Invesco Bulletshares 2034 MBBSMYETF
13F holders, Q4 2024 (December 31)12holders
$24.49avg. 13F price*
At the end of Q4 2024, 12 institutions reported holding Invesco Bulletshares 2034 MB (BSMY) in their 13F filings. The largest holders were Invesco Ltd. ($1.6M), LPL Financial LLC ($1.1M) and Mb, Levis & Associates, LLC ($1.1M).
- Company
- Invesco Bulletshares 2034 MB
- CUSIP
- 46139W767
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $6.9M |
| Exits | 0 | $0 |
Ownership 12 holders
| Invesco Ltd. | 0.00% | New | 65,438 | $1.6M |
| LPL Financial LLC | 0.00% | New | 45,188 | $1.1M |
| Mb, Levis & Associates, LLC | 0.55% | New | 44,989 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | New | 35,956 | $881K |
| Moneco Advisors, LLC | 0.07% | New | 27,679 | $678K |
| StoneX Group Inc. | 0.03% | New | 25,196 | $617K |
| CGN Advisors LLC | 0.05% | New | 20,579 | $504K |
| Raymond James Financial Inc. | 0.00% | — | 10,551 | $258K |
| MML Investors Services, LLC | 0.00% | New | 8,584 | $210K |
| Addison Advisors LLC | 0.05% | New | 7,082 | $173K |
| Royal Bank of Canada | 0.00% | New | 2,096 | $51K |
| UBS Group AG | 0.00% | New | 136 | $3K |
"% of holder's portfolio" is BSMY's weight in each manager's 13F, not the share of Invesco Bulletshares 2034 MB the manager owns.