INVESCO BULLETSHARES 2028 CB BSCS
$20.39
+0.2% 52w: $19.49 – $20.39
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data19.4919.9420.39
Jun 20, 2025 Jul 2, 2026
Institutional holders
389
+5 QoQ
13F value
$2.65B
+6.5% QoQ
Smart-money holders
9
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSCS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 9.1M | $185.7M | 0.0% | +5.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 7.9M | $160.9M | 0.0% | +0.6% |
| LPL Financial LLC | Bank broker | 7.7M | $156.3M | 0.0% | +5.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 6.2M | $126.8M | 0.0% | -0.9% |
| Lido Advisors, LLC | Wealth advisor | 4.9M | $100.5M | 0.4% | -7.9% |
| UBS Group AG | Bank broker | 4.8M | $98.3M | 0.0% | +30.4% |
| TruWealth Advisors, LLC | Wealth advisor | 4.5M | $92.8M | 4.5% | +1.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 4.5M | $91.2M | 0.0% | +20.2% |
| Invesco Ltd. | Index provider | 3.5M | $72.1M | 0.0% | +7.3% |
| Clearstead Advisors, LLC | Wealth advisor | 3.3M | $66.5M | 0.6% | +6.3% |
| Hills Bank & Trust Co | Wealth advisor | 2.5M | $50.7M | 2.4% | +3.9% |
| MAI Capital Management | Wealth advisor | 2.3M | $47.2M | 0.3% | +12.6% |
| Fusion Family Wealth, LLC | Wealth advisor | 2.2M | $45.9M | 3.4% | +7.5% |
| ROYAL BANK OF CANADA | Bank broker | 2.1M | $43.2M | 0.0% | +24.2% |
| SNS Financial Group, LLC | Wealth advisor | 1.7M | $34.8M | 3.0% | +38.2% |
| TLWM | Wealth advisor | 1.6M | $33.0M | 5.9% | +7.4% |
| Brookstone Capital Management | Wealth advisor | 1.4M | $29.1M | 0.3% | +1.8% |
| DAVIS R M INC | Other | 1.3M | $26.5M | 0.5% | +7.6% |
| MONECO ADVISORS, LLC | Wealth advisor | 1.2M | $25.5M | 2.0% | +3.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.2M | $25.4M | 0.1% | +11.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.2M | $24.5M | 0.0% | +10.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.2M | $24.1M | 0.0% | +8.9% |
| Anchor Investment Management, LLC | Diversified mechanical | 1.2M | $23.6M | 2.0% | +6.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.1M | $23.1M | 0.0% | +30.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.1M | $23.0M | 0.1% | +11.3% |
| Clark Asset Management, LLC | Wealth advisor | 1.1M | $22.7M | 2.1% | +15.3% |
| MANCHESTER FINANCIAL INC | Wealth advisor | 1.0M | $21.0M | 4.0% | +1.6% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 930.7K | $19.0M | 0.1% | -3.9% |
| Baird Financial Group, Inc. | Diversified mechanical | 895.1K | $18.3M | 0.0% | +2.6% |
| Legacy Financial Group LLC | Wealth advisor | 873.0K | $17.8M | 2.2% | +1.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 854.4K | $17.4M | 0.0% | -6.2% |
| &PARTNERS | Diversified mechanical | 826.5K | $16.9M | 0.1% | +1.2% |
| SHUFRO ROSE & CO LLC | Wealth advisor | 821.6K | $16.8M | 1.1% | +2.2% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 820.3K | $16.8M | 0.8% | +14.4% |
| Asset Dedication, LLC | Wealth advisor | 769.8K | $15.7M | 1.1% | -2.8% |
| Rothschild Wealth LLC | Wealth advisor | 718.9K | $14.7M | 1.3% | -13.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 715.3K | $14.6M | 0.0% | +12.8% |
| GPM Growth Investors, Inc. | Other | 663.9K | $13.6M | 5.7% | +0.2% |
| KIRR MARBACH & CO LLC /IN/ ★3 | Fundamental concentrated | 644.9K | $13.2M | 2.4% | +2.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 637.8K | $13.0M | 0.0% | +34.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 635.4K | $13.0M | 0.0% | +1.0% |
| Sanctuary Advisors, LLC | Wealth advisor | 633.8K | $12.9M | 0.1% | +33.6% |
| Cornerstone Planning, LLC | Other | 622.6K | $12.7M | 2.9% | +46.8% |
| Goepper Burkhardt LLC | Wealth advisor | 620.6K | $12.7M | 4.2% | +7.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 593.4K | $12.1M | 0.0% | +28.6% |
| Atlantic Union Bankshares Corp | Other | 579.3K | $11.8M | 0.2% | +11.0% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 549.8K | $11.2M | 0.1% | +347.6% |
| CENTRAL VALLEY ADVISORS, LLC | Wealth advisor | 541.7K | $11.1M | 3.0% | +9.7% |
| COOKSON PEIRCE & CO INC | Other | 539.7K | $11.0M | 0.5% | +0.6% |
| Straight Path Wealth Management | Wealth advisor | 539.2K | $11.0M | 2.9% | +5.5% |
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.