INVESCO BULLETSHARES 2030 CB BSCU
$16.66
+0.2% 52w: $15.89 – $16.75
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data15.8916.3216.75
Jun 20, 2025 Jul 2, 2026
Institutional holders
299
+24 QoQ
13F value
$2.04B
+7.5% QoQ
Smart-money holders
10
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSCU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 10.7M | $178.7M | 0.0% | +11.3% |
| Aptus Capital Advisors, LLC | Wealth advisor | 9.2M | $154.2M | 1.3% | +1.8% |
| Lido Advisors, LLC | Wealth advisor | 8.4M | $141.1M | 0.6% | +7.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 5.1M | $86.1M | 0.0% | +2.0% |
| LPL Financial LLC | Bank broker | 5.1M | $85.7M | 0.0% | +1.1% |
| TruWealth Advisors, LLC | Wealth advisor | 4.7M | $78.3M | 3.8% | +2.9% |
| Invesco Ltd. | Index provider | 4.4M | $73.6M | 0.0% | +4.0% |
| Clearstead Advisors, LLC | Wealth advisor | 3.8M | $63.9M | 0.6% | +6.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.3M | $54.4M | 0.0% | +16.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.8M | $46.5M | 0.0% | +11.5% |
| ROYAL BANK OF CANADA | Bank broker | 2.6M | $44.1M | 0.0% | +5.5% |
| Hills Bank & Trust Co | Wealth advisor | 2.6M | $43.8M | 2.1% | +5.5% |
| Atlantic Union Bankshares Corp | Other | 2.6M | $43.6M | 0.8% | +9.0% |
| UBS Group AG | Bank broker | 2.2M | $37.1M | 0.0% | +7.7% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | Wealth advisor | 2.2M | $36.0M | 3.1% | +2.3% |
| &PARTNERS | Diversified mechanical | 1.9M | $31.9M | 0.2% | +49.0% |
| Brookstone Capital Management | Wealth advisor | 1.9M | $31.8M | 0.4% | +1.8% |
| TLWM | Wealth advisor | 1.8M | $30.2M | 5.4% | +9.0% |
| MAI Capital Management | Wealth advisor | 1.7M | $28.0M | 0.2% | +11.6% |
| IMA Advisory Services, Inc. | Wealth advisor | 1.4M | $24.2M | 2.4% | +2.3% |
| MONECO ADVISORS, LLC | Wealth advisor | 1.4M | $23.8M | 1.8% | +5.2% |
| Capital Investment Counsel, LLC | Wealth advisor | 1.2M | $19.5M | 2.7% | +12.6% |
| Clark Asset Management, LLC | Wealth advisor | 1.2M | $19.4M | 1.8% | +21.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.1M | $19.0M | 0.0% | +15.5% |
| Motley Fool Wealth Management, LLC | Other | 1.0M | $17.5M | 2.0% | -24.5% |
| Baird Financial Group, Inc. | Diversified mechanical | 999.4K | $16.7M | 0.0% | +4.2% |
| FORONJY FINANCIAL LLC | Wealth advisor | 963.7K | $16.1M | 6.7% | +2.3% |
| Focus Partners Wealth | Wealth advisor | 960.0K | $16.0M | 0.0% | +2.3% |
| Advisors Capital Management, LLC | Other | 955.7K | $16.0M | 0.2% | +0.7% |
| DAVIS R M INC | Other | 808.7K | $13.5M | 0.2% | +10.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 763.1K | $12.8M | 0.0% | +10.3% |
| Asset Dedication, LLC | Wealth advisor | 717.4K | $12.0M | 0.8% | +11.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 692.2K | $11.6M | 0.0% | +5.1% |
| KIRR MARBACH & CO LLC /IN/ ★3 | Fundamental concentrated | 689.4K | $11.5M | 2.1% | +5.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 683.4K | $11.4M | 0.0% | -5.9% |
| CVFG LLC | Other | 670.5K | $11.2M | 1.4% | New |
| CWM, LLC | Wealth advisor | 661.2K | $11.1M | 0.0% | -12.9% |
| Janney Montgomery Scott LLC | Diversified mechanical | 649.0K | $10.8M | 0.0% | +30.8% |
| COOKSON PEIRCE & CO INC | Other | 646.1K | $10.8M | 0.5% | +1.5% |
| CENTRAL VALLEY ADVISORS, LLC | Wealth advisor | 637.3K | $10.7M | 2.9% | +15.2% |
| Goepper Burkhardt LLC | Wealth advisor | 617.6K | $10.3M | 3.5% | +5.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 571.4K | $9.6M | 0.0% | +183.6% |
| Cornerstone Planning, LLC | Other | 567.0K | $9.5M | 2.1% | +32.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 551.9K | $9.2M | 0.0% | +27.4% |
| Independent Advisor Alliance | Wealth advisor | 509.2K | $8.5M | 0.1% | New |
| AMERIPRISE FINANCIAL INC | Bank broker | 508.0K | $8.5M | 0.0% | +44.5% |
| AMJ Financial Wealth Management | Other | 489.2K | $8.2M | 1.9% | 0.0% |
| VISTA INVESTMENT MANAGEMENT | Wealth advisor | 479.6K | $8.0M | 2.7% | +1.9% |
| HUB Investment Partners, LLC | Other | 478.6K | $8.0M | 0.2% | +5.2% |
| VAUGHAN DAVID INVESTMENTS LLC/IL | Other | 466.5K | $7.8M | 0.2% | +11.6% |
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.