Invesco Bulletshares 2033 MBBSSXETF
13F holders, Q1 2025 (March 31)52holders +8
9new positions
1sold out
$25.32avg. 13F price*
At the end of Q1 2025, 52 institutions reported holding Invesco Bulletshares 2033 MB (BSSX) in their 13F filings, up 8 from Q4 2024. 9 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($6.7M), Confluence Investment Management LLC ($5.6M) and Atlantic Union Bankshares Corp ($3.4M).
- Company
- Invesco Bulletshares 2033 MB
- CUSIP
- 46139W791
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.9M |
| Exits | 1 | $270K |
All 13F filers, Q4 2024 → Q1 2025: 562,860 shares bought and 71,482 shares sold, net +491,378 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| LPL Financial LLC | 0.00% | Add +78.9% | 262,980 | $6.7M |
| Confluence Investment Management LLC | 0.08% | Add +1765.3% | 220,577 | $5.6M |
| Atlantic Union Bankshares Corp | 0.20% | Add +10.8% | 133,194 | $3.4M |
| Envision Financial Planning, LLC | 1.66% | Add +0.4% | 128,355 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +1.6% | 128,111 | $3.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +8.8% | 122,918 | $3.1M |
| Sterling Financial Group, Inc. | 0.99% | Reduce -1.6% | 108,714 | $2.8M |
| Jane Street Group, LLC | 0.00% | Add +62.0% | 90,549 | $2.3M |
| Invesco Ltd. | 0.00% | Add +9.0% | 73,085 | $1.9M |
| Bank of America Corp. | 0.00% | Add +36.1% | 72,393 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -20.2% | 64,321 | $1.6M |
| Flow Traders U.S. LLC | 0.06% | Reduce -39.0% | 55,437 | $1.4M |
| Mb, Levis & Associates, LLC | 0.59% | Add +6.0% | 49,957 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.9% | 46,524 | $1.2M |
| Key Financial Inc | 0.19% | No change | 34,500 | $874K |
| Toronto Dominion Bank | 0.00% | New | 33,254 | $842K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.0% | 30,583 | $774K |
| CGN Advisors LLC | 0.07% | Add +66.8% | 29,114 | $737K |
| HighTower Advisors, LLC | 0.00% | New | 25,170 | $637K |
| StoneX Group Inc. | 0.03% | Add +4.2% | 25,001 | $633K |
| International Assets Investment Management, LLC | 0.05% | Reduce -3.4% | 23,014 | $583K |
| Avior Wealth Management, LLC | 0.02% | Reduce -16.6% | 20,088 | $509K |
| IFP Advisors, Inc | 0.02% | No change | 19,320 | $489K |
| Stifel Financial Corp. | 0.00% | New | 18,860 | $478K |
| Addison Advisors LLC | 0.12% | Add +19.6% | 18,050 | $457K |
| Morgan Stanley | 0.00% | Add +29.1% | 17,768 | $450K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +62.9% | 16,776 | $425K |
| Precedent Wealth Partners, LLC | 0.10% | New | 14,045 | $356K |
| Bill Few Associates, Inc. | 0.10% | No change | 11,590 | $293K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +5.9% | 10,806 | $274K |
| Captrust Financial Advisors | 0.00% | Reduce -6.6% | 10,513 | $266K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +26.6% | 10,118 | $256K |
| Hobbs Group Advisors, LLC | 0.10% | Add +26.5% | 9,908 | $251K |
| D.A. Davidson & Co. | 0.00% | Add +2.1% | 9,650 | $244K |
| Opulen Financial Group LLC | 0.21% | Add +0.8% | 9,337 | $236K |
| Jacobi Capital Management LLC | 0.02% | Reduce -11.9% | 8,869 | $225K |
| Susquehanna International Group, LLP | 0.00% | New | 8,190 | $207K |
| MML Investors Services, LLC | 0.00% | New | 8,181 | $207K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 7,800 | $201K |
| Crews Bank & Trust | 0.03% | No change | 7,660 | $194K |
| Larson Financial Group LLC | 0.01% | New | 4,922 | $125K |
| Royal Bank of Canada | 0.00% | Add +50.4% | 4,620 | $117K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -1.8% | 4,196 | $106K |
| Global Financial Private Client, LLC | 0.03% | Reduce -3.6% | 3,376 | $85K |
| Osaic Holdings, Inc. | 0.00% | Add +747.2% | 2,906 | $74K |
| Comerica Bank | 0.00% | Reduce -0.6% | 2,836 | $72K |
| Asset Dedication, LLC | 0.00% | Reduce -4.1% | 2,320 | $59K |
| Jones Financial Companies LLLP | 0.00% | New | 1,955 | $49K |
| Principal Securities, Inc. | 0.00% | No change | 1,082 | $28K |
| AdvisorNet Financial, Inc | 0.00% | No change | 259 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 240 | $6K |
| FMR LLC | 0.00% | New | 1 | $25 |
"% of holder's portfolio" is BSSX's weight in each manager's 13F, not the share of Invesco Bulletshares 2033 MB the manager owns.