Funds holding Invesco BulletShares 2030 Corp
1 fund declares a position · 1 ETFs and 0 other funds · 154.8M $ · US46138J4601
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Aptus Defined Risk ETF ETF Series Solutions | 9,250,700 | 154.8M $ | 10.45 % | as of Apr 30, 2026 · Original filing |
Institutional managers
298 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 | |
|---|---|---|---|
| MORGAN STANLEY | 10,688,308 | 178.7M $ | as of Mar 31, 2026 |
| Aptus Capital Advisors, LLC | 9,225,294 | 154.2M $ | as of Mar 31, 2026 |
| Lido Advisors, LLC | 8,438,015 | 141.1M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 5,147,847 | 86.1M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 5,124,848 | 85.7M $ | as of Mar 31, 2026 |
| TruWealth Advisors, LLC | 4,680,408 | 78.3M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 4,405,136 | 73.6M $ | as of Mar 31, 2026 |
| Clearstead Advisors, LLC | 3,820,540 | 63.9M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 3,254,571 | 54.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 2,780,691 | 46.5M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 2,639,665 | 44.1M $ | as of Mar 31, 2026 |
| Hills Bank & Trust Co | 2,621,207 | 43.8M $ | as of Mar 31, 2026 |
| Atlantic Union Bankshares Corp | 2,608,754 | 43.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 2,216,757 | 37.1M $ | as of Mar 31, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,156,089 | 36M $ | as of Mar 31, 2026 |
| &PARTNERS | 1,912,512 | 31.9M $ | as of Mar 31, 2026 |
| Brookstone Capital Management | 1,903,876 | 31.8M $ | as of Mar 31, 2026 |
| TLWM | 1,805,663 | 30.2M $ | as of Mar 31, 2026 |
| MAI Capital Management | 1,673,196 | 28M $ | as of Mar 31, 2026 |
| IMA Advisory Services, Inc. | 1,448,572 | 24.2M $ | as of Mar 31, 2026 |
| MONECO ADVISORS, LLC | 1,420,995 | 23.8M $ | as of Mar 31, 2026 |
| Capital Investment Counsel, LLC | 1,168,992 | 19.5M $ | as of Mar 31, 2026 |
| Clark Asset Management, LLC | 1,157,736 | 19.4M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 1,138,622 | 19M $ | as of Mar 31, 2026 |
| Motley Fool Wealth Management, LLC | 1,049,383 | 17.5M $ | as of Mar 31, 2026 |