Invesco Bulletshares 2030 MBBSMUETF
13F holders, Q4 2025 (December 31)96holders +7
13new positions
7sold out
$22.03avg. 13F price*
At the end of Q4 2025, 96 institutions reported holding Invesco Bulletshares 2030 MB (BSMU) in their 13F filings, up 7 from Q3 2025. 13 opened new positions and 7 sold out. The largest holders were Wells Fargo & Company ($11.1M), LPL Financial LLC ($10.1M) and Hills Bank & Trust Co ($9.5M).
- Company
- Invesco Bulletshares 2030 MB
- CUSIP
- 46138J445
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $6.0M |
| Exits | 7 | $2.9M |
All 13F filers, Q3 2025 → Q4 2025: 1,499,824 shares bought and 247,774 shares sold, net +1,252,050 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Wells Fargo & Company | 0.00% | Add +4.7% | 502,178 | $11.1M |
| LPL Financial LLC | 0.00% | Add +5.9% | 460,052 | $10.1M |
| Hills Bank & Trust Co | 0.55% | Add +76.7% | 432,344 | $9.5M |
| Morgan Stanley | 0.00% | Add +85.3% | 324,056 | $7.1M |
| Invesco Ltd. | 0.00% | Add +69.5% | 287,207 | $6.3M |
| Stratos Wealth Advisors, LLC | 0.29% | Add +12.9% | 271,269 | $6.0M |
| UBS Group AG | 0.00% | Add +37.3% | 228,987 | $5.0M |
| Bank of America Corp. | 0.00% | Add +0.5% | 224,623 | $4.9M |
| Raymond James Financial Inc. | 0.00% | Add +55.3% | 221,114 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Add +41.9% | 209,108 | $4.6M |
| Lido Advisors, LLC | 0.02% | Add +22.8% | 201,800 | $4.4M |
| Atlantic Union Bankshares Corp | 0.08% | Reduce -0.6% | 187,402 | $4.1M |
| Central Valley Advisors, LLC | 1.20% | Add +1.7% | 183,115 | $4.0M |
| Precedent Wealth Partners, LLC | 0.81% | Add +8.3% | 175,511 | $3.9M |
| Moneco Advisors, LLC | 0.25% | Reduce -1.5% | 142,081 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.4% | 128,376 | $2.8M |
| Key Financial Inc | 0.51% | Add +6.2% | 126,590 | $2.8M |
| Confluence Investment Management LLC | 0.04% | Reduce -2.3% | 124,878 | $2.8M |
| Legacy Private Trust Co. | 0.16% | Add +37.7% | 124,725 | $2.7M |
| NewEdge Advisors, LLC | 0.01% | Add +530.4% | 116,637 | $2.6M |
| Parkway Wealth Management Group, LLC | 0.31% | — | 106,432 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +31.7% | 105,998 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +947.7% | 104,750 | $2.3M |
| Insight Wealth Partners, LLC | 0.95% | No change | 103,724 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.8% | 102,115 | $2.2M |
| AE Wealth Management LLC | 0.01% | Reduce -1.6% | 100,033 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +43.7% | 94,411 | $2.1M |
| Asset Dedication, LLC | 0.12% | Add +30.2% | 80,344 | $1.8M |
| Envision Financial Planning, LLC | 0.64% | Add +0.9% | 77,435 | $1.7M |
| MML Investors Services, LLC | 0.00% | Add +54.1% | 75,057 | $1.7M |
| VestGen Advisors, LLC | 0.06% | Reduce -10.2% | 66,436 | $1.5M |
| Elequin Capital, LP | 0.22% | New | 65,980 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +25.2% | 65,016 | $1.4M |
| Clark Asset Management, LLC | 0.15% | Add +0.9% | 64,455 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -45.6% | 64,024 | $1.4M |
| Coastline Complete Wealth LLC | 0.87% | — | 62,641 | $1.4M |
| Farmers National Bank | 0.30% | Add +3.5% | 60,708 | $1.3M |
| Signaturefd, LLC | 0.02% | Add +5.7% | 50,295 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -33.3% | 47,539 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +3.4% | 46,794 | $1.0M |
| Sarver Vrooman Wealth Advisors | 0.54% | No change | 38,812 | $855K |
| AlphaStar Capital Management, LLC | 0.06% | New | 35,917 | $791K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 35,225 | $776K |
| Marietta Wealth Management, LLC | 0.08% | No change | 32,644 | $719K |
| Captrust Financial Advisors | 0.00% | Add +0.2% | 32,316 | $712K |
| Koss-Olinger Consulting, LLC | 0.05% | No change | 30,178 | $665K |
| Addison Advisors LLC | 0.14% | Reduce -0.6% | 29,055 | $640K |
| Stifel Financial Corp. | 0.00% | Reduce -10.6% | 27,751 | $611K |
| Meridian Wealth Management, LLC | 0.02% | Add +49.6% | 27,412 | $604K |
| Harbour Investments, Inc. | 0.01% | Add +201.7% | 26,739 | $589K |
| Howard Wealth Management, LLC | 0.26% | New | 26,690 | $588K |
| Royal Bank of Canada | 0.00% | Add +15.4% | 26,089 | $575K |
| Horizons Wealth Management | 0.37% | Add +4.8% | 25,494 | $562K |
| Nestegg Advisors, Inc. | 0.47% | Reduce -0.9% | 24,969 | $550K |
| Cambridge Financial Group, LLC | 0.19% | No change | 24,406 | $537K |
| TLWM | 0.10% | Add +0.4% | 24,013 | $529K |
| Summit Trail Advisors, LLC | 0.01% | New | 22,191 | $489K |
| Sanctuary Advisors, LLC | 0.00% | Add +16.1% | 20,867 | $460K |
| StoneX Group Inc. | 0.02% | Reduce -11.1% | 19,593 | $432K |
| Jacobi Capital Management LLC | 0.02% | Add +21.3% | 19,329 | $426K |
| Wingate Wealth Advisors, Inc. | 0.20% | Add +0.7% | 16,486 | $363K |
| Goldman Sachs Group Inc. | 0.00% | New | 16,262 | $358K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 14,189 | $314K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 14,232 | $313K |
| Capital Analysts, LLC | 0.01% | Add +108.6% | 13,705 | $302K |
| Paulson Wealth Management Inc. | 0.07% | New | 13,241 | $292K |
| Hobbs Group Advisors, LLC | 0.08% | Add +2.4% | 12,755 | $281K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 12,633 | $278K |
| IFG Advisory, LLC | 0.01% | New | 12,047 | $265K |
| Farther Finance Advisors, LLC | 0.00% | Add +43.4% | 11,441 | $252K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 11,403 | $251K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -45.1% | 10,613 | $234K |
| Cetera Investment Advisers | 0.00% | Add +2.7% | 10,517 | $232K |
| Prospera Financial Services Inc | 0.00% | No change | 10,416 | $229K |
| Lincoln Capital Corp. | 0.08% | Reduce -5.0% | 10,117 | $223K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.3% | 9,980 | $220K |
| CGN Advisors LLC | 0.02% | Reduce -10.5% | 9,979 | $220K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +4.8% | 9,951 | $219K |
| Opulen Financial Group LLC | 0.16% | Add +0.5% | 9,815 | $216K |
| Flow Traders U.S. LLC | 0.01% | New | 9,733 | $214K |
| Cookson Peirce & Co. Inc. | 0.01% | New | 9,549 | $210K |
| Gradient Capital Advisors, LLC | 0.05% | No change | 9,381 | $207K |
| Avior Wealth Management, LLC | 0.01% | Reduce -41.2% | 9,220 | $203K |
| Crews Bank & Trust | 0.03% | No change | 9,110 | $201K |
| YANKCOM Partnership | 0.07% | No change | 7,900 | $174K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 7,550 | $166K |
| NorthAvenue LLC | 0.12% | — | 6,511 | $143K |
| ORG Partners LLC | 0.03% | No change | 6,400 | $141K |
| First Command Advisory Services, Inc. | 0.00% | Add +0.4% | 5,935 | $131K |
| Larson Financial Group LLC | 0.00% | No change | 5,812 | $128K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.7% | 5,807 | $128K |
| IFP Advisors, Inc | 0.00% | No change | 1,100 | $24K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.7% | 1,057 | $23K |
| WFA of San Diego, LLC | 0.02% | No change | 1,015 | $22K |
| Cwm, LLC | 0.00% | No change | 910 | $20K |
| Trust Co | 0.00% | New | 427 | $9K |
"% of holder's portfolio" is BSMU's weight in each manager's 13F, not the share of Invesco Bulletshares 2030 MB the manager owns.