Invesco Bulletshares 2035 CBBSCZETF
13F holders, Q2 2026 (June 30)71holders +8
14new positions
6sold out
1famous investor
$20.47avg. 13F price*
At the end of Q2 2026, 71 institutions reported holding Invesco Bulletshares 2035 CB (BSCZ) in their 13F filings, up 8 from Q1 2026. 14 opened new positions and 6 sold out. The largest holders were Raymond James Financial Inc. ($42.8M), Invesco Ltd. ($19.3M) and Cookson Peirce & Co. Inc. ($11.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bulletshares 2035 CB
- CUSIP
- 46139W759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $10.2M |
| Exits | 6 | $5.6M |
All 13F filers, Q1 2026 → Q2 2026: 1,616,291 shares bought and 453,941 shares sold, net +1,162,350 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Raymond James Financial Inc. | 0.01% | Add +6.0% | 2,089,056 | $42.8M |
| Invesco Ltd. | 0.00% | Add +5.6% | 941,439 | $19.3M |
| Cookson Peirce & Co. Inc. | 0.37% | Add +1.2% | 542,689 | $11.1M |
| LPL Financial LLC | 0.00% | Add +32.6% | 506,383 | $10.4M |
| Carolina Wealth Advisors, LLC | 2.35% | Add +1.8% | 292,847 | $6.0M |
| Gill Capital Partners, LLC | 1.33% | Add +23.1% | 244,837 | $5.0M |
| Jones Financial Companies LLLP | 0.00% | Add +68.8% | 221,385 | $4.5M |
| Clark Asset Management, LLC | 0.34% | Add +53.2% | 211,938 | $4.3M |
| Stephens Inc. | 0.04% | Add +14.5% | 189,835 | $3.9M |
| Osaic Holdings, Inc. | 0.00% | Add +182.4% | 177,600 | $3.6M |
| Carroll Advisory Group, LLC | 1.08% | Add +9.6% | 160,756 | $3.3M |
| Equitable Holdings, Inc. | 0.02% | Add +39.3% | 160,610 | $3.3M |
| Morgan Stanley | 0.00% | Add +67.5% | 155,274 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.5% | 145,565 | $3.0M |
| Savvy Advisors, Inc. | 0.06% | New | 136,922 | $2.8M |
| BCS Wealth Management | 0.50% | Add +10.8% | 134,922 | $2.8M |
| Royal Bank of Canada | 0.00% | Add +11.6% | 133,501 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -13.5% | 132,956 | $2.7M |
| LeClair Wealth Partners LLC | 1.27% | New | 120,082 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +50.8% | 114,293 | $2.3M |
| Infinity Wealth Counsel, LLC | 1.55% | Add +21.0% | 93,610 | $1.9M |
| Ellevest, Inc. | 0.23% | Add +4.1% | 93,307 | $1.9M |
| Bank of America Corp. | 0.00% | Add +44.7% | 86,770 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 81,911 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.5% | 77,986 | $1.6M |
| Butensky & Cohen Financial Security, Inc. | 0.38% | Add +8.9% | 74,316 | $1.5M |
| Golden Reserve Retirement LLC | 0.23% | Add +37.4% | 70,864 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +44.8% | 65,662 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -47.1% | 58,373 | $1.2M |
| Novare Capital Management LLC | 0.08% | Add +39.3% | 55,821 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -60.8% | 53,015 | $1.1M |
| Lido Advisors, LLC | 0.00% | New | 48,621 | $995K |
| HighTower Advisors, LLC | 0.00% | Add +37.1% | 48,559 | $994K |
| HUB Investment Partners, LLC | 0.02% | Add +22.9% | 45,470 | $931K |
| Farther Finance Advisors, LLC | 0.01% | Add +2.2% | 42,340 | $867K |
| River Wealth Advisors LLC | 0.09% | Add +0.3% | 42,010 | $860K |
| CFG Wealth Management Services, Inc. | 0.75% | No change | 37,440 | $768K |
| Asset Dedication, LLC | 0.05% | Add +320.6% | 36,721 | $752K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 33,491 | $686K |
| Opulen Financial Group LLC | 0.41% | Add +17.9% | 31,810 | $651K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 31,739 | $650K |
| Davis R M Inc. | 0.01% | Add +79.3% | 30,261 | $619K |
| Independence Bank of Kentucky | 0.07% | Add +65.4% | 29,023 | $594K |
| NorthAvenue LLC | 0.42% | Add +263.9% | 28,890 | $591K |
| Rockefeller Capital Management L.P. | 0.00% | New | 25,000 | $512K |
| Hobbs Group Advisors, LLC | 0.11% | Add +1.3% | 19,721 | $404K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.4% | 18,283 | $374K |
| Stifel Financial Corp. | 0.00% | Add +1.9% | 18,084 | $370K |
| Addison Advisors LLC | 0.16% | Add +466.3% | 16,316 | $334K |
| YANKCOM Partnership | 0.12% | Add +19.9% | 16,076 | $329K |
| Redmond Asset Management, LLC | 0.08% | Add +34.1% | 15,104 | $309K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +39.9% | 13,354 | $273K |
| UBS Group AG | 0.00% | Add +26.8% | 13,336 | $273K |
| International Assets Investment Management, LLC | 0.02% | No change | 13,234 | $271K |
| Legacy Wealth Partners, LLC | 0.06% | Reduce -20.3% | 12,977 | $266K |
| Sawgrass Asset Management LLC | 0.03% | Add +7.8% | 12,500 | $256K |
| MAI Capital Management | 0.00% | Add +78.1% | 12,068 | $247K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | No change | 11,602 | $237K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 11,286 | $231K |
| Davis Capital Management | 0.11% | Add +35.1% | 9,147 | $187K |
| Wells Fargo & Company | 0.00% | New | 5,874 | $120K |
| Marquette Asset Management, LLC | 0.01% | No change | 4,735 | $97K |
| Capital Analysts, LLC | 0.00% | No change | 2,643 | $54K |
| IMA Advisory Services, Inc. | 0.00% | New | 1,500 | $31K |
| Private Trust Co. NA | 0.00% | New | 1,063 | $22K |
| Smithfield Trust Co | 0.00% | No change | 1,017 | $21K |
| Atlantic Union Bankshares Corp | 0.00% | New | 502 | $10K |
| Fifth Third Bancorp | 0.00% | No change | 450 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 255 | $5K |
| FMR LLC | 0.00% | New | 231 | $5K |
| Key Financial Inc | 0.00% | No change | 100 | $2K |
"% of holder's portfolio" is BSCZ's weight in each manager's 13F, not the share of Invesco Bulletshares 2035 CB the manager owns.