BSCX

Invesco Bulletshares 2033 CBETF
UnclassifiedUSCUSIP 46139W825◍ Confluence graph
Tracked 13F Holders
115
-25 QoQ
13F Value (tracked)
$697.2M
13F Moves · latest Q
41 added
7 trimmed
Recent Filings
0

Who owns BSCX?

115 tracked 13F filers

115 tracked 13F filers disclose a position in BSCX as of the latest SEC 13F filings, a combined $697.2M in reported value. 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.

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
$167.5M
8.0M
+14%
Added · +950K sh
Q2 2026
2RAYMOND JAMES FINANCIAL INC
$68.3M
3.2M
+6.6%
Added · +199K sh
Q1 2026
3Clearstead Advisors, LLC
$57.9M
2.8M
+3.3%
Added · +89K sh
Q2 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
7IMA Advisory Services, Inc.
$25.3M
1.2M
New
+1.2M sh
Q2 2026
8WELLS FARGO & COMPANY/MN
$17.5M
829K
+19%
Added · +130K sh
Q1 2026
9Baird Financial Group, Inc.
$11.2M
531K
+14%
Added · +64K sh
Q1 2026
10Clark Asset Management, LLC
$10.9M
519K
+23%
Added · +96K sh
Q2 2026
11COOKSON PEIRCE & CO INC
$10.5M
496K
+0.6%
Added · +3K sh
Q1 2026
12JONES FINANCIAL COMPANIES LLLP
$10.3M
494K
+16%
Added · +68K sh
Q1 2026
13Parkway Wealth Management Group, LLC
$10.1M
480K
+0.9%
Added · +4K sh
Q2 2026
14BCS Wealth Management
$9.5M
449K
+3.8%
Added · +16K sh
Q2 2026
15BANK OF AMERICA CORP /DE/
$8.8M
414K
+13%
Added · +48K sh
Q1 2026
16ROYAL BANK OF CANADA
$8.1M
383K
+94%
Added · +186K sh
Q1 2026
17Modern Wealth Management, LLC
$7.1M
337K
+1.4%
Added · +5K sh
Q1 2026
18Equitable Holdings, Inc.
$6.4M
303K
−3.3%
Reduced · −10K sh
Q2 2026
19Asset Dedication, LLC
$6.0M
287K
+7.2%
Added · +19K sh
Q2 2026
20OSAIC HOLDINGS, INC.
$5.7M
268K
+19%
Added · +43K sh
Q1 2026
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Withheld
263K
+2.5%
Added · +6K sh
Q2 2026
22NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$5.0M
237K
+10%
Added · +22K sh
Q1 2026
23NorthAvenue LLC
$4.6M
220K
+5.4%
Added · +11K sh
Q2 2026
24NorthCrest Asset Manangement, LLC
$4.5M
217K
+2.4%
Added · +5K sh
Q2 2026
25STEPHENS INC /AR/
$4.5M
213K
+5.5%
Added · +11K sh
Q2 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.

Is BSCX being bought or sold by institutions?

Last quarter, 9 funds opened a new position in BSCX and 32 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
9
funds
Added
32
funds
Reduced
7
funds
Exited
0
funds

Funds that own BSCX also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA56 funds$7.9B
AMAZON.COM INCAMZN56 funds$4.3B
MICROSOFT CORPMSFT56 funds$3.8B
APPLE INCAAPL55 funds$6.5B
INVESCO QQQ TRUST SERIES 1QQQ53 funds$2.2B
BERKSHIRE HATHAWAY INC-CL BBRK/B53 funds$1.9B
SS SPDR S&P 500 ETF TRUST-USSPY52 funds$2.6B
JPMORGAN CHASE & COJPM52 funds$2.3B
ALPHABET INC-CL CGOOG52 funds$2.2B
INVESCO BULLETSHARES 2030 CBBSCU52 funds$405.8M
ALPHABET INC-CL AGOOGL51 funds$3.0B
JOHNSON & JOHNSONJNJ51 funds$1.3B

Ranked by how many of BSCX's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

78 funds+29 since Q3 2024
052103Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $381.3M · 1 values withheld

Share classes

Class13F holdersValue held
BSCWUIE158 funds$1.1B
BSCXthis pageTRD SLF IDX FD INVESCO BULLETSH115 funds$698.1M
BSCYEXCHANGE TRADED87 funds$365.4M
BSJUMF Closed and MF Open71 funds$154.6M
BSSXmc65 funds$75.8M
BSCZUIE62 funds$134.7M
BSMWExchange Traded Fund62 funds$115.8M
BSMYmc49 funds$71.1M

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

Recent filings

0 shown

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

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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.

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.