INVESCO BULLETSHARES 2029 MB BSMT
$23.02
+0.0% 52w: $22.03 – $23.17
Latest 13F among current holders filed 27 days ago (Jun 8, 2026)
Price — last 12 months
research preview data22.0322.6023.17
Jun 20, 2025 Jul 2, 2026
Institutional holders
115
+7 QoQ
13F value
$200.3M
+21.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSMT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Elequin Capital, LP | Wealth advisor | 943.4K | $22.1M | 6.2% | +1110.4% |
| Hills Bank & Trust Co | Wealth advisor | 659.3K | $15.2M | 0.7% | +4.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 586.7K | $13.5M | 0.0% | +1.3% |
| LPL Financial LLC | Bank broker | 299.6K | $6.9M | 0.0% | +10.2% |
| Invesco Ltd. | Index provider | 296.1K | $6.8M | 0.0% | +5.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 291.8K | $6.7M | 0.0% | +10.2% |
| Kathmere Capital Management, LLC | Wealth advisor | 251.8K | $5.8M | 0.4% | -7.7% |
| MORGAN STANLEY | Bank broker | 245.1K | $5.6M | 0.0% | -1.7% |
| UBS Group AG | Bank broker | 233.9K | $5.4M | 0.0% | +29.5% |
| Avior Wealth Management, LLC | Wealth advisor | 229.7K | $5.3M | 0.1% | +13.8% |
| HighTower Advisors, LLC | Diversified mechanical | 221.1K | $5.1M | 0.0% | +10.5% |
| NewEdge Advisors, LLC | Diversified mechanical | 199.5K | $4.6M | 0.0% | +16.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 199.4K | $4.6M | 0.0% | -0.9% |
| Atlantic Union Bankshares Corp | Other | 190.6K | $4.4M | 0.1% | +7.7% |
| CENTRAL VALLEY ADVISORS, LLC | Wealth advisor | 176.5K | $4.1M | 1.1% | -7.2% |
| PRECEDENT WEALTH PARTNERS, LLC | Wealth advisor | 166.3K | $3.8M | 0.8% | +8.4% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 160.2K | $3.7M | 0.0% | -5.4% |
| MONECO ADVISORS, LLC | Wealth advisor | 153.2K | $3.5M | 0.3% | +14.9% |
| Integrated Wealth Concepts LLC | Wealth advisor | 135.4K | $3.1M | 0.0% | +19.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 118.4K | $2.7M | 0.0% | +25.7% |
| Key Financial Inc | Wealth advisor | 110.8K | $2.6M | 0.5% | -8.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 110.2K | $2.5M | 0.0% | +21.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 107.5K | $2.5M | 0.0% | +9.5% |
| Lido Advisors, LLC | Wealth advisor | 106.4K | $2.4M | 0.0% | Held |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 104.4K | $2.4M | 0.0% | New |
| Focus Partners Wealth | Wealth advisor | 99.7K | $2.3M | 0.0% | +4.9% |
| Clark Asset Management, LLC | Wealth advisor | 98.7K | $2.3M | 0.2% | +31.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 98.6K | $2.3M | 0.0% | +9.8% |
| Legacy Private Trust Co. | Wealth advisor | 87.4K | $2.0M | 0.1% | +49.7% |
| JANE STREET GROUP, LLC | Market maker | 86.0K | $2.0M | 0.0% | -3.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 79.0K | $1.8M | 0.0% | -3.7% |
| SIGNATUREFD, LLC | Wealth advisor | 77.9K | $1.8M | 0.0% | Held |
| VestGen Advisors, LLC | Wealth advisor | 74.9K | $1.7M | 0.0% | -2.0% |
| Asset Dedication, LLC | Wealth advisor | 75.0K | $1.7M | 0.1% | +8.6% |
| Financial Solutions Advisory Group, Inc. | Wealth advisor | 72.5K | $1.7M | 0.2% | — |
| Coastline Complete Wealth LLC | Wealth advisor | 68.7K | $1.6M | 1.0% | -0.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 64.1K | $1.5M | 0.0% | -14.9% |
| Paulson Wealth Management Inc. | Wealth advisor | 57.5K | $1.3M | 0.3% | +49.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 56.0K | $1.3M | 0.0% | +51.9% |
| Farmers National Bank ★2 | Fundamental diversified | 52.4K | $1.2M | 0.3% | +0.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 46.4K | $1.1M | 0.0% | +38.6% |
| Carnegie Investment Counsel | Other | 43.1K | $991K | 0.0% | +99.2% |
| Willis Johnson & Associates, Inc. | Wealth advisor | 42.9K | $989K | 0.1% | New |
| AlphaStar Capital Management, LLC | Wealth advisor | 39.4K | $907K | 0.1% | +0.1% |
| Sanctuary Advisors, LLC | Wealth advisor | 39.1K | $901K | 0.0% | +6.1% |
| BROWN ADVISORY INC | Diversified mechanical | 39.1K | $900K | 0.0% | +5.8% |
| Equitable Holdings, Inc. | Wealth advisor | 37.2K | $861K | 0.0% | +2.5% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 36.4K | $839K | 0.0% | +17.9% |
| FOURPATH CAPITAL MANAGEMENT, LLC | Other | 32.4K | $745K | 0.1% | +7.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 31.4K | $723K | 0.0% | +45.3% |
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.