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Invesco Bulletshares 2034 CB (BSCY)

CUSIP: 46139W783 | NYSE | 125 institutional holders

Quarters

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

Cookson Peirce & Co Inc548,969
0.4% of portfolio›$10.7M
Clark Asset Management, LLC474,769
0.7% of portfolio›$9.3M
BCS Wealth Management355,198
1.2% of portfolio›$6.9M
DWM Financial Group, Inc.337,776
5.2% of portfolio›$6.6M
Gill Capital Partners, LLC254,104
1.4% of portfolio›$5.0M
Asset Dedication, LLC206,476
0.2% of portfolio›$4.0M
NorthAvenue LLC160,644
2.2% of portfolio›$3.1M
Truist Financial Corp158,678
0.0% of portfolio›$3.1M
Sigma Investment Counselors Inc148,946
0.1% of portfolio›$2.9M
Carroll Advisory Group, LLC144,029
0.9% of portfolio›$2.8M
Avior Wealth Management, LLC114,791
0.1% of portfolio›$2.2M
Infinity Wealth Counsel, LLC111,430
1.8% of portfolio›$2.2M
Moneco Advisors, LLC87,578
0.1% of portfolio›$1.7M
Butensky & Cohen Financial Security, Inc79,722
0.4% of portfolio›$1.6M
HUB Investment Partners, LLC73,882
0.0% of portfolio›$1.4M
Golden Reserve Retirement LLC71,135
0.2% of portfolio›$1.4M
Farnam Financial LLC65,675
1.0% of portfolio›$1.3M
G2 Capital Management, LLC / OH50,547
0.2% of portfolio›$986.5K
Sawgrass Asset Management LLC48,588
0.1% of portfolio›$948.3K
Lido Advisors, LLC48,157
0.0% of portfolio›$939.9K
Cambridge Investment Research Advisors, Inc.47,924
0.0% of portfolio›$935.0K
J.W. Cole Advisors, Inc.47,176
0.0% of portfolio›$920.7K
Concurrent Investment Advisors, LLC46,436
0.0% of portfolio›$906.3K
Independence Bank of Kentucky45,653
0.1% of portfolio›$891.0K
Farther Finance Advisors, LLC39,693
0.0% of portfolio›$774.7K
Commonwealth Equity Services, LLC39,362
0.0% of portfolio›$768.2K
Kestra Advisory Services, LLC35,753
0.0% of portfolio›$697.8K
Wilkins Miller Wealth Management, LLC30,497
0.3% of portfolio›$595.2K
Wealth Enhancement Advisory Services, LLC28,869
0.0% of portfolio›$567.6K
Redmond Asset Management, LLC25,089
0.1% of portfolio›$489.7K
Opulen Financial Group LLC24,477
0.3% of portfolio›$477.7K
Allen Capital Group, LLC22,175
0.0% of portfolio›$432.8K
Nestegg Advisors, Inc.21,785
0.3% of portfolio›$425.2K
Paradigm, Strategies in Wealth Management, LLC20,100
0.3% of portfolio›$392.3K
Oppenheimer & Co Inc17,703
0.0% of portfolio›$345.5K
ETF Store, Inc.16,912
0.3% of portfolio›$330.1K
Yankcom Partnership16,743
0.1% of portfolio›$326.8K
Jacobi Capital Management LLC14,556
0.0% of portfolio›$284.1K
Aprio Wealth Management, LLC14,435
0.0% of portfolio›$281.7K
Global Wealth Strategies & Associates12,847
0.0% of portfolio›$250.7K
Legacy Wealth Partners, LLC12,847
0.1% of portfolio›$250.7K
Kestra Private Wealth Services, LLC11,801
0.0% of portfolio›$230.3K
Cypress Financial Planning LLC11,070
0.1% of portfolio›$216.1K
Somerset Trust Co10,530
0.1% of portfolio›$205.5K
Davis Capital Management6,726
0.1% of portfolio›$131.3K
Marquette Asset Management, LLC4,668
0.0% of portfolio›$91.1K
Bank of New Hampshire3,715
0.0% of portfolio›$72.5K
Private Trust Co NA2,408
0.0% of portfolio›$47.0K
Fifth Third Bancorp1,030
0.0% of portfolio›$20.1K
Financial Consulate, Inc295
0.0% of portfolio›$5.8K
Key FInancial Inc100
0.0% of portfolio›$2.0K
StyleTurnoverLocationFiled
Cookson Peirce & Co Inc
548,969$10.7M0.4%GrowthHighPittsburgh, PA2026-10-30
Clark Asset Management, LLC
474,769$9.3M0.7%ETFVery LowStratham, NH2026-10-19
BCS Wealth Management
355,198$6.9M1.2%ETFVery LowJohnson City, TN2026-11-03
DWM Financial Group, Inc.
337,776$6.6M5.2%ETFN/APalatine, IL2026-10-28
Gill Capital Partners, LLC
254,104$5.0M1.4%ETFLowDenver, CO2026-10-13
Asset Dedication, LLC
206,476$4.0M0.2%ETFLowSan Francisco, CA2026-11-03
NorthAvenue LLC
160,644$3.1M2.2%ETFVery LowColumbus, OH2026-10-29
Truist Financial Corp
158,678$3.1M0.0%CoreLowCharlotte, NC2026-10-30
Sigma Investment Counselors Inc
148,946$2.9M0.1%ETFLowNorthville, MI2026-10-27
Carroll Advisory Group, LLC
144,029$2.8M0.9%ETFVery LowTexarkana, TX2026-10-16
Avior Wealth Management, LLC
114,791$2.2M0.1%ETFMediumOmaha, NE2026-10-13
Infinity Wealth Counsel, LLC
111,430$2.2M1.8%ETFVery LowLoveland, OH2026-10-15
Moneco Advisors, LLC
87,578$1.7M0.1%ETFLowFairfield, CT2026-11-05
Butensky & Cohen Financial Security, Inc
79,722$1.6M0.4%ValueLowPonte Vedra Beach, FL2026-10-13
HUB Investment Partners, LLC
73,882$1.4M0.0%GrowthLowAustin, TX2026-11-03
Golden Reserve Retirement LLC
71,135$1.4M0.2%ETFVery LowDublin, OH2026-11-02
Farnam Financial LLC
65,675$1.3M1.0%ETFLowPhoenix, AZ2026-10-21
G2 Capital Management, LLC / OH
50,547$986.5K0.2%ETFVery LowColumbus, OH2026-10-23
Sawgrass Asset Management LLC
48,588$948.3K0.1%GrowthMediumPonte Vedra Beach, FL2026-11-03
Lido Advisors, LLC
48,157$939.9K0.0%GrowthLowLos Angeles, CA2026-11-04
Cambridge Investment Research Advisors, Inc.
47,924$935.0K0.0%ETFLowFairfield, IA2026-11-02
J.W. Cole Advisors, Inc.
47,176$920.7K0.0%IndexLowTampa, FL2026-11-05
Concurrent Investment Advisors, LLC
46,436$906.3K0.0%GrowthMediumTampa, FL2026-10-16
Independence Bank of Kentucky
45,653$891.0K0.1%GrowthLowOwensboro, KY2026-10-26
Farther Finance Advisors, LLC
39,693$774.7K0.0%IndexLowSan Francisco, CA2026-10-08
Commonwealth Equity Services, LLC
39,362$768.2K0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
35,753$697.8K0.0%CoreLowAustin, TX2026-11-02
Wilkins Miller Wealth Management, LLC
30,497$595.2K0.3%ETFVery LowMobile, AL2026-10-13
Wealth Enhancement Advisory Services, LLC
28,869$567.6K0.0%CoreLowPlymouth, MN2026-10-13
Redmond Asset Management, LLC
25,089$489.7K0.1%CoreLowHenrico, VA2026-10-27
Opulen Financial Group LLC
24,477$477.7K0.3%ETFVery LowArlington, VA2026-10-22
Allen Capital Group, LLC
22,175$432.8K0.0%CoreLowGrand Island, NE2026-10-27
Nestegg Advisors, Inc.
21,785$425.2K0.3%ETFLowHauppauge, NY2026-10-21
Paradigm, Strategies in Wealth Management, LLC
20,100$392.3K0.3%ETFLowMaple Grove, MN2026-10-16
Oppenheimer & Co Inc
17,703$345.5K0.0%CoreLowNew York, NY2026-10-26
ETF Store, Inc.
16,912$330.1K0.3%ETFVery LowOverland Park, KS2026-10-19
Yankcom Partnership
16,743$326.8K0.1%CoreVery LowYankton, SD2026-10-15
Jacobi Capital Management LLC
14,556$284.1K0.0%CoreLowPittston, PA2026-11-05
Aprio Wealth Management, LLC
14,435$281.7K0.0%ETFMediumAtlanta, GA2026-10-28
Global Wealth Strategies & Associates
12,847$250.7K0.0%ETFLowDenver, CO2026-10-02
Legacy Wealth Partners, LLC
12,847$250.7K0.1%ETFHighLakewood, CO2026-10-15
Kestra Private Wealth Services, LLC
11,801$230.3K0.0%GrowthLowAustin, TX2026-10-30
Cypress Financial Planning LLC
11,070$216.1K0.1%ETFLowHaddon Heights, NJ2026-10-09
Somerset Trust Co
10,530$205.5K0.1%CoreVery LowSomerset, PA2026-10-13
Davis Capital Management
6,726$131.3K0.1%CoreLowJacksonville, FL2026-10-08
Marquette Asset Management, LLC
4,668$91.1K0.0%ETFVery LowMinneapolis, MN2026-10-09
Bank of New Hampshire
3,715$72.5K0.0%CoreLowLaconia, NH2026-10-06
Private Trust Co NA
2,408$47.0K0.0%CoreLowCleveland, OH2026-10-20
Fifth Third Bancorp
1,030$20.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Financial Consulate, Inc
295$5.8K0.0%ETFLowHunt Valley, MD2026-10-23
Key FInancial Inc
100$2.0K0.0%ETFLowWest Chester, PA2026-11-02