Invesco Bulletshares 2029 CB ETF (BSCT): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it with a median weight of 2.1%.
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: $0K (0 shares) · bought $0 and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- Kirr Marbach$12.6M2.1%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of BSCT (all 13F filers)
- Morgan Stanley9.6 MBank or trading desk+660 K
- Wells Fargo6.9 MBank or trading desk+19 K
- Lido Advisors5.8 MWealth adviser−522 K
- Raymond James Financial5.5 MWealth adviser+733 K
- LPL Financial5.4 MWealth adviser+667 K
- Clearstead Advisors3.7 MType not verified+54 K
- Bank of America3.7 MBank or trading desk+171 K
- Invesco3.6 MInvestment firm+423 K
- UBS Group2.8 MBank or trading desk+217 K
- Royal Bank of Canada2.7 MBank or trading desk+305 K
- Shares
- 9.6 M
- Change
- +660 K
See more
- Type
- Bank or trading desk
- Value
- $178M
- Shares
- 6.9 M
- Change
- +19 K
See more
- Type
- Bank or trading desk
- Value
- $128M
- Shares
- 5.8 M
- Change
- −522 K
See more
- Type
- Wealth adviser
- Value
- $108M
- Shares
- 5.5 M
- Change
- +733 K
See more
- Type
- Wealth adviser
- Value
- $101M
- Shares
- 5.4 M
- Change
- +667 K
See more
- Type
- Wealth adviser
- Value
- $101M
- Shares
- 3.7 M
- Change
- +54 K
See more
- Type
- Type not verified
- Value
- $68.1M
- Shares
- 3.7 M
- Change
- +171 K
See more
- Type
- Bank or trading desk
- Value
- $67.9M
- Shares
- 3.6 M
- Change
- +423 K
See more
- Type
- Investment firm
- Value
- $66.9M
- Shares
- 2.8 M
- Change
- +217 K
See more
- Type
- Bank or trading desk
- Value
- $51.8M
- Shares
- 2.7 M
- Change
- +305 K
See more
- Type
- Bank or trading desk
- Value
- $51.1M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗