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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Arete Wealth Advisors, Llc | Buy | +27,204 | — | 27,204 | $532.52K | Q4 2025 | Aug 11, 2026 |
| Independent Financial Group, Llc | Buy | +3,108 | +15.6% | 23,034 | $450.89K | Q4 2025 | May 15, 2026 |
| Walsh & Associates, Llc | Buy | +560 | — | 560 | $10.96K | Q4 2025 | May 14, 2026 |
| Northavenue Llc | Buy | +226,138 | — | 226,138 | $4.43M | Q4 2025 | Apr 02, 2026 |
| Beacon Financial Group | Buy | +117,112 | — | 117,112 | $2.29M | Q4 2025 | Apr 01, 2026 |
| Cornerstone Planning, Llc | Buy | +754,394 | — | 754,394 | $14.78M | Q4 2025 | Mar 17, 2026 |
| Anchor Investment Management, Llc | Buy | +1,092,559 | — | 1,092,559 | $21.39M | Q4 2025 | Feb 26, 2026 |
| Tempo Wealth, Llc | Buy | +74,066 | — | 74,066 | $1.45M | Q4 2025 | Feb 25, 2026 |
| Wlth Capital Management, Llc | Buy | +406,811 | — | 406,811 | $7.97M | Q4 2025 | Feb 24, 2026 |
| Astoria Portfolio Advisors Llc. | Buy | +54,278 | — | 54,278 | $1.06M | Q4 2025 | Feb 24, 2026 |
| Compound Planning, Inc. | Buy | +29,710 | — | 29,710 | $581.57K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +4,639,930 | — | 4,639,930 | $90.83M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +760,571 | — | 760,571 | $14.89M | Q4 2025 | Feb 18, 2026 |
| Ark Wealth Advisors Llc | Buy | +352,675 | — | 352,675 | $6.90M | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +260,300 | — | 260,300 | $5.10M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +85,437 | — | 85,437 | $1.67M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +45,743 | — | 45,743 | $895.43K | Q4 2025 | Feb 18, 2026 |
| Vermillion & White Wealth Management Group, Llc | Buy | +36,977 | — | 36,977 | $724.13K | Q4 2025 | Feb 18, 2026 |
| Kintra Wealth, Llc | Buy | +34,058 | — | 34,058 | $666.69K | Q4 2025 | Feb 18, 2026 |
| Summit Global Investments | Buy | +28,294 | — | 28,294 | $554.00K | Q4 2025 | Feb 18, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +26,412 | — | 26,412 | $517.01K | Q4 2025 | Feb 18, 2026 |
| Wealthspire Retirement, Llc | Buy | +24,671 | — | 24,671 | $482.93K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +5,343,911 | — | 5,343,911 | $104.61M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +2,248,915 | — | 2,248,915 | $44.01M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +1,806,268 | — | 1,806,268 | $35.37M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +1,664,596 | — | 1,664,596 | $32.59M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +616,188 | — | 616,188 | $12.06M | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +431,623 | — | 431,623 | $8.45M | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +397,947 | — | 397,947 | $7.79M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +349,585 | — | 349,585 | $6.84M | Q4 2025 | Feb 17, 2026 |
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.