INVESCO BULLETSHARES 2030 MU (BSMU) Institutional Shareholders
INVESCO BULLETSHARES 2030 MU (BSMU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $161.79M in BSMU holdings during the latest filing period.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of BSMU tracked by InsiderSet, reporting ownership valued at approximately $11.32M 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 $11.22M, representing an estimated loss of -0.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed BSMU value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Hills Bank & Trust Co, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2030 MU (BSMU).
This page ranks the largest institutional BSMU 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
98
Total Reported Value
$161.79M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$11.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
115
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% | 518,802 | $11,316,835 | $11,224,489 | -$92,346 | -0.82% | |
| Hills Bank & Trust Co | 0.49% | 460,879 | $10,053,338 | $9,971,302 | -$82,036 | -0.82% | |
| Lpl Financial Llc | 0.00% | 434,624 | $9,480,623 | $9,403,264 | -$77,359 | -0.82% | |
| Morgan Stanley | 0.00% | 340,961 | $7,437,521 | $7,376,828 | -$60,693 | -0.82% | |
| Invesco Ltd. | 0.00% | 332,099 | $7,244,212 | $7,185,095 | -$59,117 | -0.82% | |
| Ubs Group Ag | 0.00% | 295,973 | $6,456,059 | $6,403,494 | -$52,565 | -0.81% | |
| Stratos Wealth Advisors, Llc | 0.40% | 295,609 | $6,448,249 | $6,395,619 | -$52,630 | -0.82% | |
| Kathmere Capital Management, Llc | 0.32% | 275,686 | $6,042,624 | $5,964,577 | -$78,047 | -1.29% | |
| Bank Of America Corp | 0.00% | 267,567 | $5,836,439 | $5,788,919 | -$47,520 | -0.81% | |
| Raymond James Financial Inc | 0.00% | 229,396 | $5,003,891 | $4,963,074 | -$40,817 | -0.82% | |
| Hightower Advisors, Llc | 0.00% | 209,156 | $4,562,404 | $4,525,174 | -$37,230 | -0.82% | |
| Atlantic Union Bankshares Corp | 0.08% | 202,583 | $4,419,023 | $4,382,964 | -$36,059 | -0.82% | |
| Lido Advisors, Llc | 0.02% | 201,800 | $4,401,944 | $4,366,024 | -$35,920 | -0.82% | |
| Precedent Wealth Partners, Llc | 0.73% | 199,682 | $4,376,730 | $4,320,200 | -$56,530 | -1.29% | |
| Legacy Private Trust Co. | 0.22% | 182,183 | $3,993,178 | $3,941,602 | -$51,576 | -1.29% | |
| Central Valley Advisors, Llc | 0.98% | 173,734 | $3,807,990 | $3,758,805 | -$49,185 | -1.29% | |
| Moneco Advisors, Llc | 0.28% | 162,700 | $3,549,046 | $3,520,080 | -$28,966 | -0.82% | |
| Kestra Advisory Services, Llc | 0.01% | 136,072 | $2,982,486 | $2,943,972 | -$38,514 | -1.29% | |
| Jones Financial Companies Lllp | 0.00% | 118,820 | $2,586,117 | $2,570,718 | -$15,399 | -0.60% | |
| Parkway Wealth Management Group, Llc | 0.29% | 116,372 | $2,550,707 | $2,517,755 | -$32,952 | -1.29% | |
| Confluence Investment Management Llc | 0.04% | 114,674 | $2,513,482 | $2,481,018 | -$32,464 | -1.29% | |
| Envestnet Asset Management Inc | 0.00% | 112,964 | $2,475,999 | $2,444,021 | -$31,978 | -1.29% | |
| Clark Asset Management, Llc | 0.19% | 112,774 | $2,471,841 | $2,439,911 | -$31,930 | -1.29% | |
| Insight Wealth Partners, Llc | 0.91% | 103,724 | $2,262,573 | $2,244,110 | -$18,463 | -0.82% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 95,559 | $2,084,470 | $2,067,457 | -$17,013 | -0.82% | |
| Key Financial Inc | 0.29% | 81,108 | $1,777,766 | $1,754,804 | -$22,962 | -1.29% | |
| Envision Financial Planning, Llc | 0.63% | 80,344 | $1,752,593 | $1,738,275 | -$14,318 | -0.82% | |
| Commonwealth Equity Services, Llc | 0.00% | 73,780 | $1,617,140 | $1,596,260 | -$20,880 | -1.29% | |
| Osaic Holdings, Inc. | 0.00% | 66,647 | $1,453,559 | $1,441,935 | -$11,624 | -0.80% | |
| Asset Dedication, Llc | 0.09% | 64,841 | $1,421,218 | $1,402,861 | -$18,357 | -1.29% | |
| Vestgen Advisors, Llc | 0.04% | 64,286 | $1,409,143 | $1,390,853 | -$18,290 | -1.30% | |
| Mml Investors Services, Llc | 0.00% | 56,879 | $1,240,716 | $1,230,600 | -$10,116 | -0.82% | |
| Mission Wealth Management, Lp | 0.01% | 50,984 | $1,117,494 | $1,103,059 | -$14,435 | -1.29% | |
| Signaturefd, Llc | 0.01% | 50,295 | $1,102,391 | $1,088,152 | -$14,239 | -1.29% | |
| Integrated Wealth Concepts Llc | 0.01% | 48,315 | $1,053,917 | $1,045,314 | -$8,603 | -0.82% | |
| Huntington National Bank | 0.01% | 45,759 | $998,159 | $990,014 | -$8,145 | -0.82% | |
| Jacobi Capital Management Llc | 0.05% | 44,929 | $984,787 | $972,057 | -$12,730 | -1.29% | |
| Willis Johnson & Associates, Inc. | 0.06% | 45,023 | $982,109 | $974,091 | -$8,018 | -0.82% | |
| Captrust Financial Advisors | 0.00% | 43,232 | $943,038 | $935,342 | -$7,696 | -0.82% | |
| Fourpath Capital Management, Llc | 0.12% | 40,000 | $876,740 | $865,416 | -$11,324 | -1.29% | |
| Sarver Vrooman Wealth Advisors | 0.51% | 39,012 | $853,973 | $844,040 | -$9,933 | -1.16% | |
| Alphastar Capital Management, Llc | 0.05% | 35,513 | $778,392 | $768,338 | -$10,054 | -1.29% | |
| Paulson Wealth Management Inc. | 0.18% | 34,271 | $747,567 | $741,467 | -$6,100 | -0.82% | |
| Marietta Wealth Management, Llc | 0.07% | 32,644 | $715,508 | $706,266 | -$9,242 | -1.29% | |
| Stifel Financial Corp | 0.00% | 32,580 | $710,677 | $704,881 | -$5,796 | -0.82% | |
| Wedmont Private Capital | 0.02% | 32,350 | $707,980 | $699,905 | -$8,075 | -1.14% | |
| Addison Advisors Llc | 0.14% | 30,061 | $655,733 | $650,382 | -$5,351 | -0.82% | |
| Sax Wealth Advisors, Llc | 0.03% | 29,962 | $653,573 | $648,240 | -$5,333 | -0.82% | |
| Harbour Investments, Inc. | 0.01% | 28,664 | $625,267 | $620,157 | -$5,110 | -0.82% | |
| Howard Wealth Management, Llc | 0.23% | 28,390 | $622,266 | $614,229 | -$8,037 | -1.29% |
Frequently asked questions about BSMU
Who owns the most BSMU stock?
The largest holders of BSMU 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 2030 MU (BSMU).
Is BSMU widely held by superinvestors?
Many widely followed stocks like BSMU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSMU 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.