INVESCO BUL SHRS 2033 CB ETF (BSCX) Institutional Shareholders
INVESCO BUL SHRS 2033 CB ETF (BSCX) 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 $688.59M in BSCX holdings during the latest filing period.
Aptus Capital Advisors, Llc is currently the largest disclosed institutional shareholder of BSCX tracked by InsiderSet, reporting ownership valued at approximately $148.14M 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 $145.10M, representing an estimated loss of -2.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed BSCX value among the investors covered in this analysis. Major shareholders include Aptus Capital Advisors, Llc, Raymond James Financial Inc, Clearstead Advisors, Llc, and several other long-term asset managers with concentrated positions in INVESCO BUL SHRS 2033 CB ETF (BSCX).
This page ranks the largest institutional BSCX 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
124
Total Reported Value
$688.59M
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$148.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
132
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, Llc | 1.25% | 7,004,279 | $148,140,501 | $145,095,741 | -$3,044,760 | -2.06% | |
| Raymond James Financial Inc | 0.02% | 3,229,513 | $68,304,208 | $66,900,331 | -$1,403,877 | -2.06% | |
| Clearstead Advisors, Llc | 0.51% | 2,662,099 | $56,303,401 | $55,146,179 | -$1,157,222 | -2.06% | |
| Ameriprise Financial Inc | 0.01% | 2,498,792 | $52,839,007 | $51,763,226 | -$1,075,781 | -2.04% | |
| Lpl Financial Llc | 0.01% | 2,004,014 | $42,384,885 | $41,513,751 | -$871,134 | -2.06% | |
| Morgan Stanley | 0.00% | 1,904,673 | $40,283,837 | $39,455,873 | -$827,964 | -2.06% | |
| Invesco Ltd. | 0.00% | 861,568 | $18,222,158 | $17,847,640 | -$374,518 | -2.06% | |
| Wells Fargo & Company/Mn | 0.00% | 829,291 | $17,539,506 | $17,179,012 | -$360,494 | -2.06% | |
| Motley Fool Wealth Management, Llc | 1.30% | 543,485 | $11,494,702 | $11,258,455 | -$236,247 | -2.06% | |
| Baird Financial Group, Inc. | 0.02% | 530,705 | $11,224,411 | $10,993,713 | -$230,698 | -2.06% | |
| Clark Asset Management, Llc | 0.86% | 519,107 | $10,929,790 | $10,753,457 | -$176,333 | -1.61% | |
| Cookson Peirce & Co Inc | 0.36% | 516,334 | $10,871,414 | $10,696,014 | -$175,400 | -1.61% | |
| Jones Financial Companies Lllp | 0.00% | 493,669 | $10,330,525 | $10,226,501 | -$104,024 | -1.01% | |
| Parkway Wealth Management Group, Llc | 1.17% | 480,088 | $10,108,265 | $9,945,167 | -$163,098 | -1.61% | |
| Bcs Wealth Management | 1.70% | 449,212 | $9,458,157 | $9,305,561 | -$152,596 | -1.61% | |
| Bank Of America Corp | 0.00% | 414,450 | $8,765,618 | $8,585,456 | -$180,162 | -2.06% | |
| Royal Bank Of Canada | 0.00% | 383,288 | $8,107,000 | $7,939,926 | -$167,074 | -2.06% | |
| Modern Wealth Management, Llc | 0.12% | 337,138 | $7,135,519 | $6,983,915 | -$151,604 | -2.12% | |
| Equitable Holdings, Inc. | 0.04% | 313,449 | $6,726,616 | $6,493,190 | -$233,426 | -3.47% | |
| Apollon Wealth Management, Llc | 0.07% | 289,335 | $6,091,948 | $5,993,661 | -$98,287 | -1.61% | |
| Asset Dedication, Llc | 0.38% | 286,678 | $6,036,007 | $5,938,621 | -$97,386 | -1.61% | |
| Osaic Holdings, Inc. | 0.01% | 268,288 | $5,674,321 | $5,557,666 | -$116,655 | -2.06% | |
| Addison Advisors Llc | 1.24% | 265,879 | $5,623,334 | $5,507,763 | -$115,571 | -2.06% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 237,436 | $5,021,768 | $4,918,558 | -$103,210 | -2.06% | |
| Northavenue Llc | 3.31% | 219,593 | $4,623,524 | $4,548,935 | -$74,589 | -1.61% | |
| Northcrest Asset Manangement, Llc | 0.12% | 216,837 | $4,545,986 | $4,491,844 | -$54,142 | -1.19% | |
| Stephens Inc | 0.05% | 212,785 | $4,480,181 | $4,407,905 | -$72,276 | -1.61% | |
| Nottingham Advisors, Inc. | 0.53% | 212,131 | $4,453,351 | $4,394,357 | -$58,994 | -1.32% | |
| Virtue Asset Management Llc | 2.97% | 200,790 | $4,227,633 | $4,159,425 | -$68,208 | -1.61% | |
| Ledgewood Wealth Advisors, Llc | 2.19% | 195,591 | $4,118,167 | $4,051,726 | -$66,441 | -1.61% | |
| Jane Street Group, Llc | 0.00% | 188,023 | $3,976,686 | $3,894,953 | -$81,733 | -2.06% | |
| Lido Advisors, Llc | 0.01% | 164,304 | $3,475,030 | $3,403,607 | -$71,423 | -2.06% | |
| Independent Financial Group, Llc | 0.06% | 155,542 | $3,274,937 | $3,222,099 | -$52,838 | -1.61% | |
| Sanctuary Advisors, Llc | 0.02% | 154,329 | $3,264,048 | $3,196,972 | -$67,076 | -2.06% | |
| Infinity Wealth Counsel, Llc | 2.41% | 141,517 | $2,979,640 | $2,931,567 | -$48,073 | -1.61% | |
| Kestra Advisory Services, Llc | 0.01% | 140,017 | $2,948,049 | $2,900,494 | -$47,555 | -1.61% | |
| Envestnet Asset Management Inc | 0.00% | 128,246 | $2,712,411 | $2,656,654 | -$55,757 | -2.06% | |
| Cetera Investment Advisers | 0.00% | 126,629 | $2,678,203 | $2,623,158 | -$55,045 | -2.06% | |
| Carroll Advisory Group, Llc | 0.87% | 126,318 | $2,659,626 | $2,616,715 | -$42,911 | -1.61% | |
| Avior Wealth Management, Llc | 0.07% | 124,944 | $2,630,705 | $2,588,252 | -$42,453 | -1.61% | |
| Novare Capital Management Llc | 0.18% | 108,589 | $2,296,658 | $2,249,454 | -$47,204 | -2.06% | |
| Mai Capital Management | 0.01% | 105,995 | $2,241,801 | $2,195,718 | -$46,083 | -2.06% | |
| Hub Investment Partners, Llc | 0.04% | 101,642 | $2,140,072 | $2,105,545 | -$34,527 | -1.61% | |
| Mml Investors Services, Llc | 0.01% | 97,189 | $2,055,553 | $2,013,299 | -$42,254 | -2.06% | |
| Farnam Financial Llc | 1.43% | 93,406 | $1,966,670 | $1,934,933 | -$31,737 | -1.61% | |
| Aa Financial Advisors, Llc | 0.24% | 93,254 | $1,963,463 | $1,931,785 | -$31,678 | -1.61% | |
| Ubs Group Ag | 0.00% | 92,703 | $1,960,668 | $1,920,370 | -$40,298 | -2.06% | |
| Ellevest, Inc. | 0.27% | 90,810 | $1,920,635 | $1,881,156 | -$39,479 | -2.06% | |
| River Wealth Advisors Llc | 0.20% | 83,964 | $1,775,839 | $1,739,339 | -$36,500 | -2.06% | |
| Opulen Financial Group Llc | 1.02% | 77,239 | $1,626,263 | $1,600,029 | -$26,234 | -1.61% |
Frequently asked questions about BSCX
Who owns the most BSCX stock?
The largest holders of BSCX 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 BUL SHRS 2033 CB ETF (BSCX).
Is BSCX widely held by superinvestors?
Many widely followed stocks like BSCX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSCX 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.