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Invesco Bulletshares 2032 MB (BSMW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
INCREASED
Shares1,128,307 from 279,328
Change+848,979 (+304%)
Value$26.6M (+$19.6M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares512,772 from 458,971
Change+53,801 (+12%)
Value$12.1M (+$567.2K)
Filed 2026-11-06
Precedent Wealth Partners, LLC
INCREASED
Shares199,572 from 173,161
Change+26,411 (+15%)
Value$4.7M (+$358.3K)
Filed 2026-10-21
Confluence Investment Management LLC
DECREASED
Shares190,633 from 197,253
Change-6,620 (-3%)
Value$4.5M (-$458.4K)
Filed 2026-10-01
Clark Asset Management, LLC
INCREASED
Shares120,886 from 88,780
Change+32,106 (+36%)
Value$2.9M (+$622.0K)
Filed 2026-10-19
Moneco Advisors, LLC
DECREASED
Shares118,064 from 120,153
Change-2,089 (-2%)
Value$2.8M (-$233.4K)
Filed 2026-11-05
Kestra Advisory Services, LLC
DECREASED
Shares105,826 from 109,126
Change-3,300 (-3%)
Value$2.5M (-$245.0K)
Filed 2026-11-02
Key FInancial Inc
INCREASED
Shares56,510 from 54,685
Change+1,825 (+3%)
Value$1.3M (-$40.7K)
Filed 2026-11-02
Jacobi Capital Management LLC
INCREASED
Shares50,486 from 39,186
Change+11,300 (+29%)
Value$1.2M (+$206.8K)
Filed 2026-11-05
Avior Wealth Management, LLC
NEW
Shares38,517
Change+38,517
Value$909.3K
Filed 2026-10-13
Legacy Private Trust Co.
DECREASED
Shares31,054 from 115,658
Change-84,604 (-73%)
Value$733.1K (-$2.2M)
Filed 2026-10-06
Commonwealth Equity Services, LLC
INCREASED
Shares30,491 from 24,905
Change+5,586 (+22%)
Value$719.9K (+$93.7K)
Filed 2026-11-02
VestGen Advisors, LLC
INCREASED
Shares28,886 from 28,667
Change+219 (+1%)
Value$682.0K (-$38.7K)
Filed 2026-10-27
Asset Dedication, LLC
INCREASED
Shares28,393 from 20,740
Change+7,653 (+37%)
Value$670.3K (+$148.9K)
Filed 2026-11-03
SAX Wealth Advisors, LLC
UNCHANGED
Shares25,938 from 25,938
Change0 (0%)
Value$612.4K (-$32.3K)
Filed 2026-10-13
IFG Advisory, LLC
DECREASED
Shares20,937 from 24,865
Change-3,928 (-16%)
Value$494.3K (-$130.8K)
Filed 2026-11-09
J.W. Cole Advisors, Inc.
INCREASED
Shares20,310 from 20,238
Change+72 (+0%)
Value$479.5K (-$29.3K)
Filed 2026-11-05
Invariant Investment Management
INCREASED
Shares16,460 from 16,316
Change+144 (+1%)
Value$390.9K (-$19.6K)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares13,550
Change+13,550
Value$319.9K
Filed 2026-11-03
Addison Advisors LLC
INCREASED
Shares13,158 from 12,085
Change+1,073 (+9%)
Value$310.6K (+$6.8K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
DECREASED
Shares12,191 from 12,730
Change-539 (-4%)
Value$287.8K (-$32.2K)
Filed 2026-11-06
Bill Few Associates, Inc.
UNCHANGED
Shares12,157 from 12,157
Change0 (0%)
Value$287.0K (-$18.6K)
Filed 2026-10-09
Cookson Peirce & Co Inc
INCREASED
Shares9,963 from 8,720
Change+1,243 (+14%)
Value$235.2K (+$16.0K)
Filed 2026-10-30
Opulen Financial Group LLC
INCREASED
Shares9,071 from 8,992
Change+79 (+1%)
Value$214.2K (-$11.9K)
Filed 2026-10-22
Independent Financial Group, LLC
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$212.5K (-$13.8K)
Filed 2026-10-13
Larson Financial Group LLC
UNCHANGED
Shares5,086 from 5,086
Change0 (0%)
Value$120.1K (-$7.8K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares3,389 from 2,917
Change+472 (+16%)
Value$80.0K (+$6.7K)
Filed 2026-11-06
Fifth Third Bancorp
UNCHANGED
Shares2,885 from 2,885
Change0 (0%)
Value$68.1K (-$4.4K)
Filed 2026-11-05
Horizons Wealth Management
NEW
Shares1,858
Change+1,858
Value$43.9K
Filed 2026-10-05
NorthAvenue LLC
INCREASED
Shares1,711 from 1,451
Change+260 (+18%)
Value$40.4K (+$3.9K)
Filed 2026-10-29
Private Trust Co NA
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$34.2K (-$2.2K)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares132
Change+132
Value$3.1K
Filed 2026-10-21
Marietta Wealth Management, LLC
CLOSED
Shares0 from 28,600
Change-28,600 (-100%)
Value$0 (-$719.0K)
Filed 2026-10-22
Wedmont Private Capital
CLOSED
Shares0 from 27,948
Change-27,948 (-100%)
Value$0 (-$701.1K)
Filed 2026-10-09
First Command Advisory Services, Inc.
CLOSED
Shares0 from 2,150
Change-2,150 (-100%)
Value$0 (-$54.1K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 2,009
Change-2,009 (-100%)
Value$0 (-$50.5K)
Filed 2026-11-04
Gill Capital Partners, LLC
CLOSED
Shares0 from 940
Change-940 (-100%)
Value$0 (-$23.6K)
Filed 2026-10-13
Morgan Stanley
N/A
Shares— from 516,887
Change-516,887 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 281,549
Change-281,549 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 274,117
Change-274,117 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 233,494
Change-233,494 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 228,408
Change-228,408 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 172,867
Change-172,867 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 157,369
Change-157,369 (-100%)
Value—
UBS Group AG
N/A
Shares— from 153,350
Change-153,350 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 143,604
Change-143,604 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 125,681
Change-125,681 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 120,053
Change-120,053 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 107,760
Change-107,760 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 96,848
Change-96,848 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 80,257
Change-80,257 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 63,386
Change-63,386 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 50,527
Change-50,527 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 48,863
Change-48,863 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 48,765
Change-48,765 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 48,590
Change-48,590 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 41,904
Change-41,904 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 30,147
Change-30,147 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 24,945
Change-24,945 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 24,936
Change-24,936 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,690
Change-24,690 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 19,300
Change-19,300 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 17,310
Change-17,310 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 16,894
Change-16,894 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 16,440
Change-16,440 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 12,036
Change-12,036 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 11,365
Change-11,365 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 11,040
Change-11,040 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 10,279
Change-10,279 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 10,027
Change-10,027 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 9,175
Change-9,175 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,527
Change-4,527 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
FMR LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Lido Advisors, LLC
INCREASED1,128,307279,328+848,979+304%$7.0M$26.6M+$19.6M2026-11-04
LPL Financial LLC
INCREASED512,772458,971+53,801+12%$11.5M$12.1M+$567.2K2026-11-06
Precedent Wealth Partners, LLC
INCREASED199,572173,161+26,411+15%$4.4M$4.7M+$358.3K2026-10-21
Confluence Investment Management LLC
DECREASED190,633197,253-6,620-3%$5.0M$4.5M-$458.4K2026-10-01
Clark Asset Management, LLC
INCREASED120,88688,780+32,106+36%$2.2M$2.9M+$622.0K2026-10-19
Moneco Advisors, LLC
DECREASED118,064120,153-2,089-2%$3.0M$2.8M-$233.4K2026-11-05
Kestra Advisory Services, LLC
DECREASED105,826109,126-3,300-3%$2.7M$2.5M-$245.0K2026-11-02
Key FInancial Inc
INCREASED56,51054,685+1,825+3%$1.4M$1.3M-$40.7K2026-11-02
Jacobi Capital Management LLC
INCREASED50,48639,186+11,300+29%$985.1K$1.2M+$206.8K2026-11-05
Avior Wealth Management, LLC
NEW38,517—+38,517——$909.3K—2026-10-13
Legacy Private Trust Co.
DECREASED31,054115,658-84,604-73%$2.9M$733.1K-$2.2M2026-10-06
Commonwealth Equity Services, LLC
INCREASED30,49124,905+5,586+22%$626.1K$719.9K+$93.7K2026-11-02
VestGen Advisors, LLC
INCREASED28,88628,667+219+1%$720.7K$682.0K-$38.7K2026-10-27
Asset Dedication, LLC
INCREASED28,39320,740+7,653+37%$521.4K$670.3K+$148.9K2026-11-03
SAX Wealth Advisors, LLC
UNCHANGED25,93825,93800%$644.7K$612.4K-$32.3K2026-10-13
IFG Advisory, LLC
DECREASED20,93724,865-3,928-16%$625.1K$494.3K-$130.8K2026-11-09
J.W. Cole Advisors, Inc.
INCREASED20,31020,238+72+0%$508.8K$479.5K-$29.3K2026-11-05
Invariant Investment Management
INCREASED16,46016,316+144+1%$410.5K$390.9K-$19.6K2026-10-08
Ascentis Independent Advisors
NEW13,550—+13,550——$319.9K—2026-11-03
Addison Advisors LLC
INCREASED13,15812,085+1,073+9%$303.8K$310.6K+$6.8K2026-11-06
Kestra Private Wealth Services, LLC
DECREASED12,19112,730-539-4%$320.0K$287.8K-$32.2K2026-11-06
Bill Few Associates, Inc.
UNCHANGED12,15712,15700%$305.6K$287.0K-$18.6K2026-10-09
Cookson Peirce & Co Inc
INCREASED9,9638,720+1,243+14%$219.2K$235.2K+$16.0K2026-10-30
Opulen Financial Group LLC
INCREASED9,0718,992+79+1%$226.1K$214.2K-$11.9K2026-10-22
Independent Financial Group, LLC
UNCHANGED9,0009,00000%$226.3K$212.5K-$13.8K2026-10-13
Larson Financial Group LLC
UNCHANGED5,0865,08600%$127.9K$120.1K-$7.8K2026-11-05
PNC Financial Services Group, Inc.
INCREASED3,3892,917+472+16%$73.3K$80.0K+$6.7K2026-11-06
Fifth Third Bancorp
UNCHANGED2,8852,88500%$72.5K$68.1K-$4.4K2026-11-05
Horizons Wealth Management
NEW1,858—+1,858——$43.9K—2026-10-05
NorthAvenue LLC
INCREASED1,7111,451+260+18%$36.5K$40.4K+$3.9K2026-10-29
Private Trust Co NA
UNCHANGED1,4501,45000%$36.5K$34.2K-$2.2K2026-10-20
Root Financial Partners, LLC
NEW132—+132——$3.1K—2026-10-21
Marietta Wealth Management, LLC
CLOSED028,600-28,600-100%$719.0K$0-$719.0K2026-10-22
Wedmont Private Capital
CLOSED027,948-27,948-100%$701.1K$0-$701.1K2026-10-09
First Command Advisory Services, Inc.
CLOSED02,150-2,150-100%$54.1K$0-$54.1K2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED02,009-2,009-100%$50.5K$0-$50.5K2026-11-04
Gill Capital Partners, LLC
CLOSED0940-940-100%$23.6K$0-$23.6K2026-10-13
Morgan Stanley
N/A—516,887-516,887-100%$13.0M———
Stratos Wealth Advisors, LLC
N/A—281,549-281,549-100%$7.1M———
Atlantic Union Bankshares Corp
N/A—274,117-274,117-100%$6.9M———
Wells Fargo & Company
N/A—233,494-233,494-100%$5.9M———
Bank of America Corp
N/A—228,408-228,408-100%$5.7M———
Invesco Ltd.
N/A—172,867-172,867-100%$4.3M———
Raymond James Financial Inc
N/A—157,369-157,369-100%$4.0M———
UBS Group AG
N/A—153,350-153,350-100%$3.9M———
Hills Bank & Trust Co
N/A—143,604-143,604-100%$3.6M———
Envestnet Asset Management Inc
N/A—125,681-125,681-100%$3.2M———
Envision Financial Planning, LLC
N/A—120,053-120,053-100%$3.0M———
Ameriprise Financial Inc
N/A—107,760-107,760-100%$2.7M———
HighTower Advisors, LLC
N/A—96,848-96,848-100%$2.4M———
Northwestern Mutual Wealth Management Co
N/A—80,257-80,257-100%$2.0M———
Osaic Holdings, Inc.
N/A—63,386-63,386-100%$1.6M———
Jones Financial Companies Lllp
N/A—50,527-50,527-100%$1.3M———
Stifel Financial Corp
N/A—48,863-48,863-100%$1.2M———
United Capital Financial Advisors, LLC
N/A—48,765-48,765-100%$1.2M———
MML Investors Services, LLC
N/A—48,590-48,590-100%$1.2M———
Equitable Holdings, Inc.
N/A—41,904-41,904-100%$1.1M———
Integrated Wealth Concepts LLC
N/A—30,147-30,147-100%$757.9K———
Sequoia Financial Advisors, LLC
N/A—24,945-24,945-100%$627.1K———
Huntington National Bank
N/A—24,936-24,936-100%$626.9K———
Susquehanna International Group, LLP
N/A—24,690-24,690-100%$620.7K———
Jane Street Group, LLC
N/A—19,300-19,300-100%$485.2K———
Captrust Financial Advisors
N/A—17,310-17,310-100%$435.2K———
Royal Bank of Canada
N/A—16,894-16,894-100%$425.0K———
Cetera Investment Advisers
N/A—16,440-16,440-100%$413.3K———
Harbour Investments, Inc.
N/A—12,036-12,036-100%$302.6K———
Leavell Investment Management, Inc.
N/A—11,365-11,365-100%$285.7K———
Crews Bank & Trust
N/A—11,040-11,040-100%$277.5K———
Kinetic Wealth Investment Advisors LLC
N/A—10,279-10,279-100%$258.4K———
Beacon Pointe Advisors, LLC
N/A—10,027-10,027-100%$252.1K———
Baird Financial Group, Inc.
N/A—9,175-9,175-100%$230.7K———
Aptus Capital Advisors, LLC
N/A—4,527-4,527-100%$113.8K———
Atlas Capital Advisors Inc.
N/A—4,000-4,000-100%$100.6K———
Capital Analysts, LLC
N/A—1,815-1,815-100%$46.0K———
FMR LLC
N/A—3-3-100%$65———
Showing 75 of 75 institutions