Invesco Bulletshares 2025 MBBSMPETF
13F holders, Q1 2025 (March 31)130holders +5
12new positions
9sold out
2famous investors
$24.48avg. 13F price*
At the end of Q1 2025, 130 institutions reported holding Invesco Bulletshares 2025 MB (BSMP) in their 13F filings, up 5 from Q4 2024. 12 opened new positions and 9 sold out. The largest holders were Wells Fargo & Company ($17.0M), LPL Financial LLC ($9.8M) and Bank of America Corp. ($7.1M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bulletshares 2025 MB
- CUSIP
- 46138J528
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $7.5M |
| Exits | 9 | $4.6M |
All 13F filers, Q4 2024 → Q1 2025: 699,303 shares bought and 719,859 shares sold, net −20,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 130 holders
| Wells Fargo & Company | 0.00% | Add +1.9% | 695,395 | $17.0M |
| LPL Financial LLC | 0.00% | Add +4.7% | 400,357 | $9.8M |
| Bank of America Corp. | 0.00% | Reduce -13.5% | 288,785 | $7.1M |
| Cwm, LLC | 0.03% | Reduce -1.1% | 277,967 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.5% | 277,574 | $6.8M |
| Invesco Ltd. | 0.00% | Add +12.2% | 271,101 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.1% | 255,960 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Add +49.0% | 250,988 | $6.1M |
| Morgan Stanley | 0.00% | Reduce -4.2% | 247,323 | $6.1M |
| OneAscent Financial Services LLC | 0.32% | Add +4.6% | 199,750 | $4.9M |
| Integrated Wealth Concepts LLC | 0.05% | Add +0.8% | 192,227 | $4.7M |
| UBS Group AG | 0.00% | Reduce -25.8% | 186,606 | $4.6M |
| Central Valley Advisors, LLC | 1.65% | New | 178,060 | $4.4M |
| Atlantic Union Bankshares Corp | 0.24% | Reduce -33.6% | 162,464 | $4.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 155,090 | $3.8M |
| NewEdge Advisors, LLC | 0.02% | Add +23.1% | 141,207 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.1% | 136,189 | $3.3M |
| Key Financial Inc | 0.70% | Add +2.6% | 130,700 | $3.2M |
| Confluence Investment Management LLC | 0.04% | Reduce -46.5% | 110,040 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.2% | 108,290 | $2.7M |
| Asset Dedication, LLC | 0.20% | Reduce -1.9% | 100,212 | $2.5M |
| Focus Financial Network, Inc. | 0.10% | Reduce -9.4% | 96,646 | $2.4M |
| Moneco Advisors, LLC | 0.24% | Add +44.6% | 94,614 | $2.3M |
| Aptus Capital Advisors, LLC | 0.02% | Add +1.4% | 86,756 | $2.1M |
| Precedent Wealth Partners, LLC | 0.57% | Add +26.0% | 83,529 | $2.0M |
| Hills Bank & Trust Co | 0.14% | Add +18.1% | 83,441 | $2.0M |
| Focus Partners Wealth | 0.01% | Add +7.2% | 81,858 | $2.0M |
| Jane Street Group, LLC | 0.00% | Add +87.7% | 73,720 | $1.8M |
| MML Investors Services, LLC | 0.01% | Reduce -30.0% | 69,576 | $1.7M |
| CGN Advisors LLC | 0.16% | Add +6.2% | 65,808 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +16.6% | 64,105 | $1.6M |
| Resonant Capital Advisors, LLC | 0.11% | Reduce -6.1% | 62,211 | $1.5M |
| Savant Capital, LLC | 0.01% | Reduce -18.2% | 61,151 | $1.5M |
| Carnegie Investment Counsel | 0.03% | Reduce -11.4% | 56,720 | $1.4M |
| PAX Financial Group, LLC | 0.23% | Add +11.0% | 52,572 | $1.3M |
| Denver Wealth Management, Inc. | 0.57% | Reduce -4.7% | 51,028 | $1.2M |
| Farmers National Bank | 0.34% | Add +0.8% | 49,755 | $1.2M |
| Webster Bank, N. A. | 0.13% | Reduce -2.5% | 48,679 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.7% | 46,861 | $1.1M |
| Paulson Wealth Management Inc. | 0.31% | Add +2.7% | 44,712 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +10.0% | 43,846 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -4.0% | 43,316 | $1.1M |
| Private Trust Co. NA | 0.10% | Reduce -14.9% | 41,375 | $1.0M |
| Astoria Portfolio Advisors LLC. | 0.34% | Add +20.8% | 41,127 | $1.0M |
| AQR Capital Management | 0.00% | Add +52.8% | 40,621 | $994K |
| First Command Advisory Services, Inc. | 0.01% | Add +76.8% | 40,612 | $994K |
| Tennessee Valley Asset Management Partners | 0.16% | New | 40,375 | $988K |
| AlphaStar Capital Management, LLC | 0.10% | Reduce -18.2% | 39,256 | $961K |
| VestGen Advisors, LLC | 0.04% | — | 38,257 | $937K |
| Sentinel Pension Advisors, LLC | 0.17% | Add +4.1% | 36,970 | $905K |
| Lido Advisors, LLC | 0.01% | No change | 35,354 | $865K |
| Vermillion & White Wealth Management Group, LLC | 0.60% | Add +26.4% | 33,732 | $826K |
| Old Second National Bank of Aurora | 0.19% | Add +10.0% | 33,685 | $825K |
| Hobbs Group Advisors, LLC | 0.31% | Reduce -3.7% | 33,507 | $820K |
| Brown Advisory Inc. | 0.00% | No change | 33,004 | $808K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.0% | 32,735 | $801K |
| Voisard Asset Management Group, Inc. | 0.23% | No change | 32,616 | $798K |
| Private Advisor Group, LLC | 0.00% | Reduce -25.7% | 31,967 | $783K |
| Meridian Wealth Management, LLC | 0.04% | Reduce -5.6% | 31,596 | $773K |
| Elequin Capital, LP | 0.20% | New | 31,356 | $768K |
| AA Financial Advisors, LLC | 0.18% | Add +1.7% | 29,621 | $725K |
| StoneX Group Inc. | 0.04% | Add +7.9% | 28,311 | $693K |
| Masso Torrence Wealth Management Inc. | 0.33% | No change | 25,036 | $613K |
| Stephens Inc. | 0.01% | Reduce -2.2% | 23,585 | $577K |
| Fourth Dimension Wealth, LLC | 0.28% | Add +0.4% | 23,474 | $575K |
| TLWM | 0.11% | Add +0.5% | 21,694 | $531K |
| EP Wealth Advisors, LLC | 0.00% | No change | 21,297 | $521K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -38.2% | 20,003 | $490K |
| ORBA Wealth Advisors, L.L.C. | 0.25% | No change | 20,000 | $490K |
| Clear Harbor Asset Management, LLC | 0.04% | Add +2.2% | 19,416 | $475K |
| Northeast Planning Associates, Inc. / NH / | 0.38% | No change | 18,817 | $461K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 18,605 | $455K |
| Sterling Financial Group, Inc. | 0.16% | Add +15.7% | 17,922 | $439K |
| Waverly Advisors, LLC | 0.01% | Add +6.3% | 17,694 | $433K |
| Harbour Investments, Inc. | 0.01% | Add +488.9% | 17,477 | $428K |
| WESPAC Advisors, LLC | 0.35% | No change | 17,328 | $424K |
| Stifel Financial Corp. | 0.00% | Add +7.5% | 17,210 | $421K |
| Flow Traders U.S. LLC | 0.02% | New | 16,500 | $404K |
| Tassel Capital Management, Inc. | 0.35% | Add +0.6% | 16,427 | $402K |
| Ameriprise Financial Inc. | 0.00% | Add +7.1% | 15,724 | $385K |
| Kickstand Ventures, Llc. | 0.10% | Add +53.1% | 15,593 | $382K |
| River Street Advisors LLC | 0.19% | No change | 15,537 | $380K |
| YANKCOM Partnership | 0.19% | Reduce -12.7% | 13,832 | $339K |
| Horizons Wealth Management | 0.25% | Add +0.6% | 13,274 | $325K |
| Cetera Investment Advisers | 0.00% | Reduce -7.1% | 12,699 | $311K |
| Citadel Advisors | 0.00% | New | 12,258 | $300K |
| Howard Wealth Management, LLC | 0.17% | No change | 12,185 | $298K |
| Addison Advisors LLC | 0.08% | Add +3.3% | 11,445 | $280K |
| Signaturefd, LLC | 0.01% | Add +27.2% | 11,417 | $279K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -2.1% | 11,241 | $275K |
| IFP Advisors, Inc | 0.01% | Reduce -16.0% | 11,070 | $271K |
| Silverlake Wealth Management LLC | 0.10% | No change | 11,024 | $270K |
| Heritage Trust Co | 0.03% | No change | 10,949 | $268K |
| Collier Financial | 0.22% | Reduce -20.2% | 10,615 | $260K |
| Claro Advisors Inc. | 0.03% | Reduce -18.9% | 10,507 | $257K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 10,391 | $254K |
| IHT Wealth Management, LLC | 0.01% | No change | 10,194 | $250K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 10,088 | $247K |
| CRA Financial Services, LLC | 0.04% | Reduce -37.5% | 10,000 | $245K |
| Captrust Financial Advisors | 0.00% | Reduce -34.6% | 9,996 | $245K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.2% | 9,977 | $244K |
| Sigma Planning Corp | 0.01% | Reduce -7.9% | 9,965 | $244K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -38.3% | 9,686 | $237K |
| Jacobi Capital Management LLC | 0.02% | Reduce -10.8% | 9,427 | $231K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -13.7% | 9,415 | $230K |
| Advisory Services Network, LLC | 0.00% | Reduce -45.5% | 9,401 | $230K |
| Bill Few Associates, Inc. | 0.08% | No change | 8,813 | $216K |
| Cary Street Partners Financial LLC | 0.01% | No change | 8,705 | $213K |
| Mgo One Seven LLC | 0.01% | Add +0.2% | 8,392 | $205K |
| Brookstone Capital Management | 0.00% | New | 8,319 | $204K |
| Foundry Financial Group, Inc. | 0.12% | No change | 8,200 | $201K |
| Crews Bank & Trust | 0.03% | Reduce -8.7% | 7,360 | $180K |
| Davis Capital Management | 0.14% | Reduce -61.6% | 7,113 | $174K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 6,840 | $167K |
| Jones Financial Companies LLLP | 0.00% | Add +30.7% | 6,194 | $152K |
| Larson Financial Group LLC | 0.01% | New | 5,132 | $126K |
| Principal Securities, Inc. | 0.00% | No change | 3,800 | $93K |
| Anchor Investment Management, LLC | 0.01% | New | 3,000 | $73K |
| MAI Capital Management | 0.00% | Add +60.5% | 2,537 | $62K |
| Capital Analysts, LLC | 0.00% | Reduce -0.1% | 2,130 | $52K |
| Nalls Sherbakoff Group, LLC | 0.03% | — | 1,463 | $36K |
| Wayfinding Financial, LLC | 0.01% | New | 1,400 | $34K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,000 | $24K |
| AdvisorNet Financial, Inc | 0.00% | No change | 929 | $23K |
| ORG Partners LLC | 0.01% | No change | 850 | $21K |
| JPMorgan Chase & Co. | 0.00% | New | 674 | $17K |
| Transce3nd, LLC | 0.00% | No change | 394 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 375 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 337 | $8K |
| FMR LLC | 0.00% | New | 213 | $5K |
"% of holder's portfolio" is BSMP's weight in each manager's 13F, not the share of Invesco Bulletshares 2025 MB the manager owns.