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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$1.978M
116,667 shares@ 16.96 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Decreased -36.16%
0.1%
$1.425M
87,023 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
Gwen Wilmeth@Segment Wealth Management, Llc
Recent Activity
Increased 78.18%
0.06%
$809,824
49,470 shares@ 16.38 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
New Position
0.03%
$591,363
36,125 shares@ 16.37 avg price
AMJ Sarabia@First City Capital Management, Inc.
Recent Activity
Decreased -0.36%
0.3%
$561,491
34,300 shares@ 16.37 avg price
Michael Stulic@Astoria Portfolio Advisors Llc.
Recent Activity
Increased 6.74%
0.15%
$405,515
25,032 shares@ 16.2 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Increased 3.84%
0.04%
$399,510
24,405 shares@ 16.38 avg price