Inves Bltshrs 2035 MB ETFBSMZETF
13F holders, Q2 2026 (June 30)35holders +6
10new positions
4sold out
$25.63avg. 13F price*
At the end of Q2 2026, 35 institutions reported holding Inves Bltshrs 2035 MB ETF (BSMZ) in their 13F filings, up 6 from Q1 2026. 10 opened new positions and 4 sold out. The largest holders were Confluence Investment Management LLC ($5.3M), Atlantic Union Bankshares Corp ($4.8M) and LPL Financial LLC ($4.6M).
- Company
- Inves Bltshrs 2035 MB ETF
- Filed as
- INVESCO EXCH TRD SLF IDX FD (Q2 2026)
- CUSIP
- 46138J353
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.4M |
| Exits | 4 | $1.3M |
All 13F filers, Q1 2026 → Q2 2026: 348,996 shares bought and 76,987 shares sold, net +272,009 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Confluence Investment Management LLC | 0.08% | Reduce -7.6% | 206,255 | $5.3M |
| Atlantic Union Bankshares Corp | 0.08% | Add +36.1% | 188,415 | $4.8M |
| LPL Financial LLC | 0.00% | Add +20.1% | 180,678 | $4.6M |
| Invesco Ltd. | 0.00% | Add +5.3% | 94,298 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +53.8% | 61,839 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +32.0% | 47,096 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Add +13.7% | 43,238 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -14.3% | 38,897 | $997K |
| Hills Bank & Trust Co | 0.04% | New | 38,693 | $992K |
| Osaic Holdings, Inc. | 0.00% | Add +187.0% | 35,592 | $913K |
| Envestnet Asset Management Inc. | 0.00% | Add +10.3% | 35,162 | $901K |
| Key Financial Inc | 0.14% | Add +10.9% | 33,875 | $868K |
| Jacobi Capital Management LLC | 0.04% | Add +187.6% | 33,650 | $863K |
| Moneco Advisors, LLC | 0.05% | Add +113.0% | 29,622 | $759K |
| Wedmont Private Capital | 0.02% | New | 23,550 | $600K |
| IFP Advisors, Inc | 0.01% | Add +28.9% | 23,200 | $595K |
| Mgo One Seven LLC | 0.01% | No change | 21,763 | $558K |
| Kestra Advisory Services, LLC | 0.00% | Add +11.1% | 21,743 | $557K |
| United Capital Financial Advisors, LLC | 0.00% | Add +11.7% | 17,058 | $436K |
| NewEdge Advisors, LLC | 0.00% | New | 13,000 | $333K |
| Clark Asset Management, LLC | 0.03% | New | 12,491 | $320K |
| MML Investors Services, LLC | 0.00% | Add +24.2% | 11,650 | $299K |
| Ameriprise Financial Inc. | 0.00% | New | 11,002 | $282K |
| Addison Advisors LLC | 0.13% | Add +74.3% | 10,900 | $279K |
| Bill Few Associates, Inc. | 0.05% | New | 9,870 | $253K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 9,636 | $247K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.4% | 9,322 | $239K |
| Cookson Peirce & Co. Inc. | 0.01% | Add +6.0% | 8,772 | $225K |
| BCS Wealth Management | 0.04% | New | 8,536 | $219K |
| Gill Capital Partners, LLC | 0.04% | Add +49.9% | 5,920 | $152K |
| IFG Advisory, LLC | 0.01% | New | 5,900 | $151K |
| Royal Bank of Canada | 0.00% | Add +48.5% | 5,702 | $146K |
| International Assets Investment Management, LLC | 0.01% | No change | 5,545 | $142K |
| Asset Dedication, LLC | 0.00% | Add +805.4% | 2,698 | $69K |
| Morgan Stanley | 0.00% | New | 1,557 | $40K |
"% of holder's portfolio" is BSMZ's weight in each manager's 13F, not the share of Inves Bltshrs 2035 MB ETF the manager owns.