Invesco Bulletshares 2035 CBBSCZETF
13F holders, Q4 2025 (December 31)48holders +31
29new positions
1sold out
$20.81avg. 13F price*
At the end of Q4 2025, 48 institutions reported holding Invesco Bulletshares 2035 CB (BSCZ) in their 13F filings, up 31 from Q3 2025. 29 opened new positions and 1 sold out. The largest holders were Invesco Ltd. ($17.3M), Cookson Peirce & Co. Inc. ($11.2M) and Carolina Wealth Advisors, LLC ($6.1M).
- Company
- Invesco Bulletshares 2035 CB
- CUSIP
- 46139W759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $64.3M |
| Exits | 1 | $1.4M |
All 13F filers, Q3 2025 → Q4 2025: 3,592,459 shares bought and 94,819 shares sold, net +3,497,640 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Invesco Ltd. | 0.00% | New | 828,971 | $17.3M |
| Cookson Peirce & Co. Inc. | 0.46% | New | 537,257 | $11.2M |
| Carolina Wealth Advisors, LLC | 2.73% | Reduce -1.1% | 293,764 | $6.1M |
| JPMorgan Chase & Co. | 0.00% | New | 241,435 | $5.0M |
| BCS Wealth Management | 0.49% | New | 231,368 | $4.8M |
| Gill Capital Partners, LLC | 0.96% | Add +210.6% | 152,657 | $3.2M |
| Sanctuary Advisors, LLC | 0.02% | New | 141,206 | $2.9M |
| Atria Investments, Inc | 0.03% | New | 139,256 | $2.9M |
| LPL Financial LLC | 0.00% | New | 127,253 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | New | 121,203 | $2.5M |
| LeClair Wealth Partners LLC | 1.36% | New | 112,532 | $2.3M |
| Clark Asset Management, LLC | 0.22% | Add +105.2% | 101,610 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Add +94.6% | 99,493 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +1035.2% | 91,103 | $1.9M |
| Ellevest, Inc. | 0.26% | New | 89,327 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | New | 78,017 | $1.6M |
| Infinity Wealth Counsel, LLC | 1.41% | Add +287.6% | 74,420 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | New | 71,406 | $1.5M |
| Carroll Advisory Group, LLC | 0.63% | — | 69,781 | $1.5M |
| Stephens Inc. | 0.02% | Add +119.1% | 69,245 | $1.4M |
| Flow Traders U.S. LLC | 0.05% | New | 68,288 | $1.4M |
| Butensky & Cohen Financial Security, Inc. | 0.35% | Add +277.2% | 62,299 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +436.0% | 60,403 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -30.9% | 53,010 | $1.1M |
| MML Investors Services, LLC | 0.00% | New | 50,084 | $1.0M |
| HighTower Advisors, LLC | 0.00% | New | 33,995 | $707K |
| Novare Capital Management LLC | 0.05% | Add +29.1% | 33,209 | $691K |
| Moneco Advisors, LLC | 0.05% | New | 32,848 | $684K |
| HUB Investment Partners, LLC | 0.02% | New | 32,745 | $681K |
| Ledgewood Wealth Advisors, LLC | 0.36% | New | 30,137 | $627K |
| CFG Wealth Management Services, Inc. | 0.54% | — | 27,700 | $576K |
| Osaic Holdings, Inc. | 0.00% | New | 23,735 | $494K |
| Golden Reserve Retirement LLC | 0.08% | New | 21,862 | $455K |
| Hobbs Group Advisors, LLC | 0.12% | Add +1.0% | 19,277 | $401K |
| Stifel Financial Corp. | 0.00% | New | 16,823 | $350K |
| Legacy Wealth Partners, LLC | 0.09% | — | 15,950 | $332K |
| Davis R M Inc. | 0.01% | New | 14,566 | $303K |
| YANKCOM Partnership | 0.11% | Add +156.4% | 12,934 | $269K |
| International Assets Investment Management, LLC | 0.02% | New | 12,004 | $250K |
| Sawgrass Asset Management LLC | 0.03% | New | 11,600 | $241K |
| River Wealth Advisors LLC | 0.02% | New | 9,778 | $203K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | New | 9,207 | $192K |
| MAI Capital Management | 0.00% | Add +6207.2% | 6,118 | $127K |
| Marquette Asset Management, LLC | 0.01% | Add +505.7% | 4,355 | $91K |
| Davis Capital Management | 0.06% | Add +93.4% | 4,230 | $88K |
| Global Wealth Strategies & Associates | 0.01% | New | 1,335 | $28K |
| Morgan Stanley | 0.00% | New | 1,102 | $23K |
| Smithfield Trust Co | 0.00% | New | 1,017 | $21K |
"% of holder's portfolio" is BSCZ's weight in each manager's 13F, not the share of Invesco Bulletshares 2035 CB the manager owns.