Funds holding Invesco BulletShares 2034 Corp
1 fund declares a position · 1 ETFs and 0 other funds · 72M $ · US46139W7838
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Aptus Defined Risk ETF ETF Series Solutions | 3,475,260 | 72M $ | 4.86 % | as of Apr 30, 2026 · Original filing |
Institutional managers
89 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 3,451,824 | 71.4M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 2,701,478 | 55.9M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,298,600 | 26.9M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,231,390 | 25.5M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 1,151,936 | 23.8M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 876,398 | 18.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 700,345 | 14.5M $ | as of Mar 31, 2026 |
| COOKSON PEIRCE & CO INC | 508,101 | 10.5M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 346,286 | 7.1M $ | as of Mar 31, 2026 |
| BCS Wealth Management | 339,077 | 7M $ | as of Mar 31, 2026 |
| Clark Asset Management, LLC | 323,095 | 6.7M $ | as of Mar 31, 2026 |
| Addison Advisors LLC | 269,234 | 5.6M $ | as of Mar 31, 2026 |
| Equitable Holdings, Inc. | 254,245 | 5.3M $ | as of Mar 31, 2026 |
| GILL CAPITAL PARTNERS, LLC | 237,746 | 4.9M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 237,616 | 4.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 230,755 | 4.8M $ | as of Mar 31, 2026 |
| Ledgewood Wealth Advisors, LLC | 204,212 | 4.2M $ | as of Mar 31, 2026 |
| STEPHENS INC /AR/ | 203,368 | 4.2M $ | as of Mar 31, 2026 |
| Modern Wealth Management, LLC | 200,676 | 4.2M $ | as of Mar 31, 2026 |
| MAI Capital Management | 189,833 | 3.9M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 161,612 | 3.3M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 160,262 | 3.3M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 159,995 | 3.3M $ | as of Mar 31, 2026 |
| Sanctuary Advisors, LLC | 149,809 | 3.1M $ | as of Mar 31, 2026 |
| Asset Dedication, LLC | 146,987 | 3M $ | as of Mar 31, 2026 |