INVESCO BULLETSHARES 2026 MU (BSMQ) Institutional Ownership Changes & 13F Activity

INVESCO BULLETSHARES 2026 MU (BSMQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Bank Of America Corp, Morgan Stanley, Beacon Pointe Advisors, Llc, and Hub Investment Partners, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+5,135+0.8%610,819$14.43MQ1 2026Jul 08, 2026
Hobbs Group Advisors, LlcBuy+6,419+27.3%29,924$706.96KQ1 2026May 20, 2026
Western Wealth Management, LlcSell-5,200-31.7%11,200$264.60KQ1 2026May 19, 2026
Bank Of America CorpBuy+116,540+26.6%554,816$13.11MQ1 2026May 18, 2026
Morgan StanleySell-71,632-23.4%234,073$5.53MQ1 2026May 15, 2026
Beacon Pointe Advisors, LlcBuy+18,387+151.0%30,563$722.04KQ1 2026May 15, 2026
Hub Investment Partners, LlcBuy+15,774—15,774$372.66KQ1 2026May 15, 2026
Citadel Advisors LlcBuy+13,192—13,192$311.66KQ1 2026May 15, 2026
Waverly Advisors, LlcBuy+7,743+17.3%52,531$1.24MQ1 2026May 15, 2026
Integrated Wealth Concepts LlcBuy+6,602+3.5%192,852$4.56MQ1 2026May 15, 2026
Equitable Holdings, Inc.Sell-5,084-16.7%25,270$597.51KQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-4,890-2.2%212,923$5.03MQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+4,553+25.5%22,403$529.29KQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+3,394+7.8%46,807$1.10MQ1 2026May 15, 2026
&PartnersBuy+2,247+28.7%10,079$238.12KQ1 2026May 15, 2026
Royal Bank Of CanadaSell-1,702-12.0%12,450$294.00KQ1 2026May 15, 2026
Summit Financial, LlcBuy+1,690+0.8%213,709$5.05MQ1 2026May 15, 2026
Mai Capital ManagementSell-1,058-75.9%336$7.95KQ1 2026May 15, 2026
Huntington National BankBuy+1,000+7.7%14,041$331.72KQ1 2026May 15, 2026
Focus Partners WealthBuy+960+0.9%113,490$2.68MQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+577+5.3%11,556$273.02KQ1 2026May 15, 2026
Captrust Financial AdvisorsBuy+66+0.2%29,108$687.69KQ1 2026May 15, 2026
Raymond James Financial IncBuy+126,325+79.6%285,034$6.73MQ1 2026May 14, 2026
Vestgen Advisors, LlcSell-12,023-19.8%48,812$1.15MQ1 2026May 14, 2026
Vermillion & White Wealth Management Group, LlcBuy+6,475+19.9%39,006$920.93KQ1 2026May 14, 2026
Capital Analysts, LlcSell-4,560-28.2%11,606$274.00KQ1 2026May 14, 2026
Cwm, LlcSell-23-4.0%554$13.09KQ1 2026May 14, 2026
Crews Bank & TrustBuy+14,400+169.9%22,875$540.42KQ1 2026May 13, 2026
Cetera Investment AdvisersBuy+11,142+47.5%34,618$817.84KQ1 2026May 13, 2026
Lido Advisors, LlcSell-1,081-3.9%26,329$622.02KQ1 2026May 13, 2026
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Frequently asked questions about BSMQ activity

  • Which institutional owners are buying BSMQ?

    Institutional owners buying BSMQ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BSMQ activity?

    "Buy" means an investor increased their reported position in BSMQ compared to the prior reporting period. This reflects growing exposure to INVESCO BULLETSHARES 2026 MU (BSMQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BSMQ increasing?

    Institutional interest in BSMQ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.