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BSCS · Invesco BulletShares 2028 Corporate Bond ETF ETF

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$20.30 -0.01 (-0.05%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 1
Total Value: $3,478,707
Total Shares: 170,776

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 1 13F filers · Δ vs Jun 30, 2024
Top Holder
100.0%
Dec 2021 → Jun 2026 · range 7.7% – 100.0%
+89.7 pts
Top 5
100.0%
Dec 2021 → Jun 2026 · range 31.0% – 100.0%
+67.2 pts
Top 10
100.0%
Dec 2021 → Jun 2026 · range 48.0% – 100.0%
+50.4 pts
HHI
10,000
Dec 2021 → Jun 2026 · range 349 – 10,000
Highly concentrated+9,650

Quarterly Activity

vs Jun 30, 2024
New
1
Increased
0
Decreased
0
Sold Out
225
Unchanged
0
Holder count: -224
Institutional value: -99.7%
Shares held: -99.7%

Top New Positions

vs Jun 30, 2024
Institution Acquired Value (USD) Open
Kinetic Wealth Investment Advisors LLC 170,776 $3,478,707

Top Sold-Out Positions

vs Jun 30, 2024
Institution Previously Held Last Value (USD) Open
MORGAN STANLEY 6,479,915 $129,274,303
Lido Advisors, LLC 5,145,543 $102,653,582
WELLS FARGO & COMPANY/MN 3,294,340 $65,722,082
LPL Financial LLC 2,951,984 $58,892,080
TruWealth Advisors, LLC 2,713,982 $54,143,940
Filter: New 1 Increased 0 Reduced 0 Sold out 225 Unchanged 0
Showing 1 of 1
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Holder Value (USD) % of 13F Shares Open
Kinetic Wealth Investment Advisors LLC BSCS $3,478,707 100.00% 170,776