Invesco Bulletshares 2035 CBBSCZETF
13F holders, Q3 2025 (September 30)17holders +16
15new positions
0sold out
1famous investor
$20.80avg. 13F price*
At the end of Q3 2025, 17 institutions reported holding Invesco Bulletshares 2035 CB (BSCZ) in their 13F filings, up 16 from Q2 2025. 15 opened new positions and 0 sold out. The largest holders were Carolina Wealth Advisors, LLC ($6.2M), Jane Street Group, LLC ($1.6M) and Citadel Advisors ($1.4M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $9.0M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 713,493 shares bought, net +713,493 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Carolina Wealth Advisors, LLC | 2.67% | Add +1858.9% | 297,044 | $6.2M |
| Jane Street Group, LLC | 0.00% | New | 76,761 | $1.6M |
| Citadel Advisors | 0.00% | New | 67,788 | $1.4M |
| Raymond James Financial Inc. | 0.00% | New | 51,122 | $1.1M |
| Clark Asset Management, LLC | 0.12% | New | 49,508 | $1.0M |
| Gill Capital Partners, LLC | 0.31% | New | 49,148 | $1.0M |
| Stephens Inc. | 0.01% | New | 31,610 | $658K |
| Novare Capital Management LLC | 0.04% | New | 25,721 | $535K |
| Infinity Wealth Counsel, LLC | 0.39% | New | 19,200 | $399K |
| Hobbs Group Advisors, LLC | 0.12% | New | 19,082 | $397K |
| Butensky & Cohen Financial Security, Inc. | 0.10% | New | 16,518 | $344K |
| Cetera Investment Advisers | 0.00% | New | 11,270 | $234K |
| Royal Bank of Canada | 0.00% | New | 8,025 | $167K |
| YANKCOM Partnership | 0.05% | New | 5,044 | $105K |
| Davis Capital Management | 0.03% | — | 2,187 | $45K |
| Marquette Asset Management, LLC | 0.00% | New | 719 | $15K |
| MAI Capital Management | 0.00% | New | 97 | $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.