Invesco Bulletshares 2032 MBBSMWETF
13F holders, Q3 2024 (September 30)44holders +3
6new positions
2sold out
$25.63avg. 13F price*
At the end of Q3 2024, 44 institutions reported holding Invesco Bulletshares 2032 MB (BSMW) in their 13F filings, up 3 from Q2 2024. 6 opened new positions and 2 sold out. The largest holders were Wells Fargo & Company ($8.2M), Morgan Stanley ($7.4M) and LPL Financial LLC ($5.6M).
- Company
- Invesco Bulletshares 2032 MB
- CUSIP
- 46139W833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.3M |
| Exits | 2 | $831K |
All 13F filers, Q2 2024 → Q3 2024: 320,378 shares bought and 99,472 shares sold, net +220,906 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Wells Fargo & Company | 0.00% | Reduce -0.3% | 320,166 | $8.2M |
| Morgan Stanley | 0.00% | Add +9.5% | 287,895 | $7.4M |
| LPL Financial LLC | 0.00% | Add +22.5% | 216,728 | $5.6M |
| Envision Financial Planning, LLC | 2.22% | Add +2.5% | 164,177 | $4.2M |
| Atlantic Union Bankshares Corp | 0.24% | Add +42.6% | 159,528 | $4.1M |
| Bank of America Corp. | 0.00% | Add +55.0% | 104,820 | $2.7M |
| Invesco Ltd. | 0.00% | Add +13.6% | 72,777 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -45.9% | 68,382 | $1.8M |
| Raymond James & Associates | 0.00% | Add +3.0% | 65,619 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +37.7% | 63,641 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +3.5% | 62,706 | $1.6M |
| Precedent Wealth Partners, LLC | 0.51% | Add +368.1% | 59,781 | $1.5M |
| Sterling Financial Group, Inc. | 0.65% | Add +20.2% | 59,611 | $1.5M |
| Mb, Levis & Associates, LLC | 0.60% | Add +1.0% | 47,129 | $1.2M |
| Key Financial Inc | 0.20% | Add +11.9% | 34,608 | $887K |
| Equitable Holdings, Inc. | 0.01% | Add +4.3% | 28,683 | $735K |
| HighTower Advisors, LLC | 0.00% | New | 28,721 | $733K |
| Commonwealth Equity Services, LLC | 0.00% | Add +27.8% | 22,503 | $577K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +10.0% | 22,422 | $575K |
| IFP Advisors, Inc | 0.02% | No change | 21,889 | $561K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.8% | 20,607 | $528K |
| Addison Advisors LLC | 0.14% | Add +4.2% | 19,580 | $502K |
| Clark Asset Management, LLC | 0.08% | Add +60.9% | 14,239 | $365K |
| Captrust Financial Advisors | 0.00% | Reduce -27.1% | 13,389 | $343K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.2% | 13,156 | $337K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +3.4% | 12,296 | $315K |
| Bill Few Associates, Inc. | 0.11% | No change | 11,825 | $303K |
| Confluence Investment Management LLC | 0.00% | Add +0.2% | 11,768 | $302K |
| Moneco Advisors, LLC | 0.03% | New | 10,862 | $278K |
| Jacobi Capital Management LLC | 0.02% | Add +16.4% | 9,782 | $251K |
| Osaic Holdings, Inc. | 0.00% | Add +36.0% | 9,449 | $242K |
| Avior Wealth Management, LLC | 0.01% | New | 9,274 | $238K |
| Hobbs Group Advisors, LLC | 0.07% | Add +28.2% | 7,779 | $199K |
| First Command Advisory Services, Inc. | 0.00% | No change | 4,067 | $104K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 4,017 | $103K |
| Asset Dedication, LLC | 0.01% | Add +17.1% | 3,879 | $99K |
| Comerica Bank | 0.00% | Reduce -3.9% | 3,791 | $97K |
| Jones Financial Companies LLLP | 0.00% | Add +174.4% | 3,076 | $79K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,422 | $62K |
| Royal Bank of Canada | 0.00% | Reduce -13.3% | 1,635 | $42K |
| UBS Group AG | 0.00% | Add +2280.9% | 1,000 | $26K |
| Capital Analysts, LLC | 0.00% | Add +1.0% | 400 | $10K |
| AdvisorNet Financial, Inc | 0.00% | New | 266 | $7K |
| FMR LLC | 0.00% | New | 9 | $231 |
"% of holder's portfolio" is BSMW's weight in each manager's 13F, not the share of Invesco Bulletshares 2032 MB the manager owns.