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Invesco Bulletshares 2032 MB (BSMW)

CUSIP: 46139W833 | NYSE | 101 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Lido Advisors, LLC1,128,307
0.1% of portfolio›$26.6M
Precedent Wealth Partners, LLC199,572
0.7% of portfolio›$4.7M
Confluence Investment Management LLC190,633
0.1% of portfolio›$4.5M
Clark Asset Management, LLC120,886
0.2% of portfolio›$2.9M
Moneco Advisors, LLC118,064
0.2% of portfolio›$2.8M
Kestra Advisory Services, LLC105,826
0.0% of portfolio›$2.5M
Key FInancial Inc56,510
0.2% of portfolio›$1.3M
Jacobi Capital Management LLC50,486
0.1% of portfolio›$1.2M
Avior Wealth Management, LLC38,517
0.0% of portfolio›$909.3K
Legacy Private Trust Co.31,054
0.0% of portfolio›$733.1K
Commonwealth Equity Services, LLC30,491
0.0% of portfolio›$719.9K
VestGen Advisors, LLC28,886
0.0% of portfolio›$682.0K
Asset Dedication, LLC28,393
0.0% of portfolio›$670.3K
SAX Wealth Advisors, LLC25,938
0.0% of portfolio›$612.4K
J.W. Cole Advisors, Inc.20,310
0.0% of portfolio›$479.5K
Invariant Investment Management16,460
0.2% of portfolio›$390.9K
Ascentis Independent Advisors13,550
0.0% of portfolio›$319.9K
Kestra Private Wealth Services, LLC12,191
0.0% of portfolio›$287.8K
Bill Few Associates, Inc.12,157
0.1% of portfolio›$287.0K
Cookson Peirce & Co Inc9,963
0.0% of portfolio›$235.2K
Opulen Financial Group LLC9,071
0.1% of portfolio›$214.2K
Independent Financial Group, LLC9,000
0.0% of portfolio›$212.5K
Larson Financial Group LLC5,086
0.0% of portfolio›$120.1K
PNC Financial Services Group, Inc.3,389
0.0% of portfolio›$80.0K
Fifth Third Bancorp2,885
0.0% of portfolio›$68.1K
Horizons Wealth Management1,858
0.0% of portfolio›$43.9K
NorthAvenue LLC1,711
0.0% of portfolio›$40.4K
Private Trust Co NA1,450
0.0% of portfolio›$34.2K
Root Financial Partners, LLC132
0.0% of portfolio›$3.1K
StyleTurnoverLocationFiled
Lido Advisors, LLC
1,128,307$26.6M0.1%GrowthLowLos Angeles, CA2026-11-04
Precedent Wealth Partners, LLC
199,572$4.7M0.7%ETFMediumHouston, TX2026-10-21
Confluence Investment Management LLC
190,633$4.5M0.1%ValueMediumSt. Louis, MO2026-10-01
Clark Asset Management, LLC
120,886$2.9M0.2%ETFVery LowStratham, NH2026-10-19
Moneco Advisors, LLC
118,064$2.8M0.2%ETFLowFairfield, CT2026-11-05
Kestra Advisory Services, LLC
105,826$2.5M0.0%CoreLowAustin, TX2026-11-02
Key FInancial Inc
56,510$1.3M0.2%ETFLowWest Chester, PA2026-11-02
Jacobi Capital Management LLC
50,486$1.2M0.1%CoreLowPittston, PA2026-11-05
Avior Wealth Management, LLC
38,517$909.3K0.0%ETFMediumOmaha, NE2026-10-13
Legacy Private Trust Co.
31,054$733.1K0.0%ETFLowNeenah, WI2026-10-06
Commonwealth Equity Services, LLC
30,491$719.9K0.0%ETFLowWaltham, MA2026-11-02
VestGen Advisors, LLC
28,886$682.0K0.0%GrowthMediumChicago, IL2026-10-27
Asset Dedication, LLC
28,393$670.3K0.0%ETFLowSan Francisco, CA2026-11-03
SAX Wealth Advisors, LLC
25,938$612.4K0.0%ETFVery LowParsippany, NJ2026-10-13
J.W. Cole Advisors, Inc.
20,310$479.5K0.0%IndexLowTampa, FL2026-11-05
Invariant Investment Management
16,460$390.9K0.2%ETFLowCamp Hill, PA2026-10-08
Ascentis Independent Advisors
13,550$319.9K0.0%ETFLowDallas, TX2026-11-03
Kestra Private Wealth Services, LLC
12,191$287.8K0.0%GrowthLowAustin, TX2026-11-06
Bill Few Associates, Inc.
12,157$287.0K0.1%CoreVery LowSewickley, PA2026-10-09
Cookson Peirce & Co Inc
9,963$235.2K0.0%GrowthHighPittsburgh, PA2026-10-30
Opulen Financial Group LLC
9,071$214.2K0.1%ETFVery LowArlington, VA2026-10-22
Independent Financial Group, LLC
9,000$212.5K0.0%GrowthLowSan Diego, CA2026-10-13
Larson Financial Group LLC
5,086$120.1K0.0%GrowthLowSt Louis, MO2026-11-05
PNC Financial Services Group, Inc.
3,389$80.0K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Fifth Third Bancorp
2,885$68.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Horizons Wealth Management
1,858$43.9K0.0%ETFLowAsheville, NC2026-10-05
NorthAvenue LLC
1,711$40.4K0.0%ETFVery LowColumbus, OH2026-10-29
Private Trust Co NA
1,450$34.2K0.0%CoreLowCleveland, OH2026-10-20
Root Financial Partners, LLC
132$3.1K0.0%ETFMediumEncinitas, CA2026-10-21