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 $216.24M 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 $14.43M 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 $14.38M, representing an estimated loss of -0.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed BSMQ value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Bank Of America Corp, Lpl Financial Llc, 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
$216.24M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$14.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
152
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% | 610,819 | $14,430,604 | $14,381,733 | -$48,871 | -0.34% | |
| Bank Of America Corp | 0.00% | 554,816 | $13,107,527 | $13,063,143 | -$44,384 | -0.34% | |
| Lpl Financial Llc | 0.00% | 506,513 | $11,966,361 | $11,925,849 | -$40,512 | -0.34% | |
| Ubs Group Ag | 0.00% | 395,328 | $9,339,624 | $9,307,998 | -$31,626 | -0.34% | |
| Invesco Ltd. | 0.00% | 388,103 | $9,168,931 | $9,137,885 | -$31,046 | -0.34% | |
| Truist Financial Corp | 0.01% | 335,727 | $7,904,687 | $7,904,692 | +$5 | +0.00% | |
| Key Financial Inc | 1.13% | 292,767 | $6,893,199 | $6,893,199 | +$0 | +0.00% | |
| Raymond James Financial Inc | 0.00% | 285,034 | $6,733,930 | $6,711,126 | -$22,804 | -0.34% | |
| Morgan Stanley | 0.00% | 234,073 | $5,530,009 | $5,511,249 | -$18,760 | -0.34% | |
| Summit Financial, Llc | 0.06% | 213,709 | $5,048,870 | $5,031,778 | -$17,092 | -0.34% | |
| Osaic Holdings, Inc. | 0.01% | 212,923 | $5,031,076 | $5,013,272 | -$17,804 | -0.35% | |
| Asset Dedication, Llc | 0.31% | 206,624 | $4,864,968 | $4,864,962 | -$6 | -0.00% | |
| Hub Investment Partners, Llc | 0.09% | 201,284 | $4,739,232 | $4,739,232 | -$0 | -0.00% | |
| Integrated Wealth Concepts Llc | 0.04% | 192,852 | $4,556,121 | $4,540,700 | -$15,421 | -0.34% | |
| Atlantic Union Bankshares Corp | 0.08% | 179,385 | $4,237,971 | $4,223,620 | -$14,351 | -0.34% | |
| Envestnet Asset Management Inc | 0.00% | 176,914 | $4,165,437 | $4,165,440 | +$3 | +0.00% | |
| Hills Bank & Trust Co | 0.19% | 168,625 | $3,983,766 | $3,970,276 | -$13,490 | -0.34% | |
| Hightower Advisors, Llc | 0.00% | 160,563 | $3,793,308 | $3,780,456 | -$12,852 | -0.34% | |
| Oneascent Financial Services Llc | 0.20% | 155,390 | $3,671,083 | $3,658,658 | -$12,425 | -0.34% | |
| Moneco Advisors, Llc | 0.28% | 154,755 | $3,656,082 | $3,643,706 | -$12,376 | -0.34% | |
| Precedent Wealth Partners, Llc | 0.50% | 127,638 | $3,005,237 | $3,005,237 | -$0 | -0.00% | |
| Ameriprise Financial Inc | 0.00% | 114,162 | $2,701,805 | $2,687,944 | -$13,861 | -0.51% | |
| Focus Partners Wealth | 0.00% | 113,490 | $2,681,201 | $2,672,122 | -$9,079 | -0.34% | |
| Financial Solutions Advisory Group, Inc. | 0.33% | 111,930 | $2,639,869 | $2,635,392 | -$4,477 | -0.17% | |
| Commonwealth Equity Services, Llc | 0.00% | 102,872 | $2,422,120 | $2,422,121 | +$1 | +0.00% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.79% | 98,083 | $2,317,211 | $2,309,364 | -$7,847 | -0.34% | |
| Legacy Private Trust Co. | 0.13% | 98,376 | $2,316,262 | $2,316,263 | +$1 | +0.00% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 96,049 | $2,269,161 | $2,261,474 | -$7,687 | -0.34% | |
| Paulson Wealth Management Inc. | 0.41% | 73,637 | $1,739,674 | $1,733,783 | -$5,891 | -0.34% | |
| Stifel Financial Corp | 0.00% | 69,495 | $1,641,824 | $1,636,260 | -$5,564 | -0.34% | |
| Mml Investors Services, Llc | 0.00% | 69,276 | $1,636,642 | $1,631,103 | -$5,539 | -0.34% | |
| Signaturefd, Llc | 0.02% | 69,067 | $1,626,183 | $1,626,183 | -$0 | -0.00% | |
| Aptus Capital Advisors, Llc | 0.01% | 67,643 | $1,598,066 | $1,592,654 | -$5,412 | -0.34% | |
| Farnam Financial Llc | 1.13% | 65,728 | $1,547,566 | $1,547,566 | -$0 | -0.00% | |
| Pnc Financial Services Group, Inc. | 0.00% | 63,871 | $1,508,958 | $1,503,843 | -$5,115 | -0.34% | |
| Resonant Capital Advisors, Llc | 0.07% | 62,865 | $1,480,156 | $1,480,156 | +$0 | +0.00% | |
| Waverly Advisors, Llc | 0.01% | 52,531 | $1,241,055 | $1,236,842 | -$4,213 | -0.34% | |
| Cornerstone Wealth Management, Llc | 0.05% | 51,997 | $1,224,267 | $1,224,269 | +$2 | +0.00% | |
| Vestgen Advisors, Llc | 0.03% | 48,812 | $1,150,988 | $1,149,279 | -$1,709 | -0.15% | |
| Jones Financial Companies Lllp | 0.00% | 46,807 | $1,103,483 | $1,102,071 | -$1,412 | -0.13% | |
| Accurate Wealth Management, Llc | 0.10% | 46,651 | $1,099,797 | $1,098,398 | -$1,399 | -0.13% | |
| Pax Financial Group, Llc | 0.19% | 46,122 | $1,089,632 | $1,085,942 | -$3,690 | -0.34% | |
| Willis Johnson & Associates, Inc. | 0.06% | 42,428 | $1,002,356 | $998,967 | -$3,389 | -0.34% | |
| Kathmere Capital Management, Llc | 0.05% | 42,237 | $994,470 | $994,470 | +$0 | +0.00% | |
| Jacobi Capital Management Llc | 0.05% | 41,826 | $984,788 | $984,793 | +$5 | +0.00% | |
| Voisard Asset Management Group, Inc. | 0.18% | 41,355 | $973,704 | $973,703 | -$1 | -0.00% | |
| Kestra Advisory Services, Llc | 0.00% | 40,648 | $957,060 | $957,057 | -$3 | -0.00% | |
| Astoria Portfolio Advisors Llc. | 0.16% | 39,966 | $940,990 | $940,999 | +$9 | +0.00% | |
| Private Advisor Group, Llc | 0.00% | 39,171 | $922,274 | $922,281 | +$7 | +0.00% | |
| Vermillion & White Wealth Management Group, Llc | 0.72% | 39,006 | $920,931 | $918,396 | -$2,535 | -0.28% |
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.