Invesco Bulletshares 2034 MBBSMYETF
13F holders, Q1 2026 (March 31)45holders −2
5new positions
5sold out
$24.26avg. 13F price*
At the end of Q1 2026, 45 institutions reported holding Invesco Bulletshares 2034 MB (BSMY) in their 13F filings, down 2 from Q4 2025. 5 opened new positions and 5 sold out. The largest holders were Confluence Investment Management LLC ($7.9M), Raymond James Financial Inc. ($6.9M) and LPL Financial LLC ($6.0M).
- Company
- Invesco Bulletshares 2034 MB
- CUSIP
- 46139W767
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $511K |
| Exits | 5 | $2.5M |
All 13F filers, Q4 2025 → Q1 2026: 308,222 shares bought and 337,096 shares sold, net −28,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Confluence Investment Management LLC | 0.12% | Reduce -10.6% | 327,709 | $7.9M |
| Raymond James Financial Inc. | 0.00% | Add +1.8% | 285,058 | $6.9M |
| LPL Financial LLC | 0.00% | Reduce -6.3% | 249,176 | $6.0M |
| BCS Wealth Management | 1.15% | Reduce -36.6% | 231,468 | $5.6M |
| Atlantic Union Bankshares Corp | 0.07% | Add +8.5% | 148,354 | $3.6M |
| Bank of America Corp. | 0.00% | Add +97.1% | 116,015 | $2.8M |
| Envision Financial Planning, LLC | 1.01% | Add +5.3% | 114,993 | $2.8M |
| Hills Bank & Trust Co | 0.13% | Add +3.9% | 110,162 | $2.7M |
| D.A. Davidson & Co. | 0.01% | Add +6.7% | 95,856 | $2.3M |
| Invesco Ltd. | 0.00% | Reduce -8.6% | 94,188 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +105.1% | 87,278 | $2.1M |
| Nestegg Advisors, Inc. | 1.67% | Add +38.0% | 78,459 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -2.5% | 74,485 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +35.4% | 69,258 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +17.4% | 62,546 | $1.5M |
| Moneco Advisors, LLC | 0.09% | Add +3.3% | 47,621 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +151.0% | 36,243 | $879K |
| Clark Asset Management, LLC | 0.08% | Add +5.7% | 35,626 | $864K |
| Morgan Stanley | 0.00% | Add +14996.4% | 33,514 | $813K |
| Key Financial Inc | 0.14% | Add +29.7% | 31,595 | $766K |
| UBS Group AG | 0.00% | Add +15.7% | 27,682 | $672K |
| Equitable Holdings, Inc. | 0.00% | Reduce -2.0% | 25,606 | $629K |
| Osaic Holdings, Inc. | 0.00% | Add +549.4% | 24,936 | $605K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -22.1% | 24,212 | $587K |
| Addison Advisors LLC | 0.13% | Add +1.0% | 23,427 | $568K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.4% | 22,547 | $547K |
| Precedent Wealth Partners, LLC | 0.10% | No change | 20,633 | $501K |
| Tassel Capital Management, Inc. | 0.22% | Add +0.9% | 16,546 | $401K |
| United Capital Financial Advisors, LLC | 0.00% | Add +21.6% | 15,994 | $386K |
| Yarger Wealth Strategies, LLC | 0.16% | Add +0.9% | 15,863 | $385K |
| Royal Bank of Canada | 0.00% | Add +76.4% | 14,151 | $343K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -43.2% | 13,933 | $338K |
| Jacobi Capital Management LLC | 0.02% | No change | 12,150 | $295K |
| MML Investors Services, LLC | 0.00% | Reduce -11.9% | 10,792 | $262K |
| Bill Few Associates, Inc. | 0.05% | New | 9,420 | $229K |
| Captrust Financial Advisors | 0.00% | Add +0.8% | 8,783 | $213K |
| Cookson Peirce & Co. Inc. | 0.01% | Reduce -2.4% | 8,352 | $203K |
| Asset Dedication, LLC | 0.01% | Reduce -66.6% | 7,064 | $171K |
| Ascentis Independent Advisors | 0.01% | New | 5,800 | $141K |
| First Command Advisory Services, Inc. | 0.00% | No change | 5,379 | $130K |
| Larson Financial Group LLC | 0.00% | No change | 4,662 | $113K |
| Jones Financial Companies LLLP | 0.00% | New | 4,099 | $99K |
| IFP Advisors, Inc | 0.00% | No change | 3,500 | $85K |
| Fifth Third Bancorp | 0.00% | New | 1,654 | $40K |
| Root Financial Partners, LLC | 0.00% | New | 135 | $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.