INVESCO BULLETSHARES 2027 MB BSMR
$23.63
+0.0% 52w: $22.75 – $23.66
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data22.7523.2023.66
Jun 20, 2025 Jul 2, 2026
Institutional holders
142
+5 QoQ
13F value
$236.2M
+11.8% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSMR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 563.8K | $13.3M | 0.0% | +2.5% |
| LPL Financial LLC | Bank broker | 500.1K | $11.8M | 0.0% | +12.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 466.7K | $11.0M | 0.0% | +63.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 462.6K | $10.9M | 0.0% | +3.0% |
| Invesco Ltd. | Index provider | 394.9K | $9.3M | 0.0% | +6.8% |
| Financial Solutions Advisory Group, Inc. | Wealth advisor | 344.8K | $8.2M | 1.1% | — |
| Key Financial Inc | Wealth advisor | 342.1K | $8.1M | 1.4% | +10.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 332.7K | $7.9M | 0.0% | +65.6% |
| UBS Group AG | Bank broker | 254.2K | $6.0M | 0.0% | +29.4% |
| HighTower Advisors, LLC | Diversified mechanical | 230.7K | $5.5M | 0.0% | +44.6% |
| Hills Bank & Trust Co | Wealth advisor | 230.4K | $5.5M | 0.3% | +11.5% |
| Summit Financial, LLC | Wealth advisor | 216.0K | $5.1M | 0.1% | +0.7% |
| Atlantic Union Bankshares Corp | Other | 214.5K | $5.1M | 0.1% | +5.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 203.6K | $4.8M | 0.0% | +11.4% |
| Integrated Wealth Concepts LLC | Wealth advisor | 196.5K | $4.6M | 0.0% | +14.1% |
| Avior Wealth Management, LLC | Wealth advisor | 182.5K | $4.3M | 0.1% | -4.5% |
| Thrivent Financial for Lutherans | Diversified mechanical | 176.5K | $4.2M | 0.0% | +73.6% |
| PRECEDENT WEALTH PARTNERS, LLC | Wealth advisor | 171.9K | $4.1M | 0.8% | +8.9% |
| CENTRAL VALLEY ADVISORS, LLC | Wealth advisor | 169.5K | $4.0M | 1.1% | -8.0% |
| Coastline Complete Wealth LLC | Wealth advisor | 166.2K | $3.9M | 2.4% | +6.7% |
| Sanctuary Advisors, LLC | Wealth advisor | 158.2K | $3.7M | 0.0% | -15.5% |
| MONECO ADVISORS, LLC | Wealth advisor | 150.4K | $3.6M | 0.3% | +11.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 138.5K | $3.3M | 0.0% | +7.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 124.7K | $3.0M | 0.0% | +7.9% |
| Asset Dedication, LLC | Wealth advisor | 121.7K | $2.9M | 0.2% | -12.2% |
| Focus Partners Wealth | Wealth advisor | 112.9K | $2.7M | 0.0% | +0.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 108.9K | $2.5M | 0.0% | +45.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 105.0K | $2.5M | 0.0% | -5.0% |
| Kathmere Capital Management, LLC | Wealth advisor | 104.4K | $2.5M | 0.2% | -17.2% |
| Thomas J. Herzfeld Advisors, Inc. ★2 | Fundamental diversified | 96.2K | $2.3M | 0.8% | New |
| VestGen Advisors, LLC | Wealth advisor | 92.6K | $2.2M | 0.1% | -4.1% |
| SIGNATUREFD, LLC | Wealth advisor | 90.1K | $2.1M | 0.0% | +2.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 83.5K | $2.0M | 0.0% | +56.6% |
| Paulson Wealth Management Inc. | Wealth advisor | 78.5K | $1.9M | 0.4% | +31.6% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 71.0K | $1.7M | 0.1% | +4.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 69.5K | $1.6M | 0.0% | -21.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 69.2K | $1.6M | 0.0% | +24.1% |
| Equitable Holdings, Inc. | Wealth advisor | 69.0K | $1.6M | 0.0% | +2.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 68.8K | $1.6M | 0.0% | -10.2% |
| ROYAL BANK OF CANADA | Bank broker | 67.9K | $1.6M | 0.0% | +4.5% |
| Legacy Private Trust Co. | Wealth advisor | 57.5K | $1.4M | 0.1% | +74.3% |
| Aptus Capital Advisors, LLC | Wealth advisor | 54.1K | $1.3M | 0.0% | +24.7% |
| Private Advisor Group, LLC | Wealth advisor | 53.3K | $1.3M | 0.0% | +97.2% |
| Farmers National Bank ★2 | Fundamental diversified | 51.3K | $1.2M | 0.3% | +0.6% |
| Farnam Financial LLC | Wealth advisor | 49.4K | $1.2M | 1.0% | +4.4% |
| Astoria Portfolio Advisors LLC. | Wealth advisor | 48.3K | $1.1M | 0.2% | 0.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 48.0K | $1.1M | 0.0% | +6.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 47.2K | $1.1M | 0.0% | +0.1% |
| PAX Financial Group, LLC | Wealth advisor | 47.2K | $1.1M | 0.2% | +0.3% |
| Clark Asset Management, LLC | Wealth advisor | 47.1K | $1.1M | 0.1% | +0.4% |
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.