BSCY institutional holders

Invesco BulletShares 2034 Corporate Bond ETF · 98 reporting institutions · $410.9M reported value

Funds that can replace BSCY · BSCY return decomposition

Institutional holdings

Institutions reporting BSCY, largest first
InstitutionReported positionAdvisors at firmReport period
Aptus Capital Advisors, LLC$72.6M212026-06-30
Raymond James Financial Inc$59.4M02026-06-30
Lpl Financial LLC$29.2M23,4582026-06-30
UBS Group AG$27.4M02026-06-30
Wells Fargo & Company/mn$24.7M02026-06-30
Invesco Ltd.$19.2M02026-06-30
Cookson Peirce Wealth Management$10.8M232026-06-30
Morgan Stanley$8.7M23,1852026-06-30
Clark Asset Management, LLC$8.4M72026-06-30
Jones Financial Companies LLLP$8M02026-06-30
Citadel Advisors LLC$7.5M02026-06-30
Bcs Wealth Management, LLC$7.2M82026-06-30
Detterbeck Wealth Management$6.6M22026-06-30
Modern Wealth Management, LLC$6.5M1612026-06-30
Jane Street Group, LLC$6.1M02026-06-30
Bank of America Corp /de$5.3M02026-06-30
Gill Capital Partners$5.1M102026-06-30
Northwestern Mutual Wealth Management Co$5.1M02026-06-30
Equitable Holdings, Inc.$5M02026-06-30
Mai Capital Management$4.7M3082026-06-30
Stephens Inc /ar$4.5M2432026-06-30
Osaic Holdings, Inc.$4.3M02026-06-30
Royal Bank of Canada$3.9M02026-06-30
Asset Dedication, LLC$3.8M112026-06-30
Envestnet Pmc$3.4M602026-06-30
Cetera Investment Advisers$3.3M10,3702026-06-30
Truist Financial Corp$2.9M02026-06-30
Marble Trail Advisors$2.9M42026-06-30
Northavenue LLC$2.9M32026-06-30
Savvy Advisors, Inc.$2.8M2142026-06-30
Carroll Advisory Group, LLC$2.5M42026-06-30
Leclair Wealth Partners LLC$2.5M42026-06-30
Infinity Wealth Counsel, LLC$2.2M22026-06-30
Ellevest, Inc.$2M132026-06-30
Ameriprise Financial Inc$1.9M02026-06-30
Moneco Advisors, LLC$1.8M502026-06-30
Novare Capital Management LLC$1.8M182026-06-30
Hub Investment Partners, LLC$1.6M1182026-06-30
B&C Financial Advisors$1.5M92026-06-30
River Wealth Advisors LLC$1.5M162026-06-30
Golden Reserve Retirement LLC$1.5M282026-06-30
Private Advisor Group, LLC$1.4M9272026-06-30
MML Investors Services, LLC$1.4M5,1202026-06-30
Farnam Financial$1.3M32026-06-30
Rockefeller Capital Management LP$1.1M3462026-06-30
Atria Investments, Inc$1.1M62026-06-30
G2 Capital Management, LLC / Oh$1M02026-06-30
Lido Advisors, LLC$995.2K3202026-06-30
Sawgrass Asset Management LLC$979.1K92026-06-30
J.W. Cole Advisors, Inc.$971.1K4992026-06-30
Fca Corp /tx$954.4K122026-06-30
Davis R M Inc$903.5K222026-06-30
Avior Wealth Management, LLC$873K692026-06-30
Commonwealth Equity Services, LLC$868.9K2,8632026-06-30
Farther Finance Advisors, LLC$866.2K3342026-06-30
Independence Bank of Kentucky$815.5K02026-06-30
Huntington National Bank$728.7K02026-06-30
Kestra Advisory Services, LLC$727.5K1,4792026-06-30
Concurrent Investment Advisors, LLC$658.9K3492026-06-30
Kestra Private Wealth Services, LLC$639.7K2062026-06-30
Wilkins Miller Wealth Management, LLC$601.6K22026-06-30
Opulen Financial Group LLC$511.6K02026-06-30
Sterling Financial Group, Inc.$498.8K02025-09-30
Stifel Financial Corp$482.8K02026-06-30
Captrust Financial Advisors$478.5K9622026-06-30
Wealth Enhancement Advisory Services, LLC$475.3K1,0262026-06-30
Jacobi Capital Management LLC$455.8K322026-06-30
Allen Capital Group, LLC$418.7K222026-06-30
Hobbs Group Advisors LLC$416K72026-06-30
Prosperity Wealth Management, Inc.$405.2K562025-12-31
Yankcom Partnership$395.1K02026-06-30
Paradigm, Strategies In Wealth Management, LLC$389K32026-06-30
Sanctuary Advisors, LLC$368.5K4012026-06-30
Oppenheimer & Co. Inc.$359.9K1,1662026-06-30
Redmond Asset Management, LLC$353.4K22026-06-30
Sequoia Financial Group, LLC$338K2582026-06-30
Aprio Wealth Management, LLC$298.3K362026-06-30
Novadius Wealth Management$296.7K62026-06-30
Global Wealth Strategies & Associates$270.3K112026-06-30
Legacy Wealth Partners, LLC$268.2K92026-06-30
&partners$239.1K5552026-06-30
Vestmark Advisory Solutions, Inc.$231K82026-06-30
Beacon Pointe Advisors, LLC$229.9K4662026-06-30
Waverly Advisors, LLC$211.1K2312026-06-30
First Command Advisory Services$206.6K1,0122026-06-30
Davis Capital Management$136.8K42026-06-30
Marquette Wealth Management$96.5K22026-06-30
Keating Financial Advisory Services, Inc.$27.6K252026-06-30
Private Trust Co NA$24.3K02026-06-30
International Assets Investment Management, LLC$13.6K1222026-06-30
Atlantic Union Bankshares Corp$10.3K02026-06-30
Fifth Third Bancorp$9.2K02026-06-30
Janney Montgomery Scott LLC$5.6K1,3422026-06-30
Steward Partners Investment Advisory, LLC$5.3K4812026-06-30
Fmr LLC$4.8K02026-06-30
Key Financial, Inc.$2.1K82026-06-30
Cambridge Investment Research Advisors, Inc.$4113,9402026-03-31
Smithfield Trust Co$2102026-06-30

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