Invesco Bulletshares 2035 CBBSCZETF
13F holders, Q1 2026 (March 31)63holders +15
18new positions
3sold out
1famous investor
$20.52avg. 13F price*
At the end of Q1 2026, 63 institutions reported holding Invesco Bulletshares 2035 CB (BSCZ) in their 13F filings, up 15 from Q4 2025. 18 opened new positions and 3 sold out. The largest holders were Raymond James Financial Inc. ($40.5M), Invesco Ltd. ($18.3M) and Cookson Peirce & Co. Inc. ($11.0M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $10.7M |
| Exits | 3 | $8.8M |
All 13F filers, Q4 2025 → Q1 2026: 3,430,149 shares bought and 567,056 shares sold, net +2,863,093 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Raymond James Financial Inc. | 0.01% | Add +1881.8% | 1,971,715 | $40.5M |
| Invesco Ltd. | 0.00% | Add +7.5% | 891,218 | $18.3M |
| Cookson Peirce & Co. Inc. | 0.47% | Reduce -0.2% | 536,065 | $11.0M |
| LPL Financial LLC | 0.00% | Add +200.0% | 381,734 | $7.8M |
| Carolina Wealth Advisors, LLC | 2.46% | Reduce -2.1% | 287,691 | $5.9M |
| Gill Capital Partners, LLC | 1.17% | Add +30.3% | 198,853 | $4.1M |
| Stephens Inc. | 0.04% | Add +139.5% | 165,848 | $3.4M |
| Citadel Advisors | 0.00% | New | 153,760 | $3.2M |
| Carroll Advisory Group, LLC | 1.17% | Add +110.2% | 146,646 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +1.1% | 142,737 | $2.9M |
| Clark Asset Management, LLC | 0.27% | Add +36.1% | 138,342 | $2.8M |
| Atria Investments, Inc | 0.03% | Reduce -2.8% | 135,376 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | New | 131,187 | $2.7M |
| BCS Wealth Management | 0.51% | Reduce -47.4% | 121,711 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +31.3% | 119,591 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +47.8% | 115,342 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +61.1% | 115,057 | $2.4M |
| Jane Street Group, LLC | 0.00% | Add +108.2% | 110,372 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.9% | 101,947 | $2.1M |
| Morgan Stanley | 0.00% | Add +8313.7% | 92,719 | $1.9M |
| Ellevest, Inc. | 0.26% | Add +0.4% | 89,668 | $1.8M |
| Infinity Wealth Counsel, LLC | 1.46% | Add +4.0% | 77,370 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +25.5% | 75,780 | $1.6M |
| Moneco Advisors, LLC | 0.11% | Add +113.5% | 70,144 | $1.4M |
| Butensky & Cohen Financial Security, Inc. | 0.37% | Add +9.5% | 68,233 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +165.0% | 62,897 | $1.3M |
| Bank of America Corp. | 0.00% | New | 59,970 | $1.2M |
| Golden Reserve Retirement LLC | 0.22% | Add +136.0% | 51,585 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -9.5% | 45,341 | $930K |
| River Wealth Advisors LLC | 0.10% | Add +328.4% | 41,888 | $860K |
| Farther Finance Advisors, LLC | 0.01% | New | 41,416 | $850K |
| Novare Capital Management LLC | 0.07% | Add +20.7% | 40,084 | $823K |
| CFG Wealth Management Services, Inc. | 0.73% | Add +35.2% | 37,440 | $768K |
| Ledgewood Wealth Advisors, LLC | 0.43% | Add +23.5% | 37,206 | $763K |
| HUB Investment Partners, LLC | 0.02% | Add +13.0% | 37,010 | $759K |
| HighTower Advisors, LLC | 0.00% | Add +4.2% | 35,421 | $727K |
| Opulen Financial Group LLC | 0.39% | New | 26,974 | $554K |
| Hobbs Group Advisors, LLC | 0.12% | Add +1.0% | 19,476 | $400K |
| Goldman Sachs Group Inc. | 0.00% | New | 17,885 | $367K |
| Stifel Financial Corp. | 0.00% | Add +5.5% | 17,746 | $364K |
| Independence Bank of Kentucky | 0.05% | New | 17,545 | $360K |
| Davis R M Inc. | 0.01% | Add +15.8% | 16,874 | $346K |
| Legacy Wealth Partners, LLC | 0.08% | Add +2.1% | 16,285 | $334K |
| Commonwealth Equity Services, LLC | 0.00% | New | 16,116 | $331K |
| YANKCOM Partnership | 0.11% | Add +3.7% | 13,410 | $275K |
| International Assets Investment Management, LLC | 0.02% | Add +10.3% | 13,234 | $272K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | Add +26.0% | 11,602 | $238K |
| Sawgrass Asset Management LLC | 0.04% | No change | 11,600 | $238K |
| Redmond Asset Management, LLC | 0.06% | New | 11,261 | $231K |
| UBS Group AG | 0.00% | New | 10,515 | $216K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 9,543 | $196K |
| Asset Dedication, LLC | 0.01% | New | 8,731 | $179K |
| NorthAvenue LLC | 0.13% | New | 7,939 | $163K |
| MAI Capital Management | 0.00% | Add +10.8% | 6,777 | $139K |
| Davis Capital Management | 0.09% | Add +60.0% | 6,769 | $139K |
| Marquette Asset Management, LLC | 0.01% | Add +8.7% | 4,735 | $97K |
| Addison Advisors LLC | 0.01% | New | 2,881 | $59K |
| Capital Analysts, LLC | 0.00% | New | 2,643 | $54K |
| Advisory Services Network, LLC | 0.00% | New | 2,076 | $43K |
| Global Wealth Strategies & Associates | 0.01% | Add +9.4% | 1,460 | $30K |
| Smithfield Trust Co | 0.00% | No change | 1,017 | $21K |
| Fifth Third Bancorp | 0.00% | New | 450 | $9K |
| Key Financial Inc | 0.00% | New | 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.