Stock ownership · SEC 13F · Q4 2025
INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF
Who owns INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF (CUSIP 46138J486)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $2.9M
- Reported value
- 3
- Institutions
- 100%
- Top-5 share
The verdict
As of Q4 2025, 3 institutions report $2.9M in INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF positions, ownership that is dominated by its top few institutional owners.
- 3
- institutions hold it
- $2.9M
- reported 13F value
- 100%
- held by top 5
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 46138J486 · Q4 2025 $3M reported
VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID
- VALUE-TRACE $2.9M
- HOLDERS-FOCUS 3 filers
- CONC-DOM 100% top-5
- PHOTO-UNK No peer
- ACTIVITY-MID 3 new
- BOOK-MID 7Q history
Read with: Ownership concentration guide - INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Institutional ownership over time
The number of institutions reporting a INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF position has risen from 1 to 3 over the last 7 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Coastline Complete Wealth LLC | 71,555 | $1.7M | 58.1% |
| 2 | Astoria Portfolio Advisors LLC. | 36,402 | $860K | 29.7% |
| 3 | Anchor Investment Management, LLC | 15,000 | $353K | 12.2% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (3)
Complete exits (1)
Frequently Asked Questions
How many institutions hold INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF?▼
What is the total institutional value of INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF?▼
How concentrated is ownership of INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF?▼
Who is the largest institutional holder of INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF?▼
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.