Effectdossier
BSCT
Invesco BulletShares 2029 Corporate Bond ETF · Financial Services · Asset Management - Bonds
38Gevolgde houders
-1Δ houders
57.50MGehouden aandelen
$1.07BGerapporteerde waarde
+1Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.6% ·
aandelenstroom +5.1% ·
netto nieuwe posities -2.6%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.60M | +7.4% | $178.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 9.60M | +7.4% | $178.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 9.60M | +7.4% | $178.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 6.87M | +0.3% | $127.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 6.87M | +0.3% | $127.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Lido Advisors, LLC | 5.82M | -8.2% | $108.20M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 7 | Lido Advisors, LLC | 5.82M | -8.2% | $108.20M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 5.45M | +15.6% | $101.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 5.45M | +15.6% | $101.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 5.42M | +14.1% | $100.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 3.66M | +4.9% | $67.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 3.66M | +4.9% | $67.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Invesco Ltd. | 3.60M | +13.3% | $66.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Invesco Ltd. | 3.60M | +13.3% | $66.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 2.79M | +8.4% | $51.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 2.75M | +12.5% | $51.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 2.75M | +12.5% | $51.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 2.27M | +7.0% | $42.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 1.57M | +1.3% | $29.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 1.46M | +0.6% | $27.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 1.46M | +0.6% | $27.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 1.46M | +0.6% | $27.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 1.20M | +30.4% | $22.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 1.20M | +30.4% | $22.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 1.04M | +24.8% | $19.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 668.41K | +13.6% | $12.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 668.41K | +13.6% | $12.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 658.47K | +24.7% | $12.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 646.23K | +41.6% | $12.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 376.91K | +5.8% | $7.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Captrust Financial Advisors | 299.74K | +29.1% | $5.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Truist Financial Corp | 277.63K | +145.0% | $5.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 197.44K | +22.5% | $3.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 176.13K | -14.5% | $3.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 145.35K | -47.7% | $2.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 145.35K | -47.7% | $2.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 145.35K | -47.7% | $2.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 106.49K | -5.7% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 90.24K | +13.8% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 78.60K | -16.8% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Fifth Third Bancorp | 52.05K | +4.2% | $966,776 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Creative Planning | 47.94K | -20.8% | $890,406 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Mariner, LLC | 44.43K | +57.6% | $825,328 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Mariner, LLC | 44.43K | +57.6% | $825,328 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Jane Street Group, Llc | 31.04K | Nieuw | $576,494 | 0.0% | New | 1 | SEC ↗ |
| 46 | Cerity Partners LLC | 30.00K | -3.7% | $557,250 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Brown Advisory Inc | 23.94K | -29.9% | $444,648 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 19.11K | 0.0% | $354,875 | 0.0% | Held | 4 | SEC ↗ |
| 49 | Cibc World Market Inc. | 12.00K | 0.0% | $222,900 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Us Bancorp \De\ | 6.66K | 0.0% | $123,784 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 2.52K | -30.2% | $46,902 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 2.05K | +31.9% | $38,126 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 869 | -82.1% | $16,149 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Jane Street Group, Llc | $576,494 | 0.0% |
Verlaten
| Focus Partners Wealth | $13.73M | was 0.0% |
| Susquehanna International… | $6.34M | 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.
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: Q2 2026 ·
Methodologie ·
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