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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Morgan Stanley, Royal Bank Of Canada, Mai Capital Management, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +48,664 | +0.6% | 7,876,877 | $160.87M | Q1 2026 | Jul 08, 2026 |
| Hobbs Group Advisors, Llc | Buy | +337 | +1.0% | 35,646 | $728.00K | Q1 2026 | May 20, 2026 |
| Bank Of America Corp | Buy | +752,039 | +20.2% | 4,466,656 | $91.22M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Sell | -1,586 | -6.7% | 22,061 | $450.55K | Q1 2026 | May 18, 2026 |
| Claris Financial Llc | Buy | +50 | +0.4% | 13,793 | $281.70K | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Buy | +461,693 | +5.3% | 9,091,543 | $185.68M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +412,779 | +24.2% | 2,117,083 | $43.24M | Q1 2026 | May 15, 2026 |
| Mai Capital Management | Buy | +258,584 | +12.6% | 2,309,491 | $47.17M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +188,677 | — | 188,677 | $3.85M | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +154,023 | +141.6% | 262,798 | $5.37M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +132,082 | +28.6% | 593,404 | $12.07M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +109,411 | +10.0% | 1,199,182 | $24.49M | Q1 2026 | May 15, 2026 |
| Mission Wealth Management, Lp | Buy | +89,786 | — | 89,786 | $1.83M | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Buy | +81,244 | +12.8% | 715,278 | $14.61M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +37,957 | +21.1% | 217,950 | $4.45M | Q1 2026 | May 15, 2026 |
| Vista Investment Management | Sell | -24,272 | -6.5% | 347,683 | $7.10M | Q1 2026 | May 15, 2026 |
| Hub Investment Partners, Llc | Buy | +20,931 | +5.5% | 401,001 | $8.19M | Q1 2026 | May 15, 2026 |
| Ark Wealth Advisors Llc | Buy | +19,945 | +16.5% | 141,178 | $2.88M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +19,937 | +38.1% | 72,287 | $1.48M | Q1 2026 | May 15, 2026 |
| Shufro Rose & Co Llc | Buy | +17,701 | +2.2% | 821,597 | $16.78M | Q1 2026 | May 15, 2026 |
| Excelsior Advisor Network Llc | Buy | +16,765 | — | 16,765 | $342.40K | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Buy | +14,693 | +16.7% | 102,777 | $2.10M | Q1 2026 | May 15, 2026 |
| Huntington National Bank | Sell | -13,357 | -9.4% | 128,744 | $2.63M | Q1 2026 | May 15, 2026 |
| Northeast Financial Group, Inc. | Buy | +13,170 | — | 13,170 | $268.97K | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Sell | -12,820 | -79.0% | 3,400 | $69.44K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +12,758 | — | 12,758 | $260.56K | Q1 2026 | May 15, 2026 |
| Ancora Advisors Llc | Sell | -12,705 | -50.0% | 12,718 | $259.74K | Q1 2026 | May 15, 2026 |
| Gts Securities Llc | Buy | +10,263 | — | 10,263 | $209.60K | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +10,116 | +1.2% | 826,489 | $16.88M | Q1 2026 | May 15, 2026 |
| Kintra Wealth, Llc | Buy | +9,766 | +4.3% | 239,525 | $4.89M | Q1 2026 | May 15, 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.