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 |
| Hobbs Group Advisors, LLC | 0.22% | Add +0.7% | 42,925 | $717K |
| Truist Financial Corp. | 0.00% | Add +5.3% | 41,252 | $689K |
| Allen Capital Group, LLC | 0.06% | Add +5.5% | 37,659 | $629K |
| Goldman Sachs Group Inc. | 0.00% | New | 37,600 | $628K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.6% | 35,441 | $592K |
| Oliver Luxxe Assets LLC | 0.09% | Add +24.3% | 35,436 | $592K |
| VestGen Advisors, LLC | 0.02% | Reduce -37.6% | 32,687 | $546K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +215.7% | 32,455 | $542K |
| Hanover Advisors Inc. | 0.21% | Add +7.3% | 32,038 | $535K |
| Ironwood Financial, llc | 0.09% | Add +0.9% | 31,710 | $529K |
| Integrated Wealth Concepts LLC | 0.01% | Add +29.4% | 30,433 | $508K |
| Axis Wealth Partners, LLC | 0.28% | Add +82.3% | 30,029 | $501K |
| Sax Wealth Advisors, LLC | 0.02% | Add +0.9% | 28,090 | $469K |
| Quartz Partners, LLC | 0.17% | Reduce -9.8% | 27,942 | $466K |
| Golden Reserve Retirement LLC | 0.08% | New | 27,545 | $460K |
| Capital Investment Advisory Services, LLC | 0.03% | New | 27,000 | $451K |
| Milestones Private Investment Advisors LLC | 0.30% | Add +32.3% | 26,080 | $435K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 26,072 | $435K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +1.7% | 25,542 | $426K |
| Waverly Advisors, LLC | 0.00% | Add +0.2% | 23,010 | $384K |
| Legacy Wealth Management, LLC / MS | 0.10% | New | 22,205 | $371K |
| Prosperity Wealth Management, Inc. | 0.12% | Add +92.8% | 20,775 | $347K |
| YANKCOM Partnership | 0.15% | Add +30.1% | 20,733 | $346K |
| Howard Wealth Management, LLC | 0.15% | New | 20,510 | $342K |
| Segment Wealth Management, LLC | 0.02% | No change | 20,420 | $341K |
| Legacy Wealth Partners, LLC | 0.09% | — | 20,419 | $341K |
| XY Planning Network, Inc. | 0.06% | New | 19,317 | $323K |
| Capital Investment Advisors, LLC | 0.00% | Add +5.4% | 19,210 | $321K |
| Capital Analysts, LLC | 0.01% | Add +17.3% | 19,068 | $318K |
| Rothschild Wealth LLC | 0.03% | New | 18,484 | $309K |
| Coastline Complete Wealth LLC | 0.19% | — | 18,402 | $307K |
| ETF Store, Inc. | 0.31% | Add +6.5% | 18,196 | $304K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 18,037 | $301K |
| Pinnacle Bancorp, Inc. | 0.09% | No change | 17,634 | $294K |
| Wingate Wealth Advisors, Inc. | 0.16% | New | 17,605 | $294K |
| Redwood Financial Network Corp | 0.19% | Add +11.1% | 17,453 | $291K |
| Bill Few Associates, Inc. | 0.07% | Add +56.6% | 16,600 | $277K |
| Citadel Advisors | 0.00% | New | 16,450 | $275K |
| Diversified Portfolios, Inc. | 0.02% | New | 16,445 | $275K |
| Cherry Tree Wealth Management, LLC | 0.05% | No change | 15,366 | $257K |
| United Capital Financial Advisors, LLC | 0.00% | New | 15,342 | $256K |
| RPg Family Wealth Advisory, LLC | 0.06% | New | 15,000 | $250K |
| Principal Securities, Inc. | 0.00% | Add +21.8% | 14,772 | $247K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +1.1% | 14,606 | $244K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.1% | 14,519 | $242K |
| Accurate Wealth Management, LLC | 0.03% | New | 14,485 | $242K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +638.0% | 14,236 | $238K |
| JM2 Capital Inc. | 0.19% | — | 14,105 | $235K |
| Tempo Wealth, LLC | 0.04% | — | 13,788 | $230K |
| First Command Advisory Services, Inc. | 0.00% | Add +0.9% | 13,335 | $223K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 13,146 | $219K |
| Harbour Investments, Inc. | 0.00% | Reduce -23.4% | 13,116 | $219K |
| Compound Planning, Inc. | 0.01% | Reduce -25.4% | 12,689 | $212K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 12,092 | $202K |
| Benjamin Edwards Inc. | 0.00% | No change | 12,068 | $201K |
| Darden Wealth Group Inc | 0.10% | No change | 12,000 | $200K |
| Silverlake Wealth Management LLC | 0.04% | New | 11,997 | $200K |
| Aprio Wealth Management, LLC | 0.01% | New | 11,657 | $195K |
| Private Advisor Group, LLC | 0.00% | Add +5.6% | 11,505 | $192K |
| Mindset Wealth Management, LLC | 0.05% | Reduce -0.9% | 11,370 | $190K |
| PNC Financial Services Group, Inc. | 0.00% | Add +85.3% | 11,203 | $187K |
| Kingsview Wealth Management, LLC | 0.00% | Add +3.1% | 10,926 | $182K |
| World Equity Group, Inc. | 0.05% | New | 10,523 | $176K |
| Key Financial Inc | 0.03% | No change | 10,249 | $171K |
| Yoder Wealth Management, Inc. | 0.08% | No change | 10,100 | $169K |
| Cwm, LLC | 0.00% | Add +5976.4% | 10,026 | $167K |
| Montag A & Associates Inc. | 0.01% | Add +184.4% | 9,254 | $154K |
| Comerica Bank | 0.00% | Reduce -74.3% | 9,051 | $151K |
| Larson Financial Group LLC | 0.00% | Add +27.2% | 8,420 | $141K |
| IFP Advisors, Inc | 0.00% | No change | 6,240 | $104K |
| Marquette Asset Management, LLC | 0.01% | Add +5.1% | 5,626 | $94K |
| Eastern Bank | 0.00% | Reduce -37.1% | 4,962 | $83K |
| SJS Investment Consulting Inc. | 0.01% | No change | 4,007 | $67K |
| US Bancorp \de | 0.00% | No change | 3,882 | $65K |
| Davis Capital Management | 0.04% | No change | 3,179 | $53K |
| Laurel Wealth Advisors LLC | 0.01% | New | 3,000 | $50K |
| Farther Finance Advisors, LLC | 0.00% | Add +248.4% | 2,439 | $41K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 2,198 | $37K |
| AlphaCore Capital LLC | 0.00% | New | 2,003 | $33K |
| Allworth Financial LP | 0.00% | Add +9.1% | 1,800 | $30K |
| Smithfield Trust Co | 0.00% | No change | 1,309 | $22K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,197 | $20K |
| Jessup Wealth Management, Inc | 0.01% | New | 906 | $15K |
| RHL Group, LLC | 0.01% | — | 841 | $14K |
| Fifth Third Bancorp | 0.00% | Add +47.8% | 739 | $12K |
| FMR LLC | 0.00% | Add +2312.0% | 603 | $10K |
| International Assets Investment Management, LLC | 0.00% | New | 600 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 577 | $10K |
| Align Financial, LLC | 0.00% | — | 6,628 | $7K |
| Blue Trust, Inc. | 0.00% | New | 367 | $6K |
| AE Wealth Management LLC | 0.00% | Reduce -76.3% | 274 | $5K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.0% | 100 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -99.0% | 25 | $417 |
| Sound Income Strategies, LLC | 0.00% | No change | 1 | $15 |
"% of holder's portfolio" is BSCV's weight in each manager's 13F, not the share of Invesco Bulletshares 2031 CB the manager owns.