Invesco Bulletshares 2032 CBBSCWETF
13F holders, Q1 2025 (March 31)111holders +9
16new positions
7sold out
1famous investor
$20.37avg. 13F price*
At the end of Q1 2025, 111 institutions reported holding Invesco Bulletshares 2032 CB (BSCW) in their 13F filings, up 9 from Q4 2024. 16 opened new positions and 7 sold out. The largest holders were Aptus Capital Advisors, LLC ($105.9M), Morgan Stanley ($72.5M) and Raymond James Financial Inc. ($61.2M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $25.3M |
| Exits | 7 | $3.9M |
All 13F filers, Q4 2024 → Q1 2025: 6,098,612 shares bought and 1,780,576 shares sold, net +4,318,036 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 111 holders
| Aptus Capital Advisors, LLC | 1.20% | Add +12.5% | 5,198,649 | $105.9M |
| Morgan Stanley | 0.01% | Add +9.2% | 3,559,980 | $72.5M |
| Raymond James Financial Inc. | 0.02% | Add +5.5% | 3,004,075 | $61.2M |
| Wells Fargo & Company | 0.01% | Add +4.4% | 2,114,567 | $43.1M |
| Motley Fool Wealth Management, LLC | 1.89% | Reduce -6.6% | 1,568,021 | $31.9M |
| LPL Financial LLC | 0.01% | Add +31.9% | 1,501,862 | $30.6M |
| Atlantic Union Bankshares Corp | 1.79% | Add +16.6% | 1,453,006 | $29.6M |
| Jane Street Group, LLC | 0.05% | Add +1003.3% | 1,305,664 | $26.6M |
| Invesco Ltd. | 0.00% | Add +130.4% | 1,133,912 | $23.1M |
| Vishria Bird Financial Group, LLC | 4.32% | Reduce -1.5% | 623,809 | $12.7M |
| Baird Financial Group, Inc. | 0.02% | New | 621,929 | $12.7M |
| Sterling Financial Group, Inc. | 4.33% | Add +0.4% | 589,738 | $12.0M |
| Gill Capital Partners, LLC | 3.61% | Add +6.4% | 511,130 | $10.4M |
| Bank of America Corp. | 0.00% | Add +6.3% | 496,623 | $10.1M |
| Cookson Peirce & Co. Inc. | 0.49% | Add +0.3% | 482,936 | $9.8M |
| UBS Group AG | 0.00% | Add +20.2% | 466,688 | $9.5M |
| Osaic Holdings, Inc. | 0.01% | Add +55.3% | 309,791 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +14.1% | 296,916 | $6.0M |
| Royal Bank of Canada | 0.00% | Add +24.1% | 290,152 | $5.9M |
| Clearstead Advisors, LLC | 0.08% | New | 263,323 | $5.4M |
| BCS Wealth Management | 1.18% | Add +8.2% | 224,719 | $4.6M |
| Addison Advisors LLC | 1.25% | Add +5.1% | 224,685 | $4.6M |
| Kaye Capital Management | 1.83% | Add +1103.1% | 220,689 | $4.5M |
| Clark Asset Management, LLC | 0.75% | Add +18.3% | 219,408 | $4.5M |
| Capital Investment Counsel, LLC | 0.72% | Add +313.7% | 212,424 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.2% | 198,678 | $4.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.8% | 193,307 | $3.9M |
| Asset Dedication, LLC | 0.29% | Add +49.5% | 176,342 | $3.6M |
| Exchange Capital Management, Inc. | 0.50% | Reduce -0.6% | 151,820 | $3.1M |
| Stephens Inc. | 0.04% | Add +42.4% | 141,055 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +73.5% | 135,903 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Add +7.3% | 127,766 | $2.6M |
| Legacy CG, LLC | 0.83% | New | 126,608 | $2.6M |
| MAI Capital Management | 0.02% | Add +31.6% | 123,968 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +86.0% | 122,040 | $2.5M |
| Eastern Bank | 0.05% | Reduce -91.5% | 120,253 | $2.4M |
| Lido Advisors, LLC | 0.01% | Add +4.5% | 112,732 | $2.3M |
| &partners | 0.02% | Add +1.7% | 112,118 | $2.3M |
| Ledgewood Wealth Advisors, LLC | 1.38% | Add +51.4% | 104,837 | $2.1M |
| Novare Capital Management LLC | 0.17% | Add +14.9% | 92,953 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +84.2% | 91,487 | $1.9M |
| Opulen Financial Group LLC | 1.68% | Add +3.6% | 90,976 | $1.9M |
| HUB Investment Partners, LLC | 0.07% | Add +52.3% | 87,925 | $1.8M |
| Sawgrass Asset Management LLC | 0.21% | Reduce -8.5% | 82,454 | $1.7M |
| Ellevest, Inc. | 0.11% | Add +7.7% | 78,379 | $1.6M |
| TLWM | 0.30% | No change | 74,735 | $1.5M |
| Farnam Financial LLC | 1.54% | Add +18.2% | 74,257 | $1.5M |
| Strategic Financial Concepts, LLC | 0.27% | Add +27.5% | 70,119 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.4% | 65,960 | $1.3M |
| G2 Capital Management, LLC / Oh | 0.39% | Add +1.2% | 63,956 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +0.1% | 58,208 | $1.2M |
| Butensky & Cohen Financial Security, Inc. | 0.35% | Add +10.0% | 56,788 | $1.2M |
| River Wealth Advisors LLC | 0.16% | Add +17.3% | 55,357 | $1.1M |
| Vista Investment Management | 0.43% | Add +43.0% | 54,579 | $1.1M |
| Independence Bank of Kentucky | 0.17% | Reduce -0.0% | 52,727 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.8% | 52,390 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | New | 48,614 | $990K |
| Headinvest, LLC | 0.19% | No change | 47,946 | $977K |
| JPL Wealth Management, LLC | 0.25% | Add +34.0% | 43,563 | $887K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +29.9% | 41,888 | $853K |
| J.W. Cole Advisors, Inc. | 0.03% | New | 39,636 | $807K |
| Wilkins Miller Wealth Management, LLC | 0.58% | Add +12.4% | 37,600 | $766K |
| Davis R M Inc. | 0.01% | Add +79.8% | 33,253 | $677K |
| Moneco Advisors, LLC | 0.06% | Add +16.6% | 30,286 | $617K |
| Fca Corp. | 0.19% | Reduce -0.6% | 29,916 | $609K |
| Colonial Trust Advisors | 0.05% | Add +9.3% | 28,818 | $587K |
| Coordinated Financial Services, Inc. | 0.43% | — | 27,116 | $552K |
| Stifel Financial Corp. | 0.00% | Add +20.3% | 26,852 | $547K |
| Quartz Partners, LLC | 0.32% | Reduce -4.2% | 25,911 | $528K |
| Cetera Investment Advisers | 0.00% | New | 24,699 | $503K |
| Allen Capital Group, LLC | 0.06% | Add +36.1% | 24,476 | $499K |
| Redmond Asset Management, LLC | 0.13% | New | 24,431 | $498K |
| Colonial Trust Co / SC | 0.08% | No change | 24,380 | $497K |
| Captrust Financial Advisors | 0.00% | Add +38.1% | 24,332 | $496K |
| Redhawk Wealth Advisors, Inc. | 0.06% | New | 20,157 | $411K |
| Dover Advisors, LLC | 0.15% | Add +0.9% | 17,157 | $349K |
| Avantax Advisory Services, Inc. | 0.00% | New | 17,108 | $348K |
| Obsidian Cio, LLC | 0.06% | Add +0.8% | 16,798 | $342K |
| Integrated Wealth Concepts LLC | 0.00% | Add +20.7% | 16,400 | $334K |
| Hanover Advisors Inc. | 0.14% | New | 15,843 | $323K |
| Waverly Advisors, LLC | 0.00% | Add +5.9% | 15,748 | $321K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 15,132 | $308K |
| VestGen Advisors, LLC | 0.01% | — | 14,170 | $289K |
| Citadel Advisors | 0.00% | Reduce -91.9% | 13,368 | $272K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 12,685 | $258K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.2% | 12,272 | $250K |
| Davis Capital Management | 0.19% | Add +4.4% | 11,987 | $244K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 11,900 | $242K |
| Compound Planning, Inc. | 0.01% | New | 10,772 | $219K |
| Capital Analysts, LLC | 0.01% | Reduce -11.1% | 10,464 | $213K |
| ETF Store, Inc. | 0.25% | New | 10,056 | $205K |
| ETF Portfolio Partners, Inc. | 0.06% | New | 9,933 | $202K |
| US Bancorp \de | 0.00% | No change | 9,174 | $187K |
| Larson Financial Group LLC | 0.01% | Add +1317.7% | 8,194 | $167K |
| First Command Advisory Services, Inc. | 0.00% | No change | 7,928 | $161K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,477 | $152K |
| YANKCOM Partnership | 0.08% | Add +71.3% | 7,173 | $146K |
| Harbour Investments, Inc. | 0.00% | Add +288.1% | 6,757 | $138K |
| Comerica Bank | 0.00% | Reduce -0.0% | 4,653 | $95K |
| Marquette Asset Management, LLC | 0.02% | Add +1.4% | 4,568 | $93K |
| Bank of New Hampshire | 0.02% | Add +192.3% | 3,800 | $77K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,480 | $71K |
| Private Trust Co. NA | 0.01% | New | 3,438 | $70K |
| Wayfinding Financial, LLC | 0.03% | New | 2,916 | $59K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.2% | 2,631 | $54K |
| Montag A & Associates Inc. | 0.00% | New | 2,553 | $52K |
| Noble Wealth Management PBC | 0.03% | No change | 2,450 | $50K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 1,749 | $36K |
| Smithfield Trust Co | 0.00% | No change | 1,086 | $23K |
| Ancora Advisors LLC | 0.00% | No change | 622 | $13K |
| Redwood Park Advisors LLC | 0.01% | No change | 492 | $10K |
"% of holder's portfolio" is BSCW's weight in each manager's 13F, not the share of Invesco Bulletshares 2032 CB the manager owns.