INVESCO BULLETSHARES 2030 MB BSMU
$21.89
-0.0% 52w: $20.84 – $22.06
Latest 13F among current holders filed 27 days ago (Jun 8, 2026)
Price — last 12 months
research preview data20.8421.4522.06
Jun 20, 2025 Jul 2, 2026
Institutional holders
95
-1 QoQ
13F value
$160.8M
+2.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSMU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | Bank broker | 518.8K | $11.3M | 0.0% | +3.3% |
| Hills Bank & Trust Co | Wealth advisor | 460.9K | $10.1M | 0.5% | +6.6% |
| LPL Financial LLC | Bank broker | 434.6K | $9.5M | 0.0% | -5.5% |
| MORGAN STANLEY | Bank broker | 341.0K | $7.4M | 0.0% | +5.2% |
| Invesco Ltd. | Index provider | 332.1K | $7.2M | 0.0% | +15.6% |
| UBS Group AG | Bank broker | 296.0K | $6.5M | 0.0% | +29.3% |
| Stratos Wealth Advisors, LLC | Wealth advisor | 295.6K | $6.4M | 0.4% | +9.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 267.6K | $5.8M | 0.0% | +19.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 229.4K | $5.0M | 0.0% | +3.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 212.1K | $4.6M | 0.0% | +81.8% |
| HighTower Advisors, LLC | Diversified mechanical | 209.2K | $4.6M | 0.0% | 0.0% |
| Atlantic Union Bankshares Corp | Other | 202.6K | $4.4M | 0.1% | +8.1% |
| Lido Advisors, LLC | Wealth advisor | 201.8K | $4.4M | 0.0% | Held |
| PRECEDENT WEALTH PARTNERS, LLC | Wealth advisor | 186.3K | $4.1M | 0.8% | +6.1% |
| CENTRAL VALLEY ADVISORS, LLC | Wealth advisor | 180.7K | $3.9M | 1.1% | -1.3% |
| MONECO ADVISORS, LLC | Wealth advisor | 162.7K | $3.5M | 0.3% | +14.5% |
| Legacy Private Trust Co. | Wealth advisor | 146.9K | $3.2M | 0.2% | +17.8% |
| Kestra Advisory Services, LLC | Wealth advisor | 129.2K | $2.8M | 0.0% | +0.6% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 123.1K | $2.7M | 0.0% | -1.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 118.8K | $2.6M | 0.0% | +12.1% |
| Parkway Wealth Management Group, LLC | Wealth advisor | 113.2K | $2.5M | 0.3% | +6.3% |
| Key Financial Inc | Wealth advisor | 113.9K | $2.5M | 0.4% | -10.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 105.9K | $2.3M | 0.0% | +3.7% |
| Insight Wealth Partners, LLC | Wealth advisor | 103.7K | $2.3M | 0.9% | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 95.6K | $2.1M | 0.0% | +1.2% |
| AE Wealth Management LLC | Wealth advisor | 92.9K | $2.0M | 0.0% | -7.1% |
| Clark Asset Management, LLC | Wealth advisor | 89.3K | $1.9M | 0.2% | +38.5% |
| Envision Financial Planning, LLC | Wealth advisor | 80.3K | $1.8M | 0.6% | +3.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 71.0K | $1.5M | 0.0% | +11.0% |
| Coastline Complete Wealth LLC | Wealth advisor | 69.2K | $1.5M | 0.9% | +10.4% |
| Asset Dedication, LLC | Wealth advisor | 66.8K | $1.5M | 0.1% | -16.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 66.6K | $1.5M | 0.0% | +42.4% |
| VestGen Advisors, LLC | Wealth advisor | 64.3K | $1.4M | 0.0% | -3.2% |
| Farmers National Bank ★2 | Fundamental diversified | 60.6K | $1.3M | 0.3% | -0.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 56.9K | $1.2M | 0.0% | -24.2% |
| SIGNATUREFD, LLC | Wealth advisor | 50.3K | $1.1M | 0.0% | Held |
| Integrated Wealth Concepts LLC | Wealth advisor | 48.3K | $1.1M | 0.0% | +1.6% |
| Willis Johnson & Associates, Inc. | Wealth advisor | 45.0K | $982K | 0.1% | New |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 43.2K | $943K | 0.0% | +33.8% |
| FOURPATH CAPITAL MANAGEMENT, LLC | Other | 40.0K | $873K | 0.1% | New |
| Sarver Vrooman Wealth Advisors | Wealth advisor | 38.9K | $849K | 0.5% | +0.3% |
| AlphaStar Capital Management, LLC | Wealth advisor | 35.9K | $783K | 0.1% | Held |
| Paulson Wealth Management Inc. | Wealth advisor | 34.3K | $748K | 0.2% | +158.8% |
| Marietta Wealth Management, LLC | Other | 32.6K | $712K | 0.1% | Held |
| STIFEL FINANCIAL CORP | Diversified mechanical | 32.6K | $711K | 0.0% | +17.4% |
| HOWARD WEALTH MANAGEMENT, LLC | Wealth advisor | 30.8K | $672K | 0.3% | +15.3% |
| Addison Advisors LLC | Wealth advisor | 30.1K | $656K | 0.1% | +3.5% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 28.7K | $625K | 0.0% | +7.2% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 28.2K | $616K | 0.0% | -19.8% |
| Meridian Wealth Management, LLC | Other | 27.4K | $598K | 0.0% | Held |
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.