§ EQUITY
USDBSCU
INVESCO BULLETSHARES 2030 CB
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
208 increased/new, 65 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley | 10.7M | 0.0% | n/a |
| Aptus Capital Advisors, LLC | 9.2M | 1.2% | +2% |
| Lido Advisors, LLC | 8.4M | 0.4% | +7% |
| RAYMOND JAMES FINANCIAL INC | 5.1M | 0.0% | +2% |
| LPL Financial LLC | 5.1M | 0.0% | +1% |
| TruWealth Advisors, LLC | 4.7M | 3.8% | +3% |
◇ AC INTELLIGENCE
Top institutional owners for BSCU as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER72.6% · 263 holders
DEALER / BANK22.9% · 25 holders
PASSIVE / INDEX3.6% · 2 holders
QUALITY / COMPOUNDER0.4% · 2 holders
TACTICAL / MACRO0.3% · 1 holder
INCOME / DEFENSIVE0.2% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BSCU in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BSCU yet.