Invesco Bulletshares 2032 CBBSCWETF
13F holders, Q1 2024 (March 31)72holders
1famous investor
$20.24avg. 13F price*
At the end of Q1 2024, 72 institutions reported holding Invesco Bulletshares 2032 CB (BSCW) in their 13F filings. The largest holders were Morgan Stanley ($76.4M), Wells Fargo & Company ($31.3M) and Eastern Bank ($27.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bulletshares 2032 CB
- CUSIP
- 46139W858
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $31.8M |
| Exits | 3 | $80K |
Ownership 72 holders
| Morgan Stanley | 0.01% | Add +19.6% | 3,770,644 | $76.4M |
| Wells Fargo & Company | 0.01% | Add +11.7% | 1,547,059 | $31.3M |
| Eastern Bank | 1.12% | Add +3436.3% | 1,332,156 | $27.0M |
| Aptus Capital Advisors, LLC | 0.58% | New | 1,323,101 | $26.8M |
| Atlantic Union Bankshares Corp | 1.37% | Add +20.9% | 804,866 | $16.3M |
| LPL Financial LLC | 0.01% | Add +119.3% | 710,485 | $14.4M |
| Motley Fool Wealth Management, LLC | 0.72% | Add +5.4% | 692,042 | $14.0M |
| Vishria Bird Financial Group, LLC | 5.54% | Add +0.7% | 638,990 | $12.9M |
| Sterling Financial Group, Inc. | 5.01% | Add +3723.2% | 521,363 | $10.6M |
| UBS Group AG | 0.00% | Add +79.4% | 508,339 | $10.3M |
| Cookson Peirce & Co. Inc. | 0.50% | Add +8.6% | 461,461 | $9.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +55.2% | 458,922 | $9.3M |
| Gill Capital Partners, LLC | 3.26% | Add +5.2% | 410,361 | $8.1M |
| Osaic Holdings, Inc. | 0.01% | Add +606.9% | 324,153 | $6.6M |
| Invesco Ltd. | 0.00% | Add +28.2% | 296,161 | $6.0M |
| Total Clarity Wealth Management, Inc. | 2.07% | Add +13.2% | 293,845 | $6.0M |
| Raymond James & Associates | 0.00% | Add +251.2% | 270,473 | $5.5M |
| Royal Bank of Canada | 0.00% | Reduce -22.4% | 268,729 | $5.4M |
| Jane Street Group, LLC | 0.01% | Reduce -48.8% | 222,835 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | Add +72.4% | 176,605 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -59.2% | 170,754 | $3.5M |
| Bank of America Corp. | 0.00% | Add +69.8% | 167,949 | $3.4M |
| Wintrust Investments LLC | 0.30% | Add +0.5% | 167,894 | $3.4M |
| Addison Advisors LLC | 1.07% | Add +12.8% | 153,633 | $3.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.4% | 153,468 | $3.1M |
| Lido Advisors, LLC | 0.02% | No change | 106,781 | $2.2M |
| Exchange Capital Management, Inc. | 0.28% | New | 84,500 | $1.7M |
| BCS Wealth Management | 0.51% | Add +28.9% | 78,961 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -66.7% | 66,847 | $1.4M |
| TLWM | 0.29% | Add +25.5% | 63,737 | $1.3M |
| G2 Capital Management, LLC / Oh | 0.40% | Add +1.2% | 60,818 | $1.2M |
| Clark Asset Management, LLC | 0.37% | Add +64.3% | 59,351 | $1.2M |
| Sawgrass Asset Management LLC | 0.12% | Add +72.3% | 55,031 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +11.7% | 53,146 | $1.1M |
| Headinvest, LLC | 0.19% | No change | 47,450 | $961K |
| Ellevest, Inc. | 0.06% | Add +22.1% | 46,422 | $940K |
| Old Mission Capital LLC | 0.02% | New | 43,806 | $887K |
| Envestnet Asset Management Inc. | 0.00% | Add +18.1% | 43,450 | $880K |
| Butensky & Cohen Financial Security, Inc. | 0.27% | Add +16.1% | 42,482 | $860K |
| MML Investors Services, LLC | 0.00% | Add +14.1% | 38,123 | $772K |
| Asset Dedication, LLC | 0.06% | Add +24.1% | 37,728 | $764K |
| Cetera Investment Advisers | 0.00% | New | 36,770 | $745K |
| Moneco Advisors, LLC | 0.10% | Add +48.9% | 31,972 | $647K |
| American National Bank & Trust Co. | 0.13% | — | 26,901 | $545K |
| Independence Bank of Kentucky | 0.16% | Add +81.7% | 26,625 | $539K |
| Kestra Advisory Services, LLC | 0.00% | Add +93.1% | 26,219 | $531K |
| Strategic Financial Concepts, LLC | 0.11% | Add +25.4% | 23,274 | $471K |
| Stephens Inc. | 0.01% | New | 20,850 | $422K |
| HUB Investment Partners, LLC | 0.02% | New | 20,039 | $406K |
| Captrust Financial Advisors | 0.00% | Add +0.9% | 18,073 | $366K |
| Obsidian Cio, LLC | 0.08% | No change | 16,593 | $336K |
| Integrated Wealth Concepts LLC | 0.00% | Add +59.5% | 16,459 | $333K |
| Cherry Tree Wealth Management, LLC | 0.08% | New | 15,132 | $306K |
| Colonial Trust Co / SC | 0.06% | No change | 15,000 | $304K |
| Dover Advisors, LLC | 0.19% | New | 13,909 | $282K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 13,568 | $275K |
| Rockefeller Capital Management L.P. | 0.00% | Add +12.4% | 13,375 | $271K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Add +24.4% | 12,685 | $257K |
| Hanover Advisors Inc. | 0.10% | New | 11,318 | $229K |
| Coordinated Financial Services, Inc. | 0.18% | — | 10,029 | $203K |
| Darden Wealth Group Inc | 0.16% | No change | 10,000 | $203K |
| US Bancorp \de | 0.00% | Add +17.2% | 9,174 | $186K |
| Davis Capital Management | 0.14% | Add +608.1% | 7,853 | $158K |
| First Command Advisory Services, Inc. | 0.00% | Add +2.0% | 6,283 | $127K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +3.2% | 5,771 | $117K |
| Marquette Asset Management, LLC | 0.02% | No change | 4,466 | $90K |
| Comerica Bank | 0.00% | No change | 3,180 | $64K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 2,450 | $50K |
| Capital Analysts, LLC | 0.00% | Add +0.4% | 1,545 | $31K |
| Smithfield Trust Co | 0.00% | No change | 1,053 | $21K |
| PNC Financial Services Group, Inc. | 0.00% | New | 250 | $5K |
| First PREMIER Bank | 0.00% | New | 191 | $4K |
"% of holder's portfolio" is BSCW's weight in each manager's 13F, not the share of Invesco Bulletshares 2032 CB the manager owns.