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
David Hunter@Horizons Wealth Management
Recent Activity
0.29%
$372,007
15,763 shares@ 23.61 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
New Position
0.01%
$319,765
13,492 shares@ 23.71 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
0.02%
$291,083
12,334 shares@ 23.61 avg price
Stephen Cheifetz@Kades & Cheifetz Llc
Recent Activity
Increased 21.53%
0.14%
$271,534
11,506 shares@ 23.6 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
0.01%
$26,810
1,136 shares@ 23.61 avg price
Stephanie West@Org Partners Llc
Recent Activity
0.01%
$20,060
850 shares@ 23.6 avg price
Georgann Ramage@West Branch Capital Llc
Recent Activity
0.01%
$11,800
500 shares@ 23.6 avg price