INVESCO BULLETSHARES 2026 MU (BSMQ) Institutional Shareholders
INVESCO BULLETSHARES 2026 MU (BSMQ) 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 $202.34M in BSMQ holdings during the latest filing period.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of BSMQ tracked by InsiderSet, reporting ownership valued at approximately $12.88M 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 $12.84M, representing an estimated loss of -0.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 39% of the total disclosed BSMQ value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Lpl Financial Llc, Invesco Ltd., and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2026 MU (BSMQ).
This page ranks the largest institutional BSMQ 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
139
Total Reported Value
$202.34M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$12.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
100
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.00% | 547,171 | $12,883,132 | $12,839,368 | -$43,764 | -0.34% | |
| Lpl Financial Llc | 0.00% | 460,854 | $10,850,808 | $10,813,939 | -$36,869 | -0.34% | |
| Invesco Ltd. | 0.00% | 422,368 | $9,944,650 | $9,910,865 | -$33,785 | -0.34% | |
| Bank Of America Corp | 0.00% | 417,403 | $9,827,744 | $9,794,361 | -$33,383 | -0.34% | |
| Truist Financial Corp | 0.01% | 335,727 | $7,904,687 | $7,877,834 | -$26,853 | -0.34% | |
| Key Financial Inc | 1.13% | 292,767 | $6,893,199 | $6,869,778 | -$23,421 | -0.34% | |
| Morgan Stanley | 0.00% | 247,990 | $5,838,934 | $5,819,085 | -$19,849 | -0.34% | |
| Osaic Holdings, Inc. | 0.01% | 220,583 | $5,194,537 | $5,175,980 | -$18,557 | -0.36% | |
| Atlantic Union Bankshares Corp | 0.09% | 220,272 | $5,186,304 | $5,168,682 | -$17,622 | -0.34% | |
| Asset Dedication, Llc | 0.31% | 206,624 | $4,864,968 | $4,848,432 | -$16,536 | -0.34% | |
| Hub Investment Partners, Llc | 0.09% | 201,284 | $4,739,232 | $4,723,129 | -$16,103 | -0.34% | |
| Newedge Advisors, Llc | 0.01% | 197,332 | $4,646,186 | $4,630,395 | -$15,791 | -0.34% | |
| Ubs Group Ag | 0.00% | 189,315 | $4,457,422 | $4,442,276 | -$15,146 | -0.34% | |
| Integrated Wealth Concepts Llc | 0.03% | 179,413 | $4,224,263 | $4,209,926 | -$14,337 | -0.34% | |
| Envestnet Asset Management Inc | 0.00% | 176,914 | $4,165,437 | $4,151,287 | -$14,150 | -0.34% | |
| Thrivent Financial For Lutherans | 0.01% | 169,241 | $3,985,000 | $3,971,240 | -$13,760 | -0.35% | |
| Hills Bank & Trust Co | 0.19% | 168,625 | $3,983,766 | $3,956,786 | -$26,980 | -0.68% | |
| Raymond James Financial Inc | 0.00% | 167,277 | $3,938,538 | $3,925,155 | -$13,383 | -0.34% | |
| Moneco Advisors, Llc | 0.22% | 156,263 | $3,679,213 | $3,666,711 | -$12,502 | -0.34% | |
| Summit Financial, Llc | 0.04% | 154,762 | $3,643,861 | $3,631,490 | -$12,371 | -0.34% | |
| Oneascent Financial Services Llc | 0.16% | 139,089 | $3,274,839 | $3,263,723 | -$11,116 | -0.34% | |
| Precedent Wealth Partners, Llc | 0.50% | 127,638 | $3,005,237 | $2,995,026 | -$10,211 | -0.34% | |
| Ameriprise Financial Inc | 0.00% | 123,166 | $2,899,944 | $2,890,090 | -$9,854 | -0.34% | |
| Financial Solutions Advisory Group, Inc. | 0.33% | 111,930 | $2,639,869 | $2,626,437 | -$13,432 | -0.51% | |
| Commonwealth Equity Services, Llc | 0.00% | 102,872 | $2,422,120 | $2,413,891 | -$8,229 | -0.34% | |
| Legacy Private Trust Co. | 0.13% | 98,376 | $2,316,262 | $2,308,393 | -$7,869 | -0.34% | |
| Mml Investors Services, Llc | 0.00% | 90,628 | $2,133,836 | $2,126,586 | -$7,250 | -0.34% | |
| Stifel Financial Corp | 0.00% | 77,363 | $1,821,513 | $1,815,323 | -$6,190 | -0.34% | |
| Paulson Wealth Management Inc. | 0.36% | 71,908 | $1,693,074 | $1,687,321 | -$5,753 | -0.34% | |
| Signaturefd, Llc | 0.02% | 69,067 | $1,626,183 | $1,620,657 | -$5,526 | -0.34% | |
| Jane Street Group, Llc | 0.00% | 66,923 | $1,575,702 | $1,570,348 | -$5,354 | -0.34% | |
| Aptus Capital Advisors, Llc | 0.01% | 66,518 | $1,566,166 | $1,560,845 | -$5,321 | -0.34% | |
| Farnam Financial Llc | 1.13% | 65,728 | $1,547,566 | $1,542,308 | -$5,258 | -0.34% | |
| Resonant Capital Advisors, Llc | 0.07% | 62,865 | $1,480,156 | $1,475,127 | -$5,029 | -0.34% | |
| Pnc Financial Services Group, Inc. | 0.00% | 56,860 | $1,338,758 | $1,334,220 | -$4,538 | -0.34% | |
| Cornerstone Wealth Management, Llc | 0.05% | 51,997 | $1,224,267 | $1,220,110 | -$4,157 | -0.34% | |
| Farmers National Bank | 0.26% | 51,939 | $1,222,904 | $1,218,749 | -$4,155 | -0.34% | |
| Pax Financial Group, Llc | 0.17% | 47,824 | $1,126,016 | $1,122,190 | -$3,826 | -0.34% | |
| Waverly Advisors, Llc | 0.01% | 47,011 | $1,106,875 | $1,103,113 | -$3,762 | -0.34% | |
| Citadel Advisors Llc | 0.00% | 46,881 | $1,103,813 | $1,100,063 | -$3,750 | -0.34% | |
| Accurate Wealth Management, Llc | 0.10% | 46,651 | $1,099,797 | $1,094,666 | -$5,131 | -0.47% | |
| Jones Financial Companies Lllp | 0.00% | 46,256 | $1,088,631 | $1,085,397 | -$3,234 | -0.30% | |
| Willis Johnson & Associates, Inc. | 0.06% | 42,568 | $1,002,252 | $998,858 | -$3,394 | -0.34% | |
| Kathmere Capital Management, Llc | 0.05% | 42,237 | $994,470 | $991,091 | -$3,379 | -0.34% | |
| Jacobi Capital Management Llc | 0.05% | 41,826 | $984,788 | $981,447 | -$3,341 | -0.34% | |
| Voisard Asset Management Group, Inc. | 0.18% | 41,355 | $973,704 | $970,395 | -$3,309 | -0.34% | |
| Kestra Advisory Services, Llc | 0.00% | 40,648 | $957,060 | $953,805 | -$3,255 | -0.34% | |
| Astoria Portfolio Advisors Llc. | 0.16% | 39,966 | $940,990 | $937,802 | -$3,188 | -0.34% | |
| Private Advisor Group, Llc | 0.00% | 39,171 | $922,274 | $919,148 | -$3,126 | -0.34% | |
| Meridian Wealth Management, Llc | 0.03% | 37,846 | $891,084 | $888,056 | -$3,028 | -0.34% |
Frequently asked questions about BSMQ
Who owns the most BSMQ stock?
The largest holders of BSMQ 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 MU (BSMQ).
Is BSMQ widely held by superinvestors?
Many widely followed stocks like BSMQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSMQ 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.