Invesco Bulletshares 2034 CBBSCYETF
13F holders, Q4 2025 (December 31)87holders +10
13new positions
6sold out
1famous investor
$21.02avg. 13F price*
At the end of Q4 2025, 87 institutions reported holding Invesco Bulletshares 2034 CB (BSCY) in their 13F filings, up 10 from Q3 2025. 13 opened new positions and 6 sold out. The largest holders were Raymond James Financial Inc. ($52.9M), Aptus Capital Advisors, LLC ($36.5M) and LPL Financial LLC ($22.6M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $42.2M |
| Exits | 6 | $4.5M |
All 13F filers, Q3 2025 → Q4 2025: 4,364,166 shares bought and 431,278 shares sold, net +3,932,888 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| Raymond James Financial Inc. | 0.02% | Add +16.3% | 2,518,152 | $52.9M |
| Aptus Capital Advisors, LLC | 0.31% | New | 1,738,078 | $36.5M |
| LPL Financial LLC | 0.01% | Add +26.0% | 1,073,606 | $22.6M |
| Wells Fargo & Company | 0.00% | Add +55.4% | 851,096 | $17.9M |
| Invesco Ltd. | 0.00% | Add +6.0% | 831,500 | $17.5M |
| BCS Wealth Management | 1.41% | Add +124.1% | 666,220 | $14.0M |
| Morgan Stanley | 0.00% | Add +14.2% | 518,972 | $10.9M |
| Cookson Peirce & Co. Inc. | 0.44% | Add +3.8% | 504,697 | $10.6M |
| Jones Financial Companies LLLP | 0.00% | Add +95.6% | 279,436 | $5.9M |
| Equitable Holdings, Inc. | 0.04% | Add +7.5% | 277,455 | $5.8M |
| Clark Asset Management, LLC | 0.57% | Add +27.8% | 260,494 | $5.5M |
| Addison Advisors LLC | 1.16% | Add +22.6% | 245,014 | $5.2M |
| Gill Capital Partners, LLC | 1.45% | Add +11.2% | 226,880 | $4.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.3% | 208,957 | $4.4M |
| Ledgewood Wealth Advisors, LLC | 2.45% | Add +0.3% | 202,180 | $4.2M |
| Stephens Inc. | 0.05% | Add +17.5% | 177,312 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Add +82.9% | 168,164 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +9.9% | 152,057 | $3.2M |
| Bank of America Corp. | 0.00% | Add +24.7% | 150,573 | $3.2M |
| MAI Capital Management | 0.02% | Add +11.2% | 139,645 | $2.9M |
| Atria Investments, Inc | 0.03% | Add +9.8% | 139,439 | $2.9M |
| Royal Bank of Canada | 0.00% | Add +27.0% | 137,250 | $2.9M |
| Modern Wealth Management, LLC | 0.05% | Add +541.5% | 118,448 | $2.5M |
| Cetera Investment Advisers | 0.00% | Reduce -53.6% | 113,361 | $2.4M |
| LeClair Wealth Partners LLC | 1.38% | New | 113,099 | $2.4M |
| Asset Dedication, LLC | 0.15% | Add +149.2% | 108,896 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +40.0% | 105,099 | $2.2M |
| Ellevest, Inc. | 0.27% | Add +13.9% | 92,478 | $1.9M |
| Infinity Wealth Counsel, LLC | 1.72% | Add +226.0% | 89,710 | $1.9M |
| Truist Financial Corp. | 0.00% | Add +402.1% | 87,951 | $1.8M |
| Moneco Advisors, LLC | 0.14% | Reduce -12.0% | 86,137 | $1.8M |
| NorthAvenue LLC | 1.45% | — | 83,528 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.8% | 81,647 | $1.7M |
| Carroll Advisory Group, LLC | 0.74% | — | 81,258 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | No change | 71,612 | $1.5M |
| Novare Capital Management LLC | 0.11% | Add +14.9% | 70,439 | $1.5M |
| HUB Investment Partners, LLC | 0.04% | Reduce -8.2% | 67,800 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +4.3% | 66,486 | $1.4M |
| Butensky & Cohen Financial Security, Inc. | 0.35% | Add +10.6% | 62,089 | $1.3M |
| Farnam Financial LLC | 0.89% | Add +6.2% | 56,104 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +12.3% | 52,195 | $1.1M |
| UBS Group AG | 0.00% | Add +46.2% | 49,170 | $1.0M |
| G2 Capital Management, LLC / Oh | 0.25% | Add +1.2% | 48,723 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +3.0% | 47,628 | $1.0M |
| Sawgrass Asset Management LLC | 0.12% | Add +194.3% | 46,878 | $985K |
| Flow Traders U.S. LLC | 0.03% | Reduce -51.9% | 39,285 | $826K |
| Ameriprise Financial Inc. | 0.00% | New | 37,852 | $796K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.2% | 36,612 | $770K |
| River Wealth Advisors LLC | 0.08% | Add +36.2% | 35,428 | $745K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.7% | 33,513 | $704K |
| Citadel Advisors | 0.00% | Reduce -40.3% | 33,448 | $703K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 23,730 | $499K |
| Wilkins Miller Wealth Management, LLC | 0.29% | Add +63.7% | 23,128 | $486K |
| Stifel Financial Corp. | 0.00% | Add +16.6% | 22,884 | $481K |
| Golden Reserve Retirement LLC | 0.08% | New | 21,590 | $454K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +42.6% | 21,003 | $442K |
| Captrust Financial Advisors | 0.00% | Add +66.1% | 20,867 | $439K |
| Hobbs Group Advisors, LLC | 0.12% | Add +1.1% | 19,670 | $413K |
| Prosperity Wealth Management, Inc. | 0.13% | Add +44.1% | 19,275 | $405K |
| Legacy Wealth Partners, LLC | 0.09% | — | 16,712 | $351K |
| Opulen Financial Group LLC | 0.26% | Add +1.2% | 16,674 | $350K |
| Paradigm, Strategies in Wealth Management, LLC | 0.23% | No change | 16,312 | $343K |
| Global Wealth Strategies & Associates | 0.08% | Reduce -19.6% | 15,725 | $331K |
| Allen Capital Group, LLC | 0.03% | Add +19.1% | 15,102 | $317K |
| YANKCOM Partnership | 0.13% | Add +64.3% | 14,569 | $306K |
| Diversified Portfolios, Inc. | 0.02% | New | 14,036 | $295K |
| Jacobi Capital Management LLC | 0.02% | Add +10.5% | 13,832 | $291K |
| Davis R M Inc. | 0.01% | New | 13,785 | $290K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +20.8% | 12,661 | $266K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.2% | 12,472 | $262K |
| Independence Bank of Kentucky | 0.03% | Add +34.2% | 11,869 | $249K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 11,177 | $235K |
| ETF Store, Inc. | 0.23% | Add +3.6% | 10,655 | $224K |
| First Command Advisory Services, Inc. | 0.00% | Add +6.8% | 10,085 | $212K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 10,048 | $211K |
| &partners | 0.00% | New | 9,977 | $210K |
| Redmond Asset Management, LLC | 0.05% | New | 9,612 | $202K |
| Davis Capital Management | 0.09% | Reduce -5.0% | 5,951 | $125K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 4,774 | $100K |
| Marquette Asset Management, LLC | 0.01% | Add +7.9% | 4,668 | $98K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.2% | 3,384 | $71K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 2,989 | $63K |
| Montag A & Associates Inc. | 0.00% | No change | 2,588 | $54K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 1,335 | $28K |
| Private Trust Co. NA | 0.00% | No change | 1,178 | $25K |
| Smithfield Trust Co | 0.00% | No change | 1,031 | $21K |
| International Assets Investment Management, LLC | 0.00% | New | 657 | $14K |
"% of holder's portfolio" is BSCY's weight in each manager's 13F, not the share of Invesco Bulletshares 2034 CB the manager owns.