Invesco Bulletshares 2033 CBBSCXETF
13F holders, Q4 2025 (December 31)107holders +13
17new positions
9sold out
1famous investor
$21.46avg. 13F price*
At the end of Q4 2025, 107 institutions reported holding Invesco Bulletshares 2033 CB (BSCX) in their 13F filings, up 13 from Q3 2025. 17 opened new positions and 9 sold out. The largest holders were Aptus Capital Advisors, LLC ($147.6M), Raymond James Financial Inc. ($65.0M) and Clearstead Advisors, LLC ($52.6M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $28.1M |
| Exits | 9 | $9.2M |
All 13F filers, Q3 2025 → Q4 2025: 5,429,394 shares bought and 450,531 shares sold, net +4,978,863 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Aptus Capital Advisors, LLC | 1.25% | Add +5.5% | 6,878,553 | $147.6M |
| Raymond James Financial Inc. | 0.02% | Add +4.9% | 3,030,423 | $65.0M |
| Clearstead Advisors, LLC | 0.66% | Add +157.8% | 2,449,217 | $52.6M |
| Ameriprise Financial Inc. | 0.01% | Add +3.5% | 2,407,397 | $51.7M |
| LPL Financial LLC | 0.01% | Add +12.7% | 1,833,315 | $39.3M |
| Morgan Stanley | 0.00% | Add +15.4% | 1,696,854 | $36.4M |
| BCS Wealth Management | 1.89% | Add +102.1% | 874,173 | $18.8M |
| Invesco Ltd. | 0.00% | Add +5.7% | 816,163 | $17.5M |
| Wells Fargo & Company | 0.00% | Add +26.0% | 699,152 | $15.0M |
| Motley Fool Wealth Management, LLC | 1.11% | Add +23.1% | 665,256 | $14.3M |
| Cookson Peirce & Co. Inc. | 0.44% | Add +4.1% | 493,185 | $10.6M |
| Baird Financial Group, Inc. | 0.02% | New | 466,238 | $10.0M |
| Parkway Wealth Management Group, LLC | 1.24% | — | 431,956 | $9.3M |
| Jones Financial Companies LLLP | 0.01% | Add +41.8% | 425,846 | $9.1M |
| Bank of America Corp. | 0.00% | Add +7.0% | 366,761 | $7.9M |
| Clark Asset Management, LLC | 0.78% | Add +21.6% | 351,203 | $7.5M |
| Modern Wealth Management, LLC | 0.13% | Add +8.4% | 332,563 | $7.1M |
| Equitable Holdings, Inc. | 0.05% | Add +0.2% | 324,740 | $7.0M |
| Independent Financial Group, LLC | 0.14% | New | 284,891 | $6.1M |
| Addison Advisors LLC | 1.21% | Add +7.9% | 250,270 | $5.4M |
| NorthCrest Asset Manangement, LLC | 0.12% | Reduce -1.7% | 242,690 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Add +10.5% | 225,532 | $4.8M |
| Asset Dedication, LLC | 0.32% | Add +46.9% | 225,063 | $4.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.2% | 215,295 | $4.6M |
| Royal Bank of Canada | 0.00% | Add +23.6% | 197,168 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | New | 190,073 | $4.1M |
| Nottingham Advisors, Inc. | 0.57% | Add +13.3% | 189,223 | $4.1M |
| Lido Advisors, LLC | 0.02% | Reduce -4.3% | 182,227 | $3.9M |
| Ledgewood Wealth Advisors, LLC | 2.24% | Add +8.1% | 181,270 | $3.9M |
| NorthAvenue LLC | 3.16% | — | 178,075 | $3.8M |
| Stephens Inc. | 0.05% | Add +15.9% | 173,777 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +7.7% | 155,986 | $3.3M |
| Atria Investments, Inc | 0.03% | Add +9.9% | 136,554 | $2.9M |
| Infinity Wealth Counsel, LLC | 2.40% | Add +226.9% | 122,950 | $2.6M |
| AA Financial Advisors, LLC | 0.49% | New | 122,526 | $2.6M |
| Virtue Asset Management LLC | 2.08% | Add +12.3% | 119,254 | $2.6M |
| LeClair Wealth Partners LLC | 1.38% | New | 110,978 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +58.0% | 110,277 | $2.4M |
| MML Investors Services, LLC | 0.01% | Add +9.2% | 105,515 | $2.3M |
| Novare Capital Management LLC | 0.17% | Add +2.4% | 104,472 | $2.2M |
| HUB Investment Partners, LLC | 0.05% | Add +1.9% | 91,946 | $2.0M |
| Ellevest, Inc. | 0.27% | Add +11.7% | 91,222 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +49.9% | 82,693 | $1.8M |
| Carroll Advisory Group, LLC | 0.77% | — | 82,793 | $1.8M |
| Farnam Financial LLC | 1.32% | Add +4.9% | 81,518 | $1.7M |
| UBS Group AG | 0.00% | Add +29.4% | 77,484 | $1.7M |
| Sawgrass Asset Management LLC | 0.20% | Add +35.4% | 75,302 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.3% | 74,705 | $1.6M |
| Opulen Financial Group LLC | 1.09% | Add +1.2% | 70,038 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.6% | 64,658 | $1.4M |
| Butensky & Cohen Financial Security, Inc. | 0.36% | Add +7.7% | 62,443 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +7.6% | 60,824 | $1.3M |
| G2 Capital Management, LLC / Oh | 0.31% | Add +1.2% | 60,685 | $1.3M |
| River Wealth Advisors LLC | 0.14% | Add +17.2% | 58,116 | $1.2M |
| Kohmann Bosshard Financial Services, LLC | 0.11% | Add +1.4% | 54,872 | $1.2M |
| Independence Bank of Kentucky | 0.12% | Add +3.1% | 46,348 | $995K |
| MAI Capital Management | 0.01% | Add +49462.4% | 46,093 | $989K |
| Moneco Advisors, LLC | 0.07% | Reduce -0.5% | 42,975 | $922K |
| Wilkins Miller Wealth Management, LLC | 0.53% | Add +23.5% | 41,248 | $885K |
| Davis R M Inc. | 0.01% | Add +61.1% | 38,312 | $822K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.4% | 35,088 | $753K |
| Captrust Financial Advisors | 0.00% | Add +35.5% | 33,840 | $726K |
| Stifel Financial Corp. | 0.00% | Add +5.3% | 33,008 | $708K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +59.6% | 30,323 | $651K |
| Dover Advisors, LLC | 0.23% | Add +2.9% | 27,100 | $582K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.6% | 25,959 | $557K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 23,635 | $507K |
| GTS Securities LLC | 0.02% | New | 21,499 | $461K |
| Golden Reserve Retirement LLC | 0.08% | New | 21,131 | $453K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 21,103 | $453K |
| Citadel Advisors | 0.00% | Reduce -20.8% | 20,994 | $451K |
| Quartz Partners, LLC | 0.16% | Reduce -10.3% | 20,472 | $439K |
| Hobbs Group Advisors, LLC | 0.13% | Add +1.2% | 19,744 | $424K |
| Allen Capital Group, LLC | 0.03% | Add +19.2% | 17,467 | $375K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 16,290 | $350K |
| Legacy Wealth Partners, LLC | 0.09% | — | 16,264 | $349K |
| Waverly Advisors, LLC | 0.00% | Add +0.2% | 15,600 | $335K |
| Redmond Asset Management, LLC | 0.08% | Add +6.8% | 14,954 | $321K |
| YANKCOM Partnership | 0.13% | Add +47.2% | 13,792 | $296K |
| Diversified Portfolios, Inc. | 0.02% | New | 12,865 | $276K |
| Coordinated Financial Services, Inc. | 0.16% | Reduce -1.5% | 12,726 | $273K |
| First Command Advisory Services, Inc. | 0.00% | Add +15.1% | 12,246 | $263K |
| ETF Store, Inc. | 0.26% | Add +7.8% | 12,081 | $259K |
| Capital Investment Advisors, LLC | 0.00% | Add +16.3% | 11,962 | $257K |
| Ancora Advisors LLC | 0.01% | New | 11,700 | $251K |
| ORG Partners LLC | 0.04% | Add +4.5% | 10,942 | $235K |
| Clearstead Trust, LLC | 0.04% | New | 10,700 | $230K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 9,842 | $211K |
| Montag A & Associates Inc. | 0.00% | Add +79.2% | 4,524 | $97K |
| Marquette Asset Management, LLC | 0.01% | Add +9.2% | 4,495 | $96K |
| Carolina Wealth Advisors, LLC | 0.04% | Reduce -15.9% | 4,133 | $89K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,755 | $81K |
| Davis Capital Management | 0.04% | Reduce -1.2% | 2,811 | $60K |
| US Bancorp \de | 0.00% | New | 2,807 | $60K |
| Community Bank, N.A. | 0.01% | Add +0.6% | 2,715 | $58K |
| Noble Wealth Management PBC | 0.02% | No change | 1,650 | $35K |
| Cwm, LLC | 0.00% | New | 1,577 | $34K |
| International Assets Investment Management, LLC | 0.00% | New | 1,563 | $34K |
| Capital Analysts, LLC | 0.00% | No change | 1,334 | $29K |
| Smithfield Trust Co | 0.00% | No change | 1,011 | $21K |
"% of holder's portfolio" is BSCX's weight in each manager's 13F, not the share of Invesco Bulletshares 2033 CB the manager owns.