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Invesco Bulletshares 2033 MB (BSSX)

CUSIP: 46139W791 | NYSE | 100 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Confluence Investment Management LLC210,029
0.1% of portfolio›$5.1M
Precedent Wealth Partners, LLC185,987
0.7% of portfolio›$4.5M
Kestra Advisory Services, LLC154,791
0.0% of portfolio›$3.7M
Clark Asset Management, LLC60,006
0.1% of portfolio›$1.4M
Key FInancial Inc48,784
0.2% of portfolio›$1.2M
Lido Advisors, LLC46,600
0.0% of portfolio›$1.1M
Legacy Private Trust Co.30,308
0.0% of portfolio›$729.7K
VestGen Advisors, LLC27,145
0.0% of portfolio›$653.5K
Commonwealth Equity Services, LLC25,608
0.0% of portfolio›$616.5K
SAX Wealth Advisors, LLC25,250
0.0% of portfolio›$607.9K
Moneco Advisors, LLC20,869
0.0% of portfolio›$502.4K
Jacobi Capital Management LLC18,273
0.0% of portfolio›$439.9K
Asset Dedication, LLC17,706
0.0% of portfolio›$426.3K
Tassel Capital Management, Inc.17,380
0.2% of portfolio›$418.4K
International Assets Investment Management, LLC16,901
0.0% of portfolio›$407.5K
IFP Advisors, Inc16,000
0.0% of portfolio›$385.2K
Ascentis Independent Advisors13,200
0.0% of portfolio›$317.8K
Bill Few Associates, Inc.11,919
0.1% of portfolio›$287.0K
D.A. Davidson & Co.11,331
0.0% of portfolio›$272.8K
Virtue Asset Management LLC11,237
0.2% of portfolio›$270.5K
Hengehold Capital Management LLC9,929
0.0% of portfolio›$239.0K
Cookson Peirce & Co Inc9,851
0.0% of portfolio›$237.2K
CGN Advisors LLC9,538
0.0% of portfolio›$229.6K
Kestra Private Wealth Services, LLC8,511
0.0% of portfolio›$204.9K
Armstrong Advisory Group, Inc7,700
0.0% of portfolio›$185.4K
Larson Financial Group LLC4,922
0.0% of portfolio›$118.5K
Fifth Third Bancorp2,820
0.0% of portfolio›$67.9K
NorthAvenue LLC1,482
0.0% of portfolio›$35.7K
Root Financial Partners, LLC129
0.0% of portfolio›$3.1K
StyleTurnoverLocationFiled
Confluence Investment Management LLC
210,029$5.1M0.1%ValueMediumSt. Louis, MO2026-10-01
Precedent Wealth Partners, LLC
185,987$4.5M0.7%ETFMediumHouston, TX2026-10-21
Kestra Advisory Services, LLC
154,791$3.7M0.0%CoreLowAustin, TX2026-11-02
Clark Asset Management, LLC
60,006$1.4M0.1%ETFVery LowStratham, NH2026-10-19
Key FInancial Inc
48,784$1.2M0.2%ETFLowWest Chester, PA2026-11-02
Lido Advisors, LLC
46,600$1.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Legacy Private Trust Co.
30,308$729.7K0.0%ETFLowNeenah, WI2026-10-06
VestGen Advisors, LLC
27,145$653.5K0.0%GrowthMediumChicago, IL2026-10-27
Commonwealth Equity Services, LLC
25,608$616.5K0.0%ETFLowWaltham, MA2026-11-02
SAX Wealth Advisors, LLC
25,250$607.9K0.0%ETFVery LowParsippany, NJ2026-10-13
Moneco Advisors, LLC
20,869$502.4K0.0%ETFLowFairfield, CT2026-11-05
Jacobi Capital Management LLC
18,273$439.9K0.0%CoreLowPittston, PA2026-11-05
Asset Dedication, LLC
17,706$426.3K0.0%ETFLowSan Francisco, CA2026-11-03
Tassel Capital Management, Inc.
17,380$418.4K0.2%ETFLowMatthews, NC2026-10-20
International Assets Investment Management, LLC
16,901$407.5K0.0%CoreVery HighOrlando, FL2026-11-02
IFP Advisors, Inc
16,000$385.2K0.0%GrowthLowTampa, FL2026-10-16
Ascentis Independent Advisors
13,200$317.8K0.0%ETFLowDallas, TX2026-11-03
Bill Few Associates, Inc.
11,919$287.0K0.1%CoreVery LowSewickley, PA2026-10-09
D.A. Davidson & Co.
11,331$272.8K0.0%CoreLowGreat Falls, MT2026-10-28
Virtue Asset Management LLC
11,237$270.5K0.2%CoreLowBarrington, IL2026-10-21
Hengehold Capital Management LLC
9,929$239.0K0.0%ETFLowCincinnati, OH2026-10-16
Cookson Peirce & Co Inc
9,851$237.2K0.0%GrowthHighPittsburgh, PA2026-10-30
CGN Advisors LLC
9,538$229.6K0.0%ETFLowManhattan, KS2026-10-21
Kestra Private Wealth Services, LLC
8,511$204.9K0.0%GrowthLowAustin, TX2026-10-30
Armstrong Advisory Group, Inc
7,700$185.4K0.0%ETFHighNeedham, MA2026-10-09
Larson Financial Group LLC
4,922$118.5K0.0%GrowthLowSt Louis, MO2026-11-05
Fifth Third Bancorp
2,820$67.9K0.0%IndexVery LowCincinnati, OH2026-11-05
NorthAvenue LLC
1,482$35.7K0.0%ETFVery LowColumbus, OH2026-10-29
Root Financial Partners, LLC
129$3.1K0.0%ETFMediumEncinitas, CA2026-10-21