Invesco Bulletshares 2033 CBBSCXETF
13F holders, Q2 2025 (June 30)83holders +3
9new positions
4sold out
1famous investor
$21.20avg. 13F price*
At the end of Q2 2025, 83 institutions reported holding Invesco Bulletshares 2033 CB (BSCX) in their 13F filings, up 3 from Q1 2025. 9 opened new positions and 4 sold out. The largest holders were Aptus Capital Advisors, LLC ($127.7M), Raymond James Financial Inc. ($57.2M) and Ameriprise Financial Inc. ($48.4M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $26.4M |
| Exits | 4 | $9.9M |
All 13F filers, Q1 2025 → Q2 2025: 4,073,320 shares bought and 1,551,604 shares sold, net +2,521,716 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Aptus Capital Advisors, LLC | 1.26% | Add +57.2% | 6,025,655 | $127.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -13.8% | 2,697,798 | $57.2M |
| Ameriprise Financial Inc. | 0.01% | Add +2.0% | 2,280,249 | $48.4M |
| LPL Financial LLC | 0.01% | Add +6.1% | 1,339,744 | $28.4M |
| Morgan Stanley | 0.00% | Add +7.0% | 1,337,589 | $28.4M |
| Invesco Ltd. | 0.00% | Reduce -35.7% | 711,951 | $15.1M |
| Motley Fool Wealth Management, LLC | 0.76% | New | 596,948 | $12.7M |
| Cookson Peirce & Co. Inc. | 0.44% | Add +0.7% | 473,771 | $10.0M |
| BCS Wealth Management | 1.99% | Add +4.5% | 437,162 | $9.3M |
| Equitable Holdings, Inc. | 0.05% | Add +3.0% | 308,515 | $6.5M |
| Kaye Capital Management | 2.44% | Add +12.0% | 298,864 | $6.3M |
| Modern Wealth Management, LLC | 0.16% | New | 298,864 | $6.3M |
| JPMorgan Chase & Co. | 0.00% | New | 293,235 | $6.2M |
| Wells Fargo & Company | 0.00% | Add +17.4% | 288,998 | $6.1M |
| Bank of America Corp. | 0.00% | Add +10.2% | 287,308 | $6.1M |
| Carolina Wealth Advisors, LLC | 2.82% | Reduce -7.1% | 269,565 | $5.7M |
| Jones Financial Companies LLLP | 0.00% | Add +35.2% | 231,499 | $4.9M |
| Addison Advisors LLC | 1.09% | Add +0.3% | 206,604 | $4.4M |
| Clark Asset Management, LLC | 0.58% | Add +11.2% | 200,560 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.2% | 198,068 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Add +10.0% | 195,243 | $4.1M |
| Nottingham Advisors, Inc. | 0.51% | Add +3.1% | 162,946 | $3.5M |
| Exchange Capital Management, Inc. | 0.51% | Reduce -2.7% | 161,506 | $3.4M |
| Ledgewood Wealth Advisors, LLC | 2.08% | Add +3.9% | 155,515 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +8.5% | 146,014 | $3.1M |
| Asset Dedication, LLC | 0.20% | Add +8.5% | 128,620 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +4.7% | 127,432 | $2.7M |
| Stephens Inc. | 0.04% | Add +7.3% | 120,537 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +1.4% | 118,243 | $2.5M |
| Citadel Advisors | 0.00% | Add +97.4% | 103,040 | $2.2M |
| MML Investors Services, LLC | 0.01% | Reduce -6.5% | 96,462 | $2.0M |
| HUB Investment Partners, LLC | 0.06% | Add +6.8% | 87,194 | $1.8M |
| Ellevest, Inc. | 0.26% | Add +2.1% | 78,195 | $1.7M |
| Novare Capital Management LLC | 0.13% | Add +19.5% | 77,592 | $1.6M |
| TLWM | 0.31% | No change | 77,537 | $1.6M |
| Farnam Financial LLC | 1.31% | Add +22.6% | 68,890 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.2% | 60,682 | $1.3M |
| Moneco Advisors, LLC | 0.12% | Reduce -16.0% | 59,865 | $1.3M |
| G2 Capital Management, LLC / Oh | 0.35% | Add +1.3% | 59,227 | $1.3M |
| Butensky & Cohen Financial Security, Inc. | 0.35% | Add +4.9% | 54,866 | $1.2M |
| Kohmann Bosshard Financial Services, LLC | 0.13% | Add +9.5% | 54,102 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +30.6% | 54,073 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -37.9% | 53,859 | $1.1M |
| Opulen Financial Group LLC | 0.91% | Add +9.3% | 52,576 | $1.1M |
| Sawgrass Asset Management LLC | 0.12% | Reduce -10.1% | 48,073 | $1.0M |
| River Wealth Advisors LLC | 0.12% | Add +4.1% | 45,543 | $966K |
| Independence Bank of Kentucky | 0.12% | Add +4.7% | 39,613 | $840K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +26.8% | 36,149 | $765K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.3% | 34,736 | $736K |
| Sterling Financial Group, Inc. | 0.24% | No change | 33,388 | $708K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.8% | 25,642 | $544K |
| Lido Advisors, LLC | 0.00% | New | 25,100 | $532K |
| Dover Advisors, LLC | 0.23% | Reduce -1.6% | 24,600 | $522K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.7% | 24,172 | $512K |
| Quartz Partners, LLC | 0.23% | Reduce -7.1% | 24,023 | $509K |
| UBS Group AG | 0.00% | Add +36.7% | 23,845 | $506K |
| Stifel Financial Corp. | 0.00% | Add +5.5% | 22,583 | $479K |
| Wilkins Miller Wealth Management, LLC | 0.32% | Reduce -18.2% | 21,943 | $465K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 21,103 | $447K |
| Jane Street Group, LLC | 0.00% | Reduce -90.5% | 16,433 | $348K |
| Davis R M Inc. | 0.01% | Add +31.1% | 16,242 | $344K |
| Waverly Advisors, LLC | 0.00% | Add +4.0% | 15,532 | $329K |
| Captrust Financial Advisors | 0.00% | Add +0.7% | 13,804 | $293K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.4% | 13,344 | $283K |
| Cetera Investment Advisers | 0.00% | New | 12,916 | $274K |
| Coordinated Financial Services, Inc. | 0.19% | — | 12,757 | $270K |
| Allen Capital Group, LLC | 0.03% | New | 12,002 | $254K |
| ETF Store, Inc. | 0.27% | Add +2.7% | 10,817 | $229K |
| First Command Advisory Services, Inc. | 0.00% | Add +13.6% | 10,059 | $213K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.1% | 9,626 | $204K |
| Investment Management Corp. /Va/ | 0.15% | Reduce -6.4% | 7,815 | $166K |
| YANKCOM Partnership | 0.07% | Add +24.1% | 6,296 | $133K |
| Ameritas Advisory Services, LLC | 0.01% | New | 5,620 | $119K |
| Marquette Asset Management, LLC | 0.01% | No change | 4,118 | $87K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,755 | $80K |
| Community Bank, N.A. | 0.01% | No change | 2,700 | $57K |
| Montag A & Associates Inc. | 0.00% | No change | 2,524 | $54K |
| Capital Analysts, LLC | 0.00% | No change | 1,334 | $28K |
| Smithfield Trust Co | 0.00% | Reduce -2.9% | 996 | $21K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 250 | $5K |
| Comerica Bank | 0.00% | Reduce -89.3% | 170 | $4K |
| Larson Financial Group LLC | 0.00% | New | 20 | $424 |
| FMR LLC | 0.00% | Add +100.0% | 2 | $42 |
"% of holder's portfolio" is BSCX's weight in each manager's 13F, not the share of Invesco Bulletshares 2033 CB the manager owns.