Invesco Bulletshares 2033 MBBSSXETF
13F holders, Q1 2026 (March 31)63holders
8new positions
7sold out
$25.42avg. 13F price*
At the end of Q1 2026, 63 institutions reported holding Invesco Bulletshares 2033 MB (BSSX) in their 13F filings, unchanged from Q4 2025. 8 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($6.7M), Confluence Investment Management LLC ($6.0M) and Atlantic Union Bankshares Corp ($4.7M).
- Company
- Invesco Bulletshares 2033 MB
- CUSIP
- 46139W791
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.4M |
| Exits | 7 | $5.6M |
All 13F filers, Q4 2025 → Q1 2026: 476,711 shares bought and 400,776 shares sold, net +75,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| LPL Financial LLC | 0.00% | Reduce -8.2% | 263,451 | $6.7M |
| Confluence Investment Management LLC | 0.09% | Reduce -19.0% | 237,863 | $6.0M |
| Atlantic Union Bankshares Corp | 0.09% | Add +11.0% | 185,413 | $4.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.6% | 168,655 | $4.3M |
| Bank of America Corp. | 0.00% | Add +47.4% | 167,106 | $4.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.0% | 155,917 | $4.0M |
| Precedent Wealth Partners, LLC | 0.74% | Add +7.2% | 144,742 | $3.7M |
| HighTower Advisors, LLC | 0.00% | Add +104.0% | 115,983 | $2.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -7.9% | 110,328 | $2.8M |
| Hills Bank & Trust Co | 0.13% | Add +4.5% | 105,261 | $2.7M |
| Envision Financial Planning, LLC | 0.94% | Add +4.3% | 101,913 | $2.6M |
| Invesco Ltd. | 0.00% | Reduce -8.0% | 89,063 | $2.3M |
| Morgan Stanley | 0.00% | Reduce -4.9% | 76,197 | $1.9M |
| Flow Traders U.S. LLC | 0.05% | Reduce -16.4% | 63,837 | $1.6M |
| Legacy Private Trust Co. | 0.10% | Add +150.8% | 63,849 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +12.8% | 54,047 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +18.2% | 50,600 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 45,335 | $1.2M |
| Avior Wealth Management, LLC | 0.03% | Add +465.7% | 44,085 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +196.5% | 42,563 | $1.1M |
| Key Financial Inc | 0.19% | Add +20.0% | 41,385 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | New | 39,967 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +76.3% | 37,875 | $963K |
| Clark Asset Management, LLC | 0.09% | Add +0.7% | 36,865 | $937K |
| UBS Group AG | 0.00% | Add +17.1% | 33,838 | $860K |
| Osaic Holdings, Inc. | 0.00% | Add +1064.8% | 25,951 | $660K |
| International Assets Investment Management, LLC | 0.04% | No change | 25,138 | $640K |
| Ameriprise Financial Inc. | 0.00% | New | 24,460 | $622K |
| Jane Street Group, LLC | 0.00% | Reduce -35.6% | 23,617 | $600K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -31.8% | 21,818 | $555K |
| Royal Bank of Canada | 0.00% | Add +10.3% | 20,394 | $518K |
| Jones Financial Companies LLLP | 0.00% | Add +57.9% | 19,936 | $505K |
| Addison Advisors LLC | 0.11% | Add +2.1% | 19,428 | $494K |
| Jacobi Capital Management LLC | 0.02% | No change | 16,473 | $419K |
| Moneco Advisors, LLC | 0.03% | Add +0.1% | 15,729 | $400K |
| United Capital Financial Advisors, LLC | 0.00% | Add +21.5% | 15,278 | $388K |
| D.A. Davidson & Co. | 0.00% | Add +23.5% | 15,250 | $388K |
| Tassel Capital Management, Inc. | 0.21% | Add +0.8% | 15,244 | $387K |
| Virtue Asset Management LLC | 0.28% | No change | 13,745 | $349K |
| Captrust Financial Advisors | 0.00% | Add +0.7% | 13,672 | $348K |
| Bill Few Associates, Inc. | 0.07% | No change | 11,919 | $303K |
| Cetera Investment Advisers | 0.00% | Add +2.2% | 11,761 | $299K |
| Equitable Holdings, Inc. | 0.00% | Add +10.3% | 11,118 | $287K |
| Asset Dedication, LLC | 0.02% | Reduce -68.5% | 10,754 | $273K |
| VestGen Advisors, LLC | 0.01% | New | 10,566 | $272K |
| Opulen Financial Group LLC | 0.17% | Add +0.8% | 9,655 | $245K |
| Intentional Wealth Strategies, LLC | 0.22% | — | 9,372 | $238K |
| MML Investors Services, LLC | 0.00% | Reduce -21.9% | 9,328 | $237K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -52.0% | 9,078 | $231K |
| Cambridge Financial Group, LLC | 0.07% | No change | 8,107 | $206K |
| IFP Advisors, Inc | 0.00% | No change | 8,000 | $203K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 7,700 | $196K |
| Crews Bank & Trust | 0.03% | No change | 7,660 | $195K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -7.4% | 5,510 | $140K |
| Ascentis Independent Advisors | 0.01% | New | 5,500 | $140K |
| Wells Fargo & Company | 0.00% | New | 5,067 | $129K |
| Larson Financial Group LLC | 0.00% | No change | 4,922 | $125K |
| Fifth Third Bancorp | 0.00% | New | 2,820 | $72K |
| NorthAvenue LLC | 0.03% | No change | 1,482 | $38K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -96.0% | 400 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 240 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -10.2% | 228 | $6K |
| Root Financial Partners, LLC | 0.00% | New | 129 | $3K |
"% of holder's portfolio" is BSSX's weight in each manager's 13F, not the share of Invesco Bulletshares 2033 MB the manager owns.