Invesco Bulletshares 2031 CBBSCVETF
13F holders, Q2 2026 (June 30)222holders +9
25new positions
12sold out
1famous investor
$16.39avg. 13F price*
At the end of Q2 2026, 222 institutions reported holding Invesco Bulletshares 2031 CB (BSCV) in their 13F filings, up 9 from Q1 2026. 25 opened new positions and 12 sold out. The largest holders were Aptus Capital Advisors, LLC ($177.5M), Morgan Stanley ($125.8M) and Raymond James Financial Inc. ($70.3M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $36.3M |
| Exits | 12 | $25.7M |
All 13F filers, Q1 2026 → Q2 2026: 11,917,696 shares bought and 4,654,258 shares sold, net +7,263,438 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 222 holders
| Aptus Capital Advisors, LLC | 1.30% | Add +1.8% | 10,832,928 | $177.5M |
| Morgan Stanley | 0.01% | Add +8.8% | 7,675,438 | $125.8M |
| Raymond James Financial Inc. | 0.02% | Add +8.5% | 4,287,858 | $70.3M |
| LPL Financial LLC | 0.01% | Add +34.6% | 3,510,216 | $57.5M |
| Atlantic Union Bankshares Corp | 0.84% | Add +25.7% | 3,071,589 | $50.3M |
| Invesco Ltd. | 0.00% | Add +15.4% | 2,445,458 | $40.1M |
| Avior Wealth Management, LLC | 1.03% | Reduce -10.7% | 2,400,792 | $39.3M |
| Hengehold Capital Management LLC | 3.04% | Add +6.6% | 2,395,263 | $39.2M |
| Wells Fargo & Company | 0.01% | Add +8.6% | 2,184,082 | $35.8M |
| Bank of America Corp. | 0.00% | Add +6.5% | 2,180,731 | $35.7M |
| UBS Group AG | 0.00% | Add +40.1% | 1,820,580 | $29.8M |
| Royal Bank of Canada | 0.00% | Add +19.0% | 1,645,463 | $27.0M |
| Moneco Advisors, LLC | 1.58% | Add +8.2% | 1,578,888 | $25.9M |
| &partners | 0.11% | Add +4.1% | 1,568,920 | $25.7M |
| Capital Investment Counsel, LLC | 2.71% | Add +1.9% | 1,335,960 | $21.9M |
| Stifel Financial Corp. | 0.02% | Add +3.8% | 1,311,336 | $21.5M |
| Headland Capital, LLC | 5.27% | Add +9.6% | 1,303,900 | $21.4M |
| Waverly Advisors, LLC | 0.12% | Add +5276.1% | 1,255,637 | $20.6M |
| Clark Asset Management, LLC | 1.48% | Add +17.9% | 1,149,628 | $18.8M |
| Baird Financial Group, Inc. | 0.02% | Add +6.8% | 1,054,065 | $17.3M |
| Janney Montgomery Scott LLC | 0.03% | Add +3.9% | 1,032,789 | $16.9M |
| GPM Growth Investors, Inc. | 6.79% | New | 991,889 | $16.3M |
| MAI Capital Management | 0.06% | Add +8.3% | 974,092 | $16.0M |
| Legacy Financial Group LLC | 1.56% | Add +44.1% | 846,268 | $13.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.4% | 750,708 | $12.3M |
| Jones Financial Companies LLLP | 0.00% | Add +18.4% | 688,529 | $11.3M |
| Cookson Peirce & Co. Inc. | 0.36% | Add +2.7% | 666,947 | $10.9M |
| Central Valley Advisors, LLC | 2.79% | Add +3.9% | 663,366 | $10.9M |
| Davis R M Inc. | 0.17% | Add +54.7% | 653,039 | $10.7M |
| AMJ Financial Wealth Management | 2.43% | No change | 622,503 | $10.2M |
| Lido Advisors, LLC | 0.04% | Add +3.6% | 612,339 | $10.0M |
| Hills Bank & Trust Co | 0.42% | Reduce -77.0% | 602,856 | $9.9M |
| Goepper Burkhardt LLC | 2.89% | Add +13.8% | 588,199 | $9.6M |
| Cornerstone Planning, LLC | 2.22% | Add +2.8% | 586,699 | $9.6M |
| Modern Wealth Management, LLC | 0.11% | Add +6.4% | 549,842 | $9.0M |
| Asset Dedication, LLC | 0.57% | Add +4.4% | 549,142 | $9.0M |
| Osaic Holdings, Inc. | 0.01% | Add +5.7% | 548,149 | $9.0M |
| Ameriprise Financial Inc. | 0.00% | Add +109.0% | 512,472 | $8.4M |
| Kirr Marbach & Co. LLC | 1.35% | Reduce -0.6% | 488,157 | $8.0M |
| Jane Street Group, LLC | 0.01% | Add +19.3% | 485,744 | $8.0M |
| HUB Investment Partners, LLC | 0.14% | Add +10.1% | 477,244 | $7.8M |
| Marietta Wealth Management, LLC | 0.80% | Add +5.4% | 476,339 | $7.8M |
| MML Investors Services, LLC | 0.02% | Add +21.6% | 464,246 | $7.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +276.9% | 456,905 | $7.5M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -27.4% | 453,793 | $7.4M |
| Red Spruce Capital, LLC | 2.41% | Add +915.3% | 422,257 | $6.9M |
| Decker Wealth Management LLC | 1.43% | Reduce -15.7% | 409,510 | $6.7M |
| Carmel Capital Partners, LLC | 2.14% | Add +1.2% | 395,166 | $6.5M |
| Vaughan David Investments LLC | 0.12% | Add +8.3% | 374,288 | $6.1M |
| Waycross Investment Management Co | 4.65% | Add +0.4% | 372,853 | $6.1M |
| Truist Financial Corp. | 0.01% | Add +692.9% | 369,076 | $6.0M |
| Apollon Wealth Management, LLC | 0.07% | New | 347,477 | $5.7M |
| Cetera Investment Advisers | 0.00% | Add +27.7% | 325,887 | $5.3M |
| BCS Wealth Management | 0.92% | Add +2.3% | 312,326 | $5.1M |
| NorthAvenue LLC | 3.56% | Add +5.5% | 303,722 | $5.0M |
| Stephens Inc. | 0.06% | Add +4.9% | 301,790 | $4.9M |
| Colonial Trust Advisors | 0.32% | Add +14.8% | 283,092 | $4.6M |
| Morton Community Bank | 0.90% | Add +8.0% | 268,400 | $4.4M |
| Straight Path Wealth Management | 1.01% | Add +0.4% | 263,721 | $4.3M |
| Ledgewood Wealth Advisors, LLC | 2.21% | Add +3.9% | 254,286 | $4.2M |
| Carroll Advisory Group, LLC | 1.34% | Add +16.4% | 249,394 | $4.1M |
| Novare Capital Management LLC | 0.26% | Add +9.2% | 221,568 | $3.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +5.9% | 220,534 | $3.6M |
| AA Financial Advisors, LLC | 0.42% | Reduce -2.5% | 215,472 | $3.5M |
| Infinity Wealth Counsel, LLC | 2.68% | Add +7.7% | 202,533 | $3.3M |
| Farnam Financial LLC | 2.32% | Add +4.0% | 194,069 | $3.2M |
| Opulen Financial Group LLC | 1.99% | Add +3.8% | 193,037 | $3.2M |
| Wilkins Miller Wealth Management, LLC | 1.63% | Add +1.0% | 180,949 | $3.0M |
| Savvy Advisors, Inc. | 0.06% | New | 176,932 | $2.9M |
| Addison Advisors LLC | 1.35% | Reduce -51.6% | 175,107 | $2.9M |
| Carnegie Investment Counsel | 0.06% | Add +50.7% | 174,505 | $2.9M |
| Captrust Financial Advisors | 0.00% | Add +17.6% | 164,328 | $2.7M |
| Fourpath Capital Management, LLC | 0.34% | Add +129.3% | 157,448 | $2.6M |
| Heritage Trust Co | 0.22% | Add +31.8% | 155,151 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +7.9% | 153,900 | $2.5M |
| Webster Bank, N. A. | 0.22% | New | 153,564 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +32.3% | 152,960 | $2.5M |
| LeClair Wealth Partners LLC | 1.28% | New | 150,853 | $2.5M |
| SFE Investment Counsel | 0.33% | Add +13.7% | 145,019 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.6% | 134,666 | $2.2M |
| Colonial Trust Co / SC | 0.26% | Add +7.3% | 126,375 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.8% | 120,387 | $2.0M |
| Ellevest, Inc. | 0.23% | Add +4.0% | 120,277 | $2.0M |
| ProVise Management Group, LLC | 0.13% | Add +121.8% | 114,515 | $1.9M |
| Sawgrass Asset Management LLC | 0.22% | Reduce -4.7% | 100,019 | $1.6M |
| Butensky & Cohen Financial Security, Inc. | 0.40% | Add +5.3% | 98,384 | $1.6M |
| Independence Bank of Kentucky | 0.18% | Add +11.2% | 94,920 | $1.6M |
| Oliver Luxxe Assets LLC | 0.22% | Add +53.1% | 92,889 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +18.5% | 91,409 | $1.5M |
| Everpar Advisors LLC | 0.42% | Add +12.7% | 90,601 | $1.5M |
| G2 Capital Management, LLC / Oh | 0.32% | Add +1.2% | 90,215 | $1.5M |
| Golden Reserve Retirement LLC | 0.23% | Add +38.6% | 89,745 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.9% | 88,397 | $1.4M |
| ArborFi Advisors, LLC | 1.01% | Add +3.9% | 84,791 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 83,666 | $1.4M |
| River Wealth Advisors LLC | 0.14% | Reduce -2.9% | 80,448 | $1.3M |
| Kinetic Wealth Investment Advisors LLC | 0.61% | — | 78,680 | $1.3M |
| Clearstead Advisors, LLC | 0.01% | Add +17.8% | 77,859 | $1.3M |
| Ark Wealth Advisors LLC | 1.13% | Add +25.6% | 77,649 | $1.3M |
| Farther Finance Advisors, LLC | 0.01% | Add +4.7% | 72,423 | $1.2M |
| Avise Financial Cooperative, Inc. | 0.83% | Add +10.4% | 70,825 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.2% | 69,877 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -8.8% | 68,552 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -60.8% | 66,402 | $1.1M |
| Continuum Wealth Advisors, LLC | 0.37% | Add +9.9% | 66,304 | $1.1M |
| CVFG LLC | 0.11% | No change | 62,568 | $1.0M |
| Redmond Asset Management, LLC | 0.25% | Add +7.8% | 61,367 | $1.0M |
| Legacy Wealth Management, LLC / MS | 0.26% | Add +22.9% | 61,145 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.00% | Add +7.6% | 59,134 | $969K |
| VestGen Advisors, LLC | 0.03% | Add +27.8% | 57,118 | $936K |
| Parallel Advisors, LLC | 0.01% | New | 55,212 | $905K |
| Fca Corp. | 0.22% | Add +3.6% | 54,044 | $886K |
| Principal Securities, Inc. | 0.01% | Add +9.9% | 51,096 | $837K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | No change | 48,975 | $802K |
| Integrated Wealth Concepts LLC | 0.01% | Add +23.9% | 48,904 | $801K |
| Apella Capital, LLC | 0.01% | Add +1.9% | 47,485 | $777K |
| Aprio Wealth Management, LLC | 0.04% | Add +289.8% | 45,594 | $747K |
| IMA Advisory Services, Inc. | 0.05% | New | 45,249 | $741K |
| Allen Capital Group, LLC | 0.06% | Add +10.4% | 41,278 | $676K |
| Hanover Advisors Inc. | 0.24% | Add +18.3% | 41,184 | $675K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 40,503 | $664K |
| Geneos Wealth Management Inc. | 0.01% | Add +2.1% | 39,850 | $653K |
| Sax Wealth Advisors, LLC | 0.03% | Add +32.9% | 37,325 | $614K |
| Stratos Wealth Partners, LTD. | 0.01% | No change | 35,300 | $578K |
| Wealth Quarterback LLC | 0.17% | Add +18.4% | 34,452 | $564K |
| Hobbs Group Advisors, LLC | 0.15% | Reduce -20.4% | 34,399 | $564K |
| Harbour Investments, Inc. | 0.01% | Add +62.2% | 33,476 | $548K |
| Ironwood Financial, llc | 0.08% | Add +1.3% | 32,840 | $534K |
| Apeiron RIA LLC | 0.13% | Reduce -56.3% | 31,526 | $517K |
| First Command Advisory Services, Inc. | 0.00% | Add +131.1% | 31,488 | $516K |
| Axis Wealth Partners, LLC | 0.25% | Add +4.2% | 31,187 | $511K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 31,016 | $508K |
| Capital Analysts, LLC | 0.01% | Add +32.3% | 30,761 | $504K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 29,000 | $475K |
| Quartz Partners, LLC | 0.15% | No change | 27,942 | $458K |
| Redwood Financial Network Corp | 0.24% | Add +7.4% | 26,263 | $430K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +0.5% | 25,908 | $424K |
| Mission Wealth Management, LP | 0.01% | Add +124.6% | 25,831 | $423K |
| United Capital Financial Advisors, LLC | 0.00% | Add +19.4% | 24,376 | $399K |
| JM2 Capital Inc. | 0.25% | Add +9.7% | 22,177 | $363K |
| Milestones Private Investment Advisors LLC | 0.29% | Reduce -3.6% | 22,129 | $363K |
| Whitener Capital Management, Inc. | 0.08% | Add +20.6% | 22,042 | $361K |
| Segment Wealth Management, LLC | 0.02% | Add +5.8% | 21,850 | $358K |
| ETF Store, Inc. | 0.29% | Add +18.0% | 21,421 | $351K |
| YANKCOM Partnership | 0.12% | No change | 20,733 | $340K |
| Silverlake Wealth Management LLC | 0.06% | No change | 20,634 | $338K |
| Howard Wealth Management, LLC | 0.12% | No change | 20,510 | $336K |
| Capital Investment Advisors, LLC | 0.00% | Add +3.3% | 20,367 | $334K |
| XY Planning Network, Inc. | 0.04% | Add +1.2% | 19,767 | $324K |
| Tempo Wealth, LLC | 0.05% | Reduce -0.2% | 19,698 | $323K |
| Axxcess Wealth Management, LLC | 0.00% | New | 18,817 | $308K |
| Private Advisor Group, LLC | 0.00% | Add +1.3% | 18,775 | $308K |
| Rothschild Wealth LLC | 0.02% | No change | 18,484 | $303K |
| Wingate Wealth Advisors, Inc. | 0.13% | Add +1.2% | 18,015 | $295K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 17,634 | $289K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -3.4% | 17,427 | $286K |
| Roundview Capital LLC | 0.02% | New | 16,801 | $275K |
| Bill Few Associates, Inc. | 0.06% | No change | 16,600 | $272K |
| HighTower Advisors, LLC | 0.00% | Add +12.8% | 16,283 | $267K |
| Legacy Wealth Partners, LLC | 0.06% | Reduce -19.9% | 16,131 | $264K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +27.6% | 15,961 | $262K |
| Cherry Tree Wealth Management, LLC | 0.05% | No change | 15,366 | $252K |
| RPg Family Wealth Advisory, LLC | 0.04% | Reduce -35.3% | 15,000 | $246K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.2% | 14,856 | $243K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 14,079 | $231K |
| CRA Financial Services, LLC | 0.03% | New | 13,575 | $222K |
| Accurate Wealth Management, LLC | 0.02% | Reduce -9.4% | 13,453 | $220K |
| Livet Wealth, LLC | 0.13% | New | 13,238 | $217K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -83.4% | 12,862 | $211K |
| Benjamin Edwards Inc. | 0.00% | Add +4.6% | 12,623 | $207K |
| Compton Financial Group, LLC | 0.04% | New | 12,206 | $200K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -1.8% | 12,124 | $199K |
| Gill Capital Partners, LLC | 0.05% | Reduce -13.3% | 12,035 | $197K |
| Darden Wealth Group Inc | 0.08% | No change | 12,000 | $197K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -54.8% | 11,792 | $193K |
| Kingsview Wealth Management, LLC | 0.00% | Add +5.3% | 11,638 | $191K |
| Berman McAleer LLC | 0.02% | New | 11,595 | $190K |
| Mariner, LLC | 0.00% | New | 11,503 | $188K |
| Somerset Trust Co | 0.05% | New | 11,454 | $188K |
| Mindset Wealth Management, LLC | 0.04% | No change | 11,370 | $186K |
| Larson Financial Group LLC | 0.00% | Reduce -11.7% | 11,219 | $184K |
| Sentinel Pension Advisors, LLC | 0.02% | Reduce -2.4% | 10,889 | $178K |
| Yoder Wealth Management, Inc. | 0.07% | Add +5.9% | 10,700 | $175K |
| Fifth Third Bancorp | 0.00% | Reduce -1.4% | 10,654 | $175K |
| Key Financial Inc | 0.03% | Add +3.4% | 10,599 | $174K |
| World Equity Group, Inc. | 0.04% | No change | 10,523 | $172K |
| RVW Wealth, LLC | 0.01% | No change | 10,220 | $167K |
| Knights of Columbus Asset Advisors LLC | 0.01% | Reduce -18.0% | 10,029 | $164K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.3% | 9,907 | $162K |
| US Bancorp \de | 0.00% | No change | 7,617 | $125K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -31.0% | 7,255 | $119K |
| IFP Advisors, Inc | 0.00% | Reduce -1.2% | 6,412 | $105K |
| Montag A & Associates Inc. | 0.00% | Reduce -32.4% | 6,254 | $102K |
| EP Wealth Advisors, LLC | 0.00% | New | 6,233 | $102K |
| Marquette Asset Management, LLC | 0.01% | No change | 5,626 | $92K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 5,000 | $82K |
| International Assets Investment Management, LLC | 0.00% | Add +671.8% | 4,631 | $76K |
| Sarver Vrooman Wealth Advisors | 0.04% | No change | 4,498 | $74K |
| SJS Investment Consulting Inc. | 0.01% | No change | 4,007 | $66K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 3,907 | $64K |
| Davis Capital Management | 0.03% | Add +7.1% | 3,404 | $56K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +14.8% | 3,346 | $55K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.0% | 2,555 | $42K |
| Eastern Bank | 0.00% | No change | 2,016 | $33K |
| AlphaCore Capital LLC | 0.00% | No change | 2,003 | $33K |
| FMR LLC | 0.00% | Reduce -25.1% | 1,989 | $33K |
| Allworth Financial LP | 0.00% | No change | 1,800 | $29K |
| IFG Advisory, LLC | 0.00% | New | 1,667 | $27K |
| Global Retirement Partners, LLC | 0.00% | — | 1,462 | $24K |
| City State Bank | 0.01% | No change | 1,343 | $22K |
| Smithfield Trust Co | 0.00% | No change | 1,309 | $22K |
| Private Trust Co. NA | 0.00% | New | 1,321 | $22K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,197 | $20K |
| JPMorgan Chase & Co. | 0.00% | Reduce -98.4% | 986 | $16K |
| Vanguard Advisers Inc. | 0.00% | No change | 884 | $14K |
| RHL Group, LLC | 0.01% | No change | 841 | $13K |
| BankPlus Trust Department | 0.00% | No change | 600 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +1.0% | 588 | $10K |
| Topsail Wealth Management, LLC | 0.00% | No change | 500 | $8K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 444 | $7K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.0% | 102 | $2K |
| Caldwell Trust Co | 0.00% | New | 62 | $1K |
"% of holder's portfolio" is BSCV's weight in each manager's 13F, not the share of Invesco Bulletshares 2031 CB the manager owns.