Effectdossier · gearchiveerd kwartaal
BSCS
Invesco BulletShares 2028 Corporate Bond ETF · Financial Services · Asset Management - Bonds
41Gevolgde houders
+1Δ houders
57.52MGehouden aandelen
$1.18BGerapporteerde waarde
+1Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.5% ·
aandelenstroom +0.1% ·
netto nieuwe posities +2.4%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | -1 | 63.16M | $1.29B | +4 | −5 |
| 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 | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.63M | +8.4% | $177.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 8.63M | +8.4% | $177.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 7.83M | — | $161.26M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 7.83M | — | $161.26M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 7.28M | — | $150.05M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 6.26M | — | $129.03M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 6.26M | — | $129.03M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Lido Advisors, LLC | 5.34M | — | $109.90M | 0.4% | n/c | 1 | SEC ↗ |
| 9 | Lido Advisors, LLC | 5.34M | — | $109.90M | 0.4% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 3.71M | — | $76.52M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 3.71M | — | $76.52M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 3.71M | — | $76.52M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 3.69M | — | $76.01M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 3.69M | — | $76.01M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Invesco Ltd. | 3.29M | — | $67.79M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 1.70M | — | $35.11M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 1.70M | — | $35.11M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 1.09M | — | $22.45M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 1.09M | — | $22.45M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 1.09M | — | $22.45M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 1.08M | — | $22.33M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 1.01M | — | $20.84M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 910.95K | — | $18.77M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 910.95K | — | $18.77M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 872.28K | — | $17.97M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 866.23K | — | $17.84M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Captrust Financial Advisors | 634.03K | — | $13.06M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 474.94K | — | $9.78M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Focus Partners Wealth | 471.50K | — | $9.71M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 461.32K | — | $9.50M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 402.83K | — | $8.30M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cetera Investment Advisers | 381.27K | — | $7.85M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 200.68K | — | $4.14M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 192.06K | — | $3.96M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 181.91K | — | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 117.72K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Creative Planning | 86.78K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Truist Financial Corp | 80.39K | — | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Jane Street Group, Llc | 49.92K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Mariner, LLC | 44.88K | — | $924,528 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Mariner, LLC | 44.88K | — | $924,528 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Franklin Resources Inc | 37.96K | — | $781,997 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Brown Advisory Inc | 36.66K | — | $755,196 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 27.35K | — | $563,366 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Cibc World Market Inc. | 14.50K | — | $298,700 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Goldman Sachs Group ✦ | 12.14K | Nieuw | $250,166 | 0.0% | New | 1 | SEC ↗ |
| 47 | Cerity Partners LLC | 11.47K | — | $236,385 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 7.13K | -98.9% | $146,940 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 3.88K | +14.4% | $79,971 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Us Bancorp \De\ | 3.30K | — | $67,918 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Us Bancorp \De\ | 3.30K | — | $67,918 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Fifth Third Bancorp | 2.24K | — | $46,123 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 2.06K | — | $42,505 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 1.49K | — | $30,670 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $250,166 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 383 houders, 128.60M aandelen, $2.58B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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