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Invesco Bulletshares 2035 CB (BSCZ)

CUSIP: 46139W759 | NYSE | 82 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Cookson Peirce & Co Inc564,094
0.4% of portfolio›$10.8M
Gill Capital Partners, LLC365,218
1.9% of portfolio›$7.0M
Carolina Wealth Advisors, LLC311,963
2.3% of portfolio›$6.0M
Clark Asset Management, LLC279,003
0.4% of portfolio›$5.4M
Carroll Advisory Group, LLC183,080
1.1% of portfolio›$3.5M
BCS Wealth Management143,486
0.5% of portfolio›$2.8M
Infinity Wealth Counsel, LLC98,620
1.5% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.86,705
0.0% of portfolio›$1.7M
Moneco Advisors, LLC82,077
0.1% of portfolio›$1.6M
Butensky & Cohen Financial Security, Inc80,512
0.4% of portfolio›$1.5M
Golden Reserve Retirement LLC72,090
0.2% of portfolio›$1.4M
Asset Dedication, LLC69,860
0.1% of portfolio›$1.3M
NorthAvenue LLC55,654
0.8% of portfolio›$1.1M
Lido Advisors, LLC48,621
0.0% of portfolio›$934.8K
J.W. Cole Advisors, Inc.45,536
0.0% of portfolio›$875.5K
HUB Investment Partners, LLC41,520
0.0% of portfolio›$798.3K
Concurrent Investment Advisors, LLC40,914
0.0% of portfolio›$786.7K
Farther Finance Advisors, LLC39,976
0.0% of portfolio›$768.6K
CFG Wealth Management Services, Inc.37,440
0.7% of portfolio›$721.8K
Independence Bank of Kentucky36,476
0.1% of portfolio›$701.3K
Opulen Financial Group LLC34,818
0.4% of portfolio›$669.4K
Commonwealth Equity Services, LLC29,586
0.0% of portfolio›$568.9K
Redmond Asset Management, LLC21,102
0.1% of portfolio›$405.7K
Sawgrass Asset Management LLC15,450
0.0% of portfolio›$297.1K
Yankcom Partnership13,674
0.1% of portfolio›$262.9K
International Assets Investment Management, LLC13,354
0.0% of portfolio›$257.5K
Legacy Wealth Partners, LLC13,034
0.1% of portfolio›$250.6K
Kohmann Bosshard Financial Services, LLC11,602
0.0% of portfolio›$223.1K
Davis Capital Management10,994
0.1% of portfolio›$211.4K
ETF Store, Inc.10,394
0.2% of portfolio›$199.8K
Somerset Trust Co10,378
0.1% of portfolio›$199.5K
Marquette Asset Management, LLC6,555
0.0% of portfolio›$126.0K
Private Trust Co NA1,063
0.0% of portfolio›$20.4K
Key FInancial Inc100
0.0% of portfolio›$1.9K
StyleTurnoverLocationFiled
Cookson Peirce & Co Inc
564,094$10.8M0.4%GrowthHighPittsburgh, PA2026-10-30
Gill Capital Partners, LLC
365,218$7.0M1.9%ETFLowDenver, CO2026-10-13
Carolina Wealth Advisors, LLC
311,963$6.0M2.3%YieldHighMyrtle Beach, SC2026-10-23
Clark Asset Management, LLC
279,003$5.4M0.4%ETFVery LowStratham, NH2026-10-19
Carroll Advisory Group, LLC
183,080$3.5M1.1%ETFVery LowTexarkana, TX2026-10-16
BCS Wealth Management
143,486$2.8M0.5%ETFVery LowJohnson City, TN2026-11-03
Infinity Wealth Counsel, LLC
98,620$1.9M1.5%ETFVery LowLoveland, OH2026-10-15
Cambridge Investment Research Advisors, Inc.
86,705$1.7M0.0%ETFLowFairfield, IA2026-11-02
Moneco Advisors, LLC
82,077$1.6M0.1%ETFLowFairfield, CT2026-11-05
Butensky & Cohen Financial Security, Inc
80,512$1.5M0.4%ValueLowPonte Vedra Beach, FL2026-10-13
Golden Reserve Retirement LLC
72,090$1.4M0.2%ETFVery LowDublin, OH2026-11-02
Asset Dedication, LLC
69,860$1.3M0.1%ETFLowSan Francisco, CA2026-11-03
NorthAvenue LLC
55,654$1.1M0.8%ETFVery LowColumbus, OH2026-10-29
Lido Advisors, LLC
48,621$934.8K0.0%GrowthLowLos Angeles, CA2026-11-04
J.W. Cole Advisors, Inc.
45,536$875.5K0.0%IndexLowTampa, FL2026-11-05
HUB Investment Partners, LLC
41,520$798.3K0.0%GrowthLowAustin, TX2026-11-03
Concurrent Investment Advisors, LLC
40,914$786.7K0.0%GrowthMediumTampa, FL2026-10-16
Farther Finance Advisors, LLC
39,976$768.6K0.0%IndexLowSan Francisco, CA2026-10-08
CFG Wealth Management Services, Inc.
37,440$721.8K0.7%ETFLowIndianapolis, XX2026-10-21
Independence Bank of Kentucky
36,476$701.3K0.1%GrowthLowOwensboro, KY2026-10-26
Opulen Financial Group LLC
34,818$669.4K0.4%ETFVery LowArlington, VA2026-10-22
Commonwealth Equity Services, LLC
29,586$568.9K0.0%ETFLowWaltham, MA2026-11-02
Redmond Asset Management, LLC
21,102$405.7K0.1%CoreLowHenrico, VA2026-10-27
Sawgrass Asset Management LLC
15,450$297.1K0.0%GrowthMediumPonte Vedra Beach, FL2026-11-03
Yankcom Partnership
13,674$262.9K0.1%CoreVery LowYankton, SD2026-10-15
International Assets Investment Management, LLC
13,354$257.5K0.0%CoreVery HighOrlando, FL2026-11-02
Legacy Wealth Partners, LLC
13,034$250.6K0.1%ETFHighLakewood, CO2026-10-15
Kohmann Bosshard Financial Services, LLC
11,602$223.1K0.0%ETFLowFairlawn, OH2026-11-04
Davis Capital Management
10,994$211.4K0.1%CoreLowJacksonville, FL2026-10-08
ETF Store, Inc.
10,394$199.8K0.2%ETFVery LowOverland Park, KS2026-10-19
Somerset Trust Co
10,378$199.5K0.1%CoreVery LowSomerset, PA2026-10-13
Marquette Asset Management, LLC
6,555$126.0K0.0%ETFVery LowMinneapolis, MN2026-10-09
Private Trust Co NA
1,063$20.4K0.0%CoreLowCleveland, OH2026-10-20
Key FInancial Inc
100$1.9K0.0%ETFLowWest Chester, PA2026-11-02