Invesco Bulletshares 2033 CBBSCXETF
13F holders, Q2 2024 (June 30)53holders +11
11new positions
2sold out
$19.86avg. 13F price*
At the end of Q2 2024, 53 institutions reported holding Invesco Bulletshares 2033 CB (BSCX) in their 13F filings, up 11 from Q1 2024. 11 opened new positions and 2 sold out. The largest holders were Ameriprise Financial Inc. ($36.3M), Raymond James Financial Services Advisors, Inc. ($21.1M) and LPL Financial LLC ($13.9M).
- Company
- Invesco Bulletshares 2033 CB
- CUSIP
- 46139W825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.2M |
| Exits | 2 | $1.7M |
All 13F filers, Q1 2024 → Q2 2024: 2,079,079 shares bought and 82,196 shares sold, net +1,996,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Ameriprise Financial Inc. | 0.01% | Add +6.6% | 1,762,409 | $36.3M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +9.5% | 1,022,877 | $21.1M |
| LPL Financial LLC | 0.01% | Add +26.1% | 675,972 | $13.9M |
| Morgan Stanley | 0.00% | Add +18.1% | 610,149 | $12.6M |
| Raymond James & Associates | 0.01% | Add +275.2% | 514,022 | $10.6M |
| Cookson Peirce & Co. Inc. | 0.45% | Add +0.7% | 449,728 | $9.3M |
| Nottingham Advisors, Inc. | 0.88% | Add +6.0% | 358,282 | $7.4M |
| Invesco Ltd. | 0.00% | Add +19.9% | 349,164 | $7.2M |
| Beacon Harbor Wealth Advisors, Inc. | 1.76% | Add +3.9% | 328,869 | $6.8M |
| Carolina Wealth Advisors, LLC | 2.89% | Add +27.6% | 285,417 | $5.9M |
| Jane Street Group, LLC | 0.01% | Add +59.9% | 266,750 | $5.5M |
| Community Bank, N.A. | 0.65% | No change | 239,670 | $4.9M |
| Equitable Holdings, Inc. | 0.05% | Add +85.8% | 212,509 | $4.4M |
| BCS Wealth Management | 1.89% | Add +417.6% | 188,568 | $3.9M |
| Addison Advisors LLC | 1.02% | Add +10.5% | 153,052 | $3.2M |
| Exchange Capital Management, Inc. | 0.43% | Add +443.7% | 129,535 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Add +62.8% | 94,714 | $2.0M |
| MML Investors Services, LLC | 0.01% | Add +10.6% | 92,395 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +11.7% | 84,970 | $1.8M |
| Moneco Advisors, LLC | 0.24% | Add +43.4% | 79,872 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.4% | 66,442 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +71.6% | 60,906 | $1.3M |
| G2 Capital Management, LLC / Oh | 0.36% | Add +1.3% | 56,316 | $1.2M |
| Ellevest, Inc. | 0.06% | Add +12.1% | 51,209 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.1% | 42,869 | $884K |
| Butensky & Cohen Financial Security, Inc. | 0.27% | Add +22.0% | 40,834 | $842K |
| HUB Investment Partners, LLC | 0.04% | Add +113.3% | 40,068 | $826K |
| Atria Investments, Inc | 0.01% | New | 39,137 | $807K |
| Sanctuary Advisors, LLC | 0.01% | — | 39,069 | $791K |
| Sterling Financial Group, Inc. | 0.32% | Reduce -5.5% | 34,588 | $713K |
| Independence Bank of Kentucky | 0.15% | Add +166.5% | 28,315 | $584K |
| Clark Asset Management, LLC | 0.16% | Add +30.9% | 27,999 | $577K |
| Sawgrass Asset Management LLC | 0.06% | Add +9.0% | 25,911 | $534K |
| Susquehanna International Group, LLP | 0.00% | New | 25,170 | $519K |
| Bank of America Corp. | 0.00% | Add +399.2% | 18,968 | $391K |
| Strategic Financial Concepts, LLC | 0.21% | Add +1475.3% | 343,092 | $359K |
| Asset Dedication, LLC | 0.02% | Add +816.9% | 15,019 | $310K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.9% | 14,020 | $289K |
| Ledgewood Wealth Advisors, LLC | 0.22% | New | 12,235 | $252K |
| Dover Advisors, LLC | 0.15% | New | 11,600 | $239K |
| Stephens Inc. | 0.00% | New | 11,581 | $239K |
| UBS Group AG | 0.00% | Add +87.3% | 10,061 | $207K |
| First Command Advisory Services, Inc. | 0.00% | No change | 6,099 | $126K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 4,474 | $92K |
| Marquette Asset Management, LLC | 0.00% | Add +264.7% | 1,331 | $27K |
| Smithfield Trust Co | 0.00% | Add +3.2% | 1,052 | $22K |
| Hobbs Group Advisors, LLC | 0.01% | — | 1,018 | $21K |
| Larson Financial Group LLC | 0.00% | New | 986 | $20K |
| Capital Analysts, LLC | 0.00% | New | 989 | $20K |
| Tyler-Stone Wealth Management | 0.01% | New | 750 | $15K |
| Jones Financial Companies LLLP | 0.00% | New | 532 | $11K |
| Farther Finance Advisors, LLC | 0.00% | New | 252 | $5K |
| Private Trust Co. NA | 0.00% | No change | 123 | $3K |
"% of holder's portfolio" is BSCX's weight in each manager's 13F, not the share of Invesco Bulletshares 2033 CB the manager owns.