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 |
| AlphaStar Capital Management, LLC | 0.18% | Add +7.0% | 149,660 | $2.5M |
| Fourpath Capital Management, LLC | 0.34% | Add +122.8% | 140,209 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +35.7% | 124,598 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.5% | 121,645 | $2.0M |
| Leo Wealth, LLC | 0.14% | Add +1.7% | 119,184 | $2.0M |
| True Vision MN LLC | 1.03% | Add +2.8% | 118,937 | $2.0M |
| VestGen Advisors, LLC | 0.05% | Add +27.3% | 116,311 | $1.9M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +4.6% | 113,157 | $1.9M |
| Kohmann Bosshard Financial Services, LLC | 0.18% | Add +2.7% | 111,320 | $1.9M |
| Semitam Bonam LLC | 1.48% | Add +12.2% | 108,645 | $1.8M |
| Heritage Trust Co | 0.18% | Add +52.0% | 106,951 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -52.6% | 98,717 | $1.7M |
| Sawgrass Asset Management LLC | 0.24% | Reduce -0.8% | 96,154 | $1.6M |
| Butensky & Cohen Financial Security, Inc. | 0.42% | Add +6.6% | 94,951 | $1.6M |
| G2 Capital Management, LLC / Oh | 0.38% | Add +1.1% | 93,717 | $1.6M |
| Ironwood Financial, llc | 0.27% | Add +0.3% | 91,385 | $1.5M |
| Silverlake Wealth Management LLC | 0.30% | Add +42.9% | 84,913 | $1.4M |
| Red Spruce Capital, LLC | 0.58% | Add +221.7% | 84,465 | $1.4M |
| River Wealth Advisors LLC | 0.16% | Add +9.8% | 82,160 | $1.4M |
| Everpar Advisors LLC | 0.47% | Add +7.5% | 81,549 | $1.4M |
| Livet Wealth, LLC | 0.85% | Add +15.3% | 80,260 | $1.3M |
| ArborFi Advisors, LLC | 1.07% | Add +5.8% | 78,641 | $1.3M |
| Meridian Financial Partners LLC | 0.50% | Add +255.4% | 77,848 | $1.3M |
| Capital Analysts, LLC | 0.03% | Add +139.5% | 77,566 | $1.3M |
| Independence Bank of Kentucky | 0.16% | Add +9.8% | 76,975 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -2.0% | 76,562 | $1.3M |
| CRA Financial Services, LLC | 0.16% | Add +53.8% | 75,735 | $1.3M |
| JPL Wealth Management, LLC | 0.28% | Add +3.3% | 73,254 | $1.2M |
| AA Financial Advisors, LLC | 0.17% | Add +128.8% | 73,033 | $1.2M |
| Apeiron RIA LLC | 0.27% | Add +21.7% | 70,946 | $1.2M |
| Evexia Wealth LLC | 0.32% | Add +17.3% | 68,367 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +43.3% | 66,638 | $1.1M |
| Oliver Luxxe Assets LLC | 0.16% | Add +14.2% | 64,098 | $1.1M |
| Golden Reserve Retirement LLC | 0.22% | Add +140.4% | 63,631 | $1.1M |
| Continuum Wealth Advisors, LLC | 0.44% | Add +7.1% | 63,519 | $1.1M |
| Coordinated Financial Services, Inc. | 0.61% | Reduce -2.8% | 62,253 | $1.0M |
| Tempo Wealth, LLC | 0.18% | Add +46.3% | 61,856 | $1.0M |
| Camelot Portfolios, LLC | 0.78% | New | 61,798 | $1.0M |
| Apella Capital, LLC | 0.02% | Reduce -3.2% | 61,219 | $1.0M |
| Laurel Wealth Advisors LLC | 0.10% | Add +201.8% | 59,816 | $1.0M |
| Legacy Private Trust Co. | 0.06% | No change | 58,131 | $972K |
| Segment Wealth Management, LLC | 0.05% | Add +7.7% | 55,655 | $931K |
| Equitable Holdings, Inc. | 0.01% | Add +1.3% | 54,760 | $927K |
| Cordatus Wealth Management LLC | 0.22% | Add +12.2% | 55,395 | $926K |
| Hanover Advisors Inc. | 0.37% | Add +9.9% | 54,808 | $916K |
| Western Financial Corp | 0.35% | Reduce -1.4% | 54,176 | $906K |
| Old Port Advisors | 0.21% | New | 53,442 | $894K |
| Principal Securities, Inc. | 0.01% | Add +14.9% | 52,501 | $878K |
| First City Capital Management, Inc. | 0.46% | Add +51.0% | 51,825 | $866K |
| Dover Advisors, LLC | 0.36% | No change | 51,782 | $866K |
| Wingate Wealth Advisors, Inc. | 0.45% | Add +3.4% | 50,831 | $850K |
| Whitener Capital Management, Inc. | 0.19% | Add +244.1% | 50,570 | $845K |
| Key Financial Inc | 0.15% | Add +2.5% | 49,989 | $836K |
| Keel Point, LLC | 0.05% | Add +14.8% | 49,027 | $820K |
| Harbour Investments, Inc. | 0.01% | Add +24.9% | 48,736 | $815K |
| Sigma Planning Corp | 0.02% | Reduce -10.7% | 47,928 | $801K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -12.6% | 47,591 | $796K |
| First Command Advisory Services, Inc. | 0.01% | Add +9.6% | 46,972 | $785K |
| Rothschild Wealth LLC | 0.07% | No change | 46,788 | $782K |
| Cypress Wealth Services, LLC | 0.11% | New | 46,507 | $778K |
| Redmond Asset Management, LLC | 0.21% | Add +6.4% | 45,892 | $767K |
| Hobbs Group Advisors, LLC | 0.22% | Add +0.6% | 44,431 | $743K |
| AQR Capital Management | 0.00% | Reduce -25.4% | 42,195 | $705K |
| HighTower Advisors, LLC | 0.00% | Add +0.7% | 42,053 | $703K |
| Accurate Wealth Management, LLC | 0.08% | Add +20.1% | 41,815 | $701K |
| Fifth Third Bancorp | 0.00% | Add +4863.7% | 41,397 | $692K |
| Newport Capital Group, LLC | 0.41% | No change | 40,033 | $669K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 37,232 | $630K |
| Creative Planning | 0.00% | Add +7.7% | 37,085 | $620K |
| Allen Capital Group, LLC | 0.06% | Reduce -6.8% | 36,822 | $616K |
| Legacy Wealth Management, LLC / MS | 0.16% | Add +80.6% | 34,372 | $575K |
| JM2 Capital Inc. | 0.48% | Add +8.1% | 34,288 | $573K |
| Independent Financial Group, LLC | 0.01% | Add +0.3% | 34,055 | $569K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -23.3% | 33,768 | $565K |
| Redwood Financial Network Corp | 0.37% | Add +33.2% | 33,407 | $559K |
| Goldman Sachs Group Inc. | 0.00% | No change | 32,880 | $550K |
| Foundations Investment Advisors, LLC | 0.01% | New | 31,977 | $535K |
| Sensible Money, LLC | 0.16% | Add +18.4% | 31,735 | $531K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +16.8% | 31,584 | $528K |
| Axis Wealth Partners, LLC | 0.27% | Reduce -0.3% | 30,844 | $516K |
| Kessler Investment Group, LLC | 0.24% | Add +1.6% | 30,013 | $502K |
| Western Wealth Management, LLC | 0.02% | No change | 29,875 | $499K |
| Private Management Group Inc. | 0.01% | Add +0.4% | 29,615 | $495K |
| Aprio Wealth Management, LLC | 0.03% | Add +45.5% | 29,594 | $495K |
| Wealth Quarterback LLC | 0.19% | Add +17.5% | 28,797 | $481K |
| Roundview Capital LLC | 0.03% | No change | 28,054 | $469K |
| Quartz Partners, LLC | 0.18% | No change | 27,538 | $460K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 26,544 | $444K |
| Private Trust Co. NA | 0.04% | Add +312.5% | 25,512 | $427K |
| Net Worth Advisory Group | 0.09% | Add +153.8% | 25,446 | $425K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +0.9% | 25,345 | $424K |
| Waverly Advisors, LLC | 0.00% | Add +1.4% | 25,315 | $423K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -5.3% | 23,138 | $387K |
| RPg Family Wealth Advisory, LLC | 0.08% | Add +54.6% | 22,841 | $382K |
| American Institute for Advanced Investment Management, LLP | 0.25% | Add +65.2% | 22,830 | $382K |
| Mission Wealth Management, LP | 0.01% | New | 22,669 | $379K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.6% | 22,160 | $370K |
| Mariner, LLC | 0.00% | Add +48.6% | 22,151 | $370K |
| Arkadios Wealth Advisors | 0.01% | Add +8.4% | 21,698 | $363K |
| United Capital Financial Advisors, LLC | 0.00% | Add +28.2% | 21,272 | $355K |
| Old National Bancorp | 0.01% | New | 21,138 | $353K |
| Gilbert Capital Group, Inc. | 0.27% | Reduce -4.4% | 21,075 | $352K |
| HB Wealth Management, LLC | 0.00% | Add +32.8% | 21,030 | $352K |
| Mercer Global Advisors Inc. | 0.00% | Add +7.9% | 20,940 | $350K |
| Capital Investment Advisors, LLC | 0.01% | Add +2.2% | 20,938 | $350K |
| First Fiduciary Investment Counsel, Inc. | 0.07% | Add +16.7% | 20,785 | $348K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -2.1% | 20,557 | $344K |
| Meriwether Wealth & Planning, LLC | 0.19% | New | 20,479 | $342K |
| Cambridge Financial Group, LLC | 0.11% | Reduce -0.4% | 20,198 | $338K |
| JPMorgan Chase & Co. | 0.00% | Add +129.9% | 20,210 | $336K |
| Legacy Wealth Partners, LLC | 0.08% | Reduce -2.2% | 20,110 | $336K |
| Susquehanna International Group, LLP | 0.00% | New | 19,954 | $334K |
| Diversify Wealth Management, LLC | 0.01% | New | 19,316 | $322K |
| XY Planning Network, Inc. | 0.05% | Reduce -65.8% | 19,265 | $322K |
| Larson Financial Group LLC | 0.01% | Add +0.7% | 19,187 | $321K |
| Strategic Family Wealth Counselors, L.L.C. | 0.08% | Add +0.6% | 19,043 | $318K |
| Summit Financial, LLC | 0.00% | Add +1.9% | 18,047 | $302K |
| First Horizon Corp. | 0.01% | Reduce -4.3% | 17,745 | $297K |
| Venture Visionary Partners LLC | 0.01% | Add +3.2% | 17,612 | $294K |
| Bill Few Associates, Inc. | 0.07% | No change | 17,160 | $287K |
| Bitterroot Capital Advisors LLC | 0.17% | Reduce -25.9% | 16,460 | $275K |
| Kickstand Ventures, Llc. | 0.06% | No change | 16,390 | $274K |
| Valmark Advisers, Inc. | 0.00% | Add +27.6% | 16,281 | $272K |
| Goodman Financial Corp | 0.05% | No change | 16,140 | $270K |
| Insight Wealth Partners, LLC | 0.11% | Add +1.9% | 16,117 | $269K |
| YANKCOM Partnership | 0.11% | No change | 15,750 | $263K |
| DAVENPORT & Co LLC | 0.00% | No change | 15,455 | $258K |
| Greatmark Investment Partners, Inc. | 0.03% | Add +37.1% | 15,285 | $256K |
| Montag A & Associates Inc. | 0.01% | No change | 15,167 | $254K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -17.6% | 14,628 | $244K |
| Unified Investment Management | 0.23% | No change | 13,570 | $227K |
| Clearstead Trust, LLC | 0.04% | Reduce -3.9% | 13,041 | $218K |
| Strid Group, LLC | 0.03% | New | 12,857 | $215K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +1.7% | 12,850 | $215K |
| Davis Capital Management | 0.14% | Reduce -0.5% | 12,209 | $204K |
| ETF Portfolio Partners, Inc. | 0.05% | No change | 12,191 | $204K |
| Ancora Advisors LLC | 0.00% | No change | 12,064 | $202K |
| Benjamin Edwards Inc. | 0.00% | No change | 12,044 | $201K |
| Virtue Asset Management LLC | 0.16% | No change | 12,004 | $201K |
| Darden Wealth Group Inc | 0.10% | No change | 12,000 | $201K |
| Wagner Wealth Management, Corp | 0.18% | New | 11,975 | $200K |
| Integris Wealth Management, LLC | 0.05% | New | 11,953 | $200K |
| Maridea Wealth Management LLC | 0.03% | New | 11,757 | $197K |
| Webster Bank, N. A. | 0.02% | New | 11,757 | $197K |
| Commonwealth Financial Services, LLC | 0.03% | New | 11,671 | $195K |
| Sentinel Pension Advisors, LLC | 0.03% | Add +1.0% | 11,074 | $185K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 11,082 | $185K |
| Gateway Wealth Partners, LLC | 0.01% | New | 10,992 | $184K |
| Nicholas Hoffman & Company, LLC. | 0.00% | No change | 10,940 | $183K |
| RFG Advisory, LLC | 0.00% | New | 10,765 | $180K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 10,657 | $178K |
| US Bancorp \de | 0.00% | Add +53.7% | 10,555 | $176K |
| John W. Brooker & Co., CPAs | 0.28% | Add +1.6% | 10,512 | $176K |
| Koss-Olinger Consulting, LLC | 0.01% | No change | 10,409 | $174K |
| Savvy Advisors, Inc. | 0.00% | No change | 10,301 | $172K |
| Pacific Wealth Strategies Group, Inc. | 0.10% | New | 10,000 | $167K |
| Anchor Investment Management, LLC | 0.01% | New | 9,835 | $164K |
| Allworth Financial LP | 0.00% | Add +1.6% | 9,605 | $161K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 9,335 | $156K |
| Advisory Services Network, LLC | 0.00% | New | 9,229 | $154K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +21.0% | 8,705 | $146K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.0% | 6,481 | $108K |
| IFP Advisors, Inc | 0.00% | Add +86.8% | 6,194 | $104K |
| United Community Bank | 0.03% | New | 5,500 | $92K |
| Marquette Asset Management, LLC | 0.01% | No change | 5,394 | $90K |
| Crews Bank & Trust | 0.01% | No change | 5,340 | $89K |
| FMR LLC | 0.00% | Add +22.9% | 4,784 | $80K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +51200.0% | 4,104 | $69K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 3,974 | $66K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,913 | $65K |
| International Assets Investment Management, LLC | 0.00% | Add +18.7% | 3,740 | $63K |
| Sarver Vrooman Wealth Advisors | 0.04% | No change | 3,642 | $61K |
| AdvisorNet Financial, Inc | 0.00% | Add +191.9% | 3,433 | $57K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.1% | 3,058 | $51K |
| Eastern Bank | 0.00% | Reduce -47.6% | 3,032 | $51K |
| Noble Wealth Management PBC | 0.03% | No change | 3,000 | $50K |
| Old Second National Bank of Aurora | 0.01% | No change | 2,960 | $49K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +0.2% | 2,700 | $45K |
| Intentional Wealth Strategies, LLC | 0.04% | — | 2,408 | $40K |
| Ascentis Independent Advisors | 0.00% | New | 2,125 | $36K |
| AlphaCore Capital LLC | 0.00% | No change | 2,007 | $34K |
| Rossby Financial, LCC | 0.01% | Add +79.6% | 1,518 | $25K |
| Smithfield Trust Co | 0.00% | No change | 1,280 | $21K |
| City State Bank | 0.01% | New | 1,177 | $20K |
| West Branch Capital LLC | 0.00% | Add +1.1% | 1,076 | $18K |
| Topsail Wealth Management, LLC | 0.00% | New | 950 | $16K |
| Lanark Financial, Inc. | 0.00% | Add +1.8% | 815 | $14K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -98.9% | 734 | $12K |
| BankPlus Trust Department | 0.00% | No change | 605 | $10K |
| IFG Advisory, LLC | 0.02% | New | 500 | $8K |
| Vanguard Advisers Inc. | 0.00% | — | 500 | $8K |
| AE Wealth Management LLC | 0.00% | No change | 439 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 416 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.9% | 352 | $6K |
| Sound Income Strategies, LLC | 0.00% | No change | 265 | $4K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.2% | 164 | $3K |
| Evolution Wealth Management Inc. | 0.00% | No change | 35 | $585 |
| GAMMA Investing LLC | 0.00% | New | 33 | $552 |
| Smartleaf Asset Management LLC | 0.00% | No change | 5 | $83 |
"% of holder's portfolio" is BSCU's weight in each manager's 13F, not the share of Invesco Bulletshares 2030 CB the manager owns.