INVESCO BULLETSHARES 2035 CB (BSCZ) Institutional Ownership Changes & 13F Activity

INVESCO BULLETSHARES 2035 CB (BSCZ). 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 Invesco Ltd., Lpl Financial Llc, Raymond James Financial Inc, Osaic Holdings, Inc., and Jones Financial Companies Lllp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+30,508+26.5%145,565$2.98MQ2 2026Sep 23, 2026
Citadel Advisors LlcSell-20,804-13.5%132,956$2.72MQ2 2026Sep 02, 2026
Gill Capital Partners, LlcBuy+45,984+23.1%244,837$5.01MQ2 2026Aug 20, 2026
Equitable Holdings, Inc.Buy+45,268+39.2%160,610$3.29MQ2 2026Aug 17, 2026
Invesco Ltd.Buy+941,439—941,439$19.27MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+117,341+6.0%2,089,056$42.76MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+114,703+182.4%177,600$3.64MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+90,198+68.8%221,385$4.55MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-51,999-47.1%58,373$1.19MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+26,800+44.7%86,770$1.78MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-23,961-23.5%77,986$1.60MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+13,910+11.6%133,501$2.73MQ2 2026Aug 14, 2026
Davis R M IncBuy+13,387+79.3%30,261$619.44KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+11,286—11,286$231.02KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+5,874—5,874$120.24KQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+5,291+78.1%12,068$247.03KQ2 2026Aug 14, 2026
Redmond Asset Management, LlcBuy+3,843+34.1%15,104$309.18KQ2 2026Aug 14, 2026
Morgan StanleyBuy+62,555+67.5%155,274$3.18MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+25,000—25,000$511.75KQ2 2026Aug 13, 2026
Ubs Group AgBuy+2,821+26.8%13,336$272.99KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+255—255$5.22KQ2 2026Aug 13, 2026
Hobbs Group Advisors, LlcBuy+245+1.3%19,721$403.69KQ2 2026Aug 13, 2026
Fmr LlcBuy+231—231$4.73KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+38,513+50.8%114,293$2.34MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+338+1.9%18,084$370.17KQ2 2026Aug 12, 2026
Atlantic Union Bankshares CorpBuy+502—502$10.28KQ2 2026Aug 11, 2026
Addison Advisors LlcBuy+13,435+466.3%16,316$333.99KQ2 2026Aug 10, 2026
Ellevest, Inc.Buy+3,639+4.1%93,307$1.91MQ2 2026Aug 10, 2026
Ima Advisory Services, Inc.Buy+1,500—1,500$30.70KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+124,649+32.7%506,383$10.37MQ2 2026Aug 07, 2026
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Frequently asked questions about BSCZ activity

  • Which institutional owners are buying BSCZ?

    Institutional owners buying BSCZ 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 BSCZ activity?

    "Buy" means an investor increased their reported position in BSCZ compared to the prior reporting period. This reflects growing exposure to INVESCO BULLETSHARES 2035 CB (BSCZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BSCZ increasing?

    Institutional interest in BSCZ 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.