Invesco Bulletshares 2031 MBBSMVETF
13F holders, Q4 2025 (December 31)76holders +5
8new positions
5sold out
$21.14avg. 13F price*
At the end of Q4 2025, 76 institutions reported holding Invesco Bulletshares 2031 MB (BSMV) in their 13F filings, up 5 from Q3 2025. 8 opened new positions and 5 sold out. The largest holders were Hills Bank & Trust Co ($9.3M), LPL Financial LLC ($8.3M) and Morgan Stanley ($5.2M).
- Company
- Invesco Bulletshares 2031 MB
- CUSIP
- 46138J411
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.0M |
| Exits | 5 | $374K |
All 13F filers, Q3 2025 → Q4 2025: 1,305,747 shares bought and 98,956 shares sold, net +1,206,791 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Hills Bank & Trust Co | 0.54% | Add +242.5% | 441,580 | $9.3M |
| LPL Financial LLC | 0.00% | Add +2.5% | 390,534 | $8.3M |
| Morgan Stanley | 0.00% | Add +72.2% | 246,749 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Add +215.7% | 220,511 | $4.7M |
| Invesco Ltd. | 0.00% | Add +20.9% | 210,773 | $4.5M |
| Lido Advisors, LLC | 0.02% | Add +10.6% | 195,700 | $4.1M |
| Central Valley Advisors, LLC | 1.21% | Add +1.7% | 191,219 | $4.0M |
| Precedent Wealth Partners, LLC | 0.84% | Add +6.6% | 189,917 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Add +29.3% | 189,241 | $4.0M |
| UBS Group AG | 0.00% | Add +28.7% | 184,341 | $3.9M |
| Bank of America Corp. | 0.00% | Add +1.3% | 182,681 | $3.9M |
| Avior Wealth Management, LLC | 0.11% | Add +18.2% | 174,209 | $3.7M |
| Atlantic Union Bankshares Corp | 0.07% | Reduce -4.2% | 170,259 | $3.6M |
| Confluence Investment Management LLC | 0.05% | Add +15.3% | 154,431 | $3.3M |
| Key Financial Inc | 0.48% | Add +2.5% | 124,289 | $2.6M |
| Moneco Advisors, LLC | 0.19% | Add +1.7% | 110,824 | $2.3M |
| Envision Financial Planning, LLC | 0.85% | Add +2.0% | 106,418 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +109.5% | 106,137 | $2.2M |
| Parkway Wealth Management Group, LLC | 0.26% | — | 93,276 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.4% | 90,384 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -26.1% | 78,257 | $1.7M |
| Flow Traders U.S. LLC | 0.05% | New | 77,168 | $1.6M |
| Elequin Capital, LP | 0.24% | Add +470.0% | 72,685 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +52.0% | 67,870 | $1.4M |
| Clark Asset Management, LLC | 0.15% | Add +1.7% | 67,587 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +517.1% | 61,676 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +25.8% | 60,035 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +229.1% | 59,333 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +14.9% | 58,162 | $1.2M |
| Farmers National Bank | 0.26% | Add +4.2% | 55,687 | $1.2M |
| Asset Dedication, LLC | 0.07% | Add +6.3% | 49,093 | $1.0M |
| Wells Fargo & Company | 0.00% | Add +4.4% | 47,819 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.7% | 45,720 | $966K |
| Cary Street Partners Financial LLC | 0.02% | Add +60.0% | 41,605 | $879K |
| United Capital Financial Advisors, LLC | 0.01% | Add +27.6% | 40,000 | $845K |
| VestGen Advisors, LLC | 0.04% | Add +2.3% | 39,582 | $837K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 36,270 | $767K |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.7% | 35,529 | $751K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -41.6% | 34,518 | $730K |
| Marietta Wealth Management, LLC | 0.08% | No change | 34,012 | $719K |
| Captrust Financial Advisors | 0.00% | Add +5.8% | 31,005 | $655K |
| Benjamin Edwards Inc. | 0.01% | New | 26,374 | $557K |
| Koss-Olinger Consulting, LLC | 0.04% | No change | 26,048 | $551K |
| Cerity Partners LLC | 0.00% | Reduce -8.7% | 24,330 | $514K |
| Summit Trail Advisors, LLC | 0.01% | New | 23,141 | $489K |
| Venture Visionary Partners LLC | 0.02% | Reduce -6.9% | 22,763 | $481K |
| Addison Advisors LLC | 0.11% | Add +0.1% | 22,320 | $472K |
| IFG Advisory, LLC | 0.02% | Add +68.5% | 21,504 | $454K |
| Jacobi Capital Management LLC | 0.02% | Add +21.8% | 20,105 | $425K |
| Gradient Capital Advisors, LLC | 0.11% | No change | 19,704 | $416K |
| Royal Bank of Canada | 0.00% | Add +17.8% | 18,676 | $395K |
| StoneX Group Inc. | 0.02% | Reduce -20.8% | 17,963 | $380K |
| Jones Financial Companies LLLP | 0.00% | Add +53.3% | 17,045 | $360K |
| Cambridge Financial Group, LLC | 0.11% | No change | 15,398 | $325K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 14,292 | $302K |
| Horizons Wealth Management | 0.18% | Add +766.9% | 12,605 | $266K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -42.2% | 12,382 | $262K |
| Coastline Complete Wealth LLC | 0.16% | — | 12,128 | $256K |
| CGN Advisors LLC | 0.02% | Reduce -7.9% | 10,690 | $226K |
| Cookson Peirce & Co. Inc. | 0.01% | New | 9,993 | $211K |
| Harbour Investments, Inc. | 0.00% | Add +5.2% | 9,517 | $201K |
| Crews Bank & Trust | 0.03% | No change | 9,460 | $200K |
| Capital Analysts, LLC | 0.01% | Add +516.5% | 8,884 | $188K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -20.5% | 7,457 | $158K |
| First Command Advisory Services, Inc. | 0.00% | Add +0.4% | 6,735 | $142K |
| ORG Partners LLC | 0.03% | No change | 6,700 | $142K |
| Farther Finance Advisors, LLC | 0.00% | No change | 6,429 | $136K |
| Larson Financial Group LLC | 0.00% | No change | 6,055 | $128K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.7% | 5,967 | $126K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,600 | $55K |
| NorthAvenue LLC | 0.02% | — | 1,424 | $30K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.7% | 951 | $20K |
| YANKCOM Partnership | 0.01% | No change | 929 | $20K |
| Trust Co | 0.00% | New | 442 | $9K |
| FMR LLC | 0.00% | No change | 212 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 193 | $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.