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Invesco Bulletshares 2030 MB (BSMU)

CUSIP: 46138J445 | NYSE | 168 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Truist Financial Corp365,111
0.0% of portfolio›$7.6M
Kathmere Capital Management, LLC302,587
0.3% of portfolio›$6.3M
Precedent Wealth Partners, LLC239,517
0.8% of portfolio›$5.0M
Lido Advisors, LLC194,800
0.0% of portfolio›$4.1M
Central Valley Advisors, LLC172,602
1.0% of portfolio›$3.6M
Clark Asset Management, LLC163,199
0.3% of portfolio›$3.4M
Kestra Advisory Services, LLC145,270
0.0% of portfolio›$3.0M
Confluence Investment Management LLC111,842
0.0% of portfolio›$2.3M
Parkway Wealth Management Group, LLC107,596
0.3% of portfolio›$2.2M
Insight Wealth Partners, LLC102,392
0.3% of portfolio›$2.1M
Key FInancial Inc85,705
0.3% of portfolio›$1.8M
Commonwealth Equity Services, LLC74,422
0.0% of portfolio›$1.6M
Asset Dedication, LLC74,250
0.1% of portfolio›$1.6M
VestGen Advisors, LLC73,832
0.0% of portfolio›$1.5M
Legacy Private Trust Co.59,554
0.1% of portfolio›$1.2M
Signaturefd, LLC50,295
0.0% of portfolio›$1.1M
HUB Investment Partners, LLC46,902
0.0% of portfolio›$980.0K
Willis Johnson Wealth, Inc.45,684
0.1% of portfolio›$954.5K
Fourpath Capital Management, LLC40,000
0.1% of portfolio›$835.8K
Paulson Wealth Management Inc.39,306
0.2% of portfolio›$821.3K
Sarver Vrooman Wealth Advisors39,012
0.5% of portfolio›$815.1K
AlphaStar Capital Management, LLC36,280
0.0% of portfolio›$758.0K
Mission Wealth Management, LP32,535
0.0% of portfolio›$679.8K
Silverlake Wealth Management LLC30,709
0.1% of portfolio›$641.6K
SAX Wealth Advisors, LLC29,962
0.0% of portfolio›$626.0K
Howard Wealth Management, LLC28,620
0.2% of portfolio›$598.0K
Garrett Wealth Advisory Group, LLC27,988
0.1% of portfolio›$584.8K
Tlwm26,625
0.1% of portfolio›$556.3K
Horizons Wealth Management26,000
0.3% of portfolio›$543.2K
Wingate Wealth Advisors, Inc.25,061
0.2% of portfolio›$523.6K
Virtue Asset Management LLC18,140
0.3% of portfolio›$379.0K
Accurate Wealth Management, LLC17,605
0.0% of portfolio›$372.1K
Kohmann Bosshard Financial Services, LLC14,232
0.0% of portfolio›$297.4K
Hengehold Capital Management LLC14,176
0.0% of portfolio›$296.2K
Kestra Private Wealth Services, LLC13,969
0.0% of portfolio›$291.9K
Wealthcare Advisory Partners LLC13,317
0.0% of portfolio›$278.3K
Cambridge Investment Research Advisors, Inc.13,288
0.0% of portfolio›$278.0K
Sound Stewardship, LLC13,252
0.1% of portfolio›$276.9K
Nestegg Advisors, Inc.11,967
0.2% of portfolio›$250.0K
Financial Solutions Advisory Group, Inc.11,866
0.0% of portfolio›$251.1K
AA Financial Advisors, LLC11,766
0.0% of portfolio›$245.8K
Cookson Peirce & Co Inc11,437
0.0% of portfolio›$239.0K
Wespac Advisors, LLC11,420
0.1% of portfolio›$238.6K
Prospera Financial Services Inc10,416
0.0% of portfolio›$223.3K
Opulen Financial Group LLC9,986
0.1% of portfolio›$208.6K
Yankcom Partnership7,900
0.1% of portfolio›$165.1K
NorthAvenue LLC6,785
0.1% of portfolio›$141.8K
Ascentis Independent Advisors6,400
0.0% of portfolio›$133.7K
Farther Finance Advisors, LLC3,385
0.0% of portfolio›$70.7K
Private Trust Co NA1,660
0.0% of portfolio›$34.7K
IFP Advisors, Inc1,557
0.0% of portfolio›$32.5K
Harbor Investment Advisory, LLC1,400
0.0% of portfolio›$29.3K
Trust Co307
0.0% of portfolio›$6.4K
StyleTurnoverLocationFiled
Truist Financial Corp
365,111$7.6M0.0%CoreLowCharlotte, NC2026-10-30
Kathmere Capital Management, LLC
302,587$6.3M0.3%ETFLowWayne, PA2026-10-20
Precedent Wealth Partners, LLC
239,517$5.0M0.8%ETFMediumHouston, TX2026-10-21
Lido Advisors, LLC
194,800$4.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Central Valley Advisors, LLC
172,602$3.6M1.0%CoreLowSacramento, CA2026-10-27
Clark Asset Management, LLC
163,199$3.4M0.3%ETFVery LowStratham, NH2026-10-19
Kestra Advisory Services, LLC
145,270$3.0M0.0%CoreLowAustin, TX2026-11-02
Confluence Investment Management LLC
111,842$2.3M0.0%ValueMediumSt. Louis, MO2026-10-01
Parkway Wealth Management Group, LLC
107,596$2.2M0.3%ETFHighPlano, TX2026-10-20
Insight Wealth Partners, LLC
102,392$2.1M0.3%ETFLowPlano, TX2026-10-26
Key FInancial Inc
85,705$1.8M0.3%ETFLowWest Chester, PA2026-11-02
Commonwealth Equity Services, LLC
74,422$1.6M0.0%ETFLowWaltham, MA2026-11-02
Asset Dedication, LLC
74,250$1.6M0.1%ETFLowSan Francisco, CA2026-11-03
VestGen Advisors, LLC
73,832$1.5M0.0%GrowthMediumChicago, IL2026-10-27
Legacy Private Trust Co.
59,554$1.2M0.1%ETFLowNeenah, WI2026-10-06
Signaturefd, LLC
50,295$1.1M0.0%IndexLowAtlanta, GA2026-10-23
HUB Investment Partners, LLC
46,902$980.0K0.0%GrowthLowAustin, TX2026-11-03
Willis Johnson Wealth, Inc.
45,684$954.5K0.1%ETFLowHouston, TX2026-11-03
Fourpath Capital Management, LLC
40,000$835.8K0.1%CoreMediumOklahoma City, OK2026-10-19
Paulson Wealth Management Inc.
39,306$821.3K0.2%ETFLowWest Palm Beach, FL2026-11-02
Sarver Vrooman Wealth Advisors
39,012$815.1K0.5%ETFMediumKansas City, MO2026-10-01
AlphaStar Capital Management, LLC
36,280$758.0K0.0%ETFMediumCornelius, NC2026-10-16
Mission Wealth Management, LP
32,535$679.8K0.0%ETFLowSanta Barbara, CA2026-10-15
Silverlake Wealth Management LLC
30,709$641.6K0.1%ETFLowWilliston, VT2026-10-21
SAX Wealth Advisors, LLC
29,962$626.0K0.0%ETFVery LowParsippany, NJ2026-10-13
Howard Wealth Management, LLC
28,620$598.0K0.2%ETFVery LowMadison, CT2026-10-28
Garrett Wealth Advisory Group, LLC
27,988$584.8K0.1%ETFVery LowWeatherford, TX2026-10-22
Tlwm
26,625$556.3K0.1%ETFLowSan Antonio, TX2026-10-09
Horizons Wealth Management
26,000$543.2K0.3%ETFLowAsheville, NC2026-10-05
Wingate Wealth Advisors, Inc.
25,061$523.6K0.2%ETFVery LowLexington, MA2026-10-26
Virtue Asset Management LLC
18,140$379.0K0.3%CoreLowBarrington, IL2026-10-21
Accurate Wealth Management, LLC
17,605$372.1K0.0%CoreMediumWesley Chapel, FL2026-10-20
Kohmann Bosshard Financial Services, LLC
14,232$297.4K0.0%ETFLowFairlawn, OH2026-11-04
Hengehold Capital Management LLC
14,176$296.2K0.0%ETFLowCincinnati, OH2026-10-16
Kestra Private Wealth Services, LLC
13,969$291.9K0.0%GrowthLowAustin, TX2026-10-30
Wealthcare Advisory Partners LLC
13,317$278.3K0.0%ETFLowWest Chester, PA2026-10-21
Cambridge Investment Research Advisors, Inc.
13,288$278.0K0.0%ETFLowFairfield, IA2026-11-02
Sound Stewardship, LLC
13,252$276.9K0.1%ETFVery LowOverland Park, KS2026-10-14
Nestegg Advisors, Inc.
11,967$250.0K0.2%ETFLowHauppauge, NY2026-10-21
Financial Solutions Advisory Group, Inc.
11,866$251.1K0.0%ETFMediumChicago, IL2026-10-28
AA Financial Advisors, LLC
11,766$245.8K0.0%ETFMediumColumbus, OH2026-10-19
Cookson Peirce & Co Inc
11,437$239.0K0.0%GrowthHighPittsburgh, PA2026-10-30
Wespac Advisors, LLC
11,420$238.6K0.1%ETFHighOrinda, CA2026-10-26
Prospera Financial Services Inc
10,416$223.3K0.0%CoreMediumDallas, TX2026-11-04
Opulen Financial Group LLC
9,986$208.6K0.1%ETFVery LowArlington, VA2026-10-22
Yankcom Partnership
7,900$165.1K0.1%CoreVery LowYankton, SD2026-10-15
NorthAvenue LLC
6,785$141.8K0.1%ETFVery LowColumbus, OH2026-10-29
Ascentis Independent Advisors
6,400$133.7K0.0%ETFLowDallas, TX2026-11-03
Farther Finance Advisors, LLC
3,385$70.7K0.0%IndexLowSan Francisco, CA2026-10-08
Private Trust Co NA
1,660$34.7K0.0%CoreLowCleveland, OH2026-10-20
IFP Advisors, Inc
1,557$32.5K0.0%GrowthLowTampa, FL2026-10-16
Harbor Investment Advisory, LLC
1,400$29.3K0.0%GrowthLowLutherville, MD2026-10-13
Trust Co
307$6.4K0.0%ETFVery LowManhattan, KS2026-10-09