Invesco Bulletshares 2029 MBBSMTETF
13F holders, Q1 2026 (March 31)115holders +7
14new positions
6sold out
$23.07avg. 13F price*
At the end of Q1 2026, 115 institutions reported holding Invesco Bulletshares 2029 MB (BSMT) in their 13F filings, up 7 from Q4 2025. 14 opened new positions and 6 sold out. The largest holders were Elequin Capital, LP ($22.1M), Hills Bank & Trust Co ($15.2M) and Wells Fargo & Company ($13.5M).
- Company
- Invesco Bulletshares 2029 MB
- CUSIP
- 46138J478
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $5.6M |
| Exits | 6 | $2.4M |
All 13F filers, Q4 2025 → Q1 2026: 1,709,340 shares bought and 199,511 shares sold, net +1,509,829 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Elequin Capital, LP | 6.90% | Add +1110.5% | 943,376 | $22.1M |
| Hills Bank & Trust Co | 0.73% | Add +4.1% | 659,279 | $15.2M |
| Wells Fargo & Company | 0.00% | Add +1.3% | 586,718 | $13.5M |
| LPL Financial LLC | 0.00% | Add +10.2% | 299,559 | $6.9M |
| Invesco Ltd. | 0.00% | Add +5.6% | 296,105 | $6.8M |
| Bank of America Corp. | 0.00% | Add +10.2% | 291,824 | $6.7M |
| Kathmere Capital Management, LLC | 0.36% | Reduce -7.7% | 251,833 | $5.8M |
| Morgan Stanley | 0.00% | Reduce -1.7% | 245,117 | $5.6M |
| UBS Group AG | 0.00% | Add +29.5% | 233,923 | $5.4M |
| Avior Wealth Management, LLC | 0.15% | Add +13.8% | 229,676 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Add +10.5% | 221,140 | $5.1M |
| NewEdge Advisors, LLC | 0.02% | Add +16.6% | 199,494 | $4.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.9% | 199,409 | $4.6M |
| Atlantic Union Bankshares Corp | 0.08% | Add +7.7% | 190,603 | $4.4M |
| Central Valley Advisors, LLC | 1.11% | Reduce -7.2% | 176,473 | $4.1M |
| Precedent Wealth Partners, LLC | 0.77% | Add +8.4% | 166,299 | $3.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -5.4% | 160,243 | $3.7M |
| Moneco Advisors, LLC | 0.27% | Add +14.9% | 153,210 | $3.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +19.9% | 135,406 | $3.1M |
| Osaic Holdings, Inc. | 0.00% | Add +25.7% | 118,420 | $2.7M |
| Key Financial Inc | 0.45% | Reduce -8.1% | 110,776 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.0% | 110,167 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.4% | 107,458 | $2.5M |
| Lido Advisors, LLC | 0.01% | No change | 106,400 | $2.4M |
| Confluence Investment Management LLC | 0.04% | New | 104,378 | $2.4M |
| Focus Partners Wealth | 0.00% | Add +4.9% | 99,679 | $2.3M |
| Clark Asset Management, LLC | 0.21% | Add +31.9% | 98,737 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.8% | 98,583 | $2.3M |
| Legacy Private Trust Co. | 0.12% | Add +49.7% | 87,429 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -3.7% | 85,969 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.7% | 79,023 | $1.8M |
| Signaturefd, LLC | 0.03% | No change | 77,860 | $1.8M |
| VestGen Advisors, LLC | 0.05% | Reduce -2.0% | 74,934 | $1.7M |
| Asset Dedication, LLC | 0.12% | Add +8.6% | 74,984 | $1.7M |
| Financial Solutions Advisory Group, Inc. | 0.23% | — | 72,527 | $1.7M |
| Coastline Complete Wealth LLC | 0.98% | Reduce -0.2% | 68,735 | $1.6M |
| MML Investors Services, LLC | 0.00% | Reduce -14.9% | 64,126 | $1.5M |
| Paulson Wealth Management Inc. | 0.31% | Add +49.4% | 57,536 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +51.9% | 56,006 | $1.3M |
| Farmers National Bank | 0.27% | Add +0.3% | 52,436 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +38.6% | 46,435 | $1.1M |
| Carnegie Investment Counsel | 0.02% | Add +99.2% | 43,052 | $991K |
| Willis Johnson & Associates, Inc. | 0.06% | New | 42,947 | $989K |
| AlphaStar Capital Management, LLC | 0.07% | Add +0.1% | 39,374 | $907K |
| Sanctuary Advisors, LLC | 0.00% | Add +6.1% | 39,134 | $901K |
| Brown Advisory Inc. | 0.00% | Add +5.8% | 39,086 | $900K |
| Equitable Holdings, Inc. | 0.01% | Add +2.5% | 37,175 | $861K |
| Harbour Investments, Inc. | 0.01% | Add +17.9% | 36,443 | $839K |
| Fourpath Capital Management, LLC | 0.11% | Add +7.9% | 32,363 | $745K |
| Stifel Financial Corp. | 0.00% | Add +45.3% | 31,385 | $723K |
| Marietta Wealth Management, LLC | 0.08% | No change | 30,959 | $713K |
| Sentinel Pension Advisors, LLC | 0.10% | Add +0.1% | 28,720 | $661K |
| Cetera Investment Advisers | 0.00% | Add +21.2% | 27,400 | $631K |
| Meridian Wealth Management, LLC | 0.02% | No change | 26,955 | $621K |
| Anchor Investment Management, LLC | 0.05% | Add +562.5% | 26,500 | $610K |
| Addison Advisors LLC | 0.13% | Add +2.4% | 25,578 | $589K |
| Howard Wealth Management, LLC | 0.25% | Add +13.5% | 25,392 | $585K |
| Hobbs Group Advisors, LLC | 0.16% | Add +18.4% | 23,749 | $547K |
| Horizons Wealth Management | 0.36% | Add +0.2% | 23,343 | $537K |
| TLWM | 0.09% | Reduce -5.1% | 22,162 | $510K |
| Private Trust Co. NA | 0.05% | Add +65.3% | 22,079 | $508K |
| Royal Bank of Canada | 0.00% | Reduce -3.1% | 20,670 | $476K |
| Silverlake Wealth Management LLC | 0.10% | No change | 20,599 | $474K |
| Aptus Capital Advisors, LLC | 0.00% | Add +100.2% | 19,860 | $457K |
| Jacobi Capital Management LLC | 0.02% | No change | 18,476 | $425K |
| Clearstead Advisors, LLC | 0.00% | No change | 17,254 | $397K |
| Heritage Trust Co | 0.04% | Add +33.5% | 17,208 | $396K |
| Invariant Investment Management | 0.24% | Reduce -3.0% | 16,774 | $388K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +9.6% | 16,221 | $373K |
| Cambridge Financial Group, LLC | 0.12% | Reduce -30.6% | 15,938 | $367K |
| Wingate Wealth Advisors, Inc. | 0.19% | Add +0.7% | 15,737 | $362K |
| Cooksen Wealth, LLC | 0.25% | No change | 15,203 | $350K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 14,491 | $334K |
| WealthBridge Capital Management, LLC | 0.08% | Add +6.9% | 14,300 | $329K |
| First Command Advisory Services, Inc. | 0.00% | Add +125.0% | 13,693 | $315K |
| Leavell Investment Management, Inc. | 0.01% | Add +5.4% | 13,385 | $308K |
| Accurate Wealth Management, LLC | 0.04% | Add +9.3% | 13,187 | $305K |
| Bill Few Associates, Inc. | 0.07% | No change | 13,062 | $301K |
| WESPAC Advisors, LLC | 0.16% | No change | 13,000 | $299K |
| FF Advisors,LLC | 0.12% | Reduce -11.6% | 12,961 | $299K |
| HUB Investment Partners, LLC | 0.01% | New | 12,778 | $294K |
| Intentional Wealth Strategies, LLC | 0.27% | — | 12,444 | $287K |
| Prospera Financial Services Inc | 0.00% | Add +14.5% | 11,025 | $254K |
| YANKCOM Partnership | 0.10% | Reduce -6.5% | 10,759 | $248K |
| River Street Advisors LLC | 0.08% | No change | 10,513 | $242K |
| Cypress Wealth Services, LLC | 0.03% | New | 10,449 | $241K |
| World Investment Advisors | 0.00% | New | 10,421 | $240K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 10,421 | $240K |
| CGN Advisors LLC | 0.02% | Reduce -5.3% | 10,115 | $233K |
| Mission Wealth Management, LP | 0.00% | New | 10,000 | $230K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +193.2% | 9,857 | $227K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 9,776 | $225K |
| Foundry Financial Group, Inc. | 0.11% | No change | 9,528 | $219K |
| Opulen Financial Group LLC | 0.15% | Add +0.5% | 9,464 | $218K |
| Private Advisor Group, LLC | 0.00% | New | 9,200 | $212K |
| Baird Financial Group, Inc. | 0.00% | Add +2.4% | 9,065 | $209K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.9% | 9,041 | $208K |
| Francis Financial, Inc. | 0.04% | New | 8,995 | $207K |
| Cookson Peirce & Co. Inc. | 0.01% | Reduce -3.7% | 8,945 | $206K |
| Crews Bank & Trust | 0.03% | No change | 8,650 | $199K |
"% of holder's portfolio" is BSMT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 MB the manager owns.