Invesco Bulletshares 2033 CBBSCXETF
13F holders, Q3 2024 (September 30)65holders +12
13new positions
2sold out
1famous investor
$21.57avg. 13F price*
At the end of Q3 2024, 65 institutions reported holding Invesco Bulletshares 2033 CB (BSCX) in their 13F filings, up 12 from Q2 2024. 13 opened new positions and 2 sold out. The largest holders were Ameriprise Financial Inc. ($42.5M), Raymond James & Associates ($35.2M) and Raymond James Financial Services Advisors, Inc. ($22.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bulletshares 2033 CB
- CUSIP
- 46139W825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $2.8M |
| Exits | 2 | $18K |
All 13F filers, Q2 2024 → Q3 2024: 3,048,029 shares bought and 980,992 shares sold, net +2,067,037 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Ameriprise Financial Inc. | 0.01% | Add +11.9% | 1,971,526 | $42.5M |
| Raymond James & Associates | 0.02% | Add +216.9% | 1,629,151 | $35.2M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +2.2% | 1,045,813 | $22.6M |
| LPL Financial LLC | 0.01% | Add +39.7% | 944,108 | $20.4M |
| Morgan Stanley | 0.00% | Add +19.7% | 730,488 | $15.8M |
| Invesco Ltd. | 0.00% | Add +37.0% | 478,357 | $10.3M |
| Cookson Peirce & Co. Inc. | 0.45% | Reduce -0.9% | 445,878 | $9.6M |
| Beacon Harbor Wealth Advisors, Inc. | 1.77% | Add +4.6% | 344,079 | $7.4M |
| BCS Wealth Management | 3.08% | Add +77.8% | 335,274 | $7.2M |
| Carolina Wealth Advisors, LLC | 3.12% | Reduce -0.4% | 284,168 | $6.1M |
| Bank of America Corp. | 0.00% | Add +1280.5% | 261,844 | $5.7M |
| Equitable Holdings, Inc. | 0.05% | Add +12.9% | 240,003 | $5.2M |
| Susquehanna International Group, LLP | 0.01% | Add +700.8% | 201,568 | $4.3M |
| Addison Advisors LLC | 1.11% | Add +20.6% | 184,603 | $4.0M |
| Exchange Capital Management, Inc. | 0.58% | Add +31.1% | 169,842 | $3.7M |
| Nottingham Advisors, Inc. | 0.34% | Reduce -59.7% | 144,267 | $3.1M |
| Wells Fargo & Company | 0.00% | Add +53.3% | 130,260 | $2.8M |
| Moneco Advisors, LLC | 0.30% | Add +39.8% | 111,677 | $2.4M |
| Osaic Holdings, Inc. | 0.01% | Add +9.2% | 103,440 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +3.8% | 95,888 | $2.1M |
| Clark Asset Management, LLC | 0.44% | Add +238.0% | 94,643 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.8% | 73,611 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +18.7% | 72,313 | $1.6M |
| Farnam Financial LLC | 1.57% | — | 66,450 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -75.2% | 66,108 | $1.4M |
| Ellevest, Inc. | 0.08% | Add +27.5% | 65,288 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +64.7% | 64,350 | $1.3M |
| G2 Capital Management, LLC / Oh | 0.36% | Add +1.3% | 57,047 | $1.2M |
| Stephens Inc. | 0.02% | Add +389.2% | 56,657 | $1.2M |
| HUB Investment Partners, LLC | 0.05% | Add +29.1% | 51,710 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +32.0% | 51,645 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.1% | 51,053 | $1.1M |
| Sawgrass Asset Management LLC | 0.10% | Add +70.1% | 44,066 | $951K |
| Butensky & Cohen Financial Security, Inc. | 0.28% | Add +7.5% | 43,883 | $947K |
| Citadel Advisors | 0.00% | New | 38,822 | $838K |
| Sterling Financial Group, Inc. | 0.31% | Reduce -1.5% | 34,058 | $735K |
| Independence Bank of Kentucky | 0.14% | Add +7.6% | 30,458 | $657K |
| Jones Financial Companies LLLP | 0.00% | Add +5416.2% | 29,346 | $634K |
| Asset Dedication, LLC | 0.03% | Add +58.7% | 23,836 | $514K |
| Quartz Partners, LLC | 0.31% | — | 23,135 | $499K |
| Ledgewood Wealth Advisors, LLC | 0.32% | Add +82.0% | 22,265 | $480K |
| Strategic Financial Concepts, LLC | 0.15% | Reduce -93.5% | 22,244 | $480K |
| TLWM | 0.09% | New | 19,537 | $422K |
| Kestra Advisory Services, LLC | 0.00% | Add +24.7% | 17,478 | $377K |
| Novare Capital Management LLC | 0.03% | New | 16,575 | $358K |
| UBS Group AG | 0.00% | Add +46.3% | 14,716 | $318K |
| Aveo Capital Partners, LLC | 0.03% | New | 14,294 | $308K |
| Dover Advisors, LLC | 0.14% | No change | 11,600 | $250K |
| Waverly Advisors, LLC | 0.00% | New | 11,509 | $248K |
| Captrust Financial Advisors | 0.00% | New | 10,572 | $228K |
| Thrivent Financial for Lutherans | 0.00% | New | 10,492 | $226K |
| First Command Advisory Services, Inc. | 0.00% | Add +39.7% | 8,523 | $184K |
| Eastern Bank | 0.00% | New | 2,663 | $57K |
| Marquette Asset Management, LLC | 0.01% | Add +47.3% | 1,961 | $42K |
| Wintrust Investments LLC | 0.03% | New | 1,905 | $41K |
| Capital Analysts, LLC | 0.00% | Add +34.9% | 1,334 | $29K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,224 | $26K |
| Smithfield Trust Co | 0.00% | Add +0.4% | 1,056 | $23K |
| Hobbs Group Advisors, LLC | 0.01% | Add +0.6% | 1,024 | $22K |
| Larson Financial Group LLC | 0.00% | No change | 986 | $21K |
| Community Bank, N.A. | 0.00% | Reduce -99.7% | 685 | $15K |
| Davis Capital Management | 0.00% | New | 283 | $6K |
| Farther Finance Advisors, LLC | 0.00% | No change | 252 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | New | 195 | $4K |
| FMR LLC | 0.00% | New | 1 | $22 |
"% of holder's portfolio" is BSCX's weight in each manager's 13F, not the share of Invesco Bulletshares 2033 CB the manager owns.