INVESCO BULLETSHARES 2026 MU (BSMQ) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $202.03M 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 $14.42M, representing an estimated loss of -0.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% 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
142
Total Reported Value
$202.03M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$14.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
0
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 | $14,424,491 | -$6,113 | -0.04% | |
| Bank Of America Corp | 0.00% | 554,816 | $13,107,527 | $13,101,980 | -$5,547 | -0.04% | |
| Lpl Financial Llc | 0.00% | 506,513 | $11,966,361 | $11,961,304 | -$5,057 | -0.04% | |
| Ubs Group Ag | 0.00% | 395,328 | $9,339,624 | $9,335,671 | -$3,953 | -0.04% | |
| Invesco Ltd. | 0.00% | 388,103 | $9,168,931 | $9,165,052 | -$3,879 | -0.04% | |
| Truist Financial Corp | 0.01% | 334,424 | $7,900,776 | $7,897,423 | -$3,353 | -0.04% | |
| Raymond James Financial Inc | 0.00% | 285,034 | $6,733,930 | $6,731,078 | -$2,852 | -0.04% | |
| Morgan Stanley | 0.00% | 234,073 | $5,530,009 | $5,527,634 | -$2,375 | -0.04% | |
| Summit Financial, Llc | 0.06% | 213,709 | $5,048,870 | $5,046,738 | -$2,132 | -0.04% | |
| Osaic Holdings, Inc. | 0.01% | 212,923 | $5,031,076 | $5,028,177 | -$2,899 | -0.06% | |
| Envestnet Asset Management Inc | 0.00% | 207,788 | $4,908,991 | $4,906,914 | -$2,077 | -0.04% | |
| Key Financial Inc | 0.81% | 193,618 | $4,574,225 | $4,572,289 | -$1,936 | -0.04% | |
| Integrated Wealth Concepts Llc | 0.04% | 192,852 | $4,556,121 | $4,554,200 | -$1,921 | -0.04% | |
| Atlantic Union Bankshares Corp | 0.08% | 179,385 | $4,237,971 | $4,236,177 | -$1,794 | -0.04% | |
| Hills Bank & Trust Co | 0.19% | 168,625 | $3,983,766 | $3,982,079 | -$1,687 | -0.04% | |
| Hightower Advisors, Llc | 0.00% | 160,563 | $3,793,308 | $3,791,695 | -$1,613 | -0.04% | |
| Oneascent Financial Services Llc | 0.20% | 155,390 | $3,671,083 | $3,669,535 | -$1,548 | -0.04% | |
| Moneco Advisors, Llc | 0.28% | 154,755 | $3,656,082 | $3,654,539 | -$1,543 | -0.04% | |
| Precedent Wealth Partners, Llc | 0.59% | 125,313 | $2,960,519 | $2,959,266 | -$1,253 | -0.04% | |
| Legacy Private Trust Co. | 0.17% | 117,630 | $2,779,008 | $2,777,832 | -$1,176 | -0.04% | |
| Ameriprise Financial Inc | 0.00% | 114,162 | $2,701,805 | $2,695,936 | -$5,869 | -0.22% | |
| Focus Partners Wealth | 0.00% | 113,490 | $2,681,201 | $2,680,066 | -$1,135 | -0.04% | |
| Commonwealth Equity Services, Llc | 0.00% | 112,438 | $2,656,340 | $2,655,223 | -$1,117 | -0.04% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.79% | 98,083 | $2,317,211 | $2,316,230 | -$981 | -0.04% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 96,049 | $2,269,161 | $2,268,197 | -$964 | -0.04% | |
| Paulson Wealth Management Inc. | 0.41% | 73,637 | $1,739,674 | $1,738,938 | -$736 | -0.04% | |
| Signaturefd, Llc | 0.03% | 70,936 | $1,675,863 | $1,675,154 | -$709 | -0.04% | |
| Stifel Financial Corp | 0.00% | 69,495 | $1,641,824 | $1,641,124 | -$700 | -0.04% | |
| Mml Investors Services, Llc | 0.00% | 69,276 | $1,636,642 | $1,635,953 | -$689 | -0.04% | |
| Aptus Capital Advisors, Llc | 0.01% | 67,643 | $1,598,066 | $1,597,389 | -$677 | -0.04% | |
| Pnc Financial Services Group, Inc. | 0.00% | 63,871 | $1,508,958 | $1,508,314 | -$644 | -0.04% | |
| Resonant Capital Advisors, Llc | 0.08% | 63,821 | $1,507,771 | $1,507,133 | -$638 | -0.04% | |
| Farnam Financial Llc | 1.15% | 58,923 | $1,392,056 | $1,391,467 | -$589 | -0.04% | |
| Waverly Advisors, Llc | 0.01% | 52,531 | $1,241,055 | $1,240,520 | -$535 | -0.04% | |
| Cornerstone Wealth Management, Llc | 0.06% | 50,197 | $1,185,898 | $1,185,402 | -$496 | -0.04% | |
| Vestgen Advisors, Llc | 0.03% | 48,812 | $1,150,988 | $1,152,695 | +$1,707 | +0.15% | |
| Voisard Asset Management Group, Inc. | 0.24% | 47,174 | $1,114,486 | $1,114,014 | -$472 | -0.04% | |
| Jones Financial Companies Lllp | 0.00% | 46,807 | $1,103,483 | $1,105,347 | +$1,864 | +0.17% | |
| Pax Financial Group, Llc | 0.19% | 46,122 | $1,089,632 | $1,089,171 | -$461 | -0.04% | |
| Kathmere Capital Management, Llc | 0.06% | 43,009 | $1,016,088 | $1,015,658 | -$430 | -0.04% | |
| Willis Johnson & Associates, Inc. | 0.06% | 42,428 | $1,002,356 | $1,001,937 | -$419 | -0.04% | |
| Astoria Portfolio Advisors Llc. | 0.20% | 40,529 | $955,468 | $957,092 | +$1,624 | +0.17% | |
| Webster Bank, N. A. | 0.09% | 39,131 | $924,470 | $924,079 | -$391 | -0.04% | |
| Vermillion & White Wealth Management Group, Llc | 0.72% | 39,006 | $920,931 | $921,127 | +$196 | +0.02% | |
| Accurate Wealth Management, Llc | 0.11% | 38,661 | $914,333 | $912,980 | -$1,353 | -0.15% | |
| Private Advisor Group, Llc | 0.00% | 38,537 | $910,438 | $910,051 | -$387 | -0.04% | |
| Meridian Wealth Management, Llc | 0.03% | 37,846 | $894,112 | $893,733 | -$379 | -0.04% | |
| Alphastar Capital Management, Llc | 0.06% | 36,120 | $853,346 | $852,974 | -$372 | -0.04% | |
| Sentinel Pension Advisors, Llc | 0.13% | 36,118 | $853,287 | $852,927 | -$360 | -0.04% | |
| Onedigital Investment Advisors Llc | 0.01% | 34,713 | $820,095 | $819,747 | -$348 | -0.04% |
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.