Invesco Bulletshares 2031 CBBSCVETF
13F holders, Q4 2025 (December 31)194holders +32
30new positions
7sold out
1famous investor
$16.69avg. 13F price*
At the end of Q4 2025, 194 institutions reported holding Invesco Bulletshares 2031 CB (BSCV) in their 13F filings, up 32 from Q3 2025. 30 opened new positions and 7 sold out. The largest holders were Aptus Capital Advisors, LLC ($174.5M), Morgan Stanley ($102.3M) and Raymond James Financial Inc. ($67.0M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $52.2M |
| Exits | 7 | $8.6M |
All 13F filers, Q3 2025 → Q4 2025: 14,577,459 shares bought and 781,202 shares sold, net +13,796,257 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 194 holders
| Aptus Capital Advisors, LLC | 1.48% | Add +5.5% | 10,453,481 | $174.5M |
| Morgan Stanley | 0.01% | Add +52.0% | 6,129,247 | $102.3M |
| Raymond James Financial Inc. | 0.02% | Add +7.1% | 4,011,623 | $67.0M |
| LPL Financial LLC | 0.02% | Add +4.2% | 3,683,355 | $61.5M |
| Avior Wealth Management, LLC | 1.41% | Add +2.8% | 2,714,473 | $45.3M |
| Hills Bank & Trust Co | 2.32% | Add +20.6% | 2,389,461 | $39.9M |
| Atlantic Union Bankshares Corp | 0.69% | Add +12.5% | 2,203,067 | $36.8M |
| Hengehold Capital Management LLC | 3.09% | Add +3.6% | 2,196,639 | $36.7M |
| Invesco Ltd. | 0.00% | Add +5.2% | 2,004,761 | $33.5M |
| Wells Fargo & Company | 0.01% | Add +7.1% | 1,746,892 | $29.2M |
| Bank of America Corp. | 0.00% | Add +93.8% | 1,740,504 | $29.1M |
| Moneco Advisors, LLC | 1.81% | Add +8.7% | 1,367,029 | $22.8M |
| Capital Investment Counsel, LLC | 2.98% | Add +3.1% | 1,286,283 | $21.5M |
| TruWealth Advisors, LLC | 1.04% | New | 1,277,144 | $21.3M |
| Royal Bank of Canada | 0.00% | Add +13.8% | 1,250,133 | $20.9M |
| UBS Group AG | 0.00% | Add +6.2% | 1,225,817 | $20.5M |
| Stifel Financial Corp. | 0.02% | Add +696.8% | 1,192,130 | $19.9M |
| Headland Capital, LLC | 5.34% | Add +4.7% | 1,149,206 | $19.2M |
| HUB Investment Partners, LLC | 0.45% | Add +695.5% | 996,015 | $16.6M |
| Baird Financial Group, Inc. | 0.02% | Add +4.5% | 951,917 | $15.9M |
| Motley Fool Wealth Management, LLC | 1.12% | Reduce -12.1% | 867,326 | $14.5M |
| Focus Partners Wealth | 0.02% | Add +1561.8% | 838,452 | $14.0M |
| MAI Capital Management | 0.08% | Add +27.6% | 832,156 | $13.9M |
| Clark Asset Management, LLC | 1.33% | Add +23.5% | 769,745 | $12.9M |
| Janney Montgomery Scott LLC | 0.03% | Add +8.0% | 699,390 | $11.7M |
| Cookson Peirce & Co. Inc. | 0.44% | Add +4.5% | 636,537 | $10.6M |
| Sanctuary Advisors, LLC | 0.06% | Add +1.3% | 624,306 | $10.4M |
| BCS Wealth Management | 1.05% | Add +116.8% | 620,872 | $10.4M |
| AMJ Financial Wealth Management | 2.49% | Add +1.2% | 619,816 | $10.3M |
| Lido Advisors, LLC | 0.04% | Add +16.6% | 609,442 | $10.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +2342.7% | 574,549 | $9.6M |
| Central Valley Advisors, LLC | 2.78% | Add +5.7% | 557,146 | $9.3M |
| Legacy Financial Group LLC | 1.13% | New | 550,382 | $9.2M |
| Modern Wealth Management, LLC | 0.16% | Add +2.9% | 537,300 | $9.0M |
| Osaic Holdings, Inc. | 0.01% | Add +12.8% | 519,130 | $8.7M |
| Asset Dedication, LLC | 0.54% | Add +23.4% | 496,329 | $8.3M |
| Goepper Burkhardt LLC | 2.70% | Add +23.8% | 495,453 | $8.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.0% | 478,098 | $8.0M |
| Jones Financial Companies LLLP | 0.00% | Add +27.5% | 477,569 | $8.0M |
| Decker Wealth Management LLC | 1.71% | — | 467,507 | $7.8M |
| Kirr Marbach & Co. LLC | 1.49% | New | 466,959 | $7.8M |
| Marietta Wealth Management, LLC | 0.82% | Add +4.9% | 426,463 | $7.1M |
| AA Financial Advisors, LLC | 1.26% | Reduce -17.3% | 407,002 | $6.8M |
| MML Investors Services, LLC | 0.02% | Add +16.2% | 390,931 | $6.5M |
| Waycross Investment Management Co | 5.64% | Add +0.4% | 384,235 | $6.4M |
| Carmel Capital Partners, LLC | 2.13% | Add +32.2% | 363,932 | $6.1M |
| &partners | 0.03% | Add +28.4% | 340,639 | $5.8M |
| Addison Advisors LLC | 1.28% | Add +5.2% | 342,512 | $5.7M |
| NorthAvenue LLC | 3.90% | — | 282,129 | $4.7M |
| Vaughan David Investments LLC | 0.10% | New | 275,640 | $4.6M |
| Stephens Inc. | 0.05% | Add +17.0% | 257,238 | $4.3M |
| Straight Path Wealth Management | 1.12% | Add +9.9% | 249,269 | $4.2M |
| Legacy CG, LLC | 1.12% | Add +7.6% | 239,712 | $4.0M |
| Morton Community Bank | 0.83% | Add +82.8% | 231,484 | $3.9M |
| Ledgewood Wealth Advisors, LLC | 2.18% | Add +68.1% | 226,352 | $3.8M |
| Horizons Wealth Management | 2.40% | Add +128.2% | 216,296 | $3.6M |
| Cetera Investment Advisers | 0.00% | Add +53.9% | 211,936 | $3.5M |
| Colonial Trust Advisors | 0.26% | Add +49.0% | 205,306 | $3.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +7.5% | 202,381 | $3.4M |
| Ameriprise Financial Inc. | 0.00% | Add +15.3% | 195,241 | $3.3M |
| Novare Capital Management LLC | 0.24% | Add +8.8% | 194,149 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.5% | 190,982 | $3.2M |
| Davis R M Inc. | 0.05% | Add +64.4% | 189,508 | $3.2M |
| Infinity Wealth Counsel, LLC | 2.83% | Add +21.8% | 186,315 | $3.1M |
| Farnam Financial LLC | 2.25% | Add +12.2% | 179,275 | $3.0M |
| Wilkins Miller Wealth Management, LLC | 1.75% | Add +15.2% | 176,242 | $2.9M |
| Atria Investments, Inc | 0.03% | Add +10.3% | 175,555 | $2.9M |
| Opulen Financial Group LLC | 2.04% | Add +3.6% | 167,474 | $2.8M |
| Carroll Advisory Group, LLC | 1.10% | — | 152,443 | $2.5M |
| LeClair Wealth Partners LLC | 1.39% | New | 143,741 | $2.4M |
| Equitable Holdings, Inc. | 0.01% | Add +5.0% | 127,819 | $2.1M |
| Captrust Financial Advisors | 0.00% | Add +30.9% | 125,129 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +22.9% | 119,191 | $2.0M |
| Ellevest, Inc. | 0.27% | Add +10.5% | 115,860 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +41.8% | 113,670 | $1.9M |
| Sawgrass Asset Management LLC | 0.22% | Add +2.9% | 105,909 | $1.8M |
| Carnegie Investment Counsel | 0.03% | Add +30.5% | 103,936 | $1.7M |
| Colonial Trust Co / SC | 0.23% | Add +17.9% | 103,097 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.6% | 101,976 | $1.7M |
| SFE Investment Counsel | 0.24% | Add +57.4% | 91,362 | $1.5M |
| G2 Capital Management, LLC / Oh | 0.35% | Add +1.1% | 88,164 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +7.4% | 87,468 | $1.5M |
| Butensky & Cohen Financial Security, Inc. | 0.39% | Add +6.8% | 86,878 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.2% | 85,289 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +7.4% | 83,022 | $1.4M |
| River Wealth Advisors LLC | 0.15% | Add +5.6% | 78,851 | $1.3M |
| Independence Bank of Kentucky | 0.16% | Add +1.3% | 76,281 | $1.3M |
| Everpar Advisors LLC | 0.45% | Add +6.2% | 72,803 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Add +431.7% | 71,450 | $1.2M |
| Heritage Trust Co | 0.12% | Add +63.1% | 70,118 | $1.2M |
| Avise Financial Cooperative, Inc. | 0.96% | — | 63,662 | $1.1M |
| Apeiron RIA LLC | 0.20% | Add +12.7% | 59,578 | $993K |
| Continuum Wealth Advisors, LLC | 0.36% | New | 56,409 | $942K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +165.7% | 54,811 | $915K |
| Redmond Asset Management, LLC | 0.22% | Add +5.3% | 52,031 | $869K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | Add +31.2% | 48,925 | $817K |
| Apella Capital, LLC | 0.02% | Add +0.8% | 48,642 | $812K |
| Fca Corp. | 0.22% | Add +2.8% | 47,719 | $797K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.5% | 45,822 | $765K |
| Coordinated Financial Services, Inc. | 0.43% | Add +8.0% | 44,444 | $742K |
"% of holder's portfolio" is BSCV's weight in each manager's 13F, not the share of Invesco Bulletshares 2031 CB the manager owns.