BSJS

Invesco Bulletshares 2028 Hy

Latest period2024 - Q4Total superinvestors18

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, 18 superinvestors own shares of Invesco Bulletshares 2028 Hy (BSJS), 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 2028 Hy (BSJS), 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 2028 Hy (BSJS) 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 2028 Hy (BSJS) 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
Diane Collins@Rovin Capital Ut Adv
Recent Activity
Increased 300.75%
1.53%
$4.225M
194,875 shares@ 21.69 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Increased 0.3%
0.15%
$4.037M
186,214 shares@ 21.69 avg price
Robin Dolezal@Ironwood Financial, Llc
Recent Activity
Increased 13.46%
0.39%
$1.834M
84,590 shares@ 21.69 avg price
Dan Mohr@Retireful, Llc
Recent Activity
New Position
1.01%
$1.787M
82,411 shares@ 21.68 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 62.53%
0.06%
$1.228M
56,659 shares@ 21.68 avg price
Todd Wilcox@S.e.e.d. Planning Group Llc
Recent Activity
New Position
0.41%
$1.21M
55,796 shares@ 21.68 avg price
Gwen Wilmeth@Segment Wealth Management, Llc
Recent Activity
Increased 56.47%
0.08%
$1.128M
52,040 shares@ 21.68 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 81.02%
0.09%
$1.014M
46,765 shares@ 21.68 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 1.64%
0.05%
$815,227
37,603 shares@ 21.68 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 4.11%
0.01%
$654,471
30,188 shares@ 21.68 avg price