Invesco Bulletshares 2030 MBBSMUETF
13F holders, Q1 2024 (March 31)49holders
1famous investor
$22.12avg. 13F price*
At the end of Q1 2024, 49 institutions reported holding Invesco Bulletshares 2030 MB (BSMU) in their 13F filings. The largest holders were Wells Fargo & Company ($7.8M), LPL Financial LLC ($5.0M) and Envision Financial Planning, LLC ($3.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bulletshares 2030 MB
- CUSIP
- 46138J445
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.7M |
| Exits | 2 | $1.2M |
Ownership 49 holders
| Wells Fargo & Company | 0.00% | Add +16.5% | 351,174 | $7.8M |
| LPL Financial LLC | 0.00% | Add +48.0% | 224,517 | $5.0M |
| Envision Financial Planning, LLC | 3.17% | Add +8.7% | 177,185 | $3.9M |
| Insight Wealth Partners, LLC | 1.98% | Reduce -18.4% | 137,870 | $3.0M |
| Legacy Private Trust Co. | 0.22% | No change | 133,165 | $2.9M |
| Jane Street Group, LLC | 0.00% | Add +318.4% | 126,647 | $2.8M |
| Invesco Ltd. | 0.00% | Add +12.7% | 110,517 | $2.4M |
| Bank of America Corp. | 0.00% | Add +59.9% | 106,114 | $2.3M |
| Pineridge Advisors LLC | 0.70% | Reduce -28.2% | 89,416 | $2.0M |
| Key Financial Inc | 0.48% | Add +0.9% | 85,300 | $1.9M |
| Atlantic Union Bankshares Corp | 0.13% | Add +6.7% | 70,974 | $1.6M |
| CGN Advisors LLC | 0.19% | Reduce -33.0% | 67,178 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +32.4% | 66,531 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -59.0% | 59,179 | $1.3M |
| Farmers National Bank | 0.35% | Reduce -2.1% | 52,837 | $1.2M |
| Precedent Wealth Partners, LLC | 0.48% | Add +32.2% | 50,005 | $1.1M |
| Morgan Stanley | 0.00% | Add +116.9% | 39,848 | $881K |
| Envestnet Asset Management Inc. | 0.00% | Add +11.1% | 37,250 | $824K |
| Mb, Levis & Associates, LLC | 0.43% | Add +7.8% | 36,096 | $798K |
| Royal Bank of Canada | 0.00% | Reduce -9.1% | 30,824 | $682K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.8% | 29,929 | $662K |
| Captrust Financial Advisors | 0.00% | Add +21.2% | 28,034 | $620K |
| Bank of Montreal | 0.00% | New | 26,865 | $597K |
| Raymond James & Associates | 0.00% | Add +24.1% | 25,361 | $561K |
| Citadel Advisors | 0.00% | New | 24,721 | $547K |
| Addison Advisors LLC | 0.19% | Add +56.7% | 24,525 | $542K |
| TLWM | 0.12% | Add +4.8% | 24,222 | $536K |
| Asset Dedication, LLC | 0.04% | Add +15.7% | 22,760 | $504K |
| Equitable Holdings, Inc. | 0.01% | Reduce -4.2% | 22,692 | $502K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.6% | 18,818 | $416K |
| Sterling Financial Group, Inc. | 0.19% | Reduce -39.6% | 17,846 | $395K |
| Integrated Wealth Concepts LLC | 0.01% | Add +7.5% | 16,407 | $363K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +8.2% | 14,640 | $324K |
| Confluence Investment Management LLC | 0.00% | Add +0.1% | 14,073 | $311K |
| Private Advisor Group, LLC | 0.00% | No change | 13,874 | $307K |
| Clark Asset Management, LLC | 0.09% | Add +0.6% | 12,670 | $280K |
| MML Investors Services, LLC | 0.00% | Reduce -0.1% | 12,145 | $269K |
| Gradient Capital Advisors, LLC | 0.08% | No change | 9,381 | $208K |
| Arlington Capital Management, Inc. | 0.17% | New | 9,325 | $206K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 9,254 | $205K |
| Avior Wealth Management, LLC | 0.01% | Add +59.5% | 8,667 | $192K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.7% | 7,995 | $177K |
| Horizons Wealth Management | 0.08% | No change | 5,345 | $120K |
| Capital Analysts, LLC | 0.00% | No change | 4,707 | $104K |
| Aptus Capital Advisors, LLC | 0.00% | New | 4,643 | $103K |
| UBS Group AG | 0.00% | Add +5.1% | 4,611 | $102K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 3,218 | $71K |
| First Command Advisory Services, Inc. | 0.00% | New | 2,057 | $46K |
| IFP Advisors, Inc | 0.00% | No change | 1,100 | $24K |
"% of holder's portfolio" is BSMU's weight in each manager's 13F, not the share of Invesco Bulletshares 2030 MB the manager owns.