Funds holding Invesco BulletShares 2033 Corp
ISIN US46139W8257 · United States · LEI 254900PDI2GNZ8PCD259
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 149.1M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Aptus Defined Risk ETF ETF Series Solutions | 7,051,851 | 149.1M $ | 10.07 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Aptus Defined Risk ETF ETF Series Solutions | 10.07 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 7,051,851 | +1.5 % |
| 2026Q1 | 1 | 0 | 6,946,513 | +4.0 % |
| 2025Q4 | 1 | 0 | 6,681,469 | +7.4 % |
| 2025Q3 | 1 | 0 | 6,222,739 | +58.9 % |
| 2025Q2 | 1 | 3,916,823 |
Institutional managers
118 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 7,004,279 | 148.1M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 3,229,513 | 68.3M $ | as of Mar 31, 2026 |
| Clearstead Advisors, LLC | 2,662,099 | 56.3M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 2,498,792 | 52.8M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 2,004,014 | 42.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,904,673 | 40.3M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 861,568 | 18.2M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 829,291 | 17.5M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 629,946 | 13.3K $ | as of Mar 31, 2026 |
| Motley Fool Wealth Management, LLC | 543,485 | 11.5M $ | as of Mar 31, 2026 |
| Baird Financial Group, Inc. | 530,705 | 11.2M $ | as of Mar 31, 2026 |
| COOKSON PEIRCE & CO INC | 496,315 | 10.5M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 493,669 | 10.3M $ | as of Mar 31, 2026 |
| Parkway Wealth Management Group, LLC | 475,922 | 10.1M $ | as of Mar 31, 2026 |
| BCS Wealth Management | 432,811 | 9.2M $ | as of Mar 31, 2026 |
| Clark Asset Management, LLC | 423,028 | 8.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 414,450 | 8.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 383,288 | 8.1M $ | as of Mar 31, 2026 |
| Modern Wealth Management, LLC | 337,138 | 7.1M $ | as of Mar 31, 2026 |
| Equitable Holdings, Inc. | 313,449 | 6.7M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 268,288 | 5.7M $ | as of Mar 31, 2026 |
| Asset Dedication, LLC | 267,433 | 5.7M $ | as of Mar 31, 2026 |
| Addison Advisors LLC | 265,879 | 5.6M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 256,488 | 950.1K $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 237,436 | 5M $ | as of Mar 31, 2026 |
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Titelia. "Funds holding Invesco BulletShares 2033 Corp". https://titelia.com/en/stocks/invesco-bulletshares-2033-corp-US46139W8257