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Invesco Bulletshares 2029 MB (BSMT)

CUSIP: 46138J478 | NYSE | 182 institutional holders

Quarters

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

Kathmere Capital Management, LLC363,028
0.4% of portfolio›$8.1M
Avior Wealth Management, LLC218,375
0.1% of portfolio›$4.9M
Precedent Wealth Partners, LLC205,299
0.7% of portfolio›$4.6M
Central Valley Advisors, LLC167,120
1.0% of portfolio›$3.7M
Moneco Advisors, LLC154,276
0.2% of portfolio›$3.4M
Clark Asset Management, LLC114,995
0.2% of portfolio›$2.6M
Commonwealth Equity Services, LLC113,145
0.0% of portfolio›$2.5M
Lido Advisors, LLC102,000
0.0% of portfolio›$2.3M
Kestra Advisory Services, LLC98,967
0.0% of portfolio›$2.2M
Confluence Investment Management LLC93,965
0.0% of portfolio›$2.1M
Advisory Solutions Group, LLC92,109
0.4% of portfolio›$2.1M
Asset Dedication, LLC89,623
0.1% of portfolio›$2.0M
Key FInancial Inc84,042
0.3% of portfolio›$1.9M
Signaturefd, LLC77,860
0.0% of portfolio›$1.7M
VestGen Advisors, LLC77,739
0.1% of portfolio›$1.7M
Financial Solutions Advisory Group, Inc.72,527
0.2% of portfolio›$1.6M
HUB Investment Partners, LLC72,437
0.0% of portfolio›$1.6M
Legacy Private Trust Co.64,920
0.1% of portfolio›$1.4M
Paulson Wealth Management Inc.60,849
0.3% of portfolio›$1.4M
Jacobi Capital Management LLC54,576
0.1% of portfolio›$1.2M
Willis Johnson Wealth, Inc.43,552
0.1% of portfolio›$969.6K
Silverlake Wealth Management LLC42,369
0.2% of portfolio›$943.3K
Carnegie Investment Counsel40,602
0.0% of portfolio›$903.9K
AlphaStar Capital Management, LLC39,006
0.1% of portfolio›$868.4K
Garrett Wealth Advisory Group, LLC38,098
0.1% of portfolio›$848.2K
Verdence Capital Advisors LLC34,100
0.0% of portfolio›$759.2K
Mission Wealth Management, LP33,851
0.0% of portfolio›$753.6K
Fourpath Capital Management, LLC32,363
0.1% of portfolio›$720.5K
Sentinel Pension Advisors, LLC28,756
0.1% of portfolio›$640.2K
Meridian Wealth Management, LLC26,955
0.0% of portfolio›$600.1K
Howard Wealth Management, LLC26,477
0.2% of portfolio›$589.5K
Tlwm25,100
0.1% of portfolio›$558.8K
Wingate Wealth Advisors, Inc.23,675
0.2% of portfolio›$527.1K
Horizons Wealth Management23,279
0.3% of portfolio›$518.3K
Private Trust Co NA18,036
0.0% of portfolio›$401.5K
Invariant Investment Management16,966
0.2% of portfolio›$378.2K
Thrivent Financial for Lutherans16,640
0.0% of portfolio›$370.0K
Creative Planning16,243
0.0% of portfolio›$361.6K
Accurate Wealth Management, LLC15,905
0.0% of portfolio›$357.2K
Cooksen Wealth, LLC15,203
0.2% of portfolio›$340.0K
AA Financial Advisors, LLC15,049
0.0% of portfolio›$335.0K
WealthBridge Capital Management, LLC14,568
0.1% of portfolio›$324.3K
Wealthcare Advisory Partners LLC14,491
0.0% of portfolio›$322.6K
CGN Advisors LLC14,141
0.0% of portfolio›$314.8K
Kestra Private Wealth Services, LLC13,927
0.0% of portfolio›$310.1K
Landaas & Co13,806
0.1% of portfolio›$307.4K
Bill Few Associates, Inc.13,062
0.1% of portfolio›$290.8K
Wespac Advisors, LLC13,000
0.1% of portfolio›$289.4K
Sound Stewardship, LLC12,556
0.1% of portfolio›$279.5K
River Street Advisors LLC12,413
0.1% of portfolio›$276.4K
Prospera Financial Services Inc12,365
0.0% of portfolio›$281.1K
FF Advisors,LLC11,481
0.1% of portfolio›$255.6K
Foundry Financial Group, Inc.11,107
0.1% of portfolio›$247.3K
Well Done, LLC10,880
0.0% of portfolio›$242.2K
Cookson Peirce & Co Inc10,765
0.0% of portfolio›$239.7K
Yankcom Partnership10,759
0.1% of portfolio›$239.5K
Cypress Wealth Services, LLC10,628
0.0% of portfolio›$237.3K
Members Wealth LLC10,388
0.1% of portfolio›$231.2K
Sensible Money, LLC9,692
0.1% of portfolio›$215.8K
Opulen Financial Group LLC9,573
0.1% of portfolio›$213.1K
Cambridge Investment Research Advisors, Inc.9,224
0.0% of portfolio›$205.0K
Ascentis Independent Advisors6,100
0.0% of portfolio›$135.8K
NorthAvenue LLC5,849
0.1% of portfolio›$130.2K
Larson Financial Group LLC5,514
0.0% of portfolio›$122.8K
Fifth Third Bancorp4,648
0.0% of portfolio›$103.5K
Farther Finance Advisors, LLC3,225
0.0% of portfolio›$71.8K
Harbor Investment Advisory, LLC1,350
0.0% of portfolio›$30.1K
IFP Advisors, Inc438
0.0% of portfolio›$9.8K
MassMutual Private Wealth & Trust, FSB295
0.0% of portfolio›$6.6K
Trust Co292
0.0% of portfolio›$6.5K
StyleTurnoverLocationFiled
Kathmere Capital Management, LLC
363,028$8.1M0.4%ETFLowWayne, PA2026-10-20
Avior Wealth Management, LLC
218,375$4.9M0.1%ETFMediumOmaha, NE2026-10-13
Precedent Wealth Partners, LLC
205,299$4.6M0.7%ETFMediumHouston, TX2026-10-21
Central Valley Advisors, LLC
167,120$3.7M1.0%CoreLowSacramento, CA2026-10-27
Moneco Advisors, LLC
154,276$3.4M0.2%ETFLowFairfield, CT2026-11-05
Clark Asset Management, LLC
114,995$2.6M0.2%ETFVery LowStratham, NH2026-10-19
Commonwealth Equity Services, LLC
113,145$2.5M0.0%ETFLowWaltham, MA2026-11-02
Lido Advisors, LLC
102,000$2.3M0.0%GrowthLowLos Angeles, CA2026-11-04
Kestra Advisory Services, LLC
98,967$2.2M0.0%CoreLowAustin, TX2026-11-02
Confluence Investment Management LLC
93,965$2.1M0.0%ValueMediumSt. Louis, MO2026-10-01
Advisory Solutions Group, LLC
92,109$2.1M0.4%ETFN/APlymouth, MN2026-10-14
Asset Dedication, LLC
89,623$2.0M0.1%ETFLowSan Francisco, CA2026-11-03
Key FInancial Inc
84,042$1.9M0.3%ETFLowWest Chester, PA2026-11-02
Signaturefd, LLC
77,860$1.7M0.0%IndexLowAtlanta, GA2026-10-23
VestGen Advisors, LLC
77,739$1.7M0.1%GrowthMediumChicago, IL2026-10-27
Financial Solutions Advisory Group, Inc.
72,527$1.6M0.2%ETFMediumChicago, IL2026-10-28
HUB Investment Partners, LLC
72,437$1.6M0.0%GrowthLowAustin, TX2026-11-03
Legacy Private Trust Co.
64,920$1.4M0.1%ETFLowNeenah, WI2026-10-06
Paulson Wealth Management Inc.
60,849$1.4M0.3%ETFLowWest Palm Beach, FL2026-11-02
Jacobi Capital Management LLC
54,576$1.2M0.1%CoreLowPittston, PA2026-11-05
Willis Johnson Wealth, Inc.
43,552$969.6K0.1%ETFLowHouston, TX2026-11-03
Silverlake Wealth Management LLC
42,369$943.3K0.2%ETFLowWilliston, VT2026-10-21
Carnegie Investment Counsel
40,602$903.9K0.0%CoreLowPepper Pike, OH2026-10-20
AlphaStar Capital Management, LLC
39,006$868.4K0.1%ETFMediumCornelius, NC2026-10-16
Garrett Wealth Advisory Group, LLC
38,098$848.2K0.1%ETFVery LowWeatherford, TX2026-10-22
Verdence Capital Advisors LLC
34,100$759.2K0.0%CoreMediumHunt Valley, MD2026-10-26
Mission Wealth Management, LP
33,851$753.6K0.0%ETFLowSanta Barbara, CA2026-10-15
Fourpath Capital Management, LLC
32,363$720.5K0.1%CoreMediumOklahoma City, OK2026-10-19
Sentinel Pension Advisors, LLC
28,756$640.2K0.1%ETFLowWakefield, MA2026-11-02
Meridian Wealth Management, LLC
26,955$600.1K0.0%GrowthLowLexington, KY2026-11-05
Howard Wealth Management, LLC
26,477$589.5K0.2%ETFVery LowMadison, CT2026-10-28
Tlwm
25,100$558.8K0.1%ETFLowSan Antonio, TX2026-10-09
Wingate Wealth Advisors, Inc.
23,675$527.1K0.2%ETFVery LowLexington, MA2026-10-26
Horizons Wealth Management
23,279$518.3K0.3%ETFLowAsheville, NC2026-10-05
Private Trust Co NA
18,036$401.5K0.0%CoreLowCleveland, OH2026-10-20
Invariant Investment Management
16,966$378.2K0.2%ETFLowCamp Hill, PA2026-10-08
Thrivent Financial for Lutherans
16,640$370.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Creative Planning
16,243$361.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Accurate Wealth Management, LLC
15,905$357.2K0.0%CoreMediumWesley Chapel, FL2026-10-20
Cooksen Wealth, LLC
15,203$340.0K0.2%ETFVery LowThe Woodlands, TX2026-10-13
AA Financial Advisors, LLC
15,049$335.0K0.0%ETFMediumColumbus, OH2026-10-19
WealthBridge Capital Management, LLC
14,568$324.3K0.1%ETFLowWesterville, OH2026-10-16
Wealthcare Advisory Partners LLC
14,491$322.6K0.0%ETFLowWest Chester, PA2026-10-21
CGN Advisors LLC
14,141$314.8K0.0%ETFLowManhattan, KS2026-10-21
Kestra Private Wealth Services, LLC
13,927$310.1K0.0%GrowthLowAustin, TX2026-10-30
Landaas & Co
13,806$307.4K0.1%ETFVery LowMilwaukee, WI2026-10-29
Bill Few Associates, Inc.
13,062$290.8K0.1%CoreVery LowSewickley, PA2026-10-09
Wespac Advisors, LLC
13,000$289.4K0.1%ETFHighOrinda, CA2026-10-26
Sound Stewardship, LLC
12,556$279.5K0.1%ETFVery LowOverland Park, KS2026-10-14
River Street Advisors LLC
12,413$276.4K0.1%CoreLowAurora, IL2026-10-22
Prospera Financial Services Inc
12,365$281.1K0.0%CoreMediumDallas, TX2026-11-04
FF Advisors,LLC
11,481$255.6K0.1%ETFLowManhattan Beach, CA2026-10-21
Foundry Financial Group, Inc.
11,107$247.3K0.1%ETFLowLaconia, NH2026-10-28
Well Done, LLC
10,880$242.2K0.0%ETFLowHolland, MI2026-10-20
Cookson Peirce & Co Inc
10,765$239.7K0.0%GrowthHighPittsburgh, PA2026-10-30
Yankcom Partnership
10,759$239.5K0.1%CoreVery LowYankton, SD2026-10-15
Cypress Wealth Services, LLC
10,628$237.3K0.0%ETFLowPalm Desert, CA2026-10-21
Members Wealth LLC
10,388$231.2K0.1%ETFLowMedia, PA2026-10-20
Sensible Money, LLC
9,692$215.8K0.1%ETFVery LowScottsdale, AZ2026-10-20
Opulen Financial Group LLC
9,573$213.1K0.1%ETFVery LowArlington, VA2026-10-22
Cambridge Investment Research Advisors, Inc.
9,224$205.0K0.0%ETFLowFairfield, IA2026-11-02
Ascentis Independent Advisors
6,100$135.8K0.0%ETFLowDallas, TX2026-11-03
NorthAvenue LLC
5,849$130.2K0.1%ETFVery LowColumbus, OH2026-10-29
Larson Financial Group LLC
5,514$122.8K0.0%GrowthLowSt Louis, MO2026-11-05
Fifth Third Bancorp
4,648$103.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Farther Finance Advisors, LLC
3,225$71.8K0.0%IndexLowSan Francisco, CA2026-10-08
Harbor Investment Advisory, LLC
1,350$30.1K0.0%GrowthLowLutherville, MD2026-10-13
IFP Advisors, Inc
438$9.8K0.0%GrowthLowTampa, FL2026-10-16
MassMutual Private Wealth & Trust, FSB
295$6.6K0.0%CoreLowSpringfield, MA2026-10-05
Trust Co
292$6.5K0.0%ETFVery LowManhattan, KS2026-10-09