Invesco Bulletshares 2033 CBBSCXETF
13F holders, Q3 2025 (September 30)94holders +11
14new positions
3sold out
1famous investor
$21.47avg. 13F price*
At the end of Q3 2025, 94 institutions reported holding Invesco Bulletshares 2033 CB (BSCX) in their 13F filings, up 11 from Q2 2025. 14 opened new positions and 3 sold out. The largest holders were Aptus Capital Advisors, LLC ($140.0M), Raymond James Financial Inc. ($62.0M) and Ameriprise Financial Inc. ($50.0M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $30.0M |
| Exits | 3 | $166K |
All 13F filers, Q2 2025 → Q3 2025: 3,730,801 shares bought and 549,853 shares sold, net +3,180,948 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Aptus Capital Advisors, LLC | 1.28% | Add +8.2% | 6,521,763 | $140.0M |
| Raymond James Financial Inc. | 0.02% | Add +7.1% | 2,889,931 | $62.0M |
| Ameriprise Financial Inc. | 0.01% | Add +2.0% | 2,326,905 | $50.0M |
| LPL Financial LLC | 0.01% | Add +21.4% | 1,627,024 | $34.9M |
| Morgan Stanley | 0.00% | Add +9.9% | 1,470,698 | $31.6M |
| Clearstead Advisors, LLC | 0.30% | New | 949,887 | $20.4M |
| Invesco Ltd. | 0.00% | Add +8.4% | 772,130 | $16.6M |
| Wells Fargo & Company | 0.00% | Add +92.0% | 554,834 | $11.9M |
| Motley Fool Wealth Management, LLC | 0.79% | Reduce -9.5% | 540,393 | $11.6M |
| Cookson Peirce & Co. Inc. | 0.42% | Add +0.0% | 473,784 | $10.2M |
| BCS Wealth Management | 2.09% | Reduce -1.1% | 432,501 | $9.3M |
| Bank of America Corp. | 0.00% | Add +19.2% | 342,592 | $7.4M |
| Equitable Holdings, Inc. | 0.05% | Add +5.1% | 324,120 | $7.0M |
| Modern Wealth Management, LLC | 0.13% | Add +2.7% | 306,821 | $6.6M |
| Jones Financial Companies LLLP | 0.00% | Add +29.7% | 300,253 | $6.4M |
| Clark Asset Management, LLC | 0.72% | Add +43.9% | 288,690 | $6.2M |
| NorthCrest Asset Manangement, LLC | 0.13% | New | 246,925 | $5.3M |
| Addison Advisors LLC | 1.16% | Add +12.3% | 231,984 | $5.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.4% | 212,803 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Add +4.5% | 204,049 | $4.3M |
| Lido Advisors, LLC | 0.02% | Add +658.5% | 190,374 | $4.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -36.4% | 186,577 | $4.0M |
| Ledgewood Wealth Advisors, LLC | 2.13% | Add +7.8% | 167,618 | $3.6M |
| Nottingham Advisors, Inc. | 0.50% | Add +2.5% | 166,988 | $3.6M |
| Royal Bank of Canada | 0.00% | Add +9.3% | 159,532 | $3.4M |
| Asset Dedication, LLC | 0.22% | Add +19.2% | 153,258 | $3.3M |
| Stephens Inc. | 0.04% | Add +24.4% | 149,891 | $3.2M |
| Sanctuary Advisors, LLC | 0.02% | Add +13.7% | 144,847 | $3.1M |
| Atria Investments, Inc | 0.03% | Add +5.0% | 124,194 | $2.7M |
| Virtue Asset Management LLC | 1.92% | — | 106,195 | $2.3M |
| Novare Capital Management LLC | 0.17% | Add +31.5% | 102,062 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +0.2% | 96,666 | $2.1M |
| HUB Investment Partners, LLC | 0.07% | Add +3.5% | 90,280 | $1.9M |
| Ellevest, Inc. | 0.25% | Add +4.5% | 81,688 | $1.8M |
| Farnam Financial LLC | 1.30% | Add +12.8% | 77,727 | $1.7M |
| TLWM | 0.30% | No change | 77,537 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +440.3% | 69,788 | $1.5M |
| Opulen Financial Group LLC | 1.13% | Add +31.6% | 69,208 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.7% | 69,008 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +20.8% | 65,039 | $1.4M |
| Flow Traders U.S. LLC | 0.05% | New | 60,316 | $1.3M |
| G2 Capital Management, LLC / Oh | 0.33% | Add +1.3% | 59,965 | $1.3M |
| UBS Group AG | 0.00% | Add +151.2% | 59,897 | $1.3M |
| Butensky & Cohen Financial Security, Inc. | 0.35% | Add +5.6% | 57,962 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +4.5% | 56,510 | $1.2M |
| Sawgrass Asset Management LLC | 0.15% | Add +15.7% | 55,637 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +52.6% | 55,160 | $1.2M |
| Kohmann Bosshard Financial Services, LLC | 0.12% | No change | 54,102 | $1.2M |
| River Wealth Advisors LLC | 0.12% | Add +8.9% | 49,576 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +189.7% | 47,608 | $1.0M |
| Independence Bank of Kentucky | 0.12% | Add +13.5% | 44,949 | $965K |
| Moneco Advisors, LLC | 0.08% | Reduce -27.8% | 43,200 | $927K |
| Susquehanna International Group, LLP | 0.00% | New | 42,509 | $913K |
| Infinity Wealth Counsel, LLC | 0.78% | New | 37,610 | $807K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.6% | 34,940 | $750K |
| Wilkins Miller Wealth Management, LLC | 0.44% | Add +52.2% | 33,403 | $717K |
| Stifel Financial Corp. | 0.00% | Add +38.8% | 31,354 | $673K |
| Citadel Advisors | 0.00% | Reduce -74.3% | 26,497 | $569K |
| Dover Advisors, LLC | 0.23% | Add +7.1% | 26,350 | $566K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.6% | 25,803 | $554K |
| Captrust Financial Advisors | 0.00% | Add +80.9% | 24,977 | $536K |
| Davis R M Inc. | 0.01% | Add +46.4% | 23,780 | $511K |
| Sterling Financial Group, Inc. | 0.16% | Reduce -29.2% | 23,635 | $507K |
| Quartz Partners, LLC | 0.18% | Reduce -5.0% | 22,817 | $490K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 21,103 | $453K |
| Hobbs Group Advisors, LLC | 0.13% | New | 19,517 | $419K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +42.4% | 19,001 | $408K |
| Waverly Advisors, LLC | 0.00% | Add +0.2% | 15,566 | $334K |
| Allen Capital Group, LLC | 0.03% | Add +22.1% | 14,652 | $315K |
| Redmond Asset Management, LLC | 0.07% | New | 14,004 | $301K |
| Coordinated Financial Services, Inc. | 0.18% | Add +1.3% | 12,916 | $277K |
| ETF Store, Inc. | 0.26% | Add +3.6% | 11,210 | $241K |
| First Command Advisory Services, Inc. | 0.00% | Add +5.7% | 10,636 | $228K |
| ORG Partners LLC | 0.04% | New | 10,467 | $225K |
| Capital Investment Advisors, LLC | 0.00% | Add +6.8% | 10,282 | $221K |
| Mercer Global Advisors Inc. | 0.00% | New | 9,541 | $205K |
| YANKCOM Partnership | 0.09% | Add +48.8% | 9,369 | $201K |
| Carolina Wealth Advisors, LLC | 0.05% | Reduce -98.2% | 4,914 | $106K |
| Advisory Services Network, LLC | 0.00% | New | 4,300 | $92K |
| Marquette Asset Management, LLC | 0.01% | No change | 4,118 | $88K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,755 | $81K |
| Davis Capital Management | 0.04% | — | 2,846 | $61K |
| Community Bank, N.A. | 0.01% | No change | 2,700 | $58K |
| Montag A & Associates Inc. | 0.00% | No change | 2,524 | $54K |
| Noble Wealth Management PBC | 0.02% | — | 1,650 | $35K |
| Capital Analysts, LLC | 0.00% | No change | 1,334 | $29K |
| Smithfield Trust Co | 0.00% | Add +1.5% | 1,011 | $21K |
| Fifth Third Bancorp | 0.00% | New | 500 | $11K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -94.7% | 296 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 250 | $5K |
| Comerica Bank | 0.00% | No change | 170 | $4K |
| MAI Capital Management | 0.00% | New | 93 | $2K |
| Golden State Wealth Management, LLC | 0.00% | New | 54 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 5 | $107 |
"% of holder's portfolio" is BSCX's weight in each manager's 13F, not the share of Invesco Bulletshares 2033 CB the manager owns.