Invesco Bulletshares 2033 MBBSSXETF
13F holders, Q2 2025 (June 30)46holders −6
4new positions
10sold out
$25.07avg. 13F price*
At the end of Q2 2025, 46 institutions reported holding Invesco Bulletshares 2033 MB (BSSX) in their 13F filings, down 6 from Q1 2025. 4 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($6.0M), Confluence Investment Management LLC ($5.4M) and Atlantic Union Bankshares Corp ($3.7M).
- Company
- Invesco Bulletshares 2033 MB
- CUSIP
- 46139W791
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.4M |
| Exits | 10 | $4.6M |
All 13F filers, Q1 2025 → Q2 2025: 192,949 shares bought and 352,470 shares sold, net −159,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| LPL Financial LLC | 0.00% | Reduce -8.3% | 241,122 | $6.0M |
| Confluence Investment Management LLC | 0.08% | Reduce -3.0% | 214,054 | $5.4M |
| Atlantic Union Bankshares Corp | 0.09% | Add +11.9% | 149,009 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Add +11.0% | 142,218 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +0.4% | 123,450 | $3.1M |
| Sterling Financial Group, Inc. | 0.90% | Reduce -1.3% | 107,253 | $2.7M |
| Bank of America Corp. | 0.00% | Add +6.3% | 76,917 | $1.9M |
| Invesco Ltd. | 0.00% | Reduce -6.7% | 68,219 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -25.1% | 67,779 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.2% | 60,961 | $1.5M |
| Mb, Levis & Associates, LLC | 0.59% | Add +7.6% | 53,751 | $1.3M |
| Envision Financial Planning, LLC | 0.55% | Reduce -63.7% | 46,648 | $1.2M |
| Key Financial Inc | 0.17% | No change | 34,500 | $865K |
| Stifel Financial Corp. | 0.00% | Add +81.1% | 34,157 | $856K |
| HighTower Advisors, LLC | 0.00% | Add +28.2% | 32,273 | $809K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.0% | 31,802 | $797K |
| Precedent Wealth Partners, LLC | 0.19% | Add +124.5% | 31,532 | $791K |
| Asset Dedication, LLC | 0.05% | Add +1124.3% | 28,404 | $712K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -39.6% | 28,093 | $704K |
| International Assets Investment Management, LLC | 0.05% | No change | 23,014 | $577K |
| Koss-Olinger Consulting, LLC | 0.04% | New | 21,373 | $536K |
| Morgan Stanley | 0.00% | Add +17.5% | 20,879 | $523K |
| StoneX Group Inc. | 0.02% | Reduce -20.5% | 19,882 | $498K |
| Addison Advisors LLC | 0.12% | Add +9.4% | 19,740 | $495K |
| Royal Bank of Canada | 0.00% | Add +288.9% | 17,967 | $450K |
| Moneco Advisors, LLC | 0.04% | New | 16,842 | $422K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.8% | 14,463 | $363K |
| Bill Few Associates, Inc. | 0.10% | Add +20.3% | 13,937 | $349K |
| Jacobi Capital Management LLC | 0.02% | Add +27.4% | 11,298 | $283K |
| MML Investors Services, LLC | 0.00% | Add +35.8% | 11,108 | $278K |
| Susquehanna International Group, LLP | 0.00% | Add +32.0% | 10,813 | $271K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10,118 | $254K |
| D.A. Davidson & Co. | 0.00% | No change | 9,650 | $242K |
| Lido Advisors, LLC | 0.00% | New | 9,500 | $238K |
| Opulen Financial Group LLC | 0.19% | Add +0.9% | 9,420 | $236K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -18.2% | 8,837 | $222K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 7,800 | $196K |
| Crews Bank & Trust | 0.03% | No change | 7,660 | $192K |
| UBS Group AG | 0.00% | New | 7,600 | $191K |
| First Command Advisory Services, Inc. | 0.00% | Add +23.8% | 5,194 | $130K |
| Larson Financial Group LLC | 0.01% | No change | 4,922 | $123K |
| Osaic Holdings, Inc. | 0.00% | Add +23.6% | 3,592 | $90K |
| Jones Financial Companies LLLP | 0.00% | Add +73.2% | 3,386 | $84K |
| Comerica Bank | 0.00% | No change | 2,836 | $71K |
| AdvisorNet Financial, Inc | 0.00% | No change | 259 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 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.