INVESCO BULLETSHARES 2026 CO (BSCQ) Institutional Ownership Changes & 13F Activity

INVESCO BULLETSHARES 2026 CO (BSCQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Raymond James Financial Inc, Ameriprise Financial Inc, Osaic Holdings, Inc., and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Arete Wealth Advisors, LlcBuy+27,204—27,204$532.52KQ4 2025Aug 11, 2026
Independent Financial Group, LlcBuy+3,108+15.6%23,034$450.89KQ4 2025May 15, 2026
Walsh & Associates, LlcBuy+560—560$10.96KQ4 2025May 14, 2026
Northavenue LlcBuy+226,138—226,138$4.43MQ4 2025Apr 02, 2026
Beacon Financial GroupBuy+117,112—117,112$2.29MQ4 2025Apr 01, 2026
Cornerstone Planning, LlcBuy+754,394—754,394$14.78MQ4 2025Mar 17, 2026
Anchor Investment Management, LlcBuy+1,092,559—1,092,559$21.39MQ4 2025Feb 26, 2026
Tempo Wealth, LlcBuy+74,066—74,066$1.45MQ4 2025Feb 25, 2026
Wlth Capital Management, LlcBuy+406,811—406,811$7.97MQ4 2025Feb 24, 2026
Astoria Portfolio Advisors Llc.Buy+54,278—54,278$1.06MQ4 2025Feb 24, 2026
Compound Planning, Inc.Buy+29,710—29,710$581.57KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+4,639,930—4,639,930$90.83MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+760,571—760,571$14.89MQ4 2025Feb 18, 2026
Ark Wealth Advisors LlcBuy+352,675—352,675$6.90MQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+260,300—260,300$5.10MQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+85,437—85,437$1.67MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+45,743—45,743$895.43KQ4 2025Feb 18, 2026
Vermillion & White Wealth Management Group, LlcBuy+36,977—36,977$724.13KQ4 2025Feb 18, 2026
Kintra Wealth, LlcBuy+34,058—34,058$666.69KQ4 2025Feb 18, 2026
Summit Global InvestmentsBuy+28,294—28,294$554.00KQ4 2025Feb 18, 2026
Coastal Bridge Advisors, LlcBuy+26,412—26,412$517.01KQ4 2025Feb 18, 2026
Wealthspire Retirement, LlcBuy+24,671—24,671$482.93KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+5,343,911—5,343,911$104.61MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+2,248,915—2,248,915$44.01MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+1,806,268—1,806,268$35.37MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+1,664,596—1,664,596$32.59MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+616,188—616,188$12.06MQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+431,623—431,623$8.45MQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+397,947—397,947$7.79MQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+349,585—349,585$6.84MQ4 2025Feb 17, 2026
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Frequently asked questions about BSCQ activity

  • Which institutional owners are buying BSCQ?

    Institutional owners buying BSCQ 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 BSCQ activity?

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

  • Is institutional interest in BSCQ increasing?

    Institutional interest in BSCQ 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.

BSCQ Institutional Ownership Changes and 13F Activity Q4 2025 | InsiderSet