INVESCO BULLETSHARES 2033 CB BSCX
$21.07
+0.2% 52w: $19.96 – $21.29
Latest 13F among current holders filed 37 days ago (May 29, 2026)
Price — last 12 months
research preview data19.9620.6221.29
Jun 20, 2025 Jul 2, 2026
Institutional holders
118
+11 QoQ
13F value
$690.8M
+5.4% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSCX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | Wealth advisor | 7.0M | $148.1M | 1.2% | +1.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.2M | $68.3M | 0.0% | +6.6% |
| Clearstead Advisors, LLC | Wealth advisor | 2.7M | $56.3M | 0.5% | +8.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.5M | $52.8M | 0.0% | +3.8% |
| LPL Financial LLC | Bank broker | 2.0M | $42.4M | 0.0% | +9.3% |
| MORGAN STANLEY | Bank broker | 1.9M | $40.3M | 0.0% | +12.2% |
| Invesco Ltd. | Index provider | 861.6K | $18.2M | 0.0% | +5.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 829.3K | $17.5M | 0.0% | +18.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 629.9K | $13.3M | 0.0% | +231.4% |
| Motley Fool Wealth Management, LLC | Other | 543.5K | $11.5M | 1.3% | -18.3% |
| Baird Financial Group, Inc. | Diversified mechanical | 530.7K | $11.2M | 0.0% | +13.8% |
| COOKSON PEIRCE & CO INC | Other | 496.3K | $10.5M | 0.4% | +0.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 493.7K | $10.3M | 0.0% | +15.9% |
| Parkway Wealth Management Group, LLC | Wealth advisor | 475.9K | $10.1M | 1.3% | +10.2% |
| BCS Wealth Management | Wealth advisor | 432.8K | $9.2M | 1.9% | -50.5% |
| Clark Asset Management, LLC | Wealth advisor | 423.0K | $8.9M | 0.8% | +20.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 414.4K | $8.8M | 0.0% | +13.0% |
| ROYAL BANK OF CANADA | Bank broker | 383.3K | $8.1M | 0.0% | +94.4% |
| Modern Wealth Management, LLC | Wealth advisor | 337.1K | $7.1M | 0.1% | +1.4% |
| Equitable Holdings, Inc. | Wealth advisor | 313.4K | $6.7M | 0.0% | -3.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 268.3K | $5.7M | 0.0% | +19.0% |
| Asset Dedication, LLC | Wealth advisor | 267.4K | $5.7M | 0.4% | +18.8% |
| Addison Advisors LLC | Wealth advisor | 265.9K | $5.6M | 1.2% | +6.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 237.4K | $5.0M | 0.0% | +10.3% |
| NorthCrest Asset Manangement, LLC | Other | 211.7K | $4.5M | 0.1% | -12.8% |
| NorthAvenue LLC | Wealth advisor | 208.3K | $4.4M | 3.5% | +17.0% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 205.5K | $4.3M | 0.1% | -27.9% |
| NOTTINGHAM ADVISORS, INC. | Wealth advisor | 205.0K | $4.3M | 0.6% | +8.4% |
| STEPHENS INC /AR/ | Diversified mechanical | 201.8K | $4.3M | 0.1% | +16.1% |
| Ledgewood Wealth Advisors, LLC | Wealth advisor | 193.2K | $4.1M | 2.3% | +6.6% |
| JANE STREET GROUP, LLC | Market maker | 188.0K | $4.0M | 0.0% | New |
| Lido Advisors, LLC | Wealth advisor | 164.3K | $3.5M | 0.0% | -9.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 154.3K | $3.3M | 0.0% | -1.1% |
| VIRTUE ASSET MANAGEMENT LLC | Other | 152.9K | $3.2M | 2.6% | +28.2% |
| Atria Investments, Inc | Wealth advisor | 131.9K | $2.8M | 0.0% | -3.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 128.2K | $2.7M | 0.0% | +71.7% |
| Cetera Investment Advisers | Wealth advisor | 126.6K | $2.7M | 0.0% | +14.8% |
| Infinity Wealth Counsel, LLC | Wealth advisor | 124.4K | $2.6M | 2.4% | +1.2% |
| Carroll Advisory Group, LLC | Wealth advisor | 113.6K | $2.4M | 0.9% | +37.2% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 110.3K | $2.3M | 0.0% | New |
| NOVARE CAPITAL MANAGEMENT LLC | Other | 108.6K | $2.3M | 0.2% | +3.9% |
| MAI Capital Management | Wealth advisor | 106.0K | $2.2M | 0.0% | +130.0% |
| Avior Wealth Management, LLC | Wealth advisor | 105.8K | $2.2M | 0.1% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 97.2K | $2.1M | 0.0% | -7.9% |
| HUB Investment Partners, LLC | Other | 93.3K | $2.0M | 0.0% | +1.5% |
| Farnam Financial LLC | Wealth advisor | 93.0K | $2.0M | 1.6% | +14.1% |
| UBS Group AG | Bank broker | 92.7K | $2.0M | 0.0% | +19.6% |
| AA Financial Advisors, LLC | Wealth advisor | 92.5K | $2.0M | 0.3% | -24.5% |
| Ellevest, Inc. | Wealth advisor | 90.8K | $1.9M | 0.3% | -0.5% |
| River Wealth Advisors LLC | Other | 84.0K | $1.8M | 0.2% | +44.5% |
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.