Security record · archived quarter
BSCS
Invesco BulletShares 2028 Corporate Bond ETF · Financial Services · Asset Management - Bonds
41Tracked holders
+1Δ holders
57.52MShares held
$1.18BReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.5% ·
share flow +0.1% ·
net new positions +2.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | -1 | 63.05M | $1.28B | +4 | −6 |
| Q1 2026 | 41 | 0 | 61.42M | $1.25B | +3 | −3 |
| Q4 2025 | 41 | +1 | 57.52M | $1.18B | +1 | — |
| Q3 2025 | 3 | -1 | 8.62M | $177.37M | — | −1 |
| Q2 2025 | 2 | 0 | 665.80K | $13.64M | — | — |
| Q1 2025 | 1 | 0 | 53.98K | $1.10M | — | — |
| Q4 2024 | 1 | 0 | 109.18K | $2.20M | — | — |
| Q3 2024 | 1 | 0 | 21.49K | $441,855 | +1 | −1 |
| Q2 2024 | 1 | — | 98.09K | $1.96M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.63M | +8.4% | $177.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 7.83M | — | $161.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 7.28M | — | $150.05M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 6.26M | — | $129.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Lido Advisors, LLC | 5.34M | — | $109.90M | 0.4% | n/c | 1 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 3.71M | — | $76.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | UBS Group AG | 3.69M | — | $76.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Invesco Ltd. | 3.29M | — | $67.79M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 1.70M | — | $35.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 1.09M | — | $22.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Envestnet Asset Management Inc | 1.08M | — | $22.33M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 1.01M | — | $20.84M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 910.95K | — | $18.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Baird Financial Group, Inc. | 872.28K | — | $17.97M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 866.23K | — | $17.84M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 634.03K | — | $13.06M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 474.94K | — | $9.78M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Focus Partners Wealth | 471.50K | — | $9.71M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 461.32K | — | $9.50M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 402.83K | — | $8.30M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 381.27K | — | $7.85M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 200.68K | — | $4.14M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 192.06K | — | $3.96M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 181.91K | — | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 117.72K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Creative Planning | 86.78K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 80.39K | — | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jane Street Group, Llc | 49.92K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mariner, LLC | 44.88K | — | $924,528 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Franklin Resources Inc | 37.96K | — | $781,997 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Brown Advisory Inc | 36.66K | — | $755,196 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 27.35K | — | $563,366 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cibc World Market Inc. | 14.50K | — | $298,700 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 12.14K | New | $250,166 | 0.0% | New | 1 | SEC ↗ |
| 35 | Cerity Partners LLC | 11.47K | — | $236,385 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 7.13K | -98.9% | $146,940 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 3.88K | +14.4% | $79,971 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Us Bancorp \De\ | 3.30K | — | $67,918 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Fifth Third Bancorp | 2.24K | — | $46,123 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 2.06K | — | $42,505 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 1.49K | — | $30,670 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $250,166 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 383 holders, 128.60M shares, $2.58B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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