INVESCO BULLETSHARES 2026 CO (BSCQ) Institutional Shareholders
INVESCO BULLETSHARES 2026 CO (BSCQ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.20B in BSCQ holdings during the latest filing period.
Lido Advisors, Llc is currently the largest disclosed institutional shareholder of BSCQ tracked by InsiderSet, reporting ownership valued at approximately $1.05B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.05B, representing an estimated loss of -0.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed BSCQ value among the investors covered in this analysis. Major shareholders include Lido Advisors, Llc, Lpl Financial Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2026 CO (BSCQ).
This page ranks the largest institutional BSCQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
391
Total Reported Value
$3.20B
Largest Holder
Lido Advisors, Llc
Largest Position
$1.05B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lido Advisors, Llc | 4.10% | 53,572,236 | $1,046,265,806 | $1,045,997,908 | -$267,898 | -0.03% | |
| Lpl Financial Llc | 0.04% | 7,850,659 | $153,323,362 | $153,284,117 | -$39,245 | -0.03% | |
| Wells Fargo & Company/Mn | 0.03% | 6,914,119 | $135,032,732 | $134,998,173 | -$34,559 | -0.03% | |
| Morgan Stanley | 0.01% | 5,958,065 | $116,361,020 | $116,331,219 | -$29,801 | -0.03% | |
| Bank Of America Corp | 0.01% | 4,116,285 | $80,391,040 | $80,370,465 | -$20,575 | -0.03% | |
| Invesco Ltd. | 0.01% | 3,694,133 | $72,146,409 | $72,127,947 | -$18,462 | -0.03% | |
| Raymond James Financial Inc | 0.02% | 3,547,599 | $69,284,610 | $69,266,870 | -$17,740 | -0.03% | |
| Hills Bank & Trust Co | 2.76% | 2,922,854 | $57,083,339 | $57,068,724 | -$14,615 | -0.03% | |
| St. Louis Financial Planners Asset Management, Llc | 27.95% | 2,683,625 | $52,424,621 | $52,397,778 | -$26,843 | -0.05% | |
| Ubs Group Ag | 0.01% | 2,655,680 | $51,865,431 | $51,852,152 | -$13,279 | -0.03% | |
| Mai Capital Management | 0.29% | 2,613,791 | $51,047,333 | $51,034,269 | -$13,064 | -0.03% | |
| Mml Investors Services, Llc | 0.13% | 2,423,681 | $47,334,492 | $47,322,372 | -$12,120 | -0.03% | |
| Fusion Family Wealth, Llc | 3.39% | 2,326,205 | $45,430,775 | $45,419,153 | -$11,622 | -0.03% | |
| Ameriprise Financial Inc | 0.01% | 2,122,697 | $41,455,775 | $41,445,659 | -$10,116 | -0.02% | |
| Osaic Holdings, Inc. | 0.05% | 1,834,898 | $35,840,305 | $35,826,383 | -$13,922 | -0.04% | |
| Tlwm | 5.51% | 1,734,607 | $33,868,198 | $33,868,202 | +$4 | +0.00% | |
| Royal Bank Of Canada | 0.01% | 1,715,826 | $33,510,000 | $33,501,503 | -$8,497 | -0.03% | |
| Sns Financial Group, Llc | 2.53% | 1,502,593 | $29,345,642 | $29,338,128 | -$7,514 | -0.03% | |
| Focus Partners Wealth | 0.03% | 1,458,574 | $28,485,965 | $28,478,657 | -$7,308 | -0.03% | |
| Brookstone Capital Management | 0.28% | 1,446,072 | $28,234,558 | $28,234,556 | -$2 | -0.00% | |
| Envestnet Asset Management Inc | 0.01% | 1,375,702 | $26,867,467 | $26,860,582 | -$6,885 | -0.03% | |
| Moneco Advisors, Llc | 2.06% | 1,358,845 | $26,538,234 | $26,531,449 | -$6,785 | -0.03% | |
| Hudson Capital Management Llc | 6.26% | 1,326,191 | $25,893,885 | $25,893,879 | -$6 | -0.00% | |
| Asset Dedication, Llc | 1.61% | 1,313,287 | $25,641,936 | $25,641,929 | -$7 | -0.00% | |
| Clark Asset Management, Llc | 1.80% | 1,172,878 | $22,900,447 | $22,900,443 | -$4 | -0.00% | |
| Davis R M Inc | 0.36% | 1,040,832 | $20,327,453 | $20,322,245 | -$5,208 | -0.03% | |
| Shufro Rose & Co Llc | 1.36% | 1,021,513 | $19,950,153 | $19,945,041 | -$5,112 | -0.03% | |
| Kestra Advisory Services, Llc | 0.06% | 1,013,481 | $19,788,213 | $19,788,217 | +$4 | +0.00% | |
| Kirr Marbach & Co Llc | 3.24% | 985,723 | $19,246,242 | $19,246,242 | -$0 | -0.00% | |
| Baird Financial Group, Inc. | 0.03% | 907,602 | $17,725,467 | $17,720,929 | -$4,538 | -0.03% | |
| Cornerstone Wealth Management, Llc | 0.65% | 776,783 | $15,166,683 | $15,166,688 | +$5 | +0.00% | |
| Ifs Advisors, Llc | 7.64% | 759,178 | $14,826,761 | $14,822,950 | -$3,811 | -0.03% | |
| Cetera Investment Advisers | 0.01% | 716,112 | $13,985,660 | $13,982,087 | -$3,573 | -0.03% | |
| Atlantic Union Bankshares Corp | 0.26% | 700,055 | $13,672,074 | $13,668,574 | -$3,500 | -0.03% | |
| Stifel Financial Corp | 0.01% | 693,481 | $13,543,650 | $13,540,217 | -$3,433 | -0.03% | |
| Commonwealth Equity Services, Llc | 0.02% | 692,406 | $13,519,222 | $13,519,227 | +$5 | +0.00% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 612,918 | $11,970,280 | $11,967,224 | -$3,056 | -0.03% | |
| Goepper Burkhardt Llc | 4.00% | 612,857 | $11,969,097 | $11,966,033 | -$3,064 | -0.03% | |
| Legacy Private Trust Co. | 0.66% | 606,633 | $11,844,510 | $11,844,509 | -$1 | -0.00% | |
| Sanctuary Advisors, Llc | 0.06% | 603,532 | $11,786,978 | $11,783,962 | -$3,016 | -0.03% | |
| Kestra Private Wealth Services, Llc | 0.13% | 598,395 | $11,683,668 | $11,683,662 | -$6 | -0.00% | |
| Bcs Wealth Management | 1.86% | 529,635 | $10,341,124 | $10,341,123 | -$1 | -0.00% | |
| Cvfg Llc | 1.27% | 521,129 | $10,177,667 | $10,175,044 | -$2,623 | -0.03% | |
| Financial Solutions Advisory Group, Inc. | 1.24% | 503,498 | $9,840,869 | $9,830,798 | -$10,071 | -0.10% | |
| Straight Path Wealth Management | 2.29% | 501,253 | $9,786,959 | $9,786,965 | +$6 | +0.00% | |
| Jones Financial Companies Lllp | 0.00% | 498,192 | $9,722,213 | $9,727,199 | +$4,986 | +0.05% | |
| Independent Advisor Alliance | 0.10% | 493,875 | $9,645,385 | $9,642,909 | -$2,476 | -0.03% | |
| Hengehold Capital Management Llc | 0.74% | 488,624 | $9,540,375 | $9,540,384 | +$9 | +0.00% | |
| Lantz Financial Llc | 1.74% | 488,002 | $9,528,231 | $9,528,239 | +$8 | +0.00% | |
| Matthew Goff Investment Advisor, Llc | 1.57% | 476,260 | $9,298,974 | $9,298,977 | +$3 | +0.00% |
Frequently asked questions about BSCQ
Who owns the most BSCQ stock?
The largest holders of BSCQ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO BULLETSHARES 2026 CO (BSCQ).
Is BSCQ widely held by superinvestors?
Many widely followed stocks like BSCQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSCQ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.