BSMT

Invesco Bulletshares 2029 Mb

Latest period2024 - Q4Total superinvestors16

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Tammy Trenta@Ff Advisors,llc
Recent Activity
Decreased -34.79%
0.25%
$361,586
15,626 shares@ 23.15 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
New Position
0.01%
$332,424
14,491 shares@ 22.95 avg price
Troy M Davis@Davis Capital Management
Recent Activity
0.03%
$27,528
1,200 shares@ 22.94 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
0.01%
$6,767
295 shares@ 22.94 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
0.01%
$6,721
293 shares@ 22.94 avg price
Stephanie Kelm@Rise Advisors, Llc
Recent Activity
0.01%
$4,886
213 shares@ 22.94 avg price