BSMS

Invesco Bulletshares 2028 Mb

Latest period2024 - Q4Total superinvestors13

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, 13 superinvestors own shares of Invesco Bulletshares 2028 Mb (BSMS), 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 2028 Mb (BSMS), 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 2028 Mb (BSMS) 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 2028 Mb (BSMS) 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
Steven Farer@Confluence Investment Management Llc
Recent Activity
Decreased -0.77%
0.09%
$6.244M
267,630 shares@ 23.34 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Increased 0.48%
0.13%
$1.299M
55,661 shares@ 23.33 avg price
Evelyn Cetina@Sterling Financial Group, Inc.
Recent Activity
Increased 76.95%
0.42%
$1.121M
48,064 shares@ 23.33 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
New Position
0.02%
$663,505
28,440 shares@ 23.33 avg price
James M. Nestor@Sentinel Pension Advisors Inc.
Recent Activity
Increased 32.63%
0.12%
$603,127
25,852 shares@ 23.33 avg price
Amy King@Kathmere Capital Management, Llc
Recent Activity
New Position
0.05%
$525,695
22,533 shares@ 23.34 avg price
David Hunter@Horizons Wealth Management
Recent Activity
Increased 2.89%
0.35%
$453,465
19,437 shares@ 23.33 avg price
Kimberly Byrne@Bill Few Associates, Inc.
Recent Activity
0.15%
$399,923
17,142 shares@ 23.34 avg price
Tammy Trenta@Ff Advisors,llc
Recent Activity
0.27%
$394,112
16,785 shares@ 23.49 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 182.83%
0.02%
$372,276
15,957 shares@ 23.33 avg price