BSCS

Invesco BulletShares 2028 Corporate Bond ETF
$20.45-0.01 (-0.05%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

InfinityB

Total Value

$2.2397400177000148e+247T

% of Float

Price History

$20.05$20.20$20.36$20.51$20.67Jul 24May 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Anchor Investment Management, LLC1,087,252$22.4B1.82%Share
2MORGAN STANLEY8,629,848$177.0M0.01%Share
3LPL Financial LLC7,283,905$150.0M0.04%Share
4WELLS FARGO & COMPANY/MN5,742,792$118.0M0.02%Share
5Lido Advisors, LLC5,142,467$105.0M0.31%Share
6TruWealth Advisors, LLC4,476,284$92.2M4.51%Share
7UBS Group AG3,689,665$76.0M0.01%Share
8RAYMOND JAMES FINANCIAL INC3,549,705$73.0M0.02%Share
9Invesco Ltd.3,291,013$67.8M0.01%Share
10BANK OF AMERICA CORP /DE/3,174,666$65.0M0.00%Share
11Clearstead Advisors, LLC3,062,356$63.0M0.79%Share
12RAYMOND JAMES FINANCIAL INC2,713,878$55.0M0.02%Share
13Hills Bank & Trust Co2,385,389$49.1M2.86%Share
14Fusion Family Wealth, LLC2,091,255$43.1M3.26%Share
15WELLS FARGO & COMPANY/MN2,085,421$42.0M0.01%Share
16MAI Capital Management2,050,907$42.0M0.24%Share
17ROYAL BANK OF CANADA1,702,262$35.0M0.01%Share
18TLWM1,505,622$31.0M5.68%Share
19Brookstone Capital Management1,399,728$28.8M0.33%Share
20SNS Financial Group, LLC1,230,828$25.4M2.18%Share
21DAVIS R M INC1,205,579$24.8M0.43%Share
22MONECO ADVISORS, LLC1,205,018$24.8M1.97%Share
23Cambridge Investment Research Advisors, Inc.1,118,412$23.0M0.06%Share
24ENVESTNET ASSET MANAGEMENT INC1,084,184$22.0M0.01%Share
25OSAIC HOLDINGS, INC.1,034,410$21.0M0.03%Share
26MANCHESTER FINANCIAL INC1,011,972$20.8M3.90%Share
27MML INVESTORS SERVICES, LLC1,011,892$20.0M0.05%Share
28Sequoia Financial Advisors, LLC968,703$20.0M0.11%Share
29Clark Asset Management, LLC963,241$19.8M2.06%Share
30AMERIPRISE FINANCIAL INC910,138$18.0M0.00%Share
31Legacy Financial Group LLC859,209$17.7M2.19%Share
32Baird Financial Group, Inc.872,280$17.0M0.03%Share
33STIFEL FINANCIAL CORP866,231$17.0M0.02%Share
34Rothschild Wealth LLC828,719$17.0M2.05%Share
35SHUFRO ROSE & CO LLC803,896$16.6M1.12%Share
36Asset Dedication, LLC792,335$16.3M1.07%Share
37Legacy Financial Group LLC788,226$16.2M2.12%Share
38&PARTNERS816,373$16.0M0.08%Share
39Cornerstone Wealth Management, LLC717,133$14.8M0.77%Share
40BCS Wealth Management662,496$13.6M1.38%Share
41GPM Growth Investors, Inc.662,293$13.6M5.32%Share
42CAPTRUST FINANCIAL ADVISORS634,034$13.0M0.02%Share
43KIRR MARBACH & CO LLC /IN/628,956$13.0M2.48%Share
44NewEdge Advisors, LLC629,235$12.0M0.04%Share
45Goepper Burkhardt LLC578,105$11.9M3.88%Share
46Advisors Capital Management, LLC568,238$11.7M0.14%Share
47BANK OF AMERICA CORP /DE/535,691$11.0M0.00%Share
48COOKSON PEIRCE & CO INC536,700$11.0M0.46%Share
49Ironwood Financial, llc512,096$10.5M1.79%Share
50Straight Path Wealth Management510,958$10.5M2.84%Share