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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

BSCQ

BSCQ Institutional Holdings & 13F Data

Invesco Bulletshares 2026 Cb

-$319.9M

Net Activity

Institutions Holding

401

Popularity Rank

#1447

Avg Weight

0.52%

Total Value

$3.2B

Ownership Trend

401 institutions currently hold BSCQ, with 188 net buyers and 193 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

193

Net Buying Institutions

188

Key Holders

Key Holders

Top 5 by Value

LA
Lido Advisors, LLC
$1.0B
LF
LPL Financial LLC
$153.3M
WF
Wells Fargo & Company/mn
$135.0M
MS
Morgan Stanley
$116.4M
BO
Bank Of America CORP /de/
$80.4M

Top 5 by Conviction

SL
St. Louis Financial Planners Asset Management, LLC
7.75%
IA
IFS Advisors, LLC
7.64%
HC
Hudson Capital Management LLC
6.63%
TL
Tlwm
5.99%
IW
Ironwood Wealth Management, LLC.
5.96%
View all 401 holding institutions

Quarterly Activity

Recent Activity

+$1.2B

Total Buy Value

$2.6B

Total Sell Value

New buy31
Trim153
Add157
Sold out40

188

Net Buyers

193

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO BULLETSHARES 2026 CB (BSCQ)?
Major stakeholders currently include Lido Advisors, LLC ($1.0B), LPL Financial LLC ($153.3M), Wells Fargo & Company/mn ($135.0M). Based on the latest 13F filings, there are a total of 401 tracked investment funds and institutions maintaining positions in BSCQ.
What is the overall institutional sentiment toward BSCQ recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $319.9M, driven by 188 managers accumulating shares while 193 reduced their exposure.
Which institutions have been selling or reducing their BSCQ positions?
In the latest period, 153 funds trimmed their holdings, and 40 managers completely exited their positions. The aggregate reported sell value was $2.6B.
Are there any notable investors adding BSCQ to their portfolios?
Yes, buying activity remains notable. 31 institutions opened new positions in {ticker}, and 157 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.2B.

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