INVESCO BULLETSHARES 2026 MB BSMQ
$23.55
+0.0% 52w: $22.85 – $23.58
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data22.8523.2123.58
Jun 20, 2025 Jul 2, 2026
Institutional holders
145
-3 QoQ
13F value
$219.8M
+1.8% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSMQ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | Bank broker | 610.8K | $14.4M | 0.0% | +0.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 554.8K | $13.1M | 0.0% | +26.6% |
| LPL Financial LLC | Bank broker | 506.5K | $12.0M | 0.0% | -4.6% |
| UBS Group AG | Bank broker | 395.3K | $9.3M | 0.0% | +78.5% |
| Invesco Ltd. | Index provider | 388.1K | $9.2M | 0.0% | +2.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 334.4K | $7.9M | 0.0% | +8.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 285.0K | $6.7M | 0.0% | +79.6% |
| MORGAN STANLEY | Bank broker | 234.1K | $5.5M | 0.0% | -23.4% |
| Summit Financial, LLC | Wealth advisor | 213.7K | $5.0M | 0.1% | +0.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 212.9K | $5.0M | 0.0% | -2.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 207.8K | $4.9M | 0.0% | +18.7% |
| Asset Dedication, LLC | Wealth advisor | 204.3K | $4.8M | 0.3% | +12.8% |
| Key Financial Inc | Wealth advisor | 193.6K | $4.6M | 0.8% | +53.4% |
| Integrated Wealth Concepts LLC | Wealth advisor | 192.9K | $4.6M | 0.0% | +3.5% |
| NewEdge Advisors, LLC | Diversified mechanical | 183.2K | $4.3M | 0.0% | +6.0% |
| Atlantic Union Bankshares Corp | Other | 179.4K | $4.2M | 0.1% | +6.8% |
| Hills Bank & Trust Co | Wealth advisor | 168.6K | $4.0M | 0.2% | -17.6% |
| Financial Solutions Advisory Group, Inc. | Wealth advisor | 163.9K | $3.9M | 0.5% | — |
| HighTower Advisors, LLC | Diversified mechanical | 160.6K | $3.8M | 0.0% | -1.6% |
| Thrivent Financial for Lutherans | Diversified mechanical | 155.9K | $3.7M | 0.0% | +14.3% |
| OneAscent Financial Services LLC | Wealth advisor | 155.4K | $3.7M | 0.2% | New |
| MONECO ADVISORS, LLC | Wealth advisor | 154.8K | $3.7M | 0.3% | +8.0% |
| PRECEDENT WEALTH PARTNERS, LLC | Wealth advisor | 125.3K | $3.0M | 0.6% | +2.4% |
| Legacy Private Trust Co. | Wealth advisor | 117.6K | $2.8M | 0.2% | +21.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 114.2K | $2.7M | 0.0% | +32.8% |
| Focus Partners Wealth | Wealth advisor | 113.5K | $2.7M | 0.0% | +0.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 112.4K | $2.7M | 0.0% | +1.7% |
| Thomas J. Herzfeld Advisors, Inc. ★2 | Fundamental diversified | 98.1K | $2.3M | 0.8% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 96.0K | $2.3M | 0.0% | +9.1% |
| Paulson Wealth Management Inc. | Wealth advisor | 73.6K | $1.7M | 0.4% | +27.3% |
| SIGNATUREFD, LLC | Wealth advisor | 70.9K | $1.7M | 0.0% | +5.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 69.5K | $1.6M | 0.0% | -6.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 69.3K | $1.6M | 0.0% | -23.9% |
| Aptus Capital Advisors, LLC | Wealth advisor | 67.6K | $1.6M | 0.0% | +9.7% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 63.9K | $1.5M | 0.0% | +2.2% |
| Resonant Capital Advisors, LLC | Wealth advisor | 63.8K | $1.5M | 0.1% | -1.3% |
| Farnam Financial LLC | Wealth advisor | 58.9K | $1.4M | 1.1% | +4.7% |
| Farmers National Bank ★2 | Fundamental diversified | 54.2K | $1.3M | 0.3% | -14.8% |
| Waverly Advisors, LLC | Wealth advisor | 52.5K | $1.2M | 0.0% | +17.3% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 50.2K | $1.2M | 0.1% | 0.0% |
| VestGen Advisors, LLC | Wealth advisor | 48.8K | $1.2M | 0.0% | -19.8% |
| VOISARD ASSET MANAGEMENT GROUP, INC. | Wealth advisor | 47.2K | $1.1M | 0.2% | +4.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 46.8K | $1.1M | 0.0% | +7.8% |
| PAX Financial Group, LLC | Wealth advisor | 46.1K | $1.1M | 0.2% | -2.2% |
| Kathmere Capital Management, LLC | Wealth advisor | 43.0K | $1.0M | 0.1% | -24.0% |
| Willis Johnson & Associates, Inc. | Wealth advisor | 42.4K | $1.0M | 0.1% | New |
| Astoria Portfolio Advisors LLC. | Wealth advisor | 40.5K | $955K | 0.2% | +0.2% |
| WEBSTER BANK, N. A. | Other | 39.1K | $924K | 0.1% | -1.6% |
| Accurate Wealth Management, LLC | Other | 38.7K | $914K | 0.1% | +15.3% |
| Private Advisor Group, LLC | Wealth advisor | 38.5K | $910K | 0.0% | +11.6% |
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.