Invesco Bulletshares 2033 MBBSSXETF
13F holders, Q4 2024 (December 31)44holders +5
7new positions
3sold out
$25.76avg. 13F price*
At the end of Q4 2024, 44 institutions reported holding Invesco Bulletshares 2033 MB (BSSX) in their 13F filings, up 5 from Q3 2024. 7 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($3.8M), Envision Financial Planning, LLC ($3.3M) and Raymond James Financial Inc. ($3.2M).
- Company
- Invesco Bulletshares 2033 MB
- CUSIP
- 46139W791
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.0M |
| Exits | 3 | $780K |
All 13F filers, Q3 2024 → Q4 2024: 354,065 shares bought and 37,297 shares sold, net +316,768 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| LPL Financial LLC | 0.00% | Add +22.4% | 146,977 | $3.8M |
| Envision Financial Planning, LLC | 1.70% | Add +2.1% | 127,812 | $3.3M |
| Raymond James Financial Inc. | 0.00% | — | 126,161 | $3.2M |
| Atlantic Union Bankshares Corp | 0.18% | Add +32.8% | 120,176 | $3.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +19.7% | 112,935 | $2.9M |
| Sterling Financial Group, Inc. | 1.06% | Add +0.3% | 110,437 | $2.8M |
| Flow Traders U.S. LLC | 0.09% | Add +265.0% | 90,957 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.5% | 80,578 | $2.1M |
| Invesco Ltd. | 0.00% | Reduce -5.1% | 67,072 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +180.8% | 55,878 | $1.4M |
| Bank of America Corp. | 0.00% | Add +46.3% | 53,172 | $1.4M |
| Mb, Levis & Associates, LLC | 0.61% | Add +3.8% | 47,118 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +102.9% | 46,951 | $1.2M |
| Key Financial Inc | 0.20% | Add +50.3% | 34,500 | $889K |
| Commonwealth Equity Services, LLC | 0.00% | Add +25.9% | 30,572 | $787K |
| Avior Wealth Management, LLC | 0.02% | Add +165.1% | 24,088 | $620K |
| StoneX Group Inc. | 0.03% | New | 24,005 | $618K |
| International Assets Investment Management, LLC | 0.05% | New | 23,814 | $615K |
| IFP Advisors, Inc | 0.02% | No change | 19,320 | $498K |
| CGN Advisors LLC | 0.04% | New | 17,450 | $449K |
| Addison Advisors LLC | 0.11% | Reduce -6.8% | 15,095 | $389K |
| Morgan Stanley | 0.00% | Add +61.5% | 13,767 | $355K |
| Confluence Investment Management LLC | 0.00% | Add +5.2% | 11,825 | $305K |
| Bill Few Associates, Inc. | 0.10% | No change | 11,590 | $299K |
| Captrust Financial Advisors | 0.00% | Add +2.1% | 11,255 | $290K |
| Tassel Capital Management, Inc. | 0.24% | — | 10,493 | $270K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +262.5% | 10,296 | $265K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +2.3% | 10,208 | $263K |
| Jacobi Capital Management LLC | 0.02% | Add +5.7% | 10,068 | $259K |
| D.A. Davidson & Co. | 0.00% | New | 9,450 | $243K |
| Opulen Financial Group LLC | 0.22% | — | 9,264 | $239K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,995 | $206K |
| Hobbs Group Advisors, LLC | 0.08% | Add +0.8% | 7,831 | $202K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 7,800 | $201K |
| Crews Bank & Trust | 0.03% | — | 7,660 | $197K |
| First Command Advisory Services, Inc. | 0.00% | Add +35.1% | 4,274 | $110K |
| Global Financial Private Client, LLC | 0.03% | New | 3,501 | $90K |
| Royal Bank of Canada | 0.00% | Add +188.7% | 3,072 | $79K |
| Comerica Bank | 0.00% | No change | 2,854 | $74K |
| Asset Dedication, LLC | 0.00% | Add +238.0% | 2,420 | $62K |
| Principal Securities, Inc. | 0.00% | New | 1,082 | $28K |
| Osaic Holdings, Inc. | 0.00% | No change | 343 | $9K |
| AdvisorNet Financial, Inc | 0.00% | No change | 259 | $7K |
| Geneos Wealth Management Inc. | 0.00% | New | 240 | $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.