Invesco Bulletshares 2030 CB ETF (BSCU): 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; combined they have held more shares for 2 quarters in a row (0 added, 0 trimmed). Its median weight in those portfolios is 1.9%.
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.
Accumulation: combined they have held more shares for 2 quarters in a row (0 added, 0 trimmed). It is the combined share count of those still holding it: one large buyer can outweigh many who trimmed.
Concentrated managers holding it
- Kirr Marbach$11.5M1.9%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of BSCU (all 13F filers)
- Morgan Stanley10.9 MBank or trading desk+225 K
- Aptus Capital Advisors9.4 MType not verified+163 K
- Lido Advisors8.4 MWealth adviser−78 K
- Waverly Advisors5.6 MType not verified+5.5 M
- LPL Financial5.5 MWealth adviser+423 K
- Raymond James Financial5.5 MWealth adviser+384 K
- Invesco4.7 MInvestment firm+300 K
- Clearstead Advisors3.9 MType not verified+90 K
- Wells Fargo3.5 MBank or trading desk+287 K
- Atlantic Union Bankshares3.2 MType not verified+594 K
- Shares
- 10.9 M
- Change
- +225 K
See more
- Type
- Bank or trading desk
- Value
- $182M
- Shares
- 9.4 M
- Change
- +163 K
See more
- Type
- Type not verified
- Value
- $156M
- Shares
- 8.4 M
- Change
- −78 K
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- Type
- Wealth adviser
- Value
- $139M
- Shares
- 5.6 M
- Change
- +5.5 M
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- Type
- Type not verified
- Value
- $92.8M
- Shares
- 5.5 M
- Change
- +423 K
See more
- Type
- Wealth adviser
- Value
- $92.3M
- Shares
- 5.5 M
- Change
- +384 K
See more
- Type
- Wealth adviser
- Value
- $92.1M
- Shares
- 4.7 M
- Change
- +300 K
See more
- Type
- Investment firm
- Value
- $78.3M
- Shares
- 3.9 M
- Change
- +90 K
See more
- Type
- Type not verified
- Value
- $65.1M
- Shares
- 3.5 M
- Change
- +287 K
See more
- Type
- Bank or trading desk
- Value
- $59.0M
- Shares
- 3.2 M
- Change
- +594 K
See more
- Type
- Type not verified
- Value
- $53.3M
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 ↗