13F Insight
DOSSIER · 13F Holders · Q3 2026
BSCZ

INVESCO BULLETSHARES 2035 CORPORATE BOND ETF

77 institutions still hold INVESCO BULLETSHARES 2035 CORPORATE BOND ETF as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46139W759·77 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$142M
visible holders
Holders
77
filers reporting
Concentration
29.00%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q3 2026

77 institutions reported BSCZ in Q3 2026. RAYMOND JAMES FINANCIAL INC leads at 29.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$41M2.1M0.01%Q3 202602
Invesco Ltd.
CIK 0000914208
$19M941K0.00%Q2 202603
COOKSON PEIRCE & CO INC
CIK 0001141455
$11M564K0.39%Q3 202604
LPL Financial LLC
CIK 0001403438
$11M563K0.00%Q3 202605
GILL CAPITAL PARTNERS, LLC
CIK 0000729563
$7M365K1.92%Q3 202606
Carolina Wealth Advisors, LLC
CIK 0001786411
$6M293K2.35%Q2 202607
Clark Asset Management, LLC
CIK 0002062026
$5M279K0.39%Q3 202608
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$5M221K0.00%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M230K0.01%Q3 202610
STEPHENS INC /AR/
CIK 0000757657
$4M205K0.04%Q3 202611
Carroll Advisory Group, LLC
CIK 0002108684
$4M183K1.11%Q3 202612
Equitable Holdings, Inc.
CIK 0001333986
$3M161K0.02%Q2 202613
MORGAN STANLEY
CIK 0000895421
$3M155K0.00%Q2 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M146K0.00%Q2 202615
BCS Wealth Management
CIK 0001798172
$3M143K0.49%Q3 202616
ROYAL BANK OF CANADA
CIK 0001000275
$3M134K0.00%Q2 202617
CITADEL ADVISORS LLC
CIK 0001423053
$3M133K0.00%Q2 202618
Savvy Advisors, Inc.
CIK 0002003633
$3M132K0.04%Q3 202619
Cetera Investment Advisers
CIK 0001666741
$2M114K0.00%Q2 202620
LeClair Wealth Partners LLC
CIK 0002056667
$2M121K1.00%Q3 2026
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