Invesco Bulletshares 2029 MBBSMTETF
13F holders, Q4 2025 (December 31)108holders +7
8new positions
3sold out
$23.15avg. 13F price*
At the end of Q4 2025, 108 institutions reported holding Invesco Bulletshares 2029 MB (BSMT) in their 13F filings, up 7 from Q3 2025. 8 opened new positions and 3 sold out. The largest holders were Hills Bank & Trust Co ($14.7M), Wells Fargo & Company ($13.4M) and Invesco Ltd. ($6.5M).
- Company
- Invesco Bulletshares 2029 MB
- CUSIP
- 46138J478
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $7.4M |
| Exits | 3 | $2.5M |
All 13F filers, Q3 2025 → Q4 2025: 995,103 shares bought and 268,521 shares sold, net +726,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 108 holders
| Hills Bank & Trust Co | 0.85% | Add +10.8% | 633,116 | $14.7M |
| Wells Fargo & Company | 0.00% | Add +5.0% | 579,299 | $13.4M |
| Invesco Ltd. | 0.00% | Add +17.1% | 280,320 | $6.5M |
| Kathmere Capital Management, LLC | 0.43% | Reduce -1.9% | 272,702 | $6.3M |
| LPL Financial LLC | 0.00% | Add +9.6% | 271,820 | $6.3M |
| Bank of America Corp. | 0.00% | Add +9.9% | 264,748 | $6.1M |
| Morgan Stanley | 0.00% | Add +3.8% | 249,398 | $5.8M |
| Avior Wealth Management, LLC | 0.15% | Add +13.2% | 201,830 | $4.7M |
| Raymond James Financial Inc. | 0.00% | Add +21.9% | 201,203 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Add +50.0% | 200,173 | $4.6M |
| Central Valley Advisors, LLC | 1.32% | Add +0.2% | 190,186 | $4.4M |
| UBS Group AG | 0.00% | Add +29.9% | 180,590 | $4.2M |
| Atlantic Union Bankshares Corp | 0.08% | Reduce -0.4% | 177,011 | $4.1M |
| NewEdge Advisors, LLC | 0.01% | Add +9.4% | 171,018 | $4.0M |
| Sequoia Financial Advisors, LLC | 0.02% | New | 169,318 | $3.9M |
| Precedent Wealth Partners, LLC | 0.74% | Add +10.0% | 153,447 | $3.6M |
| Moneco Advisors, LLC | 0.24% | Add +3.5% | 133,311 | $3.1M |
| Key Financial Inc | 0.51% | Add +0.9% | 120,472 | $2.8M |
| Integrated Wealth Concepts LLC | 0.03% | Add +27.7% | 112,957 | $2.6M |
| Lido Advisors, LLC | 0.01% | Add +11.3% | 106,400 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 98,179 | $2.3M |
| Focus Partners Wealth | 0.00% | Add +10.8% | 95,062 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +16.3% | 94,202 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -43.5% | 91,029 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.5% | 89,813 | $2.1M |
| Jane Street Group, LLC | 0.00% | New | 89,287 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +6.1% | 82,046 | $1.9M |
| Elequin Capital, LP | 0.28% | Add +92.4% | 77,936 | $1.8M |
| Signaturefd, LLC | 0.03% | No change | 77,860 | $1.8M |
| VestGen Advisors, LLC | 0.08% | Reduce -43.6% | 76,485 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +17.4% | 75,318 | $1.7M |
| Clark Asset Management, LLC | 0.18% | Add +34.0% | 74,852 | $1.7M |
| Asset Dedication, LLC | 0.10% | Add +7.3% | 69,041 | $1.6M |
| Coastline Complete Wealth LLC | 1.00% | — | 68,900 | $1.6M |
| Legacy Private Trust Co. | 0.08% | Add +109.9% | 58,401 | $1.4M |
| Farmers National Bank | 0.27% | Add +5.4% | 52,287 | $1.2M |
| AlphaStar Capital Management, LLC | 0.07% | Reduce -13.6% | 39,338 | $911K |
| Paulson Wealth Management Inc. | 0.21% | Add +27.4% | 38,523 | $892K |
| Brown Advisory Inc. | 0.00% | No change | 36,936 | $855K |
| Jones Financial Companies LLLP | 0.00% | Add +30.2% | 36,882 | $854K |
| Sanctuary Advisors, LLC | 0.00% | Add +8.1% | 36,869 | $854K |
| Equitable Holdings, Inc. | 0.01% | Add +1.8% | 36,275 | $840K |
| Captrust Financial Advisors | 0.00% | Add +16.3% | 33,498 | $775K |
| Marietta Wealth Management, LLC | 0.08% | No change | 30,959 | $717K |
| Harbour Investments, Inc. | 0.01% | Add +8.3% | 30,897 | $715K |
| Fourpath Capital Management, LLC | 0.10% | No change | 30,000 | $695K |
| Sentinel Pension Advisors, LLC | 0.10% | Add +0.1% | 28,703 | $664K |
| Koss-Olinger Consulting, LLC | 0.05% | No change | 28,555 | $661K |
| Meridian Wealth Management, LLC | 0.02% | Add +3.1% | 26,955 | $624K |
| Addison Advisors LLC | 0.13% | No change | 24,970 | $578K |
| TLWM | 0.10% | Add +1.4% | 23,342 | $540K |
| Horizons Wealth Management | 0.36% | Add +8.8% | 23,301 | $539K |
| Cambridge Financial Group, LLC | 0.18% | No change | 22,955 | $531K |
| Cetera Investment Advisers | 0.00% | Add +86.9% | 22,612 | $523K |
| Howard Wealth Management, LLC | 0.23% | Add +58.0% | 22,372 | $518K |
| Carnegie Investment Counsel | 0.01% | Add +50.2% | 21,608 | $500K |
| Stifel Financial Corp. | 0.00% | Reduce -10.3% | 21,602 | $500K |
| Royal Bank of Canada | 0.00% | Add +7.0% | 21,334 | $494K |
| Summit Trail Advisors, LLC | 0.01% | New | 21,040 | $487K |
| Silverlake Wealth Management LLC | 0.11% | Add +10.1% | 20,599 | $477K |
| Hobbs Group Advisors, LLC | 0.14% | Add +1.4% | 20,057 | $464K |
| StoneX Group Inc. | 0.02% | Reduce -0.1% | 18,692 | $433K |
| Jacobi Capital Management LLC | 0.02% | Add +21.7% | 18,476 | $428K |
| Invariant Investment Management | 0.26% | — | 17,293 | $402K |
| Clearstead Advisors, LLC | 0.01% | Add +33.4% | 17,254 | $399K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +86.8% | 16,949 | $394K |
| Wingate Wealth Advisors, Inc. | 0.20% | Add +0.7% | 15,634 | $362K |
| IFG Advisory, LLC | 0.02% | Add +68.2% | 15,496 | $359K |
| Cooksen Wealth, LLC | 0.26% | No change | 15,203 | $352K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -36.5% | 14,798 | $343K |
| FF Advisors,LLC | 0.15% | No change | 14,667 | $340K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 14,491 | $335K |
| WealthBridge Capital Management, LLC | 0.07% | Add +2.3% | 13,373 | $310K |
| Private Trust Co. NA | 0.03% | Add +31.1% | 13,356 | $309K |
| Bill Few Associates, Inc. | 0.07% | No change | 13,062 | $302K |
| WESPAC Advisors, LLC | 0.16% | New | 13,000 | $301K |
| Heritage Trust Co | 0.03% | Add +46.9% | 12,895 | $299K |
| Leavell Investment Management, Inc. | 0.01% | New | 12,700 | $294K |
| Accurate Wealth Management, LLC | 0.04% | Add +21.0% | 12,063 | $281K |
| YANKCOM Partnership | 0.11% | No change | 11,509 | $266K |
| Farther Finance Advisors, LLC | 0.00% | Add +43.4% | 10,889 | $252K |
| CGN Advisors LLC | 0.02% | Reduce -13.4% | 10,677 | $247K |
| River Street Advisors LLC | 0.09% | No change | 10,513 | $243K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.7% | 9,920 | $230K |
| Prospera Financial Services Inc | 0.00% | No change | 9,632 | $223K |
| Foundry Financial Group, Inc. | 0.11% | No change | 9,528 | $221K |
| Opulen Financial Group LLC | 0.16% | Add +0.5% | 9,414 | $218K |
| Cookson Peirce & Co. Inc. | 0.01% | New | 9,286 | $215K |
| D.A. Davidson & Co. | 0.00% | Add +0.9% | 9,121 | $211K |
| Baird Financial Group, Inc. | 0.00% | No change | 8,850 | $205K |
| Crews Bank & Trust | 0.03% | No change | 8,650 | $200K |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.4% | 7,271 | $168K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 7,185 | $166K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.8% | 7,047 | $163K |
| Capital Analysts, LLC | 0.00% | New | 6,745 | $156K |
| ORG Partners LLC | 0.03% | No change | 6,100 | $141K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -38.9% | 6,087 | $141K |
| NorthAvenue LLC | 0.11% | — | 5,849 | $135K |
| Larson Financial Group LLC | 0.00% | No change | 5,514 | $128K |
| Comerica Bank | 0.00% | Reduce -0.1% | 4,648 | $108K |
| Anchor Investment Management, LLC | 0.01% | Add +300.0% | 4,000 | $93K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +680.0% | 3,362 | $78K |
| PNC Financial Services Group, Inc. | 0.00% | Add +24.3% | 2,660 | $62K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,200 | $28K |
| Cwm, LLC | 0.00% | No change | 865 | $20K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 700 | $16K |
| Trust Co | 0.00% | New | 406 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 295 | $7K |
"% of holder's portfolio" is BSMT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 MB the manager owns.