Invesco Bulletshares 2031 MBBSMVETF
13F holders, Q2 2025 (June 30)58holders −1
4new positions
4sold out
$20.62avg. 13F price*
At the end of Q2 2025, 58 institutions reported holding Invesco Bulletshares 2031 MB (BSMV) in their 13F filings, down 1 from Q1 2025. 4 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($6.8M), Bank of America Corp. ($3.8M) and Invesco Ltd. ($3.7M).
- Company
- Invesco Bulletshares 2031 MB
- CUSIP
- 46138J411
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.1M |
| Exits | 4 | $1.3M |
All 13F filers, Q1 2025 → Q2 2025: 426,514 shares bought and 363,626 shares sold, net +62,888 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| LPL Financial LLC | 0.00% | Reduce -3.3% | 330,576 | $6.8M |
| Bank of America Corp. | 0.00% | Add +0.7% | 185,369 | $3.8M |
| Invesco Ltd. | 0.00% | Add +10.8% | 177,165 | $3.7M |
| Atlantic Union Bankshares Corp | 0.08% | Add +23.8% | 160,769 | $3.3M |
| Precedent Wealth Partners, LLC | 0.79% | Add +11.0% | 156,969 | $3.2M |
| Confluence Investment Management LLC | 0.04% | Reduce -2.6% | 139,940 | $2.9M |
| UBS Group AG | 0.00% | Add +15.3% | 132,235 | $2.7M |
| Key Financial Inc | 0.50% | Add +0.8% | 121,289 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Add +11.8% | 119,087 | $2.5M |
| Avior Wealth Management, LLC | 0.08% | Reduce -19.6% | 117,644 | $2.4M |
| Morgan Stanley | 0.00% | Add +45.3% | 105,613 | $2.2M |
| Moneco Advisors, LLC | 0.19% | Add +48.4% | 101,547 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.5% | 96,551 | $2.0M |
| Jane Street Group, LLC | 0.00% | Add +139.1% | 92,818 | $1.9M |
| Lido Advisors, LLC | 0.01% | Add +28.7% | 86,500 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.2% | 81,118 | $1.7M |
| Mb, Levis & Associates, LLC | 0.57% | Add +0.9% | 62,646 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.4% | 62,636 | $1.3M |
| Sterling Financial Group, Inc. | 0.37% | Reduce -0.9% | 53,290 | $1.1M |
| Farmers National Bank | 0.28% | Add +1.1% | 52,138 | $1.1M |
| Envision Financial Planning, LLC | 0.49% | Reduce -75.9% | 50,743 | $1.0M |
| Hills Bank & Trust Co | 0.07% | New | 50,511 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +14.2% | 48,725 | $1.0M |
| Clark Asset Management, LLC | 0.14% | Add +8.8% | 48,434 | $999K |
| Osaic Holdings, Inc. | 0.00% | Add +13.2% | 47,344 | $976K |
| Equitable Holdings, Inc. | 0.01% | Add +13.5% | 44,336 | $914K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.2% | 41,498 | $856K |
| Asset Dedication, LLC | 0.06% | Add +145.1% | 41,289 | $851K |
| VestGen Advisors, LLC | 0.03% | Add +6.3% | 41,004 | $848K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.2% | 38,548 | $795K |
| Stifel Financial Corp. | 0.00% | Add +91.2% | 37,572 | $775K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.6% | 33,339 | $687K |
| CGN Advisors LLC | 0.05% | Reduce -51.6% | 28,197 | $581K |
| Venture Visionary Partners LLC | 0.02% | Add +5.6% | 28,020 | $578K |
| Wells Fargo & Company | 0.00% | Reduce -48.2% | 27,094 | $559K |
| Koss-Olinger Consulting, LLC | 0.04% | New | 26,048 | $537K |
| StoneX Group Inc. | 0.02% | Reduce -20.4% | 24,544 | $506K |
| Marietta Wealth Management, LLC | 0.07% | New | 24,351 | $502K |
| Addison Advisors LLC | 0.12% | Add +3.6% | 23,445 | $483K |
| Gradient Capital Advisors, LLC | 0.12% | No change | 19,704 | $406K |
| Captrust Financial Advisors | 0.00% | Reduce -7.5% | 18,726 | $386K |
| United Capital Financial Advisors, LLC | 0.00% | Add +79.3% | 17,334 | $357K |
| Royal Bank of Canada | 0.00% | Add +76.3% | 15,299 | $315K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -21.0% | 14,644 | $302K |
| Jacobi Capital Management LLC | 0.02% | Add +26.9% | 13,805 | $285K |
| Crews Bank & Trust | 0.03% | No change | 9,460 | $195K |
| Jones Financial Companies LLLP | 0.00% | Reduce -45.9% | 6,237 | $128K |
| Larson Financial Group LLC | 0.01% | No change | 6,055 | $125K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.8% | 5,881 | $121K |
| First Command Advisory Services, Inc. | 0.00% | Add +25.2% | 5,775 | $119K |
| Principal Securities, Inc. | 0.00% | Reduce -28.2% | 3,385 | $70K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,600 | $54K |
| Capital Analysts, LLC | 0.00% | Add +0.3% | 1,437 | $30K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.9% | 938 | $19K |
| YANKCOM Partnership | 0.01% | No change | 929 | $19K |
| AdvisorNet Financial, Inc | 0.00% | No change | 320 | $7K |
| Ameritas Advisory Services, LLC | 0.00% | New | 278 | $6K |
| FMR LLC | 0.00% | Reduce -97.7% | 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.