INVESCO BULLETSHARES 2028 (BSCS) Institutional Shareholders
INVESCO BULLETSHARES 2028 (BSCS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.62B in BSCS holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of BSCS tracked by InsiderSet, reporting ownership valued at approximately $185.68M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $184.88M, representing an estimated loss of -0.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed BSCS value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2028 (BSCS).
This page ranks the largest institutional BSCS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
390
Total Reported Value
$2.62B
Largest Holder
Morgan Stanley
Largest Position
$185.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 9,091,543 | $185,676,605 | $184,876,527 | -$800,078 | -0.43% | |
| Wells Fargo & Company/Mn | 0.03% | 7,876,877 | $160,869,469 | $160,176,294 | -$693,175 | -0.43% | |
| Lpl Financial Llc | 0.04% | 7,652,783 | $156,292,761 | $155,619,342 | -$673,419 | -0.43% | |
| Raymond James Financial Inc | 0.04% | 6,208,575 | $126,797,714 | $126,251,373 | -$546,341 | -0.43% | |
| Lido Advisors, Llc | 0.39% | 4,921,699 | $100,515,869 | $100,082,749 | -$433,120 | -0.43% | |
| Ubs Group Ag | 0.02% | 4,811,172 | $98,258,566 | $97,835,183 | -$423,383 | -0.43% | |
| Truwealth Advisors, Llc | 4.46% | 4,542,994 | $92,781,501 | $92,381,783 | -$399,718 | -0.43% | |
| Bank Of America Corp | 0.01% | 4,466,656 | $91,222,518 | $90,829,450 | -$393,068 | -0.43% | |
| Invesco Ltd. | 0.01% | 3,531,745 | $72,128,837 | $71,818,035 | -$310,802 | -0.43% | |
| Clearstead Advisors, Llc | 0.61% | 3,255,267 | $66,482,317 | $66,195,854 | -$286,463 | -0.43% | |
| Hills Bank & Trust Co | 2.45% | 2,480,768 | $50,664,726 | $50,446,417 | -$218,309 | -0.43% | |
| Mai Capital Management | 0.27% | 2,309,491 | $47,166,730 | $46,963,499 | -$203,231 | -0.43% | |
| Fusion Family Wealth, Llc | 3.43% | 2,247,101 | $45,892,549 | $45,694,799 | -$197,750 | -0.43% | |
| Royal Bank Of Canada | 0.01% | 2,117,083 | $43,237,000 | $43,050,883 | -$186,117 | -0.43% | |
| Sns Financial Group, Llc | 2.99% | 1,701,524 | $34,750,218 | $34,600,491 | -$149,727 | -0.43% | |
| Tlwm | 5.46% | 1,647,457 | $33,550,409 | $33,501,038 | -$49,371 | -0.15% | |
| Brookstone Capital Management | 0.28% | 1,352,439 | $27,542,432 | $27,501,847 | -$40,585 | -0.15% | |
| Davis R M Inc | 0.47% | 1,296,772 | $26,483,978 | $26,369,859 | -$114,119 | -0.43% | |
| Clark Asset Management, Llc | 2.01% | 1,260,419 | $25,668,441 | $25,630,620 | -$37,821 | -0.15% | |
| Moneco Advisors, Llc | 1.98% | 1,249,969 | $25,528,126 | $25,418,120 | -$110,006 | -0.43% | |
| Osaic Holdings, Inc. | 0.04% | 1,199,182 | $24,492,238 | $24,385,366 | -$106,872 | -0.44% | |
| Envestnet Asset Management Inc | 0.01% | 1,180,573 | $24,110,848 | $24,006,952 | -$103,896 | -0.43% | |
| Anchor Investment Management, Llc | 1.96% | 1,153,205 | $23,551,914 | $23,450,424 | -$101,490 | -0.43% | |
| Stifel Financial Corp | 0.02% | 1,129,262 | $23,062,895 | $22,963,543 | -$99,352 | -0.43% | |
| Mml Investors Services, Llc | 0.06% | 1,126,660 | $23,009,786 | $22,910,631 | -$99,155 | -0.43% | |
| Manchester Financial Inc | 3.80% | 1,049,243 | $21,367,835 | $21,336,356 | -$31,479 | -0.15% | |
| Kestra Advisory Services, Llc | 0.07% | 1,016,669 | $20,704,462 | $20,673,964 | -$30,498 | -0.15% | |
| Baird Financial Group, Inc. | 0.03% | 895,118 | $18,280,995 | $18,202,225 | -$78,770 | -0.43% | |
| Legacy Financial Group Llc | 2.24% | 872,980 | $17,828,866 | $17,752,048 | -$76,818 | -0.43% | |
| Cornerstone Wealth Management, Llc | 0.76% | 866,541 | $17,647,103 | $17,621,111 | -$25,992 | -0.15% | |
| Ameriprise Financial Inc | 0.00% | 854,354 | $17,437,568 | $17,373,289 | -$64,279 | -0.37% | |
| &Partners | 0.08% | 826,489 | $16,879,373 | $16,806,654 | -$72,719 | -0.43% | |
| Shufro Rose & Co Llc | 1.14% | 821,597 | $16,779,484 | $16,707,175 | -$72,309 | -0.43% | |
| Asset Dedication, Llc | 1.00% | 778,269 | $15,849,450 | $15,826,100 | -$23,350 | -0.15% | |
| Rothschild Wealth Llc | 1.33% | 718,871 | $14,681,505 | $14,618,242 | -$63,263 | -0.43% | |
| Captrust Financial Advisors | 0.03% | 715,278 | $14,607,921 | $14,545,178 | -$62,743 | -0.43% | |
| Gpm Growth Investors, Inc. | 5.70% | 663,921 | $13,559,259 | $13,500,834 | -$58,425 | -0.43% | |
| Cornerstone Planning, Llc | 3.01% | 639,285 | $13,019,050 | $12,999,860 | -$19,190 | -0.15% | |
| Kirr Marbach & Co Llc | 2.18% | 635,968 | $12,951,489 | $12,932,409 | -$19,080 | -0.15% | |
| Sanctuary Advisors, Llc | 0.07% | 633,787 | $12,943,840 | $12,888,059 | -$55,781 | -0.43% | |
| Goepper Burkhardt Llc | 4.23% | 620,564 | $12,673,779 | $12,619,169 | -$54,610 | -0.43% | |
| Commonwealth Equity Services, Llc | 0.02% | 611,496 | $12,453,120 | $12,434,771 | -$18,349 | -0.15% | |
| Jones Financial Companies Lllp | 0.01% | 593,404 | $12,072,995 | $12,066,870 | -$6,125 | -0.05% | |
| Atlantic Union Bankshares Corp | 0.23% | 579,298 | $11,831,004 | $11,780,025 | -$50,979 | -0.43% | |
| Straight Path Wealth Management | 2.66% | 559,555 | $11,395,345 | $11,378,551 | -$16,794 | -0.15% | |
| Kestra Private Wealth Services, Llc | 0.12% | 554,963 | $11,301,823 | $11,285,173 | -$16,650 | -0.15% | |
| Cookson Peirce & Co Inc | 0.37% | 548,046 | $11,160,947 | $11,144,515 | -$16,432 | -0.15% | |
| Central Valley Advisors, Llc | 2.81% | 538,903 | $10,974,765 | $10,958,593 | -$16,172 | -0.15% | |
| Independent Advisor Alliance | 0.12% | 526,149 | $10,745,542 | $10,699,240 | -$46,302 | -0.43% | |
| Sequoia Financial Advisors | 0.05% | 525,021 | $10,692,061 | $10,676,302 | -$15,759 | -0.15% |
Frequently asked questions about BSCS
Who owns the most BSCS stock?
The largest holders of BSCS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO BULLETSHARES 2028 (BSCS).
Is BSCS widely held by superinvestors?
Many widely followed stocks like BSCS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSCS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.