Invesco Bulletshares 2033 MBBSSXETF
13F holders, Q4 2025 (December 31)63holders +4
6new positions
2sold out
$25.85avg. 13F price*
At the end of Q4 2025, 63 institutions reported holding Invesco Bulletshares 2033 MB (BSSX) in their 13F filings, up 4 from Q3 2025. 6 opened new positions and 2 sold out. The largest holders were Confluence Investment Management LLC ($7.6M), LPL Financial LLC ($7.4M) and Raymond James Financial Inc. ($4.4M).
- Company
- Invesco Bulletshares 2033 MB
- CUSIP
- 46139W791
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $5.0M |
| Exits | 2 | $563K |
All 13F filers, Q3 2025 → Q4 2025: 687,994 shares bought and 96,808 shares sold, net +591,186 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Confluence Investment Management LLC | 0.11% | Add +18.3% | 293,618 | $7.6M |
| LPL Financial LLC | 0.00% | Add +3.9% | 286,962 | $7.4M |
| Raymond James Financial Inc. | 0.00% | Add +10.8% | 171,311 | $4.4M |
| Atlantic Union Bankshares Corp | 0.08% | Add +5.5% | 167,067 | $4.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +9.3% | 148,476 | $3.8M |
| Precedent Wealth Partners, LLC | 0.73% | Add +142.8% | 135,042 | $3.5M |
| Sequoia Financial Advisors, LLC | 0.02% | New | 119,816 | $3.1M |
| Bank of America Corp. | 0.00% | Add +12.7% | 113,398 | $2.9M |
| Hills Bank & Trust Co | 0.15% | Add +213.4% | 100,753 | $2.6M |
| Envision Financial Planning, LLC | 0.96% | Reduce -0.3% | 97,706 | $2.5M |
| Invesco Ltd. | 0.00% | Add +31.9% | 96,839 | $2.5M |
| Elequin Capital, LP | 0.35% | Add +359.6% | 87,759 | $2.3M |
| Morgan Stanley | 0.00% | Add +193.3% | 80,157 | $2.1M |
| Flow Traders U.S. LLC | 0.07% | Reduce -20.8% | 76,363 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.4% | 60,904 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +25.4% | 56,868 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +13.8% | 47,901 | $1.2M |
| Lido Advisors, LLC | 0.00% | Add +176.1% | 42,800 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -47.6% | 36,689 | $949K |
| Clark Asset Management, LLC | 0.10% | Add +85.4% | 36,615 | $947K |
| Key Financial Inc | 0.16% | No change | 34,500 | $892K |
| Asset Dedication, LLC | 0.06% | Add +4.0% | 34,139 | $883K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 31,996 | $827K |
| UBS Group AG | 0.00% | Add +14.1% | 28,903 | $747K |
| Legacy Private Trust Co. | 0.04% | New | 25,460 | $658K |
| International Assets Investment Management, LLC | 0.04% | Add +9.2% | 25,138 | $650K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.5% | 21,485 | $555K |
| Koss-Olinger Consulting, LLC | 0.04% | No change | 21,373 | $553K |
| Cerity Partners LLC | 0.00% | No change | 19,594 | $507K |
| Addison Advisors LLC | 0.11% | Reduce -9.2% | 19,020 | $492K |
| Summit Trail Advisors, LLC | 0.01% | New | 18,934 | $490K |
| Royal Bank of Canada | 0.00% | Add +17.2% | 18,492 | $478K |
| Jacobi Capital Management LLC | 0.02% | Add +20.3% | 16,473 | $426K |
| Moneco Advisors, LLC | 0.03% | Add +25.4% | 15,719 | $406K |
| Tassel Capital Management, Inc. | 0.24% | Add +34.2% | 15,122 | $391K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -44.5% | 14,357 | $371K |
| Virtue Asset Management LLC | 0.29% | Add +18.7% | 13,745 | $355K |
| Captrust Financial Advisors | 0.00% | Add +0.5% | 13,571 | $351K |
| StoneX Group Inc. | 0.01% | Reduce -32.7% | 12,789 | $331K |
| Jones Financial Companies LLLP | 0.00% | Add +34.1% | 12,629 | $327K |
| United Capital Financial Advisors, LLC | 0.00% | Add +35.8% | 12,575 | $325K |
| D.A. Davidson & Co. | 0.00% | Add +15.4% | 12,350 | $319K |
| MML Investors Services, LLC | 0.00% | Add +8.0% | 11,941 | $309K |
| Bill Few Associates, Inc. | 0.08% | No change | 11,919 | $308K |
| Cetera Investment Advisers | 0.00% | New | 11,503 | $297K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10,118 | $262K |
| Equitable Holdings, Inc. | 0.00% | Add +25.1% | 10,080 | $261K |
| Opulen Financial Group LLC | 0.18% | Add +0.8% | 9,578 | $248K |
| Cookson Peirce & Co. Inc. | 0.01% | New | 8,180 | $211K |
| Cambridge Financial Group, LLC | 0.07% | No change | 8,107 | $209K |
| IFP Advisors, Inc | 0.00% | No change | 8,000 | $207K |
| Avior Wealth Management, LLC | 0.01% | New | 7,793 | $201K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 7,700 | $199K |
| Crews Bank & Trust | 0.03% | No change | 7,660 | $198K |
| First Command Advisory Services, Inc. | 0.00% | Add +0.3% | 5,950 | $154K |
| ORG Partners LLC | 0.03% | No change | 5,500 | $142K |
| Farther Finance Advisors, LLC | 0.00% | No change | 5,217 | $135K |
| Larson Financial Group LLC | 0.00% | No change | 4,922 | $127K |
| Comerica Bank | 0.00% | No change | 2,820 | $73K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,228 | $58K |
| NorthAvenue LLC | 0.03% | — | 1,482 | $38K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +876.9% | 254 | $7K |
| 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.