Invesco Bulletshares 2030 CBBSCUETF
13F holders, Q1 2026 (March 31)299holders +25
37new positions
12sold out
2famous investors
$16.72avg. 13F price*
At the end of Q1 2026, 299 institutions reported holding Invesco Bulletshares 2030 CB (BSCU) in their 13F filings, up 25 from Q4 2025. 37 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($178.7M), Aptus Capital Advisors, LLC ($154.2M) and Lido Advisors, LLC ($141.1M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $45.5M |
| Exits | 12 | $6.3M |
All 13F filers, Q4 2025 → Q1 2026: 11,927,972 shares bought and 1,604,640 shares sold, net +10,323,332 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 299 holders
| Morgan Stanley | 0.01% | Add +11.3% | 10,688,308 | $178.7M |
| Aptus Capital Advisors, LLC | 1.30% | Add +1.8% | 9,225,294 | $154.2M |
| Lido Advisors, LLC | 0.56% | Add +7.5% | 8,438,015 | $141.1M |
| Raymond James Financial Inc. | 0.03% | Add +2.0% | 5,147,847 | $86.1M |
| LPL Financial LLC | 0.02% | Add +1.1% | 5,124,848 | $85.7M |
| TruWealth Advisors, LLC | 3.76% | Add +2.9% | 4,680,408 | $78.3M |
| Invesco Ltd. | 0.01% | Add +4.0% | 4,405,136 | $73.6M |
| Clearstead Advisors, LLC | 0.58% | Add +6.7% | 3,820,540 | $63.9M |
| Wells Fargo & Company | 0.01% | Add +16.9% | 3,254,571 | $54.4M |
| Bank of America Corp. | 0.00% | Add +11.5% | 2,780,691 | $46.5M |
| Royal Bank of Canada | 0.01% | Add +5.5% | 2,639,665 | $44.1M |
| Hills Bank & Trust Co | 2.12% | Add +5.5% | 2,621,207 | $43.8M |
| Atlantic Union Bankshares Corp | 0.84% | Add +9.0% | 2,608,754 | $43.6M |
| UBS Group AG | 0.01% | Add +7.7% | 2,216,757 | $37.1M |
| Hengehold Capital Management LLC | 3.15% | Add +2.3% | 2,156,089 | $36.0M |
| &partners | 0.16% | Add +49.0% | 1,912,512 | $31.9M |
| Brookstone Capital Management | 0.36% | Add +1.8% | 1,903,876 | $31.8M |
| TLWM | 5.44% | Add +9.0% | 1,805,663 | $30.2M |
| MAI Capital Management | 0.16% | Add +11.6% | 1,673,196 | $28.0M |
| IMA Advisory Services, Inc. | 2.37% | Add +2.3% | 1,448,572 | $24.2M |
| Moneco Advisors, LLC | 1.84% | Add +5.2% | 1,420,995 | $23.8M |
| Capital Investment Counsel, LLC | 2.68% | Add +12.6% | 1,168,992 | $19.5M |
| Clark Asset Management, LLC | 1.82% | Add +21.7% | 1,157,736 | $19.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.5% | 1,138,622 | $19.0M |
| Motley Fool Wealth Management, LLC | 1.98% | Reduce -24.5% | 1,049,383 | $17.5M |
| Baird Financial Group, Inc. | 0.03% | Add +4.2% | 999,401 | $16.7M |
| Foronjy Financial LLC | 6.70% | Add +2.3% | 963,719 | $16.1M |
| Focus Partners Wealth | 0.02% | Add +2.3% | 959,962 | $16.0M |
| Advisors Capital Management, LLC | 0.19% | Add +0.7% | 955,693 | $16.0M |
| Davis R M Inc. | 0.24% | Add +10.7% | 808,747 | $13.5M |
| Osaic Holdings, Inc. | 0.02% | Add +10.3% | 763,061 | $12.8M |
| Asset Dedication, LLC | 0.84% | Add +11.1% | 717,414 | $12.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +5.1% | 692,248 | $11.6M |
| Kirr Marbach & Co. LLC | 2.10% | Add +5.5% | 689,400 | $11.5M |
| MML Investors Services, LLC | 0.03% | Reduce -5.9% | 683,399 | $11.4M |
| CVFG LLC | 1.39% | New | 670,503 | $11.2M |
| Cwm, LLC | 0.03% | Reduce -12.9% | 661,157 | $11.1M |
| Janney Montgomery Scott LLC | 0.03% | Add +30.8% | 648,957 | $10.8M |
| Cookson Peirce & Co. Inc. | 0.46% | Add +1.5% | 646,116 | $10.8M |
| Central Valley Advisors, LLC | 2.91% | Add +15.2% | 637,269 | $10.7M |
| Goepper Burkhardt LLC | 3.45% | Add +5.9% | 617,619 | $10.3M |
| NewEdge Advisors, LLC | 0.03% | Add +183.6% | 571,449 | $9.6M |
| Cornerstone Planning, LLC | 2.14% | Add +32.9% | 567,021 | $9.5M |
| Jones Financial Companies LLLP | 0.00% | Add +27.4% | 551,941 | $9.2M |
| Independent Advisor Alliance | 0.09% | New | 509,239 | $8.5M |
| Ameriprise Financial Inc. | 0.00% | Add +44.5% | 508,021 | $8.5M |
| AMJ Financial Wealth Management | 1.94% | Reduce -0.0% | 489,231 | $8.2M |
| Vista Investment Management | 2.69% | Add +1.9% | 479,552 | $8.0M |
| HUB Investment Partners, LLC | 0.20% | Add +5.2% | 478,616 | $8.0M |
| Vaughan David Investments LLC | 0.16% | Add +11.6% | 466,464 | $7.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +3.2% | 457,911 | $7.7M |
| GPM Growth Investors, Inc. | 3.21% | Add +3.7% | 457,241 | $7.6M |
| Sanctuary Advisors, LLC | 0.04% | Add +7.5% | 453,873 | $7.6M |
| Marietta Wealth Management, LLC | 0.89% | Add +5.6% | 446,909 | $7.5M |
| Decker Wealth Management LLC | 1.63% | Add +5.8% | 430,184 | $7.2M |
| Modern Wealth Management, LLC | 0.11% | Reduce -0.7% | 374,410 | $6.3M |
| ProVise Management Group, LLC | 0.45% | Add +64.5% | 374,385 | $6.3M |
| Waycross Investment Management Co | 5.88% | Reduce -3.4% | 368,183 | $6.2M |
| Wilkins Miller Wealth Management, LLC | 3.71% | Add +7.0% | 366,781 | $6.1M |
| Cetera Investment Advisers | 0.01% | Add +42.3% | 366,431 | $6.1M |
| Colonial Trust Advisors | 0.47% | Add +12.4% | 363,052 | $6.1M |
| Citadel Advisors | 0.00% | New | 362,811 | $6.1M |
| Addison Advisors LLC | 1.31% | Add +7.1% | 354,188 | $5.9M |
| Parr McKnight Wealth Management Group, LLC | 0.77% | Add +38.9% | 350,831 | $5.9M |
| Morton Community Bank | 1.18% | Add +2.3% | 324,935 | $5.4M |
| Stephens Inc. | 0.07% | Add +4.3% | 313,580 | $5.2M |
| Ledgewood Wealth Advisors, LLC | 2.73% | Add +14.2% | 289,718 | $4.8M |
| Gladstone Institutional Advisory LLC | 0.18% | New | 286,629 | $4.8M |
| Carroll Advisory Group, LLC | 1.86% | Add +35.6% | 286,149 | $4.8M |
| BCS Wealth Management | 0.95% | Reduce -49.7% | 279,332 | $4.7M |
| Straight Path Wealth Management | 1.21% | Add +5.0% | 271,731 | $4.5M |
| NorthAvenue LLC | 3.58% | Add +3.0% | 269,116 | $4.5M |
| HighPoint Advisor Group LLC | 0.18% | Reduce -29.4% | 258,427 | $4.3M |
| SFE Investment Counsel | 0.69% | Add +9.4% | 257,115 | $4.3M |
| Howard Wealth Management, LLC | 1.79% | Add +6.3% | 254,823 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +22.9% | 249,359 | $4.2M |
| Atria Investments, Inc | 0.05% | Add +3.8% | 248,943 | $4.2M |
| Souders Financial Advisors | 0.46% | Add +3.3% | 243,575 | $4.1M |
| Carnegie Investment Counsel | 0.08% | Add +35.8% | 241,190 | $4.0M |
| Geneos Wealth Management Inc. | 0.09% | Add +5.3% | 234,725 | $3.9M |
| Stifel Financial Corp. | 0.00% | Add +8.2% | 233,812 | $3.9M |
| Horizons Wealth Management | 2.58% | Reduce -0.5% | 231,938 | $3.9M |
| Coastline Complete Wealth LLC | 2.40% | Add +19.6% | 231,668 | $3.9M |
| Farnam Financial LLC | 3.15% | Add +6.8% | 228,922 | $3.8M |
| Truist Financial Corp. | 0.00% | Reduce -9.0% | 208,992 | $3.5M |
| Opulen Financial Group LLC | 2.43% | Add +11.3% | 206,535 | $3.5M |
| Captrust Financial Advisors | 0.01% | Add +21.3% | 204,998 | $3.4M |
| Jane Street Group, LLC | 0.00% | New | 202,657 | $3.4M |
| Colonial Trust Co / SC | 0.46% | Add +5.3% | 202,413 | $3.4M |
| S.E.E.D. Planning Group LLC | 0.98% | New | 201,966 | $3.4M |
| Novare Capital Management LLC | 0.27% | Add +2.2% | 200,631 | $3.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +1.4% | 200,282 | $3.3M |
| Infinity Wealth Counsel, LLC | 3.00% | Add +1.3% | 195,269 | $3.3M |
| Mgo One Seven LLC | 0.06% | Add +6.7% | 183,014 | $3.1M |
| First National Bank of Omaha | 0.09% | Reduce -21.1% | 179,094 | $3.0M |
| Prospera Financial Services Inc | 0.05% | Add +2.8% | 167,894 | $2.8M |
| Avior Wealth Management, LLC | 0.08% | Add +4.3% | 164,815 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Add +71.0% | 155,486 | $2.6M |
| Milestones Private Investment Advisors LLC | 2.27% | Reduce -0.6% | 153,787 | $2.6M |
| Ellevest, Inc. | 0.36% | Add +1.0% | 152,829 | $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.