Invesco Bulletshares 2032 CBBSCWETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 137 institutions reported holding Invesco Bulletshares 2032 CB (BSCW) in their 13F filings, up 18 from Q2 2025. 19 opened new positions and 1 sold out. The largest holders were Aptus Capital Advisors, LLC ($170.1M), Morgan Stanley ($83.5M) and Raymond James Financial Inc. ($65.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco Bulletshares 2032 CB
- CUSIP
- 46139W858
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $16.7M |
| Exits | 1 | $13K |
All 13F filers, Q2 2025 → Q3 2025: 5,410,600 shares bought and 164,282 shares sold, net +5,246,318 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 137 holders
| Aptus Capital Advisors, LLC | 1.55% | Add +8.2% | 8,144,763 | $170.1M |
| Morgan Stanley | 0.01% | Add +9.7% | 4,001,019 | $83.5M |
| Raymond James Financial Inc. | 0.02% | Add +6.8% | 3,125,076 | $65.3M |
| LPL Financial LLC | 0.01% | Add +20.4% | 2,249,091 | $47.0M |
| Wells Fargo & Company | 0.01% | Add +6.1% | 2,242,625 | $46.8M |
| Atlantic Union Bankshares Corp | 0.69% | Add +13.3% | 1,754,029 | $36.6M |
| Motley Fool Wealth Management, LLC | 1.81% | Reduce -9.7% | 1,279,472 | $26.7M |
| Sterling Financial Group, Inc. | 6.32% | Add +59.9% | 954,762 | $19.9M |
| Invesco Ltd. | 0.00% | Add +8.5% | 793,257 | $16.6M |
| Baird Financial Group, Inc. | 0.02% | Add +7.0% | 717,448 | $15.0M |
| Hengehold Capital Management LLC | 1.28% | Add +5.2% | 716,005 | $15.0M |
| UBS Group AG | 0.00% | Add +37.6% | 710,374 | $14.8M |
| Vishria Bird Financial Group, LLC | 2.82% | Add +19.3% | 687,736 | $14.4M |
| Foronjy Financial LLC | 5.93% | Add +10.5% | 648,023 | $13.5M |
| Bank of America Corp. | 0.00% | Add +13.1% | 593,395 | $12.4M |
| Gill Capital Partners, LLC | 3.32% | Reduce -0.3% | 521,041 | $10.9M |
| Capital Investment Counsel, LLC | 1.55% | Add +38.8% | 503,896 | $10.5M |
| &partners | 0.07% | Add +367.0% | 497,655 | $10.4M |
| Cookson Peirce & Co. Inc. | 0.42% | Add +0.4% | 487,771 | $10.2M |
| Royal Bank of Canada | 0.00% | Add +8.7% | 407,228 | $8.5M |
| Osaic Holdings, Inc. | 0.01% | Add +20.6% | 401,246 | $8.3M |
| Lido Advisors, LLC | 0.03% | Add +156.1% | 369,826 | $7.7M |
| Clark Asset Management, LLC | 0.82% | Add +30.4% | 336,498 | $7.0M |
| Marietta Wealth Management, LLC | 0.84% | New | 327,484 | $6.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.7% | 318,040 | $6.6M |
| Modern Wealth Management, LLC | 0.13% | Add +2.6% | 303,075 | $6.3M |
| Clearstead Advisors, LLC | 0.08% | Add +0.5% | 278,327 | $5.8M |
| Addison Advisors LLC | 1.26% | Add +10.8% | 259,699 | $5.4M |
| MAI Capital Management | 0.03% | Add +37.0% | 249,489 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +9.1% | 237,799 | $5.0M |
| BCS Wealth Management | 1.11% | Reduce -1.1% | 235,149 | $4.9M |
| Asset Dedication, LLC | 0.32% | Add +20.9% | 231,226 | $4.8M |
| Jones Financial Companies LLLP | 0.00% | Add +31.5% | 230,445 | $4.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.2% | 214,497 | $4.5M |
| Legacy CG, LLC | 1.05% | Add +42.3% | 178,511 | $3.7M |
| Stephens Inc. | 0.05% | Add +23.0% | 174,331 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.6% | 172,898 | $3.6M |
| Ledgewood Wealth Advisors, LLC | 2.11% | Add +38.8% | 170,384 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Add +2.0% | 138,692 | $2.9M |
| Atria Investments, Inc | 0.03% | Add +5.0% | 127,416 | $2.7M |
| Opulen Financial Group LLC | 1.81% | Add +19.4% | 114,200 | $2.4M |
| Novare Capital Management LLC | 0.18% | Add +14.6% | 113,705 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.7% | 112,176 | $2.3M |
| Farnam Financial LLC | 1.71% | Add +9.7% | 105,180 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +92.5% | 97,038 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -9.7% | 96,613 | $2.0M |
| HUB Investment Partners, LLC | 0.07% | Add +3.4% | 95,962 | $2.0M |
| Wilkins Miller Wealth Management, LLC | 1.20% | Add +50.0% | 93,516 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +69.9% | 86,933 | $1.8M |
| Vista Investment Management | 0.63% | Add +14.8% | 85,929 | $1.8M |
| Ellevest, Inc. | 0.25% | Add +4.2% | 83,405 | $1.7M |
| Flow Traders U.S. LLC | 0.07% | New | 81,771 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.5% | 79,568 | $1.7M |
| Sawgrass Asset Management LLC | 0.20% | Add +8.4% | 78,466 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +665.0% | 78,028 | $1.6M |
| Goepper Burkhardt LLC | 0.51% | New | 71,524 | $1.5M |
| TLWM | 0.26% | No change | 69,865 | $1.5M |
| G2 Capital Management, LLC / Oh | 0.35% | Add +1.2% | 65,563 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +3.7% | 63,877 | $1.3M |
| Butensky & Cohen Financial Security, Inc. | 0.36% | Add +5.2% | 62,313 | $1.3M |
| Independence Bank of Kentucky | 0.16% | Add +10.2% | 60,436 | $1.3M |
| River Wealth Advisors LLC | 0.15% | Add +6.8% | 59,623 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -2.2% | 57,170 | $1.2M |
| AQR Capital Management | 0.00% | New | 54,759 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.3% | 54,620 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | New | 54,602 | $1.1M |
| Straight Path Wealth Management | 0.32% | Add +45.5% | 54,270 | $1.1M |
| Citadel Advisors | 0.00% | Add +43.8% | 52,194 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +29.0% | 51,976 | $1.1M |
| Davis R M Inc. | 0.02% | Add +30.4% | 49,875 | $1.0M |
| Headinvest, LLC | 0.21% | Add +2.5% | 49,147 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +46.8% | 47,021 | $982K |
| Redmond Asset Management, LLC | 0.23% | Add +69.8% | 45,463 | $949K |
| JPL Wealth Management, LLC | 0.23% | Add +17.1% | 45,399 | $948K |
| Colonial Trust Advisors | 0.07% | Add +43.3% | 41,286 | $862K |
| Infinity Wealth Counsel, LLC | 0.83% | New | 40,810 | $852K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.5% | 40,730 | $850K |
| Captrust Financial Advisors | 0.00% | Add +47.4% | 40,427 | $844K |
| Moneco Advisors, LLC | 0.07% | Add +10.4% | 38,472 | $803K |
| Avior Wealth Management, LLC | 0.02% | New | 35,763 | $747K |
| Colonial Trust Co / SC | 0.10% | Add +43.9% | 35,092 | $733K |
| Coordinated Financial Services, Inc. | 0.47% | Add +17.6% | 34,445 | $719K |
| Fca Corp. | 0.19% | Add +6.0% | 32,646 | $682K |
| Global Wealth Strategies & Associates | 0.17% | New | 32,200 | $672K |
| Geneos Wealth Management Inc. | 0.02% | Add +2.5% | 31,720 | $662K |
| Allen Capital Group, LLC | 0.06% | Add +7.2% | 28,522 | $596K |
| VestGen Advisors, LLC | 0.02% | Add +0.2% | 26,472 | $553K |
| Quartz Partners, LLC | 0.19% | Reduce -4.8% | 24,668 | $515K |
| Carnegie Investment Counsel | 0.01% | New | 22,222 | $464K |
| Hanover Advisors Inc. | 0.17% | Add +14.0% | 21,256 | $444K |
| Hobbs Group Advisors, LLC | 0.14% | New | 21,101 | $441K |
| Eastern Bank | 0.01% | Reduce -32.4% | 20,945 | $437K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +2.9% | 20,114 | $420K |
| Compound Planning, Inc. | 0.01% | Add +15.2% | 19,689 | $411K |
| Truist Financial Corp. | 0.00% | Add +75.8% | 18,336 | $383K |
| Integrated Wealth Concepts LLC | 0.00% | Add +1.2% | 16,813 | $351K |
| Obsidian Cio, LLC | 0.05% | No change | 16,798 | $351K |
| Waverly Advisors, LLC | 0.00% | Add +0.2% | 16,384 | $342K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 15,132 | $316K |
| Dover Advisors, LLC | 0.12% | No change | 14,724 | $307K |
"% of holder's portfolio" is BSCW's weight in each manager's 13F, not the share of Invesco Bulletshares 2032 CB the manager owns.