INVESCO BULLETSHARES 2029 CO (BSCT) Institutional Ownership Changes & 13F Activity

INVESCO BULLETSHARES 2029 CO (BSCT). 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 Invesco Ltd., Raymond James Financial Inc, Ameriprise Financial Inc, Royal Bank Of Canada, and Davis R M Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcBuy+104,382+9.2%1,243,500$23.10MQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+24,034+17.6%160,831$2.99MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-29,823-14.5%176,133$3.27MQ2 2026Sep 02, 2026
Gill Capital Partners, LlcSell-5,689-0.9%659,467$12.25MQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-15,855-16.8%78,604$1.46MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-11-0.0%40,190$746.53KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+87,922+37.7%321,131$5.97MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+25,878+11.4%253,280$4.70MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+11,37011,370$211.19KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+2,468+8.9%30,152$559.92KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+3,599,8903,599,890$66.87MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+733,369+15.5%5,450,614$101.25MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+668,406668,406$12.38MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+304,726+12.5%2,749,889$51.08MQ2 2026Aug 14, 2026
Davis R M IncBuy+262,195+26.9%1,237,482$22.99MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+170,758+4.9%3,658,064$67.95MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+130,480+24.7%658,474$12.24MQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+63,492+31.3%266,234$4.95MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+59,606+2.7%2,291,285$42.56MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+31,03631,036$576.49KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+18,681+0.3%6,867,873$127.57MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+14,17314,173$263.26KQ2 2026Aug 14, 2026
&PartnersBuy+14,012+3.5%412,479$7.66MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+13,90913,909$258.36KQ2 2026Aug 14, 2026
Excelsior Advisor Network LlcBuy+13,71213,712$254.70KQ2 2026Aug 14, 2026
Brown Advisory IncSell-10,202-29.9%23,938$444.65KQ2 2026Aug 14, 2026
Bitterroot Capital Advisors LlcSell-9,515-47.1%10,679$198.35KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+8,045+0.6%1,460,404$27.14MQ2 2026Aug 14, 2026
Morton Community BankBuy+5,608+1.8%318,954$5.92MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+3,977+36.2%14,967$278.01KQ2 2026Aug 14, 2026
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Frequently asked questions about BSCT activity

  • Which institutional owners are buying BSCT?

    Institutional owners buying BSCT 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 BSCT activity?

    "Buy" means an investor increased their reported position in BSCT compared to the prior reporting period. This reflects growing exposure to INVESCO BULLETSHARES 2029 CO (BSCT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BSCT increasing?

    Institutional interest in BSCT 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.