13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
BSCS

INVESCO BULLETSHARES 2028 CORP BOND

403 institutions still hold INVESCO BULLETSHARES 2028 CORP BOND as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138j643·403 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.5%
vs prior quarter
13F value held
$1.5B
54.0% inst. owned
of float
Holders
403
-10 QoQ
filers reporting
Activity
+34 / −61
+889 added · −750 reduced
this quarter
Concentration
12.29%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

403 institutions reported BSCS in Q1 2026. MORGAN STANLEY leads at 12.3% of the visible book. -10 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$186M9.1M0.01%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$161M7.9M0.03%Q1 202603
LPL Financial LLC
CIK 0001403438
$156M7.7M0.04%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$127M6.2M0.04%Q1 202605
Lido Advisors, LLC
CIK 0001650150
$101M4.9M0.31%Q1 202606
UBS Group AG
CIK 0001610520
$98M4.8M0.01%Q1 202607
TruWealth Advisors, LLC
CIK 0001834985
$93M4.5M4.46%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$91M4.5M0.01%Q1 202609
Invesco Ltd.
CIK 0000914208
$72M3.5M0.01%Q1 202610
Clearstead Advisors, LLC
CIK 0000842775
$66M3.3M0.61%Q1 202611
Hills Bank & Trust Co
CIK 0001309148
$51M2.5M2.45%Q1 202612
MAI Capital Management
CIK 0001040197
$47M2.3M0.27%Q1 202613
Fusion Family Wealth LLC
CIK 0001696209
$46M2.2M3.43%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$43M2.1M0.01%Q1 202615
SNS Financial Group, LLC
CIK 0001557485
$35M1.7M2.99%Q1 202616
TLWM
CIK 0001732537
$33M1.6M5.95%Q1 202617
Brookstone Capital Management
CIK 0001599584
$29M1.4M0.33%Q1 202618
DAVIS R M INC
CIK 0000891287
$26M1.3M0.47%Q1 202619
MONECO Advisors, LLC
CIK 0001765690
$26M1.2M1.98%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$24M1.2M0.04%Q1 2026
Page 1 of 21
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