Invesco Bulletshares 2029 MBBSMTETF
13F holders, Q2 2026 (June 30)125holders +10
16new positions
5sold out
$23.03avg. 13F price*
At the end of Q2 2026, 125 institutions reported holding Invesco Bulletshares 2029 MB (BSMT) in their 13F filings, up 10 from Q1 2026. 16 opened new positions and 5 sold out. The largest holders were Hills Bank & Trust Co ($15.3M), Wells Fargo & Company ($13.1M) and Raymond James Financial Inc. ($8.8M).
- Company
- Invesco Bulletshares 2029 MB
- CUSIP
- 46138J478
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $5.3M |
| Exits | 5 | $25.2M |
All 13F filers, Q1 2026 → Q2 2026: 938,619 shares bought and 1,427,920 shares sold, net −489,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| Hills Bank & Trust Co | 0.65% | Add +0.9% | 664,948 | $15.3M |
| Wells Fargo & Company | 0.00% | Reduce -3.3% | 567,574 | $13.1M |
| Raymond James Financial Inc. | 0.00% | Add +91.5% | 381,835 | $8.8M |
| LPL Financial LLC | 0.00% | Add +8.3% | 324,270 | $7.5M |
| Invesco Ltd. | 0.00% | Add +2.5% | 303,363 | $7.0M |
| Atlantic Union Bankshares Corp | 0.12% | Add +58.3% | 301,728 | $6.9M |
| Bank of America Corp. | 0.00% | Add +0.5% | 293,262 | $6.8M |
| Kathmere Capital Management, LLC | 0.34% | Add +9.2% | 274,921 | $6.3M |
| Morgan Stanley | 0.00% | Add +1.2% | 247,954 | $5.7M |
| HighTower Advisors, LLC | 0.01% | Add +2.0% | 225,499 | $5.2M |
| NewEdge Advisors, LLC | 0.01% | Add +8.5% | 216,442 | $5.0M |
| Avior Wealth Management, LLC | 0.12% | Reduce -15.8% | 193,355 | $4.5M |
| Precedent Wealth Partners, LLC | 0.69% | Add +7.6% | 178,979 | $4.1M |
| Central Valley Advisors, LLC | 1.00% | Reduce -3.8% | 169,747 | $3.9M |
| Osaic Holdings, Inc. | 0.00% | Add +42.9% | 169,221 | $3.9M |
| Moneco Advisors, LLC | 0.22% | Add +3.2% | 158,107 | $3.6M |
| UBS Group AG | 0.00% | Reduce -33.6% | 155,342 | $3.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +14.1% | 154,554 | $3.6M |
| Legacy Private Trust Co. | 0.17% | Add +51.6% | 132,580 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.6% | 112,989 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.9% | 110,271 | $2.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -32.7% | 107,886 | $2.5M |
| Lido Advisors, LLC | 0.01% | No change | 106,400 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.4% | 105,968 | $2.4M |
| Confluence Investment Management LLC | 0.03% | Reduce -7.6% | 96,425 | $2.2M |
| Clark Asset Management, LLC | 0.17% | Reduce -2.6% | 96,171 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.9% | 87,624 | $2.0M |
| Kinetic Wealth Investment Advisors LLC | 0.87% | — | 80,405 | $1.9M |
| VestGen Advisors, LLC | 0.05% | Add +6.6% | 79,868 | $1.8M |
| Key Financial Inc | 0.30% | Reduce -28.1% | 79,698 | $1.8M |
| Signaturefd, LLC | 0.02% | No change | 77,860 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +19.5% | 76,642 | $1.8M |
| Financial Solutions Advisory Group, Inc. | 0.21% | No change | 72,527 | $1.7M |
| Asset Dedication, LLC | 0.10% | Reduce -4.8% | 71,381 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +25.6% | 70,341 | $1.6M |
| Paulson Wealth Management Inc. | 0.28% | Reduce -1.3% | 56,803 | $1.3M |
| Farmers National Bank | 0.26% | Add +1.2% | 53,086 | $1.2M |
| Mission Wealth Management, LP | 0.01% | Add +413.4% | 51,344 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -0.1% | 46,396 | $1.1M |
| Anchor Investment Management, LLC | 0.08% | Add +71.7% | 45,500 | $1.0M |
| Willis Johnson & Associates, Inc. | 0.06% | Add +0.7% | 43,244 | $996K |
| Carnegie Investment Counsel | 0.02% | Reduce -0.3% | 42,938 | $989K |
| Jacobi Capital Management LLC | 0.05% | Add +131.3% | 42,726 | $984K |
| Brown Advisory Inc. | 0.00% | Add +5.7% | 41,306 | $951K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.8% | 39,841 | $918K |
| AlphaStar Capital Management, LLC | 0.06% | Reduce -2.4% | 38,417 | $885K |
| Garrett Wealth Advisory Group, LLC | 0.13% | New | 38,098 | $877K |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.8% | 36,501 | $841K |
| Susquehanna International Group, LLP | 0.00% | New | 36,275 | $835K |
| Stifel Financial Corp. | 0.00% | Add +13.0% | 35,479 | $817K |
| Harbour Investments, Inc. | 0.01% | Reduce -5.8% | 34,314 | $790K |
| Fourpath Capital Management, LLC | 0.10% | No change | 32,363 | $745K |
| Wedmont Private Capital | 0.02% | New | 31,078 | $717K |
| Marietta Wealth Management, LLC | 0.07% | No change | 30,959 | $713K |
| Sentinel Pension Advisors, LLC | 0.09% | Add +0.1% | 28,738 | $662K |
| Baird Financial Group, Inc. | 0.00% | Add +210.5% | 28,148 | $648K |
| Meridian Wealth Management, LLC | 0.02% | No change | 26,955 | $621K |
| Howard Wealth Management, LLC | 0.22% | Add +3.4% | 26,262 | $605K |
| Jane Street Group, LLC | 0.00% | Reduce -70.0% | 25,817 | $595K |
| Private Trust Co. NA | 0.04% | Add +6.6% | 23,540 | $542K |
| Hobbs Group Advisors, LLC | 0.14% | Reduce -2.4% | 23,179 | $534K |
| Aptus Capital Advisors, LLC | 0.00% | Add +14.6% | 22,753 | $524K |
| TLWM | 0.08% | No change | 22,162 | $510K |
| IFG Advisory, LLC | 0.02% | New | 22,003 | $507K |
| Royal Bank of Canada | 0.00% | Add +4.8% | 21,654 | $499K |
| HUB Investment Partners, LLC | 0.01% | Add +61.0% | 20,579 | $474K |
| Heritage Trust Co | 0.04% | Add +13.9% | 19,606 | $452K |
| Cetera Investment Advisers | 0.00% | Reduce -33.0% | 18,368 | $423K |
| Clearstead Advisors, LLC | 0.00% | No change | 17,254 | $397K |
| Invariant Investment Management | 0.23% | Add +0.6% | 16,869 | $389K |
| Creative Planning | 0.00% | New | 16,243 | $374K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.0% | 16,224 | $374K |
| Private Advisor Group, LLC | 0.00% | Add +72.5% | 15,874 | $366K |
| Wingate Wealth Advisors, Inc. | 0.16% | Add +0.7% | 15,847 | $365K |
| Wedbush Securities Inc. | 0.01% | New | 15,224 | $351K |
| Cooksen Wealth, LLC | 0.22% | No change | 15,203 | $350K |
| WealthBridge Capital Management, LLC | 0.07% | Add +2.6% | 14,678 | $338K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 14,491 | $334K |
| Silverlake Wealth Management LLC | 0.06% | Reduce -31.8% | 14,048 | $324K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 13,443 | $310K |
| Leavell Investment Management, Inc. | 0.01% | No change | 13,385 | $308K |
| Accurate Wealth Management, LLC | 0.03% | Add +0.0% | 13,188 | $304K |
| OneDigital Investment Advisors LLC | 0.00% | New | 13,209 | $304K |
| Bill Few Associates, Inc. | 0.06% | No change | 13,062 | $301K |
| WESPAC Advisors, LLC | 0.15% | No change | 13,000 | $299K |
| FF Advisors,LLC | 0.11% | No change | 12,961 | $298K |
| Intentional Wealth Strategies, LLC | 0.26% | Reduce -4.9% | 11,831 | $272K |
| Prospera Financial Services Inc | 0.00% | Reduce -0.5% | 10,965 | $253K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.5% | 10,789 | $248K |
| YANKCOM Partnership | 0.09% | No change | 10,759 | $248K |
| Cypress Wealth Services, LLC | 0.03% | Add +1.7% | 10,628 | $245K |
| River Street Advisors LLC | 0.07% | No change | 10,513 | $242K |
| AA Financial Advisors, LLC | 0.03% | New | 10,490 | $242K |
| Coastal Bridge Advisors, LLC | 0.01% | Add +6.8% | 10,438 | $240K |
| Vestmark Advisory Solutions, Inc. | 0.00% | No change | 10,421 | $240K |
| World Investment Advisors | 0.00% | No change | 10,421 | $240K |
| Francis Financial, Inc. | 0.04% | Add +11.6% | 10,037 | $231K |
| CGN Advisors LLC | 0.02% | Reduce -2.4% | 9,875 | $227K |
| Foundry Financial Group, Inc. | 0.10% | Add +2.7% | 9,787 | $225K |
| Cookson Peirce & Co. Inc. | 0.01% | Add +6.8% | 9,558 | $220K |
| Opulen Financial Group LLC | 0.14% | Add +0.6% | 9,518 | $219K |
| Farnam Financial LLC | 0.16% | New | 9,515 | $219K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 9,524 | $219K |
| Addison Advisors LLC | 0.09% | Reduce -66.0% | 8,690 | $200K |
| Crews Bank & Trust | 0.03% | No change | 8,650 | $199K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 7,185 | $165K |
| Capital Analysts, LLC | 0.00% | No change | 6,745 | $155K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 6,427 | $148K |
| IMA Advisory Services, Inc. | 0.01% | New | 6,271 | $144K |
| Farther Finance Advisors, LLC | 0.00% | Add +11.6% | 5,926 | $136K |
| NorthAvenue LLC | 0.10% | No change | 5,849 | $135K |
| Larson Financial Group LLC | 0.00% | No change | 5,514 | $127K |
| Fifth Third Bancorp | 0.00% | No change | 4,648 | $107K |
| Atlas Capital Advisors Inc. | 0.01% | New | 4,400 | $101K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -50.9% | 3,463 | $80K |
| Colonial Trust Advisors | 0.00% | New | 2,700 | $62K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 2,689 | $62K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 2,190 | $50K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -84.1% | 2,181 | $50K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,350 | $31K |
| Gill Capital Partners, LLC | 0.01% | No change | 1,025 | $24K |
| Assetmark, Inc. | 0.00% | New | 633 | $15K |
| IFP Advisors, Inc | 0.00% | Add +75.9% | 438 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 295 | $7K |
| Trust Co | 0.00% | Reduce -28.3% | 292 | $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.