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

INVESCO BULLETSHARES 2030 CORP BD E

312 institutions still hold INVESCO BULLETSHARES 2030 CORP BD E as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138j460·312 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.4%
vs prior quarter
13F value held
$1.3B
59.0% inst. owned
of float
Holders
312
+72 QoQ
filers reporting
Activity
+89 / −17
+941 added · −806 reduced
this quarter
Concentration
13.61%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

312 institutions reported BSCU in Q1 2026. MORGAN STANLEY leads at 13.6% of the visible book. +72 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$179M10.7M0.01%Q1 202602
Aptus Capital Advisors, LLC
CIK 0001664193
$154M9.2M1.21%Q1 202603
Lido Advisors, LLC
CIK 0001650150
$141M8.4M0.43%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$86M5.1M0.03%Q1 202605
LPL Financial LLC
CIK 0001403438
$86M5.1M0.02%Q1 202606
TruWealth Advisors, LLC
CIK 0001834985
$78M4.7M3.76%Q1 202607
Invesco Ltd.
CIK 0000914208
$74M4.4M0.01%Q1 202608
Clearstead Advisors, LLC
CIK 0000842775
$64M3.8M0.58%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$54M3.3M0.01%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$46M2.8M0.00%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$44M2.6M0.01%Q1 202612
Hills Bank & Trust Co
CIK 0001309148
$44M2.6M2.12%Q1 202613
Atlantic Union Bankshares Corp
CIK 0000883948
$44M2.6M0.84%Q1 202614
UBS Group AG
CIK 0001610520
$37M2.2M0.01%Q1 202615
HENGEHOLD CAPITAL MANAGEMENT LLC
CIK 0001536430
$36M2.2M3.15%Q1 202616
&PARTNERS
CIK 0000107136
$32M1.9M0.16%Q1 202617
Brookstone Capital Management
CIK 0001599584
$32M1.9M0.36%Q1 202618
TLWM
CIK 0001732537
$30M1.8M5.44%Q1 202619
MAI Capital Management
CIK 0001040197
$28M1.7M0.16%Q1 202620
IMA Advisory Services, Inc.
CIK 0001455495
$24M1.4M2.36%Q1 2026
Page 1 of 16
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