13F Insight
DOSSIER · 13F Holders · Q2 2026
BSCZ

INVESCO BULLETSHARES 2035 CORPORATE BOND ETF

71 institutions still hold INVESCO BULLETSHARES 2035 CORPORATE BOND ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46139W759·71 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$139M
visible holders
Holders
71
filers reporting
Concentration
30.66%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q2 2026

71 institutions reported BSCZ in Q2 2026. RAYMOND JAMES FINANCIAL INC leads at 30.7% 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
$43M2.1M0.01%Q2 202602
Invesco Ltd.
CIK 0000914208
$19M941K0.00%Q2 202603
COOKSON PEIRCE & CO INC
CIK 0001141455
$11M543K0.37%Q2 202604
LPL Financial LLC
CIK 0001403438
$10M506K0.00%Q2 202605
Carolina Wealth Advisors, LLC
CIK 0001786411
$6M293K2.35%Q2 202606
GILL CAPITAL PARTNERS, LLC
CIK 0000729563
$5M245K1.33%Q2 202607
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$5M221K0.00%Q2 202608
Clark Asset Management, LLC
CIK 0002062026
$4M212K0.34%Q2 202609
STEPHENS INC /AR/
CIK 0000757657
$4M190K0.04%Q2 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M178K0.00%Q2 202611
Carroll Advisory Group, LLC
CIK 0002108684
$3M161K1.08%Q2 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
Savvy Advisors, Inc.
CIK 0002003633
$3M137K0.06%Q2 202616
BCS Wealth Management
CIK 0001798172
$3M135K0.50%Q2 202617
ROYAL BANK OF CANADA
CIK 0001000275
$3M134K0.00%Q2 202618
CITADEL ADVISORS LLC
CIK 0001423053
$3M133K0.00%Q2 202619
LeClair Wealth Partners LLC
CIK 0002056667
$2M120K1.27%Q2 202620
Cetera Investment Advisers
CIK 0001666741
$2M114K0.00%Q2 2026
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