BSCQ Institutional Ownership
Invesco BulletShares 2026 Corporate Bond ETF
1W: +0.0%
1M: -0.1%
3M: +0.2%
YTD: +0.4%
1Y: +0.5%
3Y: +13.9%
5Y: +5.3%
$19.52
+0.00 (+0.00%)
Weekly Expected Move ±0.2%
$19
$19
$20
$20
$20
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BSCQ
422
Institutional Holders
-22 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
22
New Positions
128
Increased
211
Reduced
27
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (460 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 48,086,592 | $939M | -5,485,644 | -10.2% | 16Q | SEC ↗ |
| 2 | LPL Financial LLC | 7,448,624 | $145M | -402,035 | -5.1% | 31Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 5,931,128 | $116M | -982,991 | -14.2% | 33Q | SEC ↗ |
| 4 | MORGAN STANLEY | 5,778,792 | $113M | -179,273 | -3.0% | 33Q | SEC ↗ |
| 5 | Invesco Ltd. | 4,023,401 | $79M | +329,268 | +8.9% | 19Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 3,816,240 | $74M | -300,045 | -7.3% | 15Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 3,059,524 | $60M | -488,075 | -13.8% | 7Q | SEC ↗ |
| 8 | MML INVESTORS SERVICES, LLC | 2,884,828 | $56M | +461,147 | +19.0% | 25Q | SEC ↗ |
| 9 | St. Louis Financial Planners Asset Man | 2,683,625 | $52M | +1,983,880 | +283.5% | 3Q | SEC ↗ |
| 10 | MAI Capital Management | 2,383,193 | $47M | -230,598 | -8.8% | 7Q | SEC ↗ |
| 11 | Fusion Family Wealth, LLC | 2,356,940 | $46M | +30,735 | +1.3% | 15Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 1,858,451 | $36M | +142,625 | +8.3% | 33Q | SEC ↗ |
| 13 | TLWM | 1,734,607 | $34M | +31,871 | +1.9% | 23Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 1,662,989 | $32M | -171,909 | -9.4% | 26Q | SEC ↗ |
| 15 | Bluespring Wealth Management, LLC | 1,611,771 | $31M | +109,178 | +7.3% | 12Q | SEC ↗ |
| 16 | Hills Bank & Trust Co | 1,499,770 | $29M | -1,423,084 | -48.7% | 12Q | SEC ↗ |
| 17 | Brookstone Capital Management | 1,446,072 | $28M | -85,662 | -5.6% | 23Q | SEC ↗ |
| 18 | MONECO ADVISORS, LLC | 1,431,523 | $28M | +72,678 | +5.3% | 15Q | SEC ↗ |
| 19 | UBS Group AG | 1,427,994 | $28M | -1,227,686 | -46.2% | 33Q | SEC ↗ |
| 20 | Hudson Capital Management LLC | 1,326,191 | $26M | +12,299 | +0.9% | 5Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 1,324,380 | $26M | -51,322 | -3.7% | 24Q | SEC ↗ |
| 22 | Asset Dedication, LLC | 1,313,287 | $26M | -46,002 | -3.4% | 33Q | SEC ↗ |
| 23 | Clark Asset Management, LLC | 1,172,878 | $23M | +120,903 | +11.5% | 15Q | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 1,115,959 | $22M | +208,357 | +23.0% | 13Q | SEC ↗ |
| 25 | AMERIPRISE FINANCIAL INC | 1,028,763 | $20M | -1,093,934 | -51.5% | 16Q | SEC ↗ |
| 26 | Kestra Advisory Services, LLC | 1,013,481 | $20M | +302,076 | +42.5% | 17Q | SEC ↗ |
| 27 | KIRR MARBACH & CO LLC /IN | 985,723 | $19M | -36,420 | -3.6% | 18Q | SEC ↗ |
| 28 | Cetera Investment Advisers | 943,686 | $18M | +227,574 | +31.8% | 10Q | SEC ↗ |
| 29 | Thrivent Financial for Lutherans | 862,443 | $17M | -14,970 | -1.7% | 3Q | SEC ↗ |
| 30 | Arax Advisory Partners NEW | 807,564 | $16M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Cornerstone Wealth Management, LLC | 776,783 | $15M | +5,040 | +0.7% | 11Q | SEC ↗ |
| 32 | IFS Advisors, LLC | 766,729 | $15M | +7,551 | +1.0% | 4Q | SEC ↗ |
| 33 | DAVIS R M INC | 746,432 | $15M | -294,400 | -28.3% | 27Q | SEC ↗ |
| 34 | COMMONWEALTH EQUITY SERVICES, LLC | 692,406 | $14M | -14,902 | -2.1% | 24Q | SEC ↗ |
| 35 | STIFEL FINANCIAL CORP | 651,173 | $13M | -42,308 | -6.1% | 30Q | SEC ↗ |
| 36 | NewEdge Advisors, LLC | 644,800 | $13M | -34,716 | -5.1% | 19Q | SEC ↗ |
| 37 | Legacy Private Trust Co. | 606,633 | $12M | -12,399 | -2.0% | 19Q | SEC ↗ |
| 38 | KESTRA PRIVATE WEALTH SERVICES, LLC | 598,395 | $12M | -35,366 | -5.6% | 11Q | SEC ↗ |
| 39 | JONES FINANCIAL COMPANIES LLLP | 596,792 | $12M | +98,600 | +19.8% | 9Q | SEC ↗ |
| 40 | Goepper Burkhardt LLC | 570,339 | $11M | -42,518 | -6.9% | 23Q | SEC ↗ |
| 41 | Focus Partners Wealth | 558,024 | $11M | -900,550 | -61.7% | 11Q | SEC ↗ |
| 42 | CVFG LLC | 531,249 | $10M | +10,120 | +1.9% | 2Q | SEC ↗ |
| 43 | BCS Wealth Management | 529,635 | $10M | -3,165 | -0.6% | 16Q | SEC ↗ |
| 44 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 513,432 | $10M | -99,486 | -16.2% | 16Q | SEC ↗ |
| 45 | Financial Solutions Advisory Group, In | 503,498 | $10M | -81,095 | -13.9% | 2Q | SEC ↗ |
| 46 | Straight Path Wealth Management | 501,253 | $10M | +18,598 | +3.9% | 19Q | SEC ↗ |
| 47 | CAPTRUST FINANCIAL ADVISORS | 493,966 | $10M | +76,471 | +18.3% | 28Q | SEC ↗ |
| 48 | EVEXIA WEALTH LLC | 492,437 | $10M | +46,027 | +10.3% | 11Q | SEC ↗ |
| 49 | HENGEHOLD CAPITAL MANAGEMENT LLC | 488,624 | $10M | +19,781 | +4.2% | 16Q | SEC ↗ |
| 50 | Lantz Financial LLC | 488,002 | $10M | +13,464 | +2.8% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 807,564 | $16M |
| Matthew Goff Investment Advisor, LL | 476,260 | $9M |
| J.W. COLE ADVISORS, INC. | 165,212 | $3M |
| Diversify Advisory Services, LLC | 122,808 | $2M |
| Bank of New York Mellon Corp | 40,456 | $790K |
| Concurrent Investment Advisors, LLC | 36,956 | $721K |
| IMA Advisory Services, Inc. | 36,240 | $707K |
| Wedmont Private Capital | 28,150 | $549K |
| Focus Partners Advisor Solutions, L | 22,397 | $437K |
| Kestra Investment Management, LLC | 20,589 | $402K |
| POTOMAC FUND MANAGEMENT INC /ADV | 18,344 | $358K |
| WealthCare Asset Management, LLC | 16,052 | $313K |
| Vestmark Advisory Solutions, Inc. | 12,733 | $249K |
| F/m Investments LLC | 11,652 | $227K |
| Checchi Capital Advisers, LLC | 11,269 | $220K |
| StoneX Group Inc. | 10,419 | $203K |
| Global Retirement Partners, LLC | 6,574 | $128K |
| ASSETMARK, INC | 2,356 | $46K |
| SHP Wealth Management | 1,433 | $28K |
| First Bancorp, Inc /ME | 1,172 | $23K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 493,875 | $10M |
| Red Spruce Capital, LLC | 425,612 | $8M |
| WLTH Capital Management, LLC | 424,988 | $8M |
| 49 WEALTH MANAGEMENT, LLC | 278,970 | $5M |
| AMJ Financial Wealth Management | 258,258 | $5M |
| Coastline Complete Wealth LLC | 200,681 | $4M |
| S.E.E.D. Planning Group LLC | 176,573 | $3M |
| CITADEL ADVISORS LLC | 139,466 | $3M |
| HB Wealth Management, LLC | 124,904 | $2M |
| CAPSTONE WEALTH MANAGEMENT GROUP, L | 121,335 | $2M |
| JANE STREET GROUP, LLC | 88,003 | $2M |
| Gryphon Financial Partners LLC | 85,350 | $2M |
| OLD MISSION CAPITAL LLC | 76,433 | $1M |
| ProVise Management Group, LLC | 73,283 | $1M |
| Flaharty Asset Management, LLC | 67,901 | $1M |
| Segment Wealth Management, LLC | 65,151 | $1M |
| ArborFi Advisors, LLC | 62,237 | $1M |
| Cloud Capital Management, LLC | 31,770 | $620K |
| Lineweaver Wealth Advisors, LLC | 31,631 | $617K |
| Summit Global Investments | 28,294 | $552K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| St. Louis Financial Planners Asset | +1,983,880 | +283.5% | 2,683,625 |
| MML INVESTORS SERVICES, LLC | +461,147 | +19.0% | 2,884,828 |
| Invesco Ltd. | +329,268 | +8.9% | 4,023,401 |
| Kestra Advisory Services, LLC | +302,076 | +42.5% | 1,013,481 |
| Cetera Investment Advisers | +227,574 | +31.8% | 943,686 |
| Baird Financial Group, Inc. | +208,357 | +23.0% | 1,115,959 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +149,461 | +63.6% | 384,369 |
| BENJAMIN EDWARDS INC | +146,256 | +52.3% | 426,163 |
| ROYAL BANK OF CANADA | +142,625 | +8.3% | 1,858,451 |
| Savvy Advisors, Inc. | +132,835 | +323.7% | 173,869 |
| Clark Asset Management, LLC | +120,903 | +11.5% | 1,172,878 |
| Bluespring Wealth Management, LLC | +109,178 | +7.3% | 1,611,771 |
| Modern Wealth Management, LLC | +106,194 | +37.3% | 391,001 |
| JONES FINANCIAL COMPANIES LLLP | +98,600 | +19.8% | 596,792 |
| CAPTRUST FINANCIAL ADVISORS | +76,471 | +18.3% | 493,966 |
| MONECO ADVISORS, LLC | +72,678 | +5.3% | 1,431,523 |
| Stratos Wealth Partners, LTD. | +58,493 | +68.5% | 143,902 |
| Parallel Advisors, LLC | +50,730 | +4910.9% | 51,763 |
| EVEXIA WEALTH LLC | +46,027 | +10.3% | 492,437 |
| TLWM | +31,871 | +1.9% | 1,734,607 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Lido Advisors, LLC | -5,485,644 | -10.2% | 48,086,592 |
| Hills Bank & Trust Co | -1,423,084 | -48.7% | 1,499,770 |
| UBS Group AG | -1,227,686 | -46.2% | 1,427,994 |
| AMERIPRISE FINANCIAL INC | -1,093,934 | -51.5% | 1,028,763 |
| WELLS FARGO & COMPANY/MN | -982,991 | -14.2% | 5,931,128 |
| Focus Partners Wealth | -900,550 | -61.7% | 558,024 |
| Ironwood Wealth Management, LLC. | -796,432 | -74.9% | 267,436 |
| Atlantic Union Bankshares Corp | -675,730 | -96.5% | 24,325 |
| SHUFRO ROSE & CO LLC | -615,915 | -60.3% | 405,598 |
| RAYMOND JAMES FINANCIAL INC | -488,075 | -13.8% | 3,059,524 |
| LPL Financial LLC | -402,035 | -5.1% | 7,448,624 |
| FCA CORP /TX | -371,430 | -96.6% | 12,946 |
| Meriwether Wealth & Planning, LLC | -332,315 | -94.2% | 20,566 |
| BANK OF AMERICA CORP /DE | -300,045 | -7.3% | 3,816,240 |
| DAVIS R M INC | -294,400 | -28.3% | 746,432 |
| Souders Financial Advisors | -264,806 | -95.9% | 11,239 |
| SBE LLC DBA CEDAR COVE WEALTH PARTN | -233,102 | -91.2% | 22,386 |
| MAI Capital Management | -230,598 | -8.8% | 2,383,193 |
| Ironwood Financial, llc | -205,914 | -56.5% | 158,238 |
| MORGAN STANLEY | -179,273 | -3.0% | 5,778,792 |