Invesco Bulletshares 2032 CBBSCWETF
13F holders, Q4 2024 (December 31)102holders +15
12new positions
5sold out
1famous investor
$20.11avg. 13F price*
At the end of Q4 2024, 102 institutions reported holding Invesco Bulletshares 2032 CB (BSCW) in their 13F filings, up 15 from Q3 2024. 12 opened new positions and 5 sold out. The largest holders were Aptus Capital Advisors, LLC ($92.9M), Morgan Stanley ($65.5M) and Raymond James Financial Inc. ($57.3M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $6.2M |
| Exits | 5 | $2.1M |
All 13F filers, Q3 2024 → Q4 2024: 5,090,262 shares bought and 249,647 shares sold, net +4,840,615 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| Aptus Capital Advisors, LLC | 1.11% | Add +90.5% | 4,620,491 | $92.9M |
| Morgan Stanley | 0.00% | Add +5.7% | 3,259,083 | $65.5M |
| Raymond James Financial Inc. | 0.02% | — | 2,848,518 | $57.3M |
| Wells Fargo & Company | 0.01% | Add +12.0% | 2,025,931 | $40.7M |
| Motley Fool Wealth Management, LLC | 1.74% | Add +58.1% | 1,679,205 | $33.7M |
| Eastern Bank | 0.53% | Reduce -0.9% | 1,422,048 | $28.6M |
| Atlantic Union Bankshares Corp | 1.46% | Add +8.4% | 1,246,420 | $25.1M |
| LPL Financial LLC | 0.01% | Add +13.1% | 1,138,974 | $22.9M |
| Vishria Bird Financial Group, LLC | 4.46% | Reduce -0.1% | 633,407 | $12.7M |
| Sterling Financial Group, Inc. | 4.39% | Add +9.8% | 587,447 | $11.8M |
| Invesco Ltd. | 0.00% | Add +1.1% | 492,150 | $9.9M |
| Cookson Peirce & Co. Inc. | 0.44% | Add +5.0% | 481,638 | $9.7M |
| Gill Capital Partners, LLC | 3.46% | Add +4.3% | 480,301 | $9.7M |
| Bank of America Corp. | 0.00% | Reduce -6.7% | 467,423 | $9.4M |
| UBS Group AG | 0.00% | Reduce -18.7% | 388,222 | $7.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +8.4% | 260,269 | $5.2M |
| Royal Bank of Canada | 0.00% | Add +108.1% | 233,790 | $4.7M |
| Addison Advisors LLC | 1.20% | Add +9.2% | 213,726 | $4.3M |
| BCS Wealth Management | 1.04% | Add +6.5% | 207,604 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Add +75.8% | 199,461 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.6% | 188,898 | $3.8M |
| Clark Asset Management, LLC | 0.70% | Add +50.5% | 185,404 | $3.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16576.5% | 176,104 | $3.5M |
| Citadel Advisors | 0.00% | Add +138.8% | 165,905 | $3.3M |
| Exchange Capital Management, Inc. | 0.49% | Reduce -1.6% | 152,747 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.8% | 119,073 | $2.4M |
| Jane Street Group, LLC | 0.00% | Add +150.0% | 118,341 | $2.4M |
| Asset Dedication, LLC | 0.19% | Add +69.3% | 117,932 | $2.4M |
| &partners | 0.03% | Add +314.8% | 110,217 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +151.3% | 108,195 | $2.2M |
| Lido Advisors, LLC | 0.01% | No change | 107,832 | $2.2M |
| Stephens Inc. | 0.03% | Add +33.0% | 99,062 | $2.0M |
| MAI Capital Management | 0.01% | New | 94,203 | $1.9M |
| Sawgrass Asset Management LLC | 0.20% | Add +21.8% | 90,085 | $1.8M |
| Opulen Financial Group LLC | 1.60% | — | 87,809 | $1.8M |
| Novare Capital Management LLC | 0.14% | Add +274.8% | 80,904 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +87.6% | 78,335 | $1.6M |
| TLWM | 0.30% | Add +17.3% | 74,735 | $1.5M |
| Ellevest, Inc. | 0.08% | Add +7.9% | 72,776 | $1.5M |
| Ledgewood Wealth Advisors, LLC | 0.90% | Add +451.1% | 69,251 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +18.5% | 65,615 | $1.3M |
| G2 Capital Management, LLC / Oh | 0.37% | Add +1.3% | 63,188 | $1.3M |
| Farnam Financial LLC | 1.32% | Reduce -3.1% | 62,811 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.0% | 61,982 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +31.3% | 58,169 | $1.2M |
| HUB Investment Partners, LLC | 0.05% | Add +6.3% | 57,748 | $1.2M |
| Strategic Financial Concepts, LLC | 0.21% | Add +139.3% | 54,986 | $1.1M |
| Independence Bank of Kentucky | 0.16% | Add +10.3% | 52,743 | $1.1M |
| Butensky & Cohen Financial Security, Inc. | 0.33% | Add +6.0% | 51,624 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +33.5% | 51,475 | $1.0M |
| Capital Investment Counsel, LLC | 0.17% | New | 51,342 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +105.9% | 49,664 | $999K |
| Headinvest, LLC | 0.18% | No change | 47,946 | $964K |
| River Wealth Advisors LLC | 0.13% | New | 47,177 | $949K |
| Vista Investment Management | 0.29% | New | 38,167 | $768K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 36,986 | $744K |
| Wilkins Miller Wealth Management, LLC | 0.70% | — | 33,460 | $673K |
| JPL Wealth Management, LLC | 0.19% | — | 32,514 | $654K |
| Dynamic Advisor Solutions LLC | 0.03% | New | 32,242 | $648K |
| Fca Corp. | 0.19% | Add +6.7% | 30,088 | $605K |
| Quartz Partners, LLC | 0.33% | Add +13.6% | 27,036 | $544K |
| Independent Advisor Alliance | 0.01% | New | 26,695 | $537K |
| Colonial Trust Advisors | 0.05% | Add +51.1% | 26,375 | $530K |
| Moneco Advisors, LLC | 0.06% | Add +1.3% | 25,964 | $522K |
| Colonial Trust Co / SC | 0.07% | Add +58.3% | 24,380 | $490K |
| Stifel Financial Corp. | 0.00% | Add +27.1% | 22,329 | $449K |
| Davis R M Inc. | 0.01% | Add +93.2% | 18,496 | $372K |
| Kaye Capital Management | 0.17% | Add +47.2% | 18,344 | $369K |
| Allen Capital Group, LLC | 0.04% | Add +50.3% | 17,979 | $362K |
| Captrust Financial Advisors | 0.00% | Add +10.4% | 17,623 | $354K |
| Dover Advisors, LLC | 0.20% | Add +4.0% | 17,007 | $342K |
| Wintrust Investments LLC | 0.30% | Add +1.5% | 16,940 | $340K |
| Obsidian Cio, LLC | 0.06% | Add +0.4% | 16,664 | $335K |
| Coordinated Financial Services, Inc. | 0.25% | — | 15,962 | $321K |
| Aveo Capital Partners, LLC | 0.03% | Add +4.7% | 15,407 | $310K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 15,132 | $304K |
| Waverly Advisors, LLC | 0.00% | Add +17.4% | 14,874 | $299K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 13,592 | $273K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 12,685 | $255K |
| Capital Investment Advisors, LLC | 0.01% | New | 12,253 | $246K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -11.0% | 11,900 | $239K |
| Capital Analysts, LLC | 0.01% | Add +1.5% | 11,771 | $237K |
| Davis Capital Management | 0.19% | Add +9.8% | 11,486 | $231K |
| US Bancorp \de | 0.00% | No change | 9,174 | $184K |
| First Command Advisory Services, Inc. | 0.00% | Add +3.8% | 7,928 | $159K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,477 | $150K |
| Comerica Bank | 0.00% | Reduce -0.6% | 4,654 | $94K |
| Marquette Asset Management, LLC | 0.01% | No change | 4,507 | $91K |
| Wingate Wealth Advisors, Inc. | 0.08% | — | 4,226 | $85K |
| YANKCOM Partnership | 0.04% | — | 4,187 | $84K |
| Geneos Wealth Management Inc. | 0.00% | New | 3,480 | $70K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.1% | 2,599 | $52K |
| Noble Wealth Management PBC | 0.03% | — | 2,450 | $49K |
| Bokf, NA | 0.00% | No change | 2,368 | $47K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 1,749 | $35K |
| Harbour Investments, Inc. | 0.00% | New | 1,741 | $35K |
| Bank of New Hampshire | 0.01% | New | 1,300 | $26K |
| Smithfield Trust Co | 0.00% | No change | 1,086 | $23K |
| Ancora Advisors LLC | 0.00% | New | 622 | $13K |
| Larson Financial Group LLC | 0.00% | Reduce -43.1% | 578 | $12K |
"% of holder's portfolio" is BSCW's weight in each manager's 13F, not the share of Invesco Bulletshares 2032 CB the manager owns.