Invesco Bulletshares 2031 CBBSCVETF
13F holders, Q1 2025 (March 31)142holders +5
17new positions
12sold out
1famous investor
$16.31avg. 13F price*
At the end of Q1 2025, 142 institutions reported holding Invesco Bulletshares 2031 CB (BSCV) in their 13F filings, up 5 from Q4 2024. 17 opened new positions and 12 sold out. The largest holders were Aptus Capital Advisors, LLC ($123.8M), Raymond James Financial Inc. ($54.5M) and Morgan Stanley ($44.1M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $44.8M |
| Exits | 12 | $6.3M |
All 13F filers, Q4 2024 → Q1 2025: 8,201,688 shares bought and 1,341,417 shares sold, net +6,860,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 142 holders
| Aptus Capital Advisors, LLC | 1.40% | Add +12.5% | 7,593,491 | $123.8M |
| Raymond James Financial Inc. | 0.02% | Reduce -3.0% | 3,344,072 | $54.5M |
| Morgan Stanley | 0.00% | Add +26.0% | 2,704,360 | $44.1M |
| Avior Wealth Management, LLC | 1.51% | Add +22.0% | 2,439,184 | $39.8M |
| LPL Financial LLC | 0.01% | Add +14.5% | 1,831,434 | $29.9M |
| Atlantic Union Bankshares Corp | 1.51% | Add +44.7% | 1,525,872 | $24.9M |
| Wells Fargo & Company | 0.01% | Reduce -9.0% | 1,500,566 | $24.5M |
| Invesco Ltd. | 0.00% | Add +8.0% | 1,425,132 | $23.2M |
| Capital Investment Counsel, LLC | 3.37% | Add +2.6% | 1,248,721 | $20.4M |
| Motley Fool Wealth Management, LLC | 1.17% | Reduce -7.5% | 1,210,522 | $19.7M |
| Hengehold Capital Management LLC | 1.61% | Add +15.1% | 1,036,161 | $16.9M |
| UBS Group AG | 0.00% | Add +14.8% | 1,026,496 | $16.7M |
| Headland Capital, LLC | 5.41% | New | 996,729 | $16.3M |
| Royal Bank of Canada | 0.00% | Add +14.4% | 886,565 | $14.5M |
| Moneco Advisors, LLC | 1.45% | Add +91.0% | 861,146 | $14.0M |
| Bank of America Corp. | 0.00% | Add +17.9% | 811,116 | $13.2M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +1.8% | 805,243 | $13.1M |
| Baird Financial Group, Inc. | 0.02% | New | 792,613 | $12.9M |
| Kaye Capital Management | 4.09% | Reduce -2.0% | 614,332 | $10.0M |
| Cookson Peirce & Co. Inc. | 0.49% | Reduce -1.0% | 597,638 | $9.7M |
| AMJ Financial Wealth Management | 2.92% | New | 597,635 | $9.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +113.2% | 529,363 | $8.6M |
| AA Financial Advisors, LLC | 1.84% | Add +20.8% | 462,376 | $7.5M |
| Sanctuary Advisors, LLC | 0.05% | Add +2.4% | 415,736 | $6.8M |
| Waycross Investment Management Co | 7.41% | Reduce -1.3% | 403,062 | $6.6M |
| Osaic Holdings, Inc. | 0.01% | Add +52.7% | 394,817 | $6.4M |
| Marietta Wealth Management, LLC | 0.92% | Add +4.1% | 383,631 | $6.3M |
| Clark Asset Management, LLC | 1.04% | Add +19.6% | 381,287 | $6.2M |
| Atria Investments, Inc | 0.08% | Add +25.3% | 379,167 | $6.2M |
| Asset Dedication, LLC | 0.45% | Add +26.1% | 336,542 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +40.3% | 333,645 | $5.4M |
| MAI Capital Management | 0.04% | Add +21.1% | 310,358 | $5.1M |
| Vishria Bird Financial Group, LLC | 1.58% | Reduce -1.6% | 285,766 | $4.7M |
| MML Investors Services, LLC | 0.02% | Add +55.5% | 283,479 | $4.6M |
| Addison Advisors LLC | 1.25% | Add +5.8% | 281,173 | $4.6M |
| BCS Wealth Management | 1.13% | Add +6.5% | 269,209 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +99.9% | 241,084 | $3.9M |
| Exchange Capital Management, Inc. | 0.51% | Reduce -0.7% | 193,980 | $3.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +11.3% | 175,430 | $2.9M |
| Stephens Inc. | 0.04% | Add +19.7% | 174,399 | $2.8M |
| Jane Street Group, LLC | 0.00% | Add +343.5% | 159,961 | $2.6M |
| Legacy CG, LLC | 0.83% | Reduce -1.1% | 158,363 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.1% | 149,522 | $2.4M |
| Goepper Burkhardt LLC | 0.97% | Add +51.6% | 148,100 | $2.4M |
| Infinity Wealth Counsel, LLC | 2.58% | Add +1.0% | 146,785 | $2.4M |
| Novare Capital Management LLC | 0.20% | Add +3.2% | 143,531 | $2.3M |
| Straight Path Wealth Management | 0.88% | Add +25.1% | 133,455 | $2.2M |
| Opulen Financial Group LLC | 1.94% | Add +9.0% | 131,232 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Add +28.5% | 126,628 | $2.1M |
| HUB Investment Partners, LLC | 0.08% | Add +49.7% | 116,222 | $1.9M |
| Eastern Bank | 0.04% | Reduce -62.3% | 114,850 | $1.9M |
| Wilkins Miller Wealth Management, LLC | 1.35% | Add +5.9% | 109,950 | $1.8M |
| Farnam Financial LLC | 1.75% | Add +17.6% | 105,475 | $1.7M |
| Sawgrass Asset Management LLC | 0.21% | Reduce -8.9% | 105,240 | $1.7M |
| Equitable Holdings, Inc. | 0.02% | Add +8.0% | 102,438 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.1% | 100,707 | $1.6M |
| Ellevest, Inc. | 0.11% | Add +8.4% | 98,856 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +20.7% | 98,834 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.0% | 96,258 | $1.6M |
| Ledgewood Wealth Advisors, LLC | 0.93% | Add +138.0% | 88,671 | $1.4M |
| Strategic Financial Concepts, LLC | 0.26% | Add +23.7% | 85,491 | $1.4M |
| G2 Capital Management, LLC / Oh | 0.42% | Add +1.2% | 85,090 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 83,892 | $1.4M |
| Horizons Wealth Management | 0.93% | Add +2.5% | 75,418 | $1.2M |
| Butensky & Cohen Financial Security, Inc. | 0.37% | Add +6.8% | 74,428 | $1.2M |
| Davis R M Inc. | 0.02% | Add +32.2% | 72,818 | $1.2M |
| TLWM | 0.24% | Reduce -0.5% | 72,630 | $1.2M |
| River Wealth Advisors LLC | 0.16% | Add +14.1% | 72,514 | $1.2M |
| Colonial Trust Advisors | 0.10% | Add +30.1% | 71,299 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +73.5% | 70,092 | $1.1M |
| Colonial Trust Co / SC | 0.17% | Add +12.1% | 65,815 | $1.1M |
| Independence Bank of Kentucky | 0.17% | Reduce -0.0% | 65,597 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +8.1% | 65,514 | $1.1M |
| Carnegie Investment Counsel | 0.02% | Add +16.4% | 58,237 | $942K |
| Kestra Private Wealth Services, LLC | 0.02% | New | 56,577 | $923K |
| Captrust Financial Advisors | 0.00% | Add +14.6% | 49,897 | $814K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.34% | New | 49,291 | $804K |
| Avantax Advisory Services, Inc. | 0.00% | Add +27.7% | 48,867 | $797K |
| Citadel Advisors | 0.00% | Reduce -87.0% | 47,608 | $776K |
| Fca Corp. | 0.22% | Reduce -0.6% | 43,066 | $702K |
| Lido Advisors, LLC | 0.00% | New | 39,578 | $646K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | Add +0.1% | 37,178 | $606K |
| &partners | 0.01% | Add +5.3% | 36,323 | $592K |
| Truist Financial Corp. | 0.00% | Add +5.3% | 33,715 | $550K |
| Coordinated Financial Services, Inc. | 0.43% | — | 33,676 | $549K |
| Comerica Bank | 0.00% | Add +534.8% | 33,659 | $549K |
| Quartz Partners, LLC | 0.32% | Reduce -4.1% | 32,545 | $531K |
| Allen Capital Group, LLC | 0.06% | Add +35.7% | 30,696 | $501K |
| VestGen Advisors, LLC | 0.02% | — | 28,509 | $465K |
| Redmond Asset Management, LLC | 0.12% | New | 27,549 | $449K |
| Cetera Investment Advisers | 0.00% | Reduce -54.9% | 25,423 | $415K |
| Redhawk Wealth Advisors, Inc. | 0.06% | New | 25,355 | $414K |
| Sterling Financial Group, Inc. | 0.15% | Reduce -2.8% | 24,677 | $402K |
| Hanover Advisors Inc. | 0.17% | Add +60.5% | 24,246 | $395K |
| Ironwood Financial, llc | 0.08% | Add +3.3% | 23,385 | $381K |
| Sax Wealth Advisors, LLC | 0.03% | Add +22.0% | 23,242 | $379K |
| Integrated Wealth Concepts LLC | 0.00% | Add +34.4% | 23,017 | $375K |
| Geneos Wealth Management Inc. | 0.01% | Add +43.9% | 22,751 | $371K |
| Waverly Advisors, LLC | 0.00% | Add +6.1% | 20,606 | $336K |
| Segment Wealth Management, LLC | 0.02% | No change | 20,420 | $333K |
| Obsidian Cio, LLC | 0.05% | Add +0.8% | 20,130 | $328K |
| Oliver Luxxe Assets LLC | 0.06% | New | 18,450 | $301K |
| Sigma Investment Counselors Inc. | 0.02% | Add +2.9% | 18,037 | $294K |
| Capital Investment Advisors, LLC | 0.01% | Add +5.2% | 17,483 | $285K |
| Mercer Global Advisors Inc. | 0.00% | Add +29.9% | 17,463 | $285K |
| Everpar Advisors LLC | 0.15% | Add +31.3% | 17,036 | $278K |
| ETF Store, Inc. | 0.33% | New | 16,293 | $266K |
| Harbour Investments, Inc. | 0.01% | Add +107.1% | 15,589 | $254K |
| Cherry Tree Wealth Management, LLC | 0.06% | No change | 15,366 | $251K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.3% | 14,944 | $244K |
| Capital Analysts, LLC | 0.01% | Reduce -5.1% | 14,501 | $237K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -5.0% | 14,059 | $229K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -50.3% | 13,771 | $225K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.2% | 13,025 | $212K |
| Clearstead Advisors, LLC | 0.00% | New | 12,908 | $211K |
| YANKCOM Partnership | 0.11% | Add +42.0% | 12,619 | $206K |
| Benjamin Edwards Inc. | 0.00% | No change | 12,117 | $198K |
| TruWealth Advisors, LLC | 0.01% | No change | 11,851 | $193K |
| Redwood Financial Network Corp | 0.15% | New | 11,686 | $191K |
| First Command Advisory Services, Inc. | 0.00% | No change | 11,652 | $190K |
| Yoder Wealth Management, Inc. | 0.09% | No change | 10,100 | $165K |
| Compound Planning, Inc. | 0.01% | New | 10,060 | $164K |
| Larson Financial Group LLC | 0.01% | Add +1122.4% | 8,899 | $145K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 8,395 | $137K |
| IFP Advisors, Inc | 0.00% | No change | 6,240 | $102K |
| EP Wealth Advisors, LLC | 0.00% | No change | 6,233 | $102K |
| Marquette Asset Management, LLC | 0.02% | Add +0.7% | 5,351 | $87K |
| Key Financial Inc | 0.02% | No change | 4,570 | $75K |
| US Bancorp \de | 0.00% | No change | 3,882 | $63K |
| Wayfinding Financial, LLC | 0.03% | New | 3,675 | $59K |
| Montag A & Associates Inc. | 0.00% | New | 3,254 | $53K |
| Davis Capital Management | 0.04% | Reduce -1.1% | 3,124 | $51K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.2% | 2,974 | $49K |
| JPMorgan Chase & Co. | 0.00% | Add +11.4% | 2,273 | $37K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 2,198 | $36K |
| Allworth Financial LP | 0.00% | Add +29.6% | 1,534 | $25K |
| Smithfield Trust Co | 0.00% | No change | 1,364 | $23K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,197 | $20K |
| Farther Finance Advisors, LLC | 0.00% | New | 700 | $11K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -27.3% | 646 | $11K |
| Redwood Park Advisors LLC | 0.01% | No change | 621 | $10K |
| FMR LLC | 0.00% | Reduce -91.8% | 28 | $449 |
"% of holder's portfolio" is BSCV's weight in each manager's 13F, not the share of Invesco Bulletshares 2031 CB the manager owns.