Security Name: INVESCO BULLETSHARES 2030 MB
Ticker: BSMU
Security Type: OTHER
Exchange: US
CUSIP: 46138J445

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.06B - 54 -
2024-09-30 $0.07B +29.3% 63 +16.7%
2024-12-31 $0.08B +10.7% 53 -15.9%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
ENVISION FINANCIAL PLANNING, LLC $3.9M 179K 2.0%
PINERIDGE ADVISORS LLC $2.1M 98K 0.8%
KEY FINANCIAL INC $2.5M 116K 0.6%
HILLS BANK & TRUST CO $7.1M 327K 0.5%
INSIGHT WEALTH PARTNERS, LLC $2.9M 133K 0.4%
NESTEGG ADVISORS, INC. $0.2M 10K 0.2%
WINGATE WEALTH ADVISORS, INC. $0.2M 9K 0.2%
ATLANTIC UNION BANKSHARES CORP $3.1M 144K 0.2%
HOBBS GROUP ADVISORS, LLC $0.5M 20K 0.2%
ADDISON ADVISORS LLC $0.6M 27K 0.2%
MONECO ADVISORS, LLC $1.3M 60K 0.1%
COLLIER FINANCIAL $0.1M 5K 0.1%
GRADIENT CAPITAL ADVISORS, LLC $0.2M 9K 0.1%
ATRIA INVESTMENTS, INC $2.8M 129K 0.0%
STONEX GROUP INC. $0.6M 28K 0.0%
SANCTUARY ADVISORS, LLC $2.9M 132K 0.0%
AE WEALTH MANAGEMENT LLC $1.8M 82K 0.0%
JACOBI CAPITAL MANAGEMENT LLC $0.3M 11K 0.0%
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC $0.2M 7K 0.0%
YANKCOM PARTNERSHIP $0.0M 1K 0.0%
INTEGRATED WEALTH CONCEPTS LLC $1.0M 45K 0.0%
KESTRA ADVISORY SERVICES, LLC $1.8M 83K 0.0%
D.A. DAVIDSON & CO. $0.2M 10K 0.0%
BANK OF AMERICA CORP /DE/ $4.5M 207K 0.0%
INVESCO LTD. $3.1M 140K 0.0%

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