INVESCO BULLETSHARES 2030 CB (BSCU) Institutional Ownership Changes & 13F Activity

INVESCO BULLETSHARES 2030 CB (BSCU). 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 Waverly Advisors, Llc, Invesco Ltd., Ameriprise Financial Inc, Raymond James Financial Inc, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+157,155+13.8%1,295,777$21.57MQ2 2026Sep 23, 2026
Anchor Investment Management, LlcBuy+7,700+78.3%17,535$291.87KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+13,448+20.2%80,086$1.33MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-213,982-59.0%148,829$2.48MQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcBuy+24,287+109.6%46,447$773.11KQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-3,689-17.6%17,251$287.15KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+13,819+12.2%126,976$2.11MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+5,766+10.5%60,526$1.01MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+3,828+18.0%25,100$417.66KQ2 2026Aug 17, 2026
Waverly Advisors, LlcBuy+5,547,397+21913.5%5,572,712$92.76MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+4,705,304—4,705,304$78.32MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+628,743—628,743$10.46MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+383,854+7.5%5,531,701$92.08MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+287,273+8.8%3,541,844$58.95MQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+271,226—271,226$4.50MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+186,536+567.3%219,416$3.65MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+176,695+6.7%2,816,360$46.88MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+155,204+5.6%2,935,895$48.87MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+133,295+24.2%685,236$11.42MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-101,104-49.9%101,553$1.69MQ2 2026Aug 14, 2026
Davis R M IncBuy+100,160+12.4%908,907$15.13MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+63,715+3.8%1,736,911$28.91MQ2 2026Aug 14, 2026
&PartnersBuy+53,199+2.8%1,965,711$32.71MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+51,447+13.7%425,857$7.09MQ2 2026Aug 14, 2026
Keel Point, LlcBuy+49,027—49,027$816.05KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+34,728+4.6%797,789$13.28MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+17,233—17,233$286.00KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+15,485—15,485$257.75KQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+10,828—10,828$180.78KQ2 2026Aug 14, 2026
Morton Community BankBuy+10,221+3.1%335,156$5.58MQ2 2026Aug 14, 2026
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Frequently asked questions about BSCU activity

  • Which institutional owners are buying BSCU?

    Institutional owners buying BSCU 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 BSCU activity?

    "Buy" means an investor increased their reported position in BSCU compared to the prior reporting period. This reflects growing exposure to INVESCO BULLETSHARES 2030 CB (BSCU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BSCU increasing?

    Institutional interest in BSCU 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.

BSCU Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet