Invesco Bulletshares 2032 CBBSCWETF

13F holders, Q1 2026 (March 31)
164holders +8
17new positions
11sold out
2famous investors
$20.59avg. 13F price*

At the end of Q1 2026, 164 institutions reported holding Invesco Bulletshares 2032 CB (BSCW) in their 13F filings, up 8 from Q4 2025. 17 opened new positions and 11 sold out. The largest holders were Aptus Capital Advisors, LLC ($180.1M), Morgan Stanley ($99.8M) and Raymond James Financial Inc. ($91.4M). 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

050100150200 Q1 2024: 72Q1 2024Q2 2024: 72Q2 2024Q3 2024: 87Q3 2024Q4 2024: 102Q4 2024Q1 2025: 111Q1 2025Q2 2025: 119Q2 2025Q3 2025: 137Q3 2025Q4 2025: 156Q4 2025Q1 2026: 164Q1 2026Q2 2026: 171Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions17$24.7M
Exits11$8.9M

All 13F filers, Q4 2025 → Q1 2026: 6,448,435 shares bought and 2,509,835 shares sold, net +3,938,600 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 164 holders

Aptus Capital Advisors, LLC 1.51% Add +1.8% 8,746,530 $180.1M
Morgan Stanley 0.01% Add +9.5% 4,846,523 $99.8M
Raymond James Financial Inc. 0.03% Add +20.7% 4,441,247 $91.4M
Wells Fargo & Company 0.01% Add +8.3% 3,252,062 $67.0M
LPL Financial LLC 0.01% Reduce -1.4% 2,299,670 $47.3M
Atlantic Union Bankshares Corp 0.82% Add +8.2% 2,072,879 $42.7M
UBS Group AG 0.01% Add +169.5% 2,033,652 $41.9M
Hengehold Capital Management LLC 3.41% Add +2.1% 1,898,568 $39.1M
Invesco Ltd. 0.00% Add +5.6% 1,672,820 $34.4M
Moneco Advisors, LLC 1.69% Add +15.1% 1,056,767 $21.8M
Royal Bank of Canada 0.00% Add +22.4% 994,559 $20.5M
Envestnet Asset Management Inc. 0.01% Add +19.8% 931,945 $19.2M
Sequoia Financial Advisors, LLC 0.10% Reduce -4.0% 906,090 $18.7M
Motley Fool Wealth Management, LLC 1.97% Reduce -24.6% 847,636 $17.5M
Baird Financial Group, Inc. 0.03% Add +4.2% 781,137 $16.1M
Capital Investment Counsel, LLC 2.04% Add +18.6% 722,194 $14.9M
Foronjy Financial LLC 5.98% Add +2.6% 698,863 $14.4M
Bank of America Corp. 0.00% Add +9.8% 690,831 $14.2M
&partners 0.07% Add +31.3% 675,667 $13.9M
Strategic Financial Group, LLC 14.25% — 672,382 $13.8M
Gill Capital Partners, LLC 3.31% Add +1.9% 559,522 $11.5M
Clark Asset Management, LLC 1.07% Add +31.8% 551,621 $11.4M
Cookson Peirce & Co. Inc. 0.45% Add +1.1% 514,017 $10.6M
Osaic Holdings, Inc. 0.02% Add +8.7% 501,944 $10.3M
Janney Montgomery Scott LLC 0.02% Add +48.6% 455,494 $9.4M
Cornerstone Planning, LLC 2.11% New 453,415 $9.4M
Lido Advisors, LLC 0.03% Reduce -4.9% 408,009 $8.4M
MAI Capital Management 0.04% Add +11.7% 378,647 $7.8M
Jones Financial Companies LLLP 0.00% Add +28.4% 376,045 $7.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +5.5% 370,091 $7.6M
Decker Wealth Management LLC 1.71% Add +4.7% 364,900 $7.5M
Marietta Wealth Management, LLC 0.89% Add +5.6% 364,437 $7.5M
Asset Dedication, LLC 0.52% Add +13.1% 358,319 $7.4M
Independent Advisor Alliance 0.08% New 353,213 $7.3M
Modern Wealth Management, LLC 0.12% Add +0.9% 334,383 $6.9M
MML Investors Services, LLC 0.02% Reduce -4.0% 299,487 $6.2M
Clearstead Advisors, LLC 0.06% Add +0.8% 292,485 $6.0M
Addison Advisors LLC 1.32% Add +5.9% 290,687 $6.0M
Goepper Burkhardt LLC 1.95% Add +5.1% 283,072 $5.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +15.1% 246,990 $5.1M
BCS Wealth Management 1.03% Reduce -50.2% 245,987 $5.1M
NorthAvenue LLC 3.81% Add +8.8% 232,795 $4.8M
Stephens Inc. 0.06% Add +11.3% 223,176 $4.6M
Private Advisor Group, LLC 0.02% Add +0.5% 205,089 $4.2M
Ledgewood Wealth Advisors, LLC 2.25% Add +6.9% 193,751 $4.0M
Mercer Global Advisors Inc. 0.01% Reduce -86.4% 182,079 $3.7M
Straight Path Wealth Management 0.99% Add +13.2% 179,532 $3.7M
Ameriprise Financial Inc. 0.00% Add +18.1% 174,894 $3.6M
Cetera Investment Advisers 0.00% Add +27.1% 173,202 $3.6M
Commonwealth Equity Services, LLC 0.00% Add +0.1% 165,742 $3.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +2.3% 151,772 $3.1M
Avior Wealth Management, LLC 0.09% Add +48.7% 145,581 $3.0M
Carroll Advisory Group, LLC 1.15% Add +31.6% 144,208 $3.0M
Infinity Wealth Counsel, LLC 2.70% Add +2.0% 142,943 $2.9M
Atria Investments, Inc 0.03% Reduce -3.4% 135,567 $2.8M
Vista Investment Management 0.90% Add +22.9% 129,797 $2.7M
Evexia Wealth LLC 0.73% Add +16.8% 128,367 $2.7M
Opulen Financial Group LLC 1.87% Add +6.7% 128,823 $2.7M
Farnam Financial LLC 2.12% Add +8.2% 125,400 $2.6M
Novare Capital Management LLC 0.19% Add +1.8% 118,715 $2.4M
Wilkins Miller Wealth Management, LLC 1.47% Reduce -1.6% 118,363 $2.4M
Davis R M Inc. 0.04% Add +22.9% 109,188 $2.2M
Dynamic Advisor Solutions LLC 0.07% Add +18.1% 109,059 $2.2M
AQR Capital Management 0.00% Reduce -20.0% 105,392 $2.2M
Truist Financial Corp. 0.00% Add +0.3% 101,277 $2.1M
HUB Investment Partners, LLC 0.05% Add +1.4% 99,915 $2.1M
River Wealth Advisors LLC 0.22% Add +38.3% 94,644 $1.9M
Stifel Financial Corp. 0.00% Add +53.2% 93,702 $1.9M
Ellevest, Inc. 0.27% Reduce -0.2% 92,798 $1.9M
Sawgrass Asset Management LLC 0.25% Add +0.1% 81,786 $1.7M
Carnegie Investment Counsel 0.03% Add +6.0% 80,519 $1.7M
Goldman Sachs Group Inc. 0.00% New 79,921 $1.6M
Smartleaf Asset Management LLC 0.06% Reduce -0.1% 79,758 $1.6M
Butensky & Cohen Financial Security, Inc. 0.40% Add +8.9% 72,910 $1.5M
Colonial Trust Advisors 0.12% Add +22.7% 72,364 $1.5M
Independence Bank of Kentucky 0.18% Add +11.4% 68,074 $1.4M
G2 Capital Management, LLC / Oh 0.34% Add +1.2% 67,111 $1.4M
Citadel Advisors 0.00% Add +1.9% 66,243 $1.4M
Horizons Wealth Management 0.89% Add +5.2% 65,043 $1.3M
Kestra Private Wealth Services, LLC 0.02% Reduce -7.4% 64,499 $1.3M
Jane Street Group, LLC 0.00% Add +85.1% 62,500 $1.3M
Camelot Portfolios, LLC 0.95% New 61,492 $1.3M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -53.6% 60,880 $1.3M
Apeiron RIA LLC 0.28% Add +15.9% 59,162 $1.2M
JPL Wealth Management, LLC 0.27% Add +3.9% 57,641 $1.2M
Shelton Capital Management 0.03% New 57,401 $1.2M
Captrust Financial Advisors 0.00% Add +1.1% 56,757 $1.2M
Kestra Advisory Services, LLC 0.00% Add +0.3% 55,795 $1.1M
Golden Reserve Retirement LLC 0.22% Add +136.7% 52,006 $1.1M
Everpar Advisors LLC 0.36% Add +20.9% 51,272 $1.1M
Colonial Trust Co / SC 0.14% Add +16.2% 50,879 $1.0M
Redmond Asset Management, LLC 0.28% Add +5.6% 49,546 $1.0M
Ark Wealth Advisors LLC 1.01% New 49,301 $1.0M
CVFG LLC 0.12% New 48,683 $1.0M
Oliver Luxxe Assets LLC 0.14% Add +81.5% 44,863 $924K
Headinvest, LLC 0.19% Reduce -4.6% 43,956 $905K
Farther Finance Advisors, LLC 0.01% New 41,321 $851K
Heritage Trust Co 0.08% Add +137.4% 40,391 $832K
Fca Corp. 0.22% Add +13.8% 38,589 $794K
Equitable Holdings, Inc. 0.01% Add +7.5% 37,637 $786K

"% of holder's portfolio" is BSCW's weight in each manager's 13F, not the share of Invesco Bulletshares 2032 CB the manager owns.

Show all 164 holders