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Invesco Bulletshares 2031 CB (BSCV)

CUSIP: 46138J429 | NYSE | 314 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Avior Wealth Management, LLC2,596,398
1.1% of portfolio›$40.9M
Hengehold Capital Management LLC2,460,907
3.0% of portfolio›$38.8M
Clark Asset Management, LLC1,379,428
1.6% of portfolio›$21.8M
Capital Investment Counsel, LLC1,351,959
2.6% of portfolio›$21.3M
GPM Growth Investors, Inc.989,948
6.6% of portfolio›$15.6M
Kirr Marbach & Co LLC722,997
2.2% of portfolio›$11.4M
Cookson Peirce & Co Inc693,886
0.4% of portfolio›$10.9M
Central Valley Advisors, LLC688,233
2.9% of portfolio›$10.9M
Lido Advisors, LLC632,832
0.0% of portfolio›$10.0M
Kestra Advisory Services, LLC624,333
0.0% of portfolio›$9.8M
Asset Dedication, LLC595,792
0.6% of portfolio›$9.4M
Cornerstone Planning, LLC592,216
2.0% of portfolio›$9.6M
HUB Investment Partners, LLC544,448
0.1% of portfolio›$8.6M
Marietta Wealth Management, LLC488,127
0.8% of portfolio›$7.7M
Truist Financial Corp430,443
0.0% of portfolio›$6.8M
Red Spruce Capital, LLC422,131
2.4% of portfolio›$6.7M
Decker Wealth Management LLC397,147
1.3% of portfolio›$6.3M
Waycross Investment Management Co379,169
4.8% of portfolio›$6.0M
Carroll Advisory Group, LLC352,723
1.8% of portfolio›$5.6M
BCS Wealth Management326,258
0.9% of portfolio›$5.1M
NorthAvenue LLC318,740
3.5% of portfolio›$5.0M
Carmel Capital Partners, LLC313,667
1.8% of portfolio›$4.9M
Straight Path Wealth Management298,604
1.0% of portfolio›$4.7M
Ledgewood Wealth Advisors, LLC253,449
2.2% of portfolio›$4.0M
Carnegie Investment Counsel246,697
0.1% of portfolio›$3.9M
SFE Investment Counsel240,936
0.5% of portfolio›$3.8M
Advisory Solutions Group, LLC239,960
0.8% of portfolio›$3.8M
MGO One Seven LLC234,311
0.1% of portfolio›$3.7M
Horizons Wealth Management230,415
2.3% of portfolio›$3.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management221,585
0.0% of portfolio›$3.5M
AA Financial Advisors, LLC221,230
0.4% of portfolio›$3.5M
Apollon Wealth Management, LLC214,043
0.0% of portfolio›$3.4M
Opulen Financial Group LLC208,254
2.0% of portfolio›$3.3M
Infinity Wealth Counsel, LLC205,286
2.6% of portfolio›$3.2M
Farnam Financial LLC198,917
2.3% of portfolio›$3.2M
Wilkins Miller Wealth Management, LLC182,340
1.6% of portfolio›$2.9M
Fourpath Capital Management, LLC181,825
0.4% of portfolio›$2.9M
Cambridge Investment Research Advisors, Inc.171,952
0.0% of portfolio›$2.7M
Oliver Luxxe Assets LLC150,500
0.4% of portfolio›$2.4M
Commonwealth Equity Services, LLC145,769
0.0% of portfolio›$2.3M
Butensky & Cohen Financial Security, Inc105,285
0.4% of portfolio›$1.7M
Independence Bank of Kentucky101,486
0.2% of portfolio›$1.6M
Sawgrass Asset Management LLC99,839
0.2% of portfolio›$1.6M
G2 Capital Management, LLC / OH91,318
0.3% of portfolio›$1.4M
Golden Reserve Retirement LLC88,768
0.2% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC84,875
0.0% of portfolio›$1.3M
Parallel Advisors, LLC84,561
0.0% of portfolio›$1.3M
Sigma Investment Counselors Inc78,890
0.1% of portfolio›$1.2M
Redmond Asset Management, LLC69,078
0.3% of portfolio›$1.1M
Continuum Wealth Advisors, LLC66,304
0.3% of portfolio›$1.0M
Prospera Financial Services Inc66,295
0.0% of portfolio›$1.1M
Kestra Private Wealth Services, LLC65,374
0.0% of portfolio›$1.0M
VestGen Advisors, LLC59,682
0.0% of portfolio›$941.2K
Legacy Wealth Management, LLC / MS57,537
0.3% of portfolio›$907.4K
Concurrent Investment Advisors, LLC55,124
0.0% of portfolio›$869.3K
Farther Finance Advisors, LLC49,475
0.0% of portfolio›$780.2K
Apella Capital, LLC49,020
0.0% of portfolio›$777.0K
Kohmann Bosshard Financial Services, LLC48,976
0.1% of portfolio›$772.3K
Aprio Wealth Management, LLC45,803
0.0% of portfolio›$722.3K
Whitener Capital Management, Inc.44,529
0.1% of portfolio›$702.2K
SAX Wealth Advisors, LLC42,077
0.0% of portfolio›$663.6K
Allen Capital Group, LLC41,451
0.1% of portfolio›$653.7K
Wealth Quarterback LLC41,243
0.2% of portfolio›$650.4K
Silverlake Wealth Management LLC35,151
0.1% of portfolio›$554.3K
Ironwood Financial, llc33,830
0.1% of portfolio›$533.5K
XY Planning Network, Inc.32,504
0.1% of portfolio›$512.6K
Redhawk Wealth Advisors, Inc.30,522
0.0% of portfolio›$481.3K
Capital Investment Advisory Services, LLC29,000
0.0% of portfolio›$457.3K
Quartz Partners, LLC27,942
0.1% of portfolio›$440.6K
Redwood Financial Network Corp27,764
0.2% of portfolio›$437.8K
Jm2 Capital Inc.24,898
0.3% of portfolio›$392.6K
Livet Wealth, LLC21,532
0.2% of portfolio›$339.6K
ETF Store, Inc.21,351
0.3% of portfolio›$336.7K
Segment Wealth Management, LLC21,140
0.0% of portfolio›$333.4K
Capital Investment Advisors, LLC21,036
0.0% of portfolio›$331.7K
Mission Wealth Management, LP20,641
0.0% of portfolio›$325.5K
Howard Wealth Management, LLC20,510
0.1% of portfolio›$323.4K
Krilogy Financial LLC19,906
0.0% of portfolio›$315.8K
Axxcess Wealth Management, LLC18,832
0.0% of portfolio›$297.0K
Milestones Private Investment Advisors LLC18,252
0.2% of portfolio›$287.8K
Wingate Wealth Advisors, Inc.18,235
0.1% of portfolio›$287.6K
Legacy Wealth Partners, LLC18,128
0.1% of portfolio›$285.9K
Yankcom Partnership17,733
0.1% of portfolio›$279.7K
Pinnacle Bancorp, Inc.17,634
0.1% of portfolio›$278.1K
Schear Investment Advisers, LLC17,341
0.0% of portfolio›$273.5K
Tempo Wealth, LLC17,341
0.0% of portfolio›$273.5K
Bill Few Associates, Inc.16,600
0.1% of portfolio›$261.8K
Somerset Trust Co15,850
0.1% of portfolio›$250.0K
Sensible Money, LLC15,607
0.1% of portfolio›$246.1K
Cherry Tree Wealth Management, LLC15,366
0.0% of portfolio›$242.3K
Dynamic Advisor Solutions LLC15,038
0.0% of portfolio›$237.1K
CRA Financial Services, LLC13,575
0.0% of portfolio›$214.1K
Accurate Wealth Management, LLC13,282
0.0% of portfolio›$210.6K
Koshinski Asset Management, Inc.12,903
0.0% of portfolio›$203.5K
Yoder Wealth Management, Inc.12,600
0.1% of portfolio›$198.7K
Gill Capital Partners, LLC12,035
0.1% of portfolio›$189.8K
Laurel Wealth Advisors LLC11,805
0.0% of portfolio›$186.2K
Insight Wealth Partners, LLC11,617
0.0% of portfolio›$183.2K
Berman McAleer LLC11,595
0.0% of portfolio›$182.9K
Mindset Wealth Management, LLC11,370
0.0% of portfolio›$179.3K
Wealthcare Advisory Partners LLC11,259
0.0% of portfolio›$177.6K
Sowell Financial Services LLC10,860
0.0% of portfolio›$171.3K
Key FInancial Inc10,599
0.0% of portfolio›$167.1K
Sentinel Pension Advisors, LLC10,570
0.0% of portfolio›$166.7K
RVW Wealth, LLC10,220
0.0% of portfolio›$161.2K
Montag A & Associates Inc9,254
0.0% of portfolio›$145.9K
IFP Advisors, Inc6,240
0.0% of portfolio›$98.4K
Marquette Asset Management, LLC5,626
0.0% of portfolio›$88.7K
Wilmington Savings Fund Society, FSB5,000
0.0% of portfolio›$78.9K
Sarver Vrooman Wealth Advisors4,498
0.0% of portfolio›$70.9K
Private Trust Co NA4,368
0.0% of portfolio›$68.9K
SJS Investment Consulting Inc.4,007
0.0% of portfolio›$63.2K
Ashton Thomas Private Wealth, LLC3,907
0.0% of portfolio›$61.6K
Davis Capital Management3,609
0.0% of portfolio›$56.9K
Eastern Bank2,016
0.0% of portfolio›$31.8K
City State Bank1,343
0.0% of portfolio›$21.2K
Financial Consulate, Inc1,177
0.0% of portfolio›$18.6K
RHL Group, LLC841
0.0% of portfolio›$13.3K
Signature Equity Partners, LLC779
0.0% of portfolio›$12.3K
Golden State Wealth Management, LLC104
0.0% of portfolio›$1.6K
Caldwell Trust Co62
0.0% of portfolio›$978
StyleTurnoverLocationFiled
Avior Wealth Management, LLC
2,596,398$40.9M1.1%ETFMediumOmaha, NE2026-10-13
Hengehold Capital Management LLC
2,460,907$38.8M3.0%ETFLowCincinnati, OH2026-10-16
Clark Asset Management, LLC
1,379,428$21.8M1.6%ETFVery LowStratham, NH2026-10-19
Capital Investment Counsel, LLC
1,351,959$21.3M2.6%CoreLowDenver, CO2026-10-14
GPM Growth Investors, Inc.
989,948$15.6M6.6%GrowthLowBloomfield Hills, MI2026-10-30
Kirr Marbach & Co LLC
722,997$11.4M2.2%GARPLowColumbus, IN2026-10-20
Cookson Peirce & Co Inc
693,886$10.9M0.4%GrowthHighPittsburgh, PA2026-10-30
Central Valley Advisors, LLC
688,233$10.9M2.9%CoreLowSacramento, CA2026-10-27
Lido Advisors, LLC
632,832$10.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Kestra Advisory Services, LLC
624,333$9.8M0.0%CoreLowAustin, TX2026-11-02
Asset Dedication, LLC
595,792$9.4M0.6%ETFLowSan Francisco, CA2026-11-03
Cornerstone Planning, LLC
592,216$9.6M2.0%CoreMediumCharlotte, NC2026-10-27
HUB Investment Partners, LLC
544,448$8.6M0.1%GrowthLowAustin, TX2026-11-03
Marietta Wealth Management, LLC
488,127$7.7M0.8%GrowthLowMarietta, GA2026-10-22
Truist Financial Corp
430,443$6.8M0.0%CoreLowCharlotte, NC2026-10-30
Red Spruce Capital, LLC
422,131$6.7M2.4%GrowthMediumBerwyn, PA2026-10-07
Decker Wealth Management LLC
397,147$6.3M1.3%MomentumLowNashville, TN2026-10-09
Waycross Investment Management Co
379,169$6.0M4.8%ETFLowBellingham, WA2026-10-14
Carroll Advisory Group, LLC
352,723$5.6M1.8%ETFVery LowTexarkana, TX2026-10-16
BCS Wealth Management
326,258$5.1M0.9%ETFVery LowJohnson City, TN2026-11-03
NorthAvenue LLC
318,740$5.0M3.5%ETFVery LowColumbus, OH2026-10-29
Carmel Capital Partners, LLC
313,667$4.9M1.8%ValueMediumSan Diego, CA2026-11-03
Straight Path Wealth Management
298,604$4.7M1.0%ETFLowJenison, MI2026-10-23
Ledgewood Wealth Advisors, LLC
253,449$4.0M2.2%ETFLowExeter, NH2026-10-09
Carnegie Investment Counsel
246,697$3.9M0.1%CoreLowPepper Pike, OH2026-10-20
SFE Investment Counsel
240,936$3.8M0.5%CoreLowLos Angeles, CA2026-10-29
Advisory Solutions Group, LLC
239,960$3.8M0.8%ETFN/APlymouth, MN2026-10-14
MGO One Seven LLC
234,311$3.7M0.1%GrowthLowBeachwood, OH2026-10-28
Horizons Wealth Management
230,415$3.6M2.3%ETFLowAsheville, NC2026-10-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
221,585$3.5M0.0%GrowthVery LowSeattle, WA2026-10-27
AA Financial Advisors, LLC
221,230$3.5M0.4%ETFMediumColumbus, OH2026-10-19
Apollon Wealth Management, LLC
214,043$3.4M0.0%GrowthLowMount Pleasant, SC2026-10-23
Opulen Financial Group LLC
208,254$3.3M2.0%ETFVery LowArlington, VA2026-10-22
Infinity Wealth Counsel, LLC
205,286$3.2M2.6%ETFVery LowLoveland, OH2026-10-15
Farnam Financial LLC
198,917$3.2M2.3%ETFLowPhoenix, AZ2026-10-21
Wilkins Miller Wealth Management, LLC
182,340$2.9M1.6%ETFVery LowMobile, AL2026-10-13
Fourpath Capital Management, LLC
181,825$2.9M0.4%CoreMediumOklahoma City, OK2026-10-19
Cambridge Investment Research Advisors, Inc.
171,952$2.7M0.0%ETFLowFairfield, IA2026-11-02
Oliver Luxxe Assets LLC
150,500$2.4M0.4%ValueMediumGladstone, NJ2026-10-14
Commonwealth Equity Services, LLC
145,769$2.3M0.0%ETFLowWaltham, MA2026-11-02
Butensky & Cohen Financial Security, Inc
105,285$1.7M0.4%ValueLowPonte Vedra Beach, FL2026-10-13
Independence Bank of Kentucky
101,486$1.6M0.2%GrowthLowOwensboro, KY2026-10-26
Sawgrass Asset Management LLC
99,839$1.6M0.2%GrowthMediumPonte Vedra Beach, FL2026-11-03
G2 Capital Management, LLC / OH
91,318$1.4M0.3%ETFVery LowColumbus, OH2026-10-23
Golden Reserve Retirement LLC
88,768$1.4M0.2%ETFVery LowDublin, OH2026-11-02
Wealth Enhancement Advisory Services, LLC
84,875$1.3M0.0%CoreLowPlymouth, MN2026-10-13
Parallel Advisors, LLC
84,561$1.3M0.0%IndexLowSan Francisco, CA2026-11-03
Sigma Investment Counselors Inc
78,890$1.2M0.1%ETFLowNorthville, MI2026-10-27
Redmond Asset Management, LLC
69,078$1.1M0.3%CoreLowHenrico, VA2026-10-27
Continuum Wealth Advisors, LLC
66,304$1.0M0.3%ETFMediumSaratoga Springs, NY2026-10-20
Prospera Financial Services Inc
66,295$1.1M0.0%CoreMediumDallas, TX2026-11-04
Kestra Private Wealth Services, LLC
65,374$1.0M0.0%GrowthLowAustin, TX2026-10-30
VestGen Advisors, LLC
59,682$941.2K0.0%GrowthMediumChicago, IL2026-10-27
Legacy Wealth Management, LLC / MS
57,537$907.4K0.3%GrowthLowRidgeland, MS2026-10-30
Concurrent Investment Advisors, LLC
55,124$869.3K0.0%GrowthMediumTampa, FL2026-10-16
Farther Finance Advisors, LLC
49,475$780.2K0.0%IndexLowSan Francisco, CA2026-10-08
Apella Capital, LLC
49,020$777.0K0.0%ETFVery LowWest Hartford, CT2026-10-08
Kohmann Bosshard Financial Services, LLC
48,976$772.3K0.1%ETFLowFairlawn, OH2026-11-04
Aprio Wealth Management, LLC
45,803$722.3K0.0%ETFMediumAtlanta, GA2026-10-28
Whitener Capital Management, Inc.
44,529$702.2K0.1%CoreVery LowRocky Mount, NC2026-10-15
SAX Wealth Advisors, LLC
42,077$663.6K0.0%ETFVery LowParsippany, NJ2026-10-13
Allen Capital Group, LLC
41,451$653.7K0.1%CoreLowGrand Island, NE2026-10-27
Wealth Quarterback LLC
41,243$650.4K0.2%ETFMediumToms River, NJ2026-10-20
Silverlake Wealth Management LLC
35,151$554.3K0.1%ETFLowWilliston, VT2026-10-21
Ironwood Financial, llc
33,830$533.5K0.1%ETFLowTucson, AZ2026-10-20
XY Planning Network, Inc.
32,504$512.6K0.1%ETFLowBozeman, MT2026-10-14
Redhawk Wealth Advisors, Inc.
30,522$481.3K0.0%ETFHighMinneapolis, MN2026-10-14
Capital Investment Advisory Services, LLC
29,000$457.3K0.0%CoreMediumRaleigh, NC2026-10-30
Quartz Partners, LLC
27,942$440.6K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Redwood Financial Network Corp
27,764$437.8K0.2%ETFLowSolon, OH2026-11-03
Jm2 Capital Inc.
24,898$392.6K0.3%GrowthVery LowEdmond, OK2026-10-14
Livet Wealth, LLC
21,532$339.6K0.2%ETFLowSpanish Fork, UT2026-10-27
ETF Store, Inc.
21,351$336.7K0.3%ETFVery LowOverland Park, KS2026-10-19
Segment Wealth Management, LLC
21,140$333.4K0.0%CoreLowHouston, TX2026-10-26
Capital Investment Advisors, LLC
21,036$331.7K0.0%CoreLowAtlanta, GA2026-10-22
Mission Wealth Management, LP
20,641$325.5K0.0%ETFLowSanta Barbara, CA2026-10-15
Howard Wealth Management, LLC
20,510$323.4K0.1%ETFVery LowMadison, CT2026-10-28
Krilogy Financial LLC
19,906$315.8K0.0%GrowthLowSt. Louis, MO2026-10-13
Axxcess Wealth Management, LLC
18,832$297.0K0.0%CoreLowCarlsbad, CA2026-10-21
Milestones Private Investment Advisors LLC
18,252$287.8K0.2%ETFMediumFairport, NY2026-10-19
Wingate Wealth Advisors, Inc.
18,235$287.6K0.1%ETFVery LowLexington, MA2026-10-26
Legacy Wealth Partners, LLC
18,128$285.9K0.1%ETFHighLakewood, CO2026-10-15
Yankcom Partnership
17,733$279.7K0.1%CoreVery LowYankton, SD2026-10-15
Pinnacle Bancorp, Inc.
17,634$278.1K0.1%CoreVery LowBeatrice, NE2026-10-21
Schear Investment Advisers, LLC
17,341$273.5K0.0%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
17,341$273.5K0.0%Agg GrowthLowIndependence, OH2026-10-14
Bill Few Associates, Inc.
16,600$261.8K0.1%CoreVery LowSewickley, PA2026-10-09
Somerset Trust Co
15,850$250.0K0.1%CoreVery LowSomerset, PA2026-10-13
Sensible Money, LLC
15,607$246.1K0.1%ETFVery LowScottsdale, AZ2026-10-20
Cherry Tree Wealth Management, LLC
15,366$242.3K0.0%ETFVery LowMinnetonka, MN2026-10-15
Dynamic Advisor Solutions LLC
15,038$237.1K0.0%ETFLowPhoenix, AZ2026-10-13
CRA Financial Services, LLC
13,575$214.1K0.0%ETFVery LowNorthfield, NJ2026-10-16
Accurate Wealth Management, LLC
13,282$210.6K0.0%CoreMediumWesley Chapel, FL2026-10-20
Koshinski Asset Management, Inc.
12,903$203.5K0.0%ETFLowDecatur, IL2026-10-29
Yoder Wealth Management, Inc.
12,600$198.7K0.1%ETFLowWalnut Creek, CA2026-10-13
Gill Capital Partners, LLC
12,035$189.8K0.1%ETFLowDenver, CO2026-10-13
Laurel Wealth Advisors LLC
11,805$186.2K0.0%CoreVery LowCharlotte, NC2026-10-27
Insight Wealth Partners, LLC
11,617$183.2K0.0%ETFLowPlano, TX2026-10-26
Berman McAleer LLC
11,595$182.9K0.0%ETFVery LowTimonium, MD2026-10-16
Mindset Wealth Management, LLC
11,370$179.3K0.0%Agg GrowthVery LowIndianapolis, IN2026-10-19
Wealthcare Advisory Partners LLC
11,259$177.6K0.0%ETFLowWest Chester, PA2026-10-21
Sowell Financial Services LLC
10,860$171.3K0.0%CoreLowNorth Little Rock, AR2026-10-23
Key FInancial Inc
10,599$167.1K0.0%ETFLowWest Chester, PA2026-11-02
Sentinel Pension Advisors, LLC
10,570$166.7K0.0%ETFLowWakefield, MA2026-11-02
RVW Wealth, LLC
10,220$161.2K0.0%ETFVery LowLos Angeles, CA2026-10-06
Montag A & Associates Inc
9,254$145.9K0.0%CoreLowAtlanta, GA2026-10-29
IFP Advisors, Inc
6,240$98.4K0.0%GrowthLowTampa, FL2026-10-16
Marquette Asset Management, LLC
5,626$88.7K0.0%ETFVery LowMinneapolis, MN2026-10-09
Wilmington Savings Fund Society, FSB
5,000$78.9K0.0%CoreLowWilmington, DE2026-10-23
Sarver Vrooman Wealth Advisors
4,498$70.9K0.0%ETFMediumKansas City, MO2026-10-01
Private Trust Co NA
4,368$68.9K0.0%CoreLowCleveland, OH2026-10-20
SJS Investment Consulting Inc.
4,007$63.2K0.0%ETFVery LowSylvania, OH2026-10-26
Ashton Thomas Private Wealth, LLC
3,907$61.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Davis Capital Management
3,609$56.9K0.0%CoreLowJacksonville, FL2026-10-08
Eastern Bank
2,016$31.8K0.0%GrowthMediumBoston, MA2026-10-05
City State Bank
1,343$21.2K0.0%GrowthVery LowNorwalk, IA2026-10-20
Financial Consulate, Inc
1,177$18.6K0.0%ETFLowHunt Valley, MD2026-10-23
RHL Group, LLC
841$13.3K0.0%ETFVery HighHolly, MI2026-11-04
Signature Equity Partners, LLC
779$12.3K0.0%GrowthMediumColumbus, OH2026-10-29
Golden State Wealth Management, LLC
104$1.6K0.0%ETFMediumSanta Ana, CA2026-11-02
Caldwell Trust Co
62$9780.0%GrowthLowVenice, FL2026-10-30