13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
BSJQ

INVESCO BULLETSHARES 2026 HIGH

205 institutions still hold INVESCO BULLETSHARES 2026 HIGH as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138j635·205 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.3%
vs prior quarter
13F value held
$462M
54.0% inst. owned
of float
Holders
205
+90 QoQ
filers reporting
Activity
+41 / −71
+1,013 added · −896 reduced
this quarter
Concentration
16.17%
Mirador Capital Partners LP #1
top holder share
AI Holders Summary · Q1 2026

205 institutions reported BSJQ in Q1 2026. Mirador Capital Partners LP leads at 16.2% of the visible book. +90 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Mirador Capital Partners LP
CIK 0001633446
$75M3.2M10.58%Q1 202602
UBS Group AG
CIK 0001610520
$56M2.4M0.01%Q1 202603
LPL Financial LLC
CIK 0001403438
$54M2.4M0.01%Q1 202604
MORGAN STANLEY
CIK 0000895421
$34M1.5M0.00%Q1 202605
Cetera Investment Advisers
CIK 0001666741
$29M1.3M0.03%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$24M1.1M0.00%Q1 202607
Delta Investment Management, LLC
CIK 0001757043
$24M1.0M4.31%Q1 202608
Jaffetilchin Investment Partners, LLC
CIK 0001404652
$24M1.0M1.41%Q1 202609
COLLECTIVE FAMILY OFFICE LLC
CIK 0001845066
$18M759K3.96%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$17M752K0.03%Q1 202611
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$14M623K0.02%Q1 202612
Migdal Insurance & Financial Holdings Ltd.
CIK 0001415912
$13M548K0.11%Q1 202613
Advisory Alpha, LLC
CIK 0001576762
$11M474K0.30%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M454K0.00%Q1 202615
Larson Financial Group LLC
CIK 0001731061
$10M445K0.33%Q1 202616
Parkway Wealth Management Group, LLC
CIK 0002065679
$10M438K1.29%Q1 202617
Cornerstone Planning, LLC
CIK 0001802105
$10M422K2.21%Q1 202618
Matthew Goff Investment Advisor, LLC
CIK 0000935359
$9M486K1.58%Q1 202619
Ironwood Financial, llc
CIK 0001630360
$9M399K1.62%Q1 202620
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$9M394K0.06%Q1 2026
Page 1 of 11
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