BSCW Institutional Ownership
Invesco BulletShares 2032 Corporate Bond ETF
1W: -0.5%
1M: -2.6%
3M: -4.2%
YTD: -5.5%
1Y: -5.8%
3Y: +14.1%
$19.59
-0.06 (-0.28%)
Weekly Expected Move ±0.7%
$19
$19
$20
$20
$20
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — BSCW
186
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
22
New Positions
91
Increased
47
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (195 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 8,901,491 | $174M | +154,961 | +1.8% | 10Q | SEC ↗ |
| 2 | MORGAN STANLEY | 5,864,141 | $115M | +1,017,618 | +21.0% | 14Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 4,852,195 | $95M | +410,948 | +9.3% | 7Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 2,721,189 | $53M | -530,873 | -16.3% | 15Q | SEC ↗ |
| 5 | Atlantic Union Bankshares Corp | 2,577,411 | $50M | +504,532 | +24.3% | 14Q | SEC ↗ |
| 6 | LPL Financial LLC | 2,408,371 | $47M | +108,701 | +4.7% | 14Q | SEC ↗ |
| 7 | UBS Group AG | 2,116,835 | $41M | +83,183 | +4.1% | 14Q | SEC ↗ |
| 8 | Invesco Ltd. | 1,938,201 | $38M | +265,381 | +15.9% | 15Q | SEC ↗ |
| 9 | HENGEHOLD CAPITAL MANAGEMENT LLC | 1,904,149 | $37M | +5,581 | +0.3% | 5Q | SEC ↗ |
| 10 | MONECO ADVISORS, LLC | 1,179,623 | $23M | +122,856 | +11.6% | 12Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 1,026,669 | $20M | +32,110 | +3.2% | 16Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 1,015,609 | $20M | +83,664 | +9.0% | 12Q | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 835,672 | $16M | +54,535 | +7.0% | 6Q | SEC ↗ |
| 14 | Capital Investment Counsel, LLC | 791,608 | $16M | +69,414 | +9.6% | 7Q | SEC ↗ |
| 15 | FORONJY FINANCIAL LLC | 739,990 | $14M | +41,127 | +5.9% | 5Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE | 718,889 | $14M | +28,058 | +4.1% | 13Q | SEC ↗ |
| 17 | Clark Asset Management, LLC | 696,425 | $14M | +144,804 | +26.3% | 14Q | SEC ↗ |
| 18 | &PARTNERS | 691,058 | $14M | +15,391 | +2.3% | 9Q | SEC ↗ |
| 19 | Strategic Financial Group, LLC | 678,051 | $13M | +5,669 | +0.8% | 2Q | SEC ↗ |
| 20 | GILL CAPITAL PARTNERS, LLC | 571,677 | $11M | +12,155 | +2.2% | 14Q | SEC ↗ |
| 21 | Legacy Financial Group LLC NEW | 567,841 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 22 | COOKSON PEIRCE & CO INC | 539,123 | $11M | +25,106 | +4.9% | 15Q | SEC ↗ |
| 23 | Sequoia Financial Advisors, LLC | 512,884 | $10M | -393,206 | -43.4% | 3Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 499,978 | $10M | -1,966 | -0.4% | 14Q | SEC ↗ |
| 25 | JONES FINANCIAL COMPANIES LLLP | 481,288 | $9M | +105,243 | +28.0% | 9Q | SEC ↗ |
| 26 | MAI Capital Management | 472,071 | $9M | +93,424 | +24.7% | 7Q | SEC ↗ |
| 27 | Janney Montgomery Scott LLC | 468,056 | $9M | +12,562 | +2.8% | 5Q | SEC ↗ |
| 28 | Cornerstone Planning, LLC | 465,977 | $9M | +12,562 | +2.8% | 2Q | SEC ↗ |
| 29 | Apollon Wealth Management, LLC NEW | 449,268 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Lido Advisors, LLC | 416,112 | $8M | +8,103 | +2.0% | 11Q | SEC ↗ |
| 31 | Cambridge Investment Research Advisors | 394,783 | $8M | +24,692 | +6.7% | 8Q | SEC ↗ |
| 32 | Modern Wealth Management, LLC | 386,808 | $8M | +52,425 | +15.7% | 5Q | SEC ↗ |
| 33 | Marietta Wealth Management, LLC | 383,058 | $8M | +18,621 | +5.1% | 4Q | SEC ↗ |
| 34 | Asset Dedication, LLC | 380,309 | $7M | +21,990 | +6.1% | 15Q | SEC ↗ |
| 35 | MML INVESTORS SERVICES, LLC | 367,639 | $7M | +68,152 | +22.8% | 12Q | SEC ↗ |
| 36 | TRUIST FINANCIAL CORP | 359,753 | $7M | +258,476 | +255.2% | 5Q | SEC ↗ |
| 37 | Clearstead Advisors, LLC | 301,004 | $6M | +8,519 | +2.9% | 6Q | SEC ↗ |
| 38 | Goepper Burkhardt LLC | 290,056 | $6M | +6,984 | +2.5% | 4Q | SEC ↗ |
| 39 | Decker Wealth Management LLC | 277,896 | $5M | -87,004 | -23.8% | 3Q | SEC ↗ |
| 40 | VISTA INVESTMENT MANAGEMENT | 262,405 | $5M | +132,608 | +102.2% | 7Q | SEC ↗ |
| 41 | BCS Wealth Management | 251,567 | $5M | +5,580 | +2.3% | 11Q | SEC ↗ |
| 42 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 250,398 | $5M | +3,408 | +1.4% | 8Q | SEC ↗ |
| 43 | NorthAvenue LLC | 243,608 | $5M | +10,813 | +4.6% | 3Q | SEC ↗ |
| 44 | STEPHENS INC /AR | 234,510 | $5M | +11,334 | +5.1% | 10Q | SEC ↗ |
| 45 | Cetera Investment Advisers | 206,840 | $4M | +33,638 | +19.4% | 6Q | SEC ↗ |
| 46 | AMERIPRISE FINANCIAL INC | 188,157 | $4M | +13,263 | +7.6% | 12Q | SEC ↗ |
| 47 | Straight Path Wealth Management | 183,072 | $4M | +3,540 | +2.0% | 5Q | SEC ↗ |
| 48 | Hills Bank & Trust Co NEW | 181,433 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Ledgewood Wealth Advisors, LLC | 168,185 | $3M | -25,566 | -13.2% | 8Q | SEC ↗ |
| 50 | Carroll Advisory Group, LLC | 162,721 | $3M | +18,513 | +12.8% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Legacy Financial Group LLC | 567,841 | $11M |
| Apollon Wealth Management, LLC | 449,268 | $9M |
| Hills Bank & Trust Co | 181,433 | $4M |
| Savvy Advisors, Inc. | 141,206 | $3M |
| LeClair Wealth Partners LLC | 120,571 | $2M |
| DWM Financial Group, Inc. | 108,906 | $2M |
| Parallel Advisors, LLC | 46,541 | $912K |
| J.W. COLE ADVISORS, INC. | 39,687 | $777K |
| IMA Advisory Services, Inc. | 38,202 | $748K |
| Concurrent Investment Advisors, LLC | 32,839 | $643K |
| GTS SECURITIES LLC | 22,098 | $433K |
| Focus Partners Advisor Solutions, L | 20,895 | $409K |
| OLD MISSION CAPITAL LLC | 16,243 | $318K |
| SAX WEALTH ADVISORS, LLC | 15,492 | $303K |
| SFE Investment Counsel | 15,000 | $294K |
| Tennessee Valley Asset Management P | 13,618 | $267K |
| NATIXIS ADVISORS, LLC | 12,895 | $253K |
| Vestmark Advisory Solutions, Inc. | 11,257 | $220K |
| First Bancorp, Inc /ME | 10,963 | $215K |
| Somerset Trust Co | 10,933 | $214K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Motley Fool Wealth Management, LLC | 847,636 | $17M |
| Independent Advisor Alliance | 353,213 | $7M |
| Legacy CG, LLC | 191,762 | $4M |
| CITADEL ADVISORS LLC | 66,243 | $1M |
| JANE STREET GROUP, LLC | 62,500 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 15,633 | $306K |
| Compound Planning, Inc. | 14,135 | $277K |
| Diversified Portfolios, Inc. | 13,099 | $257K |
| FLOW TRADERS U.S. LLC | 12,178 | $239K |
| Ascentis Independent Advisors | 10,933 | $214K |
| Elevation Advisory Partners LLC | 10,193 | $200K |
| Beacon Pointe Advisors, LLC | 10,096 | $198K |
| Cassaday & Co Wealth Management LLC | 9,794 | $192K |
| Align Financial, LLC | 6,638 | $130K |
| Rockefeller Capital Management L.P. | 5,235 | $103K |
| Advisory Services Network, LLC | 4,529 | $89K |
| Western Wealth Management, LLC | 2,500 | $49K |
| JPMORGAN CHASE & CO | 1,861 | $36K |
| Knights of Columbus Asset Advisors | 1,749 | $34K |
| Intentional Wealth Strategies, LLC | 1,334 | $26K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +1,017,618 | +21.0% | 5,864,141 |
| Atlantic Union Bankshares Corp | +504,532 | +24.3% | 2,577,411 |
| RAYMOND JAMES FINANCIAL INC | +410,948 | +9.3% | 4,852,195 |
| Invesco Ltd. | +265,381 | +15.9% | 1,938,201 |
| TRUIST FINANCIAL CORP | +258,476 | +255.2% | 359,753 |
| Aptus Capital Advisors, LLC | +154,961 | +1.8% | 8,901,491 |
| Clark Asset Management, LLC | +144,804 | +26.3% | 696,425 |
| VISTA INVESTMENT MANAGEMENT | +132,608 | +102.2% | 262,405 |
| MONECO ADVISORS, LLC | +122,856 | +11.6% | 1,179,623 |
| LPL Financial LLC | +108,701 | +4.7% | 2,408,371 |
| JONES FINANCIAL COMPANIES LLLP | +105,243 | +28.0% | 481,288 |
| MAI Capital Management | +93,424 | +24.7% | 472,071 |
| ENVESTNET ASSET MANAGEMENT INC | +83,664 | +9.0% | 1,015,609 |
| UBS Group AG | +83,183 | +4.1% | 2,116,835 |
| Carnegie Investment Counsel | +71,237 | +88.5% | 151,756 |
| Capital Investment Counsel, LLC | +69,414 | +9.6% | 791,608 |
| MML INVESTORS SERVICES, LLC | +68,152 | +22.8% | 367,639 |
| Baird Financial Group, Inc. | +54,535 | +7.0% | 835,672 |
| Modern Wealth Management, LLC | +52,425 | +15.7% | 386,808 |
| FORONJY FINANCIAL LLC | +41,127 | +5.9% | 739,990 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | -530,873 | -16.3% | 2,721,189 |
| Sequoia Financial Advisors, LLC | -393,206 | -43.4% | 512,884 |
| Addison Advisors LLC | -150,668 | -51.8% | 140,019 |
| EVEXIA WEALTH LLC | -95,897 | -74.7% | 32,470 |
| Decker Wealth Management LLC | -87,004 | -23.8% | 277,896 |
| Atria Investments, Inc | -82,554 | -60.9% | 53,013 |
| Private Advisor Group, LLC | -82,519 | -40.2% | 122,570 |
| GOLDMAN SACHS GROUP INC | -68,604 | -85.8% | 11,317 |
| MERCER GLOBAL ADVISORS INC /ADV | -41,835 | -23.0% | 140,244 |
| Apeiron RIA LLC | -35,668 | -60.3% | 23,494 |
| Ledgewood Wealth Advisors, LLC | -25,566 | -13.2% | 168,185 |
| EASTERN BANK | -11,852 | -83.0% | 2,420 |
| Kestra Advisory Services, LLC | -5,746 | -10.3% | 50,049 |
| COMMONWEALTH EQUITY SERVICES, LLC | -4,800 | -2.9% | 160,942 |
| SAWGRASS ASSET MANAGEMENT LLC | -3,960 | -4.8% | 77,826 |
| Colonial Trust Co / SC | -3,690 | -7.3% | 47,189 |
| Legacy Wealth Partners, LLC | -3,347 | -20.6% | 12,934 |
| AQR CAPITAL MANAGEMENT LLC | -2,526 | -2.4% | 102,866 |
| OSAIC HOLDINGS, INC. | -1,966 | -0.4% | 499,978 |
| Oliver Luxxe Assets LLC | -1,903 | -4.2% | 42,960 |