Invesco Bulletshares 2031 MB ETF (BSMV): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow BSMV for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 87

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$20.98

+0.5% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of BSMV (all 13F filers)

Hills Bank & Trust360 KWealth adviser−119 K
HighTower Advisors335 KWealth adviser+32 K
Confluence Investment Management291 KType not verified−21 K
LPL Financial288 KWealth adviser+33 K
Morgan Stanley277 KBank or trading desk+20 K
Bank of America252 KBank or trading desk+19 K
Atlantic Union Bankshares240 KType not verified+52 K
Precedent Wealth Partners216 KWealth adviser+14 K
Invesco205 KInvestment firm+92
Raymond James Financial199 KWealth adviser+6,367

Filer	Type
Hills Bank & Trust	Wealth adviser	360 K	−119 K	$7.6M
HighTower Advisors	Wealth adviser	335 K	+32 K	$7.0M
Confluence Investment Management	Type not verified	291 K	−21 K	$6.1M
LPL Financial	Wealth adviser	288 K	+33 K	$6.1M
Morgan Stanley	Bank or trading desk	277 K	+20 K	$5.8M
Bank of America	Bank or trading desk	252 K	+19 K	$5.3M
Atlantic Union Bankshares	Type not verified	240 K	+52 K	$5.0M
Precedent Wealth Partners	Wealth adviser	216 K	+14 K	$4.5M
Invesco	Investment firm	205 K	+92	$4.3M
Raymond James Financial	Wealth adviser	199 K	+6,367	$4.2M

Hills Bank & Trust
Shares
360 K
Change
−119 K
See more
Type
Wealth adviser
Value
$7.6M
HighTower Advisors
Shares
335 K
Change
+32 K
See more
Type
Wealth adviser
Value
$7.0M
Confluence Investment Management
Shares
291 K
Change
−21 K
See more
Type
Type not verified
Value
$6.1M
LPL Financial
Shares
288 K
Change
+33 K
See more
Type
Wealth adviser
Value
$6.1M
Morgan Stanley
Shares
277 K
Change
+20 K
See more
Type
Bank or trading desk
Value
$5.8M
Bank of America
Shares
252 K
Change
+19 K
See more
Type
Bank or trading desk
Value
$5.3M
Atlantic Union Bankshares
Shares
240 K
Change
+52 K
See more
Type
Type not verified
Value
$5.0M
Precedent Wealth Partners
Shares
216 K
Change
+14 K
See more
Type
Wealth adviser
Value
$4.5M
Invesco
Shares
205 K
Change
+92
See more
Type
Investment firm
Value
$4.3M
Raymond James Financial
Shares
199 K
Change
+6,367
See more
Type
Wealth adviser
Value
$4.2M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗