Invesco Bulletshares 2032 CBBSCWETF
13F holders, Q3 2024 (September 30)87holders +15
16new positions
1sold out
1famous investor
$20.97avg. 13F price*
At the end of Q3 2024, 87 institutions reported holding Invesco Bulletshares 2032 CB (BSCW) in their 13F filings, up 15 from Q2 2024. 16 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($64.7M), Aptus Capital Advisors, LLC ($50.9M) and Wells Fargo & Company ($37.9M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $9.7M |
| Exits | 1 | $822K |
All 13F filers, Q2 2024 → Q3 2024: 3,175,008 shares bought and 652,768 shares sold, net +2,522,240 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| Morgan Stanley | 0.00% | Add +0.7% | 3,084,097 | $64.7M |
| Aptus Capital Advisors, LLC | 0.77% | Add +37.7% | 2,425,254 | $50.9M |
| Wells Fargo & Company | 0.01% | Add +12.0% | 1,808,701 | $37.9M |
| Raymond James & Associates | 0.02% | Add +27.2% | 1,660,773 | $34.8M |
| Eastern Bank | 0.54% | Add +1.3% | 1,435,537 | $30.1M |
| Atlantic Union Bankshares Corp | 1.40% | Add +16.6% | 1,149,834 | $24.1M |
| Motley Fool Wealth Management, LLC | 1.12% | Reduce -3.6% | 1,061,760 | $22.3M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +9.8% | 1,019,441 | $21.4M |
| LPL Financial LLC | 0.01% | Add +23.4% | 1,006,780 | $21.1M |
| Vishria Bird Financial Group, LLC | 5.04% | Reduce -0.2% | 633,724 | $13.3M |
| Sterling Financial Group, Inc. | 4.79% | Add +1.4% | 534,898 | $11.2M |
| Bank of America Corp. | 0.00% | Add +126.3% | 500,806 | $10.5M |
| Invesco Ltd. | 0.00% | Add +37.0% | 486,588 | $10.2M |
| UBS Group AG | 0.00% | Add +20.4% | 477,630 | $10.0M |
| Gill Capital Partners, LLC | 3.46% | Add +7.5% | 460,347 | $9.7M |
| Cookson Peirce & Co. Inc. | 0.45% | Reduce -1.0% | 458,696 | $9.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | New | 240,030 | $5.0M |
| Addison Advisors LLC | 1.14% | Add +17.7% | 195,764 | $4.1M |
| BCS Wealth Management | 1.74% | Add +38.6% | 194,957 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.1% | 178,811 | $3.8M |
| Exchange Capital Management, Inc. | 0.52% | Add +27.8% | 155,180 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.7% | 127,756 | $2.7M |
| Clark Asset Management, LLC | 0.55% | Add +90.7% | 123,205 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Add +19.2% | 113,472 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +102.0% | 112,329 | $2.4M |
| Lido Advisors, LLC | 0.02% | Add +1.0% | 107,832 | $2.3M |
| Total Clarity Wealth Management, Inc. | 0.57% | Add +18.4% | 83,757 | $1.8M |
| Stephens Inc. | 0.02% | Add +178.4% | 74,457 | $1.6M |
| Sawgrass Asset Management LLC | 0.16% | Add +34.4% | 73,971 | $1.6M |
| Asset Dedication, LLC | 0.10% | Add +36.7% | 69,656 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -16.2% | 69,475 | $1.5M |
| Ellevest, Inc. | 0.08% | Add +29.0% | 67,431 | $1.4M |
| Farnam Financial LLC | 1.49% | — | 64,850 | $1.4M |
| TLWM | 0.27% | No change | 63,737 | $1.3M |
| G2 Capital Management, LLC / Oh | 0.39% | Add +1.3% | 62,405 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +18.2% | 58,456 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +37.2% | 55,361 | $1.2M |
| HUB Investment Partners, LLC | 0.05% | Add +28.3% | 54,302 | $1.1M |
| Butensky & Cohen Financial Security, Inc. | 0.30% | Add +3.8% | 48,694 | $1.0M |
| Headinvest, LLC | 0.19% | No change | 47,946 | $1.0M |
| Independence Bank of Kentucky | 0.22% | Add +6.8% | 47,806 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -50.5% | 47,343 | $993K |
| MML Investors Services, LLC | 0.00% | Add +7.1% | 44,297 | $929K |
| Susquehanna International Group, LLP | 0.00% | New | 43,061 | $903K |
| Jones Financial Companies LLLP | 0.00% | Add +240.2% | 41,755 | $877K |
| Kestra Advisory Services, LLC | 0.00% | Add +22.5% | 38,555 | $808K |
| Fca Corp. | 0.18% | New | 28,197 | $591K |
| &partners | 0.01% | Reduce -1.0% | 26,569 | $557K |
| Moneco Advisors, LLC | 0.07% | Add +1.1% | 25,624 | $537K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +13.2% | 24,119 | $506K |
| Quartz Partners, LLC | 0.31% | — | 23,799 | $499K |
| Strategic Financial Concepts, LLC | 0.15% | Reduce -93.4% | 22,977 | $482K |
| Novare Capital Management LLC | 0.04% | New | 21,585 | $453K |
| Stifel Financial Corp. | 0.00% | New | 17,566 | $368K |
| Colonial Trust Advisors | 0.03% | New | 17,460 | $366K |
| Wintrust Investments LLC | 0.26% | Reduce -89.5% | 16,685 | $349K |
| Obsidian Cio, LLC | 0.07% | No change | 16,593 | $348K |
| Dover Advisors, LLC | 0.19% | No change | 16,357 | $343K |
| Captrust Financial Advisors | 0.00% | New | 15,959 | $335K |
| Colonial Trust Co / SC | 0.05% | Add +2.7% | 15,400 | $323K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 15,132 | $317K |
| Aveo Capital Partners, LLC | 0.03% | New | 14,712 | $309K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -10.1% | 13,592 | $285K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 13,375 | $280K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 12,685 | $266K |
| Waverly Advisors, LLC | 0.00% | New | 12,674 | $266K |
| Ledgewood Wealth Advisors, LLC | 0.18% | New | 12,565 | $263K |
| Kaye Capital Management | 0.10% | New | 12,461 | $261K |
| Allen Capital Group, LLC | 0.03% | New | 11,965 | $251K |
| Equitable Holdings, Inc. | 0.00% | Reduce -56.3% | 11,599 | $243K |
| Capital Analysts, LLC | 0.01% | Add +192.0% | 11,602 | $243K |
| Davis Capital Management | 0.17% | Add +10.4% | 10,465 | $219K |
| Davis R M Inc. | 0.00% | New | 9,574 | $201K |
| US Bancorp \de | 0.00% | No change | 9,174 | $192K |
| First Command Advisory Services, Inc. | 0.00% | Add +21.5% | 7,636 | $160K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,477 | $157K |
| Comerica Bank | 0.00% | Add +47.2% | 4,680 | $98K |
| Marquette Asset Management, LLC | 0.01% | No change | 4,507 | $95K |
| PNC Financial Services Group, Inc. | 0.00% | Add +993.7% | 2,767 | $58K |
| Bokf, NA | 0.00% | New | 2,368 | $50K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 1,749 | $37K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 1,241 | $25K |
| Smithfield Trust Co | 0.00% | Add +0.2% | 1,086 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,056 | $22K |
| Hobbs Group Advisors, LLC | 0.01% | Add +0.6% | 1,053 | $22K |
| Larson Financial Group LLC | 0.00% | No change | 1,016 | $21K |
| Farther Finance Advisors, LLC | 0.00% | No change | 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.