BSCT institutional holders

Invesco BulletShares 2029 Corporate Bond ETF · 364 reporting institutions · $2.2B reported value

Funds that can replace BSCT · BSCT return decomposition

Institutional holdings

Institutions reporting BSCT, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$178.3M23,1852026-06-30
Wells Fargo & Company/mn$127.6M02026-06-30
Lido Advisors, LLC$108.2M3202026-06-30
Raymond James Financial Inc$101.2M02026-06-30
Lpl Financial LLC$100.6M23,4582026-06-30
Clearstead; Clearstead Advisory Solutions$68.1M642026-06-30
Bank of America Corp /de$67.9M02026-06-30
Invesco Ltd.$66.9M02026-06-30
UBS Group AG$51.8M02026-06-30
Royal Bank of Canada$51.1M02026-06-30
Avior Wealth Management, LLC$43.8M692026-06-30
Mai Capital Management$42.6M3082026-06-30
Manchester Financial Inc$42.3M112026-06-30
Envestnet Pmc$42.3M602026-06-30
Tlwm$29.7M102026-06-30
Stifel Financial Corp$29.2M02026-06-30
Riverfront Investment Group, LLC$27.4M302026-06-30
Osaic Holdings, Inc.$27.1M02026-06-30
Moneco Advisors, LLC$27M502026-06-30
Clark Asset Management, LLC$26.1M72026-06-30
Davis R M Inc$23M222026-06-30
Atlantic Union Bankshares Corp$22.9M02026-06-30
Brookstone Capital Management$22.6M3372026-06-30
Baird Financial Group, Inc.$22.2M02026-06-30
Anchor Investment Management, LLC$21.3M62026-03-31
Hills Bank & Trust Co$19.4M02026-06-30
MML Investors Services, LLC$19.3M5,1202026-06-30
Headland Capital, LLC$19M102026-06-30
Capital Investment Counsel, LLC$17.7M52026-06-30
Kestra Advisory Services, LLC$16.7M1,4792026-06-30
Shufro Rose & Co LLC$16.2M122026-06-30
Newedge Advisors$14.7M6012026-06-30
Goepper Burkhardt LLC$13.8M32026-06-30
Asset Dedication, LLC$12.7M112026-06-30
Kirr Marbach & Co LLC /in$12.6M02026-06-30
Ameriprise Financial Inc$12.4M02026-06-30
Gill Capital Partners$12.2M102026-06-30
Jones Financial Companies LLLP$12.2M02026-06-30
Cetera Investment Advisers$12M10,3702026-06-30
Carrera Capital Advisors$11.5M92026-06-30
Cornerstone Planning, LLC$11.3M112026-06-30
Straight Path Wealth Management$11.1M102026-06-30
Cookson Peirce Wealth Management$11.1M232026-06-30
Gpm Growth Investors, Inc.$10.8M52026-06-30
Corevision Financial Group$10.7M102026-06-30
The Salvetti Group$10.6M62026-06-30
First International Bank of Israel Ltd.$10M02026-06-30
Hub Investment Partners, LLC$9M1182026-06-30
Cwm, LLC$8.8M6672026-03-31
Sound Stewardship, LLC$8.5M92026-06-30
Vishria Bird Financial Group, LLC$8.3M02025-09-30
Colonial Trust Advisors$8.1M152026-06-30
Advisors Capital Management, LLC$8M592026-06-30
Kathmere Capital Management, LLC$7.9M172026-06-30
Provise Management Group, LLC$7.8M192026-06-30
Marietta Wealth Management, LLC$7.7M82026-06-30
Paradiem, LLC$7.7M82026-06-30
&partners$7.7M5552026-06-30
Ledgewood Wealth Advisors, LLC$7.5M22026-06-30
Carnegie Investment Counsel$7M372026-06-30
Commonwealth Equity Services, LLC$7M2,8632026-06-30
Carroll Advisory Group, LLC$7M42026-06-30
Arax Advisory Partners$6.6M2322026-06-30
Carmel Capital Partners, LLC$6.5M82026-06-30
Hcm Wealth Advisors$6.5M92026-06-30
Sfe Investment Counsel$6.4M102026-06-30
Financial Solutions Advisory Group$6.3M82026-06-30
Sanctuary Advisors, LLC$6.2M4012026-06-30
Parr McKnight Wealth Management Group, LLC$6.2M102026-06-30
Mgo One Seven LLC$6.2M1182026-06-30
Decker Wealth Management LLC$6.2M72026-06-30
Amj Financial Wealth Management$6.1M172026-06-30
Aa Financial Advisors, LLC$6.1M122026-06-30
Beacon Pointe Advisors, LLC$6M4662026-06-30
Odyssey Group, LLC$5.9M42026-06-30
Morton Community Bank$5.9M02026-06-30
Wilkins Miller Wealth Management, LLC$5.9M22026-06-30
Bcs Wealth Management, LLC$5.7M82026-06-30
Howard Wealth Management, LLC$5.6M22026-06-30
Captrust Financial Advisors$5.6M9622026-06-30
Red Spruce Capital, LLC$5.5M42026-06-30
Farnam Financial$5.5M32026-06-30
Truist Financial Corp$5.2M02026-06-30
Integrated Wealth Concepts LLC$5M4802026-06-30
Northavenue LLC$5M32026-06-30
Gladstone Institutional Advisory LLC$5M1082026-06-30
Webster Bank, N. A.$5M02026-06-30
Kintra Wealth, LLC$4.9M472026-06-30
Equitable Holdings, Inc.$4.7M02026-06-30
Fca Corp /tx$4.6M122026-06-30
Trilogy Capital, Inc.$4.6M722026-06-30
Colonial Trust Co / Sc$4.3M02026-06-30
Horizons Wealth Management$4.3M32026-03-31
Parisi Gray Wealth Management, LLC$4.2M22026-06-30
Geneos Wealth Management, Inc.$4.2M1932026-06-30
Private Advisor Group, LLC$4.1M9272026-06-30
Seed. Planning Group LLC$4.1M02026-06-30
Laurel Wealth Advisors LLC$4.1M62026-06-30
Apollon Wealth Management, LLC$4M1512026-06-30
Novare Capital Management LLC$4M182026-06-30
Coastline Complete Wealth LLC$3.9M22026-03-31
Prospera Financial Services, Inc.$3.7M2702026-06-30
Infinity Wealth Counsel, LLC$3.7M22026-06-30
Aptus Capital Advisors, LLC$3.7M212026-06-30
Northwestern Mutual Wealth Management Co$3.7M02026-06-30
Stephens Inc /ar$3.6M2432026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$3.5M02026-06-30
Pacific Wealth Strategies Group, Inc.$3.4M32026-06-30
Old Port Advisors$3.3M112026-06-30
Citadel Advisors LLC$3.3M02026-06-30
Opulen Financial Group LLC$3.3M02026-06-30
Atria Investments, Inc$3.1M62026-06-30
Guardian Wealth Advisors, LLC / Nc$3M332026-06-30
Savvy Advisors, Inc.$3M2142026-06-30
Marble Trail Advisors$2.9M42026-06-30
Ironwood Financial, LLC$2.8M82026-06-30
Alphastar Capital Management, LLC$2.8M1572026-06-30
Silverlake Wealth Management LLC$2.7M92026-06-30
Jpmorgan Chase & Co$2.7M02026-06-30
Ellevest, Inc.$2.6M132026-06-30
Heritage Trust Co$2.6M02026-06-30
Oliver Luxxe Assets LLC$2.6M52026-06-30
Milestones Private Investment Advisors LLC$2.5M22026-06-30
Huntington National Bank$2.5M02026-06-30
Livet Wealth, LLC$2.4M32026-06-30
Vestgen Advisors, LLC$2.4M582026-06-30
Fourpath Capital Management, LLC$2.3M72026-06-30
Cra Financial Services, LLC$2.3M122026-06-30
Sigma Planning Corp$2.1M4742026-06-30
True Vision Mn LLC$2.1M02026-03-31
Wealth Enhancement Advisory Services, LLC$2M1,0262026-06-30
Great Path Planning$1.9M22026-06-30
Wagner Wealth Management, Corp.$1.9M32026-06-30
Legacy Wealth Management, LLC / Ms$1.8M02026-06-30
Oder Investment Management, LLC$1.8M52026-06-30
Hightower Advisors, LLC$1.7M1,0462026-06-30
G2 Capital Management, LLC / Oh$1.6M02026-06-30
Hennion & Walsh Asset Management, Inc.$1.6M712026-06-30
B&C Financial Advisors$1.6M92026-06-30
J.W. Cole Advisors, Inc.$1.6M4992026-06-30
Arborfi Advisors, LLC$1.5M22026-06-30
Tempo Wealth$1.5M72026-06-30
Everpar Advisors LLC$1.5M102026-06-30
Mercer Global Advisors Inc /adv$1.5M02026-06-30
Kestra Private Wealth Services, LLC$1.5M2062026-06-30
Continuum Wealth Advisors, LLC$1.5M62026-06-30
River Wealth Advisors LLC$1.4M162026-06-30
Sawgrass Asset Management LLC$1.4M92026-06-30
The Goff Financial Group$1.4M22026-06-30
Vista Investment Management$1.4M42026-06-30
Evexia Wealth, LLC$1.4M82026-06-30
Financially In Tune, LLC$1.3M02026-03-31
Meridian Financial Partners LLC$1.3M52026-06-30
Wingate Wealth Advisors, Inc.$1.3M152026-06-30
Independence Bank of Kentucky$1.2M02026-06-30
Bluespring Wealth Management, LLC$1.2M502026-06-30
Unified Investment Management$1.2M22026-06-30
Whitener Capital Management, Inc.$1.2M52026-06-30
Kohmann Bosshard Financial Services, Llc.$1.2M32026-06-30
Towne Trust Company, N.A$1.1M02026-06-30
Segment Wealth Management, LLC$1.1M32026-06-30
Leo Wealth, LLC$1.1M152026-03-31
Keybank National Association/oh$1.1M02026-06-30
Harbour Investments, Inc.$1M2472026-06-30
Apella Capital, LLC$1M1042026-06-30
Redwood Financial Network Corp$1M82026-06-30
Hanover Advisors Inc$999.8K22026-06-30
Parallel Advisors, LLC$969K752026-06-30
Fifth Third Bancorp$966.8K02026-06-30
Cordatus Wealth Management LLC$962.1K62026-06-30
Redmond Asset Management, LLC$957.6K22026-06-30
Western Financial Corp/ca$948.1K32026-06-30
Comerica Bank$947.7K02025-12-31
Mission Wealth Management, LP$941.7K1382026-06-30
Sjs Investment Services$933.3K192026-06-30
Sax Wealth Advisors, LLC$897.2K422026-06-30
Rpg Family Wealth Advisory, LLC$895.9K132026-03-31
Golden Reserve Retirement LLC$891.1K282026-06-30
4thought Financial Group Inc.$890.9K52026-06-30
Creative Planning$890.4K1,1712026-06-30
Ep Wealth Advisors, LLC$849K3382026-06-30
City Holding Co$838.4K02026-06-30
Allworth Financial, LP$826.8K3172026-06-30
Mariner, LLC$825.3K02026-06-30
Cypress Wealth Services, LLC$812.4K142026-06-30
Aim Capital$792.2K22026-06-30
Concurrent Investment Advisors, LLC$784.1K3492026-06-30
Newport Capital Group, LLC$776.4K02026-06-30
First Command Advisory Services$765.3K1,0122026-06-30
Kickstand Ventures, Llc.$764.5K62026-06-30
Ima Advisory Services, Inc.$754.3K482026-06-30
Kingsview Wealth Management, LLC$746.5K1152026-06-30
Key Financial, Inc.$720.8K82026-06-30
Vantage Point Financial LLC$709.7K162026-06-30
Jm2 Capital Inc.$697.4K32026-06-30
Coordinated Financial Services, Inc.$694.1K02026-03-31
Aprio Wealth Management, LLC$690.1K362026-06-30
Private Trust Co NA$683.9K02026-06-30
Roundview Capital, LLC$679.8K52026-06-30
Accurate Wealth Management, LLC$679.2K492026-06-30
Allen Capital Group, LLC$676.5K222026-06-30
Steward Partners Investment Advisory, LLC$667.1K4812026-06-30
Hobbs Group Advisors LLC$663.6K72026-06-30
Sowell Financial Services LLC$639.4K1082026-06-30
Hb Wealth Management, LLC$635.7K1692026-06-30
Genesis Wealth Advisors, LLC$600.9K62026-06-30
Goodman Financial Corp$587.6K192026-06-30
Principal Securities, Inc.$579.7K1,4632026-06-30
Jane Street Group, LLC$576.5K02026-06-30
Xy Planning Network, Inc.$573.9K02026-06-30
Wealth Quarterback LLC$566.3K52026-06-30
United Capital Financial Advisors, LLC$559.9K1662026-06-30
Cerity Partners LLC$557.3K7772026-06-30
Insight Wealth Partners, LLC$551.3K152026-06-30
Axxcess Wealth Management, LLC$548.6K382026-06-30
Apeiron RIA LLC$541K112026-06-30
Axis Wealth Partners, LLC$535.1K72026-06-30
Kessler Investment Group, LLC$517.9K32026-06-30
Foundations Investment Advisors, LLC$515K3022026-06-30
First Horizon Corp$507.3K02026-06-30
Wedmont Private Capital$494.6K122026-06-30
Waverly Advisors, LLC$480.6K2312026-06-30
Sensible Money, LLC$475K132026-06-30
Focus Partners Advisor Solutions, LLC$457K422026-06-30
Strategic Family Wealth Counselors, LLC$444.7K42026-06-30
Brown Advisory Inc$444.6K02026-06-30
Summit Financial, LLC$428.2K2292026-06-30
World Equity Group, Inc.$427.6K562026-06-30
Stratos Wealth Partners, Ltd.$427.4K3862026-06-30
Net Worth Advisory Group, LLC$424.3K152026-06-30
Redhawk Wealth Advisors, Inc.$423.4K432026-06-30
Brown Financial Advisory$422.2K62026-06-30
Koss-Olinger Consulting, LLC$420.5K182026-06-30
Wealthcare Advisory Partners LLC$419.1K1702026-06-30
Global Wealth Strategies & Associates$418.1K112026-06-30
Farther Finance Advisors, LLC$417.8K3342026-06-30
Western Wealth Management, LLC$415.2K1122026-06-30
Pinnacle Financial Group, LLC / Il$393K42026-06-30
Capital Investment Advisors, LLC$387.4K592026-06-30
Montag$387K92026-06-30
Sterling Financial Group, Inc.$385.1K02025-09-30
Independent Financial Group, LLC$367.8K4812026-06-30
Davenport & Co LLC$361.9K3392026-06-30
Meriwether Wealth & Planning, LLC$357.9K52026-06-30
Aqr Capital Management LLC$354.9K12026-06-30
Virtue Asset Management LLC$353.7K32026-06-30
Berger Financial Group, Inc$346.6K512026-06-30
Lasalle St. Investment Advisors, LLC$344.5K1612026-06-30
Pinnacle Bancorp, Inc.$339K02026-06-30
Yankcom Partnership$333.9K02026-06-30

The 250 largest of 364 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30