INVESCO BULLETSHARES 2026 CB BSCQ
$19.54
+0.1% 52w: $18.71 – $19.54
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data18.7119.1219.54
Jun 20, 2025 Jul 2, 2026
Institutional holders
407
-11 QoQ
13F value
$3.26B
-8.4% QoQ
Smart-money holders
11
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSCQ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Lido Advisors, LLC | Wealth advisor | 53.6M | $1.05B | 4.1% | -7.0% |
| LPL Financial LLC | Bank broker | 7.9M | $153.3M | 0.0% | +2.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 6.9M | $135.0M | 0.0% | -2.3% |
| MORGAN STANLEY | Bank broker | 6.0M | $116.4M | 0.0% | -19.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 4.1M | $80.4M | 0.0% | -23.0% |
| Invesco Ltd. | Index provider | 3.7M | $72.1M | 0.0% | +6.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.5M | $69.3M | 0.0% | -23.5% |
| Hills Bank & Trust Co | Wealth advisor | 2.9M | $57.1M | 2.8% | +3.5% |
| UBS Group AG | Bank broker | 2.7M | $51.9M | 0.0% | -62.7% |
| MAI Capital Management | Wealth advisor | 2.6M | $51.0M | 0.3% | -5.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 2.4M | $47.3M | 0.1% | -7.8% |
| Fusion Family Wealth, LLC | Wealth advisor | 2.3M | $45.4M | 3.4% | +6.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.1M | $41.5M | 0.0% | -5.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.8M | $35.8M | 0.1% | +1.6% |
| ROYAL BANK OF CANADA | Bank broker | 1.7M | $33.5M | 0.0% | +3.1% |
| TLWM | Wealth advisor | 1.7M | $33.3M | 6.0% | +8.0% |
| Brookstone Capital Management | Wealth advisor | 1.5M | $29.9M | 0.3% | +1.4% |
| SNS Financial Group, LLC | Wealth advisor | 1.5M | $29.3M | 2.5% | -16.7% |
| Focus Partners Wealth | Wealth advisor | 1.5M | $28.5M | 0.0% | +132.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.4M | $26.9M | 0.0% | +10.0% |
| Asset Dedication, LLC | Wealth advisor | 1.4M | $26.5M | 1.9% | -4.1% |
| MONECO ADVISORS, LLC | Wealth advisor | 1.4M | $26.5M | 2.1% | +2.1% |
| Hudson Capital Management LLC | Wealth advisor | 1.3M | $25.7M | 6.6% | +5.1% |
| Ironwood Wealth Management, LLC. | Wealth advisor | 1.1M | $20.8M | 6.0% | +0.6% |
| Clark Asset Management, LLC | Wealth advisor | 1.1M | $20.5M | 1.9% | +14.5% |
| DAVIS R M INC | Other | 1.0M | $20.3M | 0.4% | -22.3% |
| KIRR MARBACH & CO LLC /IN/ ★3 | Fundamental concentrated | 1.0M | $20.0M | 3.6% | -0.1% |
| SHUFRO ROSE & CO LLC | Wealth advisor | 1.0M | $20.0M | 1.4% | -14.1% |
| Baird Financial Group, Inc. | Diversified mechanical | 907.6K | $17.7M | 0.0% | -13.7% |
| Thrivent Financial for Lutherans | Diversified mechanical | 877.4K | $17.1M | 0.0% | -3.2% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 771.7K | $15.1M | 0.8% | +8.9% |
| IFS Advisors, LLC | Wealth advisor | 759.2K | $14.8M | 7.6% | +1.2% |
| Cetera Investment Advisers | Wealth advisor | 716.1K | $14.0M | 0.0% | +16.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 711.4K | $13.9M | 0.1% | +22.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 707.3K | $13.8M | 0.0% | +3.1% |
| Atlantic Union Bankshares Corp | Other | 700.1K | $13.7M | 0.3% | +6.2% |
| St. Louis Financial Planners Asset Management, LLC | Other | 699.7K | $13.7M | 7.7% | +14.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 693.5K | $13.5M | 0.0% | -12.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 679.5K | $13.3M | 0.0% | -10.7% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 633.8K | $12.4M | 0.2% | +11.8% |
| Legacy Private Trust Co. | Wealth advisor | 619.0K | $12.1M | 0.7% | -11.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 612.9K | $12.0M | 0.0% | +20.0% |
| Goepper Burkhardt LLC | Wealth advisor | 612.9K | $12.0M | 4.0% | +10.5% |
| Sanctuary Advisors, LLC | Wealth advisor | 603.5K | $11.8M | 0.1% | +11.5% |
| Financial Solutions Advisory Group, Inc. | Wealth advisor | 584.6K | $11.4M | 1.6% | — |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 572.8K | $11.2M | 0.0% | -30.2% |
| BCS Wealth Management | Wealth advisor | 532.8K | $10.4M | 2.1% | -51.5% |
| CVFG LLC | Other | 521.1K | $10.2M | 1.3% | New |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 498.2K | $9.7M | 0.0% | +15.4% |
| Independent Advisor Alliance | Wealth advisor | 493.9K | $9.6M | 0.1% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.