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Invesco Bulletshares 2028 MB (BSMS)

CUSIP: 46138J486 | NYSE | 202 institutional holders

Quarters

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

Truist Financial Corp328,161
0.0% of portfolio›$7.5M
Kathmere Capital Management, LLC255,741
0.3% of portfolio›$5.8M
Precedent Wealth Partners, LLC209,316
0.7% of portfolio›$4.8M
Commonwealth Equity Services, LLC204,545
0.0% of portfolio›$4.7M
Central Valley Advisors, LLC187,208
1.1% of portfolio›$4.3M
Thrivent Financial for Lutherans163,126
0.0% of portfolio›$3.7M
Moneco Advisors, LLC161,634
0.2% of portfolio›$3.7M
Financial Solutions Advisory Group, Inc.138,328
0.4% of portfolio›$3.2M
Key FInancial Inc127,523
0.5% of portfolio›$2.9M
Asset Dedication, LLC124,664
0.2% of portfolio›$2.8M
Invariant Investment Management113,614
1.5% of portfolio›$2.6M
Clark Asset Management, LLC111,546
0.2% of portfolio›$2.5M
VestGen Advisors, LLC81,499
0.1% of portfolio›$1.9M
HUB Investment Partners, LLC81,255
0.0% of portfolio›$1.9M
Verdence Capital Advisors LLC81,074
0.1% of portfolio›$1.8M
Signaturefd, LLC76,360
0.0% of portfolio›$1.7M
Cornerstone Wealth Management, LLC68,571
0.1% of portfolio›$1.6M
Legacy Private Trust Co.65,304
0.1% of portfolio›$1.5M
Paulson Wealth Management Inc.63,471
0.3% of portfolio›$1.4M
Advisory Solutions Group, LLC60,124
0.3% of portfolio›$1.4M
Confluence Investment Management LLC57,530
0.0% of portfolio›$1.3M
Lido Advisors, LLC54,181
0.0% of portfolio›$1.2M
Landaas & Co49,009
0.2% of portfolio›$1.1M
Mission Wealth Management, LP46,246
0.0% of portfolio›$1.1M
Willis Johnson Wealth, Inc.42,920
0.1% of portfolio›$978.6K
Garrett Wealth Advisory Group, LLC40,566
0.1% of portfolio›$924.9K
AlphaStar Capital Management, LLC39,819
0.1% of portfolio›$907.9K
Accurate Wealth Management, LLC36,694
0.1% of portfolio›$843.6K
River Street Advisors LLC34,875
0.2% of portfolio›$795.2K
Old Second National Bank of Aurora32,494
0.1% of portfolio›$740.9K
Wingate Wealth Advisors, Inc.31,856
0.3% of portfolio›$726.4K
Silverlake Wealth Management LLC30,693
0.1% of portfolio›$699.8K
Wealthcare Advisory Partners LLC29,530
0.0% of portfolio›$673.3K
Sentinel Pension Advisors, LLC28,031
0.1% of portfolio›$639.1K
Members Wealth LLC27,479
0.3% of portfolio›$626.8K
Meridian Wealth Management, LLC26,834
0.0% of portfolio›$611.8K
Howard Wealth Management, LLC26,120
0.2% of portfolio›$595.6K
Tlwm24,342
0.1% of portfolio›$555.0K
Avantax Planning Partners, Inc.23,803
0.0% of portfolio›$542.7K
Horizons Wealth Management22,298
0.3% of portfolio›$508.4K
Wespac Advisors, LLC21,653
0.2% of portfolio›$493.7K
Carnegie Investment Counsel21,630
0.0% of portfolio›$493.2K
AA Financial Advisors, LLC18,559
0.1% of portfolio›$423.2K
Kestra Advisory Services, LLC17,696
0.0% of portfolio›$403.5K
Atria Investments, Inc17,224
0.0% of portfolio›$392.7K
Creative Planning16,008
0.0% of portfolio›$365.0K
CGN Advisors LLC15,716
0.0% of portfolio›$358.3K
Yankcom Partnership15,266
0.1% of portfolio›$348.1K
Cooksen Wealth, LLC15,048
0.2% of portfolio›$344.4K
Diversify Advisory Services, LLC15,000
0.0% of portfolio›$346.1K
Diversify Wealth Management, LLC15,000
0.0% of portfolio›$346.1K
FF Advisors,LLC14,285
0.1% of portfolio›$325.7K
BCS Wealth Management14,161
0.1% of portfolio›$322.9K
Prospera Financial Services Inc13,997
0.0% of portfolio›$324.9K
Tassel Capital Management, Inc.12,929
0.1% of portfolio›$294.8K
Bill Few Associates, Inc.12,836
0.1% of portfolio›$292.7K
Sound Stewardship, LLC12,370
0.1% of portfolio›$282.1K
BridgePort Financial Solutions, LLC12,286
0.1% of portfolio›$280.1K
Kestra Private Wealth Services, LLC11,317
0.0% of portfolio›$258.0K
Community Bank & Trust, Waco, Texas11,013
0.0% of portfolio›$251
Foundry Financial Group, Inc.10,829
0.1% of portfolio›$246.9K
Well Done, LLC10,670
0.0% of portfolio›$243.3K
Cookson Peirce & Co Inc10,536
0.0% of portfolio›$240.2K
Private Trust Co NA10,202
0.0% of portfolio›$232.6K
NorthAvenue LLC9,496
0.2% of portfolio›$216.5K
Sensible Money, LLC9,196
0.1% of portfolio›$209.7K
Nations Financial Group Inc,9,173
0.0% of portfolio›$209.2K
Opulen Financial Group LLC9,057
0.1% of portfolio›$206.5K
Farther Finance Advisors, LLC7,397
0.0% of portfolio›$168.7K
Ascentis Independent Advisors6,850
0.0% of portfolio›$156.2K
Latitude Advisors, LLC5,665
0.0% of portfolio›$129.2K
Larson Financial Group LLC5,419
0.0% of portfolio›$123.6K
Harbor Investment Advisory, LLC640
0.0% of portfolio›$14.6K
Davis Capital Management510
0.0% of portfolio›$11.6K
Trust Co288
0.0% of portfolio›$6.6K
StyleTurnoverLocationFiled
Truist Financial Corp
328,161$7.5M0.0%CoreLowCharlotte, NC2026-10-30
Kathmere Capital Management, LLC
255,741$5.8M0.3%ETFLowWayne, PA2026-10-20
Precedent Wealth Partners, LLC
209,316$4.8M0.7%ETFMediumHouston, TX2026-10-21
Commonwealth Equity Services, LLC
204,545$4.7M0.0%ETFLowWaltham, MA2026-11-02
Central Valley Advisors, LLC
187,208$4.3M1.1%CoreLowSacramento, CA2026-10-27
Thrivent Financial for Lutherans
163,126$3.7M0.0%GARPMediumMinneapolis, MN2026-11-05
Moneco Advisors, LLC
161,634$3.7M0.2%ETFLowFairfield, CT2026-11-05
Financial Solutions Advisory Group, Inc.
138,328$3.2M0.4%ETFMediumChicago, IL2026-10-28
Key FInancial Inc
127,523$2.9M0.5%ETFLowWest Chester, PA2026-11-02
Asset Dedication, LLC
124,664$2.8M0.2%ETFLowSan Francisco, CA2026-11-03
Invariant Investment Management
113,614$2.6M1.5%ETFLowCamp Hill, PA2026-10-08
Clark Asset Management, LLC
111,546$2.5M0.2%ETFVery LowStratham, NH2026-10-19
VestGen Advisors, LLC
81,499$1.9M0.1%GrowthMediumChicago, IL2026-10-27
HUB Investment Partners, LLC
81,255$1.9M0.0%GrowthLowAustin, TX2026-11-03
Verdence Capital Advisors LLC
81,074$1.8M0.1%CoreMediumHunt Valley, MD2026-10-26
Signaturefd, LLC
76,360$1.7M0.0%IndexLowAtlanta, GA2026-10-23
Cornerstone Wealth Management, LLC
68,571$1.6M0.1%ETFVery LowSt. Peters, MO2026-11-04
Legacy Private Trust Co.
65,304$1.5M0.1%ETFLowNeenah, WI2026-10-06
Paulson Wealth Management Inc.
63,471$1.4M0.3%ETFLowWest Palm Beach, FL2026-11-02
Advisory Solutions Group, LLC
60,124$1.4M0.3%ETFN/APlymouth, MN2026-10-14
Confluence Investment Management LLC
57,530$1.3M0.0%ValueMediumSt. Louis, MO2026-10-01
Lido Advisors, LLC
54,181$1.2M0.0%GrowthLowLos Angeles, CA2026-11-04
Landaas & Co
49,009$1.1M0.2%ETFVery LowMilwaukee, WI2026-10-29
Mission Wealth Management, LP
46,246$1.1M0.0%ETFLowSanta Barbara, CA2026-10-15
Willis Johnson Wealth, Inc.
42,920$978.6K0.1%ETFLowHouston, TX2026-11-03
Garrett Wealth Advisory Group, LLC
40,566$924.9K0.1%ETFVery LowWeatherford, TX2026-10-22
AlphaStar Capital Management, LLC
39,819$907.9K0.1%ETFMediumCornelius, NC2026-10-16
Accurate Wealth Management, LLC
36,694$843.6K0.1%CoreMediumWesley Chapel, FL2026-10-20
River Street Advisors LLC
34,875$795.2K0.2%CoreLowAurora, IL2026-10-22
Old Second National Bank of Aurora
32,494$740.9K0.1%CoreLowAurora, IL2026-10-22
Wingate Wealth Advisors, Inc.
31,856$726.4K0.3%ETFVery LowLexington, MA2026-10-26
Silverlake Wealth Management LLC
30,693$699.8K0.1%ETFLowWilliston, VT2026-10-21
Wealthcare Advisory Partners LLC
29,530$673.3K0.0%ETFLowWest Chester, PA2026-10-21
Sentinel Pension Advisors, LLC
28,031$639.1K0.1%ETFLowWakefield, MA2026-11-02
Members Wealth LLC
27,479$626.8K0.3%ETFLowMedia, PA2026-10-20
Meridian Wealth Management, LLC
26,834$611.8K0.0%GrowthLowLexington, KY2026-11-05
Howard Wealth Management, LLC
26,120$595.6K0.2%ETFVery LowMadison, CT2026-10-28
Tlwm
24,342$555.0K0.1%ETFLowSan Antonio, TX2026-10-09
Avantax Planning Partners, Inc.
23,803$542.7K0.0%ETFLowDubuque, IA2026-11-03
Horizons Wealth Management
22,298$508.4K0.3%ETFLowAsheville, NC2026-10-05
Wespac Advisors, LLC
21,653$493.7K0.2%ETFHighOrinda, CA2026-10-26
Carnegie Investment Counsel
21,630$493.2K0.0%CoreLowPepper Pike, OH2026-10-20
AA Financial Advisors, LLC
18,559$423.2K0.1%ETFMediumColumbus, OH2026-10-19
Kestra Advisory Services, LLC
17,696$403.5K0.0%CoreLowAustin, TX2026-11-02
Atria Investments, Inc
17,224$392.7K0.0%CoreMediumCharlotte, NC2026-10-15
Creative Planning
16,008$365.0K0.0%IndexVery LowOverland Park, KS2026-11-02
CGN Advisors LLC
15,716$358.3K0.0%ETFLowManhattan, KS2026-10-21
Yankcom Partnership
15,266$348.1K0.1%CoreVery LowYankton, SD2026-10-15
Cooksen Wealth, LLC
15,048$344.4K0.2%ETFVery LowThe Woodlands, TX2026-10-13
Diversify Advisory Services, LLC
15,000$346.1K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
15,000$346.1K0.0%GrowthMediumSandy, UT2026-10-20
FF Advisors,LLC
14,285$325.7K0.1%ETFLowManhattan Beach, CA2026-10-21
BCS Wealth Management
14,161$322.9K0.1%ETFVery LowJohnson City, TN2026-11-03
Prospera Financial Services Inc
13,997$324.9K0.0%CoreMediumDallas, TX2026-11-04
Tassel Capital Management, Inc.
12,929$294.8K0.1%ETFLowMatthews, NC2026-10-20
Bill Few Associates, Inc.
12,836$292.7K0.1%CoreVery LowSewickley, PA2026-10-09
Sound Stewardship, LLC
12,370$282.1K0.1%ETFVery LowOverland Park, KS2026-10-14
BridgePort Financial Solutions, LLC
12,286$280.1K0.1%ETFLowFairfield, IA2026-11-02
Kestra Private Wealth Services, LLC
11,317$258.0K0.0%GrowthLowAustin, TX2026-10-30
Community Bank & Trust, Waco, Texas
11,013$2510.0%CoreVery LowWaco, TX2026-10-19
Foundry Financial Group, Inc.
10,829$246.9K0.1%ETFLowLaconia, NH2026-10-28
Well Done, LLC
10,670$243.3K0.0%ETFLowHolland, MI2026-10-20
Cookson Peirce & Co Inc
10,536$240.2K0.0%GrowthHighPittsburgh, PA2026-10-30
Private Trust Co NA
10,202$232.6K0.0%CoreLowCleveland, OH2026-10-20
NorthAvenue LLC
9,496$216.5K0.2%ETFVery LowColumbus, OH2026-10-29
Sensible Money, LLC
9,196$209.7K0.1%ETFVery LowScottsdale, AZ2026-10-20
Nations Financial Group Inc,
9,173$209.2K0.0%CoreLowCedar Rapids, IA2026-11-05
Opulen Financial Group LLC
9,057$206.5K0.1%ETFVery LowArlington, VA2026-10-22
Farther Finance Advisors, LLC
7,397$168.7K0.0%IndexLowSan Francisco, CA2026-10-08
Ascentis Independent Advisors
6,850$156.2K0.0%ETFLowDallas, TX2026-11-03
Latitude Advisors, LLC
5,665$129.2K0.0%ETFLowYorkville, IL2026-10-27
Larson Financial Group LLC
5,419$123.6K0.0%GrowthLowSt Louis, MO2026-11-05
Harbor Investment Advisory, LLC
640$14.6K0.0%GrowthLowLutherville, MD2026-10-13
Davis Capital Management
510$11.6K0.0%CoreLowJacksonville, FL2026-10-08
Trust Co
288$6.6K0.0%ETFVery LowManhattan, KS2026-10-09