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Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) Institutional Ownership

Invesco BulletShares 2035 Corporate Bond ETF logo
$20.02 +0.02 (+0.10%)
As of 07/24/2026 03:59 PM 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
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BSCZ Institutional Buying and Selling by Quarter

Invesco BulletShares 2035 Corporate Bond ETF Major Shareholders & Ownership History

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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%
5/29/2026Asset 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%
5/13/2026Cetera 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%
4/28/2026Stephens 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%
4/17/2026Novare 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%
2/17/2026Cetera 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%
2/16/2026MML Investors Services LLC50,084$1.04M0.0%N/A0.618%
2/13/2026River Wealth Advisors LLC9,778$203K0.0%N/A0.121%
2/13/2026Stifel 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%
2/11/2026LeClair Wealth Partners LLC112,532$2.34M1.4%N/A1.389%
2/11/2026LPL Financial LLC127,253$2.65M0.0%N/A1.571%
2/11/2026JPMorgan 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%
2/10/2026Ellevest Inc.89,327$1.86M0.3%N/A1.103%
2/9/2026 Carroll Advisory Group LLC69,781$1.45M0.6%N/A0.861%
2/6/2026HighTower Advisors LLC33,995$707K0.0%N/A0.420%
2/5/2026Stephens Inc. AR69,245$1.44M0.0%+119.1%0.855%
2/5/2026Novare Capital Management LLC33,209$691K0.1%+29.1%0.410%
2/4/2026Moneco 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%
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1/29/2026Sanctuary Advisors LLC141,206$2.94M0.0%N/A2.139%
1/29/2026Golden 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%
11/3/2025Novare Capital Management LLC25,721$535K0.0%N/A1.559%
10/27/2025Stephens 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.


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This page (NASDAQ:BSCZ) was last updated on 7/25/2026 by MarketBeat.com Staff.
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