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Invesco Bulletshares 2027 MB (BSMR)

CUSIP: 46138J494 | NYSE | 218 institutional holders

Quarters

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

Key FInancial Inc389,069
1.5% of portfolio›$9.1M
Financial Solutions Advisory Group, Inc.342,695
1.0% of portfolio›$8.0M
Precedent Wealth Partners, LLC214,181
0.8% of portfolio›$5.0M
Central Valley Advisors, LLC188,479
1.2% of portfolio›$4.4M
Avior Wealth Management, LLC160,878
0.1% of portfolio›$3.7M
Kathmere Capital Management, LLC138,798
0.2% of portfolio›$3.2M
Asset Dedication, LLC132,091
0.2% of portfolio›$3.1M
Commonwealth Equity Services, LLC108,927
0.0% of portfolio›$2.5M
Legacy Private Trust Co.97,538
0.1% of portfolio›$2.3M
HUB Investment Partners, LLC93,154
0.0% of portfolio›$2.2M
VestGen Advisors, LLC85,440
0.1% of portfolio›$2.0M
Verdence Capital Advisors LLC84,404
0.1% of portfolio›$2.0M
Kestra Advisory Services, LLC78,675
0.0% of portfolio›$1.8M
Paulson Wealth Management Inc.77,447
0.4% of portfolio›$1.8M
Cornerstone Wealth Management, LLC76,694
0.1% of portfolio›$1.8M
Signaturefd, LLC68,709
0.0% of portfolio›$1.6M
Old Second National Bank of Aurora66,783
0.3% of portfolio›$1.6M
Clark Asset Management, LLC62,854
0.1% of portfolio›$1.5M
River Street Advisors LLC61,852
0.4% of portfolio›$1.4M
Farnam Financial LLC50,935
0.9% of portfolio›$1.2M
Garrett Wealth Advisory Group, LLC49,731
0.2% of portfolio›$1.2M
Landaas & Co46,056
0.2% of portfolio›$1.1M
Mission Wealth Management, LP45,370
0.0% of portfolio›$1.1M
Willis Johnson Wealth, Inc.42,612
0.1% of portfolio›$991.3K
Meridian Wealth Management, LLC38,953
0.0% of portfolio›$906.2K
AlphaStar Capital Management, LLC38,214
0.1% of portfolio›$889.0K
Accurate Wealth Management, LLC37,476
0.1% of portfolio›$872.8K
Sarver Vrooman Wealth Advisors36,117
0.5% of portfolio›$840.2K
Silverlake Wealth Management LLC31,467
0.1% of portfolio›$732.0K
Wealthcare Advisory Partners LLC29,320
0.0% of portfolio›$682.1K
Sentinel Pension Advisors, LLC29,058
0.1% of portfolio›$676.0K
Howard Wealth Management, LLC25,940
0.2% of portfolio›$603.4K
Wespac Advisors, LLC25,872
0.3% of portfolio›$601.9K
Tlwm24,315
0.1% of portfolio›$565.6K
Avantax Planning Partners, Inc.23,584
0.0% of portfolio›$548.6K
Yankcom Partnership23,226
0.2% of portfolio›$540.3K
AA Financial Advisors, LLC23,102
0.1% of portfolio›$537.4K
Wingate Wealth Advisors, Inc.21,198
0.2% of portfolio›$493.1K
Lido Advisors, LLC20,812
0.0% of portfolio›$484.1K
Horizons Wealth Management20,644
0.3% of portfolio›$480.2K
Diversify Advisory Services, LLC19,911
0.0% of portfolio›$464.5K
Diversify Wealth Management, LLC19,911
0.0% of portfolio›$464.5K
Tassel Capital Management, Inc.18,960
0.2% of portfolio›$441.1K
Bill Few Associates, Inc.17,119
0.1% of portfolio›$398.2K
Voisard Asset Management Group, Inc.16,980
0.1% of portfolio›$395.0K
Cambridge Financial Group, LLC16,818
0.1% of portfolio›$397.6K
Carnegie Investment Counsel16,393
0.0% of portfolio›$381.3K
CGN Advisors LLC15,395
0.0% of portfolio›$358.1K
Cooksen Wealth, LLC14,862
0.2% of portfolio›$346.7K
Prospera Financial Services Inc14,704
0.0% of portfolio›$345.8K
Creative Planning12,682
0.0% of portfolio›$295.0K
Sound Stewardship, LLC12,256
0.1% of portfolio›$285.1K
Kestra Private Wealth Services, LLC11,675
0.0% of portfolio›$271.6K
Community Bank & Trust, Waco, Texas11,427
0.0% of portfolio›$267
BridgePort Financial Solutions, LLC11,354
0.1% of portfolio›$264.1K
Invariant Investment Management10,691
0.1% of portfolio›$249.1K
Foundry Financial Group, Inc.10,643
0.1% of portfolio›$247.6K
BCS Wealth Management10,553
0.0% of portfolio›$245.5K
Well Done, LLC10,550
0.0% of portfolio›$245.4K
Cookson Peirce & Co Inc10,509
0.0% of portfolio›$244.5K
Cambridge Investment Research Advisors, Inc.10,034
0.0% of portfolio›$233.0K
Members Wealth LLC9,941
0.1% of portfolio›$231.2K
NorthAvenue LLC9,460
0.2% of portfolio›$220.1K
Private Trust Co NA9,128
0.0% of portfolio›$212.3K
Opulen Financial Group LLC8,818
0.1% of portfolio›$205.1K
Sensible Money, LLC8,803
0.1% of portfolio›$204.8K
Latitude Advisors, LLC7,495
0.1% of portfolio›$174.4K
Farther Finance Advisors, LLC7,272
0.0% of portfolio›$169.2K
IFP Advisors, Inc4,934
0.0% of portfolio›$114.8K
Ascentis Independent Advisors850
0.0% of portfolio›$19.8K
West Branch Capital LLC500
0.0% of portfolio›$11.6K
Trust Co285
0.0% of portfolio›$6.6K
StyleTurnoverLocationFiled
Key FInancial Inc
389,069$9.1M1.5%ETFLowWest Chester, PA2026-11-02
Financial Solutions Advisory Group, Inc.
342,695$8.0M1.0%ETFMediumChicago, IL2026-10-28
Precedent Wealth Partners, LLC
214,181$5.0M0.8%ETFMediumHouston, TX2026-10-21
Central Valley Advisors, LLC
188,479$4.4M1.2%CoreLowSacramento, CA2026-10-27
Avior Wealth Management, LLC
160,878$3.7M0.1%ETFMediumOmaha, NE2026-10-13
Kathmere Capital Management, LLC
138,798$3.2M0.2%ETFLowWayne, PA2026-10-20
Asset Dedication, LLC
132,091$3.1M0.2%ETFLowSan Francisco, CA2026-11-03
Commonwealth Equity Services, LLC
108,927$2.5M0.0%ETFLowWaltham, MA2026-11-02
Legacy Private Trust Co.
97,538$2.3M0.1%ETFLowNeenah, WI2026-10-06
HUB Investment Partners, LLC
93,154$2.2M0.0%GrowthLowAustin, TX2026-11-03
VestGen Advisors, LLC
85,440$2.0M0.1%GrowthMediumChicago, IL2026-10-27
Verdence Capital Advisors LLC
84,404$2.0M0.1%CoreMediumHunt Valley, MD2026-10-26
Kestra Advisory Services, LLC
78,675$1.8M0.0%CoreLowAustin, TX2026-11-02
Paulson Wealth Management Inc.
77,447$1.8M0.4%ETFLowWest Palm Beach, FL2026-11-02
Cornerstone Wealth Management, LLC
76,694$1.8M0.1%ETFVery LowSt. Peters, MO2026-11-04
Signaturefd, LLC
68,709$1.6M0.0%IndexLowAtlanta, GA2026-10-23
Old Second National Bank of Aurora
66,783$1.6M0.3%CoreLowAurora, IL2026-10-22
Clark Asset Management, LLC
62,854$1.5M0.1%ETFVery LowStratham, NH2026-10-19
River Street Advisors LLC
61,852$1.4M0.4%CoreLowAurora, IL2026-10-22
Farnam Financial LLC
50,935$1.2M0.9%ETFLowPhoenix, AZ2026-10-21
Garrett Wealth Advisory Group, LLC
49,731$1.2M0.2%ETFVery LowWeatherford, TX2026-10-22
Landaas & Co
46,056$1.1M0.2%ETFVery LowMilwaukee, WI2026-10-29
Mission Wealth Management, LP
45,370$1.1M0.0%ETFLowSanta Barbara, CA2026-10-15
Willis Johnson Wealth, Inc.
42,612$991.3K0.1%ETFLowHouston, TX2026-11-03
Meridian Wealth Management, LLC
38,953$906.2K0.0%GrowthLowLexington, KY2026-11-05
AlphaStar Capital Management, LLC
38,214$889.0K0.1%ETFMediumCornelius, NC2026-10-16
Accurate Wealth Management, LLC
37,476$872.8K0.1%CoreMediumWesley Chapel, FL2026-10-20
Sarver Vrooman Wealth Advisors
36,117$840.2K0.5%ETFMediumKansas City, MO2026-10-01
Silverlake Wealth Management LLC
31,467$732.0K0.1%ETFLowWilliston, VT2026-10-21
Wealthcare Advisory Partners LLC
29,320$682.1K0.0%ETFLowWest Chester, PA2026-10-21
Sentinel Pension Advisors, LLC
29,058$676.0K0.1%ETFLowWakefield, MA2026-11-02
Howard Wealth Management, LLC
25,940$603.4K0.2%ETFVery LowMadison, CT2026-10-28
Wespac Advisors, LLC
25,872$601.9K0.3%ETFHighOrinda, CA2026-10-26
Tlwm
24,315$565.6K0.1%ETFLowSan Antonio, TX2026-10-09
Avantax Planning Partners, Inc.
23,584$548.6K0.0%ETFLowDubuque, IA2026-11-03
Yankcom Partnership
23,226$540.3K0.2%CoreVery LowYankton, SD2026-10-15
AA Financial Advisors, LLC
23,102$537.4K0.1%ETFMediumColumbus, OH2026-10-19
Wingate Wealth Advisors, Inc.
21,198$493.1K0.2%ETFVery LowLexington, MA2026-10-26
Lido Advisors, LLC
20,812$484.1K0.0%GrowthLowLos Angeles, CA2026-11-04
Horizons Wealth Management
20,644$480.2K0.3%ETFLowAsheville, NC2026-10-05
Diversify Advisory Services, LLC
19,911$464.5K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
19,911$464.5K0.0%GrowthMediumSandy, UT2026-10-20
Tassel Capital Management, Inc.
18,960$441.1K0.2%ETFLowMatthews, NC2026-10-20
Bill Few Associates, Inc.
17,119$398.2K0.1%CoreVery LowSewickley, PA2026-10-09
Voisard Asset Management Group, Inc.
16,980$395.0K0.1%ETFLowGrand Rapids, MI2026-10-13
Cambridge Financial Group, LLC
16,818$397.6K0.1%ETFLowTucson, AZ2026-10-06
Carnegie Investment Counsel
16,393$381.3K0.0%CoreLowPepper Pike, OH2026-10-20
CGN Advisors LLC
15,395$358.1K0.0%ETFLowManhattan, KS2026-10-21
Cooksen Wealth, LLC
14,862$346.7K0.2%ETFVery LowThe Woodlands, TX2026-10-13
Prospera Financial Services Inc
14,704$345.8K0.0%CoreMediumDallas, TX2026-11-04
Creative Planning
12,682$295.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Sound Stewardship, LLC
12,256$285.1K0.1%ETFVery LowOverland Park, KS2026-10-14
Kestra Private Wealth Services, LLC
11,675$271.6K0.0%GrowthLowAustin, TX2026-10-30
Community Bank & Trust, Waco, Texas
11,427$2670.0%CoreVery LowWaco, TX2026-10-19
BridgePort Financial Solutions, LLC
11,354$264.1K0.1%ETFLowFairfield, IA2026-11-02
Invariant Investment Management
10,691$249.1K0.1%ETFLowCamp Hill, PA2026-10-08
Foundry Financial Group, Inc.
10,643$247.6K0.1%ETFLowLaconia, NH2026-10-28
BCS Wealth Management
10,553$245.5K0.0%ETFVery LowJohnson City, TN2026-11-03
Well Done, LLC
10,550$245.4K0.0%ETFLowHolland, MI2026-10-20
Cookson Peirce & Co Inc
10,509$244.5K0.0%GrowthHighPittsburgh, PA2026-10-30
Cambridge Investment Research Advisors, Inc.
10,034$233.0K0.0%ETFLowFairfield, IA2026-11-02
Members Wealth LLC
9,941$231.2K0.1%ETFLowMedia, PA2026-10-20
NorthAvenue LLC
9,460$220.1K0.2%ETFVery LowColumbus, OH2026-10-29
Private Trust Co NA
9,128$212.3K0.0%CoreLowCleveland, OH2026-10-20
Opulen Financial Group LLC
8,818$205.1K0.1%ETFVery LowArlington, VA2026-10-22
Sensible Money, LLC
8,803$204.8K0.1%ETFVery LowScottsdale, AZ2026-10-20
Latitude Advisors, LLC
7,495$174.4K0.1%ETFLowYorkville, IL2026-10-27
Farther Finance Advisors, LLC
7,272$169.2K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
4,934$114.8K0.0%GrowthLowTampa, FL2026-10-16
Ascentis Independent Advisors
850$19.8K0.0%ETFLowDallas, TX2026-11-03
West Branch Capital LLC
500$11.6K0.0%GrowthVery LowAmherst, MA2026-10-20
Trust Co
285$6.6K0.0%ETFVery LowManhattan, KS2026-10-09