Effectdossier · gearchiveerd kwartaal
BSCU
Invesco BulletShares 2030 Corporate Bond ETF · Financial Services · Asset Management - Bonds
36Gevolgde houders
-1Δ houders
49.10MGehouden aandelen
$830.60MGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.7% ·
aandelenstroom +2.8% ·
netto nieuwe posities -2.8%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder 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 | 38 | 0 | 55.33M | $920.91M | +2 | −2 |
| Q1 2026 | 39 | +3 | 53.31M | $891.31M | +3 | — |
| Q4 2025 | 36 | -1 | 49.10M | $830.60M | — | −1 |
| Q3 2025 | 6 | 0 | 8.36M | $141.26M | — | — |
| Q2 2025 | 3 | 0 | 225.43K | $3.78M | — | — |
| Q1 2025 | 2 | 0 | 102.81K | $1.71M | — | — |
| Q4 2024 | 2 | 0 | 155.35K | $2.54M | — | — |
| Q3 2024 | 2 | +1 | 82.99K | $1.41M | +1 | — |
| Q2 2024 | 1 | — | 41.26K | $670,936 | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.60M | +24.1% | $162.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Lido Advisors, LLC | 7.85M | — | $132.69M | 0.5% | n/c | 1 | SEC ↗ |
| 3 | Lido Advisors, LLC | 7.85M | — | $132.69M | 0.5% | n/c | 1 | SEC ↗ |
| 4 | Lido Advisors, LLC | 7.85M | — | $132.69M | 0.5% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 5.07M | — | $85.75M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 5.05M | — | $85.40M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 5.05M | — | $85.40M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Invesco Ltd. | 4.23M | — | $71.64M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Invesco Ltd. | 4.23M | — | $71.64M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 2.78M | — | $47.11M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 2.78M | — | $47.11M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 2.50M | — | $42.34M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 2.50M | — | $42.34M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 2.49M | — | $42.20M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 2.49M | — | $42.20M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 2.49M | — | $42.20M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 2.06M | — | $34.83M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 985.49K | — | $16.67M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 959.43K | — | $16.23M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Focus Partners Wealth | 938.68K | — | $15.88M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 758.95K | — | $12.84M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 725.92K | — | $12.28M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 692.04K | — | $11.71M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 692.04K | — | $11.71M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 692.04K | — | $11.71M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 433.39K | — | $7.33M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 351.64K | — | $5.95M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 351.64K | — | $5.95M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cetera Investment Advisers | 257.48K | — | $4.36M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Truist Financial Corp | 229.66K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Truist Financial Corp | 229.66K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Stifel Financial Corp | 216.04K | — | $3.66M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 208.15K | — | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 202.91K | — | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Captrust Financial Advisors | 168.94K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 107.20K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 56.57K | +3.5% | $957,181 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 38 | HighTower Advisors, LLC | 41.76K | — | $706,563 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Creative Planning | 34.44K | — | $582,712 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 32.88K | 0.0% | $556,330 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 19.41K | — | $328,422 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Mariner, LLC | 14.90K | — | $252,173 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 8.79K | -98.2% | $148,761 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 8.79K | -98.2% | $148,761 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Us Bancorp \De\ | 6.87K | — | $116,190 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 3.89K | +105.2% | $65,881 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 3.02K | — | $51,168 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Fifth Third Bancorp | 834 | — | $14,111 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 0 | — | $3 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $777,062 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 296 houders, 121.12M aandelen, $1.99B 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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