Invesco Bulletshares 2034 CBBSCYETF
13F holders, Q2 2025 (June 30)63holders +7
11new positions
3sold out
1famous investor
$20.75avg. 13F price*
At the end of Q2 2025, 63 institutions reported holding Invesco Bulletshares 2034 CB (BSCY) in their 13F filings, up 7 from Q1 2025. 11 opened new positions and 3 sold out. The largest holders were Raymond James Financial Inc. ($41.6M), Invesco Ltd. ($15.0M) and LPL Financial LLC ($11.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bulletshares 2034 CB
- CUSIP
- 46139W783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $8.1M |
| Exits | 3 | $2.3M |
All 13F filers, Q1 2025 → Q2 2025: 1,851,446 shares bought and 651,883 shares sold, net +1,199,563 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Raymond James Financial Inc. | 0.01% | Add +7.8% | 2,003,972 | $41.6M |
| Invesco Ltd. | 0.00% | Reduce -35.6% | 721,978 | $15.0M |
| LPL Financial LLC | 0.00% | Add +23.3% | 575,744 | $11.9M |
| Cookson Peirce & Co. Inc. | 0.45% | Add +0.4% | 487,623 | $10.1M |
| Wells Fargo & Company | 0.00% | Add +5449.3% | 414,924 | $8.6M |
| Morgan Stanley | 0.00% | Add +466.1% | 365,429 | $7.6M |
| BCS Wealth Management | 1.24% | Add +9.6% | 278,130 | $5.8M |
| Equitable Holdings, Inc. | 0.04% | Add +33.9% | 225,036 | $4.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.3% | 194,085 | $4.0M |
| Cetera Investment Advisers | 0.01% | Add +10.6% | 193,928 | $4.0M |
| Ledgewood Wealth Advisors, LLC | 2.52% | Add +0.5% | 193,130 | $4.0M |
| Gill Capital Partners, LLC | 1.28% | Add +16.6% | 192,075 | $4.0M |
| Addison Advisors LLC | 0.85% | Add +29.5% | 163,470 | $3.4M |
| Jane Street Group, LLC | 0.01% | New | 156,251 | $3.2M |
| Sanctuary Advisors, LLC | 0.02% | Add +5.5% | 126,411 | $2.6M |
| MAI Capital Management | 0.02% | Reduce -8.2% | 123,714 | $2.6M |
| Stephens Inc. | 0.03% | Add +25.8% | 121,855 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +1.7% | 120,527 | $2.5M |
| Clark Asset Management, LLC | 0.34% | Add +19.1% | 120,236 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -45.0% | 91,726 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +20.2% | 90,106 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +494.3% | 82,804 | $1.7M |
| Ellevest, Inc. | 0.26% | Add +2.4% | 77,198 | $1.6M |
| Moneco Advisors, LLC | 0.15% | Add +98.5% | 75,537 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 71,612 | $1.5M |
| HUB Investment Partners, LLC | 0.05% | Add +95.3% | 70,769 | $1.5M |
| Bank of America Corp. | 0.00% | Add +75.1% | 65,993 | $1.4M |
| Flow Traders U.S. LLC | 0.05% | Reduce -30.0% | 63,547 | $1.3M |
| Citadel Advisors | 0.00% | New | 61,872 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +39.7% | 60,931 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.6% | 57,713 | $1.2M |
| Butensky & Cohen Financial Security, Inc. | 0.32% | Add +8.9% | 51,968 | $1.1M |
| Farnam Financial LLC | 0.96% | Add +15.8% | 51,607 | $1.1M |
| G2 Capital Management, LLC / Oh | 0.28% | New | 47,548 | $987K |
| MML Investors Services, LLC | 0.00% | Reduce -3.8% | 46,784 | $971K |
| Novare Capital Management LLC | 0.08% | Add +26.6% | 45,591 | $946K |
| TLWM | 0.17% | No change | 43,362 | $900K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +56.4% | 37,590 | $780K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.8% | 30,060 | $624K |
| Avantax Advisory Services, Inc. | 0.00% | Add +10.8% | 23,076 | $479K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -46.9% | 21,675 | $450K |
| River Wealth Advisors LLC | 0.05% | Add +17.2% | 21,169 | $439K |
| Asset Dedication, LLC | 0.03% | Add +64.9% | 20,731 | $430K |
| UBS Group AG | 0.00% | Add +20.9% | 19,963 | $414K |
| Opulen Financial Group LLC | 0.27% | Add +49.8% | 15,677 | $325K |
| Truist Financial Corp. | 0.00% | Add +0.0% | 12,692 | $263K |
| Jacobi Capital Management LLC | 0.02% | Add +1.0% | 12,396 | $257K |
| Sawgrass Asset Management LLC | 0.03% | Reduce -26.8% | 12,128 | $252K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.1% | 12,073 | $250K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 11,081 | $230K |
| Stifel Financial Corp. | 0.00% | New | 10,397 | $216K |
| Allen Capital Group, LLC | 0.02% | New | 10,076 | $209K |
| ETF Store, Inc. | 0.24% | New | 9,941 | $206K |
| Oppenheimer & Co. Inc. | 0.00% | New | 9,642 | $200K |
| First Command Advisory Services, Inc. | 0.00% | Add +15.1% | 9,378 | $195K |
| YANKCOM Partnership | 0.09% | Add +804.7% | 8,866 | $184K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 4,774 | $99K |
| Marquette Asset Management, LLC | 0.01% | Add +0.4% | 4,327 | $90K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.1% | 3,592 | $75K |
| Independence Bank of Kentucky | 0.01% | New | 3,389 | $70K |
| Montag A & Associates Inc. | 0.00% | No change | 2,588 | $54K |
| Smithfield Trust Co | 0.00% | Reduce -3.3% | 1,015 | $21K |
| FMR LLC | 0.00% | New | 2 | $42 |
"% of holder's portfolio" is BSCY's weight in each manager's 13F, not the share of Invesco Bulletshares 2034 CB the manager owns.