BSMV

Invesco Bulletshares 2031 Mb

Latest period2024 - Q4Total superinvestors7

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 7 superinvestors own shares of Invesco Bulletshares 2031 Mb (BSMV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Bulletshares 2031 Mb (BSMV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco Bulletshares 2031 Mb (BSMV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco Bulletshares 2031 Mb (BSMV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Steven Farer@Confluence Investment Management Llc
Recent Activity
Decreased -3.31%
0.08%
$5.373M
256,727 shares@ 20.93 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 929.75%
0.1%
$2.481M
118,554 shares@ 20.94 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Decreased -4.78%
0.12%
$1.223M
58,433 shares@ 20.94 avg price
Evelyn Cetina@Sterling Financial Group, Inc.
Recent Activity
Increased 1.06%
0.38%
$1.003M
47,940 shares@ 20.93 avg price
Kimberly Byrne@Bill Few Associates, Inc.
Recent Activity
0.08%
$201,033
9,605 shares@ 20.94 avg price
Geoffrey A. Frazier@Global Financial Private Client, Llc
Recent Activity
New Position
0.05%
$128,824
6,155 shares@ 20.93 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
0.01%
$6,698
320 shares@ 20.94 avg price