BSCU Institutional Ownership
Invesco BulletShares 2030 Corporate Bond ETF
1W: -0.2%
1M: -1.8%
3M: -2.7%
YTD: -3.9%
1Y: -4.0%
3Y: +14.5%
5Y: -3.1%
$16.14
-0.03 (-0.19%)
Weekly Expected Move ±0.5%
$16
$16
$16
$16
$16
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — BSCU
325
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
34
New Positions
177
Increased
79
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (341 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10,913,052 | $176M | +224,744 | +2.1% | 22Q | SEC ↗ |
| 2 | Aptus Capital Advisors, LLC | 9,388,158 | $152M | +162,864 | +1.8% | 16Q | SEC ↗ |
| 3 | Lido Advisors, LLC | 8,359,538 | $135M | -78,477 | -0.9% | 6Q | SEC ↗ |
| 4 | Waverly Advisors, LLC | 5,572,712 | $90M | +5,547,397 | +21913.5% | 10Q | SEC ↗ |
| 5 | LPL Financial LLC | 5,547,683 | $90M | +422,835 | +8.3% | 15Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 5,531,701 | $89M | +383,854 | +7.5% | 7Q | SEC ↗ |
| 7 | Invesco Ltd. | 4,705,304 | $76M | +300,168 | +6.8% | 19Q | SEC ↗ |
| 8 | TruWealth Advisors, LLC | 4,680,408 | $76M | +131,629 | +2.9% | 7Q | SEC ↗ |
| 9 | Clearstead Advisors, LLC | 3,910,447 | $63M | +89,907 | +2.4% | 9Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 3,541,844 | $57M | +287,273 | +8.8% | 22Q | SEC ↗ |
| 11 | Atlantic Union Bankshares Corp | 3,202,800 | $52M | +594,046 | +22.8% | 14Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 2,935,895 | $47M | +155,204 | +5.6% | 15Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 2,816,360 | $45M | +176,695 | +6.7% | 23Q | SEC ↗ |
| 14 | UBS Group AG | 2,448,625 | $40M | +231,868 | +10.5% | 18Q | SEC ↗ |
| 15 | HENGEHOLD CAPITAL MANAGEMENT LLC | 2,291,739 | $37M | +135,650 | +6.3% | 11Q | SEC ↗ |
| 16 | &PARTNERS | 1,965,711 | $32M | +53,199 | +2.8% | 9Q | SEC ↗ |
| 17 | TLWM | 1,851,064 | $30M | +45,401 | +2.5% | 14Q | SEC ↗ |
| 18 | Brookstone Capital Management | 1,800,440 | $29M | -103,436 | -5.4% | 3Q | SEC ↗ |
| 19 | MAI Capital Management | 1,736,911 | $28M | +63,715 | +3.8% | 7Q | SEC ↗ |
| 20 | IMA Advisory Services, Inc. | 1,578,735 | $25M | +130,163 | +9.0% | 8Q | SEC ↗ |
| 21 | SHUFRO ROSE & CO LLC NEW | 1,542,429 | $25M | — | +0.0% | 1Q | SEC ↗ |
| 22 | MONECO ADVISORS, LLC | 1,536,904 | $25M | +115,909 | +8.2% | 11Q | SEC ↗ |
| 23 | Clark Asset Management, LLC | 1,398,237 | $23M | +240,501 | +20.8% | 15Q | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 1,306,797 | $21M | +307,396 | +30.8% | 10Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 1,295,777 | $21M | +157,155 | +13.8% | 15Q | SEC ↗ |
| 26 | Capital Investment Counsel, LLC | 1,260,363 | $20M | +91,371 | +7.8% | 7Q | SEC ↗ |
| 27 | Hills Bank & Trust Co | 1,047,500 | $17M | -1,573,707 | -60.0% | 9Q | SEC ↗ |
| 28 | FORONJY FINANCIAL LLC | 1,022,344 | $17M | +58,625 | +6.1% | 5Q | SEC ↗ |
| 29 | Advisors Capital Management, LLC | 990,407 | $16M | +34,714 | +3.6% | 9Q | SEC ↗ |
| 30 | DAVIS R M INC | 908,907 | $15M | +100,160 | +12.4% | 11Q | SEC ↗ |
| 31 | Kestra Advisory Services, LLC | 876,869 | $14M | +418,958 | +91.5% | 7Q | SEC ↗ |
| 32 | MML INVESTORS SERVICES, LLC | 850,723 | $14M | +167,324 | +24.5% | 12Q | SEC ↗ |
| 33 | OSAIC HOLDINGS, INC. | 797,789 | $13M | +34,728 | +4.6% | 21Q | SEC ↗ |
| 34 | Cambridge Investment Research Advisors | 740,408 | $12M | +48,160 | +7.0% | 11Q | SEC ↗ |
| 35 | Asset Dedication, LLC | 737,920 | $12M | +20,506 | +2.9% | 23Q | SEC ↗ |
| 36 | Goepper Burkhardt LLC | 693,597 | $11M | +75,978 | +12.3% | 12Q | SEC ↗ |
| 37 | CVFG LLC | 691,355 | $11M | +20,852 | +3.1% | 2Q | SEC ↗ |
| 38 | KIRR MARBACH & CO LLC /IN | 689,505 | $11M | +105 | +0.0% | 3Q | SEC ↗ |
| 39 | JONES FINANCIAL COMPANIES LLLP | 685,236 | $11M | +133,295 | +24.2% | 9Q | SEC ↗ |
| 40 | Janney Montgomery Scott LLC | 663,281 | $11M | +14,324 | +2.2% | 18Q | SEC ↗ |
| 41 | CWM, LLC | 661,157 | $11M | -97,794 | -12.9% | 9Q | SEC ↗ |
| 42 | COOKSON PEIRCE & CO INC | 657,395 | $11M | +11,279 | +1.7% | 23Q | SEC ↗ |
| 43 | CENTRAL VALLEY ADVISORS, LLC | 640,350 | $10M | +3,081 | +0.5% | 4Q | SEC ↗ |
| 44 | AMERIPRISE FINANCIAL INC | 628,743 | $10M | +120,722 | +23.8% | 11Q | SEC ↗ |
| 45 | Cetera Investment Advisers | 593,583 | $10M | +227,152 | +62.0% | 11Q | SEC ↗ |
| 46 | Cornerstone Planning, LLC | 584,751 | $9M | +17,730 | +3.1% | 3Q | SEC ↗ |
| 47 | NewEdge Advisors, LLC | 581,488 | $9M | +10,039 | +1.8% | 10Q | SEC ↗ |
| 48 | Apollon Wealth Management, LLC NEW | 556,798 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 49 | GPM Growth Investors, Inc. | 528,408 | $9M | +71,167 | +15.6% | 3Q | SEC ↗ |
| 50 | TRUIST FINANCIAL CORP | 524,787 | $8M | +315,795 | +151.1% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| SHUFRO ROSE & CO LLC | 1,542,429 | $25M |
| Apollon Wealth Management, LLC | 556,798 | $9M |
| Kathmere Capital Management, LLC | 391,040 | $6M |
| KINTRA WEALTH, LLC | 271,226 | $4M |
| Arax Advisory Partners | 227,008 | $4M |
| Kinetic Wealth Investment Advisors | 206,013 | $3M |
| FCA CORP /TX | 83,005 | $1M |
| CITY HOLDING CO | 54,468 | $879K |
| Parallel Advisors, LLC | 53,829 | $869K |
| Concurrent Investment Advisors, LLC | 40,263 | $650K |
| Wedmont Private Capital | 35,440 | $572K |
| Focus Partners Advisor Solutions, L | 33,431 | $540K |
| Tennessee Valley Asset Management P | 19,462 | $314K |
| AXXCESS WEALTH MANAGEMENT, LLC | 18,491 | $299K |
| WealthCare Asset Management, LLC | 18,166 | $293K |
| NATIXIS ADVISORS, LLC | 17,233 | $278K |
| Vestmark Advisory Solutions, Inc. | 15,485 | $250K |
| Berman McAleer LLC | 14,775 | $239K |
| J.W. COLE ADVISORS, INC. | 14,364 | $232K |
| SIGNATURE ESTATE & INVESTMENT ADVIS | 14,025 | $226K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Focus Partners Wealth | 959,962 | $15M |
| Independent Advisor Alliance | 509,239 | $8M |
| Souders Financial Advisors | 243,575 | $4M |
| Legacy CG, LLC | 236,454 | $4M |
| GTS SECURITIES LLC | 21,200 | $342K |
| OLD NATIONAL BANCORP /IN | 21,138 | $341K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 19,954 | $322K |
| OLD MISSION CAPITAL LLC | 19,080 | $308K |
| Compound Planning, Inc. | 17,455 | $282K |
| Diversified Portfolios, Inc. | 16,176 | $261K |
| Thrivent Financial for Lutherans | 12,317 | $199K |
| Cassaday & Co Wealth Management LLC | 12,133 | $196K |
| Maridea Wealth Management LLC | 11,757 | $190K |
| Orion Porfolio Solutions, LLC | 11,328 | $183K |
| Gateway Wealth Partners, LLC | 10,992 | $177K |
| RFG Advisory, LLC | 10,765 | $174K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 9,335 | $151K |
| Advisory Services Network, LLC | 9,229 | $149K |
| Align Financial, LLC | 6,633 | $107K |
| Knights of Columbus Asset Advisors | 3,974 | $64K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Waverly Advisors, LLC | +5,547,397 | +21913.5% | 5,572,712 |
| Atlantic Union Bankshares Corp | +594,046 | +22.8% | 3,202,800 |
| LPL Financial LLC | +422,835 | +8.3% | 5,547,683 |
| Kestra Advisory Services, LLC | +418,958 | +91.5% | 876,869 |
| RAYMOND JAMES FINANCIAL INC | +383,854 | +7.5% | 5,531,701 |
| TRUIST FINANCIAL CORP | +315,795 | +151.1% | 524,787 |
| Baird Financial Group, Inc. | +307,396 | +30.8% | 1,306,797 |
| Invesco Ltd. | +300,168 | +6.8% | 4,705,304 |
| WELLS FARGO & COMPANY/MN | +287,273 | +8.8% | 3,541,844 |
| Clark Asset Management, LLC | +240,501 | +20.8% | 1,398,237 |
| UBS Group AG | +231,868 | +10.5% | 2,448,625 |
| Cetera Investment Advisers | +227,152 | +62.0% | 593,583 |
| MORGAN STANLEY | +224,744 | +2.1% | 10,913,052 |
| WEBSTER BANK, N. A. | +206,691 | +1758.0% | 218,448 |
| GOLDMAN SACHS GROUP INC | +186,536 | +567.3% | 219,416 |
| ROYAL BANK OF CANADA | +176,695 | +6.7% | 2,816,360 |
| Savvy Advisors, Inc. | +168,706 | +1637.8% | 179,007 |
| MML INVESTORS SERVICES, LLC | +167,324 | +24.5% | 850,723 |
| Aptus Capital Advisors, LLC | +162,864 | +1.8% | 9,388,158 |
| ENVESTNET ASSET MANAGEMENT INC | +157,155 | +13.8% | 1,295,777 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Hills Bank & Trust Co | -1,573,707 | -60.0% | 1,047,500 |
| Motley Fool Wealth Management, LLC | -1,037,805 | -98.9% | 11,578 |
| CITADEL ADVISORS LLC | -213,982 | -59.0% | 148,829 |
| Addison Advisors LLC | -178,881 | -50.5% | 175,307 |
| Sanctuary Advisors, LLC | -153,997 | -33.9% | 299,876 |
| Brookstone Capital Management | -103,436 | -5.4% | 1,800,440 |
| JANE STREET GROUP, LLC | -101,104 | -49.9% | 101,553 |
| CWM, LLC | -97,794 | -12.9% | 661,157 |
| Lido Advisors, LLC | -78,477 | -0.9% | 8,359,538 |
| Decker Wealth Management LLC | -74,644 | -17.4% | 355,540 |
| Atria Investments, Inc | -68,500 | -27.5% | 180,443 |
| Apeiron RIA LLC | -39,748 | -56.0% | 31,198 |
| Private Advisor Group, LLC | -37,027 | -23.8% | 118,459 |
| Key Financial Inc | -35,440 | -70.9% | 14,549 |
| Tower Research Capital LLC (TRC) | -26,449 | -99.6% | 95 |
| EVEXIA WEALTH LLC | -21,874 | -32.0% | 46,493 |
| Sequoia Financial Advisors, LLC | -15,603 | -49.4% | 15,981 |
| FIRST NATIONAL BANK OF OMAHA | -9,795 | -5.5% | 169,299 |
| MONTAG A & ASSOCIATES INC | -8,968 | -59.1% | 6,199 |
| Hobbs Group Advisors, LLC | -8,959 | -20.2% | 35,472 |