INVESCO BULLETSHARES 2030 CB (BSCU) Institutional Shareholders
INVESCO BULLETSHARES 2030 CB (BSCU) 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 $2.05B in BSCU holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of BSCU tracked by InsiderSet, reporting ownership valued at approximately $178.70M 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 $176.41M, representing an estimated loss of -1.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed BSCU value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Aptus Capital Advisors, Llc, Lido Advisors, Llc, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2030 CB (BSCU).
This page ranks the largest institutional BSCU 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
303
Total Reported Value
$2.05B
Largest Holder
Morgan Stanley
Largest Position
$178.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
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% | 10,688,308 | $178,698,895 | $176,410,524 | -$2,288,371 | -1.28% | |
| Aptus Capital Advisors, Llc | 1.30% | 9,225,294 | $154,238,613 | $152,263,477 | -$1,975,136 | -1.28% | |
| Lido Advisors, Llc | 0.55% | 8,438,015 | $141,076,037 | $139,269,438 | -$1,806,599 | -1.28% | |
| Raymond James Financial Inc | 0.03% | 5,147,847 | $86,067,367 | $84,965,215 | -$1,102,152 | -1.28% | |
| Lpl Financial Llc | 0.02% | 5,124,848 | $85,682,819 | $84,585,616 | -$1,097,203 | -1.28% | |
| Truwealth Advisors, Llc | 3.76% | 4,680,408 | $78,252,211 | $77,250,134 | -$1,002,077 | -1.28% | |
| Invesco Ltd. | 0.01% | 4,405,136 | $73,649,901 | $72,706,770 | -$943,131 | -1.28% | |
| Clearstead Advisors, Llc | 0.58% | 3,820,540 | $63,875,987 | $63,058,013 | -$817,974 | -1.28% | |
| Wells Fargo & Company/Mn | 0.01% | 3,254,571 | $54,413,494 | $53,716,694 | -$696,800 | -1.28% | |
| Bank Of America Corp | 0.00% | 2,780,691 | $46,490,373 | $45,895,305 | -$595,068 | -1.28% | |
| Royal Bank Of Canada | 0.01% | 2,639,665 | $44,133,000 | $43,567,671 | -$565,329 | -1.28% | |
| Hills Bank & Trust Co | 2.12% | 2,621,207 | $43,824,223 | $43,263,022 | -$561,201 | -1.28% | |
| Atlantic Union Bankshares Corp | 0.84% | 2,608,754 | $43,616,019 | $43,057,485 | -$558,534 | -1.28% | |
| Hengehold Capital Management Llc | 2.96% | 2,291,739 | $38,145,999 | $37,825,152 | -$320,847 | -0.84% | |
| Ubs Group Ag | 0.01% | 2,216,757 | $37,061,960 | $36,587,574 | -$474,386 | -1.28% | |
| &Partners | 0.16% | 1,912,512 | $31,936,887 | $31,566,011 | -$370,876 | -1.16% | |
| Tlwm | 5.01% | 1,851,064 | $30,810,933 | $30,551,811 | -$259,122 | -0.84% | |
| Brookstone Capital Management | 0.30% | 1,800,440 | $29,968,338 | $29,716,262 | -$252,076 | -0.84% | |
| Mai Capital Management | 0.16% | 1,673,196 | $27,974,335 | $27,616,100 | -$358,235 | -1.28% | |
| Ima Advisory Services, Inc. | 2.36% | 1,448,572 | $24,218,827 | $23,908,681 | -$310,146 | -1.28% | |
| Moneco Advisors, Llc | 1.84% | 1,420,995 | $23,757,765 | $23,453,522 | -$304,243 | -1.28% | |
| Clark Asset Management, Llc | 1.83% | 1,398,237 | $23,273,647 | $23,077,902 | -$195,745 | -0.84% | |
| Envestnet Asset Management Inc | 0.01% | 1,295,777 | $21,568,212 | $21,386,799 | -$181,413 | -0.84% | |
| Capital Investment Counsel, Llc | 2.60% | 1,260,363 | $20,978,742 | $20,802,291 | -$176,451 | -0.84% | |
| Motley Fool Wealth Management, Llc | 1.98% | 1,049,383 | $17,544,732 | $17,320,066 | -$224,666 | -1.28% | |
| Foronjy Financial Llc | 6.25% | 1,022,344 | $17,016,914 | $16,873,788 | -$143,126 | -0.84% | |
| Baird Financial Group, Inc. | 0.03% | 999,401 | $16,709,085 | $16,495,114 | -$213,971 | -1.28% | |
| Focus Partners Wealth | 0.02% | 959,962 | $16,049,715 | $15,844,173 | -$205,542 | -1.28% | |
| Advisors Capital Management, Llc | 0.19% | 955,693 | $15,978,330 | $15,773,713 | -$204,617 | -1.28% | |
| Kestra Advisory Services, Llc | 0.05% | 876,869 | $14,595,481 | $14,472,723 | -$122,758 | -0.84% | |
| Davis R M Inc | 0.24% | 808,747 | $13,521,528 | $13,348,369 | -$173,159 | -1.28% | |
| Osaic Holdings, Inc. | 0.02% | 763,061 | $12,758,338 | $12,594,322 | -$164,016 | -1.29% | |
| Asset Dedication, Llc | 0.77% | 737,920 | $12,282,686 | $12,179,370 | -$103,316 | -0.84% | |
| Kirr Marbach & Co Llc | 1.93% | 689,505 | $11,476,812 | $11,380,280 | -$96,532 | -0.84% | |
| Mml Investors Services, Llc | 0.03% | 683,399 | $11,425,809 | $11,279,500 | -$146,309 | -1.28% | |
| Cvfg Llc | 1.39% | 670,503 | $11,210,201 | $11,066,652 | -$143,549 | -1.28% | |
| Cwm, Llc | 0.03% | 661,157 | $11,053,942 | $10,912,396 | -$141,546 | -1.28% | |
| Cookson Peirce & Co Inc | 0.36% | 657,395 | $10,942,341 | $10,850,304 | -$92,037 | -0.84% | |
| Central Valley Advisors, Llc | 2.73% | 640,350 | $10,658,632 | $10,568,977 | -$89,655 | -0.84% | |
| Goepper Burkhardt Llc | 3.45% | 617,619 | $10,326,034 | $10,193,802 | -$132,232 | -1.28% | |
| Cornerstone Planning, Llc | 2.25% | 584,751 | $9,733,195 | $9,651,315 | -$81,880 | -0.84% | |
| Apollon Wealth Management, Llc | 0.11% | 556,798 | $9,267,910 | $9,189,951 | -$77,959 | -0.84% | |
| Jones Financial Companies Lllp | 0.00% | 551,941 | $9,162,216 | $9,109,786 | -$52,430 | -0.57% | |
| Truist Financial Corp | 0.01% | 524,787 | $8,735,082 | $8,661,609 | -$73,473 | -0.84% | |
| Hub Investment Partners, Llc | 0.16% | 519,517 | $8,647,362 | $8,574,628 | -$72,734 | -0.84% | |
| Independent Advisor Alliance | 0.09% | 509,239 | $8,514,018 | $8,404,990 | -$109,028 | -1.28% | |
| Ameriprise Financial Inc | 0.00% | 508,021 | $8,494,174 | $8,384,887 | -$109,287 | -1.29% | |
| Amj Financial Wealth Management | 1.94% | 489,231 | $8,179,502 | $8,074,758 | -$104,744 | -1.28% | |
| Vista Investment Management | 2.69% | 479,552 | $8,017,685 | $7,915,006 | -$102,679 | -1.28% | |
| Marietta Wealth Management, Llc | 0.81% | 470,052 | $7,824,016 | $7,758,208 | -$65,808 | -0.84% |
Frequently asked questions about BSCU
Who owns the most BSCU stock?
The largest holders of BSCU 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 2030 CB (BSCU).
Is BSCU widely held by superinvestors?
Many widely followed stocks like BSCU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSCU 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.