BSCU

Invesco Bulletshares 2030 Cb

Latest period2024 - Q4Total superinvestors36

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, 36 superinvestors own shares of Invesco Bulletshares 2030 Cb (BSCU), 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 2030 Cb (BSCU), 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 2030 Cb (BSCU) 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 2030 Cb (BSCU) 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
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Increased 380.78%
3.24%
$53.664M
3.278M shares@ 16.38 avg price
Alex Butters@Tlwm
Recent Activity
Increased 9.31%
5.17%
$26.276M
1.605M shares@ 16.37 avg price
Luther Hartwell Hodges@Waycross Investment Management Co
Recent Activity
Increased 0.51%
6.92%
$6.573M
401,526 shares@ 16.38 avg price
Ashleigh Swayze@Bcs Wealth Management
Recent Activity
Increased 32.75%
1.03%
$4.122M
251,801 shares@ 16.38 avg price
David Hunter@Horizons Wealth Management
Recent Activity
Increased 96.45%
2.49%
$3.255M
198,854 shares@ 16.38 avg price
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
Increased 19.05%
0.43%
$2.814M
171,877 shares@ 16.38 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Increased 1197.71%
0.08%
$2.507M
153,155 shares@ 16.37 avg price
Robin Dolezal@Ironwood Financial, Llc
Recent Activity
Increased 9.52%
0.28%
$1.3M
79,426 shares@ 16.38 avg price
Jacqueline Bos@Butensky & Cohen Financial Security, Inc
Recent Activity
Increased 1.34%
0.38%
$1.203M
73,471 shares@ 16.37 avg price
Mark Vasquez@Red Spruce Capital, Llc
Recent Activity
Increased 43.77%
0.46%
$1.016M
62,069 shares@ 16.38 avg price