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
Gwen Wilmeth@Segment Wealth Management, Llc
Recent Activity
Increased 78.18%
0.06%
$809,824
49,470 shares@ 16.38 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
Laura Flanagan@Oliver Luxxe Assets Llc
Recent Activity
Increased 57.15%
0.06%
$315,123
19,250 shares@ 16.38 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 50.49%
0.01%
$304,531
18,603 shares@ 16.37 avg price
Kent Keister@Kaye Capital Management
Recent Activity
Increased 64.08%
0.14%
$295,877
18,074 shares@ 16.38 avg price
Craig Silberg@Everpar Advisors Llc
Recent Activity
Increased 39.73%
0.14%
$266,373
16,272 shares@ 16.38 avg price
Steven C. Merrell@Monterey Private Wealth, Inc.
Recent Activity
Increased 1.18%
0.09%
$262,114
16,012 shares@ 16.37 avg price
Stephen Cheifetz@Kades & Cheifetz Llc
Recent Activity
Increased 1.18%
0.1%
$194,878
11,905 shares@ 16.37 avg price