Invesco Bulletshares 2033 MBBSSXETF
13F holders, Q1 2024 (March 31)21holders
$26.25avg. 13F price*
At the end of Q1 2024, 21 institutions reported holding Invesco Bulletshares 2033 MB (BSSX) in their 13F filings. The largest holders were Sterling Financial Group, Inc. ($2.9M), Envision Financial Planning, LLC ($2.7M) and Jane Street Group, LLC ($1.7M).
- Company
- Invesco Bulletshares 2033 MB
- CUSIP
- 46139W791
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $10.2M |
| Exits | 1 | $2.0M |
Ownership 21 holders
| Sterling Financial Group, Inc. | 1.39% | New | 111,675 | $2.9M |
| Envision Financial Planning, LLC | 2.22% | New | 104,468 | $2.7M |
| Jane Street Group, LLC | 0.00% | Reduce -32.0% | 64,813 | $1.7M |
| LPL Financial LLC | 0.00% | New | 61,456 | $1.6M |
| Invesco Ltd. | 0.00% | Add +28.7% | 57,577 | $1.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 33,359 | $875K |
| Mb, Levis & Associates, LLC | 0.38% | Add +9.7% | 27,082 | $711K |
| Raymond James & Associates | 0.00% | New | 23,435 | $615K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 21,361 | $561K |
| Kestra Advisory Services, LLC | 0.00% | New | 17,244 | $452K |
| Envestnet Asset Management Inc. | 0.00% | New | 15,796 | $414K |
| Addison Advisors LLC | 0.14% | Add +162.0% | 15,445 | $405K |
| Confluence Investment Management LLC | 0.00% | New | 12,404 | $325K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 7,800 | $208K |
| Bill Few Associates, Inc. | 0.08% | No change | 7,710 | $202K |
| Morgan Stanley | 0.00% | New | 3,039 | $80K |
| Comerica Bank | 0.00% | New | 2,976 | $78K |
| First Command Advisory Services, Inc. | 0.00% | New | 1,735 | $46K |
| Royal Bank of Canada | 0.00% | No change | 1,064 | $28K |
| Osaic Holdings, Inc. | 0.00% | No change | 343 | $9K |
| Asset Dedication, LLC | 0.00% | New | 273 | $8K |
"% of holder's portfolio" is BSSX's weight in each manager's 13F, not the share of Invesco Bulletshares 2033 MB the manager owns.