Invesco Bulletshares 2031 CB ETF (BSCV): 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 1.3%.
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$8.0M1.3%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of BSCV (all 13F filers)
- Aptus Capital Advisors10.8 MType not verified+189 K
- Morgan Stanley7.7 MBank or trading desk+622 K
- Raymond James Financial4.3 MWealth adviser+337 K
- LPL Financial3.5 MWealth adviser+902 K
- Atlantic Union Bankshares3.1 MType not verified+629 K
- Invesco2.4 MInvestment firm+327 K
- Avior Wealth Management2.4 MWealth adviser−288 K
- Hengehold Capital Management2.4 MType not verified+147 K
- Wells Fargo2.2 MBank or trading desk+172 K
- Bank of America2.2 MBank or trading desk+132 K
- Shares
- 10.8 M
- Change
- +189 K
See more
- Type
- Type not verified
- Value
- $177M
- Shares
- 7.7 M
- Change
- +622 K
See more
- Type
- Bank or trading desk
- Value
- $126M
- Shares
- 4.3 M
- Change
- +337 K
See more
- Type
- Wealth adviser
- Value
- $70.3M
- Shares
- 3.5 M
- Change
- +902 K
See more
- Type
- Wealth adviser
- Value
- $57.5M
- Shares
- 3.1 M
- Change
- +629 K
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- Type
- Type not verified
- Value
- $50.3M
- Shares
- 2.4 M
- Change
- +327 K
See more
- Type
- Investment firm
- Value
- $40.1M
- Shares
- 2.4 M
- Change
- −288 K
See more
- Type
- Wealth adviser
- Value
- $39.3M
- Shares
- 2.4 M
- Change
- +147 K
See more
- Type
- Type not verified
- Value
- $39.2M
- Shares
- 2.2 M
- Change
- +172 K
See more
- Type
- Bank or trading desk
- Value
- $35.8M
- Shares
- 2.2 M
- Change
- +132 K
See more
- Type
- Bank or trading desk
- Value
- $35.7M
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 ↗