Invesco Bulletshares 2029 Mu (BSMT) Held by Superinvestors
INVESCO BULLETSHARES 2029 MU (BSMT) is currently held by 1 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $2.48M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is currently the largest disclosed institutional shareholder of BSMT tracked by InsiderSet, reporting ownership valued at approximately $2.48M in its June 30, 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 $2.45M, representing an estimated loss of -1.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BSMT value among the investors covered in this analysis. Major shareholders include Sequoia Financial Advisors, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2029 MU (BSMT).
This page ranks the largest institutional BSMT 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.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors | 0.01% | 107,886 | $2,484,615 | $2,452,249 | -$32,366 | -1.30% |
Frequently asked questions about BSMT
Who are the largest superinvestors holding BSMT?
The largest superinvestors holding BSMT in the latest SEC Form 13F filings include Sequoia Financial Advisors. InsiderSet ranks these superinvestors by their latest reported BSMT position.
What does the BSMT superinvestors page include?
This page tracks BSMT positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. INVESCO BULLETSHARES 2029 MU (BSMT) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold BSMT?
InsiderSet currently tracks 1 superinvestors reporting BSMT holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own BSMT.
How much BSMT stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $2.48M in BSMT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were BSMT superinvestor holdings last updated?
The latest BSMT superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor BSMT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its BSMT position after the reporting date.
Are superinvestors buying or selling BSMT?
Buying and selling can be analyzed by comparing BSMT positions across consecutive 13F reporting periods. InsiderSet's BSMT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSMT ownership changes.
How have superinvestor BSMT holdings changed over time?
InsiderSet tracks BSMT holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.