BSMT

Invesco Bulletshares 2029 MB
UnclassifiedUSCUSIP 46138J478◍ Confluence graph
Tracked 13F Holders
31
+5 QoQ
13F Value (tracked)
$47.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)9 adding · 2 trimming
Insider net (180d)$0
Price history not yet available for BSMT.
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Ask your agent who owns BSMT

This stock page is the Follow view. The Build view lets your agent query BSMT owners, fund changes, insider filings, and source links through REST or MCP.

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which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

31 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Hills Bank & Trust Co
$15.2M
659K
+4.1%
Added · +26K sh
Q1 2026
2NewEdge Advisors, LLC
$4.6M
199K
+17%
Added · +28K sh
Q1 2026
3Atlantic Union Bankshares Corp
$4.4M
191K
+7.7%
Added · +14K sh
Q1 2026
4Sequoia Financial Advisors, LLC
$3.7M
160K
−5.3%
Reduced · −9K sh
Q1 2026
5Integrated Wealth Concepts LLC
$3.1M
135K
+20%
Added · +22K sh
Q1 2026
6Lido Advisors, LLC
$2.4M
106K
Held
Q1 2026
7Kestra Advisory Services, LLC
$1.8M
79K
−3.7%
Reduced · −3K sh
Q1 2026
8VestGen Advisors, LLC
$1.7M
75K
−2.0%
Reduced · −2K sh
Q1 2026
9MML INVESTORS SERVICES, LLC
$1.5M
64K
−15%
Reduced · −11K sh
Q1 2026
10HUNTINGTON NATIONAL BANK
$1.0M
44K
+44%
Added · +13K sh
Q1 2026
11Carnegie Investment Counsel
$991K
43K
+99%
Added · +21K sh
Q1 2026
12Willis Johnson & Associates, Inc.
$989K
43K
New
+43K sh
Q1 2026
13Sanctuary Advisors, LLC
$901K
39K
+6.1%
Added · +2K sh
Q1 2026
14Equitable Holdings, Inc.
$861K
37K
+2.5%
Added · +900 sh
Q1 2026
15Aptus Capital Advisors, LLC
$457K
20K
+100%
Added · +10K sh
Q1 2026
16Jacobi Capital Management LLC
$425K
18K
Held
Q1 2026
17Clearstead Advisors, LLC
$397K
17K
Held
Q1 2026
18Beacon Pointe Advisors, LLC
$373K
16K
+9.6%
Added · +1K sh
Q1 2026
19Wealthcare Advisory Partners LLC
$334K
14K
Held
Q1 2026
20LEAVELL INVESTMENT MANAGEMENT, INC.
$308K
13K
+5.4%
Added · +685 sh
Q1 2026
21HUB Investment Partners, LLC
$294K
13K
New
+13K sh
Q1 2026
22Prospera Financial Services Inc
$254K
11K
+14%
Added · +1K sh
Q1 2026
23Vestmark Advisory Solutions, Inc.
$240K
10K
New
+10K sh
Q1 2026
24MISSION WEALTH MANAGEMENT, LP
$230K
10K
New
+10K sh
Q1 2026
25Steward Partners Investment Advisory, LLC
$227K
10K
+193%
Added · +6K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
4
funds
Added
5
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

67 funds+50 since Q2 2022
03467Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $132.6M

Share classes

Class13F holdersValue held
BSCQmc161 funds$2.4B
BSCRmc159 funds$3.1B
BSCSmc153 funds$1.8B
BSCTmc142 funds$1.4B
OMFLmc141 funds$2.0B
BSCUmc133 funds$1.4B
BSCVmc102 funds$917.3M
BSJQmc89 funds$451.3M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own BSMT also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA36 funds$10.5B
MICROSOFT CORPMSFT36 funds$8.5B
VANGUARD S&P 500 ETFVOO36 funds$6.0B
ALPHABET INC-CL AGOOGL36 funds$5.4B
JPMORGAN CHASE & COJPM36 funds$4.2B
BROADCOM INCAVGO36 funds$4.0B
ALPHABET INC-CL CGOOG36 funds$3.5B
META PLATFORMS INC-CLASS AMETA36 funds$3.3B
EXXON MOBIL CORPXOM36 funds$3.0B
WALMART INCWMT36 funds$2.7B
JOHNSON & JOHNSONJNJ36 funds$2.4B
ELI LILLY & COLLY36 funds$2.3B

Ranked by how many of BSMT's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BSMT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.