Invesco Bulletshares 2030 CBBSCUETF
13F holders, Q2 2026 (June 30)310holders +11
31new positions
15sold out
2famous investors
$16.65avg. 13F price*
At the end of Q2 2026, 310 institutions reported holding Invesco Bulletshares 2030 CB (BSCU) in their 13F filings, up 11 from Q1 2026. 31 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($181.6M), Aptus Capital Advisors, LLC ($156.3M) and Lido Advisors, LLC ($139.1M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $58.3M |
| Exits | 15 | $30.3M |
All 13F filers, Q1 2026 → Q2 2026: 17,541,041 shares bought and 4,653,209 shares sold, net +12,887,832 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 310 holders
| Morgan Stanley | 0.01% | Add +2.1% | 10,913,052 | $181.6M |
| Aptus Capital Advisors, LLC | 1.14% | Add +1.8% | 9,388,158 | $156.3M |
| Lido Advisors, LLC | 0.50% | Reduce -0.9% | 8,359,538 | $139.1M |
| Waverly Advisors, LLC | 0.54% | Add +21913.5% | 5,572,712 | $92.8M |
| LPL Financial LLC | 0.02% | Add +8.3% | 5,547,683 | $92.3M |
| Raymond James Financial Inc. | 0.03% | Add +7.5% | 5,531,701 | $92.1M |
| Invesco Ltd. | 0.01% | Add +6.8% | 4,705,304 | $78.3M |
| Clearstead Advisors, LLC | 0.61% | Add +2.4% | 3,910,447 | $65.1M |
| Wells Fargo & Company | 0.01% | Add +8.8% | 3,541,844 | $59.0M |
| Atlantic Union Bankshares Corp | 0.89% | Add +22.8% | 3,202,800 | $53.3M |
| Bank of America Corp. | 0.00% | Add +5.6% | 2,935,895 | $48.9M |
| Royal Bank of Canada | 0.01% | Add +6.7% | 2,816,360 | $46.9M |
| UBS Group AG | 0.01% | Add +10.5% | 2,448,625 | $40.8M |
| Hengehold Capital Management LLC | 2.96% | Add +6.3% | 2,291,739 | $38.1M |
| &partners | 0.13% | Add +2.8% | 1,965,711 | $32.7M |
| TLWM | 5.01% | Add +2.5% | 1,851,064 | $30.8M |
| Brookstone Capital Management | 0.30% | Reduce -5.4% | 1,800,440 | $30.0M |
| MAI Capital Management | 0.11% | Add +3.8% | 1,736,911 | $28.9M |
| IMA Advisory Services, Inc. | 1.65% | Add +9.0% | 1,578,735 | $26.3M |
| Shufro Rose & Co. LLC | 1.48% | New | 1,542,429 | $25.7M |
| Moneco Advisors, LLC | 1.56% | Add +8.2% | 1,536,904 | $25.6M |
| Clark Asset Management, LLC | 1.83% | Add +20.8% | 1,398,237 | $23.3M |
| Baird Financial Group, Inc. | 0.03% | Add +30.8% | 1,306,797 | $21.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +13.8% | 1,295,777 | $21.6M |
| Capital Investment Counsel, LLC | 2.60% | Add +7.8% | 1,260,363 | $21.0M |
| Hills Bank & Trust Co | 0.74% | Reduce -60.0% | 1,047,500 | $17.4M |
| Foronjy Financial LLC | 6.25% | Add +6.1% | 1,022,344 | $17.0M |
| Advisors Capital Management, LLC | 0.18% | Add +3.6% | 990,407 | $16.5M |
| Davis R M Inc. | 0.24% | Add +12.4% | 908,907 | $15.1M |
| Kestra Advisory Services, LLC | 0.05% | Add +91.5% | 876,869 | $14.6M |
| MML Investors Services, LLC | 0.03% | Add +24.5% | 850,723 | $14.2M |
| Osaic Holdings, Inc. | 0.02% | Add +4.5% | 797,789 | $13.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +7.0% | 740,408 | $12.3M |
| Asset Dedication, LLC | 0.77% | Add +2.9% | 737,920 | $12.3M |
| Goepper Burkhardt LLC | 3.47% | Add +12.3% | 693,597 | $11.5M |
| CVFG LLC | 1.21% | Add +3.1% | 691,355 | $11.5M |
| Kirr Marbach & Co. LLC | 1.93% | Add +0.0% | 689,505 | $11.5M |
| Jones Financial Companies LLLP | 0.00% | Add +24.1% | 685,236 | $11.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +2.2% | 663,281 | $11.0M |
| Cookson Peirce & Co. Inc. | 0.36% | Add +1.8% | 657,395 | $10.9M |
| Central Valley Advisors, LLC | 2.73% | Add +0.5% | 640,350 | $10.7M |
| Ameriprise Financial Inc. | 0.00% | Add +23.8% | 628,743 | $10.5M |
| Cetera Investment Advisers | 0.01% | Add +62.0% | 593,583 | $9.9M |
| Cornerstone Planning, LLC | 2.25% | Add +3.1% | 584,751 | $9.7M |
| NewEdge Advisors, LLC | 0.03% | Add +1.8% | 581,488 | $9.7M |
| Apollon Wealth Management, LLC | 0.11% | New | 556,798 | $9.3M |
| GPM Growth Investors, Inc. | 3.67% | Add +15.6% | 528,408 | $8.8M |
| Truist Financial Corp. | 0.01% | Add +151.1% | 524,787 | $8.7M |
| HUB Investment Partners, LLC | 0.16% | Add +8.6% | 519,517 | $8.6M |
| Vista Investment Management | 2.50% | Add +3.8% | 497,713 | $8.3M |
| AMJ Financial Wealth Management | 1.94% | No change | 489,231 | $8.2M |
| Vaughan David Investments LLC | 0.16% | Add +4.8% | 488,744 | $8.1M |
| Marietta Wealth Management, LLC | 0.81% | Add +5.2% | 470,052 | $7.8M |
| ProVise Management Group, LLC | 0.48% | Add +15.5% | 432,378 | $7.2M |
| Modern Wealth Management, LLC | 0.08% | Add +13.7% | 425,857 | $7.1M |
| Colonial Trust Advisors | 0.47% | Add +11.3% | 404,061 | $6.7M |
| Kathmere Capital Management, LLC | 0.35% | New | 391,040 | $6.5M |
| Wilkins Miller Wealth Management, LLC | 3.46% | Add +3.0% | 377,673 | $6.3M |
| Parr McKnight Wealth Management Group, LLC | 0.74% | Add +6.5% | 373,487 | $6.2M |
| Waycross Investment Management Co | 4.68% | Add +0.3% | 369,413 | $6.1M |
| Decker Wealth Management LLC | 1.26% | Reduce -17.4% | 355,540 | $5.9M |
| Carroll Advisory Group, LLC | 1.87% | Add +19.4% | 341,775 | $5.7M |
| Morton Community Bank | 1.14% | Add +3.1% | 335,156 | $5.6M |
| Ledgewood Wealth Advisors, LLC | 2.89% | Add +13.1% | 327,512 | $5.5M |
| Stephens Inc. | 0.06% | Add +3.9% | 325,656 | $5.4M |
| BCS Wealth Management | 0.94% | Add +11.9% | 312,665 | $5.2M |
| Carnegie Investment Counsel | 0.10% | Add +25.7% | 303,197 | $5.0M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -33.9% | 299,876 | $5.0M |
| SFE Investment Counsel | 0.67% | Add +14.0% | 293,165 | $4.9M |
| Gladstone Institutional Advisory LLC | 0.15% | Add +2.1% | 292,589 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +12.0% | 279,265 | $4.6M |
| NorthAvenue LLC | 3.33% | Add +3.7% | 279,076 | $4.6M |
| Howard Wealth Management, LLC | 1.71% | Add +8.7% | 277,058 | $4.6M |
| Straight Path Wealth Management | 1.06% | Add +0.4% | 272,762 | $4.5M |
| Kintra Wealth, LLC | 0.24% | New | 271,226 | $4.5M |
| Captrust Financial Advisors | 0.01% | Add +30.7% | 267,860 | $4.5M |
| HighPoint Advisor Group LLC | 0.15% | Add +0.6% | 259,898 | $4.3M |
| Stifel Financial Corp. | 0.00% | Add +10.9% | 259,301 | $4.3M |
| Farnam Financial LLC | 3.10% | Add +11.6% | 255,400 | $4.3M |
| S.E.E.D. Planning Group LLC | 1.09% | Add +22.4% | 247,154 | $4.1M |
| Geneos Wealth Management Inc. | 0.08% | Add +0.9% | 236,871 | $3.9M |
| Arax Advisory Partners | 0.03% | New | 227,008 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +567.3% | 219,416 | $3.7M |
| Webster Bank, N. A. | 0.32% | Add +1758.0% | 218,448 | $3.6M |
| Novare Capital Management LLC | 0.25% | Add +6.6% | 213,902 | $3.6M |
| Infinity Wealth Counsel, LLC | 2.82% | Add +7.6% | 210,039 | $3.5M |
| Opulen Financial Group LLC | 2.19% | Add +1.4% | 209,440 | $3.5M |
| Kinetic Wealth Investment Advisors LLC | 1.62% | — | 206,013 | $3.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +1.8% | 203,903 | $3.4M |
| Red Spruce Capital, LLC | 1.18% | Add +140.4% | 203,038 | $3.4M |
| Colonial Trust Co / SC | 0.43% | Reduce -0.2% | 201,935 | $3.4M |
| Mgo One Seven LLC | 0.05% | Add +2.8% | 188,039 | $3.1M |
| Atria Investments, Inc | 0.03% | Reduce -27.5% | 180,443 | $3.0M |
| Savvy Advisors, Inc. | 0.06% | Add +1637.8% | 179,007 | $3.0M |
| Addison Advisors LLC | 1.38% | Reduce -50.5% | 175,307 | $2.9M |
| Prospera Financial Services Inc | 0.04% | Add +1.9% | 171,152 | $2.8M |
| First National Bank of Omaha | 0.08% | Reduce -5.5% | 169,299 | $2.8M |
| Avior Wealth Management, LLC | 0.07% | Add +1.2% | 166,829 | $2.8M |
| Fourpath Capital Management, LLC | 0.36% | Add +17.9% | 165,378 | $2.8M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +26.6% | 157,777 | $2.6M |
| Ellevest, Inc. | 0.31% | Add +3.0% | 157,422 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +27.0% | 154,448 | $2.6M |
| AlphaStar Capital Management, LLC | 0.16% | Add +2.3% | 153,141 | $2.5M |
| Milestones Private Investment Advisors LLC | 2.02% | Reduce -0.8% | 152,495 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -59.0% | 148,829 | $2.5M |
| Heritage Trust Co | 0.19% | Add +21.1% | 129,558 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +12.2% | 126,976 | $2.1M |
| VestGen Advisors, LLC | 0.06% | Add +2.7% | 119,462 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -23.8% | 118,459 | $2.0M |
| Semitam Bonam LLC | 1.38% | Add +3.9% | 112,913 | $1.9M |
| Kohmann Bosshard Financial Services, LLC | 0.16% | No change | 111,320 | $1.9M |
| Whitener Capital Management, Inc. | 0.38% | Add +113.8% | 108,110 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.1% | 104,738 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -49.9% | 101,553 | $1.7M |
| Butensky & Cohen Financial Security, Inc. | 0.41% | Add +5.1% | 99,772 | $1.7M |
| Livet Wealth, LLC | 0.94% | Add +21.9% | 97,822 | $1.6M |
| Ironwood Financial, llc | 0.25% | Add +6.2% | 97,081 | $1.6M |
| G2 Capital Management, LLC / Oh | 0.34% | Add +1.1% | 94,798 | $1.6M |
| Silverlake Wealth Management LLC | 0.30% | Add +11.4% | 94,586 | $1.6M |
| Everpar Advisors LLC | 0.43% | Add +12.4% | 91,642 | $1.5M |
| Sawgrass Asset Management LLC | 0.20% | Reduce -5.3% | 91,061 | $1.5M |
| Capital Analysts, LLC | 0.03% | Add +13.8% | 88,264 | $1.5M |
| Laurel Wealth Advisors LLC | 0.14% | Add +44.6% | 86,491 | $1.4M |
| Golden Reserve Retirement LLC | 0.23% | Add +35.7% | 86,334 | $1.4M |
| ArborFi Advisors, LLC | 1.04% | Add +9.3% | 85,918 | $1.4M |
| Independence Bank of Kentucky | 0.16% | Add +10.2% | 84,827 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +8.9% | 83,348 | $1.4M |
| Fca Corp. | 0.34% | New | 83,005 | $1.4M |
| River Wealth Advisors LLC | 0.14% | Reduce -0.1% | 82,078 | $1.4M |
| Oliver Luxxe Assets LLC | 0.20% | Add +25.6% | 80,501 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +20.2% | 80,086 | $1.3M |
| CRA Financial Services, LLC | 0.15% | Add +4.7% | 79,310 | $1.3M |
| Meridian Financial Partners LLC | 0.43% | Reduce -1.6% | 76,587 | $1.3M |
| AA Financial Advisors, LLC | 0.15% | Add +4.5% | 76,358 | $1.3M |
| JPL Wealth Management, LLC | 0.24% | Reduce -1.2% | 72,356 | $1.2M |
| Continuum Wealth Advisors, LLC | 0.39% | Add +9.4% | 69,519 | $1.2M |
| Old Port Advisors | 0.22% | Add +25.7% | 67,156 | $1.1M |
| Camelot Portfolios, LLC | 0.79% | Add +8.0% | 66,754 | $1.1M |
| First City Capital Management, Inc. | 0.51% | Add +21.4% | 62,900 | $1.0M |
| Apella Capital, LLC | 0.01% | Add +1.6% | 62,194 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +10.5% | 60,526 | $1.0M |
| Harbour Investments, Inc. | 0.01% | Add +21.6% | 59,282 | $987K |
| Principal Securities, Inc. | 0.01% | Add +12.6% | 59,136 | $984K |
| Western Financial Corp | 0.29% | Add +8.4% | 58,714 | $977K |
| JPMorgan Chase & Co. | 0.00% | Add +187.4% | 58,087 | $969K |
| Cordatus Wealth Management LLC | 0.21% | Add +4.0% | 57,634 | $959K |
| Segment Wealth Management, LLC | 0.05% | Add +2.1% | 56,805 | $946K |
| Tempo Wealth, LLC | 0.14% | Reduce -9.5% | 55,984 | $932K |
| City Holding Co. | 0.10% | New | 54,468 | $906K |
| Parallel Advisors, LLC | 0.01% | New | 53,829 | $896K |
| Hanover Advisors Inc. | 0.32% | Reduce -2.4% | 53,509 | $891K |
| Roundview Capital LLC | 0.05% | Add +90.4% | 53,425 | $889K |
| Legacy Private Trust Co. | 0.05% | Reduce -8.1% | 53,414 | $889K |
| Dover Advisors, LLC | 0.36% | No change | 51,782 | $876K |
| Wingate Wealth Advisors, Inc. | 0.38% | Add +0.9% | 51,308 | $854K |
| Redmond Asset Management, LLC | 0.21% | Add +9.6% | 50,306 | $837K |
| Rothschild Wealth LLC | 0.07% | Add +6.4% | 49,775 | $829K |
| Sax Wealth Advisors, LLC | 0.03% | Add +32.9% | 49,477 | $827K |
| Keel Point, LLC | 0.05% | No change | 49,027 | $816K |
| Cypress Wealth Services, LLC | 0.10% | Add +1.8% | 47,348 | $788K |
| Aprio Wealth Management, LLC | 0.04% | Add +59.2% | 47,107 | $784K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -1.2% | 47,005 | $782K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -0.8% | 46,593 | $776K |
| Kingsview Wealth Management, LLC | 0.01% | Add +109.6% | 46,447 | $773K |
| Evexia Wealth LLC | 0.21% | Reduce -32.0% | 46,493 | $769K |
| Sigma Planning Corp | 0.02% | Reduce -4.5% | 45,758 | $762K |
| Accurate Wealth Management, LLC | 0.07% | Add +8.9% | 45,559 | $756K |
| AQR Capital Management | 0.00% | Add +7.3% | 45,295 | $754K |
| Mission Wealth Management, LP | 0.01% | Add +92.6% | 43,665 | $727K |
| Fifth Third Bancorp | 0.00% | Add +4.9% | 43,422 | $723K |
| HighTower Advisors, LLC | 0.00% | Add +3.2% | 43,397 | $722K |
| Mariner, LLC | 0.00% | Add +93.6% | 42,887 | $714K |
| Legacy Wealth Management, LLC / MS | 0.18% | Add +21.6% | 41,793 | $696K |
| Allen Capital Group, LLC | 0.06% | Add +10.3% | 40,630 | $676K |
| EP Wealth Advisors, LLC | 0.00% | Add +19.6% | 40,379 | $672K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 40,263 | $670K |
| Newport Capital Group, LLC | 0.37% | Reduce -1.2% | 39,552 | $658K |
| Redwood Financial Network Corp | 0.34% | Add +11.6% | 37,281 | $621K |
| JM2 Capital Inc. | 0.41% | Add +3.6% | 35,530 | $591K |
| Hobbs Group Advisors, LLC | 0.16% | Reduce -20.2% | 35,472 | $590K |
| Wedmont Private Capital | 0.02% | New | 35,440 | $588K |
| Creative Planning | 0.00% | Reduce -5.8% | 34,919 | $581K |
| Wealth Quarterback LLC | 0.17% | Add +18.0% | 33,975 | $566K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 33,431 | $556K |
| Independent Financial Group, LLC | 0.01% | Reduce -2.3% | 33,281 | $554K |
| Axis Wealth Partners, LLC | 0.26% | Add +4.1% | 32,101 | $534K |
| Sensible Money, LLC | 0.14% | Add +0.1% | 31,757 | $529K |
| Virtue Asset Management LLC | 0.37% | Add +161.7% | 31,415 | $523K |
| Apeiron RIA LLC | 0.13% | Reduce -56.0% | 31,198 | $519K |
| Kessler Investment Group, LLC | 0.22% | Add +1.6% | 30,489 | $507K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -5.2% | 30,303 | $504K |
| Western Wealth Management, LLC | 0.02% | No change | 29,875 | $497K |
| Private Management Group Inc. | 0.01% | Reduce -3.1% | 28,697 | $478K |
| Quartz Partners, LLC | 0.15% | Reduce -1.5% | 27,118 | $451K |
| American Institute for Advanced Investment Management, LLP | 0.25% | Add +12.3% | 25,630 | $427K |
| Private Trust Co. NA | 0.03% | No change | 25,512 | $425K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +0.5% | 25,465 | $424K |
| United Capital Financial Advisors, LLC | 0.00% | Add +18.0% | 25,100 | $418K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -2.6% | 22,537 | $375K |
| Diversify Advisory Services, LLC | 0.01% | Add +54.0% | 22,525 | $372K |
| Diversify Wealth Management, LLC | 0.01% | Add +16.6% | 22,525 | $372K |
| Arkadios Wealth Advisors | 0.01% | Reduce 0.0% | 21,697 | $361K |
| Capital Investment Advisors, LLC | 0.00% | Add +2.9% | 21,550 | $359K |
| HB Wealth Management, LLC | 0.00% | Add +0.8% | 21,200 | $353K |
| First Fiduciary Investment Counsel, Inc. | 0.07% | No change | 20,785 | $346K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.8% | 20,715 | $345K |
| Meriwether Wealth & Planning, LLC | 0.17% | Reduce -0.3% | 20,411 | $340K |
| First Horizon Corp. | 0.01% | Add +11.8% | 19,845 | $330K |
| XY Planning Network, Inc. | 0.04% | Add +1.1% | 19,487 | $324K |
| Tennessee Valley Asset Management Partners | 0.04% | New | 19,462 | $324K |
| Strategic Family Wealth Counselors, L.L.C. | 0.07% | Add +0.8% | 19,193 | $319K |
| Insight Wealth Partners, LLC | 0.04% | Add +16.3% | 18,747 | $312K |
| Axxcess Wealth Management, LLC | 0.00% | New | 18,491 | $308K |
| WealthCare Asset Management, LLC | 0.13% | New | 18,166 | $302K |
| Venture Visionary Partners LLC | 0.01% | Add +1.6% | 17,886 | $298K |
| Cambridge Financial Group, LLC | 0.09% | Reduce -12.7% | 17,638 | $294K |
| Anchor Investment Management, LLC | 0.02% | Add +78.3% | 17,535 | $292K |
| Summit Financial, LLC | 0.00% | Reduce -2.9% | 17,531 | $292K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -17.6% | 17,251 | $287K |
| Natixis Advisors, LLC | 0.00% | New | 17,233 | $286K |
| Bill Few Associates, Inc. | 0.06% | No change | 17,160 | $286K |
| Net Worth Advisory Group | 0.07% | Reduce -32.8% | 17,090 | $284K |
| Gilbert Capital Group, Inc. | 0.20% | Reduce -19.6% | 16,952 | $282K |
| Larson Financial Group LLC | 0.01% | Reduce -11.8% | 16,933 | $282K |
| Kickstand Ventures, Llc. | 0.05% | Reduce -1.1% | 16,217 | $270K |
| Goodman Financial Corp | 0.04% | No change | 16,140 | $269K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -49.4% | 15,981 | $266K |
| Legacy Wealth Partners, LLC | 0.06% | Reduce -20.6% | 15,960 | $266K |
| YANKCOM Partnership | 0.09% | No change | 15,750 | $262K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +21.8% | 15,655 | $261K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 15,485 | $258K |
| DAVENPORT & Co LLC | 0.00% | No change | 15,455 | $257K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 15,285 | $254K |
| Bitterroot Capital Advisors LLC | 0.15% | Reduce -8.0% | 15,145 | $252K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +40.1% | 14,933 | $249K |
| RPg Family Wealth Advisory, LLC | 0.04% | Reduce -35.3% | 14,775 | $246K |
| Berman McAleer LLC | 0.03% | New | 14,775 | $246K |
| Key Financial Inc | 0.04% | Reduce -70.9% | 14,549 | $242K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 14,364 | $239K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 14,025 | $233K |
| Unified Investment Management | 0.21% | No change | 13,570 | $226K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 13,387 | $223K |
| Strid Group, LLC | 0.02% | Add +1.2% | 13,006 | $216K |
| Commonwealth Financial Services, LLC | 0.03% | Add +11.3% | 12,996 | $216K |
| Clearstead Trust, LLC | 0.03% | Reduce -3.4% | 12,594 | $210K |
| Davis Capital Management | 0.12% | Add +3.1% | 12,582 | $209K |
| ETF Portfolio Partners, Inc. | 0.05% | No change | 12,191 | $203K |
| Integris Wealth Management, LLC | 0.04% | Add +1.1% | 12,091 | $201K |
| Compton Financial Group, LLC | 0.04% | New | 12,026 | $200K |
| Darden Wealth Group Inc | 0.08% | No change | 12,000 | $200K |
| Benjamin Edwards Inc. | 0.00% | Reduce -0.4% | 11,994 | $200K |
| Motley Fool Wealth Management, LLC | 2.93% | — | 11,578 | $193K |
| Valmark Advisers, Inc. | 0.00% | Reduce -29.1% | 11,537 | $192K |
| Somerset Trust Co | 0.05% | New | 11,308 | $188K |
| ETF Store, Inc. | 0.16% | New | 11,290 | $188K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -0.0% | 11,079 | $185K |
| Nicholas Hoffman & Company, LLC. | 0.00% | No change | 10,940 | $182K |
| World Investment Advisors | 0.00% | New | 10,828 | $181K |
| Sentinel Pension Advisors, LLC | 0.02% | Reduce -1.9% | 10,868 | $181K |
| RVW Wealth, LLC | 0.01% | New | 10,816 | $180K |
| Wagner Wealth Management, Corp | 0.14% | Reduce -10.7% | 10,694 | $178K |
| John W. Brooker & Co., CPAs | 0.21% | Add +1.2% | 10,634 | $177K |
| US Bancorp \de | 0.00% | No change | 10,555 | $176K |
| Koss-Olinger Consulting, LLC | 0.01% | Add +1.1% | 10,529 | $175K |
| Ancora Advisors LLC | 0.00% | Reduce -15.1% | 10,243 | $170K |
| Pacific Wealth Strategies Group, Inc. | 0.10% | No change | 10,000 | $166K |
| Allworth Financial LP | 0.00% | Add +3.6% | 9,955 | $166K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.1% | 9,234 | $154K |
| Fiduciary Financial Advisors | 0.02% | New | 9,134 | $152K |
| FMR LLC | 0.00% | Add +50.3% | 7,192 | $120K |
| International Assets Investment Management, LLC | 0.01% | Add +70.4% | 6,372 | $106K |
| Montag A & Associates Inc. | 0.00% | Reduce -59.1% | 6,199 | $103K |
| United Community Bank | 0.03% | No change | 5,500 | $92K |
| Marquette Asset Management, LLC | 0.01% | No change | 5,394 | $90K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.2% | 4,096 | $68K |
| IFP Advisors, Inc | 0.00% | Reduce -34.1% | 4,081 | $68K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,913 | $65K |
| Crews Bank & Trust | 0.01% | Reduce -30.9% | 3,690 | $61K |
| Sarver Vrooman Wealth Advisors | 0.04% | No change | 3,642 | $61K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 3,615 | $60K |
| AdvisorNet Financial, Inc | 0.00% | No change | 3,433 | $57K |
| Global Retirement Partners, LLC | 0.00% | — | 3,168 | $53K |
| Rossby Financial, LCC | 0.01% | Add +105.3% | 3,117 | $52K |
| Noble Wealth Management PBC | 0.02% | No change | 3,000 | $50K |
| Old Second National Bank of Aurora | 0.01% | No change | 2,960 | $49K |
| Eastern Bank | 0.00% | Reduce -4.3% | 2,903 | $48K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +0.2% | 2,706 | $45K |
| BlackRock, Inc. | 0.00% | New | 2,288 | $38K |
| AlphaCore Capital LLC | 0.00% | No change | 2,007 | $33K |
| Smithfield Trust Co | 0.00% | No change | 1,280 | $21K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -61.1% | 1,190 | $20K |
| City State Bank | 0.00% | No change | 1,177 | $20K |
| West Branch Capital LLC | 0.00% | Add +1.1% | 1,088 | $18K |
| Topsail Wealth Management, LLC | 0.00% | No change | 950 | $16K |
| Lanark Financial, Inc. | 0.00% | No change | 815 | $14K |
| BankPlus Trust Department | 0.00% | No change | 605 | $10K |
| IFG Advisory, LLC | 0.00% | No change | 500 | $8K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -39.6% | 443 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 416 | $7K |
| Creative Financial Designs Inc. | 0.00% | New | 394 | $7K |
| Vanguard Advisers Inc. | 0.00% | Reduce -25.8% | 371 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +1.4% | 357 | $6K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -97.0% | 192 | $3K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.2% | 166 | $3K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 98 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.6% | 95 | $2K |
| GAMMA Investing LLC | 0.00% | Add +148.5% | 82 | $1K |
| Caldwell Trust Co | 0.00% | New | 75 | $1K |
| Evolution Wealth Management Inc. | 0.00% | No change | 35 | $583 |
| 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.