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Invesco Bulletshares 2034 MB (BSMY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
INCREASED
Shares840,520 from 140,228
Change+700,292 (+499%)
Value$19.1M (+$15.6M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares340,886 from 279,144
Change+61,742 (+22%)
Value$7.7M (+$863.8K)
Filed 2026-11-06
Confluence Investment Management LLC
DECREASED
Shares248,144 from 303,465
Change-55,321 (-18%)
Value$5.6M (-$1.8M)
Filed 2026-10-01
BCS Wealth Management
INCREASED
Shares242,128 from 234,983
Change+7,145 (+3%)
Value$5.5M (-$291.4K)
Filed 2026-11-03
Nestegg Advisors, Inc.
INCREASED
Shares131,816 from 124,044
Change+7,772 (+6%)
Value$3.0M (-$62.9K)
Filed 2026-10-21
D.A. Davidson & Co.
INCREASED
Shares102,693 from 102,325
Change+368 (+0%)
Value$2.3M (-$189.2K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares90,572 from 81,720
Change+8,852 (+11%)
Value$2.1M (+$43.3K)
Filed 2026-11-02
Clark Asset Management, LLC
INCREASED
Shares55,269 from 46,519
Change+8,750 (+19%)
Value$1.3M (+$109.0K)
Filed 2026-10-19
Precedent Wealth Partners, LLC
INCREASED
Shares45,226 from 34,174
Change+11,052 (+32%)
Value$1.0M (+$185.1K)
Filed 2026-10-21
Moneco Advisors, LLC
DECREASED
Shares45,127 from 51,523
Change-6,396 (-12%)
Value$1.0M (-$244.8K)
Filed 2026-11-05
Key FInancial Inc
INCREASED
Shares38,763 from 35,620
Change+3,143 (+9%)
Value$880.7K (+$2.6K)
Filed 2026-11-02
SAX Wealth Advisors, LLC
INCREASED
Shares16,984 from 16,633
Change+351 (+2%)
Value$385.9K (-$17.6K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares14,357 from 14,263
Change+94 (+1%)
Value$326.2K (-$25.4K)
Filed 2026-11-05
Asset Dedication, LLC
INCREASED
Shares14,353 from 8,688
Change+5,665 (+65%)
Value$326.1K (+$111.9K)
Filed 2026-11-03
Jacobi Capital Management LLC
DECREASED
Shares14,150 from 34,950
Change-20,800 (-60%)
Value$321.5K (-$540.1K)
Filed 2026-11-05
Addison Advisors LLC
INCREASED
Shares14,103 from 13,955
Change+148 (+1%)
Value$320.4K (-$23.6K)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares13,650
Change+13,650
Value$310.1K
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares11,980 from 14,061
Change-2,081 (-15%)
Value$272.2K (-$74.4K)
Filed 2026-11-02
CGN Advisors LLC
NEW
Shares11,285
Change+11,285
Value$256.4K
Filed 2026-10-21
Cookson Peirce & Co Inc
INCREASED
Shares10,413 from 9,169
Change+1,244 (+14%)
Value$236.6K (+$10.6K)
Filed 2026-10-30
DWM Financial Group, Inc.
DECREASED
Shares9,610 from 17,294
Change-7,684 (-44%)
Value$218.3K (-$206.8K)
Filed 2026-10-28
Bill Few Associates, Inc.
UNCHANGED
Shares9,420 from 9,420
Change0 (0%)
Value$214.0K (-$18.2K)
Filed 2026-10-09
Legacy Private Trust Co.
NEW
Shares9,154
Change+9,154
Value$208.0K
Filed 2026-10-06
Larson Financial Group LLC
UNCHANGED
Shares4,662 from 4,662
Change0 (0%)
Value$105.9K (-$9.0K)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares3,950 from 3,950
Change0 (0%)
Value$89.7K (-$7.6K)
Filed 2026-10-16
Fifth Third Bancorp
UNCHANGED
Shares1,654 from 1,654
Change0 (0%)
Value$37.6K (-$3.2K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares596 from 596
Change0 (0%)
Value$13.5K (-$1.2K)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares135
Change+135
Value$3.1K
Filed 2026-10-21
Wedmont Private Capital
CLOSED
Shares0 from 24,360
Change-24,360 (-100%)
Value$0 (-$598.5K)
Filed 2026-10-09
Tassel Capital Management, Inc.
CLOSED
Shares0 from 16,697
Change-16,697 (-100%)
Value$0 (-$411.6K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 12,860
Change-12,860 (-100%)
Value$0 (-$317.0K)
Filed 2026-11-06
First Command Advisory Services, Inc.
CLOSED
Shares0 from 1,777
Change-1,777 (-100%)
Value$0 (-$43.8K)
Filed 2026-11-05
Raymond James Financial Inc
N/A
Shares— from 280,417
Change-280,417 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 192,723
Change-192,723 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 134,061
Change-134,061 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 122,603
Change-122,603 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 122,522
Change-122,522 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 121,349
Change-121,349 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 96,218
Change-96,218 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 55,820
Change-55,820 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 50,886
Change-50,886 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 48,934
Change-48,934 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 42,043
Change-42,043 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 39,382
Change-39,382 (-100%)
Value—
UBS Group AG
N/A
Shares— from 29,658
Change-29,658 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 26,941
Change-26,941 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 24,212
Change-24,212 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 22,547
Change-22,547 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 17,512
Change-17,512 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 16,008
Change-16,008 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 15,182
Change-15,182 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 14,783
Change-14,783 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 13,100
Change-13,100 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,878
Change-12,878 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 12,649
Change-12,649 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 8,863
Change-8,863 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Status
Lido Advisors, LLC
INCREASED840,520140,228+700,292+499%$3.5M$19.1M+$15.6M2026-11-04
LPL Financial LLC
INCREASED340,886279,144+61,742+22%$6.9M$7.7M+$863.8K2026-11-06
Confluence Investment Management LLC
DECREASED248,144303,465-55,321-18%$7.5M$5.6M-$1.8M2026-10-01
BCS Wealth Management
INCREASED242,128234,983+7,145+3%$5.8M$5.5M-$291.4K2026-11-03
Nestegg Advisors, Inc.
INCREASED131,816124,044+7,772+6%$3.1M$3.0M-$62.9K2026-10-21
D.A. Davidson & Co.
INCREASED102,693102,325+368+0%$2.5M$2.3M-$189.2K2026-10-28
Kestra Advisory Services, LLC
INCREASED90,57281,720+8,852+11%$2.0M$2.1M+$43.3K2026-11-02
Clark Asset Management, LLC
INCREASED55,26946,519+8,750+19%$1.1M$1.3M+$109.0K2026-10-19
Precedent Wealth Partners, LLC
INCREASED45,22634,174+11,052+32%$842.4K$1.0M+$185.1K2026-10-21
Moneco Advisors, LLC
DECREASED45,12751,523-6,396-12%$1.3M$1.0M-$244.8K2026-11-05
Key FInancial Inc
INCREASED38,76335,620+3,143+9%$878.1K$880.7K+$2.6K2026-11-02
SAX Wealth Advisors, LLC
INCREASED16,98416,633+351+2%$403.5K$385.9K-$17.6K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED14,35714,263+94+1%$351.6K$326.2K-$25.4K2026-11-05
Asset Dedication, LLC
INCREASED14,3538,688+5,665+65%$214.2K$326.1K+$111.9K2026-11-03
Jacobi Capital Management LLC
DECREASED14,15034,950-20,800-60%$861.6K$321.5K-$540.1K2026-11-05
Addison Advisors LLC
INCREASED14,10313,955+148+1%$344.0K$320.4K-$23.6K2026-11-06
Ascentis Independent Advisors
NEW13,650—+13,650——$310.1K—2026-11-03
Commonwealth Equity Services, LLC
DECREASED11,98014,061-2,081-15%$346.6K$272.2K-$74.4K2026-11-02
CGN Advisors LLC
NEW11,285—+11,285——$256.4K—2026-10-21
Cookson Peirce & Co Inc
INCREASED10,4139,169+1,244+14%$226.0K$236.6K+$10.6K2026-10-30
DWM Financial Group, Inc.
DECREASED9,61017,294-7,684-44%$425.1K$218.3K-$206.8K2026-10-28
Bill Few Associates, Inc.
UNCHANGED9,4209,42000%$232.2K$214.0K-$18.2K2026-10-09
Legacy Private Trust Co.
NEW9,154—+9,154——$208.0K—2026-10-06
Larson Financial Group LLC
UNCHANGED4,6624,66200%$114.9K$105.9K-$9.0K2026-11-05
IFP Advisors, Inc
UNCHANGED3,9503,95000%$97.4K$89.7K-$7.6K2026-10-16
Fifth Third Bancorp
UNCHANGED1,6541,65400%$40.8K$37.6K-$3.2K2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED59659600%$14.7K$13.5K-$1.2K2026-10-27
Root Financial Partners, LLC
NEW135—+135——$3.1K—2026-10-21
Wedmont Private Capital
CLOSED024,360-24,360-100%$598.5K$0-$598.5K2026-10-09
Tassel Capital Management, Inc.
CLOSED016,697-16,697-100%$411.6K$0-$411.6K2026-10-20
Kestra Private Wealth Services, LLC
CLOSED012,860-12,860-100%$317.0K$0-$317.0K2026-11-06
First Command Advisory Services, Inc.
CLOSED01,777-1,777-100%$43.8K$0-$43.8K2026-11-05
Raymond James Financial Inc
N/A—280,417-280,417-100%$6.9M———
Atlantic Union Bankshares Corp
N/A—192,723-192,723-100%$4.8M———
Hills Bank & Trust Co
N/A—134,061-134,061-100%$3.3M———
Bank of America Corp
N/A—122,603-122,603-100%$3.0M———
Envision Financial Planning, LLC
N/A—122,522-122,522-100%$3.0M———
HighTower Advisors, LLC
N/A—121,349-121,349-100%$3.0M———
Invesco Ltd.
N/A—96,218-96,218-100%$2.4M———
Morgan Stanley
N/A—55,820-55,820-100%$1.4M———
Stifel Financial Corp
N/A—50,886-50,886-100%$1.3M———
Osaic Holdings, Inc.
N/A—48,934-48,934-100%$1.2M———
Elequin Capital, LP
N/A—42,043-42,043-100%$1.0M———
Envestnet Asset Management Inc
N/A—39,382-39,382-100%$970.8K———
UBS Group AG
N/A—29,658-29,658-100%$731.1K———
Equitable Holdings, Inc.
N/A—26,941-26,941-100%$664.1K———
Sequoia Financial Advisors, LLC
N/A—24,212-24,212-100%$596.9K———
Northwestern Mutual Wealth Management Co
N/A—22,547-22,547-100%$555.8K———
United Capital Financial Advisors, LLC
N/A—17,512-17,512-100%$430.3K———
Yarger Wealth Strategies, LLC
N/A—16,008-16,008-100%$393.3K———
MML Investors Services, LLC
N/A—15,182-15,182-100%$374.3K———
Royal Bank of Canada
N/A—14,783-14,783-100%$364.0K———
NewEdge Advisors, LLC
N/A—13,100-13,100-100%$322.9K———
Jane Street Group, LLC
N/A—12,878-12,878-100%$317.5K———
IFG Advisory, LLC
N/A—12,649-12,649-100%$311.8K———
Captrust Financial Advisors
N/A—8,863-8,863-100%$218.5K———
Jones Financial Companies Lllp
N/A—6,400-6,400-100%$157.6K———
Showing 57 of 57 institutions