Invesco Bulletshares 2034 CBBSCYETF
13F holders, Q1 2026 (March 31)88holders +1
10new positions
9sold out
1famous investor
$20.70avg. 13F price*
At the end of Q1 2026, 88 institutions reported holding Invesco Bulletshares 2034 CB (BSCY) in their 13F filings, up 1 from Q4 2025. 10 opened new positions and 9 sold out. The largest holders were Aptus Capital Advisors, LLC ($71.4M), Raymond James Financial Inc. ($55.9M) and UBS Group AG ($26.9M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $12.0M |
| Exits | 9 | $9.9M |
All 13F filers, Q4 2025 → Q1 2026: 5,366,704 shares bought and 845,889 shares sold, net +4,520,815 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Aptus Capital Advisors, LLC | 0.60% | Add +98.6% | 3,451,824 | $71.4M |
| Raymond James Financial Inc. | 0.02% | Add +7.3% | 2,701,478 | $55.9M |
| UBS Group AG | 0.00% | Add +2541.0% | 1,298,600 | $26.9M |
| LPL Financial LLC | 0.01% | Add +14.7% | 1,231,390 | $25.5M |
| Wells Fargo & Company | 0.00% | Add +35.4% | 1,151,936 | $23.8M |
| Invesco Ltd. | 0.00% | Add +5.4% | 876,398 | $18.1M |
| Morgan Stanley | 0.00% | Add +35.0% | 700,345 | $14.5M |
| Cookson Peirce & Co. Inc. | 0.45% | Add +0.7% | 508,101 | $10.5M |
| Jones Financial Companies LLLP | 0.00% | Add +23.9% | 346,286 | $7.1M |
| BCS Wealth Management | 1.43% | Reduce -49.1% | 339,077 | $7.0M |
| Clark Asset Management, LLC | 0.63% | Add +24.0% | 323,095 | $6.7M |
| Addison Advisors LLC | 1.23% | Add +9.9% | 269,234 | $5.6M |
| Janney Montgomery Scott LLC | 0.01% | New | 259,076 | $5.4M |
| Equitable Holdings, Inc. | 0.03% | Reduce -8.4% | 254,245 | $5.3M |
| Gill Capital Partners, LLC | 1.42% | Add +4.8% | 237,746 | $4.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.7% | 237,616 | $4.9M |
| Bank of America Corp. | 0.00% | Add +53.3% | 230,755 | $4.8M |
| Ledgewood Wealth Advisors, LLC | 2.38% | Add +1.0% | 204,212 | $4.2M |
| Stephens Inc. | 0.05% | Add +14.7% | 203,368 | $4.2M |
| Modern Wealth Management, LLC | 0.07% | Add +69.4% | 200,676 | $4.2M |
| MAI Capital Management | 0.02% | Add +35.9% | 189,833 | $3.9M |
| Susquehanna International Group, LLP | 0.00% | New | 161,612 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +16.8% | 160,262 | $3.3M |
| Osaic Holdings, Inc. | 0.00% | Add +52.2% | 159,995 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.5% | 149,809 | $3.1M |
| Asset Dedication, LLC | 0.21% | Add +35.0% | 146,987 | $3.0M |
| Atria Investments, Inc | 0.03% | Reduce -3.5% | 134,605 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +60.7% | 131,185 | $2.7M |
| Cetera Investment Advisers | 0.00% | Add +9.6% | 124,284 | $2.6M |
| Citadel Advisors | 0.00% | Add +249.3% | 116,822 | $2.4M |
| Carroll Advisory Group, LLC | 0.93% | Add +41.9% | 115,277 | $2.4M |
| NorthAvenue LLC | 1.83% | Add +33.3% | 111,376 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +7.4% | 94,463 | $2.0M |
| Ellevest, Inc. | 0.27% | Reduce -0.3% | 92,242 | $1.9M |
| Infinity Wealth Counsel, LLC | 1.74% | Add +2.1% | 91,620 | $1.9M |
| Moneco Advisors, LLC | 0.14% | Reduce -0.1% | 86,014 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Add +109.0% | 79,112 | $1.6M |
| Novare Capital Management LLC | 0.12% | Add +4.9% | 73,891 | $1.5M |
| River Wealth Advisors LLC | 0.17% | Add +107.1% | 73,362 | $1.5M |
| HUB Investment Partners, LLC | 0.04% | Add +6.4% | 72,148 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +3.3% | 68,705 | $1.4M |
| Butensky & Cohen Financial Security, Inc. | 0.37% | Add +9.6% | 68,020 | $1.4M |
| Farnam Financial LLC | 1.07% | Add +12.0% | 62,834 | $1.3M |
| Independent Advisor Alliance | 0.01% | New | 58,506 | $1.2M |
| Golden Reserve Retirement LLC | 0.22% | Add +138.9% | 51,574 | $1.1M |
| G2 Capital Management, LLC / Oh | 0.25% | Add +1.2% | 49,290 | $1.0M |
| MML Investors Services, LLC | 0.00% | Reduce -9.8% | 47,096 | $975K |
| Sawgrass Asset Management LLC | 0.15% | No change | 46,878 | $970K |
| Farther Finance Advisors, LLC | 0.01% | New | 41,043 | $850K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.3% | 39,649 | $821K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.9% | 35,482 | $734K |
| Independence Bank of Kentucky | 0.08% | Add +145.6% | 29,148 | $603K |
| Jane Street Group, LLC | 0.00% | New | 27,827 | $576K |
| Wilkins Miller Wealth Management, LLC | 0.34% | Add +16.3% | 26,904 | $557K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 23,730 | $491K |
| Stifel Financial Corp. | 0.00% | Add +0.0% | 22,890 | $474K |
| Captrust Financial Advisors | 0.00% | Add +3.3% | 21,545 | $446K |
| Avior Wealth Management, LLC | 0.01% | New | 19,951 | $413K |
| Hobbs Group Advisors, LLC | 0.12% | Add +1.1% | 19,892 | $412K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +57.0% | 19,874 | $411K |
| Opulen Financial Group LLC | 0.28% | Add +16.9% | 19,495 | $404K |
| Davis R M Inc. | 0.01% | Add +37.0% | 18,878 | $391K |
| Paradigm, Strategies in Wealth Management, LLC | 0.26% | Add +14.1% | 18,606 | $385K |
| Allen Capital Group, LLC | 0.03% | Add +11.2% | 16,793 | $348K |
| YANKCOM Partnership | 0.14% | Add +13.0% | 16,469 | $341K |
| Legacy Wealth Partners, LLC | 0.08% | Reduce -2.4% | 16,304 | $337K |
| Global Wealth Strategies & Associates | 0.07% | Reduce -9.2% | 14,276 | $295K |
| Jacobi Capital Management LLC | 0.02% | Add +3.1% | 14,265 | $295K |
| Redmond Asset Management, LLC | 0.07% | Add +38.1% | 13,270 | $275K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -38.9% | 12,831 | $267K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +6.2% | 11,871 | $246K |
| ETF Store, Inc. | 0.23% | Add +6.0% | 11,292 | $234K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -11.1% | 11,090 | $230K |
| &partners | 0.00% | Add +8.7% | 10,844 | $224K |
| First Command Advisory Services, Inc. | 0.00% | Add +2.1% | 10,299 | $213K |
| Waverly Advisors, LLC | 0.00% | New | 9,845 | $204K |
| Davis Capital Management | 0.09% | Add +6.1% | 6,316 | $131K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 4,774 | $99K |
| Marquette Asset Management, LLC | 0.01% | No change | 4,668 | $97K |
| Advisory Services Network, LLC | 0.00% | New | 2,221 | $46K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 1,335 | $28K |
| Intentional Wealth Strategies, LLC | 0.03% | — | 1,329 | $28K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -63.1% | 1,248 | $26K |
| Private Trust Co. NA | 0.00% | No change | 1,178 | $24K |
| Smithfield Trust Co | 0.00% | No change | 1,031 | $21K |
| International Assets Investment Management, LLC | 0.00% | No change | 657 | $14K |
| Fifth Third Bancorp | 0.00% | New | 445 | $9K |
| Key Financial Inc | 0.00% | New | 100 | $2K |
"% of holder's portfolio" is BSCY's weight in each manager's 13F, not the share of Invesco Bulletshares 2034 CB the manager owns.