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Invesco Bulletshares 2034 MB (BSMY)

CUSIP: 46139W767 | NYSE | 67 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Lido Advisors, LLC840,520
0.0% of portfolio›$19.1M
LPL Financial LLC340,886
0.0% of portfolio›$7.7M
Confluence Investment Management LLC248,144
0.1% of portfolio›$5.6M
BCS Wealth Management242,128
1.0% of portfolio›$5.5M
Nestegg Advisors, Inc.131,816
2.0% of portfolio›$3.0M
D.A. Davidson & Co.102,693
0.0% of portfolio›$2.3M
Kestra Advisory Services, LLC90,572
0.0% of portfolio›$2.1M
Clark Asset Management, LLC55,269
0.1% of portfolio›$1.3M
Precedent Wealth Partners, LLC45,226
0.2% of portfolio›$1.0M
Moneco Advisors, LLC45,127
0.1% of portfolio›$1.0M
Key FInancial Inc38,763
0.1% of portfolio›$880.7K
SAX Wealth Advisors, LLC16,984
0.0% of portfolio›$385.9K
J.W. Cole Advisors, Inc.14,357
0.0% of portfolio›$326.2K
Asset Dedication, LLC14,353
0.0% of portfolio›$326.1K
Jacobi Capital Management LLC14,150
0.0% of portfolio›$321.5K
Addison Advisors LLC14,103
0.1% of portfolio›$320.4K
Ascentis Independent Advisors13,650
0.0% of portfolio›$310.1K
Commonwealth Equity Services, LLC11,980
0.0% of portfolio›$272.2K
CGN Advisors LLC11,285
0.0% of portfolio›$256.4K
Cookson Peirce & Co Inc10,413
0.0% of portfolio›$236.6K
DWM Financial Group, Inc.9,610
0.2% of portfolio›$218.3K
Bill Few Associates, Inc.9,420
0.0% of portfolio›$214.0K
Legacy Private Trust Co.9,154
0.0% of portfolio›$208.0K
Larson Financial Group LLC4,662
0.0% of portfolio›$105.9K
IFP Advisors, Inc3,950
0.0% of portfolio›$89.7K
Fifth Third Bancorp1,654
0.0% of portfolio›$37.6K
Cassaday & Co Wealth Management LLC596
0.0% of portfolio›$13.5K
Root Financial Partners, LLC135
0.0% of portfolio›$3.1K
StyleTurnoverLocationFiled
Lido Advisors, LLC
840,520$19.1M0.0%GrowthLowLos Angeles, CA2026-11-04
LPL Financial LLC
340,886$7.7M0.0%IndexVery LowFort Mill, SC2026-11-06
Confluence Investment Management LLC
248,144$5.6M0.1%ValueMediumSt. Louis, MO2026-10-01
BCS Wealth Management
242,128$5.5M1.0%ETFVery LowJohnson City, TN2026-11-03
Nestegg Advisors, Inc.
131,816$3.0M2.0%ETFLowHauppauge, NY2026-10-21
D.A. Davidson & Co.
102,693$2.3M0.0%CoreLowGreat Falls, MT2026-10-28
Kestra Advisory Services, LLC
90,572$2.1M0.0%CoreLowAustin, TX2026-11-02
Clark Asset Management, LLC
55,269$1.3M0.1%ETFVery LowStratham, NH2026-10-19
Precedent Wealth Partners, LLC
45,226$1.0M0.2%ETFMediumHouston, TX2026-10-21
Moneco Advisors, LLC
45,127$1.0M0.1%ETFLowFairfield, CT2026-11-05
Key FInancial Inc
38,763$880.7K0.1%ETFLowWest Chester, PA2026-11-02
SAX Wealth Advisors, LLC
16,984$385.9K0.0%ETFVery LowParsippany, NJ2026-10-13
J.W. Cole Advisors, Inc.
14,357$326.2K0.0%IndexLowTampa, FL2026-11-05
Asset Dedication, LLC
14,353$326.1K0.0%ETFLowSan Francisco, CA2026-11-03
Jacobi Capital Management LLC
14,150$321.5K0.0%CoreLowPittston, PA2026-11-05
Addison Advisors LLC
14,103$320.4K0.1%ETFLowMiddlebury, VT2026-11-06
Ascentis Independent Advisors
13,650$310.1K0.0%ETFLowDallas, TX2026-11-03
Commonwealth Equity Services, LLC
11,980$272.2K0.0%ETFLowWaltham, MA2026-11-02
CGN Advisors LLC
11,285$256.4K0.0%ETFLowManhattan, KS2026-10-21
Cookson Peirce & Co Inc
10,413$236.6K0.0%GrowthHighPittsburgh, PA2026-10-30
DWM Financial Group, Inc.
9,610$218.3K0.2%ETFN/APalatine, IL2026-10-28
Bill Few Associates, Inc.
9,420$214.0K0.0%CoreVery LowSewickley, PA2026-10-09
Legacy Private Trust Co.
9,154$208.0K0.0%ETFLowNeenah, WI2026-10-06
Larson Financial Group LLC
4,662$105.9K0.0%GrowthLowSt Louis, MO2026-11-05
IFP Advisors, Inc
3,950$89.7K0.0%GrowthLowTampa, FL2026-10-16
Fifth Third Bancorp
1,654$37.6K0.0%IndexVery LowCincinnati, OH2026-11-05
Cassaday & Co Wealth Management LLC
596$13.5K0.0%ETFVery LowMclean, VA2026-10-27
Root Financial Partners, LLC
135$3.1K0.0%ETFMediumEncinitas, CA2026-10-21