INVESCO BULLETSHARES 2031 CB BSCV
$16.41
+0.2% 52w: $15.61 – $16.53
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data15.6116.0716.53
Jun 20, 2025 Jul 2, 2026
Institutional holders
213
+19 QoQ
13F value
$1.30B
+5.0% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
2
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSCV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | Wealth advisor | 10.6M | $175.2M | 1.5% | +1.8% |
| MORGAN STANLEY | Bank broker | 7.1M | $116.1M | 0.0% | +15.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 4.0M | $65.0M | 0.0% | -1.5% |
| Avior Wealth Management, LLC | Wealth advisor | 2.7M | $44.3M | 1.3% | -0.9% |
| Hills Bank & Trust Co | Wealth advisor | 2.6M | $43.2M | 2.1% | +9.8% |
| LPL Financial LLC | Bank broker | 2.6M | $42.9M | 0.0% | -29.2% |
| Atlantic Union Bankshares Corp | Other | 2.4M | $40.2M | 0.8% | +10.9% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | Wealth advisor | 2.2M | $37.0M | 3.2% | +2.3% |
| Invesco Ltd. | Index provider | 2.1M | $34.9M | 0.0% | +5.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.0M | $33.7M | 0.0% | +17.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.0M | $33.1M | 0.0% | +15.2% |
| &PARTNERS | Diversified mechanical | 1.5M | $24.8M | 0.1% | +342.4% |
| MONECO ADVISORS, LLC | Wealth advisor | 1.5M | $24.0M | 1.9% | +6.8% |
| ROYAL BANK OF CANADA | Bank broker | 1.4M | $22.8M | 0.0% | +10.6% |
| Capital Investment Counsel, LLC | Wealth advisor | 1.3M | $21.6M | 3.0% | +1.9% |
| UBS Group AG | Bank broker | 1.3M | $21.4M | 0.0% | +6.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.3M | $20.8M | 0.0% | +6.0% |
| TruWealth Advisors, LLC | Wealth advisor | 1.2M | $20.5M | 1.0% | -2.7% |
| Headland Capital, LLC | Wealth advisor | 1.2M | $19.6M | 5.5% | +3.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 994.5K | $16.4M | 0.0% | +42.2% |
| Baird Financial Group, Inc. | Diversified mechanical | 987.2K | $16.2M | 0.0% | +3.7% |
| Clark Asset Management, LLC | Wealth advisor | 975.0K | $16.0M | 1.5% | +26.7% |
| MAI Capital Management | Wealth advisor | 899.1K | $14.8M | 0.1% | +8.0% |
| Focus Partners Wealth | Wealth advisor | 858.3K | $14.1M | 0.0% | +2.4% |
| Motley Fool Wealth Management, LLC | Other | 654.6K | $10.8M | 1.2% | -24.5% |
| COOKSON PEIRCE & CO INC | Other | 649.6K | $10.7M | 0.5% | +2.1% |
| CENTRAL VALLEY ADVISORS, LLC | Wealth advisor | 638.3K | $10.5M | 2.9% | +14.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 625.1K | $10.3M | 0.1% | +0.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 623.7K | $10.3M | 0.0% | +30.5% |
| AMJ Financial Wealth Management | Other | 622.5K | $10.2M | 2.4% | +0.4% |
| Lido Advisors, LLC | Wealth advisor | 591.2K | $9.7M | 0.0% | -3.0% |
| Legacy Financial Group LLC | Wealth advisor | 587.4K | $9.7M | 1.2% | +6.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 581.3K | $9.5M | 0.0% | +21.7% |
| Cornerstone Planning, LLC | Other | 570.7K | $9.4M | 2.1% | New |
| Asset Dedication, LLC | Wealth advisor | 526.2K | $8.7M | 0.6% | +6.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 518.8K | $8.5M | 0.0% | -0.1% |
| Modern Wealth Management, LLC | Wealth advisor | 516.9K | $8.5M | 0.1% | -3.8% |
| Goepper Burkhardt LLC | Wealth advisor | 516.9K | $8.5M | 2.8% | +4.3% |
| KIRR MARBACH & CO LLC /IN/ ★3 | Fundamental concentrated | 491.3K | $8.1M | 1.5% | +5.2% |
| Decker Wealth Management LLC | Wealth advisor | 485.7K | $8.0M | 1.8% | +3.9% |
| Independent Advisor Alliance | Wealth advisor | 469.3K | $7.7M | 0.1% | New |
| Marietta Wealth Management, LLC | Other | 451.9K | $7.4M | 0.9% | +6.0% |
| HUB Investment Partners, LLC | Other | 433.6K | $7.1M | 0.2% | -56.5% |
| DAVIS R M INC | Other | 422.1K | $6.9M | 0.1% | +122.7% |
| JANE STREET GROUP, LLC | Market maker | 407.2K | $6.7M | 0.0% | New |
| Carmel Capital Partners, LLC | Other | 390.4K | $6.4M | 2.3% | +7.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 381.7K | $6.3M | 0.0% | -2.4% |
| Waycross Investment Management Co | Wealth advisor | 371.5K | $6.1M | 5.8% | -3.3% |
| Addison Advisors LLC | Wealth advisor | 361.7K | $6.0M | 1.3% | +5.6% |
| VAUGHAN DAVID INVESTMENTS LLC/IL | Other | 345.7K | $5.7M | 0.1% | +25.4% |
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.