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Invesco Bulletshares 2033 CB (BSCX)

CUSIP: 46139W825 | NYSE | 181 institutional holders

Quarters

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

Clark Asset Management, LLC670,634
1.0% of portfolio›$13.4M
Cookson Peirce & Co Inc544,643
0.4% of portfolio›$10.9M
Parkway Wealth Management Group, LLC489,263
1.1% of portfolio›$9.8M
BCS Wealth Management456,982
1.6% of portfolio›$9.1M
Marietta Wealth Management, LLC371,403
0.8% of portfolio›$7.5M
Asset Dedication, LLC297,754
0.4% of portfolio›$6.0M
Wealth Enhancement Advisory Services, LLC268,661
0.0% of portfolio›$1.0M
NorthAvenue LLC231,142
3.3% of portfolio›$4.6M
NorthCrest Asset Manangement, LLC217,901
0.1% of portfolio›$4.4M
Nottingham Advisors, Inc.214,248
0.5% of portfolio›$4.3M
Lido Advisors, LLC200,890
0.0% of portfolio›$4.0M
Ledgewood Wealth Advisors, LLC196,099
2.2% of portfolio›$3.9M
Virtue Asset Management LLC193,209
2.6% of portfolio›$3.9M
Apollon Wealth Management, LLC177,896
0.0% of portfolio›$3.6M
DWM Financial Group, Inc.165,563
2.6% of portfolio›$3.3M
Park Avenue Securities LLC163,020
0.1% of portfolio›$3.3M
Carroll Advisory Group, LLC148,130
0.9% of portfolio›$3.0M
Infinity Wealth Counsel, LLC145,802
2.4% of portfolio›$2.9M
Kestra Advisory Services, LLC145,208
0.0% of portfolio›$2.9M
Avior Wealth Management, LLC141,241
0.1% of portfolio›$2.8M
Farnam Financial LLC112,180
1.7% of portfolio›$2.3M
HUB Investment Partners, LLC98,313
0.0% of portfolio›$2.0M
AA Financial Advisors, LLC98,102
0.2% of portfolio›$2.0M
Sigma Investment Counselors Inc92,227
0.1% of portfolio›$1.8M
Opulen Financial Group LLC86,101
1.1% of portfolio›$1.7M
Butensky & Cohen Financial Security, Inc79,494
0.4% of portfolio›$1.6M
Commonwealth Equity Services, LLC76,638
0.0% of portfolio›$1.5M
Independence Bank of Kentucky74,006
0.2% of portfolio›$1.5M
Sawgrass Asset Management LLC73,002
0.2% of portfolio›$1.5M
Golden Reserve Retirement LLC70,008
0.2% of portfolio›$1.4M
Independent Financial Group, LLC63,872
0.0% of portfolio›$1.3M
G2 Capital Management, LLC / OH62,950
0.3% of portfolio›$1.3M
Cambridge Investment Research Advisors, Inc.62,893
0.0% of portfolio›$1.3M
Kestra Private Wealth Services, LLC51,141
0.0% of portfolio›$1.0M
Richmond Investment Services, LLC49,888
0.3% of portfolio›$997.7K
Wilkins Miller Wealth Management, LLC46,925
0.5% of portfolio›$938.4K
Moneco Advisors, LLC45,149
0.1% of portfolio›$902.9K
Concurrent Investment Advisors, LLC39,644
0.0% of portfolio›$792.8K
Farther Finance Advisors, LLC38,645
0.0% of portfolio›$772.9K
City Holding Co33,002
0.1% of portfolio›$659.7K
Allen Capital Group, LLC30,126
0.0% of portfolio›$602.5K
Redmond Asset Management, LLC28,191
0.2% of portfolio›$563.8K
Straight Path Wealth Management27,767
0.1% of portfolio›$555.3K
J.W. Cole Advisors, Inc.26,432
0.0% of portfolio›$528.6K
Quartz Partners, LLC20,472
0.1% of portfolio›$409.4K
Aprio Wealth Management, LLC16,495
0.0% of portfolio›$329.9K
ETF Store, Inc.15,971
0.3% of portfolio›$319.4K
Yankcom Partnership15,763
0.1% of portfolio›$315.2K
Horizons Wealth Management15,236
0.2% of portfolio›$304.7K
VestGen Advisors, LLC14,452
0.0% of portfolio›$289.0K
Capital Investment Advisors, LLC13,100
0.0% of portfolio›$262.0K
Truist Financial Corp12,483
0.0% of portfolio›$249.6K
Legacy Wealth Partners, LLC12,435
0.1% of portfolio›$248.7K
Redwood Financial Network Corp12,123
0.1% of portfolio›$242.4K
SAX Wealth Advisors, LLC11,984
0.0% of portfolio›$239.7K
Ascentis Independent Advisors11,708
0.0% of portfolio›$234.1K
Somerset Trust Co11,553
0.1% of portfolio›$231.0K
US Bancorp \de\5,712
0.0% of portfolio›$114.2K
Marquette Asset Management, LLC4,495
0.0% of portfolio›$89.9K
Montag A & Associates Inc4,444
0.0% of portfolio›$88.9K
Davis Capital Management4,122
0.0% of portfolio›$82.4K
Bank of New Hampshire3,630
0.0% of portfolio›$72.6K
Carolina Wealth Advisors, LLC2,046
0.0% of portfolio›$40.9K
Private Trust Co NA1,030
0.0% of portfolio›$20.6K
Fifth Third Bancorp1,011
0.0% of portfolio›$20.2K
Noble Wealth Management PBC1,000
0.0% of portfolio›$20.0K
Cornerstone National Bank & Trust Co950
0.0% of portfolio›$19.1K
RHL Group, LLC710
0.0% of portfolio›$14.2K
Key FInancial Inc340
0.0% of portfolio›$6.8K
Financial Consulate, Inc290
0.0% of portfolio›$5.8K
Golden State Wealth Management, LLC56
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Clark Asset Management, LLC
670,634$13.4M1.0%ETFVery LowStratham, NH2026-10-19
Cookson Peirce & Co Inc
544,643$10.9M0.4%GrowthHighPittsburgh, PA2026-10-30
Parkway Wealth Management Group, LLC
489,263$9.8M1.1%ETFHighPlano, TX2026-10-20
BCS Wealth Management
456,982$9.1M1.6%ETFVery LowJohnson City, TN2026-11-03
Marietta Wealth Management, LLC
371,403$7.5M0.8%GrowthLowMarietta, GA2026-10-22
Asset Dedication, LLC
297,754$6.0M0.4%ETFLowSan Francisco, CA2026-11-03
Wealth Enhancement Advisory Services, LLC
268,661$1.0M0.0%CoreLowPlymouth, MN2026-10-13
NorthAvenue LLC
231,142$4.6M3.3%ETFVery LowColumbus, OH2026-10-29
NorthCrest Asset Manangement, LLC
217,901$4.4M0.1%GrowthLowPlymouth, MN2026-10-13
Nottingham Advisors, Inc.
214,248$4.3M0.5%ETFLowAmherst, NY2026-10-29
Lido Advisors, LLC
200,890$4.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Ledgewood Wealth Advisors, LLC
196,099$3.9M2.2%ETFLowExeter, NH2026-10-09
Virtue Asset Management LLC
193,209$3.9M2.6%CoreLowBarrington, IL2026-10-21
Apollon Wealth Management, LLC
177,896$3.6M0.0%GrowthLowMount Pleasant, SC2026-10-23
DWM Financial Group, Inc.
165,563$3.3M2.6%ETFN/APalatine, IL2026-10-28
Park Avenue Securities LLC
163,020$3.3M0.1%ETFMediumNew York, NY2026-10-26
Carroll Advisory Group, LLC
148,130$3.0M0.9%ETFVery LowTexarkana, TX2026-10-16
Infinity Wealth Counsel, LLC
145,802$2.9M2.4%ETFVery LowLoveland, OH2026-10-15
Kestra Advisory Services, LLC
145,208$2.9M0.0%CoreLowAustin, TX2026-11-02
Avior Wealth Management, LLC
141,241$2.8M0.1%ETFMediumOmaha, NE2026-10-13
Farnam Financial LLC
112,180$2.3M1.7%ETFLowPhoenix, AZ2026-10-21
HUB Investment Partners, LLC
98,313$2.0M0.0%GrowthLowAustin, TX2026-11-03
AA Financial Advisors, LLC
98,102$2.0M0.2%ETFMediumColumbus, OH2026-10-19
Sigma Investment Counselors Inc
92,227$1.8M0.1%ETFLowNorthville, MI2026-10-27
Opulen Financial Group LLC
86,101$1.7M1.1%ETFVery LowArlington, VA2026-10-22
Butensky & Cohen Financial Security, Inc
79,494$1.6M0.4%ValueLowPonte Vedra Beach, FL2026-10-13
Commonwealth Equity Services, LLC
76,638$1.5M0.0%ETFLowWaltham, MA2026-11-02
Independence Bank of Kentucky
74,006$1.5M0.2%GrowthLowOwensboro, KY2026-10-26
Sawgrass Asset Management LLC
73,002$1.5M0.2%GrowthMediumPonte Vedra Beach, FL2026-11-03
Golden Reserve Retirement LLC
70,008$1.4M0.2%ETFVery LowDublin, OH2026-11-02
Independent Financial Group, LLC
63,872$1.3M0.0%GrowthLowSan Diego, CA2026-10-13
G2 Capital Management, LLC / OH
62,950$1.3M0.3%ETFVery LowColumbus, OH2026-10-23
Cambridge Investment Research Advisors, Inc.
62,893$1.3M0.0%ETFLowFairfield, IA2026-11-02
Kestra Private Wealth Services, LLC
51,141$1.0M0.0%GrowthLowAustin, TX2026-10-30
Richmond Investment Services, LLC
49,888$997.7K0.3%ETFLowMequon, WI2026-10-29
Wilkins Miller Wealth Management, LLC
46,925$938.4K0.5%ETFVery LowMobile, AL2026-10-13
Moneco Advisors, LLC
45,149$902.9K0.1%ETFLowFairfield, CT2026-11-05
Concurrent Investment Advisors, LLC
39,644$792.8K0.0%GrowthMediumTampa, FL2026-10-16
Farther Finance Advisors, LLC
38,645$772.9K0.0%IndexLowSan Francisco, CA2026-10-08
City Holding Co
33,002$659.7K0.1%CoreLowCharleston, WV2026-10-19
Allen Capital Group, LLC
30,126$602.5K0.0%CoreLowGrand Island, NE2026-10-27
Redmond Asset Management, LLC
28,191$563.8K0.2%CoreLowHenrico, VA2026-10-27
Straight Path Wealth Management
27,767$555.3K0.1%ETFLowJenison, MI2026-10-23
J.W. Cole Advisors, Inc.
26,432$528.6K0.0%IndexLowTampa, FL2026-11-05
Quartz Partners, LLC
20,472$409.4K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Aprio Wealth Management, LLC
16,495$329.9K0.0%ETFMediumAtlanta, GA2026-10-28
ETF Store, Inc.
15,971$319.4K0.3%ETFVery LowOverland Park, KS2026-10-19
Yankcom Partnership
15,763$315.2K0.1%CoreVery LowYankton, SD2026-10-15
Horizons Wealth Management
15,236$304.7K0.2%ETFLowAsheville, NC2026-10-05
VestGen Advisors, LLC
14,452$289.0K0.0%GrowthMediumChicago, IL2026-10-27
Capital Investment Advisors, LLC
13,100$262.0K0.0%CoreLowAtlanta, GA2026-10-22
Truist Financial Corp
12,483$249.6K0.0%CoreLowCharlotte, NC2026-10-30
Legacy Wealth Partners, LLC
12,435$248.7K0.1%ETFHighLakewood, CO2026-10-15
Redwood Financial Network Corp
12,123$242.4K0.1%ETFLowSolon, OH2026-11-03
SAX Wealth Advisors, LLC
11,984$239.7K0.0%ETFVery LowParsippany, NJ2026-10-13
Ascentis Independent Advisors
11,708$234.1K0.0%ETFLowDallas, TX2026-11-03
Somerset Trust Co
11,553$231.0K0.1%CoreVery LowSomerset, PA2026-10-13
US Bancorp \de\
5,712$114.2K0.0%IndexLowMinneapolis, MN2026-11-05
Marquette Asset Management, LLC
4,495$89.9K0.0%ETFVery LowMinneapolis, MN2026-10-09
Montag A & Associates Inc
4,444$88.9K0.0%CoreLowAtlanta, GA2026-10-29
Davis Capital Management
4,122$82.4K0.0%CoreLowJacksonville, FL2026-10-08
Bank of New Hampshire
3,630$72.6K0.0%CoreLowLaconia, NH2026-10-06
Carolina Wealth Advisors, LLC
2,046$40.9K0.0%YieldHighMyrtle Beach, SC2026-10-23
Private Trust Co NA
1,030$20.6K0.0%CoreLowCleveland, OH2026-10-20
Fifth Third Bancorp
1,011$20.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Noble Wealth Management PBC
1,000$20.0K0.0%YieldMediumGreenwood Village, CO2026-10-01
Cornerstone National Bank & Trust Co
950$19.1K0.0%ETFMediumPalatine, IL2026-10-20
RHL Group, LLC
710$14.2K0.0%ETFVery HighHolly, MI2026-11-04
Key FInancial Inc
340$6.8K0.0%ETFLowWest Chester, PA2026-11-02
Financial Consulate, Inc
290$5.8K0.0%ETFLowHunt Valley, MD2026-10-23
Golden State Wealth Management, LLC
56$1.1K0.0%ETFMediumSanta Ana, CA2026-11-02