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
Amy King@Kathmere Capital Management, Llc
Recent Activity
New Position
0.88%
$9.778M
426,234 shares@ 22.95 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 67.39%
0.11%
$2.966M
129,286 shares@ 22.95 avg price
Steven Farer@Confluence Investment Management Llc
Recent Activity
Decreased -5.32%
0.04%
$2.534M
110,451 shares@ 22.95 avg price
Evelyn Cetina@Sterling Financial Group, Inc.
Recent Activity
Decreased -4.23%
0.78%
$2.087M
90,964 shares@ 22.94 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Decreased -5.2%
0.12%
$1.22M
53,192 shares@ 22.94 avg price
James M. Nestor@Sentinel Pension Advisors Inc.
Recent Activity
Increased 33.03%
0.12%
$596,775
26,015 shares@ 22.94 avg price
Alex Butters@Tlwm
Recent Activity
Increased 107.54%
0.11%
$529,777
23,094 shares@ 22.95 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
New Position
0.02%
$474,674
20,692 shares@ 22.94 avg price
David Hunter@Horizons Wealth Management
Recent Activity
Increased 7.92%
0.36%
$471,555
20,556 shares@ 22.95 avg price
Kimberly Byrne@Bill Few Associates, Inc.
Recent Activity
Increased 99.15%
0.15%
$400,647
17,465 shares@ 22.94 avg price