INVESCO BULLETSHARES 2028 (BSCS) Institutional Ownership Changes & 13F Activity
INVESCO BULLETSHARES 2028 (BSCS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Waverly Advisors, Llc, Invesco Ltd., Ameriprise Financial Inc, Raymond James Financial Inc, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Buy | +83,212 | +7.2% | 1,236,417 | $25.18M | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +628 | +0.3% | 218,578 | $4.45M | Q2 2026 | Sep 09, 2026 |
| Gill Capital Partners, Llc | Sell | -1,088 | -0.7% | 147,367 | $3.00M | Q2 2026 | Aug 20, 2026 |
| Vermillion & White Wealth Management Group, Llc | Buy | +33,967 | — | 33,967 | $691.74K | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Buy | +561 | +2.2% | 25,827 | $525.98K | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -45 | -0.1% | 36,666 | $746.70K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +127,251 | +48.4% | 390,049 | $7.94M | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +6,721 | +3.8% | 185,931 | $3.79M | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +3,993 | +3.6% | 114,571 | $2.33M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +360 | +1.1% | 33,465 | $681.01K | Q2 2026 | Aug 17, 2026 |
| Waverly Advisors, Llc | Buy | +4,608,994 | +16298.3% | 4,637,273 | $94.44M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +3,829,782 | — | 3,829,782 | $77.99M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +903,577 | — | 903,577 | $18.38M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +430,782 | +6.9% | 6,639,357 | $135.21M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +205,009 | +4.6% | 4,671,665 | $95.14M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +180,074 | +30.3% | 773,478 | $15.75M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +167,634 | +7.9% | 2,284,717 | $46.53M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -166,180 | -2.1% | 7,710,697 | $157.03M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +161,926 | +7.0% | 2,471,417 | $50.33M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +132,917 | — | 132,917 | $2.71M | Q2 2026 | Aug 14, 2026 |
| Davis R M Inc | Buy | +96,328 | +7.4% | 1,393,100 | $28.37M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +75,635 | — | 75,635 | $1.54M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +59,682 | +53.8% | 170,701 | $3.48M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +46,605 | +5.6% | 873,094 | $17.78M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +36,585 | — | 36,585 | $745.05K | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +36,222 | +15.1% | 275,747 | $5.62M | Q2 2026 | Aug 14, 2026 |
| Keel Point, Llc | Buy | +34,695 | — | 34,695 | $706.56K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +34,548 | +7.9% | 469,170 | $9.55M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +34,004 | — | 34,004 | $692.49K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +18,745 | +1.6% | 1,217,927 | $24.81M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about BSCS activity
Which institutional owners are buying BSCS?
Institutional owners buying BSCS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BSCS activity?
"Buy" means an investor increased their reported position in BSCS compared to the prior reporting period. This reflects growing exposure to INVESCO BULLETSHARES 2028 (BSCS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BSCS increasing?
Institutional interest in BSCS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.