Invesco Bulletshares 2032 MBBSMWETF
13F holders, Q1 2024 (March 31)32holders
$25.52avg. 13F price*
At the end of Q1 2024, 32 institutions reported holding Invesco Bulletshares 2032 MB (BSMW) in their 13F filings. The largest holders were Wells Fargo & Company ($8.5M), Morgan Stanley ($6.6M) and Jane Street Group, LLC ($4.2M).
- Company
- Invesco Bulletshares 2032 MB
- CUSIP
- 46139W833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.6M |
| Exits | 1 | $756 |
Ownership 32 holders
| Wells Fargo & Company | 0.00% | Reduce -20.3% | 333,627 | $8.5M |
| Morgan Stanley | 0.00% | Add +2.8% | 258,023 | $6.6M |
| Jane Street Group, LLC | 0.01% | Reduce -28.8% | 166,241 | $4.2M |
| LPL Financial LLC | 0.00% | Add +88.6% | 155,249 | $4.0M |
| Envision Financial Planning, LLC | 2.99% | Add +11.5% | 144,841 | $3.7M |
| Atlantic Union Bankshares Corp | 0.19% | Add +11.2% | 89,258 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Add +19.5% | 60,603 | $1.5M |
| Invesco Ltd. | 0.00% | Add +28.9% | 58,671 | $1.5M |
| Raymond James & Associates | 0.00% | New | 58,394 | $1.5M |
| Bank of America Corp. | 0.00% | Add +167.2% | 54,946 | $1.4M |
| Sterling Financial Group, Inc. | 0.66% | Add +115.4% | 54,311 | $1.4M |
| Bank of Montreal | 0.00% | Add +51.9% | 38,741 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +209.4% | 35,825 | $914K |
| Mb, Levis & Associates, LLC | 0.47% | Add +21.9% | 34,384 | $877K |
| Equitable Holdings, Inc. | 0.01% | New | 28,606 | $730K |
| Royal Bank of Canada | 0.00% | Add +7.6% | 25,048 | $639K |
| Addison Advisors LLC | 0.17% | Add +49.9% | 19,009 | $485K |
| Envestnet Asset Management Inc. | 0.00% | Add +29.9% | 18,318 | $467K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.8% | 16,033 | $409K |
| Captrust Financial Advisors | 0.00% | Reduce -3.1% | 15,560 | $397K |
| Integrated Wealth Concepts LLC | 0.00% | Add +8.2% | 13,112 | $335K |
| Confluence Investment Management LLC | 0.00% | No change | 13,011 | $332K |
| Key Financial Inc | 0.07% | New | 11,060 | $282K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +7.4% | 9,823 | $251K |
| Bill Few Associates, Inc. | 0.08% | No change | 7,855 | $200K |
| Aptus Capital Advisors, LLC | 0.00% | New | 4,017 | $102K |
| Comerica Bank | 0.00% | Add +283.9% | 3,904 | $100K |
| Osaic Holdings, Inc. | 0.00% | Add +247.3% | 2,949 | $75K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 2,792 | $71K |
| Asset Dedication, LLC | 0.00% | Add +48.8% | 2,549 | $64K |
| IFP Advisors, Inc | 0.00% | No change | 2,112 | $54K |
| First Command Advisory Services, Inc. | 0.00% | New | 1,776 | $45K |
"% of holder's portfolio" is BSMW's weight in each manager's 13F, not the share of Invesco Bulletshares 2032 MB the manager owns.