INVESCO BULLETSHARES 2026 MU (BSMQ) Institutional Ownership Changes & 13F Activity

INVESCO BULLETSHARES 2026 MU (BSMQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Ubs Group Ag, Newedge Advisors, Llc, Bank Of America Corp, and Ameriprise Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-13,439-7.0%179,413$4.22MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+33,689+255.4%46,881$1.10MQ2 2026Sep 02, 2026
Vermillion & White Wealth Management Group, LlcSell-6,119-15.7%32,887$774.33KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+6+0.0%30,569$719.74KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+6,944+27.5%32,214$758.49KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+422,368422,368$9.94MQ2 2026Aug 14, 2026
Bank Of America CorpSell-137,413-24.8%417,403$9.83MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+123,166123,166$2.90MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-117,757-41.3%167,277$3.94MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+66,92366,923$1.58MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-63,648-10.4%547,171$12.88MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+24,32824,328$572.80KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+13,355+8.6%169,241$3.98MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+7,660+3.6%220,583$5.19MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+7,2567,256$170.84KQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-5,520-10.5%47,011$1.11MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+2,219+17.8%14,669$345.00KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Sell-2,047-17.0%10,006$235.60KQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+1,661+14.8%12,861$302.81KQ2 2026Aug 14, 2026
Jones Financial Companies LllpSell-551-1.2%46,256$1.09MQ2 2026Aug 14, 2026
Ubs Group AgSell-206,013-52.1%189,315$4.46MQ2 2026Aug 13, 2026
Morgan StanleyBuy+13,917+5.9%247,990$5.84MQ2 2026Aug 13, 2026
Hobbs Group Advisors, LlcSell-6,317-21.1%23,607$555.83KQ2 2026Aug 13, 2026
Huntington National BankBuy+3,391+24.2%17,432$410.44KQ2 2026Aug 13, 2026
Elequin Capital, LpBuy+1,9091,909$44.95KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-1,202-4.1%27,906$657.04KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+199+0.7%29,204$687.60KQ2 2026Aug 13, 2026
Willis Johnson & Associates, Inc.Buy+140+0.3%42,568$1.00MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+17+0.1%18,132$426.92KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+197,332197,332$4.65MQ2 2026Aug 12, 2026
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Frequently asked questions about BSMQ activity

  • Which institutional owners are buying BSMQ?

    Institutional owners buying BSMQ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BSMQ activity?

    "Buy" means an investor increased their reported position in BSMQ compared to the prior reporting period. This reflects growing exposure to INVESCO BULLETSHARES 2026 MU (BSMQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BSMQ increasing?

    Institutional interest in BSMQ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.