Invesco Bulletshares 2031 MBBSMVETF
13F holders, Q2 2026 (June 30)87holders +9
17new positions
7sold out
$20.98avg. 13F price*
At the end of Q2 2026, 87 institutions reported holding Invesco Bulletshares 2031 MB (BSMV) in their 13F filings, up 9 from Q1 2026. 17 opened new positions and 7 sold out. The largest holders were Hills Bank & Trust Co ($7.6M), HighTower Advisors, LLC ($7.0M) and Confluence Investment Management LLC ($6.1M).
- Company
- Invesco Bulletshares 2031 MB
- CUSIP
- 46138J411
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $6.2M |
| Exits | 7 | $3.2M |
All 13F filers, Q1 2026 → Q2 2026: 741,464 shares bought and 481,479 shares sold, net +259,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| Hills Bank & Trust Co | 0.32% | Reduce -24.9% | 360,323 | $7.6M |
| HighTower Advisors, LLC | 0.01% | Add +10.6% | 334,767 | $7.0M |
| Confluence Investment Management LLC | 0.10% | Reduce -6.6% | 290,826 | $6.1M |
| LPL Financial LLC | 0.00% | Add +12.9% | 288,458 | $6.1M |
| Morgan Stanley | 0.00% | Add +7.7% | 276,929 | $5.8M |
| Bank of America Corp. | 0.00% | Add +8.0% | 252,121 | $5.3M |
| Atlantic Union Bankshares Corp | 0.08% | Add +27.5% | 240,138 | $5.0M |
| Precedent Wealth Partners, LLC | 0.75% | Add +7.0% | 216,030 | $4.5M |
| Invesco Ltd. | 0.00% | Add +0.0% | 204,866 | $4.3M |
| Raymond James Financial Inc. | 0.00% | Add +3.3% | 199,030 | $4.2M |
| Lido Advisors, LLC | 0.01% | No change | 195,700 | $4.1M |
| UBS Group AG | 0.00% | Reduce -17.6% | 192,892 | $4.0M |
| Central Valley Advisors, LLC | 0.98% | Reduce -3.9% | 181,265 | $3.8M |
| Avior Wealth Management, LLC | 0.08% | Reduce -31.6% | 152,733 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.3% | 147,684 | $3.1M |
| Moneco Advisors, LLC | 0.18% | Add +3.5% | 139,362 | $2.9M |
| Legacy Private Trust Co. | 0.14% | Add +101.2% | 121,639 | $2.6M |
| Envision Financial Planning, LLC | 0.80% | Add +6.8% | 117,801 | $2.5M |
| Cary Street Partners Financial LLC | 0.05% | Add +46.1% | 109,755 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.1% | 108,383 | $2.3M |
| Clark Asset Management, LLC | 0.18% | Add +14.2% | 106,337 | $2.2M |
| Parkway Wealth Management Group, LLC | 0.25% | Add +3.2% | 105,220 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.4% | 96,149 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +68.8% | 94,922 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +15.2% | 93,904 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -14.5% | 72,758 | $1.5M |
| Key Financial Inc | 0.25% | Reduce -31.9% | 71,944 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -0.6% | 65,649 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Add +7.8% | 60,488 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +14.8% | 57,332 | $1.2M |
| Farmers National Bank | 0.25% | Add +1.2% | 57,080 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +23.4% | 54,498 | $1.1M |
| VestGen Advisors, LLC | 0.03% | Add +23.7% | 50,598 | $1.1M |
| Jacobi Capital Management LLC | 0.05% | Add +131.5% | 46,830 | $983K |
| Equitable Holdings, Inc. | 0.01% | Reduce -5.0% | 46,617 | $978K |
| Elequin Capital, LP | 0.16% | New | 45,191 | $948K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.0% | 43,500 | $913K |
| Mission Wealth Management, LP | 0.01% | New | 36,616 | $768K |
| Marietta Wealth Management, LLC | 0.07% | No change | 34,012 | $714K |
| Wedmont Private Capital | 0.02% | New | 33,770 | $707K |
| IFG Advisory, LLC | 0.02% | New | 33,004 | $693K |
| Sax Wealth Advisors, LLC | 0.03% | New | 31,968 | $668K |
| Captrust Financial Advisors | 0.00% | Reduce -0.6% | 31,559 | $662K |
| Jones Financial Companies LLLP | 0.00% | Add +21.8% | 30,336 | $636K |
| Garrett Wealth Advisory Group, LLC | 0.09% | New | 29,282 | $614K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 28,975 | $608K |
| Asset Dedication, LLC | 0.04% | Add +3.9% | 28,868 | $606K |
| Benjamin Edwards Inc. | 0.01% | Add +3.5% | 27,781 | $583K |
| Royal Bank of Canada | 0.00% | Add +7.9% | 22,431 | $471K |
| Cetera Investment Advisers | 0.00% | New | 20,498 | $430K |
| Gradient Capital Advisors, LLC | 0.10% | No change | 19,704 | $413K |
| Venture Visionary Partners LLC | 0.01% | Add +0.1% | 18,207 | $382K |
| Kinetic Wealth Investment Advisors LLC | 0.18% | — | 18,084 | $379K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +21.8% | 17,474 | $367K |
| HUB Investment Partners, LLC | 0.01% | New | 16,366 | $343K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 15,186 | $319K |
| Heritage Trust Co | 0.03% | Add +16.1% | 13,953 | $293K |
| Crews Bank & Trust | 0.04% | Add +40.2% | 13,265 | $278K |
| NewEdge Advisors, LLC | 0.00% | No change | 12,850 | $270K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 12,256 | $257K |
| Global Financial Private Client, LLC | 0.07% | No change | 12,208 | $256K |
| Hengehold Capital Management LLC | 0.02% | New | 11,961 | $251K |
| Intentional Wealth Strategies, LLC | 0.23% | Reduce -6.5% | 11,809 | $248K |
| OneAscent Financial Services LLC | 0.01% | Reduce -0.4% | 11,608 | $244K |
| Vestmark Advisory Solutions, Inc. | 0.00% | No change | 11,390 | $239K |
| World Investment Advisors | 0.00% | No change | 11,390 | $238K |
| Cookson Peirce & Co. Inc. | 0.01% | Add +7.7% | 10,353 | $217K |
| CGN Advisors LLC | 0.01% | Reduce -4.8% | 9,572 | $201K |
| Harbour Investments, Inc. | 0.00% | No change | 9,517 | $200K |
| Addison Advisors LLC | 0.09% | Reduce -61.8% | 9,064 | $190K |
| Capital Analysts, LLC | 0.00% | Add +0.1% | 8,892 | $187K |
| Atlas Capital Advisors Inc. | 0.02% | New | 7,000 | $147K |
| Larson Financial Group LLC | 0.00% | No change | 6,055 | $127K |
| Anchor Investment Management, LLC | 0.01% | New | 5,500 | $115K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -10.4% | 5,383 | $113K |
| Colonial Trust Advisors | 0.01% | New | 4,000 | $84K |
| NorthAvenue LLC | 0.05% | Add +38.6% | 3,399 | $71K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 2,406 | $50K |
| Farther Finance Advisors, LLC | 0.00% | Add +148.4% | 2,238 | $47K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -69.8% | 2,031 | $43K |
| Private Trust Co. NA | 0.00% | New | 1,730 | $36K |
| IMA Advisory Services, Inc. | 0.00% | New | 1,500 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | Add +43.0% | 1,370 | $29K |
| Harbor Investment Advisory, LLC | 0.00% | New | 570 | $12K |
| IFP Advisors, Inc | 0.00% | Add +75.0% | 476 | $10K |
| Trust Co | 0.00% | Reduce -28.2% | 318 | $7K |
| FMR LLC | 0.00% | No change | 212 | $4K |
"% of holder's portfolio" is BSMV's weight in each manager's 13F, not the share of Invesco Bulletshares 2031 MB the manager owns.