Invesco Bulletshares 2034 CBBSCYETF
13F holders, Q3 2025 (September 30)77holders +14
15new positions
1sold out
1famous investor
$21.02avg. 13F price*
At the end of Q3 2025, 77 institutions reported holding Invesco Bulletshares 2034 CB (BSCY) in their 13F filings, up 14 from Q2 2025. 15 opened new positions and 1 sold out. The largest holders were Raymond James Financial Inc. ($45.5M), LPL Financial LLC ($17.9M) and Invesco Ltd. ($16.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $8.0M |
| Exits | 1 | $42 |
All 13F filers, Q2 2025 → Q3 2025: 1,733,634 shares bought and 152,238 shares sold, net +1,581,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Raymond James Financial Inc. | 0.01% | Add +8.1% | 2,165,840 | $45.5M |
| LPL Financial LLC | 0.01% | Add +48.0% | 852,142 | $17.9M |
| Invesco Ltd. | 0.00% | Add +8.7% | 784,500 | $16.5M |
| Wells Fargo & Company | 0.00% | Add +32.0% | 547,854 | $11.5M |
| Cookson Peirce & Co. Inc. | 0.42% | Reduce -0.3% | 486,145 | $10.2M |
| Morgan Stanley | 0.00% | Add +24.3% | 454,390 | $9.6M |
| BCS Wealth Management | 1.41% | Add +6.9% | 297,287 | $6.2M |
| Equitable Holdings, Inc. | 0.04% | Add +14.7% | 258,195 | $5.4M |
| Cetera Investment Advisers | 0.01% | Add +26.1% | 244,543 | $5.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.2% | 204,247 | $4.3M |
| Gill Capital Partners, LLC | 1.31% | Add +6.3% | 204,092 | $4.3M |
| Clark Asset Management, LLC | 0.50% | Add +69.5% | 203,865 | $4.3M |
| Ledgewood Wealth Advisors, LLC | 2.51% | Add +4.3% | 201,525 | $4.2M |
| Addison Advisors LLC | 0.97% | Add +22.2% | 199,762 | $4.2M |
| Stephens Inc. | 0.04% | Add +23.8% | 150,899 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Add +72.6% | 142,891 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +9.4% | 138,300 | $2.9M |
| Atria Investments, Inc | 0.03% | Add +5.3% | 126,959 | $2.7M |
| MAI Capital Management | 0.02% | Add +1.5% | 125,548 | $2.6M |
| Bank of America Corp. | 0.00% | Add +83.0% | 120,761 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +19.9% | 108,034 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +9.7% | 100,629 | $2.1M |
| Moneco Advisors, LLC | 0.17% | Add +29.6% | 97,873 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | New | 91,952 | $1.9M |
| Flow Traders U.S. LLC | 0.07% | Add +28.4% | 81,609 | $1.7M |
| Ellevest, Inc. | 0.24% | Add +5.2% | 81,173 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +23.2% | 75,094 | $1.6M |
| HUB Investment Partners, LLC | 0.06% | Add +4.3% | 73,824 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | No change | 71,612 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.6% | 64,387 | $1.4M |
| Private Advisor Group, LLC | 0.01% | New | 63,713 | $1.3M |
| Novare Capital Management LLC | 0.10% | Add +34.5% | 61,318 | $1.3M |
| Butensky & Cohen Financial Security, Inc. | 0.33% | Add +8.1% | 56,155 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -9.5% | 55,986 | $1.2M |
| Farnam Financial LLC | 0.86% | Add +2.4% | 52,843 | $1.1M |
| G2 Capital Management, LLC / Oh | 0.26% | Add +1.3% | 48,165 | $1.0M |
| MML Investors Services, LLC | 0.00% | Reduce -0.6% | 46,483 | $977K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +23.0% | 46,240 | $972K |
| Yarger Wealth Strategies, LLC | 0.43% | New | 44,972 | $945K |
| Asset Dedication, LLC | 0.06% | Add +110.8% | 43,697 | $919K |
| TLWM | 0.16% | No change | 43,362 | $911K |
| Commonwealth Equity Services, LLC | 0.00% | Add +60.6% | 34,812 | $732K |
| UBS Group AG | 0.00% | Add +68.5% | 33,639 | $707K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.4% | 31,996 | $673K |
| Infinity Wealth Counsel, LLC | 0.56% | New | 27,519 | $578K |
| River Wealth Advisors LLC | 0.06% | Add +22.9% | 26,012 | $547K |
| Sterling Financial Group, Inc. | 0.16% | New | 23,730 | $499K |
| Stifel Financial Corp. | 0.00% | Add +88.7% | 19,619 | $412K |
| Global Wealth Strategies & Associates | 0.11% | New | 19,557 | $411K |
| Hobbs Group Advisors, LLC | 0.13% | New | 19,451 | $409K |
| Modern Wealth Management, LLC | 0.01% | New | 18,465 | $388K |
| Truist Financial Corp. | 0.00% | Add +38.0% | 17,517 | $368K |
| Opulen Financial Group LLC | 0.26% | Add +5.1% | 16,483 | $346K |
| Paradigm, Strategies in Wealth Management, LLC | 0.22% | New | 16,312 | $343K |
| Sawgrass Asset Management LLC | 0.04% | Add +31.3% | 15,928 | $335K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +22.0% | 14,733 | $311K |
| Wilkins Miller Wealth Management, LLC | 0.18% | New | 14,132 | $297K |
| Prosperity Wealth Management, Inc. | 0.10% | New | 13,375 | $281K |
| Allen Capital Group, LLC | 0.03% | Add +25.9% | 12,683 | $267K |
| Captrust Financial Advisors | 0.00% | New | 12,561 | $264K |
| Jacobi Capital Management LLC | 0.02% | Add +1.0% | 12,520 | $263K |
| Jane Street Group, LLC | 0.00% | Reduce -92.1% | 12,379 | $260K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 12,325 | $259K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.4% | 10,479 | $220K |
| ETF Store, Inc. | 0.23% | Add +3.5% | 10,287 | $216K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -1.0% | 9,545 | $201K |
| First Command Advisory Services, Inc. | 0.00% | Add +0.7% | 9,443 | $198K |
| YANKCOM Partnership | 0.08% | No change | 8,866 | $186K |
| Independence Bank of Kentucky | 0.02% | Add +160.9% | 8,843 | $186K |
| Davis Capital Management | 0.09% | — | 6,261 | $132K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 4,774 | $100K |
| Marquette Asset Management, LLC | 0.01% | No change | 4,327 | $91K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.5% | 3,608 | $76K |
| Montag A & Associates Inc. | 0.00% | No change | 2,588 | $54K |
| Advisory Services Network, LLC | 0.00% | New | 2,221 | $47K |
| Private Trust Co. NA | 0.00% | New | 1,178 | $25K |
| Smithfield Trust Co | 0.00% | Add +1.6% | 1,031 | $21K |
"% of holder's portfolio" is BSCY's weight in each manager's 13F, not the share of Invesco Bulletshares 2034 CB the manager owns.