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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -13,439 | -7.0% | 179,413 | $4.22M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +33,689 | +255.4% | 46,881 | $1.10M | Q2 2026 | Sep 02, 2026 |
| Vermillion & White Wealth Management Group, Llc | Sell | -6,119 | -15.7% | 32,887 | $774.33K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +6 | +0.0% | 30,569 | $719.74K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +6,944 | +27.5% | 32,214 | $758.49K | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +422,368 | — | 422,368 | $9.94M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -137,413 | -24.8% | 417,403 | $9.83M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +123,166 | — | 123,166 | $2.90M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -117,757 | -41.3% | 167,277 | $3.94M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +66,923 | — | 66,923 | $1.58M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -63,648 | -10.4% | 547,171 | $12.88M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +24,328 | — | 24,328 | $572.80K | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +13,355 | +8.6% | 169,241 | $3.98M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +7,660 | +3.6% | 220,583 | $5.19M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +7,256 | — | 7,256 | $170.84K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -5,520 | -10.5% | 47,011 | $1.11M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +2,219 | +17.8% | 14,669 | $345.00K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Sell | -2,047 | -17.0% | 10,006 | $235.60K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +1,661 | +14.8% | 12,861 | $302.81K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Sell | -551 | -1.2% | 46,256 | $1.09M | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -206,013 | -52.1% | 189,315 | $4.46M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +13,917 | +5.9% | 247,990 | $5.84M | Q2 2026 | Aug 13, 2026 |
| Hobbs Group Advisors, Llc | Sell | -6,317 | -21.1% | 23,607 | $555.83K | Q2 2026 | Aug 13, 2026 |
| Huntington National Bank | Buy | +3,391 | +24.2% | 17,432 | $410.44K | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, Lp | Buy | +1,909 | — | 1,909 | $44.95K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -1,202 | -4.1% | 27,906 | $657.04K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +199 | +0.7% | 29,204 | $687.60K | Q2 2026 | Aug 13, 2026 |
| Willis Johnson & Associates, Inc. | Buy | +140 | +0.3% | 42,568 | $1.00M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +17 | +0.1% | 18,132 | $426.92K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +197,332 | — | 197,332 | $4.65M | Q2 2026 | Aug 12, 2026 |
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.