Invesco Bulletshares 2032 MBBSMWETF
13F holders, Q4 2025 (December 31)67holders +6
6new positions
1sold out
$25.11avg. 13F price*
At the end of Q4 2025, 67 institutions reported holding Invesco Bulletshares 2032 MB (BSMW) in their 13F filings, up 6 from Q3 2025. 6 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($11.0M), LPL Financial LLC ($11.0M) and Wells Fargo & Company ($6.1M).
- Company
- Invesco Bulletshares 2032 MB
- CUSIP
- 46139W833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.4M |
| Exits | 1 | $71K |
All 13F filers, Q3 2025 → Q4 2025: 976,125 shares bought and 218,176 shares sold, net +757,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Morgan Stanley | 0.00% | Add +38.3% | 438,308 | $11.0M |
| LPL Financial LLC | 0.00% | Reduce -1.1% | 437,004 | $11.0M |
| Wells Fargo & Company | 0.00% | Add +9.1% | 241,056 | $6.1M |
| Atlantic Union Bankshares Corp | 0.10% | Reduce -30.9% | 204,223 | $5.1M |
| Invesco Ltd. | 0.00% | Add +128.7% | 172,080 | $4.3M |
| Stratos Wealth Advisors, LLC | 0.20% | Add +19.8% | 164,384 | $4.1M |
| Precedent Wealth Partners, LLC | 0.79% | Add +9.6% | 149,715 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Add +22.4% | 138,205 | $3.5M |
| Bank of America Corp. | 0.00% | Add +9.6% | 135,929 | $3.4M |
| Hills Bank & Trust Co | 0.16% | Add +235.1% | 109,974 | $2.8M |
| Confluence Investment Management LLC | 0.04% | Add +108.9% | 109,012 | $2.7M |
| Envision Financial Planning, LLC | 1.02% | Add +0.7% | 107,787 | $2.7M |
| Lido Advisors, LLC | 0.01% | Add +73.7% | 99,700 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +17.4% | 98,040 | $2.5M |
| Moneco Advisors, LLC | 0.19% | Add +303.8% | 94,052 | $2.4M |
| Jane Street Group, LLC | 0.00% | Add +243.8% | 85,448 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.8% | 68,368 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +104.6% | 64,434 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +90.2% | 57,570 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +65.5% | 54,628 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +323.8% | 48,187 | $1.2M |
| Clark Asset Management, LLC | 0.12% | Add +3.7% | 47,192 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +16.1% | 42,670 | $1.1M |
| VestGen Advisors, LLC | 0.04% | Add +41.6% | 42,001 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.6% | 41,404 | $1.0M |
| Flow Traders U.S. LLC | 0.03% | Reduce -49.8% | 40,005 | $1.0M |
| Asset Dedication, LLC | 0.07% | Add +8.7% | 39,455 | $991K |
| Key Financial Inc | 0.18% | Add +10.3% | 38,708 | $972K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.5% | 35,250 | $885K |
| Elequin Capital, LP | 0.13% | Reduce -51.5% | 34,885 | $876K |
| UBS Group AG | 0.00% | Add +64.0% | 32,473 | $815K |
| Summit Trail Advisors, LLC | 0.01% | New | 31,944 | $802K |
| United Capital Financial Advisors, LLC | 0.00% | Add +233.5% | 31,515 | $791K |
| Osaic Holdings, Inc. | 0.00% | Add +20.1% | 31,186 | $783K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 31,040 | $779K |
| Marietta Wealth Management, LLC | 0.08% | New | 28,300 | $711K |
| Jones Financial Companies LLLP | 0.00% | Add +18.9% | 26,717 | $671K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.2% | 26,210 | $658K |
| Legacy Private Trust Co. | 0.04% | New | 26,035 | $654K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -48.9% | 25,108 | $630K |
| Addison Advisors LLC | 0.12% | Reduce -6.8% | 21,995 | $552K |
| Koss-Olinger Consulting, LLC | 0.04% | No change | 21,854 | $549K |
| Cerity Partners LLC | 0.00% | No change | 20,293 | $510K |
| Jacobi Capital Management LLC | 0.02% | Add +20.7% | 16,886 | $424K |
| Captrust Financial Advisors | 0.00% | Add +0.4% | 16,780 | $421K |
| Invariant Investment Management | 0.26% | — | 16,060 | $406K |
| IFG Advisory, LLC | 0.02% | Add +58.3% | 15,121 | $380K |
| StoneX Group Inc. | 0.01% | Reduce -30.5% | 13,123 | $330K |
| Royal Bank of Canada | 0.00% | Add +8.6% | 12,484 | $313K |
| Bill Few Associates, Inc. | 0.08% | No change | 12,157 | $305K |
| Harbour Investments, Inc. | 0.01% | Add +3.4% | 12,036 | $302K |
| Cambridge Financial Group, LLC | 0.08% | No change | 9,715 | $244K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -43.6% | 9,230 | $232K |
| Independent Financial Group, LLC | 0.01% | New | 9,000 | $226K |
| Opulen Financial Group LLC | 0.16% | Add +0.8% | 8,850 | $222K |
| Cookson Peirce & Co. Inc. | 0.01% | New | 8,370 | $210K |
| Crews Bank & Trust | 0.03% | No change | 7,850 | $197K |
| First Command Advisory Services, Inc. | 0.00% | Add +0.3% | 6,047 | $152K |
| ORG Partners LLC | 0.03% | No change | 5,650 | $142K |
| Farther Finance Advisors, LLC | 0.00% | No change | 5,356 | $134K |
| Larson Financial Group LLC | 0.00% | No change | 5,086 | $128K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.8% | 5,009 | $126K |
| Comerica Bank | 0.00% | Reduce -22.9% | 2,885 | $72K |
| Capital Analysts, LLC | 0.00% | Add +0.2% | 1,809 | $45K |
| NorthAvenue LLC | 0.03% | — | 1,451 | $36K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.0% | 305 | $8K |
| FMR LLC | 0.00% | Reduce -94.3% | 3 | $65 |
"% of holder's portfolio" is BSMW's weight in each manager's 13F, not the share of Invesco Bulletshares 2032 MB the manager owns.