Invesco Bulletshares 2031 CBBSCVETF
13F holders, Q1 2026 (March 31)213holders +19
30new positions
11sold out
1famous investor
$16.46avg. 13F price*
At the end of Q1 2026, 213 institutions reported holding Invesco Bulletshares 2031 CB (BSCV) in their 13F filings, up 19 from Q4 2025. 30 opened new positions and 11 sold out. The largest holders were Aptus Capital Advisors, LLC ($175.2M), Morgan Stanley ($116.1M) and Raymond James Financial Inc. ($65.0M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $36.8M |
| Exits | 11 | $9.2M |
All 13F filers, Q4 2025 → Q1 2026: 8,995,680 shares bought and 3,734,364 shares sold, net +5,261,316 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 213 holders
| Aptus Capital Advisors, LLC | 1.47% | Add +1.8% | 10,644,420 | $175.2M |
| Morgan Stanley | 0.01% | Add +15.1% | 7,053,544 | $116.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -1.5% | 3,950,761 | $65.0M |
| Avior Wealth Management, LLC | 1.26% | Reduce -0.9% | 2,688,721 | $44.3M |
| Hills Bank & Trust Co | 2.09% | Add +9.8% | 2,624,341 | $43.2M |
| LPL Financial LLC | 0.01% | Reduce -29.2% | 2,607,870 | $42.9M |
| Atlantic Union Bankshares Corp | 0.77% | Add +10.9% | 2,443,087 | $40.2M |
| Hengehold Capital Management LLC | 3.23% | Add +2.3% | 2,247,878 | $37.0M |
| Invesco Ltd. | 0.00% | Add +5.7% | 2,118,347 | $34.9M |
| Bank of America Corp. | 0.00% | Add +17.7% | 2,048,401 | $33.7M |
| Wells Fargo & Company | 0.01% | Add +15.2% | 2,012,064 | $33.1M |
| &partners | 0.12% | Add +342.4% | 1,506,927 | $24.8M |
| Moneco Advisors, LLC | 1.86% | Add +6.8% | 1,459,850 | $24.0M |
| Royal Bank of Canada | 0.00% | Add +10.6% | 1,382,583 | $22.8M |
| Capital Investment Counsel, LLC | 2.96% | Add +1.9% | 1,310,877 | $21.6M |
| UBS Group AG | 0.00% | Add +6.0% | 1,299,279 | $21.4M |
| Stifel Financial Corp. | 0.02% | Add +6.0% | 1,263,704 | $20.8M |
| TruWealth Advisors, LLC | 0.98% | Reduce -2.7% | 1,242,679 | $20.5M |
| Headland Capital, LLC | 5.52% | Add +3.6% | 1,190,087 | $19.6M |
| Janney Montgomery Scott LLC | 0.04% | Add +42.2% | 994,524 | $16.4M |
| Baird Financial Group, Inc. | 0.03% | Add +3.7% | 987,210 | $16.2M |
| Clark Asset Management, LLC | 1.51% | Add +26.7% | 974,950 | $16.0M |
| MAI Capital Management | 0.08% | Add +8.1% | 899,121 | $14.8M |
| Focus Partners Wealth | 0.02% | Add +2.4% | 858,286 | $14.1M |
| Motley Fool Wealth Management, LLC | 1.22% | Reduce -24.5% | 654,597 | $10.8M |
| Cookson Peirce & Co. Inc. | 0.45% | Add +2.0% | 649,604 | $10.7M |
| Central Valley Advisors, LLC | 2.87% | Add +14.6% | 638,344 | $10.5M |
| Sanctuary Advisors, LLC | 0.06% | Add +0.1% | 625,123 | $10.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +30.5% | 623,742 | $10.3M |
| AMJ Financial Wealth Management | 2.43% | Add +0.4% | 622,503 | $10.2M |
| Lido Advisors, LLC | 0.04% | Reduce -3.0% | 591,197 | $9.7M |
| Legacy Financial Group LLC | 1.22% | Add +6.7% | 587,420 | $9.7M |
| Jones Financial Companies LLLP | 0.00% | Add +21.7% | 581,283 | $9.5M |
| Cornerstone Planning, LLC | 2.12% | New | 570,689 | $9.4M |
| Asset Dedication, LLC | 0.61% | Add +6.0% | 526,220 | $8.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.1% | 518,819 | $8.5M |
| Modern Wealth Management, LLC | 0.15% | Reduce -3.8% | 516,916 | $8.5M |
| Goepper Burkhardt LLC | 2.84% | Add +4.3% | 516,873 | $8.5M |
| Kirr Marbach & Co. LLC | 1.47% | Add +5.2% | 491,310 | $8.1M |
| Decker Wealth Management LLC | 1.82% | Add +3.9% | 485,735 | $8.0M |
| Independent Advisor Alliance | 0.08% | New | 469,311 | $7.7M |
| Marietta Wealth Management, LLC | 0.88% | Add +6.0% | 451,928 | $7.4M |
| HUB Investment Partners, LLC | 0.17% | Reduce -56.5% | 433,577 | $7.1M |
| Davis R M Inc. | 0.12% | Add +122.7% | 422,068 | $6.9M |
| Jane Street Group, LLC | 0.01% | New | 407,186 | $6.7M |
| Carmel Capital Partners, LLC | 2.32% | Add +7.3% | 390,386 | $6.4M |
| MML Investors Services, LLC | 0.02% | Reduce -2.4% | 381,692 | $6.3M |
| Waycross Investment Management Co | 5.84% | Reduce -3.3% | 371,492 | $6.1M |
| Addison Advisors LLC | 1.32% | Add +5.6% | 361,721 | $6.0M |
| Vaughan David Investments LLC | 0.12% | Add +25.4% | 345,733 | $5.7M |
| BCS Wealth Management | 1.03% | Reduce -50.8% | 305,460 | $5.0M |
| NorthAvenue LLC | 3.77% | Add +2.0% | 287,857 | $4.7M |
| Stephens Inc. | 0.06% | Add +11.8% | 287,641 | $4.7M |
| Straight Path Wealth Management | 1.16% | Add +5.4% | 262,712 | $4.3M |
| Cetera Investment Advisers | 0.00% | Add +20.4% | 255,125 | $4.2M |
| Morton Community Bank | 0.89% | Add +7.3% | 248,434 | $4.1M |
| Colonial Trust Advisors | 0.32% | Add +20.1% | 246,557 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Add +25.6% | 245,240 | $4.0M |
| Ledgewood Wealth Advisors, LLC | 2.27% | Add +8.1% | 244,648 | $4.0M |
| Coastline Complete Wealth LLC | 2.39% | Add +1175.5% | 234,726 | $3.9M |
| AA Financial Advisors, LLC | 0.51% | Reduce -45.7% | 220,895 | $3.6M |
| Horizons Wealth Management | 2.38% | Add +0.3% | 216,913 | $3.6M |
| Carroll Advisory Group, LLC | 1.37% | Add +40.5% | 214,240 | $3.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +2.9% | 208,302 | $3.4M |
| Novare Capital Management LLC | 0.26% | Add +4.5% | 202,845 | $3.3M |
| Infinity Wealth Counsel, LLC | 2.84% | Add +1.0% | 188,108 | $3.1M |
| Farnam Financial LLC | 2.53% | Add +4.1% | 186,660 | $3.1M |
| Opulen Financial Group LLC | 2.15% | Add +11.1% | 185,982 | $3.1M |
| Wilkins Miller Wealth Management, LLC | 1.78% | Add +1.6% | 179,123 | $2.9M |
| Atria Investments, Inc | 0.03% | Reduce -3.5% | 169,334 | $2.8M |
| Cwm, LLC | 0.01% | Add +1543.1% | 164,739 | $2.7M |
| Equitable Holdings, Inc. | 0.02% | Add +11.6% | 142,589 | $2.4M |
| Captrust Financial Advisors | 0.00% | Add +11.7% | 139,765 | $2.3M |
| SFE Investment Counsel | 0.34% | Add +39.7% | 127,603 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +43.1% | 125,177 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 123,564 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +20.4% | 122,824 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.7% | 121,226 | $2.0M |
| Colonial Trust Co / SC | 0.26% | Add +14.3% | 117,812 | $1.9M |
| Heritage Trust Co | 0.19% | Add +67.9% | 117,720 | $1.9M |
| Carnegie Investment Counsel | 0.04% | Add +11.4% | 115,802 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.7% | 115,599 | $1.9M |
| Ellevest, Inc. | 0.26% | Reduce -0.2% | 115,611 | $1.9M |
| Sawgrass Asset Management LLC | 0.26% | Reduce -0.9% | 104,899 | $1.7M |
| Butensky & Cohen Financial Security, Inc. | 0.40% | Add +7.5% | 93,385 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -52.4% | 90,997 | $1.5M |
| G2 Capital Management, LLC / Oh | 0.36% | Add +1.1% | 89,162 | $1.5M |
| Independence Bank of Kentucky | 0.18% | Add +11.9% | 85,370 | $1.4M |
| River Wealth Advisors LLC | 0.16% | Add +5.1% | 82,865 | $1.4M |
| ArborFi Advisors, LLC | 1.10% | New | 81,585 | $1.3M |
| Everpar Advisors LLC | 0.46% | Add +10.4% | 80,413 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -86.5% | 77,365 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -7.1% | 77,145 | $1.3M |
| Citadel Advisors | 0.00% | Add +356.9% | 75,158 | $1.2M |
| Apeiron RIA LLC | 0.28% | Add +21.0% | 72,072 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Add +2735.5% | 69,158 | $1.1M |
| Fourpath Capital Management, LLC | 0.16% | New | 68,652 | $1.1M |
| Clearstead Advisors, LLC | 0.01% | Reduce -7.5% | 66,081 | $1.1M |
| Golden Reserve Retirement LLC | 0.22% | Add +135.1% | 64,748 | $1.1M |
| Avise Financial Cooperative, Inc. | 0.88% | Add +0.8% | 64,144 | $1.1M |
"% of holder's portfolio" is BSCV's weight in each manager's 13F, not the share of Invesco Bulletshares 2031 CB the manager owns.