Invesco Bulletshares 2032 MBBSMWETF
13F holders, Q1 2026 (March 31)64holders −3
6new positions
7sold out
$24.86avg. 13F price*
At the end of Q1 2026, 64 institutions reported holding Invesco Bulletshares 2032 MB (BSMW) in their 13F filings, down 3 from Q4 2025. 6 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($11.5M), LPL Financial LLC ($10.5M) and Stratos Wealth Advisors, LLC ($5.9M).
- Company
- Invesco Bulletshares 2032 MB
- CUSIP
- 46139W833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $477K |
| Exits | 7 | $3.4M |
All 13F filers, Q4 2025 → Q1 2026: 752,235 shares bought and 284,956 shares sold, net +467,279 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Morgan Stanley | 0.00% | Add +5.9% | 464,271 | $11.5M |
| LPL Financial LLC | 0.00% | Reduce -3.5% | 421,922 | $10.5M |
| Stratos Wealth Advisors, LLC | 0.37% | Add +45.2% | 238,650 | $5.9M |
| Wells Fargo & Company | 0.00% | Reduce -1.6% | 237,129 | $5.9M |
| Atlantic Union Bankshares Corp | 0.11% | Add +10.7% | 226,065 | $5.6M |
| Confluence Investment Management LLC | 0.08% | Add +95.1% | 212,666 | $5.3M |
| Bank of America Corp. | 0.00% | Add +46.2% | 198,668 | $4.9M |
| Invesco Ltd. | 0.00% | Reduce -1.5% | 169,437 | $4.2M |
| Precedent Wealth Partners, LLC | 0.80% | Add +7.8% | 161,355 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Add +5.6% | 145,942 | $3.6M |
| UBS Group AG | 0.00% | Add +327.2% | 138,713 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +81.8% | 117,176 | $2.9M |
| Hills Bank & Trust Co | 0.14% | Add +5.1% | 115,584 | $2.9M |
| Moneco Advisors, LLC | 0.22% | Add +21.5% | 114,289 | $2.8M |
| Envision Financial Planning, LLC | 1.02% | Add +4.7% | 112,884 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.6% | 108,408 | $2.7M |
| Lido Advisors, LLC | 0.01% | Add +7.9% | 107,600 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Add +94.4% | 106,184 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Add +31.9% | 90,197 | $2.2M |
| Legacy Private Trust Co. | 0.11% | Add +168.0% | 69,770 | $1.7M |
| Clark Asset Management, LLC | 0.16% | Add +46.9% | 69,307 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.8% | 65,511 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +36.0% | 58,051 | $1.4M |
| Key Financial Inc | 0.22% | Add +27.6% | 49,403 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +56.3% | 48,742 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +43.7% | 45,276 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +6.0% | 43,870 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -13.4% | 41,730 | $1.0M |
| VestGen Advisors, LLC | 0.03% | Reduce -5.1% | 39,868 | $996K |
| Flow Traders U.S. LLC | 0.03% | No change | 40,005 | $994K |
| Jones Financial Companies LLLP | 0.00% | Add +16.9% | 31,221 | $773K |
| Marietta Wealth Management, LLC | 0.08% | Add +1.1% | 28,600 | $711K |
| Integrated Wealth Concepts LLC | 0.01% | Add +6.1% | 26,648 | $662K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -19.6% | 24,945 | $620K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -29.6% | 24,827 | $617K |
| Addison Advisors LLC | 0.12% | Add +1.4% | 22,299 | $554K |
| Jane Street Group, LLC | 0.00% | Reduce -77.0% | 19,687 | $489K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -41.9% | 18,573 | $462K |
| Asset Dedication, LLC | 0.03% | Reduce -54.0% | 18,161 | $451K |
| Jacobi Capital Management LLC | 0.02% | No change | 16,886 | $420K |
| Invariant Investment Management | 0.25% | Add +0.8% | 16,187 | $406K |
| Captrust Financial Advisors | 0.00% | Reduce -4.6% | 16,014 | $398K |
| Royal Bank of Canada | 0.00% | Add +15.3% | 14,388 | $358K |
| Bill Few Associates, Inc. | 0.07% | No change | 12,157 | $302K |
| Harbour Investments, Inc. | 0.00% | No change | 12,036 | $299K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +8.6% | 10,027 | $249K |
| Cambridge Financial Group, LLC | 0.08% | No change | 9,715 | $241K |
| Leavell Investment Management, Inc. | 0.01% | New | 9,365 | $233K |
| Independent Financial Group, LLC | 0.01% | No change | 9,000 | $224K |
| Opulen Financial Group LLC | 0.16% | Add +0.8% | 8,920 | $222K |
| Cookson Peirce & Co. Inc. | 0.01% | Reduce -1.9% | 8,208 | $204K |
| Crews Bank & Trust | 0.03% | No change | 7,850 | $195K |
| First Command Advisory Services, Inc. | 0.00% | No change | 6,047 | $150K |
| Ascentis Independent Advisors | 0.01% | New | 5,650 | $140K |
| Larson Financial Group LLC | 0.00% | No change | 5,086 | $126K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.8% | 5,049 | $125K |
| Fifth Third Bancorp | 0.00% | New | 2,885 | $72K |
| Capital Analysts, LLC | 0.00% | Add +0.2% | 1,812 | $45K |
| NorthAvenue LLC | 0.03% | No change | 1,451 | $36K |
| Gill Capital Partners, LLC | 0.01% | New | 940 | $23K |
| PNC Financial Services Group, Inc. | 0.00% | Add +124.6% | 685 | $17K |
| IFP Advisors, Inc | 0.00% | New | 224 | $6K |
| Root Financial Partners, LLC | 0.00% | New | 132 | $3K |
| FMR LLC | 0.00% | No change | 3 | $64 |
"% of holder's portfolio" is BSMW's weight in each manager's 13F, not the share of Invesco Bulletshares 2032 MB the manager owns.