Invesco Bulletshares 2030 MBBSMUETF
13F holders, Q3 2025 (September 30)89holders +9
13new positions
4sold out
$21.92avg. 13F price*
At the end of Q3 2025, 89 institutions reported holding Invesco Bulletshares 2030 MB (BSMU) in their 13F filings, up 9 from Q2 2025. 13 opened new positions and 4 sold out. The largest holders were Wells Fargo & Company ($10.5M), LPL Financial LLC ($9.5M) and Hills Bank & Trust Co ($5.4M).
- Company
- Invesco Bulletshares 2030 MB
- CUSIP
- 46138J445
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $9.5M |
| Exits | 4 | $2.7M |
All 13F filers, Q2 2025 → Q3 2025: 1,326,220 shares bought and 516,093 shares sold, net +810,127 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| Wells Fargo & Company | 0.00% | Add +17.7% | 479,606 | $10.5M |
| LPL Financial LLC | 0.00% | Add +8.8% | 434,589 | $9.5M |
| Hills Bank & Trust Co | 0.32% | Add +107.5% | 244,626 | $5.4M |
| Stratos Wealth Advisors, LLC | 0.25% | Add +103.5% | 240,291 | $5.3M |
| Bank of America Corp. | 0.00% | Reduce -3.4% | 223,442 | $4.9M |
| Atlantic Union Bankshares Corp | 0.08% | Add +5.3% | 188,456 | $4.1M |
| Central Valley Advisors, LLC | 1.22% | New | 180,094 | $3.9M |
| Morgan Stanley | 0.00% | Add +46.2% | 174,848 | $3.8M |
| Invesco Ltd. | 0.00% | Add +6.0% | 169,470 | $3.7M |
| UBS Group AG | 0.00% | Add +4.3% | 166,734 | $3.7M |
| Lido Advisors, LLC | 0.01% | Add +100.0% | 164,400 | $3.6M |
| Precedent Wealth Partners, LLC | 0.78% | Add +15.5% | 162,116 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Add +20.3% | 147,373 | $3.2M |
| Moneco Advisors, LLC | 0.26% | Add +9.4% | 144,286 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +11.9% | 142,369 | $3.1M |
| Confluence Investment Management LLC | 0.04% | Reduce -47.1% | 127,865 | $2.8M |
| Key Financial Inc | 0.48% | Add +0.3% | 119,217 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +162.0% | 117,652 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +21.4% | 117,365 | $2.6M |
| Insight Wealth Partners, LLC | 1.00% | Reduce -1.4% | 103,724 | $2.3M |
| AE Wealth Management LLC | 0.01% | Add +4.5% | 101,704 | $2.2M |
| Legacy Private Trust Co. | 0.12% | Reduce -12.6% | 90,600 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.8% | 81,850 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +68.0% | 80,461 | $1.8M |
| Envision Financial Planning, LLC | 0.71% | Add +13.6% | 76,736 | $1.7M |
| VestGen Advisors, LLC | 0.05% | Reduce -4.8% | 74,008 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +50.8% | 71,249 | $1.6M |
| Old Mission Capital LLC | 0.05% | New | 66,334 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.2% | 65,708 | $1.4M |
| Clark Asset Management, LLC | 0.16% | Add +39.5% | 63,891 | $1.4M |
| Asset Dedication, LLC | 0.09% | Add +3.9% | 61,687 | $1.4M |
| Farmers National Bank | 0.30% | Add +1.6% | 58,635 | $1.3M |
| Focus Partners Wealth | 0.00% | New | 51,930 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +3.6% | 48,696 | $1.1M |
| Signaturefd, LLC | 0.02% | Add +140.2% | 47,573 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.2% | 45,244 | $979K |
| Sarver Vrooman Wealth Advisors | 0.55% | Add +1.7% | 38,812 | $851K |
| Sterling Financial Group, Inc. | 0.24% | Add +27.6% | 35,225 | $772K |
| Marietta Wealth Management, LLC | 0.09% | Add +39.9% | 32,644 | $716K |
| Captrust Financial Advisors | 0.00% | Add +36.0% | 32,250 | $707K |
| Stifel Financial Corp. | 0.00% | Reduce -5.3% | 31,039 | $680K |
| Koss-Olinger Consulting, LLC | 0.05% | No change | 30,178 | $649K |
| Addison Advisors LLC | 0.15% | Reduce -0.6% | 29,225 | $641K |
| Nestegg Advisors, Inc. | 0.49% | Add +17.7% | 25,185 | $552K |
| JPMorgan Chase & Co. | 0.00% | New | 24,904 | $546K |
| Cambridge Financial Group, LLC | 0.17% | New | 24,406 | $535K |
| Horizons Wealth Management | 0.37% | No change | 24,327 | $533K |
| TLWM | 0.09% | Reduce -0.8% | 23,913 | $524K |
| Astoria Portfolio Advisors LLC. | 0.14% | Add +14.2% | 23,761 | $522K |
| Royal Bank of Canada | 0.00% | Add +3.0% | 22,616 | $496K |
| StoneX Group Inc. | 0.02% | Reduce -7.3% | 22,028 | $483K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +62.8% | 19,319 | $423K |
| NewEdge Advisors, LLC | 0.00% | Add +611.6% | 18,502 | $406K |
| Meridian Wealth Management, LLC | 0.02% | No change | 18,326 | $402K |
| Sanctuary Advisors, LLC | 0.00% | New | 17,973 | $394K |
| Wingate Wealth Advisors, Inc. | 0.25% | Add +0.7% | 16,376 | $359K |
| Jacobi Capital Management LLC | 0.02% | Add +20.0% | 15,929 | $349K |
| Avior Wealth Management, LLC | 0.01% | Reduce -31.6% | 15,681 | $344K |
| Pineridge Advisors LLC | 0.09% | Reduce -85.6% | 14,252 | $312K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | New | 14,232 | $312K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 12,633 | $277K |
| Hobbs Group Advisors, LLC | 0.09% | New | 12,455 | $273K |
| CGN Advisors LLC | 0.02% | Reduce -59.8% | 11,146 | $244K |
| Lincoln Capital Corp. | 0.08% | Reduce -29.1% | 10,648 | $233K |
| Prospera Financial Services Inc | 0.00% | No change | 10,416 | $228K |
| Cetera Investment Advisers | 0.00% | New | 10,244 | $225K |
| Jane Street Group, LLC | 0.00% | Reduce -92.9% | 9,998 | $219K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -7.6% | 9,948 | $218K |
| Opulen Financial Group LLC | 0.16% | Add +0.6% | 9,762 | $214K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 9,496 | $208K |
| Gradient Capital Advisors, LLC | 0.06% | No change | 9,381 | $206K |
| HUB Investment Partners, LLC | 0.01% | New | 9,190 | $201K |
| Crews Bank & Trust | 0.03% | No change | 9,110 | $200K |
| Harbour Investments, Inc. | 0.00% | Add +3206.7% | 8,862 | $194K |
| Farther Finance Advisors, LLC | 0.00% | Add +409.3% | 7,980 | $175K |
| YANKCOM Partnership | 0.08% | No change | 7,900 | $173K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 7,550 | $165K |
| Capital Analysts, LLC | 0.00% | No change | 6,570 | $144K |
| ORG Partners LLC | 0.03% | New | 6,400 | $140K |
| First Command Advisory Services, Inc. | 0.00% | Add +17.4% | 5,912 | $130K |
| Larson Financial Group LLC | 0.00% | No change | 5,812 | $127K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.7% | 5,768 | $126K |
| Painted Porch Advisors LLC | 0.03% | New | 3,883 | $85K |
| Principal Securities, Inc. | 0.00% | Reduce -5.4% | 3,065 | $67K |
| IFP Advisors, Inc | 0.00% | No change | 1,100 | $24K |
| PNC Financial Services Group, Inc. | 0.00% | Add +307.0% | 1,050 | $23K |
| WFA of San Diego, LLC | 0.02% | No change | 1,015 | $22K |
| Cwm, LLC | 0.00% | No change | 910 | $20K |
| Collier Financial | 0.01% | — | 836 | $18K |
"% of holder's portfolio" is BSMU's weight in each manager's 13F, not the share of Invesco Bulletshares 2030 MB the manager owns.