Invesco Bulletshares 2030 MBBSMUETF
13F holders, Q1 2026 (March 31)95holders −1
12new positions
12sold out
$21.82avg. 13F price*
At the end of Q1 2026, 95 institutions reported holding Invesco Bulletshares 2030 MB (BSMU) in their 13F filings, down 1 from Q4 2025. 12 opened new positions and 12 sold out. The largest holders were Wells Fargo & Company ($11.3M), Hills Bank & Trust Co ($10.1M) and LPL Financial LLC ($9.5M).
- Company
- Invesco Bulletshares 2030 MB
- CUSIP
- 46138J445
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.3M |
| Exits | 12 | $6.1M |
All 13F filers, Q4 2025 → Q1 2026: 756,325 shares bought and 473,967 shares sold, net +282,358 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Wells Fargo & Company | 0.00% | Add +3.3% | 518,802 | $11.3M |
| Hills Bank & Trust Co | 0.49% | Add +6.6% | 460,879 | $10.1M |
| LPL Financial LLC | 0.00% | Reduce -5.5% | 434,624 | $9.5M |
| Morgan Stanley | 0.00% | Add +5.2% | 340,961 | $7.4M |
| Invesco Ltd. | 0.00% | Add +15.6% | 332,099 | $7.2M |
| UBS Group AG | 0.00% | Add +29.3% | 295,973 | $6.5M |
| Stratos Wealth Advisors, LLC | 0.40% | Add +9.0% | 295,609 | $6.4M |
| Bank of America Corp. | 0.00% | Add +19.1% | 267,567 | $5.8M |
| Raymond James Financial Inc. | 0.00% | Add +3.8% | 229,396 | $5.0M |
| NewEdge Advisors, LLC | 0.02% | Add +81.8% | 212,099 | $4.6M |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 209,156 | $4.6M |
| Atlantic Union Bankshares Corp | 0.08% | Add +8.1% | 202,583 | $4.4M |
| Lido Advisors, LLC | 0.02% | No change | 201,800 | $4.4M |
| Precedent Wealth Partners, LLC | 0.81% | Add +6.1% | 186,295 | $4.1M |
| Central Valley Advisors, LLC | 1.08% | Reduce -1.3% | 180,723 | $3.9M |
| Moneco Advisors, LLC | 0.28% | Add +14.5% | 162,700 | $3.5M |
| Legacy Private Trust Co. | 0.20% | Add +17.8% | 146,913 | $3.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.6% | 129,192 | $2.8M |
| Confluence Investment Management LLC | 0.04% | Reduce -1.5% | 123,052 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +12.1% | 118,820 | $2.6M |
| Parkway Wealth Management Group, LLC | 0.31% | Add +6.3% | 113,188 | $2.5M |
| Key Financial Inc | 0.44% | Reduce -10.0% | 113,875 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.7% | 105,907 | $2.3M |
| Insight Wealth Partners, LLC | 0.91% | No change | 103,724 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.2% | 95,559 | $2.1M |
| AE Wealth Management LLC | 0.01% | Reduce -7.2% | 92,882 | $2.0M |
| Clark Asset Management, LLC | 0.18% | Add +38.5% | 89,281 | $1.9M |
| Envision Financial Planning, LLC | 0.63% | Add +3.8% | 80,344 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.9% | 71,037 | $1.5M |
| Coastline Complete Wealth LLC | 0.94% | Add +10.4% | 69,174 | $1.5M |
| Asset Dedication, LLC | 0.10% | Reduce -16.9% | 66,798 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +42.4% | 66,647 | $1.5M |
| VestGen Advisors, LLC | 0.04% | Reduce -3.2% | 64,286 | $1.4M |
| Farmers National Bank | 0.29% | Reduce -0.2% | 60,594 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -24.2% | 56,879 | $1.2M |
| Signaturefd, LLC | 0.02% | No change | 50,295 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.6% | 48,315 | $1.1M |
| Willis Johnson & Associates, Inc. | 0.06% | New | 45,023 | $982K |
| Captrust Financial Advisors | 0.00% | Add +33.8% | 43,232 | $943K |
| Fourpath Capital Management, LLC | 0.13% | New | 40,000 | $873K |
| Sarver Vrooman Wealth Advisors | 0.52% | Add +0.3% | 38,935 | $849K |
| AlphaStar Capital Management, LLC | 0.06% | No change | 35,917 | $783K |
| Paulson Wealth Management Inc. | 0.18% | Add +158.8% | 34,271 | $748K |
| Marietta Wealth Management, LLC | 0.08% | No change | 32,644 | $712K |
| Stifel Financial Corp. | 0.00% | Add +17.4% | 32,580 | $711K |
| Howard Wealth Management, LLC | 0.28% | Add +15.3% | 30,785 | $672K |
| Addison Advisors LLC | 0.14% | Add +3.5% | 30,061 | $656K |
| Harbour Investments, Inc. | 0.01% | Add +7.2% | 28,664 | $625K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -19.8% | 28,245 | $616K |
| Meridian Wealth Management, LLC | 0.02% | No change | 27,412 | $598K |
| Royal Bank of Canada | 0.00% | Reduce -1.0% | 25,820 | $563K |
| Horizons Wealth Management | 0.37% | No change | 25,494 | $556K |
| TLWM | 0.09% | Reduce -0.7% | 23,845 | $520K |
| Nestegg Advisors, Inc. | 0.45% | Reduce -6.4% | 23,375 | $510K |
| Sanctuary Advisors, LLC | 0.00% | Add +10.9% | 23,149 | $505K |
| Heritage Trust Co | 0.05% | New | 21,525 | $470K |
| Jacobi Capital Management LLC | 0.02% | Add +0.5% | 19,429 | $424K |
| Cetera Investment Advisers | 0.00% | Add +65.6% | 17,420 | $380K |
| Jane Street Group, LLC | 0.00% | Reduce -83.5% | 17,327 | $378K |
| Cambridge Financial Group, LLC | 0.13% | Reduce -30.2% | 17,046 | $372K |
| Hobbs Group Advisors, LLC | 0.11% | Add +30.4% | 16,635 | $363K |
| Wingate Wealth Advisors, Inc. | 0.19% | Add +0.7% | 16,597 | $362K |
| Accurate Wealth Management, LLC | 0.04% | New | 14,923 | $328K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 14,232 | $310K |
| Capital Analysts, LLC | 0.01% | No change | 13,705 | $299K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 13,677 | $298K |
| CVFG LLC | 0.04% | New | 13,342 | $291K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +8.7% | 11,532 | $252K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.5% | 11,001 | $240K |
| World Investment Advisors | 0.00% | New | 10,943 | $239K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 10,943 | $239K |
| Avior Wealth Management, LLC | 0.01% | Add +15.4% | 10,636 | $232K |
| HUB Investment Partners, LLC | 0.01% | New | 10,444 | $228K |
| Prospera Financial Services Inc | 0.00% | No change | 10,416 | $227K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 9,951 | $217K |
| Opulen Financial Group LLC | 0.15% | Add +0.5% | 9,868 | $215K |
| Cookson Peirce & Co. Inc. | 0.01% | Reduce -1.7% | 9,387 | $205K |
| Gradient Capital Advisors, LLC | 0.05% | No change | 9,381 | $205K |
| CGN Advisors LLC | 0.02% | Reduce -6.2% | 9,365 | $204K |
| Midland Wealth Advisors, LLC | 0.01% | Reduce -27.2% | 9,194 | $201K |
| Crews Bank & Trust | 0.03% | No change | 9,110 | $199K |
| YANKCOM Partnership | 0.07% | No change | 7,900 | $172K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 7,550 | $165K |
| NorthAvenue LLC | 0.12% | Add +4.2% | 6,785 | $148K |
| Anchor Investment Management, LLC | 0.01% | New | 6,500 | $142K |
| Ascentis Independent Advisors | 0.01% | New | 6,400 | $140K |
| First Command Advisory Services, Inc. | 0.00% | No change | 5,935 | $129K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.7% | 5,846 | $128K |
| Larson Financial Group LLC | 0.00% | No change | 5,812 | $127K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -51.2% | 5,581 | $122K |
| Harbor Investment Advisory, LLC | 0.00% | New | 1,400 | $31K |
| IFP Advisors, Inc | 0.00% | Add +23.8% | 1,362 | $30K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.7% | 1,064 | $23K |
| WFA of San Diego, LLC | 0.02% | No change | 1,015 | $22K |
| Trust Co | 0.00% | Add +0.2% | 428 | $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.