INVESCO BULLETSHARES 2027 MU (BSMR) Institutional Ownership and Insiders Activity
INVESCO BULLETSHARES 2027 MU (BSMR) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $540,411 based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $540,411 in BSMR holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
1
Total Reported Value
$540,411
Largest Holder
Sequoia Financial Advisors
Largest Position
$540,411
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Sequoia Financial Advisors$540,411
Related BSMR Institutional Insights:
- BSMR Institutional Ownership & Insiders Activity
- BSMR Institutional Ownership & 13F Activity
- BSMR Top Institutional Shareholders
- BSMR Institutional Buying Activity
- BSMR Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- BSMR Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings