Invesco Bulletshares 2031 CBBSCVETF
13F holders, Q1 2024 (March 31)84holders
1famous investor
$16.12avg. 13F price*
At the end of Q1 2024, 84 institutions reported holding Invesco Bulletshares 2031 CB (BSCV) in their 13F filings. The largest holders were Morgan Stanley ($55.2M), Eastern Bank ($29.8M) and Aptus Capital Advisors, LLC ($21.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bulletshares 2031 CB
- CUSIP
- 46138J429
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $12.7M |
| Exits | 5 | $1.3M |
Ownership 84 holders
| Morgan Stanley | 0.00% | Add +26.7% | 3,422,005 | $55.2M |
| Eastern Bank | 1.24% | Add +10.8% | 1,847,835 | $29.8M |
| Aptus Capital Advisors, LLC | 0.46% | Add +15.5% | 1,331,947 | $21.5M |
| Wells Fargo & Company | 0.01% | Add +20.0% | 1,238,605 | $20.0M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +9.2% | 1,117,837 | $18.0M |
| LPL Financial LLC | 0.01% | Add +209.1% | 1,099,219 | $17.7M |
| Motley Fool Wealth Management, LLC | 0.73% | Add +5.3% | 877,044 | $14.1M |
| UBS Group AG | 0.00% | Add +115.0% | 691,349 | $11.1M |
| Atlantic Union Bankshares Corp | 0.93% | Add +21.4% | 686,889 | $11.1M |
| Kaye Capital Management | 4.18% | Reduce -2.1% | 594,610 | $9.6M |
| Cookson Peirce & Co. Inc. | 0.50% | Add +8.5% | 581,611 | $9.4M |
| Bank of America Corp. | 0.00% | Add +11.3% | 445,783 | $7.2M |
| Invesco Ltd. | 0.00% | Reduce -15.2% | 426,498 | $6.9M |
| Vishria Bird Financial Group, LLC | 2.01% | Add +0.4% | 291,001 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +7.3% | 282,069 | $4.5M |
| Atria Investments, Inc | 0.05% | New | 231,771 | $3.7M |
| Raymond James & Associates | 0.00% | Add +37.0% | 220,526 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.9% | 210,391 | $3.4M |
| Royal Bank of Canada | 0.00% | Add +50.7% | 207,671 | $3.3M |
| Jane Street Group, LLC | 0.00% | Reduce -56.8% | 186,686 | $3.0M |
| Addison Advisors LLC | 0.96% | Add +15.9% | 172,306 | $2.8M |
| AA Financial Advisors, LLC | 1.05% | New | 160,748 | $2.6M |
| Exchange Capital Management, Inc. | 0.38% | Add +49.4% | 144,379 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.0% | 137,851 | $2.2M |
| Asset Dedication, LLC | 0.16% | Add +16.4% | 130,333 | $2.1M |
| BCS Wealth Management | 0.58% | Add +33.8% | 111,211 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -12.0% | 108,114 | $1.7M |
| Novare Capital Management LLC | 0.15% | Add +23.1% | 106,289 | $1.7M |
| Clark Asset Management, LLC | 0.43% | Add +51.5% | 86,497 | $1.4M |
| G2 Capital Management, LLC / Oh | 0.42% | Add +1.2% | 81,075 | $1.3M |
| Sawgrass Asset Management LLC | 0.14% | Add +127.3% | 78,161 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.2% | 75,802 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | New | 73,504 | $1.2M |
| TLWM | 0.25% | Add +22.6% | 70,556 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.5% | 63,799 | $1.0M |
| Butensky & Cohen Financial Security, Inc. | 0.32% | Add +5.3% | 62,767 | $1.0M |
| Ellevest, Inc. | 0.06% | Add +21.2% | 58,469 | $943K |
| Cetera Investment Advisers | 0.00% | New | 55,246 | $891K |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.0% | 53,562 | $863K |
| MML Investors Services, LLC | 0.00% | Add +11.8% | 52,973 | $854K |
| Higgins & Schmidt Wealth Strategies LLC | 0.55% | Add +5.0% | 46,055 | $742K |
| Capital Investment Counsel, LLC | 0.14% | New | 40,615 | $655K |
| Citadel Advisors | 0.00% | New | 38,042 | $613K |
| Independence Bank of Kentucky | 0.17% | Add +64.7% | 36,003 | $580K |
| Arlington Capital Management, Inc. | 0.42% | New | 31,411 | $506K |
| Stephens Inc. | 0.01% | Add +137.7% | 29,987 | $483K |
| Strategic Financial Concepts, LLC | 0.11% | Add +25.4% | 29,297 | $472K |
| Financial Advisory Group | 0.08% | New | 29,045 | $468K |
| Colonial Trust Co / SC | 0.09% | Add +91.7% | 28,750 | $463K |
| Comerica Bank | 0.00% | No change | 28,357 | $457K |
| Captrust Financial Advisors | 0.00% | Add +0.7% | 27,873 | $449K |
| Goepper Burkhardt LLC | 0.21% | Add +71.8% | 28,000 | $445K |
| Sterling Financial Group, Inc. | 0.21% | Add +51.1% | 27,137 | $437K |
| HUB Investment Partners, LLC | 0.02% | New | 26,025 | $420K |
| Moneco Advisors, LLC | 0.06% | Reduce -57.8% | 24,848 | $401K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | Add +92.4% | 24,461 | $394K |
| Stifel Financial Corp. | 0.00% | New | 21,777 | $351K |
| Obsidian Cio, LLC | 0.08% | No change | 19,900 | $321K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 18,885 | $304K |
| Integrated Wealth Concepts LLC | 0.00% | Add +44.8% | 18,837 | $304K |
| Coordinated Financial Services, Inc. | 0.26% | — | 18,291 | $295K |
| Sigma Investment Counselors Inc. | 0.02% | Add +9.9% | 16,948 | $273K |
| Cherry Tree Wealth Management, LLC | 0.06% | New | 15,366 | $248K |
| American National Bank & Trust Co. | 0.06% | — | 15,252 | $246K |
| Mariner, LLC | 0.00% | New | 13,274 | $214K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 13,184 | $213K |
| Straight Path Wealth Management | 0.12% | New | 13,046 | $210K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.6% | 12,245 | $197K |
| TruWealth Advisors, LLC | 0.01% | New | 11,851 | $191K |
| Ironwood Financial, llc | 0.04% | Add +4.5% | 11,505 | $185K |
| First Command Advisory Services, Inc. | 0.00% | Add +43.5% | 11,128 | $179K |
| Yoder Wealth Management, Inc. | 0.11% | No change | 10,100 | $163K |
| Waverly Advisors, LLC | 0.00% | New | 10,010 | $161K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +8.5% | 9,213 | $149K |
| US Bancorp \de | 0.00% | Add +61.2% | 6,257 | $101K |
| Capital Analysts, LLC | 0.00% | Add +0.9% | 5,507 | $89K |
| Marquette Asset Management, LLC | 0.01% | No change | 5,192 | $84K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +462.5% | 3,814 | $61K |
| CoreCap Advisors, LLC | 0.00% | New | 3,467 | $56K |
| Davis Capital Management | 0.03% | Add +2463.2% | 2,435 | $39K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.9% | 1,513 | $24K |
| Smithfield Trust Co | 0.00% | No change | 1,328 | $21K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +3.6% | 859 | $14K |
| First PREMIER Bank | 0.00% | New | 243 | $4K |
"% of holder's portfolio" is BSCV's weight in each manager's 13F, not the share of Invesco Bulletshares 2031 CB the manager owns.