Invesco Bulletshares 2032 MBBSMWETF
13F holders, Q2 2025 (June 30)53holders −3
2new positions
5sold out
$24.48avg. 13F price*
At the end of Q2 2025, 53 institutions reported holding Invesco Bulletshares 2032 MB (BSMW) in their 13F filings, down 3 from Q1 2025. 2 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($9.7M), Morgan Stanley ($7.4M) and Atlantic Union Bankshares Corp ($6.8M).
- Company
- Invesco Bulletshares 2032 MB
- CUSIP
- 46139W833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $918K |
| Exits | 5 | $2.2M |
All 13F filers, Q1 2025 → Q2 2025: 373,047 shares bought and 326,535 shares sold, net +46,512 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| LPL Financial LLC | 0.00% | Reduce -4.1% | 397,549 | $9.7M |
| Morgan Stanley | 0.00% | Reduce -3.5% | 304,283 | $7.4M |
| Atlantic Union Bankshares Corp | 0.15% | Add +12.1% | 276,159 | $6.8M |
| Wells Fargo & Company | 0.00% | Reduce -16.8% | 215,574 | $5.3M |
| Jane Street Group, LLC | 0.01% | Add +115.4% | 153,291 | $3.8M |
| Bank of America Corp. | 0.00% | Add +11.9% | 137,312 | $3.4M |
| Confluence Investment Management LLC | 0.04% | Reduce -1.9% | 124,352 | $3.0M |
| Precedent Wealth Partners, LLC | 0.70% | Add +13.1% | 117,137 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Add +22.8% | 100,990 | $2.5M |
| Stratos Wealth Advisors, LLC | 0.12% | Add +191.4% | 96,218 | $2.4M |
| Invesco Ltd. | 0.00% | Reduce -2.8% | 72,613 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.8% | 71,817 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | No change | 67,413 | $1.7M |
| Mb, Levis & Associates, LLC | 0.65% | Add +17.1% | 60,474 | $1.5M |
| Envision Financial Planning, LLC | 0.63% | Reduce -67.5% | 55,201 | $1.4M |
| Sterling Financial Group, Inc. | 0.45% | Reduce -0.8% | 54,584 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +15.5% | 40,166 | $983K |
| Key Financial Inc | 0.17% | No change | 34,608 | $847K |
| Stifel Financial Corp. | 0.00% | Add +83.3% | 34,488 | $844K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -33.1% | 33,718 | $825K |
| Asset Dedication, LLC | 0.06% | Add +323.6% | 32,342 | $792K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.2% | 32,132 | $787K |
| VestGen Advisors, LLC | 0.03% | Add +12.5% | 31,549 | $771K |
| Clark Asset Management, LLC | 0.10% | Reduce -9.9% | 30,333 | $743K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.2% | 28,196 | $690K |
| Osaic Holdings, Inc. | 0.00% | Add +23.1% | 26,119 | $639K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.1% | 26,058 | $638K |
| Addison Advisors LLC | 0.15% | Add +14.8% | 25,180 | $616K |
| Lido Advisors, LLC | 0.00% | Add +183.9% | 24,700 | $605K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.1% | 24,080 | $589K |
| Koss-Olinger Consulting, LLC | 0.04% | New | 21,854 | $535K |
| StoneX Group Inc. | 0.02% | Reduce -20.5% | 20,417 | $500K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.6% | 18,455 | $452K |
| Moneco Advisors, LLC | 0.04% | New | 15,642 | $383K |
| Bill Few Associates, Inc. | 0.10% | Add +20.3% | 14,220 | $348K |
| Jones Financial Companies LLLP | 0.00% | Add +251.6% | 13,251 | $323K |
| Jacobi Capital Management LLC | 0.02% | Add +27.3% | 11,586 | $284K |
| MML Investors Services, LLC | 0.00% | Add +36.3% | 11,445 | $280K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -15.3% | 11,128 | $272K |
| UBS Group AG | 0.00% | Add +62.9% | 10,790 | $264K |
| Captrust Financial Advisors | 0.00% | Reduce -29.4% | 9,849 | $241K |
| Royal Bank of Canada | 0.00% | Add +168.1% | 8,931 | $219K |
| Opulen Financial Group LLC | 0.17% | Add +0.9% | 8,708 | $213K |
| Crews Bank & Trust | 0.03% | No change | 7,850 | $192K |
| First Command Advisory Services, Inc. | 0.00% | Add +23.9% | 5,235 | $128K |
| Larson Financial Group LLC | 0.01% | No change | 5,086 | $125K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.9% | 4,929 | $121K |
| Comerica Bank | 0.00% | No change | 3,782 | $93K |
| Principal Securities, Inc. | 0.00% | Reduce -28.1% | 2,847 | $70K |
| Capital Analysts, LLC | 0.00% | Add +0.2% | 1,802 | $44K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.0% | 300 | $7K |
| AdvisorNet Financial, Inc | 0.00% | No change | 266 | $7K |
| FMR LLC | 0.00% | Reduce -99.3% | 54 | $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.