Invesco Bulletshares 2032 CBBSCWETF
13F holders, Q4 2025 (December 31)156holders +19
19new positions
3sold out
2famous investors
$20.87avg. 13F price*
At the end of Q4 2025, 156 institutions reported holding Invesco Bulletshares 2032 CB (BSCW) in their 13F filings, up 19 from Q3 2025. 19 opened new positions and 3 sold out. The largest holders were Aptus Capital Advisors, LLC ($179.3M), Morgan Stanley ($92.4M) and Raymond James Financial Inc. ($76.8M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $35.3M |
| Exits | 3 | $1.9M |
All 13F filers, Q3 2025 → Q4 2025: 12,087,395 shares bought and 369,348 shares sold, net +11,718,047 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 156 holders
| Aptus Capital Advisors, LLC | 1.52% | Add +5.5% | 8,589,639 | $179.3M |
| Morgan Stanley | 0.01% | Add +10.6% | 4,426,019 | $92.4M |
| Raymond James Financial Inc. | 0.02% | Add +17.7% | 3,678,742 | $76.8M |
| Wells Fargo & Company | 0.01% | Add +33.9% | 3,003,482 | $62.7M |
| LPL Financial LLC | 0.01% | Add +3.7% | 2,332,621 | $48.7M |
| Atlantic Union Bankshares Corp | 0.75% | Add +9.2% | 1,915,522 | $40.0M |
| Hengehold Capital Management LLC | 3.27% | Add +159.7% | 1,859,240 | $38.8M |
| Invesco Ltd. | 0.00% | Add +99.8% | 1,584,759 | $33.1M |
| Mercer Global Advisors Inc. | 0.04% | Add +1619.8% | 1,341,937 | $28.0M |
| Motley Fool Wealth Management, LLC | 1.82% | Reduce -12.2% | 1,123,485 | $23.5M |
| Sequoia Financial Advisors, LLC | 0.11% | New | 943,805 | $19.7M |
| Moneco Advisors, LLC | 1.52% | Add +2286.5% | 918,123 | $19.2M |
| Royal Bank of Canada | 0.00% | Add +99.6% | 812,834 | $17.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +877.7% | 777,901 | $16.2M |
| UBS Group AG | 0.00% | Add +6.2% | 754,543 | $15.8M |
| Baird Financial Group, Inc. | 0.02% | Add +4.5% | 749,390 | $15.6M |
| Foronjy Financial LLC | 5.93% | Add +5.1% | 680,795 | $14.2M |
| Bank of America Corp. | 0.00% | Add +6.0% | 628,931 | $13.1M |
| Capital Investment Counsel, LLC | 1.77% | Add +20.8% | 608,905 | $12.7M |
| Gill Capital Partners, LLC | 3.48% | Add +5.4% | 549,097 | $11.5M |
| &partners | 0.06% | Add +3.4% | 514,764 | $10.9M |
| Cookson Peirce & Co. Inc. | 0.44% | Add +4.3% | 508,672 | $10.6M |
| BCS Wealth Management | 1.04% | Add +110.1% | 494,136 | $10.3M |
| Osaic Holdings, Inc. | 0.01% | Add +15.1% | 461,927 | $9.6M |
| Lido Advisors, LLC | 0.04% | Add +16.1% | 429,175 | $9.0M |
| Clark Asset Management, LLC | 0.91% | Add +24.4% | 418,701 | $8.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +10.3% | 350,659 | $7.3M |
| Decker Wealth Management LLC | 1.60% | — | 348,573 | $7.3M |
| Marietta Wealth Management, LLC | 0.83% | Add +5.4% | 345,244 | $7.2M |
| MAI Capital Management | 0.04% | Add +35.9% | 339,011 | $7.1M |
| Modern Wealth Management, LLC | 0.13% | Add +9.3% | 331,313 | $6.9M |
| Asset Dedication, LLC | 0.43% | Add +37.1% | 316,959 | $6.6M |
| MML Investors Services, LLC | 0.02% | Add +445.5% | 311,873 | $6.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +28.9% | 306,457 | $6.4M |
| Jones Financial Companies LLLP | 0.00% | Add +27.1% | 292,809 | $6.1M |
| Clearstead Advisors, LLC | 0.08% | Add +4.2% | 290,041 | $6.1M |
| Addison Advisors LLC | 1.29% | Add +5.7% | 274,464 | $5.7M |
| Goepper Burkhardt LLC | 1.83% | Add +276.5% | 269,300 | $5.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 214,658 | $4.5M |
| NorthAvenue LLC | 3.70% | — | 213,890 | $4.5M |
| Private Advisor Group, LLC | 0.02% | Add +111.3% | 204,147 | $4.3M |
| Stephens Inc. | 0.05% | Add +15.0% | 200,452 | $4.2M |
| Legacy CG, LLC | 1.12% | Add +7.4% | 191,762 | $4.0M |
| Ledgewood Wealth Advisors, LLC | 2.18% | Add +6.4% | 181,311 | $3.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.2% | 165,608 | $3.5M |
| Straight Path Wealth Management | 0.89% | Add +192.2% | 158,556 | $3.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | New | 148,395 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Add +6.7% | 148,036 | $3.1M |
| Atria Investments, Inc | 0.03% | Add +10.1% | 140,297 | $2.9M |
| Infinity Wealth Counsel, LLC | 2.67% | Add +243.5% | 140,170 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +166.8% | 138,660 | $2.9M |
| Cetera Investment Advisers | 0.00% | Add +40.5% | 136,319 | $2.8M |
| AQR Capital Management | 0.00% | Add +140.7% | 131,778 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.0% | 131,204 | $2.7M |
| Opulen Financial Group LLC | 1.84% | Add +5.7% | 120,718 | $2.5M |
| Wilkins Miller Wealth Management, LLC | 1.50% | Add +28.6% | 120,285 | $2.5M |
| Novare Capital Management LLC | 0.18% | Add +2.6% | 116,675 | $2.4M |
| Farnam Financial LLC | 1.82% | Add +10.2% | 115,881 | $2.4M |
| LeClair Wealth Partners LLC | 1.39% | New | 114,843 | $2.4M |
| Evexia Wealth LLC | 0.64% | New | 109,899 | $2.3M |
| Carroll Advisory Group, LLC | 0.99% | — | 109,603 | $2.3M |
| Vista Investment Management | 0.73% | Add +22.9% | 105,641 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +450.7% | 100,971 | $2.1M |
| HUB Investment Partners, LLC | 0.06% | Add +2.7% | 98,567 | $2.1M |
| Avior Wealth Management, LLC | 0.06% | Add +173.7% | 97,884 | $2.0M |
| Ellevest, Inc. | 0.27% | Add +11.5% | 92,999 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +6.2% | 92,331 | $1.9M |
| Davis R M Inc. | 0.03% | Add +78.2% | 88,867 | $1.9M |
| Sawgrass Asset Management LLC | 0.21% | Add +4.1% | 81,711 | $1.7M |
| Smartleaf Asset Management LLC | 0.06% | New | 79,825 | $1.7M |
| Carnegie Investment Counsel | 0.03% | Add +242.0% | 75,994 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +9.1% | 69,675 | $1.5M |
| River Wealth Advisors LLC | 0.16% | Add +14.8% | 68,425 | $1.4M |
| Butensky & Cohen Financial Security, Inc. | 0.38% | Add +7.5% | 66,961 | $1.4M |
| G2 Capital Management, LLC / Oh | 0.33% | Add +1.2% | 66,343 | $1.4M |
| Citadel Advisors | 0.00% | Add +24.6% | 65,039 | $1.4M |
| Horizons Wealth Management | 0.86% | Add +872.1% | 61,823 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +30.1% | 61,180 | $1.3M |
| Independence Bank of Kentucky | 0.16% | Add +1.1% | 61,112 | $1.3M |
| Colonial Trust Advisors | 0.09% | Add +42.8% | 58,969 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +38.9% | 56,158 | $1.2M |
| Flow Traders U.S. LLC | 0.04% | Reduce -31.6% | 55,893 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Add +1.8% | 55,619 | $1.2M |
| JPL Wealth Management, LLC | 0.28% | Add +22.3% | 55,505 | $1.2M |
| Apeiron RIA LLC | 0.22% | New | 51,034 | $1.1M |
| Redmond Asset Management, LLC | 0.25% | Add +3.2% | 46,913 | $979K |
| Headinvest, LLC | 0.19% | Reduce -6.2% | 46,086 | $962K |
| Colonial Trust Co / SC | 0.12% | Add +24.8% | 43,779 | $914K |
| Everpar Advisors LLC | 0.33% | New | 42,408 | $885K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.5% | 40,934 | $841K |
| Equitable Holdings, Inc. | 0.01% | Add +151.9% | 35,002 | $731K |
| Lanark Financial, Inc. | 0.05% | New | 34,676 | $724K |
| Coordinated Financial Services, Inc. | 0.41% | Reduce -1.5% | 33,941 | $709K |
| Fca Corp. | 0.20% | Add +3.9% | 33,906 | $708K |
| Jane Street Group, LLC | 0.00% | New | 33,763 | $705K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -1.2% | 31,343 | $654K |
| Allen Capital Group, LLC | 0.06% | Add +5.3% | 30,040 | $627K |
| Oliver Luxxe Assets LLC | 0.08% | Add +68.1% | 24,715 | $516K |
| Global Wealth Strategies & Associates | 0.12% | Reduce -26.3% | 23,738 | $496K |
| Hanover Advisors Inc. | 0.19% | Add +8.8% | 23,121 | $483K |
| Quartz Partners, LLC | 0.17% | Reduce -9.8% | 22,257 | $465K |
| Golden Reserve Retirement LLC | 0.08% | New | 21,973 | $459K |
| GTS Securities LLC | 0.02% | New | 21,905 | $457K |
| Hobbs Group Advisors, LLC | 0.13% | Add +1.1% | 21,333 | $445K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +1.1% | 20,340 | $425K |
| VestGen Advisors, LLC | 0.02% | Reduce -24.6% | 19,974 | $417K |
| Eastern Bank | 0.01% | Reduce -15.6% | 17,677 | $369K |
| Integrated Wealth Concepts LLC | 0.00% | Add +1.2% | 17,014 | $355K |
| Heritage Trust Co | 0.04% | New | 17,012 | $355K |
| Legacy Wealth Partners, LLC | 0.09% | — | 16,749 | $350K |
| Waverly Advisors, LLC | 0.00% | Add +0.2% | 16,418 | $343K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 15,132 | $316K |
| Dover Advisors, LLC | 0.12% | No change | 14,724 | $307K |
| Legacy Wealth Management, LLC / MS | 0.08% | New | 14,285 | $298K |
| Compound Planning, Inc. | 0.01% | Reduce -28.2% | 14,135 | $295K |
| YANKCOM Partnership | 0.13% | Add +37.3% | 14,111 | $295K |
| Capital Investment Advisors, LLC | 0.00% | Add +5.2% | 13,746 | $287K |
| Diversified Portfolios, Inc. | 0.02% | New | 13,099 | $273K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | No change | 12,685 | $265K |
| Virtue Asset Management LLC | 0.21% | Add +0.4% | 12,326 | $257K |
| Redwood Financial Network Corp | 0.16% | Add +12.8% | 12,309 | $257K |
| Ancora Advisors LLC | 0.01% | New | 12,000 | $251K |
| Capital Analysts, LLC | 0.01% | Add +0.6% | 11,926 | $249K |
| Focus Partners Wealth | 0.00% | New | 11,805 | $246K |
| ETF Store, Inc. | 0.25% | Add +8.2% | 11,794 | $246K |
| Davis Capital Management | 0.17% | Add +1.0% | 11,602 | $242K |
| ORG Partners LLC | 0.04% | Add +4.5% | 11,247 | $235K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 10,617 | $222K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +2.6% | 10,096 | $211K |
| Darden Wealth Group Inc | 0.10% | No change | 10,000 | $209K |
| ETF Portfolio Partners, Inc. | 0.05% | No change | 9,933 | $207K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 9,794 | $204K |
| First Command Advisory Services, Inc. | 0.00% | Add +0.8% | 9,536 | $199K |
| US Bancorp \de | 0.00% | No change | 9,174 | $192K |
| Front Row Advisors LLC | 0.06% | No change | 8,326 | $174K |
| Montag A & Associates Inc. | 0.01% | Add +215.4% | 8,053 | $168K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,727 | $161K |
| Larson Financial Group LLC | 0.00% | Reduce -5.8% | 6,988 | $146K |
| Comerica Bank | 0.00% | Add +63.4% | 6,442 | $134K |
| Marquette Asset Management, LLC | 0.01% | Add +6.9% | 4,882 | $102K |
| Harbour Investments, Inc. | 0.00% | Reduce -35.9% | 4,439 | $93K |
| Bank of New Hampshire | 0.02% | No change | 3,800 | $79K |
| Private Trust Co. NA | 0.01% | No change | 3,438 | $72K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.2% | 2,729 | $57K |
| JPMorgan Chase & Co. | 0.00% | Reduce -96.6% | 1,861 | $39K |
| FMR LLC | 0.00% | Add +1689.2% | 1,825 | $38K |
| Noble Wealth Management PBC | 0.02% | No change | 1,800 | $38K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 1,749 | $37K |
| Bank of Montreal | 0.00% | No change | 1,696 | $35K |
| Cwm, LLC | 0.00% | Add +38.9% | 1,653 | $35K |
| Smithfield Trust Co | 0.00% | No change | 1,039 | $22K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 475 | $10K |
| Align Financial, LLC | 0.00% | — | 6,638 | $7K |
| Fifth Third Bancorp | 0.00% | New | 239 | $5K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.6% | 131 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -99.9% | 3 | $63 |
"% of holder's portfolio" is BSCW's weight in each manager's 13F, not the share of Invesco Bulletshares 2032 CB the manager owns.