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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.

BSMQ

BSMQ 13F Ownership Report

Invesco Bulletshares 2026 Mb

-$5.5M

Net Activity

Institutions Holding

143

Popularity Rank

#3665

Avg Weight

0.09%

Total Value

$210.7M

Ownership Trend

143 institutions currently hold BSMQ, with 75 net buyers and 57 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

57

Net Buying Institutions

75

Key Holders

Key Holders

Top 5 by Value

Wells Fargo & Company/mn

Bank Of America CORP /de/

LPL Financial LLC

Top 5 by Conviction

Farnam Financial LLC

Key Financial Inc

Thomas J. Herzfeld Advisors, Inc.

Precedent Wealth Partners, LLC

Paulson Wealth Management Inc.

View all 143 holding institutions

Quarterly Activity

Recent Activity

+$164.1M

Total Buy Value

$83.6M

Total Sell Value

New buy15

Trim39

Add60

Sold out18

75

Net Buyers

57

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 MB (BSMQ)?

Major stakeholders currently include Wells Fargo & Company/mn ($14.4M), Bank Of America CORP /de/ ($13.1M), LPL Financial LLC ($12.0M). Based on the latest 13F filings, there are a total of 143 tracked investment funds and institutions maintaining positions in BSMQ.

What is the overall institutional sentiment toward BSMQ recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $5.5M, driven by 75 managers accumulating shares while 57 reduced their exposure.

Which institutions have been selling or reducing their BSMQ positions?

In the latest period, 39 funds trimmed their holdings, and 18 managers completely exited their positions. The aggregate reported sell value was $83.6M.

Are there any notable investors adding BSMQ to their portfolios?

Yes, buying activity remains notable. 15 institutions opened new positions in {ticker}, and 60 existing holders added to their shares. The total reported buy value for the quarter amounted to $164.1M.

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