Invesco Bulletshares 2032 MBBSMWETF

13F holders, Q3 2025 (September 30)
61holders +8
10new positions
2sold out
$24.97avg. 13F price*

At the end of Q3 2025, 61 institutions reported holding Invesco Bulletshares 2032 MB (BSMW) in their 13F filings, up 8 from Q2 2025. 10 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($11.0M), Morgan Stanley ($7.9M) and Atlantic Union Bankshares Corp ($7.4M).

Company
Invesco Bulletshares 2032 MB
CUSIP
46139W833
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 32Q1 2024Q2 2024: 41Q2 2024Q3 2024: 44Q3 2024Q4 2024: 53Q4 2024Q1 2025: 56Q1 2025Q2 2025: 53Q2 2025Q3 2025: 61Q3 2025Q4 2025: 67Q4 2025Q1 2026: 64Q1 2026Q2 2026: 70Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions10$6.4M
Exits2$1.5M

All 13F filers, Q2 2025 → Q3 2025: 623,929 shares bought and 306,982 shares sold, net +316,947 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 61 holders

LPL Financial LLC 0.00% Add +11.2% 442,056 $11.0M
Morgan Stanley 0.00% Add +4.2% 317,035 $7.9M
Atlantic Union Bankshares Corp 0.14% Add +7.1% 295,666 $7.4M
Wells Fargo & Company 0.00% Add +2.5% 220,985 $5.5M
Stratos Wealth Advisors, LLC 0.17% Add +42.6% 137,173 $3.4M
Precedent Wealth Partners, LLC 0.75% Add +16.6% 136,593 $3.4M
Bank of America Corp. 0.00% Reduce -9.7% 124,001 $3.1M
Raymond James Financial Inc. 0.00% Add +11.8% 112,933 $2.8M
Envision Financial Planning, LLC 1.13% Add +93.8% 107,008 $2.7M
Kestra Advisory Services, LLC 0.01% Add +16.2% 83,473 $2.1M
Flow Traders U.S. LLC 0.08% New 79,723 $2.0M
Invesco Ltd. 0.00% Add +3.6% 75,260 $1.9M
Elequin Capital, LP 0.15% New 71,907 $1.8M
Ameriprise Financial Inc. 0.00% Add +4.3% 70,334 $1.8M
Lido Advisors, LLC 0.01% Add +132.4% 57,400 $1.4M
Confluence Investment Management LLC 0.02% Reduce -58.0% 52,186 $1.3M
Integrated Wealth Concepts LLC 0.01% Add +53.0% 49,166 $1.2M
Clark Asset Management, LLC 0.13% Add +50.0% 45,515 $1.1M
Equitable Holdings, Inc. 0.01% Add +4.7% 42,059 $1.1M
Stifel Financial Corp. 0.00% Add +6.6% 36,763 $918K
Asset Dedication, LLC 0.06% Add +12.3% 36,309 $907K
Key Financial Inc 0.16% Add +1.4% 35,108 $876K
Sterling Financial Group, Inc. 0.27% Reduce -38.0% 33,863 $846K
HighTower Advisors, LLC 0.00% Add +26.7% 33,006 $824K
Hills Bank & Trust Co 0.05% New 32,817 $820K
Commonwealth Equity Services, LLC 0.00% Add +33.7% 32,189 $804K
Envestnet Asset Management Inc. 0.00% Reduce -6.6% 31,487 $786K
Northwestern Mutual Wealth Management Co. 0.00% Add +64.0% 30,269 $756K
VestGen Advisors, LLC 0.02% Reduce -6.0% 29,657 $741K
J.W. Cole Advisors, Inc. 0.01% Reduce -7.3% 26,148 $653K
Osaic Holdings, Inc. 0.00% Reduce -0.6% 25,970 $635K
Jane Street Group, LLC 0.00% Reduce -83.8% 24,856 $621K
Addison Advisors LLC 0.14% Reduce -6.3% 23,595 $589K
Moneco Advisors, LLC 0.05% Add +48.9% 23,290 $582K
Jones Financial Companies LLLP 0.00% Add +69.5% 22,461 $559K
Koss-Olinger Consulting, LLC 0.04% No change 21,854 $535K
Cerity Partners LLC 0.00% New 20,293 $507K
UBS Group AG 0.00% Add +83.5% 19,795 $494K
StoneX Group Inc. 0.02% Reduce -7.5% 18,891 $472K
Captrust Financial Advisors 0.00% Add +69.7% 16,714 $417K
Beacon Pointe Advisors, LLC 0.00% Add +47.1% 16,370 $409K
Jacobi Capital Management LLC 0.02% Add +20.7% 13,986 $349K
Bill Few Associates, Inc. 0.08% Reduce -14.5% 12,157 $304K
Harbour Investments, Inc. 0.01% New 11,638 $291K
Royal Bank of Canada 0.00% Add +28.7% 11,493 $287K
MML Investors Services, LLC 0.00% Reduce -0.7% 11,371 $284K
Cambridge Financial Group, LLC 0.08% New 9,715 $243K
IFG Advisory, LLC 0.01% New 9,550 $239K
United Capital Financial Advisors, LLC 0.00% New 9,451 $236K
Opulen Financial Group LLC 0.17% Add +0.8% 8,782 $219K
Crews Bank & Trust 0.03% No change 7,850 $196K
First Command Advisory Services, Inc. 0.00% Add +15.1% 6,027 $151K
ORG Partners LLC 0.03% New 5,650 $141K
Farther Finance Advisors, LLC 0.00% New 5,356 $134K
Larson Financial Group LLC 0.00% No change 5,086 $127K
Aptus Capital Advisors, LLC 0.00% Add +0.8% 4,971 $124K
Comerica Bank 0.00% Reduce -1.1% 3,742 $93K
Principal Securities, Inc. 0.00% No change 2,847 $71K
Capital Analysts, LLC 0.00% Add +0.2% 1,805 $45K
PNC Financial Services Group, Inc. 0.00% Add +0.7% 302 $8K
FMR LLC 0.00% Reduce -1.9% 53 $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.