INVESCO BULLETSHARES 2026 HI (BSJQ) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $629.59M 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 $62.32M in its June 30, 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 $62.24M, representing an estimated loss of -0.13% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed BSJQ value among the investors covered in this analysis. Major shareholders include Mirador Capital Partners Lp, Lpl Financial Llc, Morgan Stanley, 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

188

Total Reported Value

$629.59M

Largest Holder

Mirador Capital Partners Lp

Largest Position

$62.32M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

35

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Mirador Capital Partners Lp7.63%2,714,747$62,317,011$62,235,575-$81,436-0.13%
Lpl Financial Llc0.01%1,925,101$44,190,693$44,132,940-$57,753-0.13%
Morgan Stanley0.00%1,362,754$31,282,024$31,241,135-$40,889-0.13%
Cetera Investment Advisers0.03%1,236,482$28,383,457$28,346,350-$37,107-0.13%
Jaffetilchin Investment Partners, Llc1.41%1,021,704$23,677,994$23,422,564-$255,430-1.08%
Wells Fargo & Company/Mn0.00%924,269$21,216,608$21,188,867-$27,741-0.13%
Osaic Holdings, Inc.0.02%845,074$19,402,584$19,373,321-$29,263-0.15%
Citadel Advisors Llc0.01%830,303$19,059,605$19,034,696-$24,909-0.13%
Collective Family Office Llc3.13%666,309$15,295,124$15,275,134-$19,990-0.13%
Mercer Global Advisors Inc0.02%598,587$13,740,572$13,722,607-$17,965-0.13%
Ubs Group Ag0.00%598,155$13,730,648$13,712,703-$17,945-0.13%
Migdal Insurance & Financial Holdings Ltd.0.08%560,867$12,874,610$12,857,876-$16,734-0.13%
Advisory Alpha, Llc0.29%507,769$11,655,858$11,640,604-$15,254-0.13%
Parkway Wealth Management Group, Llc1.17%441,155$10,126,723$10,113,478-$13,245-0.13%
Envestnet Asset Management Inc0.00%432,891$9,937,018$9,924,026-$12,992-0.13%
Cornerstone Planning, Llc2.27%428,119$9,827,482$9,814,628-$12,854-0.13%
United Capital Financial Advisors, Llc0.05%377,575$8,669,129$8,655,907-$13,222-0.15%
Leo Wealth, Llc0.62%369,699$8,566,616$8,475,350-$91,266-1.07%
Delta Investment Management, Llc1.37%361,418$8,296,351$8,285,508-$10,843-0.13%
Lido Advisors, Llc0.03%346,898$7,963,061$7,952,637-$10,424-0.13%
Ashton Thomas Private Wealth, Llc0.16%340,946$7,826,416$7,816,187-$10,229-0.13%
Larson Financial Group Llc0.20%329,412$7,561,658$7,551,770-$9,888-0.13%
Mml Investors Services, Llc0.02%320,516$7,357,451$7,347,829-$9,622-0.13%
Verity Asset Management, Inc.2.71%311,813$7,157,662$7,148,313-$9,349-0.13%
Commonwealth Equity Services, Llc0.01%293,559$6,738,660$6,729,840-$8,820-0.13%
Bank Of Montreal0.00%293,250$6,731,554$6,722,756-$8,798-0.13%
Raymond James Financial Inc0.00%273,030$6,267,415$6,259,213-$8,202-0.13%
Cwm, Llc0.02%266,522$6,176,658$6,110,017-$66,641-1.08%
Iht Wealth Management, Llc0.12%255,611$5,867,562$5,859,882-$7,680-0.13%
Ameriprise Financial Inc0.00%230,792$5,297,819$5,290,907-$6,912-0.13%
Ironwood Financial, Llc0.83%230,453$5,286,586$5,283,135-$3,451-0.07%
Mgo One Seven Llc0.09%226,152$5,191,314$5,184,535-$6,779-0.13%
Milestone Asset Management, Llc0.80%221,775$5,090,846$5,084,192-$6,654-0.13%
Kestra Advisory Services, Llc0.02%216,754$4,975,587$4,969,085-$6,502-0.13%
Howard Wealth Management, Llc1.79%211,404$4,852,787$4,846,437-$6,350-0.13%
Jones Financial Companies Lllp0.00%209,063$4,796,954$4,792,769-$4,185-0.09%
Banta Asset Management Lp4.06%197,933$4,543,552$4,537,614-$5,938-0.13%
Foundations Investment Advisors, Llc0.05%196,417$4,508,761$4,502,860-$5,901-0.13%
Oder Investment Management, Llc2.92%189,443$4,348,668$4,342,981-$5,687-0.13%
Ark Wealth Advisors Llc3.64%178,694$4,101,921$4,096,560-$5,361-0.13%
Evexia Wealth Llc1.09%175,895$4,027,994$4,032,393+$4,399+0.11%
Stifel Financial Corp0.00%171,667$3,940,595$3,935,466-$5,129-0.13%
Sfe Investment Counsel0.53%166,621$3,824,785$3,819,786-$4,999-0.13%
Rpg Family Wealth Advisory, Llc0.67%162,149$3,722,138$3,717,266-$4,872-0.13%
Sidoxia Capital Management, Llc2.67%158,727$3,643,578$3,638,816-$4,762-0.13%
Hb Wealth Management, Llc0.02%155,441$3,568,148$3,563,485-$4,663-0.13%
Pacific Wealth Strategies Group, Inc.2.05%155,192$3,562,433$3,557,777-$4,656-0.13%
Prospera Financial Services Inc0.05%155,011$3,558,517$3,553,627-$4,890-0.14%
Bank Of America Corp0.00%153,950$3,533,931$3,529,304-$4,627-0.13%
Legacy Financial Group Llc0.38%147,878$3,394,530$3,390,103-$4,427-0.13%
Showing 50 of 188

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.