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Invesco Bulletshares 2031 MB (BSMV)

CUSIP: 46138J411 | NYSE | 133 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Confluence Investment Management LLC280,194
0.1% of portfolio›$5.6M
Precedent Wealth Partners, LLC243,388
0.7% of portfolio›$4.8M
Lido Advisors, LLC188,700
0.0% of portfolio›$3.8M
Central Valley Advisors, LLC180,114
1.0% of portfolio›$3.6M
Clark Asset Management, LLC159,444
0.2% of portfolio›$3.2M
Avior Wealth Management, LLC158,705
0.1% of portfolio›$3.2M
Moneco Advisors, LLC135,228
0.2% of portfolio›$2.7M
Advisory Solutions Group, LLC105,648
0.4% of portfolio›$2.1M
Parkway Wealth Management Group, LLC96,072
0.2% of portfolio›$1.9M
Kestra Advisory Services, LLC92,458
0.0% of portfolio›$1.8M
Key FInancial Inc71,944
0.2% of portfolio›$1.4M
Jacobi Capital Management LLC60,030
0.1% of portfolio›$1.2M
James Investment Research, Inc.56,805
0.1% of portfolio›$1.1M
VestGen Advisors, LLC49,002
0.0% of portfolio›$974.7K
Asset Dedication, LLC48,591
0.1% of portfolio›$966.6K
Commonwealth Equity Services, LLC43,367
0.0% of portfolio›$862.6K
SAX Wealth Advisors, LLC31,968
0.0% of portfolio›$635.9K
Garrett Wealth Advisory Group, LLC29,282
0.1% of portfolio›$582.5K
Hengehold Capital Management LLC22,998
0.0% of portfolio›$457.5K
Legacy Private Trust Co.21,624
0.0% of portfolio›$430.1K
Gradient Capital Advisors, LLC19,704
0.1% of portfolio›$391.9K
Invariant Investment Management19,700
0.2% of portfolio›$393.7K
Mission Wealth Management, LP18,525
0.0% of portfolio›$368.5K
Horizons Wealth Management17,625
0.2% of portfolio›$350.6K
Cambridge Investment Research Advisors, Inc.17,474
0.0% of portfolio›$348.0K
HUB Investment Partners, LLC17,079
0.0% of portfolio›$339.7K
Kestra Private Wealth Services, LLC14,542
0.0% of portfolio›$289.3K
Global Financial Private Client, LLC12,208
0.1% of portfolio›$242.8K
CGN Advisors LLC12,100
0.0% of portfolio›$240.7K
Cookson Peirce & Co Inc11,718
0.0% of portfolio›$233.1K
Ascentis Independent Advisors6,700
0.0% of portfolio›$133.3K
Larson Financial Group LLC6,055
0.0% of portfolio›$120.4K
NorthAvenue LLC4,328
0.1% of portfolio›$86.1K
Private Trust Co NA1,730
0.0% of portfolio›$34.4K
Harbor Investment Advisory, LLC570
0.0% of portfolio›$11.3K
IFP Advisors, Inc476
0.0% of portfolio›$9.5K
Trust Co318
0.0% of portfolio›$6.3K
Root Financial Partners, LLC159
0.0% of portfolio›$3.2K
StyleTurnoverLocationFiled
Confluence Investment Management LLC
280,194$5.6M0.1%ValueMediumSt. Louis, MO2026-10-01
Precedent Wealth Partners, LLC
243,388$4.8M0.7%ETFMediumHouston, TX2026-10-21
Lido Advisors, LLC
188,700$3.8M0.0%GrowthLowLos Angeles, CA2026-11-04
Central Valley Advisors, LLC
180,114$3.6M1.0%CoreLowSacramento, CA2026-10-27
Clark Asset Management, LLC
159,444$3.2M0.2%ETFVery LowStratham, NH2026-10-19
Avior Wealth Management, LLC
158,705$3.2M0.1%ETFMediumOmaha, NE2026-10-13
Moneco Advisors, LLC
135,228$2.7M0.2%ETFLowFairfield, CT2026-11-05
Advisory Solutions Group, LLC
105,648$2.1M0.4%ETFN/APlymouth, MN2026-10-14
Parkway Wealth Management Group, LLC
96,072$1.9M0.2%ETFHighPlano, TX2026-10-20
Kestra Advisory Services, LLC
92,458$1.8M0.0%CoreLowAustin, TX2026-11-02
Key FInancial Inc
71,944$1.4M0.2%ETFLowWest Chester, PA2026-11-02
Jacobi Capital Management LLC
60,030$1.2M0.1%CoreLowPittston, PA2026-11-05
James Investment Research, Inc.
56,805$1.1M0.1%CoreLowAlpha, OH2026-10-22
VestGen Advisors, LLC
49,002$974.7K0.0%GrowthMediumChicago, IL2026-10-27
Asset Dedication, LLC
48,591$966.6K0.1%ETFLowSan Francisco, CA2026-11-03
Commonwealth Equity Services, LLC
43,367$862.6K0.0%ETFLowWaltham, MA2026-11-02
SAX Wealth Advisors, LLC
31,968$635.9K0.0%ETFVery LowParsippany, NJ2026-10-13
Garrett Wealth Advisory Group, LLC
29,282$582.5K0.1%ETFVery LowWeatherford, TX2026-10-22
Hengehold Capital Management LLC
22,998$457.5K0.0%ETFLowCincinnati, OH2026-10-16
Legacy Private Trust Co.
21,624$430.1K0.0%ETFLowNeenah, WI2026-10-06
Gradient Capital Advisors, LLC
19,704$391.9K0.1%ETFLowSan Diego, CA2026-10-21
Invariant Investment Management
19,700$393.7K0.2%ETFLowCamp Hill, PA2026-10-08
Mission Wealth Management, LP
18,525$368.5K0.0%ETFLowSanta Barbara, CA2026-10-15
Horizons Wealth Management
17,625$350.6K0.2%ETFLowAsheville, NC2026-10-05
Cambridge Investment Research Advisors, Inc.
17,474$348.0K0.0%ETFLowFairfield, IA2026-11-02
HUB Investment Partners, LLC
17,079$339.7K0.0%GrowthLowAustin, TX2026-11-03
Kestra Private Wealth Services, LLC
14,542$289.3K0.0%GrowthLowAustin, TX2026-10-30
Global Financial Private Client, LLC
12,208$242.8K0.1%GrowthLowSarasota, FL2026-10-15
CGN Advisors LLC
12,100$240.7K0.0%ETFLowManhattan, KS2026-10-21
Cookson Peirce & Co Inc
11,718$233.1K0.0%GrowthHighPittsburgh, PA2026-10-30
Ascentis Independent Advisors
6,700$133.3K0.0%ETFLowDallas, TX2026-11-03
Larson Financial Group LLC
6,055$120.4K0.0%GrowthLowSt Louis, MO2026-11-05
NorthAvenue LLC
4,328$86.1K0.1%ETFVery LowColumbus, OH2026-10-29
Private Trust Co NA
1,730$34.4K0.0%CoreLowCleveland, OH2026-10-20
Harbor Investment Advisory, LLC
570$11.3K0.0%GrowthLowLutherville, MD2026-10-13
IFP Advisors, Inc
476$9.5K0.0%GrowthLowTampa, FL2026-10-16
Trust Co
318$6.3K0.0%ETFVery LowManhattan, KS2026-10-09
Root Financial Partners, LLC
159$3.2K0.0%ETFMediumEncinitas, CA2026-10-21