INVESCO BULLETSHARES 2032 CB BSCW
$20.51
+0.1% 52w: $19.43 – $20.72
Latest 13F among current holders filed 37 days ago (May 29, 2026)
Price — last 12 months
research preview data19.4320.0720.72
Jun 20, 2025 Jul 2, 2026
Institutional holders
165
+8 QoQ
13F value
$1.13B
+7.0% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSCW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | Wealth advisor | 8.7M | $180.1M | 1.5% | +1.8% |
| MORGAN STANLEY | Bank broker | 4.8M | $99.8M | 0.0% | +9.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 4.4M | $91.4M | 0.0% | +20.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.3M | $67.0M | 0.0% | +8.3% |
| LPL Financial LLC | Bank broker | 2.3M | $47.3M | 0.0% | -1.4% |
| Atlantic Union Bankshares Corp | Other | 2.1M | $42.7M | 0.8% | +8.2% |
| UBS Group AG | Bank broker | 2.0M | $41.9M | 0.0% | +169.5% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | Wealth advisor | 1.9M | $39.1M | 3.4% | +2.1% |
| Invesco Ltd. | Index provider | 1.7M | $34.4M | 0.0% | +5.6% |
| MONECO ADVISORS, LLC | Wealth advisor | 1.1M | $21.8M | 1.7% | +15.1% |
| ROYAL BANK OF CANADA | Bank broker | 994.6K | $20.5M | 0.0% | +22.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 931.9K | $19.2M | 0.0% | +19.8% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 906.1K | $18.7M | 0.1% | -4.0% |
| Motley Fool Wealth Management, LLC | Other | 847.6K | $17.5M | 2.0% | -24.6% |
| Baird Financial Group, Inc. | Diversified mechanical | 781.1K | $16.1M | 0.0% | +4.2% |
| Capital Investment Counsel, LLC | Wealth advisor | 722.2K | $14.9M | 2.0% | +18.6% |
| FORONJY FINANCIAL LLC | Wealth advisor | 698.9K | $14.4M | 6.0% | +2.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 690.8K | $14.2M | 0.0% | +9.8% |
| &PARTNERS | Diversified mechanical | 675.7K | $13.9M | 0.1% | +31.3% |
| Strategic Financial Group, LLC | Wealth advisor | 672.4K | $13.8M | 14.3% | — |
| GILL CAPITAL PARTNERS, LLC | Wealth advisor | 559.5K | $11.5M | 3.3% | +1.9% |
| Clark Asset Management, LLC | Wealth advisor | 551.6K | $11.4M | 1.1% | +31.7% |
| COOKSON PEIRCE & CO INC | Other | 514.0K | $10.6M | 0.4% | +1.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 501.9K | $10.3M | 0.0% | +8.7% |
| Janney Montgomery Scott LLC | Diversified mechanical | 455.5K | $9.4M | 0.0% | +48.6% |
| Cornerstone Planning, LLC | Other | 453.4K | $9.4M | 2.1% | New |
| Lido Advisors, LLC | Wealth advisor | 408.0K | $8.4M | 0.0% | -4.9% |
| MAI Capital Management | Wealth advisor | 378.6K | $7.8M | 0.0% | +11.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 376.0K | $7.7M | 0.0% | +28.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 370.1K | $7.6M | 0.0% | +5.5% |
| Decker Wealth Management LLC | Wealth advisor | 364.9K | $7.5M | 1.7% | +4.7% |
| Marietta Wealth Management, LLC | Other | 364.4K | $7.5M | 0.9% | +5.6% |
| Asset Dedication, LLC | Wealth advisor | 358.3K | $7.4M | 0.5% | +13.0% |
| Independent Advisor Alliance | Wealth advisor | 353.2K | $7.3M | 0.1% | New |
| Modern Wealth Management, LLC | Wealth advisor | 334.4K | $6.9M | 0.1% | +0.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 299.5K | $6.2M | 0.0% | -4.0% |
| Clearstead Advisors, LLC | Wealth advisor | 292.5K | $6.0M | 0.1% | +0.8% |
| Addison Advisors LLC | Wealth advisor | 290.7K | $6.0M | 1.3% | +5.9% |
| Goepper Burkhardt LLC | Wealth advisor | 283.1K | $5.8M | 1.9% | +5.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 247.0K | $5.1M | 0.0% | +15.1% |
| BCS Wealth Management | Wealth advisor | 246.0K | $5.1M | 1.0% | -50.2% |
| NorthAvenue LLC | Wealth advisor | 232.8K | $4.8M | 3.8% | +8.8% |
| STEPHENS INC /AR/ | Diversified mechanical | 223.2K | $4.6M | 0.1% | +11.3% |
| Private Advisor Group, LLC | Wealth advisor | 205.1K | $4.2M | 0.0% | +0.5% |
| Ledgewood Wealth Advisors, LLC | Wealth advisor | 193.8K | $4.0M | 2.2% | +6.9% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 182.1K | $3.7M | 0.0% | -86.4% |
| Straight Path Wealth Management | Wealth advisor | 179.5K | $3.7M | 1.0% | +13.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 174.9K | $3.6M | 0.0% | +18.1% |
| Cetera Investment Advisers | Wealth advisor | 173.2K | $3.6M | 0.0% | +27.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 165.7K | $3.4M | 0.0% | +0.1% |
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.