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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Buy | +104,382 | +9.2% | 1,243,500 | $23.10M | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +24,034 | +17.6% | 160,831 | $2.99M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -29,823 | -14.5% | 176,133 | $3.27M | Q2 2026 | Sep 02, 2026 |
| Gill Capital Partners, Llc | Sell | -5,689 | -0.9% | 659,467 | $12.25M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -15,855 | -16.8% | 78,604 | $1.46M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -11 | -0.0% | 40,190 | $746.53K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +87,922 | +37.7% | 321,131 | $5.97M | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +25,878 | +11.4% | 253,280 | $4.70M | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +11,370 | — | 11,370 | $211.19K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +2,468 | +8.9% | 30,152 | $559.92K | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +3,599,890 | — | 3,599,890 | $66.87M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +733,369 | +15.5% | 5,450,614 | $101.25M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +668,406 | — | 668,406 | $12.38M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +304,726 | +12.5% | 2,749,889 | $51.08M | Q2 2026 | Aug 14, 2026 |
| Davis R M Inc | Buy | +262,195 | +26.9% | 1,237,482 | $22.99M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +170,758 | +4.9% | 3,658,064 | $67.95M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +130,480 | +24.7% | 658,474 | $12.24M | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +63,492 | +31.3% | 266,234 | $4.95M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +59,606 | +2.7% | 2,291,285 | $42.56M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +31,036 | — | 31,036 | $576.49K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +18,681 | +0.3% | 6,867,873 | $127.57M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +14,173 | — | 14,173 | $263.26K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +14,012 | +3.5% | 412,479 | $7.66M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +13,909 | — | 13,909 | $258.36K | Q2 2026 | Aug 14, 2026 |
| Excelsior Advisor Network Llc | Buy | +13,712 | — | 13,712 | $254.70K | Q2 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Sell | -10,202 | -29.9% | 23,938 | $444.65K | Q2 2026 | Aug 14, 2026 |
| Bitterroot Capital Advisors Llc | Sell | -9,515 | -47.1% | 10,679 | $198.35K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +8,045 | +0.6% | 1,460,404 | $27.14M | Q2 2026 | Aug 14, 2026 |
| Morton Community Bank | Buy | +5,608 | +1.8% | 318,954 | $5.92M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +3,977 | +36.2% | 14,967 | $278.01K | Q2 2026 | Aug 14, 2026 |
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.