IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco Bulletshares 2032 CB (BSCW)

CUSIP: 46139W858 | NYSE | 240 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Hengehold Capital Management LLC1,995,450
3.0% of portfolio›$39.1M
Moneco Advisors, LLC1,264,919
1.4% of portfolio›$24.8M
Foronjy Financial LLC1,253,881
8.6% of portfolio›$24.6M
Clark Asset Management, LLC892,618
1.3% of portfolio›$17.5M
Capital Investment Counsel, LLC877,588
2.1% of portfolio›$17.2M
Strategic Financial Group, LLC697,281
13.2% of portfolio›$13.7M
Gill Capital Partners, LLC572,671
3.1% of portfolio›$11.2M
Cookson Peirce & Co Inc559,677
0.4% of portfolio›$11.0M
Avior Wealth Management, LLC544,716
0.3% of portfolio›$10.7M
Cornerstone Planning, LLC471,083
2.0% of portfolio›$9.6M
Lido Advisors, LLC440,144
0.0% of portfolio›$8.6M
First International Bank of Israel Ltd.430,000
3.4% of portfolio›$8.4M
Cambridge Investment Research Advisors, Inc.420,989
0.0% of portfolio›$8.2M
Asset Dedication, LLC411,636
0.5% of portfolio›$8.1M
Truist Financial Corp398,918
0.0% of portfolio›$7.8M
Marietta Wealth Management, LLC394,930
0.8% of portfolio›$7.8M
Decker Wealth Management LLC279,855
1.1% of portfolio›$5.5M
Apollon Wealth Management, LLC275,571
0.1% of portfolio›$5.4M
BCS Wealth Management266,239
0.9% of portfolio›$5.2M
NorthAvenue LLC256,777
3.5% of portfolio›$5.0M
Straight Path Wealth Management230,024
1.0% of portfolio›$4.5M
Carroll Advisory Group, LLC189,497
1.2% of portfolio›$3.7M
Carnegie Investment Counsel189,310
0.1% of portfolio›$3.7M
Ledgewood Wealth Advisors, LLC174,170
1.9% of portfolio›$3.4M
Dynamic Advisor Solutions LLC172,482
0.1% of portfolio›$3.4M
Infinity Wealth Counsel, LLC158,675
2.5% of portfolio›$3.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management157,590
0.0% of portfolio›$3.1M
Opulen Financial Group LLC149,428
1.8% of portfolio›$2.9M
Farnam Financial LLC134,355
2.0% of portfolio›$2.7M
Wilkins Miller Wealth Management, LLC126,786
1.4% of portfolio›$2.5M
HUB Investment Partners, LLC121,914
0.0% of portfolio›$2.4M
DWM Financial Group, Inc.117,481
1.8% of portfolio›$2.3M
Commonwealth Equity Services, LLC117,092
0.0% of portfolio›$2.3M
Sigma Investment Counselors Inc112,630
0.1% of portfolio›$2.2M
Horizons Wealth Management102,498
1.3% of portfolio›$2.0M
Kestra Advisory Services, LLC91,641
0.0% of portfolio›$1.8M
Butensky & Cohen Financial Security, Inc83,275
0.4% of portfolio›$1.6M
Independence Bank of Kentucky82,372
0.2% of portfolio›$1.6M
Sawgrass Asset Management LLC79,076
0.2% of portfolio›$1.5M
Prospera Financial Services Inc73,977
0.0% of portfolio›$1.5M
Golden Reserve Retirement LLC71,247
0.2% of portfolio›$1.4M
SFE Investment Counsel69,800
0.2% of portfolio›$1.4M
Parallel Advisors, LLC69,260
0.0% of portfolio›$1.4M
G2 Capital Management, LLC / OH68,765
0.3% of portfolio›$1.3M
Wealth Enhancement Advisory Services, LLC61,165
0.0% of portfolio›$1.2M
Redmond Asset Management, LLC59,331
0.3% of portfolio›$1.2M
Kestra Private Wealth Services, LLC54,497
0.0% of portfolio›$1.1M
Richmond Investment Services, LLC52,510
0.3% of portfolio›$1.0M
Apella Capital, LLC51,046
0.0% of portfolio›$1.0M
Concurrent Investment Advisors, LLC44,419
0.0% of portfolio›$869.9K
Oliver Luxxe Assets LLC43,388
0.1% of portfolio›$849.8K
J.W. Cole Advisors, Inc.39,954
0.0% of portfolio›$782.5K
Farther Finance Advisors, LLC39,576
0.0% of portfolio›$775.1K
Evexia Wealth LLC34,180
0.2% of portfolio›$675.6K
Allen Capital Group, LLC33,198
0.1% of portfolio›$650.2K
Lanark Financial, Inc.32,930
0.0% of portfolio›$644.9K
VestGen Advisors, LLC32,026
0.0% of portfolio›$627.2K
Redhawk Wealth Advisors, Inc.23,622
0.0% of portfolio›$462.6K
Quartz Partners, LLC22,257
0.1% of portfolio›$435.9K
Global Wealth Strategies & Associates21,367
0.1% of portfolio›$418.5K
Redwood Financial Network Corp19,608
0.2% of portfolio›$384.0K
Krilogy Financial LLC18,736
0.0% of portfolio›$369.2K
SAX Wealth Advisors, LLC18,601
0.0% of portfolio›$364.3K
Aprio Wealth Management, LLC17,324
0.0% of portfolio›$339.3K
Cherry Tree Wealth Management, LLC15,132
0.1% of portfolio›$296.4K
Kohmann Bosshard Financial Services, LLC15,072
0.0% of portfolio›$295.2K
Capital Investment Advisors, LLC14,923
0.0% of portfolio›$292.3K
Central Valley Advisors, LLC14,914
0.1% of portfolio›$292.1K
Legacy Wealth Partners, LLC14,657
0.1% of portfolio›$287.1K
ETF Store, Inc.14,522
0.2% of portfolio›$284.4K
Tennessee Valley Asset Management Partners13,661
0.0% of portfolio›$267.6K
Yankcom Partnership13,178
0.1% of portfolio›$258.1K
Ascentis Independent Advisors12,960
0.0% of portfolio›$253.8K
Somerset Trust Co12,579
0.1% of portfolio›$246.4K
Davis Capital Management12,096
0.1% of portfolio›$236.9K
Virtue Asset Management LLC12,002
0.2% of portfolio›$235.1K
Legacy Wealth Management, LLC / MS11,415
0.1% of portfolio›$223.6K
Segment Wealth Management, LLC11,300
0.0% of portfolio›$221.3K
First Bancorp, Inc10,963
0.1% of portfolio›$214.7K
International Assets Investment Management, LLC10,657
0.0% of portfolio›$209.3K
Montag A & Associates Inc10,126
0.0% of portfolio›$198.3K
Larson Financial Group LLC9,891
0.0% of portfolio›$193.7K
Fifth Third Bancorp9,104
0.0% of portfolio›$178.3K
US Bancorp \de\7,885
0.0% of portfolio›$154.4K
Marquette Asset Management, LLC4,882
0.0% of portfolio›$95.6K
Bank of New Hampshire3,800
0.0% of portfolio›$74.4K
Laurel Wealth Advisors LLC3,600
0.0% of portfolio›$70.5K
Private Trust Co NA3,438
0.0% of portfolio›$67.3K
SJS Investment Consulting Inc.3,190
0.0% of portfolio›$62.5K
Eastern Bank2,420
0.0% of portfolio›$47.4K
Noble Wealth Management PBC1,800
0.0% of portfolio›$35.3K
Key FInancial Inc1,620
0.0% of portfolio›$31.7K
Signature Equity Partners, LLC682
0.0% of portfolio›$13.4K
Financial Consulate, Inc297
0.0% of portfolio›$5.8K
Golden State Wealth Management, LLC135
0.0% of portfolio›$2.7K
StyleTurnoverLocationFiled
Hengehold Capital Management LLC
1,995,450$39.1M3.0%ETFLowCincinnati, OH2026-10-16
Moneco Advisors, LLC
1,264,919$24.8M1.4%ETFLowFairfield, CT2026-11-05
Foronjy Financial LLC
1,253,881$24.6M8.6%ETFLowLos Osos, CA2026-10-14
Clark Asset Management, LLC
892,618$17.5M1.3%ETFVery LowStratham, NH2026-10-19
Capital Investment Counsel, LLC
877,588$17.2M2.1%CoreLowDenver, CO2026-10-14
Strategic Financial Group, LLC
697,281$13.7M13.2%ETFLowGrand Haven, MI2026-10-08
Gill Capital Partners, LLC
572,671$11.2M3.1%ETFLowDenver, CO2026-10-13
Cookson Peirce & Co Inc
559,677$11.0M0.4%GrowthHighPittsburgh, PA2026-10-30
Avior Wealth Management, LLC
544,716$10.7M0.3%ETFMediumOmaha, NE2026-10-13
Cornerstone Planning, LLC
471,083$9.6M2.0%CoreMediumCharlotte, NC2026-10-27
Lido Advisors, LLC
440,144$8.6M0.0%GrowthLowLos Angeles, CA2026-11-04
First International Bank of Israel Ltd.
430,000$8.4M3.4%ETFMediumTel Aviv, Luxembourg2026-11-04
Cambridge Investment Research Advisors, Inc.
420,989$8.2M0.0%ETFLowFairfield, IA2026-11-02
Asset Dedication, LLC
411,636$8.1M0.5%ETFLowSan Francisco, CA2026-11-03
Truist Financial Corp
398,918$7.8M0.0%CoreLowCharlotte, NC2026-10-30
Marietta Wealth Management, LLC
394,930$7.8M0.8%GrowthLowMarietta, GA2026-10-22
Decker Wealth Management LLC
279,855$5.5M1.1%MomentumLowNashville, TN2026-10-09
Apollon Wealth Management, LLC
275,571$5.4M0.1%GrowthLowMount Pleasant, SC2026-10-23
BCS Wealth Management
266,239$5.2M0.9%ETFVery LowJohnson City, TN2026-11-03
NorthAvenue LLC
256,777$5.0M3.5%ETFVery LowColumbus, OH2026-10-29
Straight Path Wealth Management
230,024$4.5M1.0%ETFLowJenison, MI2026-10-23
Carroll Advisory Group, LLC
189,497$3.7M1.2%ETFVery LowTexarkana, TX2026-10-16
Carnegie Investment Counsel
189,310$3.7M0.1%CoreLowPepper Pike, OH2026-10-20
Ledgewood Wealth Advisors, LLC
174,170$3.4M1.9%ETFLowExeter, NH2026-10-09
Dynamic Advisor Solutions LLC
172,482$3.4M0.1%ETFLowPhoenix, AZ2026-10-13
Infinity Wealth Counsel, LLC
158,675$3.1M2.5%ETFVery LowLoveland, OH2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
157,590$3.1M0.0%GrowthVery LowSeattle, WA2026-10-27
Opulen Financial Group LLC
149,428$2.9M1.8%ETFVery LowArlington, VA2026-10-22
Farnam Financial LLC
134,355$2.7M2.0%ETFLowPhoenix, AZ2026-10-21
Wilkins Miller Wealth Management, LLC
126,786$2.5M1.4%ETFVery LowMobile, AL2026-10-13
HUB Investment Partners, LLC
121,914$2.4M0.0%GrowthLowAustin, TX2026-11-03
DWM Financial Group, Inc.
117,481$2.3M1.8%ETFN/APalatine, IL2026-10-28
Commonwealth Equity Services, LLC
117,092$2.3M0.0%ETFLowWaltham, MA2026-11-02
Sigma Investment Counselors Inc
112,630$2.2M0.1%ETFLowNorthville, MI2026-10-27
Horizons Wealth Management
102,498$2.0M1.3%ETFLowAsheville, NC2026-10-05
Kestra Advisory Services, LLC
91,641$1.8M0.0%CoreLowAustin, TX2026-11-02
Butensky & Cohen Financial Security, Inc
83,275$1.6M0.4%ValueLowPonte Vedra Beach, FL2026-10-13
Independence Bank of Kentucky
82,372$1.6M0.2%GrowthLowOwensboro, KY2026-10-26
Sawgrass Asset Management LLC
79,076$1.5M0.2%GrowthMediumPonte Vedra Beach, FL2026-11-03
Prospera Financial Services Inc
73,977$1.5M0.0%CoreMediumDallas, TX2026-11-04
Golden Reserve Retirement LLC
71,247$1.4M0.2%ETFVery LowDublin, OH2026-11-02
SFE Investment Counsel
69,800$1.4M0.2%CoreLowLos Angeles, CA2026-10-29
Parallel Advisors, LLC
69,260$1.4M0.0%IndexLowSan Francisco, CA2026-11-03
G2 Capital Management, LLC / OH
68,765$1.3M0.3%ETFVery LowColumbus, OH2026-10-23
Wealth Enhancement Advisory Services, LLC
61,165$1.2M0.0%CoreLowPlymouth, MN2026-10-13
Redmond Asset Management, LLC
59,331$1.2M0.3%CoreLowHenrico, VA2026-10-27
Kestra Private Wealth Services, LLC
54,497$1.1M0.0%GrowthLowAustin, TX2026-10-30
Richmond Investment Services, LLC
52,510$1.0M0.3%ETFLowMequon, WI2026-10-29
Apella Capital, LLC
51,046$1.0M0.0%ETFVery LowWest Hartford, CT2026-10-08
Concurrent Investment Advisors, LLC
44,419$869.9K0.0%GrowthMediumTampa, FL2026-10-16
Oliver Luxxe Assets LLC
43,388$849.8K0.1%ValueMediumGladstone, NJ2026-10-14
J.W. Cole Advisors, Inc.
39,954$782.5K0.0%IndexLowTampa, FL2026-11-05
Farther Finance Advisors, LLC
39,576$775.1K0.0%IndexLowSan Francisco, CA2026-10-08
Evexia Wealth LLC
34,180$675.6K0.2%CoreMediumStevens Point, WI2026-11-05
Allen Capital Group, LLC
33,198$650.2K0.1%CoreLowGrand Island, NE2026-10-27
Lanark Financial, Inc.
32,930$644.9K0.0%CoreMediumBirmingham, AL2026-10-26
VestGen Advisors, LLC
32,026$627.2K0.0%GrowthMediumChicago, IL2026-10-27
Redhawk Wealth Advisors, Inc.
23,622$462.6K0.0%ETFHighMinneapolis, MN2026-10-14
Quartz Partners, LLC
22,257$435.9K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Global Wealth Strategies & Associates
21,367$418.5K0.1%ETFLowDenver, CO2026-10-02
Redwood Financial Network Corp
19,608$384.0K0.2%ETFLowSolon, OH2026-11-03
Krilogy Financial LLC
18,736$369.2K0.0%GrowthLowSt. Louis, MO2026-10-13
SAX Wealth Advisors, LLC
18,601$364.3K0.0%ETFVery LowParsippany, NJ2026-10-13
Aprio Wealth Management, LLC
17,324$339.3K0.0%ETFMediumAtlanta, GA2026-10-28
Cherry Tree Wealth Management, LLC
15,132$296.4K0.1%ETFVery LowMinnetonka, MN2026-10-15
Kohmann Bosshard Financial Services, LLC
15,072$295.2K0.0%ETFLowFairlawn, OH2026-11-04
Capital Investment Advisors, LLC
14,923$292.3K0.0%CoreLowAtlanta, GA2026-10-22
Central Valley Advisors, LLC
14,914$292.1K0.1%CoreLowSacramento, CA2026-10-27
Legacy Wealth Partners, LLC
14,657$287.1K0.1%ETFHighLakewood, CO2026-10-15
ETF Store, Inc.
14,522$284.4K0.2%ETFVery LowOverland Park, KS2026-10-19
Tennessee Valley Asset Management Partners
13,661$267.6K0.0%ETFLowKnoxville, TN2026-11-03
Yankcom Partnership
13,178$258.1K0.1%CoreVery LowYankton, SD2026-10-15
Ascentis Independent Advisors
12,960$253.8K0.0%ETFLowDallas, TX2026-11-03
Somerset Trust Co
12,579$246.4K0.1%CoreVery LowSomerset, PA2026-10-13
Davis Capital Management
12,096$236.9K0.1%CoreLowJacksonville, FL2026-10-08
Virtue Asset Management LLC
12,002$235.1K0.2%CoreLowBarrington, IL2026-10-21
Legacy Wealth Management, LLC / MS
11,415$223.6K0.1%GrowthLowRidgeland, MS2026-10-30
Segment Wealth Management, LLC
11,300$221.3K0.0%CoreLowHouston, TX2026-10-26
First Bancorp, Inc
10,963$214.7K0.1%ValueVery LowDamariscotta, ME2026-10-26
International Assets Investment Management, LLC
10,657$209.3K0.0%CoreVery HighOrlando, FL2026-11-02
Montag A & Associates Inc
10,126$198.3K0.0%CoreLowAtlanta, GA2026-10-29
Larson Financial Group LLC
9,891$193.7K0.0%GrowthLowSt Louis, MO2026-11-05
Fifth Third Bancorp
9,104$178.3K0.0%IndexVery LowCincinnati, OH2026-11-05
US Bancorp \de\
7,885$154.4K0.0%IndexLowMinneapolis, MN2026-11-05
Marquette Asset Management, LLC
4,882$95.6K0.0%ETFVery LowMinneapolis, MN2026-10-09
Bank of New Hampshire
3,800$74.4K0.0%CoreLowLaconia, NH2026-10-06
Laurel Wealth Advisors LLC
3,600$70.5K0.0%CoreVery LowCharlotte, NC2026-10-27
Private Trust Co NA
3,438$67.3K0.0%CoreLowCleveland, OH2026-10-20
SJS Investment Consulting Inc.
3,190$62.5K0.0%ETFVery LowSylvania, OH2026-10-26
Eastern Bank
2,420$47.4K0.0%GrowthMediumBoston, MA2026-10-05
Noble Wealth Management PBC
1,800$35.3K0.0%YieldMediumGreenwood Village, CO2026-10-01
Key FInancial Inc
1,620$31.7K0.0%ETFLowWest Chester, PA2026-11-02
Signature Equity Partners, LLC
682$13.4K0.0%GrowthMediumColumbus, OH2026-10-29
Financial Consulate, Inc
297$5.8K0.0%ETFLowHunt Valley, MD2026-10-23
Golden State Wealth Management, LLC
135$2.7K0.0%ETFMediumSanta Ana, CA2026-11-02