BSMY

Invesco Bulletshares 2034 MB
UnclassifiedUSCUSIP 46139W767◍ Confluence graph
Tracked 13F Holders
12
+0 QoQ
13F Value (tracked)
$12.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)3 adding · 1 trimming
Insider net (180d)$0
Price history not yet available for BSMY.
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This stock page is the Follow view. The Build view lets your agent query BSMY owners, fund changes, insider filings, and source links through REST or MCP.

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Use Arkolith to show who owns BSMY,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

12 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Atlantic Union Bankshares Corp
$3.6M
148K
+8.5%
Added · +12K sh
Q1 2026
2Hills Bank & Trust Co
$2.7M
110K
+3.9%
Added · +4K sh
Q1 2026
3D.A. DAVIDSON & CO.
$2.3M
96K
+6.7%
Added · +6K sh
Q1 2026
4Kestra Advisory Services, LLC
$1.7M
69K
+35%
Added · +18K sh
Q1 2026
5Equitable Holdings, Inc.
$629K
26K
−2.0%
Reduced · −535 sh
Q1 2026
6Sequoia Financial Advisors, LLC
$587K
24K
−22%
Reduced · −7K sh
Q1 2026
7UNITED CAPITAL FINANCIAL ADVISORS, LLC
$386K
16K
+22%
Added · +3K sh
Q1 2026
8Jacobi Capital Management LLC
$295K
12K
Held
Q1 2026
9MML INVESTORS SERVICES, LLC
$262K
11K
−12%
Reduced · −1K sh
Q1 2026
10Larson Financial Group LLC
$113K
5K
Held
Q1 2026
11IFP Advisors, Inc
$85K
4K
Held
Q1 2026
12Root Financial Partners, LLC
$3K
135
New
+135 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)
1
funds
Added
2
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

32 funds+25 since Q4 2024
01632Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $49.4M

Share classes

Class13F holdersValue held
BSCWMF Closed and MF Open81 funds$817.1M
BSCXTRD SLF IDX FD INVESCO BULLETSH62 funds$563.3M
BSCYEXCHANGE TRADED50 funds$305.1M
BSMWmc46 funds$91.2M
BSSXmc44 funds$58.8M
BSJUMF Closed and MF Open40 funds$89.0M
BSCZETFs32 funds$97.6M
BSMYthis pagemc32 funds$49.4M

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

Funds that own BSMY also own

CompanyCo-held byCombined value
APPLE INCAAPL14 funds$3.9B
NVIDIA CORPNVDA14 funds$3.3B
MICROSOFT CORPMSFT14 funds$2.4B
SS SPDR S&P 500 ETF TRUST-USSPY14 funds$2.3B
VANGUARD S&P 500 ETFVOO14 funds$2.2B
VANGUARD VALUE ETFVTV14 funds$2.1B
VANGUARD TOTAL STOCK MKT ETFVTI14 funds$2.0B
INVESCO QQQ TRUST SERIES 1QQQ14 funds$1.9B
AMAZON.COM INCAMZN14 funds$1.8B
ALPHABET INC-CL AGOOGL14 funds$1.4B
ALPHABET INC-CL CGOOG14 funds$1.2B
BERKSHIRE HATHAWAY INC-CL BBRK/B14 funds$1.2B

Ranked by how many of BSMY'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.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BSMY. 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.