Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free BSCZ Stock Alerts

Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) Institutional Ownership

Invesco BulletShares 2035 Corporate Bond ETF logo
$20.15 -0.02 (-0.10%)
As of 10:16 AM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2035 Corporate Bond ETF (NASDAQ:BSCZ)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$85.80M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.81M
Get BSCZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco BulletShares 2035 Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BSCZ Institutional Buying and Selling by Quarter

Invesco BulletShares 2035 Corporate Bond ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Butensky & Cohen Financial Security Inc.74,316$1.52M0.4%+8.9%0.569%
7/10/2026 Carolina Wealth Advisors LLC292,847$6.00M2.3%+1.8%2.244%
7/8/2026 Clark Asset Management LLC211,938$4.34M0.3%+53.2%1.624%
5/29/2026 Asset Dedication LLC8,731$179K0.0%N/A0.077%
5/19/2026Bank of America Corp DE59,970$1.23M0.0%N/A0.526%
5/18/2026Royal Bank of Canada119,591$2.45M0.0%+31.3%1.049%
5/14/2026Davis R M Inc.16,874$346K0.0%+15.8%0.148%
5/13/2026 Cetera Investment Advisers75,780$1.56M0.0%+25.5%0.665%
5/5/2026Sanctuary Advisors LLC142,737$2.93M0.0%+1.1%1.252%
5/2/2026 International Assets Investment Management LLC13,234$272K0.0%+10.2%0.116%
5/1/2026 Independence Bank of Kentucky17,545$360K0.0%N/A0.154%
4/28/2026 Stephens Inc. AR165,848$3.40M0.0%+139.5%1.474%
4/23/2026 Kohmann Bosshard Financial Services LLC11,602$238K0.0%+26.0%0.103%
4/18/2026 BCS Wealth Management121,711$2.50M0.5%-47.4%1.096%
4/17/2026 Novare Capital Management LLC40,084$823K0.1%+20.7%0.361%
4/17/2026 Clark Asset Management LLC138,342$2.84M0.3%+36.1%1.281%
4/16/2026 Davis Capital Management6,769$139K0.1%+60.0%0.063%
2/19/2026Invesco Ltd.828,971$17.25M0.0%N/A10.234%
2/17/2026 Cetera Investment Advisers60,403$1.26M0.0%+436.0%0.746%
2/17/2026Equitable Holdings Inc.78,017$1.62M0.0%N/A0.963%
2/17/2026Osaic Holdings Inc.23,735$494K0.0%N/A0.293%
2/17/2026Royal Bank of Canada91,103$1.90M0.0%+1,035.2%1.125%
2/16/2026 MML Investors Services LLC50,084$1.04M0.0%N/A0.618%
2/13/2026 River Wealth Advisors LLC9,778$203K0.0%N/A0.121%
2/13/2026 Stifel Financial Corp16,823$350K0.0%N/A0.208%
2/12/2026Davis R M Inc.14,566$303K0.0%N/A0.180%
2/12/2026Jane Street Group LLC53,010$1.10M0.0%-30.9%0.654%
2/11/2026 LeClair Wealth Partners LLC112,532$2.34M1.4%N/A1.389%
2/11/2026 LPL Financial LLC127,253$2.65M0.0%N/A1.571%
2/11/2026 JPMorgan Chase & Co.241,435$5.02M0.0%N/A2.981%
2/11/2026 Cookson Peirce & Co. Inc.537,257$11.18M0.5%N/A6.633%
2/10/2026Gill Capital Partners LLC152,657$3.18M1.0%+210.6%1.885%
2/10/2026 Ellevest Inc.89,327$1.86M0.3%N/A1.103%
2/9/2026 Carroll Advisory Group LLC69,781$1.45M0.6%N/A0.861%
2/6/2026 HighTower Advisors LLC33,995$707K0.0%N/A0.420%
2/5/2026 Stephens Inc. AR69,245$1.44M0.0%+119.1%0.855%
2/5/2026 Novare Capital Management LLC33,209$691K0.1%+29.1%0.410%
2/4/2026 Moneco Advisors LLC32,848$684K0.1%N/A0.406%
2/3/2026 International Assets Investment Management LLC12,004$250K0.0%N/A0.148%
1/30/2026 Kohmann Bosshard Financial Services LLC9,207$192K0.0%N/A0.140%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
1/29/2026Sanctuary Advisors LLC141,206$2.94M0.0%N/A2.139%
1/29/2026 Golden Reserve Retirement LLC21,862$455K0.1%N/A0.331%
1/28/2026 Davis Capital Management4,230$88K0.1%+93.4%0.064%
1/27/2026 Clark Asset Management LLC101,610$2.11M0.2%+105.2%1.540%
1/26/2026 BCS Wealth Management231,368$4.82M0.5%N/A3.506%
1/21/2026 Carolina Wealth Advisors LLC293,764$6.11M2.7%-1.1%4.663%
1/20/2026 YANKCOM Partnership12,934$269K0.1%+156.4%0.205%
1/16/2026 Marquette Asset Management LLC4,355$91K0.0%+505.7%0.069%
1/16/2026 Ledgewood Wealth Advisors LLC30,137$627K0.4%N/A0.478%
1/15/2026 Infinity Wealth Counsel LLC74,420$1.55M1.4%+287.6%1.181%
1/13/2026 Butensky & Cohen Financial Security Inc.62,299$1.30M0.4%+277.2%1.222%
1/2/2026 Global Wealth Strategies & Associates1,335$28K0.0%N/A0.081%
11/17/2025Citadel Advisors LLC67,788$1.41M0.0%N/A4.108%
11/14/2025Raymond James Financial Inc.51,122$1.06M0.0%N/A3.098%
11/13/2025Hobbs Group Advisors LLC19,082$397K0.1%N/A1.156%
11/3/2025 Novare Capital Management LLC25,721$535K0.0%N/A1.559%
10/27/2025 Stephens Inc. AR31,610$658K0.0%N/A2.107%
10/27/2025Gill Capital Partners LLC49,148$1.02M0.3%N/A3.277%
10/21/2025 Davis Capital Management2,187$45K0.0%N/A0.182%
10/20/2025 Clark Asset Management LLC49,508$1.03M0.1%N/A4.126%
10/20/2025 YANKCOM Partnership5,044$105K0.0%N/A0.420%
10/7/2025 Carolina Wealth Advisors LLC297,044$6.18M2.7%+1,858.9%28.290%
10/7/2025 Infinity Wealth Counsel LLC19,200$399K0.4%N/A1.829%


BSCZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 41 institutional investors and hedge funds held shares of Invesco BulletShares 2035 Corporate Bond ETF. The most heavily invested institutionals were Invesco Ltd. ($17.25M), Cookson Peirce & Co. Inc. ($11.18M), Carolina Wealth Advisors LLC ($6.00M), JPMorgan Chase & Co. ($5.02M), Clark Asset Management LLC ($4.34M), Stephens Inc. AR ($3.40M), and Gill Capital Partners LLC ($3.18M).Learn more on Invesco BulletShares 2035 Corporate Bond ETF's institutional investors.

Of the 40 institutional investors that purchased Invesco BulletShares 2035 Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Invesco Ltd. ($828.97K), Cookson Peirce & Co. Inc. ($537.26K), Carolina Wealth Advisors LLC ($287.04K), JPMorgan Chase & Co. ($241.44K), BCS Wealth Management ($231.37K), Clark Asset Management LLC ($211.94K), and Stephens Inc. AR ($165.85K).

Institutional investors have bought a total of 4,128,485 shares in the last 24 months. This purchase volume represents approximately $85.80M in transactions.

The following institutional investors have sold Invesco BulletShares 2035 Corporate Bond ETF stock in the last 24 months: BCS Wealth Management ($109.66K), Jane Street Group LLC ($23.75K), and Carolina Wealth Advisors LLC ($3.28K).

Institutional investors have sold a total of 136,688 shares in the last 24 months. This volume of shares sold represents approximately $2.81M in transactions.


Related Companies

Institutional ownership data for NASDAQ:BSCZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The options guide that actually starts at the beginning
Most options educators jump straight into Greeks, spreads, and implied volatility - losing beginners before th...
Base Camp Trading | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
Why I'm sending this one to my own family
Behind the Markets editor Kelly Maguire says she has never sent an email quite like this one. A sealed congres...
Behind the Markets | Sponsoredtc pixel