Invesco Bulletshares 2030 MBBSMUETF
13F holders, Q2 2026 (June 30)108holders +13
19new positions
5sold out
$21.92avg. 13F price*
At the end of Q2 2026, 108 institutions reported holding Invesco Bulletshares 2030 MB (BSMU) in their 13F filings, up 13 from Q1 2026. 19 opened new positions and 5 sold out. The largest holders were Wells Fargo & Company ($11.3M), LPL Financial LLC ($10.2M) and Hills Bank & Trust Co ($8.9M).
- Company
- Invesco Bulletshares 2030 MB
- CUSIP
- 46138J445
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $13.0M |
| Exits | 5 | $970K |
All 13F filers, Q1 2026 → Q2 2026: 1,047,267 shares bought and 300,640 shares sold, net +746,627 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 108 holders
| Wells Fargo & Company | 0.00% | Reduce -1.0% | 513,455 | $11.3M |
| LPL Financial LLC | 0.00% | Add +7.0% | 465,215 | $10.2M |
| Hills Bank & Trust Co | 0.38% | Reduce -12.1% | 405,165 | $8.9M |
| Morgan Stanley | 0.00% | Reduce -3.9% | 327,565 | $7.2M |
| Stratos Wealth Advisors, LLC | 0.39% | Add +8.0% | 319,294 | $7.0M |
| Invesco Ltd. | 0.00% | Reduce -5.1% | 315,158 | $6.9M |
| Bank of America Corp. | 0.00% | Add +7.5% | 287,765 | $6.3M |
| Kathmere Capital Management, LLC | 0.32% | New | 275,686 | $6.0M |
| HighTower Advisors, LLC | 0.01% | Add +31.7% | 275,525 | $6.0M |
| Atlantic Union Bankshares Corp | 0.09% | Add +24.1% | 251,404 | $5.5M |
| UBS Group AG | 0.00% | Reduce -15.9% | 248,848 | $5.5M |
| Raymond James Financial Inc. | 0.00% | Add +4.9% | 240,737 | $5.3M |
| NewEdge Advisors, LLC | 0.01% | Add +2.3% | 217,003 | $4.8M |
| Lido Advisors, LLC | 0.02% | No change | 201,800 | $4.4M |
| Precedent Wealth Partners, LLC | 0.73% | Add +7.2% | 199,682 | $4.4M |
| Legacy Private Trust Co. | 0.22% | Add +24.0% | 182,183 | $4.0M |
| Central Valley Advisors, LLC | 0.98% | Reduce -3.9% | 173,734 | $3.8M |
| Moneco Advisors, LLC | 0.22% | Add +2.6% | 166,980 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +22.7% | 145,748 | $3.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.3% | 136,072 | $3.0M |
| Parkway Wealth Management Group, LLC | 0.29% | Add +2.8% | 116,372 | $2.6M |
| Confluence Investment Management LLC | 0.04% | Reduce -6.8% | 114,674 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.7% | 112,964 | $2.5M |
| Clark Asset Management, LLC | 0.19% | Add +26.3% | 112,774 | $2.5M |
| Insight Wealth Partners, LLC | 0.31% | No change | 103,724 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.9% | 103,076 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +35.1% | 90,042 | $2.0M |
| Envision Financial Planning, LLC | 0.59% | Add +3.1% | 82,807 | $1.8M |
| Key Financial Inc | 0.29% | Reduce -28.8% | 81,108 | $1.8M |
| VestGen Advisors, LLC | 0.05% | Add +18.6% | 76,274 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.9% | 73,780 | $1.6M |
| AE Wealth Management LLC | 0.01% | Reduce -21.7% | 72,695 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +23.5% | 70,222 | $1.5M |
| Asset Dedication, LLC | 0.09% | Reduce -2.9% | 64,841 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +29.6% | 62,608 | $1.4M |
| Farmers National Bank | 0.28% | Add +1.7% | 61,618 | $1.4M |
| Kinetic Wealth Investment Advisors LLC | 0.56% | — | 53,773 | $1.2M |
| Mission Wealth Management, LP | 0.01% | New | 50,984 | $1.1M |
| Signaturefd, LLC | 0.01% | No change | 50,295 | $1.1M |
| Willis Johnson & Associates, Inc. | 0.06% | Add +0.7% | 45,347 | $994K |
| Jacobi Capital Management LLC | 0.05% | Add +131.3% | 44,929 | $985K |
| Captrust Financial Advisors | 0.00% | Add +1.3% | 43,813 | $960K |
| Fourpath Capital Management, LLC | 0.12% | No change | 40,000 | $877K |
| Sarver Vrooman Wealth Advisors | 0.51% | Add +0.2% | 39,012 | $854K |
| Stifel Financial Corp. | 0.00% | Add +13.3% | 36,918 | $809K |
| AlphaStar Capital Management, LLC | 0.05% | Reduce -1.1% | 35,513 | $778K |
| Paulson Wealth Management Inc. | 0.16% | Add +0.0% | 34,285 | $751K |
| Marietta Wealth Management, LLC | 0.07% | No change | 32,644 | $716K |
| Wedmont Private Capital | 0.02% | New | 32,350 | $708K |
| IMA Advisory Services, Inc. | 0.04% | New | 31,126 | $682K |
| Sax Wealth Advisors, LLC | 0.03% | New | 29,962 | $654K |
| Howard Wealth Management, LLC | 0.23% | Reduce -7.8% | 28,390 | $622K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 28,245 | $619K |
| Royal Bank of Canada | 0.00% | Add +9.1% | 28,172 | $617K |
| Garrett Wealth Advisory Group, LLC | 0.09% | New | 27,988 | $613K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.6% | 27,640 | $606K |
| Meridian Wealth Management, LLC | 0.02% | No change | 27,412 | $601K |
| TLWM | 0.09% | No change | 23,845 | $523K |
| Heritage Trust Co | 0.04% | Add +8.5% | 23,357 | $512K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.2% | 23,200 | $509K |
| Elequin Capital, LP | 0.09% | New | 22,943 | $503K |
| IFG Advisory, LLC | 0.01% | New | 18,947 | $415K |
| HUB Investment Partners, LLC | 0.01% | Add +78.7% | 18,658 | $409K |
| Cetera Investment Advisers | 0.00% | Reduce -3.7% | 16,774 | $368K |
| Wingate Wealth Advisors, Inc. | 0.16% | Add +0.7% | 16,716 | $366K |
| Wedbush Securities Inc. | 0.01% | New | 16,055 | $352K |
| Hobbs Group Advisors, LLC | 0.09% | Reduce -3.6% | 16,034 | $351K |
| Baird Financial Group, Inc. | 0.00% | New | 15,176 | $333K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 15,004 | $329K |
| Accurate Wealth Management, LLC | 0.03% | No change | 14,923 | $327K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 14,232 | $312K |
| Jane Street Group, LLC | 0.00% | Reduce -18.3% | 14,162 | $310K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.9% | 13,550 | $297K |
| CVFG LLC | 0.03% | Add +0.2% | 13,366 | $293K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +20.8% | 13,288 | $291K |
| Nestegg Advisors, Inc. | 0.18% | Reduce -49.2% | 11,874 | $260K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 11,532 | $253K |
| Old Mission Capital LLC | 0.01% | New | 11,520 | $253K |
| WESPAC Advisors, LLC | 0.12% | New | 11,420 | $250K |
| Capital Analysts, LLC | 0.01% | Reduce -17.1% | 11,367 | $249K |
| Vestmark Advisory Solutions, Inc. | 0.00% | No change | 10,943 | $240K |
| World Investment Advisors | 0.00% | No change | 10,943 | $239K |
| Prospera Financial Services Inc | 0.00% | No change | 10,416 | $228K |
| Cookson Peirce & Co. Inc. | 0.01% | Add +8.0% | 10,139 | $222K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 10,047 | $220K |
| Addison Advisors LLC | 0.10% | Reduce -66.7% | 10,021 | $220K |
| Anchor Investment Management, LLC | 0.02% | Add +53.9% | 10,000 | $219K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 9,951 | $218K |
| Opulen Financial Group LLC | 0.14% | Add +0.6% | 9,926 | $218K |
| Gradient Capital Advisors, LLC | 0.05% | No change | 9,381 | $206K |
| Virtue Asset Management LLC | 0.15% | New | 9,278 | $203K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 9,194 | $202K |
| Crews Bank & Trust | 0.03% | No change | 9,110 | $200K |
| YANKCOM Partnership | 0.06% | No change | 7,900 | $173K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 7,550 | $165K |
| Atlas Capital Advisors Inc. | 0.02% | New | 7,000 | $153K |
| NorthAvenue LLC | 0.11% | No change | 6,785 | $149K |
| Farther Finance Advisors, LLC | 0.00% | Add +11.3% | 6,211 | $136K |
| Larson Financial Group LLC | 0.00% | Reduce -6.7% | 5,420 | $119K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -10.7% | 5,218 | $114K |
"% of holder's portfolio" is BSMU's weight in each manager's 13F, not the share of Invesco Bulletshares 2030 MB the manager owns.