Invesco Bulletshares 2033 MBBSSXETF
13F holders, Q2 2026 (June 30)66holders +3
10new positions
8sold out
$25.80avg. 13F price*
At the end of Q2 2026, 66 institutions reported holding Invesco Bulletshares 2033 MB (BSSX) in their 13F filings, up 3 from Q1 2026. 10 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($7.5M), Atlantic Union Bankshares Corp ($6.0M) and Confluence Investment Management LLC ($5.7M).
- Company
- Invesco Bulletshares 2033 MB
- CUSIP
- 46139W791
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.3M |
| Exits | 8 | $5.5M |
All 13F filers, Q1 2026 → Q2 2026: 520,559 shares bought and 272,094 shares sold, net +248,465 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| LPL Financial LLC | 0.00% | Add +10.6% | 291,269 | $7.5M |
| Atlantic Union Bankshares Corp | 0.10% | Add +26.0% | 233,605 | $6.0M |
| Confluence Investment Management LLC | 0.09% | Reduce -7.3% | 220,399 | $5.7M |
| Bank of America Corp. | 0.00% | Add +18.0% | 197,195 | $5.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 168,398 | $4.3M |
| Precedent Wealth Partners, LLC | 0.67% | Add +7.8% | 156,010 | $4.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.5% | 152,003 | $3.9M |
| HighTower Advisors, LLC | 0.00% | Add +15.7% | 134,180 | $3.5M |
| Hills Bank & Trust Co | 0.15% | Add +27.3% | 133,998 | $3.5M |
| Legacy Private Trust Co. | 0.16% | Add +76.1% | 112,436 | $2.9M |
| Envision Financial Planning, LLC | 0.91% | Add +6.4% | 108,391 | $2.8M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -7.7% | 101,789 | $2.6M |
| Invesco Ltd. | 0.00% | Add +2.1% | 90,969 | $2.3M |
| Morgan Stanley | 0.00% | Add +19.0% | 90,685 | $2.3M |
| Clark Asset Management, LLC | 0.10% | Add +39.0% | 51,238 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +34.3% | 50,877 | $1.3M |
| Lido Advisors, LLC | 0.00% | No change | 50,600 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +83.3% | 47,579 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.4% | 47,011 | $1.2M |
| Key Financial Inc | 0.19% | Add +10.7% | 45,809 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -17.3% | 44,721 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Add +58.9% | 38,870 | $1.0M |
| Jane Street Group, LLC | 0.00% | Add +64.0% | 38,739 | $1000K |
| Jacobi Capital Management LLC | 0.05% | Add +131.7% | 38,173 | $985K |
| UBS Group AG | 0.00% | Add +7.0% | 36,200 | $934K |
| VestGen Advisors, LLC | 0.02% | Add +157.0% | 27,155 | $701K |
| Sax Wealth Advisors, LLC | 0.03% | New | 25,250 | $642K |
| IMA Advisory Services, Inc. | 0.04% | New | 24,672 | $637K |
| Wedmont Private Capital | 0.02% | New | 22,950 | $591K |
| Jones Financial Companies LLLP | 0.00% | Add +13.8% | 22,693 | $585K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 21,841 | $564K |
| International Assets Investment Management, LLC | 0.03% | Reduce -17.6% | 20,701 | $534K |
| Royal Bank of Canada | 0.00% | Reduce -3.4% | 19,697 | $508K |
| D.A. Davidson & Co. | 0.00% | Add +13.5% | 17,310 | $447K |
| Cetera Investment Advisers | 0.00% | Add +41.9% | 16,684 | $431K |
| United Capital Financial Advisors, LLC | 0.00% | Add +9.2% | 16,690 | $430K |
| Moneco Advisors, LLC | 0.02% | Add +0.1% | 15,738 | $406K |
| Tassel Capital Management, Inc. | 0.19% | Add +0.8% | 15,372 | $397K |
| Virtue Asset Management LLC | 0.27% | Add +7.6% | 14,784 | $382K |
| Captrust Financial Advisors | 0.00% | Add +7.1% | 14,641 | $378K |
| MML Investors Services, LLC | 0.00% | Add +41.6% | 13,212 | $341K |
| NewEdge Advisors, LLC | 0.00% | New | 13,000 | $335K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 12,428 | $321K |
| Equitable Holdings, Inc. | 0.00% | Add +11.0% | 12,344 | $319K |
| Asset Dedication, LLC | 0.02% | Add +14.2% | 12,284 | $317K |
| Bill Few Associates, Inc. | 0.07% | No change | 11,919 | $308K |
| Addison Advisors LLC | 0.14% | Reduce -40.5% | 11,565 | $298K |
| Crews Bank & Trust | 0.04% | Add +40.7% | 10,775 | $278K |
| Wells Fargo & Company | 0.00% | Add +97.0% | 9,984 | $258K |
| Opulen Financial Group LLC | 0.16% | Add +0.8% | 9,736 | $251K |
| Intentional Wealth Strategies, LLC | 0.22% | Reduce -1.4% | 9,238 | $238K |
| Cookson Peirce & Co. Inc. | 0.01% | New | 8,437 | $218K |
| DWM Financial Group, Inc. | 0.19% | — | 8,268 | $214K |
| IFG Advisory, LLC | 0.01% | New | 8,223 | $212K |
| IFP Advisors, Inc | 0.00% | No change | 8,000 | $206K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 7,757 | $200K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 7,700 | $199K |
| Larson Financial Group LLC | 0.00% | No change | 4,922 | $127K |
| Atlas Capital Advisors Inc. | 0.01% | New | 4,000 | $103K |
| Fifth Third Bancorp | 0.00% | No change | 2,820 | $73K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -62.2% | 2,085 | $54K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 1,951 | $50K |
| NorthAvenue LLC | 0.03% | No change | 1,482 | $38K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 400 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 240 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 228 | $6K |
"% of holder's portfolio" is BSSX's weight in each manager's 13F, not the share of Invesco Bulletshares 2033 MB the manager owns.