BSMU

Invesco Bulletshares 2030 MB
UnclassifiedUSCUSIP 46138J445◍ Confluence graph
Tracked 13F Holders
25
-3 QoQ
13F Value (tracked)
$42.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)7 adding · 1 trimming
Insider net (180d)$0
Price history not yet available for BSMU.
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Top institutional holders

25 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Hills Bank & Trust Co
$10.1M
461K
+6.6%
Added · +29K sh
Q1 2026
2Stratos Wealth Advisors, LLC
$6.4M
296K
+9.0%
Added · +24K sh
Q1 2026
3NewEdge Advisors, LLC
$4.6M
212K
+82%
Added · +95K sh
Q1 2026
4Atlantic Union Bankshares Corp
$4.4M
203K
+8.1%
Added · +15K sh
Q1 2026
5Lido Advisors, LLC
$4.4M
202K
Held
Q1 2026
6Kestra Advisory Services, LLC
$2.8M
129K
+0.6%
Added · +816 sh
Q1 2026
7VestGen Advisors, LLC
$1.4M
64K
−3.2%
Reduced · −2K sh
Q1 2026
8MML INVESTORS SERVICES, LLC
$1.2M
57K
−24%
Reduced · −18K sh
Q1 2026
9Integrated Wealth Concepts LLC
$1.1M
48K
+1.6%
Added · +776 sh
Q1 2026
10HUNTINGTON NATIONAL BANK
$998K
46K
+27%
Added · +10K sh
Q1 2026
11Willis Johnson & Associates, Inc.
$982K
45K
+212%
Added · +31K sh
Q1 2026
12Sequoia Financial Advisors, LLC
$616K
28K
−20%
Reduced · −7K sh
Q1 2026
13Sanctuary Advisors, LLC
$505K
23K
+11%
Added · +2K sh
Q1 2026
14Jacobi Capital Management LLC
$424K
19K
+0.5%
Added · +100 sh
Q1 2026
15Wealthcare Advisory Partners LLC
$298K
14K
New
+14K sh
Q1 2026
16Beacon Pointe Advisors, LLC
$252K
12K
+8.7%
Added · +919 sh
Q1 2026
17Vestmark Advisory Solutions, Inc.
$239K
11K
New
+11K sh
Q1 2026
18HUB Investment Partners, LLC
$228K
10K
New
+10K sh
Q1 2026
19Prospera Financial Services Inc
$227K
10K
Held
Q1 2026
20NATIONS FINANCIAL GROUP INC, /IA/ /ADV
$217K
10K
Held
Q1 2026
21MIDLAND WEALTH ADVISORS, LLC
$201K
9K
−27%
Reduced · −3K sh
Q1 2026
22Knights of Columbus Asset Advisors LLC
$165K
8K
Held
Q1 2026
23Aptus Capital Advisors, LLC
$128K
6K
+0.7%
Added · +39 sh
Q1 2026
24Larson Financial Group LLC
$127K
6K
Held
Q1 2026
25IFP Advisors, Inc
$30K
1K
+24%
Added · +262 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)
3
funds
Added
4
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

56 funds+45 since Q2 2022
03059Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $118.4M

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 BSMU also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA30 funds$7.9B
MICROSOFT CORPMSFT30 funds$6.2B
VANGUARD S&P 500 ETFVOO30 funds$4.2B
ALPHABET INC-CL AGOOGL30 funds$4.0B
JPMORGAN CHASE & COJPM30 funds$3.1B
BROADCOM INCAVGO30 funds$2.8B
ALPHABET INC-CL CGOOG30 funds$2.6B
EXXON MOBIL CORPXOM30 funds$2.4B
META PLATFORMS INC-CLASS AMETA30 funds$2.3B
WALMART INCWMT30 funds$2.1B
ELI LILLY & COLLY30 funds$1.8B
JOHNSON & JOHNSONJNJ30 funds$1.6B

Ranked by how many of BSMU'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 BSMU. 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.