Invesco Bulletshares 2031 MBBSMVETF
13F holders, Q3 2025 (September 30)71holders +13
14new positions
2sold out
$21.01avg. 13F price*
At the end of Q3 2025, 71 institutions reported holding Invesco Bulletshares 2031 MB (BSMV) in their 13F filings, up 13 from Q2 2025. 14 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($8.0M), Central Valley Advisors, LLC ($4.0M) 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $7.1M |
| Exits | 2 | $1.3M |
All 13F filers, Q2 2025 → Q3 2025: 921,971 shares bought and 195,648 shares sold, net +726,323 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| LPL Financial LLC | 0.00% | Add +15.3% | 381,042 | $8.0M |
| Central Valley Advisors, LLC | 1.22% | New | 188,060 | $4.0M |
| Bank of America Corp. | 0.00% | Reduce -2.7% | 180,310 | $3.8M |
| Precedent Wealth Partners, LLC | 0.82% | Add +13.5% | 178,091 | $3.7M |
| Atlantic Union Bankshares Corp | 0.07% | Add +10.6% | 177,780 | $3.7M |
| Lido Advisors, LLC | 0.02% | Add +104.5% | 176,900 | $3.7M |
| Invesco Ltd. | 0.00% | Reduce -1.6% | 174,296 | $3.7M |
| Avior Wealth Management, LLC | 0.10% | Add +25.3% | 147,354 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Add +22.9% | 146,407 | $3.1M |
| Morgan Stanley | 0.00% | Add +35.7% | 143,272 | $3.0M |
| UBS Group AG | 0.00% | Add +8.3% | 143,222 | $3.0M |
| Confluence Investment Management LLC | 0.04% | Reduce -4.3% | 133,904 | $2.8M |
| Hills Bank & Trust Co | 0.16% | Add +155.2% | 128,922 | $2.7M |
| Key Financial Inc | 0.47% | No change | 121,289 | $2.6M |
| Moneco Advisors, LLC | 0.19% | Add +7.3% | 108,991 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.6% | 105,836 | $2.2M |
| Envision Financial Planning, LLC | 0.93% | Add +105.6% | 104,308 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.9% | 89,999 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +11.5% | 69,853 | $1.5M |
| Clark Asset Management, LLC | 0.16% | Add +37.3% | 66,481 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +53.4% | 59,146 | $1.2M |
| Farmers National Bank | 0.27% | Add +2.5% | 53,461 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.1% | 50,658 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +3.9% | 50,605 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +0.8% | 47,740 | $991K |
| Equitable Holdings, Inc. | 0.01% | Add +4.9% | 46,505 | $977K |
| Asset Dedication, LLC | 0.07% | Add +11.8% | 46,179 | $970K |
| Wells Fargo & Company | 0.00% | Add +69.0% | 45,801 | $962K |
| Stifel Financial Corp. | 0.00% | Add +18.8% | 44,636 | $938K |
| VestGen Advisors, LLC | 0.03% | Reduce -5.7% | 38,687 | $813K |
| Sterling Financial Group, Inc. | 0.24% | Reduce -31.9% | 36,270 | $762K |
| Marietta Wealth Management, LLC | 0.09% | Add +39.7% | 34,012 | $715K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.7% | 32,102 | $674K |
| United Capital Financial Advisors, LLC | 0.00% | Add +80.8% | 31,345 | $659K |
| Captrust Financial Advisors | 0.00% | Add +56.5% | 29,301 | $616K |
| Cerity Partners LLC | 0.00% | New | 26,652 | $560K |
| Cary Street Partners Financial LLC | 0.01% | New | 26,005 | $546K |
| Koss-Olinger Consulting, LLC | 0.04% | No change | 26,048 | $537K |
| Venture Visionary Partners LLC | 0.02% | Reduce -12.8% | 24,442 | $514K |
| StoneX Group Inc. | 0.02% | Reduce -7.5% | 22,693 | $477K |
| Addison Advisors LLC | 0.11% | Reduce -4.9% | 22,290 | $468K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +46.4% | 21,437 | $450K |
| Gradient Capital Advisors, LLC | 0.11% | No change | 19,704 | $414K |
| Jane Street Group, LLC | 0.00% | Reduce -80.6% | 18,029 | $379K |
| Jacobi Capital Management LLC | 0.02% | Add +19.6% | 16,505 | $347K |
| Royal Bank of Canada | 0.00% | Add +3.6% | 15,850 | $333K |
| Cambridge Financial Group, LLC | 0.10% | New | 15,398 | $324K |
| IFG Advisory, LLC | 0.01% | New | 12,760 | $268K |
| Elequin Capital, LP | 0.02% | New | 12,752 | $268K |
| CGN Advisors LLC | 0.02% | Reduce -58.9% | 11,602 | $244K |
| Jones Financial Companies LLLP | 0.00% | Add +78.3% | 11,120 | $233K |
| OneAscent Financial Services LLC | 0.02% | New | 10,780 | $226K |
| Focus Partners Wealth | 0.00% | New | 9,994 | $210K |
| Crews Bank & Trust | 0.03% | No change | 9,460 | $199K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | New | 9,378 | $197K |
| Harbour Investments, Inc. | 0.00% | New | 9,045 | $190K |
| First Command Advisory Services, Inc. | 0.00% | Add +16.2% | 6,711 | $141K |
| ORG Partners LLC | 0.03% | New | 6,700 | $141K |
| Farther Finance Advisors, LLC | 0.00% | New | 6,429 | $135K |
| Larson Financial Group LLC | 0.00% | No change | 6,055 | $127K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.8% | 5,925 | $124K |
| Principal Securities, Inc. | 0.00% | Reduce -5.2% | 3,209 | $67K |
| JPMorgan Chase & Co. | 0.00% | New | 2,688 | $56K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,600 | $55K |
| Horizons Wealth Management | 0.02% | New | 1,454 | $31K |
| Capital Analysts, LLC | 0.00% | Add +0.3% | 1,441 | $30K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 944 | $20K |
| YANKCOM Partnership | 0.01% | No change | 929 | $20K |
| Collier Financial | 0.01% | — | 869 | $18K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 278 | $6K |
| 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.