INVESCO BULLETSHARES 2027 CB BSCR
$19.63
+0.0% 52w: $18.76 – $19.63
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data18.7619.1919.63
Jun 20, 2025 Jul 2, 2026
Institutional holders
401
+18 QoQ
13F value
$3.91B
+8.2% QoQ
Smart-money holders
9
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSCR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Lido Advisors, LLC | Wealth advisor | 70.7M | $1.40B | 5.5% | +5.8% |
| MORGAN STANLEY | Bank broker | 10.3M | $202.3M | 0.0% | -0.7% |
| UBS Group AG | Bank broker | 8.2M | $161.5M | 0.0% | +95.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 7.3M | $143.0M | 0.0% | +1.7% |
| LPL Financial LLC | Bank broker | 7.2M | $140.7M | 0.0% | +6.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 6.0M | $118.5M | 0.0% | +41.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 5.6M | $109.7M | 0.0% | +11.4% |
| Invesco Ltd. | Index provider | 3.7M | $72.5M | 0.0% | +7.0% |
| MAI Capital Management | Wealth advisor | 3.1M | $60.0M | 0.3% | +5.1% |
| Hills Bank & Trust Co | Wealth advisor | 2.6M | $52.0M | 2.5% | +4.8% |
| ROYAL BANK OF CANADA | Bank broker | 2.4M | $46.9M | 0.0% | +30.2% |
| Avior Wealth Management, LLC | Wealth advisor | 2.2M | $43.2M | 1.2% | -7.4% |
| SNS Financial Group, LLC | Wealth advisor | 1.9M | $37.6M | 3.2% | +5.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.8M | $35.5M | 0.1% | -6.1% |
| DAVIS R M INC | Other | 1.7M | $33.9M | 0.6% | +3.6% |
| Brookstone Capital Management | Wealth advisor | 1.5M | $29.7M | 0.3% | +1.7% |
| MONECO ADVISORS, LLC | Wealth advisor | 1.4M | $26.9M | 2.1% | +4.8% |
| TLWM | Wealth advisor | 1.3M | $25.8M | 4.7% | +8.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.3M | $25.7M | 0.0% | +8.9% |
| Anchor Investment Management, LLC | Diversified mechanical | 1.2M | $24.1M | 2.0% | +1.2% |
| Clark Asset Management, LLC | Wealth advisor | 1.2M | $23.3M | 2.2% | +18.8% |
| Atlantic Union Bankshares Corp | Other | 1.2M | $23.3M | 0.4% | +6.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.2M | $23.2M | 0.0% | +1.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.1M | $22.6M | 0.1% | +5.0% |
| Thrivent Financial for Lutherans | Diversified mechanical | 1.1M | $22.1M | 0.0% | -28.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.1M | $20.9M | 0.0% | +15.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.1M | $20.9M | 0.0% | -6.4% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 999.8K | $19.6M | 0.0% | +0.7% |
| Baird Financial Group, Inc. | Diversified mechanical | 942.6K | $18.5M | 0.0% | -10.6% |
| Legacy Financial Group LLC | Wealth advisor | 926.5K | $18.2M | 2.3% | +1.2% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 850.4K | $16.7M | 0.8% | +9.3% |
| Financial Solutions Advisory Group, Inc. | Wealth advisor | 845.6K | $16.6M | 2.3% | — |
| Asset Dedication, LLC | Wealth advisor | 842.0K | $16.5M | 1.2% | -4.5% |
| Independent Advisor Alliance | Wealth advisor | 838.9K | $16.5M | 0.2% | New |
| Cetera Investment Advisers | Wealth advisor | 804.0K | $15.8M | 0.0% | +77.3% |
| OLD SECOND NATIONAL BANK OF AURORA | Other | 796.0K | $15.6M | 3.2% | +90.9% |
| KIRR MARBACH & CO LLC /IN/ ★3 | Fundamental concentrated | 772.6K | $15.2M | 2.8% | +2.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 740.7K | $14.5M | 0.1% | +1.9% |
| Focus Partners Wealth | Wealth advisor | 677.8K | $13.3M | 0.0% | +4.9% |
| Janney Montgomery Scott LLC | Diversified mechanical | 658.7K | $12.9M | 0.0% | -13.7% |
| Goepper Burkhardt LLC | Wealth advisor | 640.9K | $12.6M | 4.2% | +10.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 601.0K | $11.8M | 0.1% | +38.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 591.7K | $11.6M | 0.1% | +15.0% |
| COOKSON PEIRCE & CO INC | Other | 564.9K | $11.1M | 0.5% | +0.8% |
| CENTRAL VALLEY ADVISORS, LLC | Wealth advisor | 550.8K | $10.8M | 2.9% | +7.9% |
| Ledgewood Wealth Advisors, LLC | Wealth advisor | 547.4K | $10.7M | 6.0% | +7.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 542.9K | $10.7M | 0.0% | +6.9% |
| Straight Path Wealth Management | Wealth advisor | 541.8K | $10.6M | 2.8% | +4.6% |
| AA Financial Advisors, LLC | Wealth advisor | 536.2K | $10.5M | 1.5% | -15.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 534.3K | $10.5M | 0.0% | +28.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.