Invesco Bulletshares 2032 CBBSCWETF
13F holders, Q2 2025 (June 30)119holders +8
14new positions
5sold out
1famous investor
$20.60avg. 13F price*
At the end of Q2 2025, 119 institutions reported holding Invesco Bulletshares 2032 CB (BSCW) in their 13F filings, up 8 from Q1 2025. 14 opened new positions and 5 sold out. The largest holders were Aptus Capital Advisors, LLC ($155.0M), Morgan Stanley ($75.1M) and Raymond James Financial Inc. ($60.3M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $29.5M |
| Exits | 5 | $28.3M |
All 13F filers, Q1 2025 → Q2 2025: 5,306,625 shares bought and 2,228,920 shares sold, net +3,077,705 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| Aptus Capital Advisors, LLC | 1.53% | Add +44.8% | 7,526,250 | $155.0M |
| Morgan Stanley | 0.00% | Add +2.4% | 3,645,887 | $75.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -2.6% | 2,925,312 | $60.3M |
| Wells Fargo & Company | 0.01% | Reduce -0.1% | 2,113,203 | $43.5M |
| LPL Financial LLC | 0.01% | Add +24.4% | 1,868,492 | $38.5M |
| Atlantic Union Bankshares Corp | 0.73% | Add +6.6% | 1,548,848 | $31.9M |
| Motley Fool Wealth Management, LLC | 1.76% | Reduce -9.7% | 1,416,279 | $29.2M |
| Invesco Ltd. | 0.00% | Reduce -35.5% | 730,929 | $15.1M |
| Hengehold Capital Management LLC | 1.28% | New | 680,439 | $14.0M |
| Baird Financial Group, Inc. | 0.02% | Add +7.9% | 670,851 | $13.8M |
| Sterling Financial Group, Inc. | 4.13% | Add +1.3% | 597,161 | $12.3M |
| Foronjy Financial LLC | 5.65% | — | 586,530 | $12.1M |
| Vishria Bird Financial Group, LLC | 3.95% | Reduce -7.6% | 576,609 | $11.9M |
| Bank of America Corp. | 0.00% | Add +5.7% | 524,774 | $10.8M |
| Gill Capital Partners, LLC | 3.46% | Add +2.2% | 522,333 | $10.8M |
| UBS Group AG | 0.00% | Add +10.6% | 516,152 | $10.6M |
| Cookson Peirce & Co. Inc. | 0.44% | Add +0.6% | 485,796 | $10.0M |
| Royal Bank of Canada | 0.00% | Add +29.1% | 374,658 | $7.7M |
| Capital Investment Counsel, LLC | 1.16% | Add +70.9% | 363,105 | $7.5M |
| Osaic Holdings, Inc. | 0.01% | Add +7.4% | 332,820 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.3% | 306,754 | $6.3M |
| Kaye Capital Management | 2.34% | Add +33.9% | 295,401 | $6.1M |
| Modern Wealth Management, LLC | 0.15% | New | 295,401 | $6.1M |
| Clearstead Advisors, LLC | 0.08% | Add +5.2% | 277,010 | $5.7M |
| Clark Asset Management, LLC | 0.72% | Add +17.6% | 258,143 | $5.3M |
| BCS Wealth Management | 1.05% | Add +5.8% | 237,718 | $4.9M |
| Addison Advisors LLC | 1.21% | Add +4.3% | 234,422 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | New | 218,016 | $4.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.5% | 202,047 | $4.2M |
| Asset Dedication, LLC | 0.29% | Add +8.4% | 191,201 | $3.9M |
| MAI Capital Management | 0.03% | Add +46.9% | 182,155 | $3.8M |
| Jones Financial Companies LLLP | 0.00% | Add +29.0% | 175,276 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.2% | 168,508 | $3.5M |
| Exchange Capital Management, Inc. | 0.46% | Reduce -2.3% | 148,401 | $3.1M |
| Lido Advisors, LLC | 0.02% | Add +28.1% | 144,432 | $3.0M |
| Stephens Inc. | 0.04% | Add +0.5% | 141,782 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Add +6.4% | 135,936 | $2.8M |
| Legacy CG, LLC | 0.77% | Reduce -0.9% | 125,479 | $2.6M |
| Ledgewood Wealth Advisors, LLC | 1.59% | Add +17.1% | 122,800 | $2.5M |
| Atria Investments, Inc | 0.03% | Reduce -0.6% | 121,328 | $2.5M |
| Private Advisor Group, LLC | 0.01% | New | 107,015 | $2.2M |
| &partners | 0.02% | Reduce -5.0% | 106,569 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.8% | 99,533 | $2.0M |
| Novare Capital Management LLC | 0.17% | Add +6.8% | 99,242 | $2.0M |
| Farnam Financial LLC | 1.78% | Add +29.1% | 95,853 | $2.0M |
| Opulen Financial Group LLC | 1.62% | Add +5.1% | 95,613 | $2.0M |
| HUB Investment Partners, LLC | 0.07% | Add +5.5% | 92,781 | $1.9M |
| Ellevest, Inc. | 0.26% | Add +2.1% | 80,064 | $1.6M |
| Vista Investment Management | 0.57% | Add +37.1% | 74,827 | $1.5M |
| Sawgrass Asset Management LLC | 0.17% | Reduce -12.2% | 72,399 | $1.5M |
| TLWM | 0.27% | Reduce -6.5% | 69,865 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.5% | 68,913 | $1.4M |
| G2 Capital Management, LLC / Oh | 0.37% | Add +1.3% | 64,773 | $1.3M |
| Wilkins Miller Wealth Management, LLC | 0.87% | Add +65.8% | 62,338 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +26.8% | 61,618 | $1.3M |
| Butensky & Cohen Financial Security, Inc. | 0.36% | Add +4.3% | 59,226 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +0.5% | 58,481 | $1.2M |
| River Wealth Advisors LLC | 0.14% | Add +0.8% | 55,827 | $1.2M |
| Independence Bank of Kentucky | 0.16% | Add +4.0% | 54,857 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.9% | 53,376 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +22.1% | 51,155 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +104.1% | 50,419 | $1.0M |
| Headinvest, LLC | 0.21% | No change | 47,946 | $988K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +2.2% | 40,520 | $835K |
| Susquehanna International Group, LLP | 0.00% | New | 40,297 | $830K |
| JPL Wealth Management, LLC | 0.22% | Reduce -11.0% | 38,786 | $799K |
| Davis R M Inc. | 0.01% | Add +15.0% | 38,242 | $788K |
| Straight Path Wealth Management | 0.26% | New | 37,294 | $768K |
| Citadel Advisors | 0.00% | Add +171.5% | 36,295 | $748K |
| Moneco Advisors, LLC | 0.07% | Add +15.1% | 34,846 | $718K |
| Stifel Financial Corp. | 0.00% | Add +19.3% | 32,036 | $660K |
| Eastern Bank | 0.01% | Reduce -74.3% | 30,962 | $638K |
| Geneos Wealth Management Inc. | 0.02% | Add +789.3% | 30,948 | $638K |
| Fca Corp. | 0.19% | Add +2.9% | 30,785 | $634K |
| Coordinated Financial Services, Inc. | 0.42% | — | 29,283 | $603K |
| Colonial Trust Advisors | 0.05% | Add +0.0% | 28,819 | $594K |
| Captrust Financial Advisors | 0.00% | Add +12.7% | 27,431 | $565K |
| Redmond Asset Management, LLC | 0.13% | Add +9.6% | 26,772 | $552K |
| VestGen Advisors, LLC | 0.02% | Add +86.4% | 26,408 | $548K |
| Allen Capital Group, LLC | 0.06% | Add +8.7% | 26,605 | $548K |
| Quartz Partners, LLC | 0.24% | No change | 25,911 | $534K |
| Colonial Trust Co / SC | 0.07% | No change | 24,380 | $502K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -3.0% | 19,554 | $403K |
| Avantax Advisory Services, Inc. | 0.00% | Add +11.9% | 19,153 | $395K |
| Hanover Advisors Inc. | 0.16% | Add +17.7% | 18,649 | $384K |
| Compound Planning, Inc. | 0.01% | Add +58.6% | 17,087 | $352K |
| Obsidian Cio, LLC | 0.05% | No change | 16,798 | $346K |
| Integrated Wealth Concepts LLC | 0.00% | Add +1.3% | 16,610 | $342K |
| Waverly Advisors, LLC | 0.00% | Add +3.8% | 16,349 | $337K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 15,132 | $312K |
| Dover Advisors, LLC | 0.13% | Reduce -14.2% | 14,724 | $303K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 12,685 | $261K |
| Capital Investment Advisors, LLC | 0.00% | Add +1.0% | 12,394 | $255K |
| Oliver Luxxe Assets LLC | 0.04% | New | 11,950 | $246K |
| Capital Analysts, LLC | 0.01% | Add +12.6% | 11,784 | $243K |
| ETF Store, Inc. | 0.25% | Add +4.1% | 10,466 | $216K |
| Truist Financial Corp. | 0.00% | New | 10,430 | $215K |
| Mercer Global Advisors Inc. | 0.00% | New | 10,200 | $210K |
| Darden Wealth Group Inc | 0.12% | New | 10,000 | $206K |
| ETF Portfolio Partners, Inc. | 0.06% | No change | 9,933 | $205K |
"% of holder's portfolio" is BSCW's weight in each manager's 13F, not the share of Invesco Bulletshares 2032 CB the manager owns.