Invesco Bulletshares 2031 MBBSMVETF
13F holders, Q1 2026 (March 31)78holders +2
9new positions
7sold out
$20.88avg. 13F price*
At the end of Q1 2026, 78 institutions reported holding Invesco Bulletshares 2031 MB (BSMV) in their 13F filings, up 2 from Q4 2025. 9 opened new positions and 7 sold out. The largest holders were Hills Bank & Trust Co ($10.0M), Confluence Investment Management LLC ($6.5M) and HighTower Advisors, LLC ($6.3M).
- Company
- Invesco Bulletshares 2031 MB
- CUSIP
- 46138J411
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.6M |
| Exits | 7 | $3.6M |
All 13F filers, Q4 2025 → Q1 2026: 936,762 shares bought and 416,724 shares sold, net +520,038 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Hills Bank & Trust Co | 0.48% | Add +8.6% | 479,643 | $10.0M |
| Confluence Investment Management LLC | 0.10% | Add +101.6% | 311,374 | $6.5M |
| HighTower Advisors, LLC | 0.01% | Add +37.3% | 302,689 | $6.3M |
| Morgan Stanley | 0.00% | Add +4.2% | 257,116 | $5.4M |
| LPL Financial LLC | 0.00% | Reduce -34.6% | 255,403 | $5.3M |
| UBS Group AG | 0.00% | Add +27.0% | 234,071 | $4.9M |
| Bank of America Corp. | 0.00% | Add +27.8% | 233,434 | $4.9M |
| Avior Wealth Management, LLC | 0.13% | Add +28.1% | 223,134 | $4.7M |
| Invesco Ltd. | 0.00% | Reduce -2.9% | 204,774 | $4.3M |
| Precedent Wealth Partners, LLC | 0.84% | Add +6.4% | 201,991 | $4.2M |
| Lido Advisors, LLC | 0.02% | No change | 195,700 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Add +1.8% | 192,663 | $4.0M |
| Central Valley Advisors, LLC | 1.07% | Reduce -1.4% | 188,576 | $3.9M |
| Atlantic Union Bankshares Corp | 0.08% | Add +10.7% | 188,397 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +81.0% | 141,636 | $3.0M |
| Moneco Advisors, LLC | 0.22% | Add +21.5% | 134,630 | $2.8M |
| Envision Financial Planning, LLC | 0.83% | Add +3.6% | 110,258 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.2% | 108,515 | $2.3M |
| Key Financial Inc | 0.39% | Reduce -14.9% | 105,714 | $2.2M |
| Parkway Wealth Management Group, LLC | 0.27% | Add +9.3% | 101,986 | $2.1M |
| Clark Asset Management, LLC | 0.18% | Add +37.7% | 93,089 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.9% | 91,240 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +25.4% | 85,108 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +35.8% | 81,544 | $1.7M |
| Cary Street Partners Financial LLC | 0.04% | Add +80.5% | 75,115 | $1.6M |
| Coastline Complete Wealth LLC | 0.93% | Add +492.2% | 71,823 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +11.3% | 66,040 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +4.8% | 64,637 | $1.3M |
| Legacy Private Trust Co. | 0.08% | New | 60,463 | $1.3M |
| Farmers National Bank | 0.26% | Add +1.3% | 56,390 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +17.6% | 56,223 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +40.2% | 56,083 | $1.2M |
| Flow Traders U.S. LLC | 0.03% | Reduce -33.3% | 51,451 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -14.1% | 49,940 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +7.3% | 49,045 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +27.9% | 44,146 | $922K |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.7% | 41,811 | $873K |
| VestGen Advisors, LLC | 0.02% | Add +3.3% | 40,902 | $859K |
| Marietta Wealth Management, LLC | 0.08% | No change | 34,012 | $710K |
| Captrust Financial Advisors | 0.00% | Add +2.4% | 31,750 | $663K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -20.1% | 28,975 | $605K |
| Asset Dedication, LLC | 0.04% | Reduce -43.4% | 27,783 | $580K |
| Benjamin Edwards Inc. | 0.01% | Add +1.8% | 26,840 | $560K |
| Jones Financial Companies LLLP | 0.00% | Add +46.2% | 24,913 | $518K |
| Addison Advisors LLC | 0.11% | Add +6.2% | 23,704 | $495K |
| Royal Bank of Canada | 0.00% | Add +11.3% | 20,785 | $434K |
| Jacobi Capital Management LLC | 0.02% | Add +0.6% | 20,230 | $422K |
| Gradient Capital Advisors, LLC | 0.11% | No change | 19,704 | $411K |
| Venture Visionary Partners LLC | 0.01% | Reduce -20.1% | 18,184 | $380K |
| Cambridge Financial Group, LLC | 0.11% | No change | 15,398 | $322K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.4% | 14,345 | $300K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -41.8% | 13,479 | $281K |
| NewEdge Advisors, LLC | 0.00% | Add +394.2% | 12,850 | $268K |
| Intentional Wealth Strategies, LLC | 0.25% | — | 12,635 | $264K |
| Horizons Wealth Management | 0.18% | No change | 12,605 | $263K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -1.0% | 12,256 | $256K |
| Global Financial Private Client, LLC | 0.08% | New | 12,208 | $255K |
| Heritage Trust Co | 0.03% | New | 12,019 | $251K |
| OneAscent Financial Services LLC | 0.01% | New | 11,650 | $243K |
| World Investment Advisors | 0.00% | New | 11,390 | $238K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 11,390 | $238K |
| CGN Advisors LLC | 0.02% | Reduce -6.0% | 10,050 | $210K |
| Cookson Peirce & Co. Inc. | 0.01% | Reduce -3.8% | 9,612 | $201K |
| Harbour Investments, Inc. | 0.00% | No change | 9,517 | $199K |
| Crews Bank & Trust | 0.03% | No change | 9,460 | $198K |
| Capital Analysts, LLC | 0.00% | Add +0.1% | 8,888 | $186K |
| First Command Advisory Services, Inc. | 0.00% | No change | 6,735 | $141K |
| Ascentis Independent Advisors | 0.01% | New | 6,700 | $140K |
| Larson Financial Group LLC | 0.00% | No change | 6,055 | $126K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.7% | 6,009 | $125K |
| NorthAvenue LLC | 0.04% | Add +72.2% | 2,452 | $51K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.7% | 958 | $20K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -86.0% | 901 | $19K |
| Trust Co | 0.00% | Add +0.2% | 443 | $9K |
| IFP Advisors, Inc | 0.00% | New | 272 | $6K |
| FMR LLC | 0.00% | No change | 212 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 193 | $4K |
| Root Financial Partners, LLC | 0.00% | New | 159 | $3K |
"% of holder's portfolio" is BSMV's weight in each manager's 13F, not the share of Invesco Bulletshares 2031 MB the manager owns.