Invesco Bulletshares 2031 CBBSCVETF
13F holders, Q2 2025 (June 30)153holders +11
18new positions
7sold out
$16.53avg. 13F price*
At the end of Q2 2025, 153 institutions reported holding Invesco Bulletshares 2031 CB (BSCV) in their 13F filings, up 11 from Q1 2025. 18 opened new positions and 7 sold out. The largest holders were Aptus Capital Advisors, LLC ($151.4M), Raymond James Financial Inc. ($57.3M) and Morgan Stanley ($48.3M).
- Company
- Invesco Bulletshares 2031 CB
- CUSIP
- 46138J429
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $15.3M |
| Exits | 7 | $5.1M |
All 13F filers, Q1 2025 → Q2 2025: 7,572,357 shares bought and 1,627,942 shares sold, net +5,944,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 153 holders
| Aptus Capital Advisors, LLC | 1.50% | Add +20.6% | 9,159,336 | $151.4M |
| Raymond James Financial Inc. | 0.02% | Add +3.7% | 3,468,469 | $57.3M |
| Morgan Stanley | 0.00% | Add +8.0% | 2,920,697 | $48.3M |
| LPL Financial LLC | 0.01% | Add +41.8% | 2,597,465 | $42.9M |
| Avior Wealth Management, LLC | 1.46% | Add +4.9% | 2,557,892 | $42.3M |
| Hengehold Capital Management LLC | 3.11% | Add +99.0% | 2,062,293 | $34.1M |
| Invesco Ltd. | 0.01% | Add +27.3% | 1,814,358 | $30.0M |
| Wells Fargo & Company | 0.01% | Add +14.7% | 1,720,974 | $28.4M |
| Atlantic Union Bankshares Corp | 0.63% | Add +8.7% | 1,658,455 | $27.4M |
| Capital Investment Counsel, LLC | 3.16% | Reduce -1.3% | 1,231,957 | $20.4M |
| Motley Fool Wealth Management, LLC | 1.09% | Reduce -9.7% | 1,092,697 | $18.1M |
| UBS Group AG | 0.00% | Add +6.1% | 1,088,844 | $18.0M |
| Headland Capital, LLC | 5.18% | Add +4.1% | 1,037,817 | $17.2M |
| Moneco Advisors, LLC | 1.60% | Add +20.4% | 1,037,074 | $17.1M |
| Royal Bank of Canada | 0.00% | Add +14.4% | 1,014,341 | $16.8M |
| Bank of America Corp. | 0.00% | Add +6.3% | 862,490 | $14.3M |
| Baird Financial Group, Inc. | 0.02% | Add +7.8% | 854,762 | $14.1M |
| AMJ Financial Wealth Management | 2.53% | Add +1.0% | 603,837 | $10.0M |
| Cookson Peirce & Co. Inc. | 0.44% | Add +0.9% | 602,950 | $10.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +11.4% | 589,776 | $9.7M |
| Sanctuary Advisors, LLC | 0.06% | Add +38.2% | 574,681 | $9.5M |
| AA Financial Advisors, LLC | 1.89% | Add +14.9% | 531,095 | $8.8M |
| Kaye Capital Management | 3.30% | Reduce -15.6% | 518,421 | $8.6M |
| Modern Wealth Management, LLC | 0.21% | New | 518,421 | $8.6M |
| Clark Asset Management, LLC | 1.06% | Add +23.8% | 472,144 | $7.8M |
| Osaic Holdings, Inc. | 0.01% | Add +5.5% | 416,568 | $6.9M |
| Waycross Investment Management Co | 6.82% | Reduce -1.5% | 396,930 | $6.6M |
| Marietta Wealth Management, LLC | 0.84% | Add +1.6% | 389,625 | $6.4M |
| MAI Capital Management | 0.04% | Add +18.1% | 366,505 | $6.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.5% | 365,231 | $6.0M |
| Asset Dedication, LLC | 0.43% | Add +7.2% | 360,661 | $6.0M |
| MML Investors Services, LLC | 0.01% | Add +8.0% | 306,276 | $5.1M |
| Goepper Burkhardt LLC | 1.86% | Add +106.3% | 305,600 | $5.1M |
| Jones Financial Companies LLLP | 0.00% | Add +26.8% | 305,772 | $5.0M |
| Addison Advisors LLC | 1.23% | Add +5.7% | 297,073 | $4.9M |
| BCS Wealth Management | 1.03% | Add +8.0% | 290,810 | $4.8M |
| Atria Investments, Inc | 0.06% | Reduce -24.0% | 288,173 | $4.8M |
| Vishria Bird Financial Group, LLC | 1.55% | Reduce -1.1% | 282,516 | $4.7M |
| JPMorgan Chase & Co. | 0.00% | Add +11403.3% | 261,471 | $4.3M |
| Exchange Capital Management, Inc. | 0.47% | Reduce -2.6% | 188,958 | $3.1M |
| Straight Path Wealth Management | 1.04% | Add +39.1% | 185,678 | $3.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +5.5% | 184,988 | $3.1M |
| Stephens Inc. | 0.04% | Reduce -0.3% | 173,941 | $2.9M |
| Legacy CG, LLC | 0.77% | Reduce -1.1% | 156,677 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.4% | 156,132 | $2.6M |
| Infinity Wealth Counsel, LLC | 2.56% | Add +4.5% | 153,435 | $2.5M |
| Novare Capital Management LLC | 0.20% | Add +6.1% | 152,261 | $2.5M |
| Hills Bank & Trust Co | 0.15% | New | 145,047 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Add +12.5% | 142,438 | $2.4M |
| Opulen Financial Group LLC | 1.85% | Add +3.7% | 136,106 | $2.2M |
| Farnam Financial LLC | 2.01% | Add +28.4% | 135,393 | $2.2M |
| Wilkins Miller Wealth Management, LLC | 1.48% | Add +19.4% | 131,339 | $2.2M |
| HUB Investment Partners, LLC | 0.07% | Add +4.6% | 121,536 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +19.7% | 118,262 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Add +4.5% | 107,039 | $1.8M |
| Ellevest, Inc. | 0.27% | Add +2.0% | 100,843 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.4% | 98,534 | $1.6M |
| Sawgrass Asset Management LLC | 0.18% | Reduce -8.0% | 96,848 | $1.6M |
| Flow Traders U.S. LLC | 0.06% | New | 95,558 | $1.6M |
| Davis R M Inc. | 0.03% | Add +23.6% | 89,989 | $1.5M |
| Ledgewood Wealth Advisors, LLC | 0.93% | Add +1.0% | 89,531 | $1.5M |
| &partners | 0.01% | Add +138.9% | 86,788 | $1.4M |
| G2 Capital Management, LLC / Oh | 0.40% | Add +1.2% | 86,142 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.8% | 84,528 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +103.6% | 80,578 | $1.3M |
| Colonial Trust Advisors | 0.11% | Add +12.7% | 80,375 | $1.3M |
| Horizons Wealth Management | 0.96% | Add +6.3% | 80,143 | $1.3M |
| Butensky & Cohen Financial Security, Inc. | 0.38% | Add +4.2% | 77,549 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +14.8% | 75,229 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +30.9% | 74,073 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -26.9% | 73,600 | $1.2M |
| River Wealth Advisors LLC | 0.15% | Add +0.2% | 72,687 | $1.2M |
| Colonial Trust Co / SC | 0.17% | Add +5.4% | 69,376 | $1.1M |
| Independence Bank of Kentucky | 0.16% | Add +4.2% | 68,340 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.6% | 66,875 | $1.1M |
| TLWM | 0.20% | Reduce -13.2% | 63,041 | $1.0M |
| Carnegie Investment Counsel | 0.02% | Add +5.4% | 61,376 | $1.0M |
| Captrust Financial Advisors | 0.00% | Add +22.8% | 61,286 | $1.0M |
| VestGen Advisors, LLC | 0.03% | Add +77.3% | 50,546 | $841K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.3% | 48,255 | $798K |
| Fca Corp. | 0.22% | Add +2.4% | 44,086 | $729K |
| Foundations Investment Advisors, LLC | 0.01% | New | 39,935 | $660K |
| Cetera Investment Advisers | 0.00% | Add +54.5% | 39,268 | $649K |
| Coordinated Financial Services, Inc. | 0.44% | — | 37,973 | $628K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | Add +0.1% | 37,231 | $615K |
| Truist Financial Corp. | 0.00% | Add +7.3% | 36,181 | $598K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +135.3% | 35,161 | $581K |
| Geneos Wealth Management Inc. | 0.01% | Add +52.7% | 34,743 | $574K |
| Comerica Bank | 0.00% | No change | 33,659 | $556K |
| Allen Capital Group, LLC | 0.06% | Add +8.5% | 33,298 | $550K |
| SFE Investment Counsel | 0.10% | New | 33,195 | $549K |
| Quartz Partners, LLC | 0.25% | No change | 32,545 | $538K |
| Everpar Advisors LLC | 0.23% | Add +78.6% | 30,425 | $503K |
| Redmond Asset Management, LLC | 0.12% | Add +5.9% | 29,165 | $482K |
| Hanover Advisors Inc. | 0.18% | Add +12.4% | 27,255 | $451K |
| Sax Wealth Advisors, LLC | 0.03% | Add +8.9% | 25,304 | $418K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -3.0% | 24,586 | $406K |
| Oliver Luxxe Assets LLC | 0.07% | Add +27.6% | 23,549 | $389K |
| Sterling Financial Group, Inc. | 0.13% | Reduce -5.4% | 23,347 | $386K |
| Integrated Wealth Concepts LLC | 0.00% | Add +1.1% | 23,272 | $385K |
| Ironwood Financial, llc | 0.08% | No change | 23,385 | $381K |
| Eastern Bank | 0.01% | Reduce -80.5% | 22,373 | $370K |
| Waverly Advisors, LLC | 0.00% | Add +3.9% | 21,403 | $354K |
| Segment Wealth Management, LLC | 0.02% | No change | 20,420 | $338K |
| Obsidian Cio, LLC | 0.05% | No change | 20,130 | $333K |
| Hobbs Group Advisors, LLC | 0.11% | New | 18,893 | $312K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.12% | Reduce -62.5% | 18,484 | $304K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 18,037 | $298K |
| Pinnacle Bancorp, Inc. | 0.09% | Add +110.0% | 17,634 | $291K |
| Focus Partners Wealth | 0.00% | New | 17,568 | $290K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.2% | 17,511 | $289K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.0% | 16,946 | $280K |
| ETF Store, Inc. | 0.32% | Add +3.1% | 16,800 | $278K |
| Capital Analysts, LLC | 0.01% | Add +11.4% | 16,162 | $267K |
| Heritage Trust Co | 0.03% | New | 16,061 | $265K |
| Harbour Investments, Inc. | 0.01% | Add +1.2% | 15,781 | $261K |
| Cherry Tree Wealth Management, LLC | 0.06% | No change | 15,366 | $254K |
| Compound Planning, Inc. | 0.01% | Add +48.5% | 14,942 | $247K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +2.6% | 14,420 | $238K |
| Freedom Investment Management, Inc. | 0.02% | Add +0.6% | 13,856 | $229K |
| Clearstead Advisors, LLC | 0.00% | Add +4.1% | 13,439 | $222K |
| First Command Advisory Services, Inc. | 0.00% | Add +13.2% | 13,189 | $218K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.2% | 13,186 | $218K |
| Redwood Financial Network Corp | 0.14% | Add +10.2% | 12,883 | $213K |
| YANKCOM Partnership | 0.10% | No change | 12,619 | $209K |
| Milestones Private Investment Advisors LLC | 0.15% | — | 12,425 | $205K |
| Benjamin Edwards Inc. | 0.00% | Reduce -0.4% | 12,068 | $199K |
| Darden Wealth Group Inc | 0.12% | New | 12,000 | $198K |
| Mindset Wealth Management, LLC | 0.06% | New | 11,470 | $190K |
| Bill Few Associates, Inc. | 0.05% | New | 10,600 | $175K |
| Key Financial Inc | 0.03% | Add +124.3% | 10,249 | $169K |
| Yoder Wealth Management, Inc. | 0.09% | No change | 10,100 | $167K |
| Larson Financial Group LLC | 0.00% | Reduce -25.6% | 6,617 | $109K |
| IFP Advisors, Inc | 0.00% | No change | 6,240 | $103K |
| EP Wealth Advisors, LLC | 0.00% | No change | 6,233 | $103K |
| Marquette Asset Management, LLC | 0.01% | No change | 5,351 | $88K |
| SJS Investment Consulting Inc. | 0.01% | New | 4,007 | $66K |
| US Bancorp \de | 0.00% | No change | 3,882 | $64K |
| Montag A & Associates Inc. | 0.00% | No change | 3,254 | $54K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.2% | 3,011 | $50K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 2,603 | $43K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -99.7% | 2,420 | $40K |
| Angeles Wealth Management, LLC | 0.00% | New | 2,389 | $39K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 2,198 | $36K |
| Allworth Financial LP | 0.00% | Add +2.7% | 1,575 | $26K |
| Smithfield Trust Co | 0.00% | Reduce -5.5% | 1,289 | $22K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,197 | $20K |
| Farther Finance Advisors, LLC | 0.00% | No change | 700 | $12K |
| Cwm, LLC | 0.00% | New | 165 | $3K |
| SouthState Bank Corp | 0.00% | New | 50 | $827 |
| AE Wealth Management LLC | 0.00% | New | 48 | $793 |
| FMR LLC | 0.00% | Reduce -3.6% | 27 | $438 |
| Sound Income Strategies, LLC | 0.00% | New | 1 | $22 |
"% of holder's portfolio" is BSCV's weight in each manager's 13F, not the share of Invesco Bulletshares 2031 CB the manager owns.