Invesco Bulletshares 2032 CBBSCWETF
13F holders, Q2 2024 (June 30)72holders
6new positions
7sold out
1famous investor
$19.67avg. 13F price*
At the end of Q2 2024, 72 institutions reported holding Invesco Bulletshares 2032 CB (BSCW) in their 13F filings, unchanged from Q1 2024. 6 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($61.3M), Aptus Capital Advisors, LLC ($35.3M) and Wells Fargo & Company ($32.3M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.6M |
| Exits | 7 | $6.0M |
All 13F filers, Q1 2024 → Q2 2024: 3,586,260 shares bought and 1,978,566 shares sold, net +1,607,694 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Morgan Stanley | 0.00% | Reduce -18.8% | 3,062,227 | $61.3M |
| Aptus Capital Advisors, LLC | 0.67% | Add +33.1% | 1,760,863 | $35.3M |
| Wells Fargo & Company | 0.01% | Add +4.4% | 1,614,969 | $32.3M |
| Eastern Bank | 1.15% | Add +6.3% | 1,416,653 | $28.4M |
| Raymond James & Associates | 0.02% | Add +382.7% | 1,305,613 | $26.1M |
| Motley Fool Wealth Management, LLC | 1.13% | Add +59.2% | 1,101,918 | $22.1M |
| Atlantic Union Bankshares Corp | 1.23% | Add +22.6% | 986,339 | $19.7M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +102.4% | 928,699 | $18.6M |
| LPL Financial LLC | 0.01% | Add +14.8% | 815,751 | $16.3M |
| Vishria Bird Financial Group, LLC | 5.34% | Reduce -0.7% | 634,790 | $12.7M |
| Sterling Financial Group, Inc. | 4.79% | Add +1.2% | 527,567 | $10.6M |
| Cookson Peirce & Co. Inc. | 0.45% | Add +0.5% | 463,538 | $9.3M |
| Gill Capital Partners, LLC | 3.32% | Add +4.4% | 428,359 | $8.6M |
| UBS Group AG | 0.00% | Reduce -21.9% | 396,854 | $7.9M |
| Invesco Ltd. | 0.00% | Add +19.9% | 355,156 | $7.1M |
| Bank of America Corp. | 0.00% | Add +31.8% | 221,331 | $4.4M |
| Addison Advisors LLC | 1.07% | Add +8.2% | 166,285 | $3.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.9% | 160,937 | $3.2M |
| Wintrust Investments LLC | 0.26% | Reduce -5.8% | 158,170 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.3% | 149,779 | $3.0M |
| BCS Wealth Management | 1.37% | Add +78.2% | 140,680 | $2.8M |
| Exchange Capital Management, Inc. | 0.40% | Add +43.7% | 121,395 | $2.4M |
| Lido Advisors, LLC | 0.02% | No change | 106,781 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -57.1% | 95,580 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -70.6% | 95,216 | $1.9M |
| Citadel Advisors | 0.00% | Add +24.1% | 82,949 | $1.7M |
| Total Clarity Wealth Management, Inc. | 0.49% | Reduce -75.9% | 70,736 | $1.4M |
| Clark Asset Management, LLC | 0.36% | Add +8.8% | 64,604 | $1.3M |
| TLWM | 0.28% | No change | 63,737 | $1.3M |
| G2 Capital Management, LLC / Oh | 0.38% | Add +1.3% | 61,610 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -79.3% | 55,604 | $1.1M |
| Sawgrass Asset Management LLC | 0.12% | No change | 55,031 | $1.1M |
| Ellevest, Inc. | 0.06% | Add +12.6% | 52,256 | $1.0M |
| Asset Dedication, LLC | 0.07% | Add +35.0% | 50,950 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.8% | 49,446 | $990K |
| Headinvest, LLC | 0.19% | Add +1.1% | 47,946 | $960K |
| Butensky & Cohen Financial Security, Inc. | 0.30% | Add +10.4% | 46,903 | $939K |
| Independence Bank of Kentucky | 0.24% | Add +68.2% | 44,776 | $896K |
| HUB Investment Partners, LLC | 0.04% | Add +111.2% | 42,322 | $847K |
| MML Investors Services, LLC | 0.00% | Add +8.5% | 41,349 | $828K |
| Sanctuary Advisors, LLC | 0.01% | — | 41,812 | $822K |
| Atria Investments, Inc | 0.01% | New | 40,342 | $808K |
| Kestra Advisory Services, LLC | 0.00% | Add +20.1% | 31,478 | $630K |
| &partners | 0.02% | New | 26,834 | $537K |
| Stephens Inc. | 0.01% | Add +28.3% | 26,742 | $535K |
| Equitable Holdings, Inc. | 0.01% | Reduce -50.0% | 26,549 | $532K |
| Moneco Advisors, LLC | 0.07% | Reduce -20.8% | 25,334 | $507K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +57.0% | 21,306 | $427K |
| Strategic Financial Concepts, LLC | 0.22% | Add +1386.2% | 345,907 | $371K |
| Obsidian Cio, LLC | 0.08% | No change | 16,593 | $332K |
| Dover Advisors, LLC | 0.20% | Add +17.6% | 16,357 | $327K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 15,132 | $303K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -8.2% | 15,118 | $303K |
| Colonial Trust Co / SC | 0.05% | No change | 15,000 | $300K |
| Coordinated Financial Services, Inc. | 0.24% | Add +36.2% | 13,660 | $273K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 13,375 | $268K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 12,685 | $254K |
| Jones Financial Companies LLLP | 0.00% | New | 12,273 | $246K |
| Davis Capital Management | 0.16% | Add +20.7% | 9,480 | $189K |
| US Bancorp \de | 0.00% | No change | 9,174 | $184K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +39.5% | 8,053 | $161K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +205.2% | 7,477 | $150K |
| First Command Advisory Services, Inc. | 0.00% | No change | 6,283 | $126K |
| Marquette Asset Management, LLC | 0.02% | Add +0.9% | 4,507 | $90K |
| Capital Analysts, LLC | 0.00% | Add +157.2% | 3,973 | $80K |
| Comerica Bank | 0.00% | No change | 3,180 | $64K |
| Knights of Columbus Asset Advisors LLC | 0.00% | New | 1,749 | $35K |
| Smithfield Trust Co | 0.00% | Add +2.9% | 1,084 | $22K |
| Hobbs Group Advisors, LLC | 0.01% | — | 1,047 | $21K |
| Larson Financial Group LLC | 0.00% | New | 1,016 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.2% | 253 | $5K |
| Farther Finance Advisors, LLC | 0.00% | New | 138 | $3K |
"% of holder's portfolio" is BSCW's weight in each manager's 13F, not the share of Invesco Bulletshares 2032 CB the manager owns.