Invesco Bulletshares 2030 MBBSMUETF
13F holders, Q1 2025 (March 31)79holders +11
13new positions
4sold out
$21.58avg. 13F price*
At the end of Q1 2025, 79 institutions reported holding Invesco Bulletshares 2030 MB (BSMU) in their 13F filings, up 11 from Q4 2024. 13 opened new positions and 4 sold out. The largest holders were Wells Fargo & Company ($9.7M), LPL Financial LLC ($8.4M) and Hills Bank & Trust Co ($7.4M).
- Company
- Invesco Bulletshares 2030 MB
- CUSIP
- 46138J445
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.1M |
| Exits | 4 | $2.3M |
All 13F filers, Q4 2024 → Q1 2025: 796,540 shares bought and 375,014 shares sold, net +421,526 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Wells Fargo & Company | 0.00% | Add +16.3% | 448,897 | $9.7M |
| LPL Financial LLC | 0.00% | Add +4.0% | 387,581 | $8.4M |
| Hills Bank & Trust Co | 0.52% | Add +4.2% | 340,704 | $7.4M |
| Confluence Investment Management LLC | 0.08% | Reduce -2.0% | 248,788 | $5.4M |
| Bank of America Corp. | 0.00% | Add +4.8% | 217,124 | $4.7M |
| Jane Street Group, LLC | 0.01% | Add +134.5% | 215,298 | $4.6M |
| Raymond James Financial Inc. | 0.00% | Add +8.7% | 187,085 | $4.0M |
| Envision Financial Planning, LLC | 1.99% | Add +0.7% | 180,857 | $3.9M |
| Atlantic Union Bankshares Corp | 0.21% | Add +10.6% | 159,834 | $3.4M |
| Invesco Ltd. | 0.00% | Add +12.2% | 157,636 | $3.4M |
| UBS Group AG | 0.00% | Add +253.8% | 150,283 | $3.2M |
| Insight Wealth Partners, LLC | 1.72% | Reduce -1.0% | 132,397 | $2.9M |
| Precedent Wealth Partners, LLC | 0.78% | Add +74.8% | 129,822 | $2.8M |
| Key Financial Inc | 0.56% | Add +1.8% | 118,800 | $2.6M |
| Morgan Stanley | 0.00% | Add +9.0% | 104,825 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.4% | 100,444 | $2.2M |
| Pineridge Advisors LLC | 0.83% | Add +0.1% | 98,464 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +32.8% | 94,320 | $2.0M |
| Legacy Private Trust Co. | 0.13% | Add +3.0% | 90,961 | $2.0M |
| AE Wealth Management LLC | 0.02% | Add +9.8% | 90,200 | $1.9M |
| Moneco Advisors, LLC | 0.20% | Add +54.1% | 90,109 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.1% | 89,239 | $1.9M |
| VestGen Advisors, LLC | 0.07% | — | 70,898 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +36.8% | 65,000 | $1.4M |
| Mb, Levis & Associates, LLC | 0.61% | Add +7.6% | 60,768 | $1.3M |
| CGN Advisors LLC | 0.12% | Reduce -0.1% | 55,992 | $1.2M |
| Farmers National Bank | 0.34% | Add +3.6% | 55,930 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +51.0% | 53,045 | $1.1M |
| Avior Wealth Management, LLC | 0.04% | Reduce -5.4% | 43,883 | $947K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 43,208 | $932K |
| Osaic Holdings, Inc. | 0.00% | Add +41.3% | 42,362 | $914K |
| Clark Asset Management, LLC | 0.15% | Add +0.7% | 42,003 | $906K |
| MML Investors Services, LLC | 0.00% | Add +139.6% | 41,163 | $888K |
| Stratos Wealth Advisors, LLC | 0.05% | New | 38,954 | $841K |
| Asset Dedication, LLC | 0.07% | Add +7.6% | 38,347 | $828K |
| Sarver Vrooman Wealth Advisors | 0.55% | — | 38,175 | $824K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -17.3% | 37,421 | $808K |
| StoneX Group Inc. | 0.04% | Add +3.9% | 29,882 | $645K |
| Addison Advisors LLC | 0.16% | Add +3.1% | 27,895 | $602K |
| Sterling Financial Group, Inc. | 0.22% | Add +10.8% | 27,769 | $599K |
| Captrust Financial Advisors | 0.00% | Add +16.8% | 27,071 | $584K |
| Horizons Wealth Management | 0.40% | No change | 24,327 | $525K |
| Stifel Financial Corp. | 0.00% | Add +38.0% | 24,159 | $521K |
| TLWM | 0.10% | Add +0.6% | 24,116 | $520K |
| Hobbs Group Advisors, LLC | 0.17% | Reduce -0.5% | 20,755 | $448K |
| Signaturefd, LLC | 0.01% | New | 19,809 | $427K |
| Lincoln Capital Corp. | 0.17% | Reduce -27.5% | 18,488 | $399K |
| Nestegg Advisors, Inc. | 0.40% | Add +62.3% | 17,351 | $374K |
| Wingate Wealth Advisors, Inc. | 0.40% | Add +75.9% | 16,134 | $348K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +4.5% | 15,817 | $341K |
| Royal Bank of Canada | 0.00% | Add +10.0% | 13,949 | $301K |
| Midland Wealth Advisors, LLC | 0.02% | New | 12,633 | $273K |
| Meridian Wealth Management, LLC | 0.01% | New | 12,433 | $268K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -91.2% | 11,687 | $252K |
| Atria Investments, Inc | 0.00% | Reduce -91.4% | 11,142 | $240K |
| PAX Financial Group, LLC | 0.04% | New | 10,959 | $236K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 10,726 | $231K |
| Jacobi Capital Management LLC | 0.02% | Reduce -12.0% | 10,479 | $226K |
| Prospera Financial Services Inc | 0.01% | New | 10,416 | $225K |
| D.A. Davidson & Co. | 0.00% | No change | 10,350 | $223K |
| Opulen Financial Group LLC | 0.19% | New | 9,645 | $208K |
| Gradient Capital Advisors, LLC | 0.07% | No change | 9,381 | $202K |
| Jones Financial Companies LLLP | 0.00% | Add +97.6% | 9,143 | $197K |
| Crews Bank & Trust | 0.03% | No change | 9,110 | $197K |
| FMR LLC | 0.00% | New | 8,809 | $190K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 7,550 | $163K |
| Capital Analysts, LLC | 0.01% | Add +39.6% | 6,570 | $142K |
| Larson Financial Group LLC | 0.01% | New | 5,812 | $125K |
| Aptus Capital Advisors, LLC | 0.00% | Add +22.4% | 5,683 | $123K |
| Principal Securities, Inc. | 0.00% | No change | 4,476 | $97K |
| Collier Financial | 0.08% | Reduce -22.1% | 4,124 | $89K |
| First Command Advisory Services, Inc. | 0.00% | Add +1.1% | 3,923 | $85K |
| NewEdge Advisors, LLC | 0.00% | New | 2,600 | $56K |
| IFP Advisors, Inc | 0.00% | No change | 1,100 | $24K |
| Cwm, LLC | 0.00% | New | 910 | $20K |
| Harbour Investments, Inc. | 0.00% | New | 617 | $13K |
| AdvisorNet Financial, Inc | 0.00% | No change | 308 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.4% | 256 | $6K |
| Global Financial Private Client, LLC | 0.00% | Reduce -65.4% | 249 | $5K |
"% of holder's portfolio" is BSMU's weight in each manager's 13F, not the share of Invesco Bulletshares 2030 MB the manager owns.