Financial Network Corp | 0.27% | Add +16.3% | 25,079 | $424K |
| Waverly Advisors, LLC | 0.00% | Add +0.8% | 24,970 | $422K |
| Wealth Quarterback LLC | 0.15% | Add +37.1% | 24,513 | $415K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 24,428 | $413K |
| Bitterroot Capital Advisors LLC | 0.26% | — | 22,201 | $376K |
| Gilbert Capital Group, Inc. | 0.28% | Reduce -9.7% | 22,044 | $373K |
| Kingsview Wealth Management, LLC | 0.01% | Add +33.8% | 22,025 | $373K |
| Meridian Financial Partners LLC | 0.15% | No change | 21,905 | $369K |
| GTS Securities LLC | 0.01% | Add +19.1% | 21,200 | $359K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +14.4% | 21,004 | $355K |
| Legacy Wealth Partners, LLC | 0.09% | — | 20,558 | $348K |
| Capital Investment Advisors, LLC | 0.01% | Add +8.4% | 20,483 | $347K |
| Aprio Wealth Management, LLC | 0.02% | New | 20,336 | $344K |
| Arkadios Wealth Advisors | 0.01% | New | 20,012 | $339K |
| Laurel Wealth Advisors LLC | 0.04% | Add +74.8% | 19,820 | $335K |
| Cambridge Financial Group, LLC | 0.12% | Add +7.6% | 20,279 | $335K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -42.5% | 19,410 | $328K |
| Old Mission Capital LLC | 0.01% | New | 19,080 | $323K |
| Larson Financial Group LLC | 0.01% | Reduce -2.3% | 19,054 | $322K |
| Legacy Wealth Management, LLC / MS | 0.09% | Add +25.5% | 19,032 | $322K |
| Strategic Family Wealth Counselors, L.L.C. | 0.07% | Add +74.2% | 18,939 | $319K |
| First Horizon Corp. | 0.01% | Reduce -3.8% | 18,545 | $314K |
| First Fiduciary Investment Counsel, Inc. | 0.06% | New | 17,805 | $301K |
| Diversify Advisory Services, LLC | 0.01% | Add +1.3% | 17,746 | $300K |
| Summit Financial, LLC | 0.00% | Add +11.7% | 17,703 | $300K |
| Compound Planning, Inc. | 0.01% | Reduce -28.4% | 17,455 | $295K |
| Bill Few Associates, Inc. | 0.07% | Add +41.5% | 17,160 | $290K |
| Venture Visionary Partners LLC | 0.01% | New | 17,071 | $289K |
| United Capital Financial Advisors, LLC | 0.00% | Add +46.5% | 16,591 | $281K |
| Kickstand Ventures, Llc. | 0.06% | No change | 16,390 | $277K |
| Diversified Portfolios, Inc. | 0.02% | New | 16,176 | $274K |
| Goodman Financial Corp | 0.05% | New | 16,140 | $273K |
| HB Wealth Management, LLC | 0.00% | Add +24.2% | 15,838 | $268K |
| Insight Wealth Partners, LLC | 0.11% | No change | 15,818 | $268K |
| YANKCOM Partnership | 0.11% | Add +29.1% | 15,750 | $266K |
| DAVENPORT & Co LLC | 0.00% | No change | 15,455 | $261K |
| Montag A & Associates Inc. | 0.01% | Add +11.0% | 15,167 | $257K |
| Mariner, LLC | 0.00% | New | 14,904 | $252K |
| RPg Family Wealth Advisory, LLC | 0.06% | New | 14,775 | $250K |
| Whitener Capital Management, Inc. | 0.06% | Add +15.0% | 14,698 | $249K |
| American Institute for Advanced Investment Management, LLP | 0.15% | Add +16.7% | 13,820 | $234K |
| Unified Investment Management | 0.23% | No change | 13,570 | $230K |
| Clearstead Trust, LLC | 0.04% | New | 13,567 | $230K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 12,974 | $220K |
| Valmark Advisers, Inc. | 0.00% | New | 12,755 | $216K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +11.1% | 12,631 | $214K |
| Thrivent Financial for Lutherans | 0.00% | New | 12,317 | $208K |
| Davis Capital Management | 0.14% | Add +0.5% | 12,267 | $208K |
| ETF Portfolio Partners, Inc. | 0.05% | No change | 12,191 | $206K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 12,133 | $205K |
| Ancora Advisors LLC | 0.00% | No change | 12,064 | $204K |
| Benjamin Edwards Inc. | 0.00% | No change | 12,044 | $204K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 12,016 | $203K |
| Virtue Asset Management LLC | 0.17% | Reduce -5.6% | 12,004 | $203K |
| Darden Wealth Group Inc | 0.10% | No change | 12,000 | $203K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 11,328 | $192K |
| Greatmark Investment Partners, Inc. | 0.02% | No change | 11,150 | $189K |
| Sentinel Pension Advisors, LLC | 0.03% | New | 10,963 | $185K |
| Nicholas Hoffman & Company, LLC. | 0.00% | No change | 10,940 | $185K |
| Koss-Olinger Consulting, LLC | 0.01% | No change | 10,409 | $176K |
| John W. Brooker & Co., CPAs | 0.31% | New | 10,342 | $175K |
| Savvy Advisors, Inc. | 0.01% | New | 10,301 | $174K |
| Net Worth Advisory Group | 0.03% | New | 10,025 | $170K |
| Allworth Financial LP | 0.00% | Add +7.4% | 9,455 | $160K |
| JPMorgan Chase & Co. | 0.00% | Reduce -96.4% | 8,792 | $149K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.6% | 7,196 | $122K |
| US Bancorp \de | 0.00% | No change | 6,867 | $116K |
| Private Trust Co. NA | 0.01% | New | 6,185 | $105K |
| Eastern Bank | 0.00% | Reduce -34.3% | 5,789 | $98K |
| Marquette Asset Management, LLC | 0.01% | Add +3.4% | 5,394 | $91K |
| Crews Bank & Trust | 0.01% | Add +223.6% | 5,340 | $90K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 3,974 | $67K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,913 | $66K |
| FMR LLC | 0.00% | Add +105.2% | 3,894 | $66K |
| Sarver Vrooman Wealth Advisors | 0.04% | No change | 3,642 | $62K |
| IFP Advisors, Inc | 0.00% | Add +0.3% | 3,315 | $56K |
| International Assets Investment Management, LLC | 0.00% | New | 3,151 | $53K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.1% | 3,024 | $51K |
| Noble Wealth Management PBC | 0.03% | No change | 3,000 | $51K |
| Old Second National Bank of Aurora | 0.01% | No change | 2,960 | $50K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 2,695 | $46K |
| AlphaCore Capital LLC | 0.00% | New | 2,007 | $34K |
| Global Retirement Partners, LLC | 0.00% | Add +71.3% | 1,360 | $23K |
| Smithfield Trust Co | 0.00% | No change | 1,280 | $21K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,176 | $20K |
| Blue Trust, Inc. | 0.00% | New | 1,130 | $19K |
| West Branch Capital LLC | 0.00% | Add +0.4% | 1,064 | $18K |
| Rossby Financial, LCC | 0.00% | Reduce -42.0% | 845 | $14K |
| Fifth Third Bancorp | 0.00% | Add +66.8% | 834 | $14K |
| Lanark Financial, Inc. | 0.00% | Reduce -98.2% | 801 | $14K |
| BankPlus Trust Department | 0.00% | No change | 605 | $10K |
| AE Wealth Management LLC | 0.00% | Reduce -76.3% | 439 | $7K |
| Align Financial, LLC | 0.00% | — | 6,633 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +1.2% | 349 | $6K |
| Sound Income Strategies, LLC | 0.00% | Add +26400.0% | 265 | $4K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.3% | 162 | $3K |
| Evolution Wealth Management Inc. | 0.00% | No change | 35 | $592 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -99.8% | 8 | $135 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -100.0% | 5 | $85 |
"% of holder's portfolio" is BSCU's weight in each manager's 13F, not the share of Invesco Bulletshares 2030 CB the manager owns.