INVESCO BULLETSHARES 2029 CB BSCT
$18.59
+0.2% 52w: $17.76 – $18.62
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data17.7618.1918.62
Jun 20, 2025 Jul 2, 2026
Institutional holders
342
+18 QoQ
13F value
$2.20B
+5.4% QoQ
Smart-money holders
10
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSCT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 8.9M | $166.8M | 0.0% | +7.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 6.8M | $127.8M | 0.0% | +11.3% |
| Lido Advisors, LLC | Wealth advisor | 6.3M | $118.4M | 0.5% | -0.6% |
| LPL Financial LLC | Bank broker | 4.8M | $88.7M | 0.0% | +9.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 4.7M | $88.0M | 0.0% | -5.7% |
| Clearstead Advisors, LLC | Wealth advisor | 3.6M | $67.4M | 0.6% | +6.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.5M | $65.1M | 0.0% | +32.0% |
| Invesco Ltd. | Index provider | 3.2M | $59.3M | 0.0% | +9.3% |
| Avior Wealth Management, LLC | Wealth advisor | 2.6M | $48.5M | 1.4% | -0.6% |
| UBS Group AG | Bank broker | 2.6M | $48.0M | 0.0% | -2.5% |
| Hills Bank & Trust Co | Wealth advisor | 2.5M | $45.8M | 2.2% | +5.4% |
| ROYAL BANK OF CANADA | Bank broker | 2.4M | $45.6M | 0.0% | +13.4% |
| MANCHESTER FINANCIAL INC | Wealth advisor | 2.2M | $41.7M | 8.0% | -0.4% |
| MAI Capital Management | Wealth advisor | 2.2M | $41.6M | 0.2% | +7.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.1M | $39.7M | 0.0% | +10.7% |
| TLWM | Wealth advisor | 1.6M | $29.2M | 5.3% | +6.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.6M | $29.0M | 0.0% | +11.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.5M | $27.1M | 0.0% | +38.5% |
| RiverFront Investment Group, LLC | Wealth advisor | 1.4M | $25.7M | 0.4% | +7.3% |
| MONECO ADVISORS, LLC | Wealth advisor | 1.3M | $24.8M | 1.9% | +2.7% |
| Brookstone Capital Management | Wealth advisor | 1.3M | $23.5M | 0.3% | +1.7% |
| IMA Advisory Services, Inc. | Wealth advisor | 1.3M | $23.3M | 2.3% | +2.3% |
| Clark Asset Management, LLC | Wealth advisor | 1.2M | $23.2M | 2.2% | +24.2% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.2M | $21.7M | 0.1% | +22.7% |
| Anchor Investment Management, LLC | Diversified mechanical | 1.1M | $21.3M | 1.8% | +3204.2% |
| Atlantic Union Bankshares Corp | Other | 1.0M | $19.4M | 0.4% | +9.9% |
| DAVIS R M INC | Other | 975.3K | $18.2M | 0.3% | +32.7% |
| Headland Capital, LLC | Wealth advisor | 965.3K | $18.0M | 5.1% | +2.7% |
| Capital Investment Counsel, LLC | Wealth advisor | 961.4K | $17.9M | 2.5% | -5.8% |
| Baird Financial Group, Inc. | Diversified mechanical | 917.4K | $17.1M | 0.0% | +3.4% |
| SHUFRO ROSE & CO LLC | Wealth advisor | 850.8K | $15.9M | 1.1% | +2.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 833.8K | $15.6M | 0.0% | -1.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 785.8K | $14.7M | 0.1% | +8.6% |
| Focus Partners Wealth | Wealth advisor | 735.9K | $13.7M | 0.0% | -3.5% |
| GPM Growth Investors, Inc. | Other | 715.7K | $13.4M | 5.6% | +0.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 690.9K | $12.9M | 0.0% | +131.9% |
| KIRR MARBACH & CO LLC /IN/ ★3 | Fundamental concentrated | 679.5K | $12.7M | 2.3% | +4.1% |
| GILL CAPITAL PARTNERS, LLC | Wealth advisor | 665.2K | $12.4M | 3.6% | +1.0% |
| Goepper Burkhardt LLC | Wealth advisor | 663.8K | $12.4M | 4.1% | +5.7% |
| Asset Dedication, LLC | Wealth advisor | 660.3K | $12.3M | 0.9% | +7.0% |
| Carrera Capital Advisors | Wealth advisor | 599.8K | $11.2M | 1.7% | +9.6% |
| Cornerstone Planning, LLC | Other | 593.8K | $11.1M | 2.5% | +51.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 588.5K | $11.0M | 0.0% | +8.7% |
| COOKSON PEIRCE & CO INC | Other | 588.2K | $11.0M | 0.5% | +0.6% |
| Straight Path Wealth Management | Wealth advisor | 586.2K | $10.9M | 2.9% | +7.4% |
| CENTRAL VALLEY ADVISORS, LLC | Wealth advisor | 578.2K | $10.8M | 2.9% | +8.3% |
| Independent Advisor Alliance | Wealth advisor | 563.1K | $10.5M | 0.1% | New |
| CVFG LLC | Other | 560.7K | $10.5M | 1.3% | New |
| First International Bank of Israel Ltd. | Wealth advisor | 540.0K | $10.1M | 3.0% | Held |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 528.0K | $9.8M | 0.0% | +24.3% |
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.