Security Name: INVESCO BULLETSHARES 2031 MB
Ticker: BSMV
Security Type: OTHER
Exchange: US
CUSIP: 46138J411

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.03B - 42 -
2024-09-30 $0.04B +22.3% 48 +14.3%
2024-12-31 $0.04B +7.1% 46 -4.2%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
ENVISION FINANCIAL PLANNING, LLC $4.3M 206K 2.2%
KEY FINANCIAL INC $2.5M 118K 0.6%
GRADIENT CAPITAL ADVISORS, LLC $0.4M 19K 0.1%
ADDISON ADVISORS LLC $0.5M 21K 0.1%
HOBBS GROUP ADVISORS, LLC $0.3M 15K 0.1%
COLLIER FINANCIAL $0.1M 5K 0.1%
MONECO ADVISORS, LLC $0.8M 38K 0.1%
FLOW TRADERS U.S. LLC $1.2M 56K 0.1%
STONEX GROUP INC. $0.6M 29K 0.0%
VENTURE VISIONARY PARTNERS LLC $1.1M 54K 0.0%
YANKCOM PARTNERSHIP $0.0M 2K 0.0%
JACOBI CAPITAL MANAGEMENT LLC $0.3M 12K 0.0%
INTEGRATED WEALTH CONCEPTS LLC $1.0M 46K 0.0%
KESTRA ADVISORY SERVICES, LLC $1.7M 78K 0.0%
EQUITABLE HOLDINGS, INC. $0.7M 34K 0.0%
TOWER RESEARCH CAPITAL LLC $0.0M 0K 0.0%
CAPTRUST FINANCIAL ADVISORS $0.4M 19K 0.0%
UBS GROUP AG $0.6M 30K 0.0%
PRINCIPAL SECURITIES, INC. $0.1M 4K 0.0%
INVESCO LTD. $3.0M 140K 0.0%
FMR LLC $0.0M 0K 0.0%
WELLS FARGO & COMPANY/MN $1.3M 61K 0.0%
ENVESTNET ASSET MANAGEMENT INC $1.5M 73K 0.0%
COMMONWEALTH EQUITY SERVICES, LLC $0.7M 31K 0.0%
HIGHTOWER ADVISORS, LLC $1.4M 64K 0.0%

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