Invesco Bulletshares 2027 Mb
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
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
David Hunter@Horizons Wealth Management
| 0.29% | $372,007 15,763 shares@ 23.61 avg price | |
Eric Duncan@Wealth Enhancement Advisory Services, Llc
| 0.01% | $319,765 13,492 shares@ 23.71 avg price | New Position |
Tom Lewis@Krilogy Financial Llc
| 0.02% | $291,083 12,334 shares@ 23.61 avg price | |
Stephen Cheifetz@Kades & Cheifetz Llc
| 0.14% | $271,534 11,506 shares@ 23.6 avg price | Increased 21.53% |
Steve Corless@Advisornet Financial, Inc
| 0.01% | $26,810 1,136 shares@ 23.61 avg price | |
Stephanie West@Org Partners Llc
| 0.01% | $20,060 850 shares@ 23.6 avg price | |
Georgann Ramage@West Branch Capital Llc
| 0.01% | $11,800 500 shares@ 23.6 avg price |