INVESCO BULLETSHARES 2031 MB BSMV
$20.99
+0.0% 52w: $19.93 – $21.23
Latest 13F among current holders filed 27 days ago (Jun 8, 2026)
Price — last 12 months
research preview data19.9320.5821.23
Jun 20, 2025 Jul 2, 2026
Institutional holders
78
+2 QoQ
13F value
$121.4M
+8.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSMV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | Wealth advisor | 479.6K | $10.0M | 0.5% | +8.6% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 311.4K | $6.5M | 0.1% | +101.6% |
| HighTower Advisors, LLC | Diversified mechanical | 302.7K | $6.3M | 0.0% | +37.3% |
| MORGAN STANLEY | Bank broker | 257.1K | $5.4M | 0.0% | +4.2% |
| LPL Financial LLC | Bank broker | 255.4K | $5.3M | 0.0% | -34.6% |
| UBS Group AG | Bank broker | 234.1K | $4.9M | 0.0% | +27.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 233.4K | $4.9M | 0.0% | +27.8% |
| Avior Wealth Management, LLC | Wealth advisor | 223.1K | $4.7M | 0.1% | +28.1% |
| Invesco Ltd. | Index provider | 204.8K | $4.3M | 0.0% | -2.8% |
| PRECEDENT WEALTH PARTNERS, LLC | Wealth advisor | 202.0K | $4.2M | 0.8% | +6.4% |
| Lido Advisors, LLC | Wealth advisor | 195.7K | $4.1M | 0.0% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 192.7K | $4.0M | 0.0% | +1.8% |
| CENTRAL VALLEY ADVISORS, LLC | Wealth advisor | 188.6K | $3.9M | 1.1% | -1.4% |
| Atlantic Union Bankshares Corp | Other | 188.4K | $3.9M | 0.1% | +10.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 141.6K | $3.0M | 0.0% | +81.0% |
| MONECO ADVISORS, LLC | Wealth advisor | 134.6K | $2.8M | 0.2% | +21.5% |
| Envision Financial Planning, LLC | Wealth advisor | 110.3K | $2.3M | 0.8% | +3.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 108.5K | $2.3M | 0.0% | +2.2% |
| Key Financial Inc | Wealth advisor | 105.7K | $2.2M | 0.4% | -14.9% |
| Parkway Wealth Management Group, LLC | Wealth advisor | 102.0K | $2.1M | 0.3% | +9.3% |
| Clark Asset Management, LLC | Wealth advisor | 93.1K | $1.9M | 0.2% | +37.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 91.2K | $1.9M | 0.0% | +0.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 85.1K | $1.8M | 0.0% | +25.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 81.5K | $1.7M | 0.0% | +35.8% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 75.1K | $1.6M | 0.0% | +80.5% |
| Coastline Complete Wealth LLC | Wealth advisor | 71.8K | $1.5M | 0.9% | +492.2% |
| JANE STREET GROUP, LLC | Market maker | 66.0K | $1.4M | 0.0% | +11.3% |
| Focus Partners Wealth | Wealth advisor | 64.6K | $1.3M | 0.0% | +4.8% |
| Legacy Private Trust Co. | Wealth advisor | 60.5K | $1.3M | 0.1% | New |
| Farmers National Bank ★2 | Fundamental diversified | 56.4K | $1.2M | 0.3% | +1.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 56.2K | $1.2M | 0.0% | +17.6% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 56.1K | $1.2M | 0.0% | +40.2% |
| FLOW TRADERS U.S. LLC | Market maker | 51.5K | $1.1M | 0.0% | -33.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 49.9K | $1.0M | 0.0% | -14.1% |
| Equitable Holdings, Inc. | Wealth advisor | 49.0K | $1.0M | 0.0% | +7.3% |
| Integrated Wealth Concepts LLC | Wealth advisor | 44.1K | $922K | 0.0% | +27.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 41.8K | $873K | 0.0% | +17.7% |
| VestGen Advisors, LLC | Wealth advisor | 40.9K | $859K | 0.0% | +3.3% |
| Marietta Wealth Management, LLC | Other | 34.0K | $710K | 0.1% | Held |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 31.8K | $663K | 0.0% | +2.4% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 29.0K | $605K | 0.0% | -20.1% |
| Asset Dedication, LLC | Wealth advisor | 27.8K | $580K | 0.0% | -43.4% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 26.8K | $560K | 0.0% | +1.8% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 24.9K | $518K | 0.0% | +46.2% |
| Addison Advisors LLC | Wealth advisor | 23.7K | $495K | 0.1% | +6.2% |
| ROYAL BANK OF CANADA | Bank broker | 20.8K | $434K | 0.0% | +11.3% |
| Jacobi Capital Management LLC | Wealth advisor | 20.2K | $422K | 0.0% | +0.6% |
| Gradient Capital Advisors, LLC | Wealth advisor | 19.7K | $411K | 0.1% | Held |
| Venture Visionary Partners LLC | Other | 18.2K | $380K | 0.0% | -20.1% |
| Cambridge Financial Group, LLC | Wealth advisor | 15.4K | $322K | 0.1% | 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.