Invesco Bulletshares 2029 MBBSMTETF
13F holders, Q1 2025 (March 31)89holders +6
10new positions
4sold out
$22.74avg. 13F price*
At the end of Q1 2025, 89 institutions reported holding Invesco Bulletshares 2029 MB (BSMT) in their 13F filings, up 6 from Q4 2024. 10 opened new positions and 4 sold out. The largest holders were Wells Fargo & Company ($11.3M), Hills Bank & Trust Co ($7.3M) and Confluence Investment Management LLC ($5.4M).
- Company
- Invesco Bulletshares 2029 MB
- CUSIP
- 46138J478
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $11.0M |
| Exits | 4 | $2.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,213,201 shares bought and 593,600 shares sold, net +619,601 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| Wells Fargo & Company | 0.00% | Add +10.8% | 496,249 | $11.3M |
| Hills Bank & Trust Co | 0.51% | Add +3.7% | 320,730 | $7.3M |
| Confluence Investment Management LLC | 0.08% | Add +113.1% | 235,377 | $5.4M |
| LPL Financial LLC | 0.00% | Add +22.1% | 213,416 | $4.9M |
| Invesco Ltd. | 0.00% | Add +13.0% | 211,426 | $4.8M |
| Bank of America Corp. | 0.00% | Add +10.8% | 207,655 | $4.7M |
| Old Mission Capital LLC | 0.09% | New | 205,822 | $4.7M |
| Central Valley Advisors, LLC | 1.65% | New | 191,098 | $4.3M |
| Kathmere Capital Management, LLC | 0.34% | Reduce -58.2% | 178,152 | $4.1M |
| Avior Wealth Management, LLC | 0.14% | Add +28.7% | 166,334 | $3.8M |
| Atlantic Union Bankshares Corp | 0.21% | Add +10.7% | 150,618 | $3.4M |
| Morgan Stanley | 0.00% | Add +5.3% | 146,023 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Add +9.6% | 145,902 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.5% | 144,544 | $3.3M |
| NewEdge Advisors, LLC | 0.02% | Add +184.6% | 137,557 | $3.1M |
| VestGen Advisors, LLC | 0.14% | — | 132,258 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -58.0% | 130,875 | $3.0M |
| Key Financial Inc | 0.58% | No change | 116,532 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Add +1.4% | 113,463 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +23.0% | 113,277 | $2.6M |
| Precedent Wealth Partners, LLC | 0.69% | Add +49.9% | 109,355 | $2.5M |
| UBS Group AG | 0.00% | Add +11.4% | 101,965 | $2.3M |
| Sterling Financial Group, Inc. | 0.76% | Add +2.2% | 93,001 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -34.4% | 91,009 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +36.5% | 88,953 | $2.0M |
| Moneco Advisors, LLC | 0.20% | Add +55.3% | 86,765 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.2% | 73,765 | $1.7M |
| Toronto Dominion Bank | 0.00% | Add +1930.5% | 63,738 | $1.4M |
| Asset Dedication, LLC | 0.11% | Add +15.6% | 60,240 | $1.4M |
| Lido Advisors, LLC | 0.01% | No change | 58,900 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.0% | 58,236 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +11.0% | 56,250 | $1.3M |
| CGN Advisors LLC | 0.12% | Add +3.5% | 55,034 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +80.4% | 51,823 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +10.4% | 47,213 | $1.1M |
| Farmers National Bank | 0.30% | Add +1.6% | 46,991 | $1.1M |
| AlphaStar Capital Management, LLC | 0.10% | Reduce -18.0% | 41,734 | $949K |
| Clark Asset Management, LLC | 0.13% | Add +0.7% | 35,294 | $803K |
| Hobbs Group Advisors, LLC | 0.27% | Reduce -0.3% | 31,107 | $707K |
| Equitable Holdings, Inc. | 0.01% | Add +1.6% | 30,175 | $686K |
| Sentinel Pension Advisors, LLC | 0.12% | Add +13.4% | 29,509 | $671K |
| StoneX Group Inc. | 0.04% | Add +3.9% | 28,511 | $648K |
| Captrust Financial Advisors | 0.00% | Add +23.5% | 23,615 | $537K |
| TLWM | 0.11% | Add +0.6% | 23,221 | $528K |
| Meridian Wealth Management, LLC | 0.02% | Add +33.0% | 21,739 | $494K |
| Signaturefd, LLC | 0.01% | New | 21,375 | $486K |
| Addison Advisors LLC | 0.13% | Add +3.0% | 20,825 | $474K |
| Horizons Wealth Management | 0.35% | No change | 20,556 | $467K |
| Carnegie Investment Counsel | 0.01% | Reduce -4.3% | 19,802 | $445K |
| Silverlake Wealth Management LLC | 0.16% | Add +32.6% | 18,717 | $426K |
| Paulson Wealth Management Inc. | 0.12% | Add +62.6% | 18,599 | $423K |
| Stifel Financial Corp. | 0.00% | New | 17,627 | $401K |
| Bill Few Associates, Inc. | 0.14% | No change | 17,465 | $397K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +4.0% | 16,904 | $384K |
| Harbour Investments, Inc. | 0.01% | New | 16,127 | $367K |
| Private Trust Co. NA | 0.04% | Reduce -7.4% | 15,603 | $355K |
| Cooksen Wealth, LLC | 0.36% | No change | 15,203 | $353K |
| Wingate Wealth Advisors, Inc. | 0.40% | Add +75.9% | 15,307 | $348K |
| FF Advisors,LLC | 0.19% | Reduce -6.1% | 14,667 | $332K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 14,491 | $330K |
| First Command Advisory Services, Inc. | 0.00% | Add +244.7% | 14,291 | $325K |
| PAX Financial Group, LLC | 0.06% | Add +59.5% | 14,056 | $320K |
| WealthBridge Capital Management, LLC | 0.08% | Add +3.5% | 12,157 | $276K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -2.1% | 11,924 | $271K |
| Royal Bank of Canada | 0.00% | Add +18.4% | 11,037 | $251K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.4% | 10,674 | $243K |
| Howard Wealth Management, LLC | 0.13% | Reduce -15.6% | 10,565 | $240K |
| Jacobi Capital Management LLC | 0.02% | Reduce -11.9% | 9,976 | $227K |
| Aptus Capital Advisors, LLC | 0.00% | Add +11.4% | 9,713 | $221K |
| Prospera Financial Services Inc | 0.01% | New | 9,632 | $219K |
| Opulen Financial Group LLC | 0.19% | New | 9,254 | $210K |
| D.A. Davidson & Co. | 0.00% | No change | 9,095 | $207K |
| Jones Financial Companies LLLP | 0.00% | Add +66.0% | 8,749 | $199K |
| Crews Bank & Trust | 0.03% | No change | 8,650 | $197K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 7,185 | $163K |
| FMR LLC | 0.00% | New | 6,875 | $156K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -60.8% | 6,024 | $137K |
| Larson Financial Group LLC | 0.01% | New | 5,514 | $125K |
| Comerica Bank | 0.00% | Reduce -1.1% | 4,734 | $108K |
| YANKCOM Partnership | 0.06% | Reduce -14.7% | 4,634 | $105K |
| Principal Securities, Inc. | 0.00% | No change | 4,118 | $94K |
| JPMorgan Chase & Co. | 0.00% | Add +11.2% | 3,892 | $89K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.7% | 2,109 | $48K |
| Davis Capital Management | 0.02% | No change | 1,200 | $27K |
| Cwm, LLC | 0.00% | Add +99.8% | 865 | $20K |
| Harbor Investment Advisory, LLC | 0.00% | New | 700 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 295 | $7K |
| AdvisorNet Financial, Inc | 0.00% | No change | 293 | $7K |
| Rise Advisors, LLC | 0.00% | No change | 213 | $5K |
"% of holder's portfolio" is BSMT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 MB the manager owns.