Invesco Bulletshares 2032 MBBSMWETF
13F holders, Q2 2024 (June 30)41holders +9
8new positions
0sold out
$25.21avg. 13F price*
At the end of Q2 2024, 41 institutions reported holding Invesco Bulletshares 2032 MB (BSMW) in their 13F filings, up 9 from Q1 2024. 8 opened new positions and 0 sold out. The largest holders were Wells Fargo & Company ($8.1M), Morgan Stanley ($6.6M) and LPL Financial LLC ($4.5M).
- Company
- Invesco Bulletshares 2032 MB
- CUSIP
- 46139W833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.6M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 235,195 shares bought and 99,542 shares sold, net +135,653 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Wells Fargo & Company | 0.00% | Reduce -3.8% | 320,993 | $8.1M |
| Morgan Stanley | 0.00% | Add +1.9% | 262,827 | $6.6M |
| LPL Financial LLC | 0.00% | Add +14.0% | 176,934 | $4.5M |
| Envision Financial Planning, LLC | 3.09% | Add +10.6% | 160,193 | $4.0M |
| Jane Street Group, LLC | 0.00% | Reduce -23.9% | 126,431 | $3.2M |
| Atlantic Union Bankshares Corp | 0.18% | Add +25.3% | 111,863 | $2.8M |
| Bank of America Corp. | 0.00% | Add +23.1% | 67,619 | $1.7M |
| Invesco Ltd. | 0.00% | Add +9.2% | 64,065 | $1.6M |
| Raymond James & Associates | 0.00% | Add +9.1% | 63,695 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | No change | 60,603 | $1.5M |
| Sterling Financial Group, Inc. | 0.57% | Reduce -8.7% | 49,611 | $1.3M |
| Mb, Levis & Associates, LLC | 0.62% | Add +35.7% | 46,662 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +29.0% | 46,225 | $1.2M |
| Key Financial Inc | 0.19% | Add +179.7% | 30,933 | $780K |
| Equitable Holdings, Inc. | 0.01% | Reduce -3.8% | 27,507 | $693K |
| Envestnet Asset Management Inc. | 0.00% | Add +26.1% | 23,094 | $582K |
| Bank of Montreal | 0.00% | Reduce -43.0% | 22,084 | $562K |
| IFP Advisors, Inc | 0.02% | Add +936.4% | 21,889 | $552K |
| Stratos Wealth Advisors, LLC | 0.03% | New | 20,391 | $514K |
| Addison Advisors LLC | 0.15% | Reduce -1.1% | 18,799 | $474K |
| Captrust Financial Advisors | 0.00% | Add +18.0% | 18,361 | $463K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.8% | 17,602 | $444K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.2% | 13,134 | $331K |
| Precedent Wealth Partners, LLC | 0.13% | New | 12,771 | $322K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +21.0% | 11,889 | $300K |
| Bill Few Associates, Inc. | 0.11% | Add +50.5% | 11,825 | $298K |
| Confluence Investment Management LLC | 0.00% | Reduce -9.8% | 11,740 | $296K |
| Old Mission Capital LLC | 0.01% | New | 10,647 | $268K |
| Clark Asset Management, LLC | 0.06% | New | 8,852 | $223K |
| Jacobi Capital Management LLC | 0.02% | New | 8,405 | $212K |
| Osaic Holdings, Inc. | 0.00% | Add +135.6% | 6,949 | $175K |
| Hobbs Group Advisors, LLC | 0.06% | — | 6,066 | $153K |
| First Command Advisory Services, Inc. | 0.00% | Add +129.0% | 4,067 | $103K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 4,017 | $101K |
| Comerica Bank | 0.00% | Add +1.1% | 3,945 | $99K |
| Asset Dedication, LLC | 0.01% | Add +30.0% | 3,314 | $84K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +4.5% | 2,919 | $74K |
| Royal Bank of Canada | 0.00% | Reduce -92.5% | 1,887 | $48K |
| Jones Financial Companies LLLP | 0.00% | New | 1,121 | $28K |
| Capital Analysts, LLC | 0.00% | New | 396 | $10K |
| UBS Group AG | 0.00% | New | 42 | $1K |
"% of holder's portfolio" is BSMW's weight in each manager's 13F, not the share of Invesco Bulletshares 2032 MB the manager owns.