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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +5,135 | +0.8% | 610,819 | $14.43M | Q1 2026 | Jul 08, 2026 |
| Hobbs Group Advisors, Llc | Buy | +6,419 | +27.3% | 29,924 | $706.96K | Q1 2026 | May 20, 2026 |
| Western Wealth Management, Llc | Sell | -5,200 | -31.7% | 11,200 | $264.60K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +116,540 | +26.6% | 554,816 | $13.11M | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Sell | -71,632 | -23.4% | 234,073 | $5.53M | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +18,387 | +151.0% | 30,563 | $722.04K | Q1 2026 | May 15, 2026 |
| Hub Investment Partners, Llc | Buy | +15,774 | — | 15,774 | $372.66K | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +13,192 | — | 13,192 | $311.66K | Q1 2026 | May 15, 2026 |
| Waverly Advisors, Llc | Buy | +7,743 | +17.3% | 52,531 | $1.24M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +6,602 | +3.5% | 192,852 | $4.56M | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Sell | -5,084 | -16.7% | 25,270 | $597.51K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -4,890 | -2.2% | 212,923 | $5.03M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +4,553 | +25.5% | 22,403 | $529.29K | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +3,394 | +7.8% | 46,807 | $1.10M | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +2,247 | +28.7% | 10,079 | $238.12K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -1,702 | -12.0% | 12,450 | $294.00K | Q1 2026 | May 15, 2026 |
| Summit Financial, Llc | Buy | +1,690 | +0.8% | 213,709 | $5.05M | Q1 2026 | May 15, 2026 |
| Mai Capital Management | Sell | -1,058 | -75.9% | 336 | $7.95K | Q1 2026 | May 15, 2026 |
| Huntington National Bank | Buy | +1,000 | +7.7% | 14,041 | $331.72K | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Buy | +960 | +0.9% | 113,490 | $2.68M | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +577 | +5.3% | 11,556 | $273.02K | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Buy | +66 | +0.2% | 29,108 | $687.69K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +126,325 | +79.6% | 285,034 | $6.73M | Q1 2026 | May 14, 2026 |
| Vestgen Advisors, Llc | Sell | -12,023 | -19.8% | 48,812 | $1.15M | Q1 2026 | May 14, 2026 |
| Vermillion & White Wealth Management Group, Llc | Buy | +6,475 | +19.9% | 39,006 | $920.93K | Q1 2026 | May 14, 2026 |
| Capital Analysts, Llc | Sell | -4,560 | -28.2% | 11,606 | $274.00K | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Sell | -23 | -4.0% | 554 | $13.09K | Q1 2026 | May 14, 2026 |
| Crews Bank & Trust | Buy | +14,400 | +169.9% | 22,875 | $540.42K | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Buy | +11,142 | +47.5% | 34,618 | $817.84K | Q1 2026 | May 13, 2026 |
| Lido Advisors, Llc | Sell | -1,081 | -3.9% | 26,329 | $622.02K | Q1 2026 | May 13, 2026 |
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.