BSMR

Invesco Bulletshares 2027 Mb

Latest period2024 - Q4Total superinvestors17

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, 17 superinvestors own shares of Invesco Bulletshares 2027 Mb (BSMR), 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 2027 Mb (BSMR), 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 2027 Mb (BSMR) 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 2027 Mb (BSMR) 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 -1.2%
0.08%
$5.676M
240,509 shares@ 23.6 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 44.81%
0.12%
$3.026M
128,236 shares@ 23.61 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Decreased -4.02%
0.14%
$1.371M
58,088 shares@ 23.61 avg price
Michael Stulic@Astoria Portfolio Advisors Llc.
Recent Activity
Increased 14.85%
0.42%
$1.158M
49,185 shares@ 23.55 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
New Position
0.03%
$728,013
30,848 shares@ 23.61 avg price
James M. Nestor@Sentinel Pension Advisors Inc.
Recent Activity
Increased 38.13%
0.13%
$648,690
27,487 shares@ 23.6 avg price
Alex Butters@Tlwm
Recent Activity
Increased 2%
0.11%
$525,714
22,276 shares@ 23.61 avg price
Amy King@Kathmere Capital Management, Llc
Recent Activity
New Position
0.05%
$522,929
22,158 shares@ 23.61 avg price
Kimberly Byrne@Bill Few Associates, Inc.
Recent Activity
0.15%
$404,008
17,119 shares@ 23.6 avg price
Evelyn Cetina@Sterling Financial Group, Inc.
Recent Activity
Increased 1.57%
0.15%
$379,441
16,078 shares@ 23.61 avg price