INVESCO BULLETSHARES 2026 HI (BSJQ) Top Institutional Shareholders
INVESCO BULLETSHARES 2026 HI (BSJQ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $730.41M in BSJQ holdings during the latest filing period.
Mirador Capital Partners Lp is currently the largest disclosed institutional shareholder of BSJQ tracked by InsiderSet, reporting ownership valued at approximately $74.74M 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 $74.31M, representing an estimated loss of -0.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed BSJQ value among the investors covered in this analysis. Major shareholders include Mirador Capital Partners Lp, Ubs Group Ag, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2026 HI (BSJQ).
This page ranks the largest institutional BSJQ 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
191
Total Reported Value
$730.41M
Largest Holder
Mirador Capital Partners Lp
Largest Position
$74.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
153
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mirador Capital Partners Lp | 10.59% | 3,225,071 | $74,741,016 | $74,305,636 | -$435,380 | -0.58% | |
| Ubs Group Ag | 0.01% | 2,405,897 | $55,756,663 | $55,431,867 | -$324,796 | -0.58% | |
| Lpl Financial Llc | 0.01% | 2,351,333 | $54,492,132 | $54,174,712 | -$317,420 | -0.58% | |
| Morgan Stanley | 0.00% | 1,463,565 | $33,918,143 | $33,720,538 | -$197,605 | -0.58% | |
| Cetera Investment Advisers | 0.03% | 1,256,808 | $29,126,522 | $28,956,856 | -$169,666 | -0.58% | |
| Wells Fargo & Company/Mn | 0.00% | 1,055,616 | $24,463,907 | $24,321,393 | -$142,514 | -0.58% | |
| Delta Investment Management, Llc | 4.31% | 1,039,243 | $24,084,445 | $23,944,159 | -$140,286 | -0.58% | |
| Jaffetilchin Investment Partners, Llc | 1.41% | 1,021,704 | $23,677,994 | $23,540,060 | -$137,934 | -0.58% | |
| Collective Family Office Llc | 3.96% | 759,334 | $17,597,566 | $17,495,055 | -$102,511 | -0.58% | |
| Osaic Holdings, Inc. | 0.03% | 752,293 | $17,436,447 | $17,332,831 | -$103,616 | -0.59% | |
| Mercer Global Advisors Inc | 0.02% | 623,416 | $14,447,665 | $14,363,505 | -$84,160 | -0.58% | |
| Migdal Insurance & Financial Holdings Ltd. | 0.11% | 547,860 | $12,696,656 | $12,622,694 | -$73,962 | -0.58% | |
| Advisory Alpha, Llc | 0.30% | 473,691 | $10,977,789 | $10,913,841 | -$63,948 | -0.58% | |
| Envestnet Asset Management Inc | 0.00% | 453,955 | $10,520,418 | $10,459,123 | -$61,295 | -0.58% | |
| Larson Financial Group Llc | 0.33% | 445,230 | $10,318,195 | $10,258,099 | -$60,096 | -0.58% | |
| Parkway Wealth Management Group, Llc | 1.29% | 438,485 | $10,192,583 | $10,102,694 | -$89,889 | -0.88% | |
| Cornerstone Planning, Llc | 2.21% | 422,338 | $9,806,468 | $9,730,668 | -$75,800 | -0.77% | |
| Matthew Goff Investment Advisor, Llc | 1.58% | 486,104 | $9,493,610 | $11,199,836 | +$1,706,226 | +17.97% | |
| Ironwood Financial, Llc | 1.62% | 399,427 | $9,256,733 | $9,202,798 | -$53,935 | -0.58% | |
| United Capital Financial Advisors, Llc | 0.06% | 394,158 | $9,140,514 | $9,081,400 | -$59,114 | -0.65% | |
| Ameriprise Financial Inc | 0.00% | 375,681 | $8,700,676 | $8,655,690 | -$44,986 | -0.52% | |
| Leo Wealth, Llc | 0.62% | 369,699 | $8,566,616 | $8,517,865 | -$48,751 | -0.57% | |
| Iht Wealth Management, Llc | 0.19% | 360,465 | $8,353,780 | $8,305,114 | -$48,666 | -0.58% | |
| Avior Wealth Management, Llc | 0.24% | 358,722 | $8,313,387 | $8,264,955 | -$48,432 | -0.58% | |
| Lido Advisors, Llc | 0.03% | 350,008 | $8,111,448 | $8,064,184 | -$47,264 | -0.58% | |
| Ashton Thomas Private Wealth, Llc | 0.19% | 341,778 | $7,920,705 | $7,874,565 | -$46,140 | -0.58% | |
| Verity Asset Management, Inc. | 3.24% | 332,780 | $7,712,211 | $7,667,251 | -$44,960 | -0.58% | |
| Raymond James Financial Inc | 0.00% | 309,441 | $7,171,281 | $7,129,521 | -$41,760 | -0.58% | |
| Commonwealth Equity Services, Llc | 0.01% | 290,494 | $6,732,200 | $6,692,982 | -$39,218 | -0.58% | |
| Mml Investors Services, Llc | 0.02% | 282,000 | $6,535,358 | $6,497,280 | -$38,078 | -0.58% | |
| Sfe Investment Counsel | 0.99% | 267,933 | $6,209,347 | $6,173,176 | -$36,171 | -0.58% | |
| Legacy Financial Group Llc | 0.78% | 266,906 | $6,185,540 | $6,149,514 | -$36,026 | -0.58% | |
| Cwm, Llc | 0.02% | 266,522 | $6,176,658 | $6,140,667 | -$35,991 | -0.58% | |
| Ark Wealth Advisors Llc | 5.20% | 226,372 | $5,246,171 | $5,215,611 | -$30,560 | -0.58% | |
| Banta Asset Management Lp | 5.18% | 222,218 | $5,149,902 | $5,119,903 | -$29,999 | -0.58% | |
| Mgo One Seven Llc | 0.10% | 209,683 | $4,859,415 | $4,831,096 | -$28,319 | -0.58% | |
| Milestone Asset Management, Llc | 0.88% | 206,116 | $4,776,739 | $4,748,913 | -$27,826 | -0.58% | |
| Oder Investment Management, Llc | 3.60% | 202,241 | $4,686,936 | $4,659,633 | -$27,303 | -0.58% | |
| Jones Financial Companies Lllp | 0.00% | 200,603 | $4,630,909 | $4,621,893 | -$9,016 | -0.19% | |
| Howard Wealth Management, Llc | 1.86% | 191,104 | $4,428,848 | $4,403,036 | -$25,812 | -0.58% | |
| Foundations Investment Advisors, Llc | 0.05% | 190,491 | $4,414,620 | $4,388,913 | -$25,707 | -0.58% | |
| Intrua Financial, Llc | 0.43% | 173,100 | $4,011,582 | $3,988,224 | -$23,358 | -0.58% | |
| Stifel Financial Corp | 0.00% | 166,241 | $3,852,762 | $3,830,193 | -$22,569 | -0.59% | |
| Sidoxia Capital Management, Llc | 3.26% | 162,799 | $3,772,867 | $3,750,889 | -$21,978 | -0.58% | |
| Rpg Family Wealth Advisory, Llc | 0.82% | 159,860 | $3,704,764 | $3,683,174 | -$21,590 | -0.58% | |
| Bank Of America Corp | 0.00% | 157,667 | $3,653,938 | $3,632,648 | -$21,290 | -0.58% | |
| Prospera Financial Services Inc | 0.06% | 157,394 | $3,647,798 | $3,626,358 | -$21,440 | -0.59% | |
| Hb Wealth Management, Llc | 0.02% | 155,423 | $3,601,928 | $3,580,946 | -$20,982 | -0.58% | |
| Private Advisor Group, Llc | 0.02% | 152,380 | $3,531,413 | $3,510,835 | -$20,578 | -0.58% | |
| Kestra Advisory Services, Llc | 0.01% | 144,033 | $3,337,966 | $3,318,520 | -$19,446 | -0.58% |
Frequently asked questions about BSJQ
Who owns the most BSJQ stock?
The largest holders of BSJQ 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 HI (BSJQ).
Is BSJQ widely held by superinvestors?
Many widely followed stocks like BSJQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSJQ 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.