BSCX

Invesco Bulletshares 2033 CBETF$20.96 0.05%
UnclassifiedUSCUSIP 46139W825· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
76
+9 QoQ
13F Value (tracked)
$593.4M
13F Moves · latest Q
21 added
5 trimmed
Recent Filings
0

Price & smart-money activity

$20.96 0.05%3Y +5.0%
$18.83$19.62$20.41$21.20$21.992023202420252026259111531521820322521852
Hover for who · click for detailEnd-of-day closing prices52w $20.82 – $21.69
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Ask your agent what changed in BSCX

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BSCX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BSCX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

76 tracked 13F filers
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1Aptus Capital Advisors, LLC
$148.1M
7.0M
+1.8%
Added · +126K sh
Q1 2026
2RAYMOND JAMES FINANCIAL INC
$68.3M
3.2M
+6.6%
Added · +199K sh
Q1 2026
3Clearstead Advisors, LLC
$56.3M
2.7M
+8.7%
Added · +213K sh
Q1 2026
4AMERIPRISE FINANCIAL INC
$52.8M
2.5M
+3.8%
Added · +91K sh
Q1 2026
5LPL Financial LLC
$42.4M
2.0M
+9.3%
Added · +171K sh
Q1 2026
6MORGAN STANLEY
$40.3M
1.9M
+12%
Added · +208K sh
Q1 2026
7WELLS FARGO & COMPANY/MN
$17.5M
829K
+19%
Added · +130K sh
Q1 2026
8Baird Financial Group, Inc.
$11.2M
531K
+14%
Added · +64K sh
Q1 2026
9Clark Asset Management, LLC
$10.9M
519K
+23%
Added · +96K sh
Q2 2026
10COOKSON PEIRCE & CO INC
$10.5M
496K
+0.6%
Added · +3K sh
Q1 2026
11JONES FINANCIAL COMPANIES LLLP
$10.3M
494K
+16%
Added · +68K sh
Q1 2026
12BCS Wealth Management
$9.5M
449K
+3.8%
Added · +16K sh
Q2 2026
13BANK OF AMERICA CORP /DE/
$8.8M
414K
+13%
Added · +48K sh
Q1 2026
14ROYAL BANK OF CANADA
$8.1M
383K
+94%
Added · +186K sh
Q1 2026
15Modern Wealth Management, LLC
$7.1M
337K
+1.4%
Added · +5K sh
Q1 2026
16Equitable Holdings, Inc.
$6.7M
313K
−3.5%
Reduced · −11K sh
Q1 2026
17OSAIC HOLDINGS, INC.
$5.7M
268K
+19%
Added · +43K sh
Q1 2026
18Asset Dedication, LLC
$5.7M
267K
+19%
Added · +42K sh
Q1 2026
19WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Withheld
263K
+2.5%
Added · +6K sh
Q2 2026
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$5.0M
237K
+10%
Added · +22K sh
Q1 2026
21NorthCrest Asset Manangement, LLC
$4.5M
217K
+2.4%
Added · +5K sh
Q2 2026
22STEPHENS INC /AR/
$4.3M
202K
+16%
Added · +28K sh
Q1 2026
23Ledgewood Wealth Advisors, LLC
$4.1M
196K
+1.3%
Added · +2K sh
Q2 2026
24JANE STREET GROUP, LLC
$4.0M
188K
+179%
Added · +121K sh
Q1 2026
25Lido Advisors, LLC
$3.5M
164K
−9.8%
Reduced · −18K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
5
funds
Added
16
funds
Reduced
5
funds
Exited
0
funds

Institutional ownership over time

75 funds+33 since Q3 2024
03875Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $591.5M · 1 values withheld

Share classes

Class13F holdersValue held
BSCWUIE106 funds$924.2M
BSCXthis pageTRD SLF IDX FD INVESCO BULLETSH76 funds$594.4M
BSCYEXCHANGE TRADED59 funds$326.0M
BSMWmc51 funds$95.1M
BSSXmc49 funds$61.5M
BSJUMF Closed and MF Open43 funds$89.5M
BSCZUIE42 funds$116.0M
BSMYmc38 funds$60.5M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own BSCX also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA31 funds$12.1B
MICROSOFT CORPMSFT31 funds$8.2B
SS SPDR S&P 500 ETF TRUST-USSPY31 funds$7.7B
ALPHABET INC-CL AGOOGL31 funds$5.6B
BROADCOM INCAVGO31 funds$4.4B
JPMORGAN CHASE & COJPM31 funds$4.3B
META PLATFORMS INC-CLASS AMETA31 funds$3.8B
ALPHABET INC-CL CGOOG31 funds$3.6B
VANGUARD FTSE DEVELOPED ETFVEA31 funds$2.8B
EXXON MOBIL CORPXOM31 funds$2.6B
VANGUARD VALUE ETFVTV31 funds$2.5B
JOHNSON & JOHNSONJNJ31 funds$2.4B

Ranked by how many of BSCX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BSCX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.