Invesco Bulletshares 2029 Mb
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, 16 superinvestors own shares of Invesco Bulletshares 2029 Mb (BSMT), 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 2029 Mb (BSMT), 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 2029 Mb (BSMT) 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 2029 Mb (BSMT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Tammy Trenta@Ff Advisors,llc
| 0.25% | $361,586 15,626 shares@ 23.15 avg price | Decreased -34.79% |
James Krause@Wealthcare Advisory Partners Llc
| 0.01% | $332,424 14,491 shares@ 22.95 avg price | New Position |
Troy M Davis@Davis Capital Management
| 0.03% | $27,528 1,200 shares@ 22.94 avg price | |
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
| 0.01% | $6,767 295 shares@ 22.94 avg price | |
Steve Corless@Advisornet Financial, Inc
| 0.01% | $6,721 293 shares@ 22.94 avg price | |
Stephanie Kelm@Rise Advisors, Llc
| 0.01% | $4,886 213 shares@ 22.94 avg price |