13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
BSCZ

INVESCO BULLETSHARES 2035 CORPORATE BOND ETF

62 institutions still hold INVESCO BULLETSHARES 2035 CORPORATE BOND ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46139W759·62 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.7%
vs prior quarter
13F value held
$123M
64.0% inst. owned
of float
Holders
62
-34 QoQ
filers reporting
Activity
+80 / −6
+884 added · −810 reduced
this quarter
Concentration
32.91%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

62 institutions reported BSCZ in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 32.9% of the visible book. -34 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$40M2.0M0.01%Q1 202602
Invesco Ltd.
CIK 0000914208
$18M891K0.00%Q1 202603
COOKSON PEIRCE & CO INC
CIK 0001141455
$11M536K0.47%Q1 202604
LPL Financial LLC
CIK 0001403438
$8M382K0.00%Q1 202605
Carolina Wealth Advisors, LLC
CIK 0001786411
$6M288K2.46%Q1 202606
GILL CAPITAL PARTNERS, LLC
CIK 0000729563
$4M199K1.17%Q1 202607
STEPHENS INC /AR/
CIK 0000757657
$3M166K0.04%Q1 202608
Carroll Advisory Group, LLC
CIK 0002108684
$3M147K1.17%Q1 202609
Sanctuary Advisors, LLC
CIK 0001777271
$3M143K0.02%Q1 202610
Clark Asset Management, LLC
CIK 0002062026
$3M138K0.27%Q1 202611
Atria Investments, Inc
CIK 0001535865
$3M135K0.03%Q1 202612
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3M131K0.00%Q1 202613
BCS Wealth Management
CIK 0001798172
$2M122K0.51%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$2M120K0.00%Q1 202615
Equitable Holdings, Inc.
CIK 0001333986
$2M115K0.02%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M115K0.00%Q1 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M110K0.00%Q1 202618
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M102K0.00%Q1 202619
MORGAN STANLEY
CIK 0000895421
$2M93K0.00%Q1 202620
Ellevest, Inc.
CIK 0001644128
$2M90K0.26%Q1 2026
Page 1 of 4
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