Security record · archived quarter
BSCT
Invesco BulletShares 2029 Corporate Bond ETF · Financial Services · Asset Management - Bonds
40Tracked holders
+1Δ holders
55.18MShares held
$1.03BReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.6% ·
share flow +7.4% ·
net new positions +2.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | -1 | 57.50M | $1.07B | +1 | −2 |
| Q1 2026 | 40 | +1 | 55.18M | $1.03B | +2 | −1 |
| Q4 2025 | 39 | -1 | 51.39M | $967.78M | — | −1 |
| Q3 2025 | 6 | +2 | 7.88M | $148.30M | +2 | — |
| Q2 2025 | 1 | — | 561 | $10,491 | — | — |
| Q3 2024 | 1 | 0 | 382.52K | $7.20M | — | — |
| Q2 2024 | 1 | — | 211.93K | $3.85M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.94M | +7.8% | $166.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 8.94M | +7.8% | $166.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 6.85M | +11.3% | $127.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 6.85M | +11.3% | $127.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Lido Advisors, LLC | 6.35M | -0.6% | $118.43M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 6 | Lido Advisors, LLC | 6.35M | -0.6% | $118.43M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 4.75M | +9.2% | $88.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 4.72M | -5.7% | $88.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 4.72M | -5.7% | $88.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 3.49M | +32.0% | $65.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 3.49M | +32.0% | $65.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Invesco Ltd. | 3.18M | +9.3% | $59.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Invesco Ltd. | 3.18M | +9.3% | $59.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 2.57M | -2.5% | $48.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 2.45M | +13.4% | $45.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 2.45M | +13.4% | $45.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 2.13M | +10.8% | $39.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 1.55M | +11.1% | $29.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 1.45M | +38.5% | $27.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 1.45M | +38.5% | $27.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 1.45M | +38.5% | $27.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 917.45K | +3.4% | $17.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 917.45K | +3.4% | $17.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 833.75K | -1.8% | $15.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Focus Partners Wealth | 735.93K | -3.5% | $13.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 588.46K | +8.7% | $10.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 588.46K | +8.7% | $10.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 527.99K | +24.3% | $9.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cwm, Llc | 473.41K | -12.8% | $8.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cetera Investment Advisers | 456.36K | +32.1% | $8.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 356.22K | +37.1% | $6.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 339.54K | New | $6.34M | 0.0% | New | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 278.03K | +143.0% | $5.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 278.03K | +143.0% | $5.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 278.03K | +143.0% | $5.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Captrust Financial Advisors | 232.24K | +21.2% | $4.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 205.96K | New | $3.84M | 0.0% | New | 1 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 161.13K | +41.6% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Truist Financial Corp | 113.34K | +13.3% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Wealth Enhancement Advisory… | 112.92K | -43.9% | $2.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 94.46K | -89.2% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | HighTower Advisors, LLC | 79.32K | +13.6% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Creative Planning | 60.52K | +9.1% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Fifth Third Bancorp | 49.96K | +4214.2% | $932,252 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Brown Advisory Inc | 34.14K | -2.3% | $637,066 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Cerity Partners LLC | 31.16K | 0.0% | $581,551 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Mariner, LLC | 28.19K | +15.8% | $525,999 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 19.11K | -8.3% | $356,507 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Cibc World Market Inc. | 12.00K | 0.0% | $223,920 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Us Bancorp \De\ | 6.66K | +98.7% | $124,353 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Rockefeller Capital Management L.P. | 4.86K | +110.0% | $90,641 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 3.62K | -18.6% | $67,514 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 1.56K | -8.2% | $29,061 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 1.56K | -8.2% | $29,061 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $6.34M | 0.0% |
| Citadel Advisors | $3.84M | 0.0% |
Exited
| Goldman Sachs Group | $462,757 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 338 holders, 116.41M shares, $2.12B 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: Q1 2026 ·
Methodology ·
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