Invesco Bulletshares 2031 MBBSMVETF
13F holders, Q1 2025 (March 31)59holders +1
6new positions
6sold out
$20.73avg. 13F price*
At the end of Q1 2025, 59 institutions reported holding Invesco Bulletshares 2031 MB (BSMV) in their 13F filings, up 1 from Q4 2024. 6 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($7.1M), Envision Financial Planning, LLC ($4.4M) and Bank of America Corp. ($3.8M).
- Company
- Invesco Bulletshares 2031 MB
- CUSIP
- 46138J411
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $4.0M |
| Exits | 6 | $1.9M |
All 13F filers, Q4 2024 → Q1 2025: 689,219 shares bought and 240,112 shares sold, net +449,107 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| LPL Financial LLC | 0.00% | Add +26.5% | 341,811 | $7.1M |
| Envision Financial Planning, LLC | 2.23% | Add +2.1% | 210,905 | $4.4M |
| Bank of America Corp. | 0.00% | Add +9.1% | 184,049 | $3.8M |
| Invesco Ltd. | 0.00% | Add +13.4% | 159,853 | $3.3M |
| Avior Wealth Management, LLC | 0.12% | Add +23.5% | 146,393 | $3.0M |
| Confluence Investment Management LLC | 0.04% | Reduce -44.0% | 143,705 | $3.0M |
| Precedent Wealth Partners, LLC | 0.81% | Add +90.5% | 141,395 | $2.9M |
| Atlantic Union Bankshares Corp | 0.16% | New | 129,903 | $2.7M |
| Key Financial Inc | 0.54% | Add +1.2% | 120,289 | $2.5M |
| UBS Group AG | 0.00% | Add +270.4% | 114,648 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +46.0% | 106,685 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +6.6% | 106,519 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.6% | 79,391 | $1.6M |
| Morgan Stanley | 0.00% | Add +56.6% | 72,710 | $1.5M |
| Moneco Advisors, LLC | 0.15% | Add +87.2% | 68,418 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +36.6% | 67,200 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.1% | 64,198 | $1.3M |
| Mb, Levis & Associates, LLC | 0.60% | Add +7.8% | 62,059 | $1.3M |
| CGN Advisors LLC | 0.12% | Reduce -0.2% | 58,296 | $1.2M |
| Sterling Financial Group, Inc. | 0.40% | Add +12.2% | 53,790 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -15.6% | 52,324 | $1.1M |
| Farmers National Bank | 0.30% | Add +2.6% | 51,545 | $1.1M |
| Clark Asset Management, LLC | 0.15% | Add +0.4% | 44,530 | $923K |
| MML Investors Services, LLC | 0.00% | Add +147.8% | 42,664 | $884K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +42.8% | 42,415 | $879K |
| Osaic Holdings, Inc. | 0.00% | Add +39.4% | 41,834 | $867K |
| Equitable Holdings, Inc. | 0.01% | Add +12.2% | 39,068 | $810K |
| Jane Street Group, LLC | 0.00% | Reduce -21.1% | 38,824 | $805K |
| VestGen Advisors, LLC | 0.04% | — | 38,562 | $799K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -16.7% | 38,476 | $798K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.4% | 32,824 | $680K |
| Toronto Dominion Bank | 0.00% | New | 30,952 | $642K |
| StoneX Group Inc. | 0.04% | Add +4.0% | 30,852 | $640K |
| Venture Visionary Partners LLC | 0.02% | Reduce -1.9% | 26,537 | $550K |
| Addison Advisors LLC | 0.13% | Add +4.8% | 22,630 | $469K |
| Captrust Financial Advisors | 0.00% | Add +2.4% | 20,254 | $420K |
| Gradient Capital Advisors, LLC | 0.13% | No change | 19,704 | $408K |
| Stifel Financial Corp. | 0.00% | Add +49.5% | 19,651 | $407K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -3.2% | 18,531 | $384K |
| Asset Dedication, LLC | 0.03% | Reduce -3.0% | 16,848 | $349K |
| Hobbs Group Advisors, LLC | 0.12% | Reduce -0.8% | 15,675 | $325K |
| Jones Financial Companies LLLP | 0.00% | Add +24.4% | 11,531 | $238K |
| PAX Financial Group, LLC | 0.04% | New | 11,422 | $237K |
| Jacobi Capital Management LLC | 0.02% | Reduce -11.9% | 10,880 | $226K |
| United Capital Financial Advisors, LLC | 0.00% | New | 9,668 | $200K |
| Crews Bank & Trust | 0.03% | No change | 9,460 | $196K |
| FMR LLC | 0.00% | Add +4314.6% | 9,359 | $194K |
| Royal Bank of Canada | 0.00% | Add +17.4% | 8,676 | $180K |
| Larson Financial Group LLC | 0.01% | New | 6,055 | $126K |
| Aptus Capital Advisors, LLC | 0.00% | Add +21.3% | 5,835 | $121K |
| Global Financial Private Client, LLC | 0.05% | Reduce -6.9% | 5,728 | $119K |
| Principal Securities, Inc. | 0.00% | No change | 4,717 | $99K |
| First Command Advisory Services, Inc. | 0.00% | Add +1.0% | 4,613 | $96K |
| Collier Financial | 0.08% | Reduce -22.1% | 4,298 | $89K |
| NewEdge Advisors, LLC | 0.00% | New | 2,600 | $54K |
| Capital Analysts, LLC | 0.00% | Add +197.3% | 1,433 | $30K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 930 | $19K |
| YANKCOM Partnership | 0.01% | Reduce -56.0% | 929 | $19K |
| AdvisorNet Financial, Inc | 0.00% | No change | 320 | $7K |
"% of holder's portfolio" is BSMV's weight in each manager's 13F, not the share of Invesco Bulletshares 2031 MB the manager owns.