INVESCO BULLETSHARES 2028 MB BSMS
$23.48
+0.0% 52w: $22.51 – $23.48
Latest 13F among current holders filed 27 days ago (Jun 8, 2026)
Price — last 12 months
research preview data22.5122.9923.48
Jun 20, 2025 Jul 2, 2026
Institutional holders
129
+9 QoQ
13F value
$196.9M
+13.2% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSMS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 511.1K | $12.0M | 0.0% | +6.8% |
| MORGAN STANLEY | Bank broker | 401.5K | $9.4M | 0.0% | +8.9% |
| Invesco Ltd. | Index provider | 397.9K | $9.3M | 0.0% | +5.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 348.4K | $8.1M | 0.0% | +63.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 301.2K | $7.0M | 0.0% | +0.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 292.7K | $6.8M | 0.0% | +13.8% |
| UBS Group AG | Bank broker | 264.4K | $6.2M | 0.0% | +16.6% |
| Hills Bank & Trust Co | Wealth advisor | 246.9K | $5.8M | 0.3% | +13.2% |
| Summit Financial, LLC | Wealth advisor | 217.8K | $5.1M | 0.1% | +0.6% |
| Kathmere Capital Management, LLC | Wealth advisor | 210.9K | $4.9M | 0.3% | -8.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 207.6K | $4.9M | 0.0% | +13.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 197.5K | $4.6M | 0.0% | 0.0% |
| CENTRAL VALLEY ADVISORS, LLC | Wealth advisor | 173.9K | $4.1M | 1.1% | -7.2% |
| PRECEDENT WEALTH PARTNERS, LLC | Wealth advisor | 168.0K | $3.9M | 0.8% | +6.3% |
| Coastline Complete Wealth LLC | Wealth advisor | 166.7K | $3.9M | 2.4% | +132.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 166.6K | $3.9M | 0.0% | -4.5% |
| MONECO ADVISORS, LLC | Wealth advisor | 158.6K | $3.7M | 0.3% | +15.0% |
| Integrated Wealth Concepts LLC | Wealth advisor | 156.0K | $3.7M | 0.0% | +10.4% |
| Atlantic Union Bankshares Corp | Other | 147.2K | $3.4M | 0.1% | +7.2% |
| Key Financial Inc | Wealth advisor | 146.7K | $3.4M | 0.6% | -29.4% |
| Financial Solutions Advisory Group, Inc. | Wealth advisor | 138.4K | $3.2M | 0.4% | — |
| HighTower Advisors, LLC | Diversified mechanical | 129.7K | $3.0M | 0.0% | +10.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 128.5K | $3.0M | 0.0% | +4.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 115.1K | $2.7M | 0.0% | +11.8% |
| Thrivent Financial for Lutherans | Diversified mechanical | 114.1K | $2.7M | 0.0% | +347.3% |
| Invariant Investment Management | Wealth advisor | 112.6K | $2.6M | 1.6% | +0.1% |
| Focus Partners Wealth | Wealth advisor | 109.4K | $2.6M | 0.0% | +1.0% |
| Asset Dedication, LLC | Wealth advisor | 108.6K | $2.5M | 0.2% | -11.0% |
| SIGNATUREFD, LLC | Wealth advisor | 86.9K | $2.0M | 0.0% | +13.8% |
| VestGen Advisors, LLC | Wealth advisor | 85.7K | $2.0M | 0.1% | -0.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 81.3K | $1.9M | 0.0% | -24.1% |
| Clark Asset Management, LLC | Wealth advisor | 80.1K | $1.9M | 0.2% | +23.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 77.6K | $1.8M | 0.0% | +32.6% |
| JANE STREET GROUP, LLC | Market maker | 74.2K | $1.7M | 0.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 72.8K | $1.7M | 0.0% | -21.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 69.6K | $1.6M | 0.0% | +6.4% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 61.4K | $1.4M | 0.1% | +5.8% |
| Paulson Wealth Management Inc. | Wealth advisor | 59.7K | $1.4M | 0.3% | +46.4% |
| Legacy Private Trust Co. | Wealth advisor | 57.1K | $1.3M | 0.1% | +76.0% |
| Lido Advisors, LLC | Wealth advisor | 54.2K | $1.3M | 0.0% | Held |
| Farmers National Bank ★2 | Fundamental diversified | 54.2K | $1.3M | 0.3% | +0.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 53.6K | $1.3M | 0.0% | +10.0% |
| Modern Wealth Management, LLC | Wealth advisor | 48.6K | $1.1M | 0.0% | Held |
| BROWN ADVISORY INC | Diversified mechanical | 47.0K | $1.1M | 0.0% | Held |
| PAX Financial Group, LLC | Wealth advisor | 46.9K | $1.1M | 0.2% | -2.5% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 44.0K | $1.0M | 0.0% | +19.2% |
| Willis Johnson & Associates, Inc. | Wealth advisor | 42.4K | $992K | 0.1% | New |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 41.2K | $964K | 0.0% | +0.2% |
| AlphaStar Capital Management, LLC | Wealth advisor | 39.8K | $930K | 0.1% | +0.1% |
| Accurate Wealth Management, LLC | Other | 36.6K | $860K | 0.1% | +19.4% |
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.