Invesco Bulletshares 2033 CBBSCXETF
13F holders, Q2 2026 (June 30)128holders +10
19new positions
7sold out
1famous investor
$20.93avg. 13F price*
At the end of Q2 2026, 128 institutions reported holding Invesco Bulletshares 2033 CB (BSCX) in their 13F filings, up 10 from Q1 2026. 19 opened new positions and 7 sold out. The largest holders were Aptus Capital Advisors, LLC ($167.5M), Ameriprise Financial Inc. ($74.4M) and Raymond James Financial Inc. ($71.9M). 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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $53.1M |
| Exits | 7 | $3.5M |
All 13F filers, Q1 2026 → Q2 2026: 6,258,407 shares bought and 1,285,511 shares sold, net +4,972,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| Aptus Capital Advisors, LLC | 1.22% | Add +13.6% | 7,954,221 | $167.5M |
| Ameriprise Financial Inc. | 0.02% | Add +41.6% | 3,537,744 | $74.4M |
| Raymond James Financial Inc. | 0.02% | Add +5.8% | 3,416,033 | $71.9M |
| Clearstead Advisors, LLC | 0.55% | Add +3.3% | 2,750,934 | $57.9M |
| LPL Financial LLC | 0.01% | Add +5.3% | 2,110,150 | $44.4M |
| Morgan Stanley | 0.00% | Reduce -31.1% | 1,311,679 | $27.6M |
| IMA Advisory Services, Inc. | 1.59% | New | 1,203,208 | $25.3M |
| Wells Fargo & Company | 0.00% | Add +10.4% | 915,739 | $19.3M |
| Invesco Ltd. | 0.00% | Add +5.8% | 911,142 | $19.2M |
| Janney Montgomery Scott LLC | 0.03% | Add +5.8% | 666,639 | $14.0M |
| Baird Financial Group, Inc. | 0.02% | Add +17.4% | 622,811 | $13.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 567,411 | $11.9M |
| Jones Financial Companies LLLP | 0.00% | Add +8.3% | 534,589 | $11.3M |
| Clark Asset Management, LLC | 0.86% | Add +22.7% | 519,107 | $10.9M |
| Cookson Peirce & Co. Inc. | 0.36% | Add +4.0% | 516,334 | $10.9M |
| Parkway Wealth Management Group, LLC | 1.17% | Add +0.9% | 480,088 | $10.1M |
| BCS Wealth Management | 1.70% | Add +3.8% | 449,212 | $9.5M |
| Bank of America Corp. | 0.00% | Add +6.5% | 441,183 | $9.3M |
| Royal Bank of Canada | 0.00% | Add +3.9% | 398,162 | $8.4M |
| Modern Wealth Management, LLC | 0.09% | Add +11.7% | 376,705 | $7.9M |
| Equitable Holdings, Inc. | 0.04% | Reduce -3.3% | 303,093 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Add +10.8% | 297,388 | $6.3M |
| Apollon Wealth Management, LLC | 0.07% | New | 289,335 | $6.1M |
| Asset Dedication, LLC | 0.38% | Add +7.2% | 286,678 | $6.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.2% | 242,570 | $5.1M |
| NorthAvenue LLC | 3.31% | Add +5.4% | 219,593 | $4.6M |
| NorthCrest Asset Manangement, LLC | 0.12% | Add +2.4% | 216,837 | $4.5M |
| Stephens Inc. | 0.05% | Add +5.5% | 212,785 | $4.5M |
| Nottingham Advisors, Inc. | 0.53% | Add +3.5% | 212,131 | $4.5M |
| Lido Advisors, LLC | 0.02% | Add +22.7% | 201,547 | $4.2M |
| Virtue Asset Management LLC | 3.03% | Add +31.4% | 200,790 | $4.2M |
| Ledgewood Wealth Advisors, LLC | 2.19% | Add +1.3% | 195,591 | $4.1M |
| MAI Capital Management | 0.01% | Add +54.9% | 164,142 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.4% | 159,600 | $3.4M |
| Independent Financial Group, LLC | 0.06% | Reduce -24.3% | 155,542 | $3.3M |
| DWM Financial Group, Inc. | 2.91% | — | 152,130 | $3.3M |
| Cetera Investment Advisers | 0.00% | Add +21.6% | 153,991 | $3.2M |
| Park Avenue Securities LLC | 0.02% | Add +30.1% | 143,484 | $3.0M |
| Infinity Wealth Counsel, LLC | 2.41% | Add +13.8% | 141,517 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +363.8% | 140,017 | $2.9M |
| Savvy Advisors, Inc. | 0.06% | New | 136,118 | $2.9M |
| Jane Street Group, LLC | 0.00% | Reduce -27.6% | 136,028 | $2.9M |
| MML Investors Services, LLC | 0.01% | Add +38.0% | 134,082 | $2.8M |
| Carroll Advisory Group, LLC | 0.87% | Add +11.2% | 126,318 | $2.7M |
| Avior Wealth Management, LLC | 0.07% | Add +18.1% | 124,944 | $2.6M |
| Addison Advisors LLC | 1.24% | Reduce -53.1% | 124,613 | $2.6M |
| Novare Capital Management LLC | 0.18% | Add +8.3% | 117,620 | $2.5M |
| LeClair Wealth Partners LLC | 1.27% | New | 116,695 | $2.5M |
| Davis R M Inc. | 0.04% | Add +100.1% | 110,653 | $2.3M |
| HUB Investment Partners, LLC | 0.04% | Add +9.0% | 101,642 | $2.1M |
| UBS Group AG | 0.00% | Add +7.7% | 99,795 | $2.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +2814.8% | 99,425 | $2.1M |
| Ellevest, Inc. | 0.23% | Add +3.3% | 93,798 | $2.0M |
| Farnam Financial LLC | 1.43% | Add +0.5% | 93,406 | $2.0M |
| AA Financial Advisors, LLC | 0.24% | Add +0.8% | 93,254 | $2.0M |
| River Wealth Advisors LLC | 0.18% | Reduce -1.6% | 82,602 | $1.7M |
| Opulen Financial Group LLC | 1.02% | Add +6.0% | 77,239 | $1.6M |
| Butensky & Cohen Financial Security, Inc. | 0.39% | Add +8.2% | 73,941 | $1.6M |
| Sawgrass Asset Management LLC | 0.20% | Reduce -2.9% | 72,502 | $1.5M |
| Golden Reserve Retirement LLC | 0.23% | Add +40.1% | 70,264 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +19.7% | 70,028 | $1.5M |
| Independence Bank of Kentucky | 0.16% | Add +17.5% | 67,942 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.5% | 66,051 | $1.4M |
| Moneco Advisors, LLC | 0.08% | Add +38.3% | 63,684 | $1.3M |
| G2 Capital Management, LLC / Oh | 0.29% | Add +1.2% | 62,147 | $1.3M |
| Ark Wealth Advisors LLC | 1.13% | Add +25.8% | 60,295 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +17.0% | 59,909 | $1.3M |
| Atria Investments, Inc | 0.01% | Reduce -60.9% | 51,551 | $1.1M |
| Wilkins Miller Wealth Management, LLC | 0.54% | Add +4.9% | 46,477 | $979K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.5% | 262,943 | $960K |
| City Holding Co. | 0.10% | New | 41,277 | $869K |
| Farther Finance Advisors, LLC | 0.01% | Add +2.1% | 41,078 | $865K |
| Captrust Financial Advisors | 0.00% | Add +4.3% | 35,620 | $750K |
| Stifel Financial Corp. | 0.00% | Add +7.5% | 34,742 | $731K |
| Heritage Trust Co | 0.06% | Add +87.9% | 32,803 | $691K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 30,952 | $652K |
| Citadel Advisors | 0.00% | Reduce -61.6% | 28,526 | $601K |
| Dover Advisors, LLC | 0.24% | No change | 27,100 | $582K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 26,276 | $553K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -83.4% | 25,671 | $541K |
| Allen Capital Group, LLC | 0.04% | Add +17.3% | 23,071 | $486K |
| GTS Securities LLC | 0.01% | New | 23,042 | $485K |
| Redmond Asset Management, LLC | 0.12% | Add +22.3% | 22,319 | $470K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 21,103 | $444K |
| Quartz Partners, LLC | 0.14% | No change | 20,472 | $431K |
| Hobbs Group Advisors, LLC | 0.11% | Add +1.2% | 20,206 | $425K |
| Waverly Advisors, LLC | 0.00% | Reduce -0.9% | 18,689 | $393K |
| Quadrature Capital Ltd | 0.00% | New | 18,439 | $388K |
| Aprio Wealth Management, LLC | 0.02% | New | 16,495 | $347K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 16,290 | $343K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -32.1% | 16,043 | $338K |
| YANKCOM Partnership | 0.11% | Add +10.3% | 15,215 | $320K |
| ETF Store, Inc. | 0.26% | Add +25.1% | 15,036 | $317K |
| Capital Investment Advisors, LLC | 0.00% | Add +4.1% | 12,590 | $265K |
| Legacy Wealth Partners, LLC | 0.06% | Reduce -19.6% | 12,530 | $264K |
| VestGen Advisors, LLC | 0.01% | Add +10.0% | 12,391 | $261K |
| Redwood Financial Network Corp | 0.14% | Add +18.6% | 11,815 | $249K |
| Ancora Advisors LLC | 0.00% | No change | 11,700 | $246K |
| Aureum Wealth Management, LLC | 0.15% | Reduce -0.5% | 11,504 | $242K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 10,955 | $231K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -10.4% | 10,878 | $229K |
| Somerset Trust Co | 0.06% | New | 10,435 | $220K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 10,347 | $218K |
| Oliver Luxxe Assets LLC | 0.03% | No change | 10,300 | $217K |
| Clearstead Trust, LLC | 0.03% | Reduce -3.4% | 9,921 | $209K |
| &partners | 0.00% | New | 9,814 | $207K |
| Harbour Investments, Inc. | 0.00% | New | 8,375 | $176K |
| International Assets Investment Management, LLC | 0.01% | Add +53.6% | 6,790 | $143K |
| US Bancorp \de | 0.00% | No change | 5,712 | $120K |
| Marquette Asset Management, LLC | 0.01% | No change | 4,495 | $95K |
| Capital Analysts, LLC | 0.00% | No change | 3,900 | $82K |
| Davis Capital Management | 0.05% | Add +18.8% | 3,792 | $80K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,755 | $79K |
| FMR LLC | 0.00% | Add +2255.5% | 3,015 | $63K |
| Carolina Wealth Advisors, LLC | 0.02% | Reduce -13.4% | 2,806 | $59K |
| Community Bank, N.A. | 0.01% | No change | 2,715 | $57K |
| Montag A & Associates Inc. | 0.00% | Reduce -45.0% | 2,444 | $51K |
| Private Trust Co. NA | 0.00% | New | 1,030 | $22K |
| Noble Wealth Management PBC | 0.01% | Reduce -39.4% | 1,000 | $21K |
| Smithfield Trust Co | 0.00% | No change | 1,011 | $21K |
| Cornerstone National Bank & Trust Co | 0.01% | New | 950 | $20K |
| Atlantic Union Bankshares Corp | 0.00% | New | 487 | $10K |
| Fifth Third Bancorp | 0.00% | Reduce -33.8% | 437 | $9K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +1.3% | 387 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 250 | $5K |
| Vanguard Advisers Inc. | 0.00% | No change | 108 | $2K |
| Key Financial Inc | 0.00% | No change | 100 | $2K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.8% | 56 | $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.