Invesco Bulletshares 2033 CBBSCXETF
13F holders, Q4 2024 (December 31)76holders +11
12new positions
6sold out
1famous investor
$20.62avg. 13F price*
At the end of Q4 2024, 76 institutions reported holding Invesco Bulletshares 2033 CB (BSCX) in their 13F filings, up 11 from Q3 2024. 12 opened new positions and 6 sold out. The largest holders were Raymond James Financial Inc. ($65.1M), Ameriprise Financial Inc. ($42.5M) and LPL Financial LLC ($21.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.9M |
| Exits | 6 | $4.4M |
All 13F filers, Q3 2024 → Q4 2024: 1,926,169 shares bought and 341,495 shares sold, net +1,584,674 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Raymond James Financial Inc. | 0.02% | — | 3,156,194 | $65.1M |
| Ameriprise Financial Inc. | 0.01% | Add +4.6% | 2,062,107 | $42.5M |
| LPL Financial LLC | 0.01% | Add +10.7% | 1,045,125 | $21.6M |
| Morgan Stanley | 0.00% | Add +18.3% | 864,035 | $17.8M |
| Invesco Ltd. | 0.00% | Add +0.4% | 480,431 | $9.9M |
| Cookson Peirce & Co. Inc. | 0.44% | Add +5.8% | 471,784 | $9.7M |
| BCS Wealth Management | 2.10% | Add +21.9% | 408,824 | $8.4M |
| Beacon Harbor Wealth Advisors, Inc. | 1.76% | Add +6.5% | 366,582 | $7.6M |
| Citadel Advisors | 0.01% | Add +677.4% | 301,784 | $6.2M |
| Carolina Wealth Advisors, LLC | 3.15% | Reduce -0.2% | 283,632 | $5.8M |
| Equitable Holdings, Inc. | 0.06% | Add +16.9% | 280,535 | $5.8M |
| Wells Fargo & Company | 0.00% | Add +99.6% | 260,045 | $5.4M |
| Bank of America Corp. | 0.00% | Reduce -14.1% | 224,911 | $4.6M |
| Addison Advisors LLC | 1.15% | Add +9.0% | 201,184 | $4.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13924.3% | 171,657 | $3.5M |
| Exchange Capital Management, Inc. | 0.55% | Reduce -1.8% | 166,792 | $3.4M |
| Nottingham Advisors, Inc. | 0.41% | Add +9.5% | 157,999 | $3.3M |
| Clark Asset Management, LLC | 0.57% | Add +56.3% | 147,940 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Add +22.6% | 126,773 | $2.6M |
| Ledgewood Wealth Advisors, LLC | 1.62% | Add +447.9% | 121,995 | $2.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +87.9% | 120,901 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +3.5% | 99,230 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +36.2% | 98,493 | $2.0M |
| Flow Traders U.S. LLC | 0.08% | New | 97,303 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.3% | 81,156 | $1.7M |
| Moneco Advisors, LLC | 0.17% | Reduce -28.9% | 79,438 | $1.6M |
| TLWM | 0.31% | Add +296.9% | 77,537 | $1.6M |
| Stephens Inc. | 0.02% | Add +26.7% | 71,795 | $1.5M |
| Ellevest, Inc. | 0.08% | Add +9.3% | 71,354 | $1.5M |
| Asset Dedication, LLC | 0.11% | Add +174.1% | 65,329 | $1.3M |
| Atria Investments, Inc | 0.02% | Add +19.6% | 61,747 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +108.1% | 61,081 | $1.3M |
| Sawgrass Asset Management LLC | 0.13% | Add +34.9% | 59,437 | $1.2M |
| G2 Capital Management, LLC / Oh | 0.35% | Add +1.3% | 57,783 | $1.2M |
| HUB Investment Partners, LLC | 0.05% | Add +6.5% | 55,085 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.5% | 53,848 | $1.1M |
| Strategic Financial Concepts, LLC | 0.21% | Add +137.8% | 52,897 | $1.1M |
| Farnam Financial LLC | 1.13% | Reduce -21.2% | 52,357 | $1.1M |
| Kohmann Bosshard Financial Services, LLC | 0.12% | New | 49,402 | $1.0M |
| Butensky & Cohen Financial Security, Inc. | 0.30% | Add +7.0% | 46,972 | $969K |
| Novare Capital Management LLC | 0.08% | Add +167.7% | 44,376 | $915K |
| Opulen Financial Group LLC | 0.75% | — | 39,911 | $823K |
| Independence Bank of Kentucky | 0.12% | Add +24.2% | 37,822 | $780K |
| River Wealth Advisors LLC | 0.10% | New | 37,084 | $765K |
| Sterling Financial Group, Inc. | 0.26% | No change | 34,058 | $702K |
| Quartz Partners, LLC | 0.33% | Add +13.6% | 26,284 | $542K |
| Dover Advisors, LLC | 0.30% | Add +115.4% | 24,989 | $515K |
| Kestra Advisory Services, LLC | 0.00% | Add +36.9% | 23,933 | $493K |
| Wilkins Miller Wealth Management, LLC | 0.51% | — | 23,627 | $487K |
| Independent Advisor Alliance | 0.01% | New | 23,457 | $484K |
| Jane Street Group, LLC | 0.00% | Reduce -70.2% | 19,707 | $406K |
| Noble Wealth Management PBC | 0.24% | — | 16,650 | $343K |
| Aveo Capital Partners, LLC | 0.03% | Add +6.0% | 15,151 | $312K |
| Sigma Investment Counselors Inc. | 0.02% | New | 14,408 | $297K |
| Avantax Advisory Services, Inc. | 0.00% | New | 14,399 | $297K |
| Waverly Advisors, LLC | 0.00% | Add +22.3% | 14,079 | $290K |
| UBS Group AG | 0.00% | Reduce -6.0% | 13,833 | $285K |
| Kaye Capital Management | 0.12% | New | 13,169 | $272K |
| Coordinated Financial Services, Inc. | 0.20% | — | 11,950 | $246K |
| Thrivent Financial for Lutherans | 0.00% | Add +12.6% | 11,813 | $244K |
| Stifel Financial Corp. | 0.00% | New | 11,597 | $239K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 10,891 | $225K |
| Davis R M Inc. | 0.00% | New | 10,711 | $221K |
| Captrust Financial Advisors | 0.00% | Reduce -7.0% | 9,836 | $203K |
| Investment Management Corp. /Va/ | 0.17% | — | 9,203 | $190K |
| First Command Advisory Services, Inc. | 0.00% | Add +3.9% | 8,856 | $183K |
| YANKCOM Partnership | 0.05% | — | 4,089 | $84K |
| Geneos Wealth Management Inc. | 0.00% | New | 3,755 | $77K |
| Marquette Asset Management, LLC | 0.01% | Add +51.1% | 2,964 | $61K |
| Community Bank, N.A. | 0.01% | Add +294.2% | 2,700 | $56K |
| Comerica Bank | 0.00% | New | 1,591 | $33K |
| Capital Analysts, LLC | 0.00% | No change | 1,334 | $28K |
| Wintrust Investments LLC | 0.02% | Reduce -33.3% | 1,270 | $26K |
| Smithfield Trust Co | 0.00% | Add +1.8% | 1,075 | $22K |
| Eastern Bank | 0.00% | Reduce -73.7% | 700 | $14K |
| Davis Capital Management | 0.01% | Add +138.5% | 675 | $14K |
"% of holder's portfolio" is BSCX's weight in each manager's 13F, not the share of Invesco Bulletshares 2033 CB the manager owns.