Invesco Bulletshares 2033 CBBSCXETF
13F holders, Q1 2026 (March 31)118holders +11
17new positions
6sold out
1famous investor
$21.02avg. 13F price*
At the end of Q1 2026, 118 institutions reported holding Invesco Bulletshares 2033 CB (BSCX) in their 13F filings, up 11 from Q4 2025. 17 opened new positions and 6 sold out. The largest holders were Aptus Capital Advisors, LLC ($148.1M), Raymond James Financial Inc. ($68.3M) and Clearstead Advisors, LLC ($56.3M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $14.0M |
| Exits | 6 | $3.9M |
All 13F filers, Q4 2025 → Q1 2026: 3,581,143 shares bought and 946,312 shares sold, net +2,634,831 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| Aptus Capital Advisors, LLC | 1.25% | Add +1.8% | 7,004,279 | $148.1M |
| Raymond James Financial Inc. | 0.02% | Add +6.6% | 3,229,513 | $68.3M |
| Clearstead Advisors, LLC | 0.51% | Add +8.7% | 2,662,099 | $56.3M |
| Ameriprise Financial Inc. | 0.01% | Add +3.8% | 2,498,792 | $52.8M |
| LPL Financial LLC | 0.01% | Add +9.3% | 2,004,014 | $42.4M |
| Morgan Stanley | 0.00% | Add +12.3% | 1,904,673 | $40.3M |
| Invesco Ltd. | 0.00% | Add +5.6% | 861,568 | $18.2M |
| Wells Fargo & Company | 0.00% | Add +18.6% | 829,291 | $17.5M |
| Janney Montgomery Scott LLC | 0.03% | Add +231.4% | 629,946 | $13.3M |
| Motley Fool Wealth Management, LLC | 1.30% | Reduce -18.3% | 543,485 | $11.5M |
| Baird Financial Group, Inc. | 0.02% | Add +13.8% | 530,705 | $11.2M |
| Cookson Peirce & Co. Inc. | 0.44% | Add +0.6% | 496,315 | $10.5M |
| Jones Financial Companies LLLP | 0.01% | Add +15.9% | 493,669 | $10.3M |
| Parkway Wealth Management Group, LLC | 1.28% | Add +10.2% | 475,922 | $10.1M |
| BCS Wealth Management | 1.87% | Reduce -50.5% | 432,811 | $9.2M |
| Clark Asset Management, LLC | 0.84% | Add +20.4% | 423,028 | $8.9M |
| Bank of America Corp. | 0.00% | Add +13.0% | 414,450 | $8.8M |
| Royal Bank of Canada | 0.00% | Add +94.4% | 383,288 | $8.1M |
| Modern Wealth Management, LLC | 0.12% | Add +1.4% | 337,138 | $7.1M |
| Equitable Holdings, Inc. | 0.04% | Reduce -3.5% | 313,449 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Add +19.0% | 268,288 | $5.7M |
| Asset Dedication, LLC | 0.40% | Add +18.8% | 267,433 | $5.7M |
| Addison Advisors LLC | 1.24% | Add +6.2% | 265,879 | $5.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.3% | 237,436 | $5.0M |
| NorthCrest Asset Manangement, LLC | 0.14% | Reduce -12.8% | 211,723 | $4.5M |
| NorthAvenue LLC | 3.50% | Add +16.9% | 208,260 | $4.4M |
| Independent Financial Group, LLC | 0.10% | Reduce -27.9% | 205,523 | $4.3M |
| Nottingham Advisors, Inc. | 0.56% | Add +8.3% | 205,032 | $4.3M |
| Stephens Inc. | 0.05% | Add +16.1% | 201,774 | $4.3M |
| Ledgewood Wealth Advisors, LLC | 2.30% | Add +6.6% | 193,173 | $4.1M |
| Jane Street Group, LLC | 0.00% | New | 188,023 | $4.0M |
| Lido Advisors, LLC | 0.01% | Reduce -9.8% | 164,304 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.1% | 154,329 | $3.3M |
| Virtue Asset Management LLC | 2.63% | Add +28.2% | 152,871 | $3.2M |
| Atria Investments, Inc | 0.03% | Reduce -3.4% | 131,946 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +71.7% | 128,246 | $2.7M |
| Cetera Investment Advisers | 0.00% | Add +14.8% | 126,629 | $2.7M |
| Infinity Wealth Counsel, LLC | 2.42% | Add +1.2% | 124,400 | $2.6M |
| Carroll Advisory Group, LLC | 0.93% | Add +37.2% | 113,599 | $2.4M |
| Park Avenue Securities LLC | 0.02% | New | 110,277 | $2.3M |
| Novare Capital Management LLC | 0.18% | Add +3.9% | 108,589 | $2.3M |
| MAI Capital Management | 0.01% | Add +130.0% | 105,995 | $2.2M |
| Avior Wealth Management, LLC | 0.06% | New | 105,782 | $2.2M |
| MML Investors Services, LLC | 0.01% | Reduce -7.9% | 97,189 | $2.1M |
| HUB Investment Partners, LLC | 0.05% | Add +1.5% | 93,284 | $2.0M |
| Farnam Financial LLC | 1.62% | Add +14.1% | 92,984 | $2.0M |
| UBS Group AG | 0.00% | Add +19.6% | 92,703 | $2.0M |
| AA Financial Advisors, LLC | 0.28% | Reduce -24.5% | 92,540 | $2.0M |
| Ellevest, Inc. | 0.27% | Reduce -0.5% | 90,810 | $1.9M |
| River Wealth Advisors LLC | 0.20% | Add +44.5% | 83,964 | $1.8M |
| Sawgrass Asset Management LLC | 0.24% | Reduce -0.9% | 74,652 | $1.6M |
| Citadel Advisors | 0.00% | Add +254.3% | 74,391 | $1.6M |
| Opulen Financial Group LLC | 1.08% | Add +4.0% | 72,833 | $1.5M |
| Butensky & Cohen Financial Security, Inc. | 0.38% | Add +9.4% | 68,322 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.7% | 67,048 | $1.4M |
| G2 Capital Management, LLC / Oh | 0.32% | Add +1.2% | 61,401 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -3.8% | 58,521 | $1.2M |
| Independence Bank of Kentucky | 0.15% | Add +24.8% | 57,828 | $1.2M |
| Davis R M Inc. | 0.02% | Add +44.3% | 55,294 | $1.2M |
| Kohmann Bosshard Financial Services, LLC | 0.11% | No change | 54,872 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +68.9% | 51,203 | $1.1M |
| Golden Reserve Retirement LLC | 0.22% | Add +137.3% | 50,144 | $1.1M |
| Ark Wealth Advisors LLC | 1.00% | New | 47,948 | $1.0M |
| Moneco Advisors, LLC | 0.08% | Add +7.2% | 46,046 | $974K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +210.2% | 256,488 | $950K |
| Wilkins Miller Wealth Management, LLC | 0.57% | Add +7.4% | 44,308 | $937K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 42,348 | $896K |
| Farther Finance Advisors, LLC | 0.01% | New | 40,215 | $851K |
| Captrust Financial Advisors | 0.00% | Add +0.9% | 34,148 | $722K |
| Stifel Financial Corp. | 0.00% | Reduce -2.1% | 32,305 | $683K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -14.0% | 30,189 | $638K |
| Susquehanna International Group, LLP | 0.00% | New | 27,755 | $587K |
| Dover Advisors, LLC | 0.24% | No change | 27,100 | $573K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 23,635 | $500K |
| Independent Advisor Alliance | 0.01% | New | 22,145 | $468K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 21,103 | $446K |
| Quartz Partners, LLC | 0.17% | No change | 20,472 | $433K |
| Hobbs Group Advisors, LLC | 0.13% | Add +1.1% | 19,970 | $422K |
| Allen Capital Group, LLC | 0.04% | Add +12.7% | 19,677 | $416K |
| Waverly Advisors, LLC | 0.00% | Add +20.9% | 18,861 | $399K |
| Redmond Asset Management, LLC | 0.11% | Add +22.0% | 18,250 | $386K |
| Heritage Trust Co | 0.04% | New | 17,460 | $369K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 16,290 | $345K |
| Legacy Wealth Partners, LLC | 0.08% | Reduce -4.2% | 15,578 | $329K |
| YANKCOM Partnership | 0.12% | No change | 13,792 | $292K |
| Coordinated Financial Services, Inc. | 0.16% | Add +1.0% | 12,853 | $272K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -0.8% | 12,146 | $257K |
| Capital Investment Advisors, LLC | 0.00% | Add +1.1% | 12,089 | $256K |
| ETF Store, Inc. | 0.25% | Reduce -0.5% | 12,020 | $254K |
| Ancora Advisors LLC | 0.01% | No change | 11,700 | $247K |
| Aureum Wealth Management, LLC | 0.17% | New | 11,559 | $244K |
| VestGen Advisors, LLC | 0.01% | New | 11,266 | $238K |
| Ascentis Independent Advisors | 0.02% | New | 10,870 | $230K |
| Oliver Luxxe Assets LLC | 0.03% | New | 10,300 | $218K |
| Clearstead Trust, LLC | 0.04% | Reduce -4.0% | 10,274 | $217K |
| Redwood Financial Network Corp | 0.14% | New | 9,966 | $211K |
| US Bancorp \de | 0.00% | Add +103.5% | 5,712 | $121K |
| Marquette Asset Management, LLC | 0.01% | No change | 4,495 | $95K |
| Montag A & Associates Inc. | 0.00% | Reduce -1.8% | 4,444 | $94K |
| International Assets Investment Management, LLC | 0.01% | Add +182.8% | 4,421 | $94K |
| Advisory Services Network, LLC | 0.00% | New | 4,403 | $93K |
| Capital Analysts, LLC | 0.00% | Add +192.3% | 3,900 | $82K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,755 | $79K |
| Rockefeller Capital Management L.P. | 0.00% | New | 3,411 | $72K |
| Carolina Wealth Advisors, LLC | 0.03% | Reduce -21.6% | 3,239 | $69K |
| Davis Capital Management | 0.05% | Add +13.5% | 3,191 | $67K |
| Community Bank, N.A. | 0.01% | No change | 2,715 | $57K |
| Cwm, LLC | 0.00% | Add +29.2% | 2,037 | $43K |
| Noble Wealth Management PBC | 0.02% | No change | 1,650 | $35K |
| Intentional Wealth Strategies, LLC | 0.03% | — | 1,305 | $28K |
| Smithfield Trust Co | 0.00% | No change | 1,011 | $21K |
| Fifth Third Bancorp | 0.00% | Add +1.5% | 660 | $14K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +1.1% | 382 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 250 | $5K |
| FMR LLC | 0.00% | Add +117.0% | 128 | $3K |
| Vanguard Advisers Inc. | 0.00% | — | 108 | $2K |
| Key Financial Inc | 0.00% | New | 100 | $2K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.9% | 55 | $1K |
"% of holder's portfolio" is BSCX's weight in each manager's 13F, not the share of Invesco Bulletshares 2033 CB the manager owns.