Security Name: INVESCO BULLETSHARES 2032 MB
Ticker: BSMW
Security Type: OTHER
Exchange: US
CUSIP: 46139W833

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.05B - 41 -
2024-09-30 $0.05B +12.6% 43 +4.9%
2024-12-31 $0.06B +12.2% 43 0.0%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
ENVISION FINANCIAL PLANNING, LLC $4.2M 167K 2.2%
ATLANTIC UNION BANKSHARES CORP $5.5M 219K 0.3%
KEY FINANCIAL INC $0.9M 34K 0.2%
OPULEN FINANCIAL GROUP LLC $0.2M 8K 0.2%
ADDISON ADVISORS LLC $0.5M 19K 0.1%
STONEX GROUP INC. $0.6M 24K 0.0%
STRATOS WEALTH ADVISORS, LLC $0.6M 24K 0.0%
IFP ADVISORS, INC $0.5M 21K 0.0%
OLD MISSION CAPITAL LLC $1.3M 51K 0.0%
JACOBI CAPITAL MANAGEMENT LLC $0.3M 10K 0.0%
KESTRA ADVISORY SERVICES, LLC $1.9M 74K 0.0%
INTEGRATED WEALTH CONCEPTS LLC $0.9M 37K 0.0%
EQUITABLE HOLDINGS, INC. $0.8M 31K 0.0%
AMERIPRISE FINANCIAL INC $1.6M 62K 0.0%
TOWER RESEARCH CAPITAL LLC $0.0M 0K 0.0%
CAPTRUST FINANCIAL ADVISORS $0.3M 13K 0.0%
UBS GROUP AG $0.2M 6K 0.0%
PRINCIPAL SECURITIES, INC. $0.1M 3K 0.0%
INVESCO LTD. $1.7M 68K 0.0%
FMR LLC $0.0M 0K 0.0%
WELLS FARGO & COMPANY/MN $7.8M 310K 0.0%
ENVESTNET ASSET MANAGEMENT INC $1.1M 44K 0.0%
HUNTINGTON NATIONAL BANK $0.2M 9K 0.0%
COMMONWEALTH EQUITY SERVICES, LLC $0.6M 22K 0.0%
HIGHTOWER ADVISORS, LLC $0.7M 28K 0.0%

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