INVESCO BULLETSHARES 2034 CB BSCY
$20.69
+0.3% 52w: $19.50 – $20.86
Latest 13F among current holders filed 37 days ago (May 29, 2026)
Price — last 12 months
research preview data19.5020.1820.86
Jun 20, 2025 Jul 2, 2026
Institutional holders
88
+1 QoQ
13F value
$381.3M
+30.3% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSCY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | Wealth advisor | 3.5M | $71.4M | 0.6% | +98.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.7M | $55.9M | 0.0% | +7.3% |
| UBS Group AG | Bank broker | 1.3M | $26.9M | 0.0% | +2541.0% |
| LPL Financial LLC | Bank broker | 1.2M | $25.5M | 0.0% | +14.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.2M | $23.8M | 0.0% | +35.3% |
| Invesco Ltd. | Index provider | 876.4K | $18.1M | 0.0% | +5.4% |
| MORGAN STANLEY | Bank broker | 700.3K | $14.5M | 0.0% | +34.9% |
| COOKSON PEIRCE & CO INC | Other | 508.1K | $10.5M | 0.4% | +0.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 346.3K | $7.1M | 0.0% | +23.9% |
| BCS Wealth Management | Wealth advisor | 339.1K | $7.0M | 1.4% | -49.1% |
| Clark Asset Management, LLC | Wealth advisor | 323.1K | $6.7M | 0.6% | +24.0% |
| Addison Advisors LLC | Wealth advisor | 269.2K | $5.6M | 1.2% | +9.9% |
| Janney Montgomery Scott LLC | Diversified mechanical | 259.1K | $5.4M | 0.0% | New |
| Equitable Holdings, Inc. | Wealth advisor | 254.2K | $5.3M | 0.0% | -8.4% |
| GILL CAPITAL PARTNERS, LLC | Wealth advisor | 237.7K | $4.9M | 1.4% | +4.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 237.6K | $4.9M | 0.0% | +13.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 230.8K | $4.8M | 0.0% | +53.3% |
| Ledgewood Wealth Advisors, LLC | Wealth advisor | 204.2K | $4.2M | 2.4% | +1.0% |
| STEPHENS INC /AR/ | Diversified mechanical | 203.4K | $4.2M | 0.1% | +14.7% |
| Modern Wealth Management, LLC | Wealth advisor | 200.7K | $4.2M | 0.1% | +69.4% |
| MAI Capital Management | Wealth advisor | 189.8K | $3.9M | 0.0% | +35.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 161.6K | $3.3M | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 160.3K | $3.3M | 0.0% | +16.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 160.0K | $3.3M | 0.0% | +52.2% |
| Sanctuary Advisors, LLC | Wealth advisor | 149.8K | $3.1M | 0.0% | -1.5% |
| Asset Dedication, LLC | Wealth advisor | 147.0K | $3.0M | 0.2% | +35.0% |
| Atria Investments, Inc | Wealth advisor | 134.6K | $2.8M | 0.0% | -3.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 131.2K | $2.7M | 0.0% | +60.7% |
| Cetera Investment Advisers | Wealth advisor | 124.3K | $2.6M | 0.0% | +9.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 116.8K | $2.4M | 0.0% | +249.3% |
| Carroll Advisory Group, LLC | Wealth advisor | 115.3K | $2.4M | 0.9% | +41.9% |
| NorthAvenue LLC | Wealth advisor | 111.4K | $2.3M | 1.8% | +33.3% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 94.5K | $2.0M | 0.0% | +7.4% |
| Ellevest, Inc. | Wealth advisor | 92.2K | $1.9M | 0.3% | -0.3% |
| Infinity Wealth Counsel, LLC | Wealth advisor | 91.6K | $1.9M | 1.7% | +2.1% |
| MONECO ADVISORS, LLC | Wealth advisor | 86.0K | $1.8M | 0.1% | -0.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 79.1K | $1.6M | 0.0% | +109.0% |
| NOVARE CAPITAL MANAGEMENT LLC | Other | 73.9K | $1.5M | 0.1% | +4.9% |
| River Wealth Advisors LLC | Other | 73.4K | $1.5M | 0.2% | +107.1% |
| HUB Investment Partners, LLC | Other | 72.1K | $1.5M | 0.0% | +6.4% |
| Private Advisor Group, LLC | Wealth advisor | 68.7K | $1.4M | 0.0% | +3.3% |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | Other | 68.0K | $1.4M | 0.4% | +9.6% |
| Farnam Financial LLC | Wealth advisor | 62.8K | $1.3M | 1.1% | +12.0% |
| Independent Advisor Alliance | Wealth advisor | 58.5K | $1.2M | 0.0% | New |
| Golden Reserve Retirement LLC | Wealth advisor | 51.6K | $1.1M | 0.2% | +138.9% |
| G2 CAPITAL MANAGEMENT, LLC / OH | Wealth advisor | 49.3K | $1.0M | 0.2% | +1.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 47.1K | $975K | 0.0% | -9.8% |
| SAWGRASS ASSET MANAGEMENT LLC ★2 | Fundamental diversified | 46.9K | $970K | 0.1% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 41.0K | $850K | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 39.6K | $821K | 0.0% | +8.3% |
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.