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Disclosery

BSMY INVESCO EXCH TRD SLF IDX FD

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BULLETSHARE 2034 (fund)

45 managers (45 13F filers) reported a position in BSMY shares at 2026-03-31, 2,656,924 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
45
13F filers
45
New
5
Added
24
Reduced
11
Sold out
5
Shares held by filers
2,656,924

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CONFLUENCE INVESTMENT MANAGEMENT LLC327,709$7.95M0.12%-38,63813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC285,058$6.91M<0.01%+5,14013F-HRTimelineGroup
LPL Financial LLC249,176$6.04M<0.01%-16,80713F-HRTimeline
BCS Wealth Management231,468$5.61M1.15%-133,75513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp148,354$3.6M0.07%+11,67713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/116,015$2.81M<0.01%+57,15913F-HRTimelineGroup
Envision Financial Planning, LLC114,993$2.79M1.01%+5,77013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co110,162$2.67M0.13%+4,16813F-HRTimelineGroup
D.A. DAVIDSON & CO.95,856$2.33M0.01%+5,97713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.94,188$2.28M<0.01%-8,85713F-HRTimelineGroup
HighTower Advisors, LLC87,278$2.12M<0.01%+44,73013F-HRTimeline
NESTEGG ADVISORS, INC.78,459$1.9M1.67%+21,61013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC74,485$1.81M<0.01%-1,93513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC69,258$1.68M0.01%+18,10413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP62,546$1.52M<0.01%+9,29313F-HRTimelineGroup
MONECO ADVISORS, LLC47,621$1.16M0.09%+1,50113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC36,243$879K<0.01%+21,80513F-HRTimelineGroup
Clark Asset Management, LLC35,626$864K0.08%+1,91513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY33,514$813K<0.01%+33,29213F-HRTimelineGroup
Key Financial Inc31,595$766K0.14%+7,23513F-HRTimeline
UBS Group AGin group UBS Group AG27,682$672K<0.01%+3,76513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,606$629K<0.01%-53513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,936$605K<0.01%+21,09613F-HRTimelineGroup
Sequoia Financial Advisors, LLC24,212$587K<0.01%-6,85013F-HRTimeline
Addison Advisors LLC23,427$568K0.13%+22513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,547$547K<0.01%+3,33513F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC20,633$501K0.1%013F-HRTimeline
Tassel Capital Management, Inc.16,546$401K0.22%+14513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…15,994$386K<0.01%+2,83713F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC15,863$385K0.16%+13813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,151$343K<0.01%+6,12913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC13,933$338K<0.01%-10,57913F-HRTimeline
Jacobi Capital Management LLC12,150$295K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC10,792$262K<0.01%-1,45613F-HRTimeline
Bill Few Associates, Inc.9,420$229K0.05%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,783$213K<0.01%+6813F-HRTimeline
COOKSON PEIRCE & CO INC8,352$203K0.01%-20313F-HRTimeline
Asset Dedication, LLC7,064$171K0.01%-14,05913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,800$141K0.01%new13F-HRTimelineGroup
First Command Advisory Services, Inc.5,379$130K<0.01%013F-HRTimeline
Larson Financial Group LLC4,662$113K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,099$98.8K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc3,500$84.9K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,654$40.1K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC135$3.27K<0.01%new13F-HRTimeline