INVESCO BULLETSHARES 2035 CB BSCZ
$20.49
+0.2% 52w: $19.32 – $20.68
Latest 13F among current holders filed 37 days ago (May 29, 2026)
Price — last 12 months
research preview data19.3220.0020.68
Jun 20, 2025 Jul 2, 2026
Institutional holders
63
+15 QoQ
13F value
$147.8M
+63.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSCZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.0M | $40.5M | 0.0% | +1881.8% |
| Invesco Ltd. | Index provider | 891.2K | $18.3M | 0.0% | +7.5% |
| COOKSON PEIRCE & CO INC | Other | 536.1K | $11.0M | 0.5% | -0.2% |
| LPL Financial LLC | Bank broker | 381.7K | $7.8M | 0.0% | +200.0% |
| Carolina Wealth Advisors, LLC | Other | 287.7K | $5.9M | 2.5% | -2.1% |
| GILL CAPITAL PARTNERS, LLC | Wealth advisor | 198.9K | $4.1M | 1.2% | +30.3% |
| STEPHENS INC /AR/ | Diversified mechanical | 165.8K | $3.4M | 0.0% | +139.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 153.8K | $3.2M | 0.0% | New |
| Carroll Advisory Group, LLC | Wealth advisor | 146.6K | $3.0M | 1.2% | +110.2% |
| Sanctuary Advisors, LLC | Wealth advisor | 142.7K | $2.9M | 0.0% | +1.1% |
| Clark Asset Management, LLC | Wealth advisor | 138.3K | $2.8M | 0.3% | +36.1% |
| Atria Investments, Inc | Wealth advisor | 135.4K | $2.8M | 0.0% | -2.8% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 131.2K | $2.7M | 0.0% | New |
| BCS Wealth Management | Wealth advisor | 121.7K | $2.5M | 0.5% | -47.4% |
| ROYAL BANK OF CANADA | Bank broker | 119.6K | $2.5M | 0.0% | +31.3% |
| Equitable Holdings, Inc. | Wealth advisor | 115.3K | $2.4M | 0.0% | +47.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 115.1K | $2.4M | 0.0% | +61.1% |
| JANE STREET GROUP, LLC | Market maker | 110.4K | $2.3M | 0.0% | +108.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 101.9K | $2.1M | 0.0% | -15.9% |
| MORGAN STANLEY | Bank broker | 92.7K | $1.9M | 0.0% | +8313.7% |
| Ellevest, Inc. | Wealth advisor | 89.7K | $1.8M | 0.3% | +0.4% |
| Infinity Wealth Counsel, LLC | Wealth advisor | 77.4K | $1.6M | 1.5% | +4.0% |
| Cetera Investment Advisers | Wealth advisor | 75.8K | $1.6M | 0.0% | +25.5% |
| MONECO ADVISORS, LLC | Wealth advisor | 70.1K | $1.4M | 0.1% | +113.5% |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | Other | 68.2K | $1.4M | 0.4% | +9.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 62.9K | $1.3M | 0.0% | +165.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 60.0K | $1.2M | 0.0% | New |
| Golden Reserve Retirement LLC | Wealth advisor | 51.6K | $1.1M | 0.2% | +136.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 45.3K | $930K | 0.0% | -9.5% |
| River Wealth Advisors LLC | Other | 41.9K | $860K | 0.1% | +328.4% |
| Farther Finance Advisors, LLC | Wealth advisor | 41.4K | $850K | 0.0% | New |
| NOVARE CAPITAL MANAGEMENT LLC | Other | 40.1K | $823K | 0.1% | +20.7% |
| CFG Wealth Management Services, Inc. | Wealth advisor | 37.4K | $768K | 0.7% | +35.2% |
| Ledgewood Wealth Advisors, LLC | Wealth advisor | 37.2K | $763K | 0.4% | +23.5% |
| HUB Investment Partners, LLC | Other | 37.0K | $759K | 0.0% | +13.0% |
| HighTower Advisors, LLC | Diversified mechanical | 35.4K | $727K | 0.0% | +4.2% |
| Opulen Financial Group LLC | Wealth advisor | 27.0K | $554K | 0.4% | New |
| Hobbs Group Advisors, LLC | Wealth advisor | 19.5K | $400K | 0.1% | +1.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 17.9K | $367K | 0.0% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 17.7K | $364K | 0.0% | +5.5% |
| Independence Bank of Kentucky | Other | 17.5K | $360K | 0.0% | New |
| DAVIS R M INC | Other | 16.9K | $346K | 0.0% | +15.8% |
| Legacy Wealth Partners, LLC | Wealth advisor | 16.3K | $334K | 0.1% | +2.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 16.1K | $331K | 0.0% | New |
| YANKCOM Partnership | Other | 13.4K | $275K | 0.1% | +3.7% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 13.2K | $272K | 0.0% | +10.2% |
| Kohmann Bosshard Financial Services, LLC | Wealth advisor | 11.6K | $238K | 0.0% | +26.0% |
| SAWGRASS ASSET MANAGEMENT LLC ★2 | Fundamental diversified | 11.6K | $238K | 0.0% | Held |
| Redmond Asset Management, LLC | Other | 11.3K | $231K | 0.1% | New |
| UBS Group AG | Bank broker | 10.5K | $216K | 0.0% | New |
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.