Security Name: INVESCO BULLETSHARES 2033 MB
Ticker: BSSX
Security Type: OTHER
Exchange: US
CUSIP: 46139W791

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.02B - 32 -
2024-09-30 $0.03B +48.0% 38 +18.8%
2024-12-31 $0.03B +10.2% 33 -13.2%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
ENVISION FINANCIAL PLANNING, LLC $3.3M 127K 1.7%
TASSEL CAPITAL MANAGEMENT, INC. $0.3M 10K 0.2%
OPULEN FINANCIAL GROUP LLC $0.2M 9K 0.2%
KEY FINANCIAL INC $0.9M 34K 0.2%
ATLANTIC UNION BANKSHARES CORP $3.1M 120K 0.2%
ADDISON ADVISORS LLC $0.4M 15K 0.1%
FLOW TRADERS U.S. LLC $2.3M 90K 0.1%
HOBBS GROUP ADVISORS, LLC $0.2M 7K 0.1%
STONEX GROUP INC. $0.6M 24K 0.0%
IFP ADVISORS, INC $0.5M 19K 0.0%
KESTRA ADVISORY SERVICES, LLC $2.9M 112K 0.0%
JACOBI CAPITAL MANAGEMENT LLC $0.3M 10K 0.0%
CAPTRUST FINANCIAL ADVISORS $0.3M 11K 0.0%
PRINCIPAL SECURITIES, INC. $0.0M 1K 0.0%
INVESCO LTD. $1.7M 67K 0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $0.3M 10K 0.0%
ENVESTNET ASSET MANAGEMENT INC $1.2M 46K 0.0%
HUNTINGTON NATIONAL BANK $0.1M 1K 0.0%
BEACON POINTE ADVISORS, LLC $0.3M 10K 0.0%
COMMONWEALTH EQUITY SERVICES, LLC $0.8M 30K 0.0%
LPL FINANCIAL LLC $3.8M 146K 0.0%
D.A. DAVIDSON & CO. $0.2M 9K 0.0%
OSAIC HOLDINGS, INC. $0.0M 0K 0.0%
COMERICA BANK $0.1M 2K 0.0%
MORGAN STANLEY $0.4M 13K 0.0%

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