Invesco Bulletshares 2033 CBBSCXETF
13F holders, Q1 2025 (March 31)80holders +4
9new positions
4sold out
1famous investor
$20.89avg. 13F price*
At the end of Q1 2025, 80 institutions reported holding Invesco Bulletshares 2033 CB (BSCX) in their 13F filings, up 4 from Q4 2024. 9 opened new positions and 4 sold out. The largest holders were Aptus Capital Advisors, LLC ($80.1M), Raymond James Financial Inc. ($65.4M) and Ameriprise Financial Inc. ($46.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $82.3M |
| Exits | 4 | $1.1M |
All 13F filers, Q4 2024 → Q1 2025: 6,430,376 shares bought and 422,667 shares sold, net +6,007,709 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Aptus Capital Advisors, LLC | 0.91% | New | 3,833,987 | $80.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.8% | 3,130,808 | $65.4M |
| Ameriprise Financial Inc. | 0.01% | Add +8.4% | 2,235,852 | $46.7M |
| LPL Financial LLC | 0.01% | Add +20.8% | 1,262,794 | $26.4M |
| Morgan Stanley | 0.00% | Add +44.7% | 1,250,403 | $26.1M |
| Invesco Ltd. | 0.00% | Add +130.3% | 1,106,644 | $23.1M |
| Cookson Peirce & Co. Inc. | 0.49% | Reduce -0.3% | 470,300 | $9.8M |
| BCS Wealth Management | 2.25% | Add +2.3% | 418,341 | $8.7M |
| Beacon Harbor Wealth Advisors, Inc. | 1.85% | Add +3.9% | 381,016 | $8.0M |
| Equitable Holdings, Inc. | 0.06% | Add +6.8% | 299,558 | $6.2M |
| Carolina Wealth Advisors, LLC | 3.27% | Add +2.3% | 290,106 | $6.1M |
| Kaye Capital Management | 2.28% | Add +1926.0% | 266,808 | $5.6M |
| Bank of America Corp. | 0.00% | Add +15.9% | 260,678 | $5.4M |
| Wells Fargo & Company | 0.00% | Reduce -5.3% | 246,250 | $5.1M |
| Addison Advisors LLC | 1.17% | Add +2.4% | 206,097 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.7% | 188,273 | $3.9M |
| Clark Asset Management, LLC | 0.63% | Add +21.9% | 180,376 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Add +40.0% | 177,471 | $3.7M |
| Jane Street Group, LLC | 0.01% | Add +782.0% | 173,819 | $3.6M |
| Jones Financial Companies LLLP | 0.00% | Add +180.4% | 171,279 | $3.6M |
| Exchange Capital Management, Inc. | 0.56% | Reduce -0.5% | 165,950 | $3.5M |
| Nottingham Advisors, Inc. | 0.50% | Reduce 0.0% | 157,998 | $3.3M |
| Ledgewood Wealth Advisors, LLC | 2.02% | Add +22.8% | 149,750 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +36.7% | 134,604 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +0.7% | 121,748 | $2.5M |
| Asset Dedication, LLC | 0.20% | Add +81.5% | 118,582 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +88.8% | 116,574 | $2.4M |
| Stephens Inc. | 0.03% | Add +56.5% | 112,370 | $2.3M |
| MML Investors Services, LLC | 0.01% | Add +4.0% | 103,170 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.8% | 86,653 | $1.8M |
| HUB Investment Partners, LLC | 0.07% | Add +48.3% | 81,682 | $1.7M |
| TLWM | 0.32% | No change | 77,537 | $1.6M |
| Ellevest, Inc. | 0.11% | Add +7.3% | 76,555 | $1.6M |
| Moneco Advisors, LLC | 0.15% | Reduce -10.3% | 71,289 | $1.5M |
| Novare Capital Management LLC | 0.12% | Add +46.3% | 64,922 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.2% | 58,782 | $1.2M |
| G2 Capital Management, LLC / Oh | 0.37% | Add +1.2% | 58,478 | $1.2M |
| Strategic Financial Concepts, LLC | 0.22% | Add +6.5% | 56,314 | $1.2M |
| Farnam Financial LLC | 1.19% | Add +7.3% | 56,192 | $1.2M |
| Sawgrass Asset Management LLC | 0.14% | Reduce -10.0% | 53,477 | $1.1M |
| Butensky & Cohen Financial Security, Inc. | 0.33% | Add +11.3% | 52,294 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -82.7% | 52,207 | $1.1M |
| Kohmann Bosshard Financial Services, LLC | 0.12% | No change | 49,402 | $1.0M |
| Opulen Financial Group LLC | 0.91% | Add +20.5% | 48,093 | $1.0M |
| River Wealth Advisors LLC | 0.13% | Add +17.9% | 43,739 | $914K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 41,390 | $865K |
| Independence Bank of Kentucky | 0.12% | Reduce -0.0% | 37,819 | $790K |
| Flow Traders U.S. LLC | 0.03% | Reduce -65.2% | 33,832 | $707K |
| Kestra Advisory Services, LLC | 0.00% | Add +40.5% | 33,635 | $703K |
| Sterling Financial Group, Inc. | 0.25% | Reduce -2.0% | 33,388 | $697K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +161.8% | 28,509 | $596K |
| Wilkins Miller Wealth Management, LLC | 0.42% | Add +13.5% | 26,824 | $560K |
| Quartz Partners, LLC | 0.33% | Reduce -1.6% | 25,857 | $540K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 25,450 | $532K |
| Dover Advisors, LLC | 0.23% | No change | 24,989 | $522K |
| Avantax Advisory Services, Inc. | 0.00% | Add +57.4% | 22,665 | $473K |
| Stifel Financial Corp. | 0.00% | Add +84.7% | 21,415 | $447K |
| Sigma Investment Counselors Inc. | 0.03% | Add +46.5% | 21,103 | $441K |
| UBS Group AG | 0.00% | Add +26.1% | 17,440 | $364K |
| Noble Wealth Management PBC | 0.23% | Reduce -5.3% | 15,775 | $330K |
| Waverly Advisors, LLC | 0.00% | Add +6.1% | 14,940 | $312K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 14,261 | $298K |
| Captrust Financial Advisors | 0.00% | Add +39.3% | 13,703 | $286K |
| Coordinated Financial Services, Inc. | 0.20% | — | 12,595 | $263K |
| Davis R M Inc. | 0.01% | Add +15.6% | 12,386 | $259K |
| ETF Store, Inc. | 0.27% | New | 10,529 | $220K |
| Capital Investment Advisors, LLC | 0.00% | New | 9,620 | $201K |
| First Command Advisory Services, Inc. | 0.00% | No change | 8,856 | $185K |
| Investment Management Corp. /Va/ | 0.16% | Reduce -9.3% | 8,349 | $174K |
| YANKCOM Partnership | 0.06% | Add +24.0% | 5,072 | $106K |
| Marquette Asset Management, LLC | 0.02% | Add +38.9% | 4,118 | $86K |
| Wayfinding Financial, LLC | 0.04% | New | 4,035 | $84K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,755 | $78K |
| Community Bank, N.A. | 0.01% | No change | 2,700 | $56K |
| Montag A & Associates Inc. | 0.00% | New | 2,524 | $53K |
| Davis Capital Management | 0.03% | Add +166.7% | 1,800 | $38K |
| Comerica Bank | 0.00% | Reduce -0.2% | 1,588 | $33K |
| Capital Analysts, LLC | 0.00% | No change | 1,334 | $28K |
| Smithfield Trust Co | 0.00% | Reduce -4.6% | 1,026 | $22K |
| FMR LLC | 0.00% | New | 1 | $21 |
"% of holder's portfolio" is BSCX's weight in each manager's 13F, not the share of Invesco Bulletshares 2033 CB the manager owns.