§ EQUITY
USDBSMR
INVESCO BULLETSHARES 2027 MB
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
81 increased/new, 35 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley | 564K | 0.0% | n/a |
| LPL Financial LLC | 500K | 0.0% | +12% |
| Bank of America Corp | 467K | 0.0% | +64% |
| Wells Fargo & Company | 463K | n/a | +3% |
| Financial Solutions Advisory Group, Inc. | 345K | n/a | n/a |
| Key Financial Inc | 342K | 1.4% | +11% |
◇ AC INTELLIGENCE
Top institutional owners for BSMR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER69.4% · 123 holders
DEALER / BANK24.3% · 13 holders
PASSIVE / INDEX4.0% · 1 holder
INCOME / DEFENSIVE1.2% · 2 holders
QUALITY / COMPOUNDER1.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BSMR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BSMR yet.