Invesco Bulletshares 2032 MBBSMWETF
13F holders, Q2 2026 (June 30)70holders +6
11new positions
6sold out
$25.14avg. 13F price*
At the end of Q2 2026, 70 institutions reported holding Invesco Bulletshares 2032 MB (BSMW) in their 13F filings, up 6 from Q1 2026. 11 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($13.0M), LPL Financial LLC ($11.5M) and Stratos Wealth Advisors, LLC ($7.1M).
- Company
- Invesco Bulletshares 2032 MB
- CUSIP
- 46139W833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.3M |
| Exits | 6 | $1.8M |
All 13F filers, Q1 2026 → Q2 2026: 830,790 shares bought and 140,058 shares sold, net +690,732 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Morgan Stanley | 0.00% | Add +11.3% | 516,887 | $13.0M |
| LPL Financial LLC | 0.00% | Add +8.8% | 458,971 | $11.5M |
| Stratos Wealth Advisors, LLC | 0.39% | Add +18.0% | 281,549 | $7.1M |
| Lido Advisors, LLC | 0.03% | Add +159.6% | 279,328 | $7.0M |
| Atlantic Union Bankshares Corp | 0.12% | Add +21.3% | 274,117 | $6.9M |
| Wells Fargo & Company | 0.00% | Reduce -1.5% | 233,494 | $5.9M |
| Bank of America Corp. | 0.00% | Add +15.0% | 228,408 | $5.7M |
| Confluence Investment Management LLC | 0.08% | Reduce -7.3% | 197,253 | $5.0M |
| Precedent Wealth Partners, LLC | 0.72% | Add +7.3% | 173,161 | $4.4M |
| Invesco Ltd. | 0.00% | Add +2.0% | 172,867 | $4.3M |
| Raymond James Financial Inc. | 0.00% | Add +7.8% | 157,369 | $4.0M |
| UBS Group AG | 0.00% | Add +10.6% | 153,350 | $3.9M |
| Hills Bank & Trust Co | 0.15% | Add +24.2% | 143,604 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.3% | 125,681 | $3.2M |
| Moneco Advisors, LLC | 0.18% | Add +5.1% | 120,153 | $3.0M |
| Envision Financial Planning, LLC | 0.98% | Add +6.3% | 120,053 | $3.0M |
| Legacy Private Trust Co. | 0.16% | Add +65.8% | 115,658 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.7% | 109,126 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Add +19.5% | 107,760 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.8% | 96,848 | $2.4M |
| Clark Asset Management, LLC | 0.18% | Add +28.1% | 88,780 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.5% | 80,257 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +30.0% | 63,386 | $1.6M |
| Key Financial Inc | 0.23% | Add +10.7% | 54,685 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +61.8% | 50,527 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -15.8% | 48,863 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +7.7% | 48,765 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +16.4% | 48,590 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -4.5% | 41,904 | $1.1M |
| Jacobi Capital Management LLC | 0.05% | Add +132.1% | 39,186 | $985K |
| Integrated Wealth Concepts LLC | 0.01% | Add +13.1% | 30,147 | $758K |
| VestGen Advisors, LLC | 0.02% | Reduce -28.1% | 28,667 | $721K |
| Marietta Wealth Management, LLC | 0.07% | No change | 28,600 | $719K |
| Wedmont Private Capital | 0.02% | New | 27,948 | $701K |
| Sax Wealth Advisors, LLC | 0.03% | New | 25,938 | $645K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 24,945 | $627K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 24,905 | $626K |
| IFG Advisory, LLC | 0.02% | New | 24,865 | $625K |
| Susquehanna International Group, LLP | 0.00% | New | 24,690 | $621K |
| Asset Dedication, LLC | 0.03% | Add +14.2% | 20,740 | $521K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 20,238 | $509K |
| Jane Street Group, LLC | 0.00% | Reduce -2.0% | 19,300 | $485K |
| Captrust Financial Advisors | 0.00% | Add +8.1% | 17,310 | $435K |
| Royal Bank of Canada | 0.00% | Add +17.4% | 16,894 | $425K |
| Cetera Investment Advisers | 0.00% | New | 16,440 | $413K |
| Invariant Investment Management | 0.24% | Add +0.8% | 16,316 | $411K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 12,730 | $320K |
| Bill Few Associates, Inc. | 0.07% | No change | 12,157 | $306K |
| Addison Advisors LLC | 0.14% | Reduce -45.8% | 12,085 | $304K |
| Harbour Investments, Inc. | 0.00% | No change | 12,036 | $303K |
| Leavell Investment Management, Inc. | 0.01% | Add +21.4% | 11,365 | $286K |
| Crews Bank & Trust | 0.04% | Add +40.6% | 11,040 | $278K |
| Kinetic Wealth Investment Advisors LLC | 0.12% | — | 10,279 | $258K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 10,027 | $252K |
| Baird Financial Group, Inc. | 0.00% | New | 9,175 | $231K |
| Independent Financial Group, LLC | 0.00% | No change | 9,000 | $226K |
| Opulen Financial Group LLC | 0.14% | Add +0.8% | 8,992 | $226K |
| Cookson Peirce & Co. Inc. | 0.01% | Add +6.2% | 8,720 | $219K |
| Larson Financial Group LLC | 0.00% | No change | 5,086 | $128K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -10.3% | 4,527 | $114K |
| Atlas Capital Advisors Inc. | 0.01% | New | 4,000 | $101K |
| PNC Financial Services Group, Inc. | 0.00% | Add +325.8% | 2,917 | $73K |
| Fifth Third Bancorp | 0.00% | No change | 2,885 | $73K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -64.5% | 2,150 | $54K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 2,009 | $51K |
| Capital Analysts, LLC | 0.00% | Add +0.2% | 1,815 | $46K |
| NorthAvenue LLC | 0.03% | No change | 1,451 | $36K |
| Private Trust Co. NA | 0.00% | New | 1,450 | $36K |
| Gill Capital Partners, LLC | 0.01% | No change | 940 | $24K |
| FMR LLC | 0.00% | No change | 3 | $65 |
"% of holder's portfolio" is BSMW's weight in each manager's 13F, not the share of Invesco Bulletshares 2032 MB the manager owns.