Invesco Bulletshares 2034 MBBSMYETF
13F holders, Q2 2026 (June 30)53holders +8
9new positions
2sold out
$24.65avg. 13F price*
At the end of Q2 2026, 53 institutions reported holding Invesco Bulletshares 2034 MB (BSMY) in their 13F filings, up 8 from Q1 2026. 9 opened new positions and 2 sold out. The largest holders were Confluence Investment Management LLC ($7.5M), Raymond James Financial Inc. ($6.9M) and LPL Financial LLC ($6.9M).
- Company
- Invesco Bulletshares 2034 MB
- CUSIP
- 46139W767
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $6.8M |
| Exits | 2 | $144K |
All 13F filers, Q1 2026 → Q2 2026: 613,368 shares bought and 121,161 shares sold, net +492,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Confluence Investment Management LLC | 0.12% | Reduce -7.4% | 303,465 | $7.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.6% | 280,417 | $6.9M |
| LPL Financial LLC | 0.00% | Add +12.0% | 279,144 | $6.9M |
| BCS Wealth Management | 1.04% | Add +1.5% | 234,983 | $5.8M |
| Atlantic Union Bankshares Corp | 0.08% | Add +29.9% | 192,723 | $4.8M |
| Lido Advisors, LLC | 0.01% | New | 140,228 | $3.5M |
| Hills Bank & Trust Co | 0.14% | Add +21.7% | 134,061 | $3.3M |
| Nestegg Advisors, Inc. | 2.16% | Add +58.1% | 124,044 | $3.1M |
| Bank of America Corp. | 0.00% | Add +5.7% | 122,603 | $3.0M |
| Envision Financial Planning, LLC | 0.98% | Add +6.5% | 122,522 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Add +39.0% | 121,349 | $3.0M |
| D.A. Davidson & Co. | 0.01% | Add +6.8% | 102,325 | $2.5M |
| Invesco Ltd. | 0.00% | Add +2.2% | 96,218 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +18.0% | 81,720 | $2.0M |
| Morgan Stanley | 0.00% | Add +66.6% | 55,820 | $1.4M |
| Moneco Advisors, LLC | 0.08% | Add +8.2% | 51,523 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -18.6% | 50,886 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +96.2% | 48,934 | $1.2M |
| Clark Asset Management, LLC | 0.09% | Add +30.6% | 46,519 | $1.1M |
| Elequin Capital, LP | 0.18% | New | 42,043 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.7% | 39,382 | $971K |
| Key Financial Inc | 0.14% | Add +12.7% | 35,620 | $878K |
| Jacobi Capital Management LLC | 0.04% | Add +187.7% | 34,950 | $862K |
| Precedent Wealth Partners, LLC | 0.14% | Add +65.6% | 34,174 | $842K |
| UBS Group AG | 0.00% | Add +7.1% | 29,658 | $731K |
| Equitable Holdings, Inc. | 0.00% | Add +5.2% | 26,941 | $664K |
| Wedmont Private Capital | 0.02% | New | 24,360 | $599K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 24,212 | $597K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 22,547 | $556K |
| United Capital Financial Advisors, LLC | 0.00% | Add +9.5% | 17,512 | $430K |
| DWM Financial Group, Inc. | 0.38% | — | 17,294 | $425K |
| Tassel Capital Management, Inc. | 0.19% | Add +0.9% | 16,697 | $412K |
| Sax Wealth Advisors, LLC | 0.02% | New | 16,633 | $403K |
| Yarger Wealth Strategies, LLC | 0.14% | Add +0.9% | 16,008 | $393K |
| MML Investors Services, LLC | 0.00% | Add +40.7% | 15,182 | $374K |
| Royal Bank of Canada | 0.00% | Add +4.5% | 14,783 | $364K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 14,263 | $352K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.9% | 14,061 | $347K |
| Addison Advisors LLC | 0.16% | Reduce -40.4% | 13,955 | $344K |
| NewEdge Advisors, LLC | 0.00% | New | 13,100 | $323K |
| Jane Street Group, LLC | 0.00% | Reduce -82.7% | 12,878 | $317K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 12,860 | $317K |
| IFG Advisory, LLC | 0.01% | New | 12,649 | $312K |
| Bill Few Associates, Inc. | 0.05% | No change | 9,420 | $232K |
| Cookson Peirce & Co. Inc. | 0.01% | Add +9.8% | 9,169 | $226K |
| Captrust Financial Advisors | 0.00% | Add +0.9% | 8,863 | $218K |
| Asset Dedication, LLC | 0.01% | Add +23.0% | 8,688 | $214K |
| Jones Financial Companies LLLP | 0.00% | Add +56.1% | 6,400 | $158K |
| Larson Financial Group LLC | 0.00% | No change | 4,662 | $115K |
| IFP Advisors, Inc | 0.00% | Add +12.9% | 3,950 | $97K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -67.0% | 1,777 | $44K |
| Fifth Third Bancorp | 0.00% | No change | 1,654 | $41K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 596 | $15K |
"% of holder's portfolio" is BSMY's weight in each manager's 13F, not the share of Invesco Bulletshares 2034 MB the manager owns.