BSCT
Invesco BulletShares 2029 Corporate Bond ETF · Financial Services · Asset Management - Bonds
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.5% ·
aandelenstroom +1.1% ·
netto nieuwe posities -2.6%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 105.73K | $1.93M | n/a | n/a |
| Q2 2026 | 37 | -1 | 57.41M | $1.07B | +1 | −3 |
| Q1 2026 | 40 | +1 | 55.18M | $1.03B | +2 | −1 |
| Q4 2025 | 39 | -1 | 51.39M | $967.78M | n/a | −1 |
| Q3 2025 | 6 | +2 | 7.88M | $148.30M | +2 | n/a |
| Q2 2025 | 1 | n/a | 561 | $10,491 | n/a | n/a |
| Q3 2024 | 1 | 0 | 382.52K | $7.20M | n/a | n/a |
| Q2 2024 | 1 | n/a | 211.93K | $3.85M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.29M | +14.3% | $156.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Lido Advisors, LLC | 6.39M | n/a | $120.14M | 0.5% | n/c | 1 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 6.15M | n/a | $115.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 5.00M | n/a | $94.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 4.35M | n/a | $81.91M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Invesco Ltd. | 2.91M | n/a | $54.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 2.64M | n/a | $49.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | UBS Group AG | 2.64M | n/a | $49.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 2.16M | n/a | $40.60M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Envestnet Asset Management Inc | 1.92M | n/a | $36.18M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 1.40M | n/a | $26.35M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 1.05M | n/a | $19.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Baird Financial Group, Inc. | 887.62K | n/a | $16.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Mercer Global Advisors Inc /Adv | 878.49K | n/a | $16.55M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 848.80K | n/a | $15.99M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Focus Partners Wealth | 762.74K | n/a | $14.37M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cwm, Llc | 543.16K | n/a | $10.23M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 541.41K | n/a | $10.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Jones Financial Companies Lllp | 424.92K | n/a | $8.00M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 345.53K | n/a | $6.51M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 259.90K | n/a | $4.90M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 201.26K | n/a | $3.80M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Captrust Financial Advisors | 191.59K | n/a | $3.61M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 114.42K | -74.9% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Northwestern Mutual Wealth… | 113.81K | n/a | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 100.01K | n/a | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 69.84K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 55.49K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Brown Advisory Inc | 34.94K | n/a | $658,095 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cerity Partners LLC | 31.16K | n/a | $586,993 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 24.57K | +138.3% | $462,757 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mariner, LLC | 24.34K | n/a | $458,519 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 20.83K | +7.2% | $392,333 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Cibc World Market Inc. | 12.00K | n/a | $226,080 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 4.45K | +113.8% | $83,734 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Us Bancorp \De\ | 3.35K | n/a | $63,173 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 2.31K | n/a | $43,579 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 1.70K | n/a | $31,937 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Fifth Third Bancorp | 1.16K | n/a | $21,811 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $2.70M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 338 houders, 116.41M aandelen, $2.12B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.