Invesco Bulletshares 2032 MBBSMWETF
13F holders, Q1 2025 (March 31)56holders +3
6new positions
4sold out
$24.60avg. 13F price*
At the end of Q1 2025, 56 institutions reported holding Invesco Bulletshares 2032 MB (BSMW) in their 13F filings, up 3 from Q4 2024. 6 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($10.2M), Morgan Stanley ($7.8M) and Wells Fargo & Company ($6.4M).
- Company
- Invesco Bulletshares 2032 MB
- CUSIP
- 46139W833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.0M |
| Exits | 4 | $3.6M |
All 13F filers, Q4 2024 → Q1 2025: 483,522 shares bought and 243,518 shares sold, net +240,004 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| LPL Financial LLC | 0.00% | Add +36.3% | 414,623 | $10.2M |
| Morgan Stanley | 0.00% | Add +1.4% | 315,270 | $7.8M |
| Wells Fargo & Company | 0.00% | Reduce -16.4% | 259,222 | $6.4M |
| Atlantic Union Bankshares Corp | 0.37% | Add +12.3% | 246,315 | $6.1M |
| Envision Financial Planning, LLC | 2.13% | Add +1.6% | 170,095 | $4.2M |
| Confluence Investment Management LLC | 0.04% | Add +940.7% | 126,794 | $3.1M |
| Bank of America Corp. | 0.00% | Add +12.0% | 122,741 | $3.0M |
| Precedent Wealth Partners, LLC | 0.71% | Add +62.1% | 103,589 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Add +6.5% | 82,239 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.9% | 75,442 | $1.9M |
| Invesco Ltd. | 0.00% | Add +9.8% | 74,690 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -16.2% | 71,157 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Add +7.1% | 67,413 | $1.7M |
| Sterling Financial Group, Inc. | 0.49% | Reduce -31.7% | 55,034 | $1.4M |
| Mb, Levis & Associates, LLC | 0.59% | Add +4.1% | 51,619 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.1% | 50,375 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Add +11.5% | 34,783 | $856K |
| Key Financial Inc | 0.19% | No change | 34,608 | $851K |
| Clark Asset Management, LLC | 0.14% | Add +36.0% | 33,664 | $828K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +34.8% | 33,013 | $812K |
| CGN Advisors LLC | 0.08% | Add +41.6% | 32,463 | $799K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -13.5% | 32,067 | $789K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 28,129 | $692K |
| VestGen Advisors, LLC | 0.03% | — | 28,035 | $690K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.0% | 27,754 | $683K |
| StoneX Group Inc. | 0.03% | Add +4.1% | 25,675 | $632K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 22,918 | $564K |
| Addison Advisors LLC | 0.15% | Add +12.3% | 21,935 | $540K |
| IFP Advisors, Inc | 0.02% | No change | 21,889 | $538K |
| Osaic Holdings, Inc. | 0.00% | Add +60.1% | 21,210 | $522K |
| Avior Wealth Management, LLC | 0.02% | Reduce -9.3% | 19,291 | $475K |
| Stifel Financial Corp. | 0.00% | New | 18,820 | $463K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +172.5% | 16,840 | $414K |
| Captrust Financial Advisors | 0.00% | Add +1.2% | 13,943 | $343K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +4.9% | 13,142 | $323K |
| Hobbs Group Advisors, LLC | 0.11% | New | 12,204 | $300K |
| Bill Few Associates, Inc. | 0.10% | No change | 11,825 | $291K |
| Jacobi Capital Management LLC | 0.02% | Reduce -11.9% | 9,103 | $224K |
| Lido Advisors, LLC | 0.00% | New | 8,700 | $214K |
| Opulen Financial Group LLC | 0.19% | Add +0.8% | 8,633 | $212K |
| MML Investors Services, LLC | 0.00% | New | 8,395 | $207K |
| Crews Bank & Trust | 0.03% | No change | 7,850 | $193K |
| FMR LLC | 0.00% | Add +9257.8% | 7,767 | $191K |
| Asset Dedication, LLC | 0.02% | Add +1.8% | 7,635 | $188K |
| UBS Group AG | 0.00% | Reduce -3.9% | 6,625 | $163K |
| Larson Financial Group LLC | 0.01% | New | 5,086 | $125K |
| Aptus Capital Advisors, LLC | 0.00% | Add +21.7% | 4,887 | $120K |
| First Command Advisory Services, Inc. | 0.00% | Add +1.0% | 4,226 | $104K |
| Principal Securities, Inc. | 0.00% | No change | 3,959 | $99K |
| Comerica Bank | 0.00% | Reduce -0.2% | 3,782 | $93K |
| Jones Financial Companies LLLP | 0.00% | Add +87.8% | 3,769 | $93K |
| Global Financial Private Client, LLC | 0.03% | Reduce -8.2% | 3,616 | $89K |
| Royal Bank of Canada | 0.00% | Add +3.5% | 3,331 | $82K |
| Capital Analysts, LLC | 0.00% | Add +346.1% | 1,798 | $44K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.4% | 297 | $7K |
| AdvisorNet Financial, Inc | 0.00% | No change | 266 | $7K |
"% of holder's portfolio" is BSMW's weight in each manager's 13F, not the share of Invesco Bulletshares 2032 MB the manager owns.