BSMQ

Invesco Bulletshares 2026 Mb

Latest period2024 - Q4Total superinvestors35

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, 35 superinvestors own shares of Invesco Bulletshares 2026 Mb (BSMQ), 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 2026 Mb (BSMQ), 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 2026 Mb (BSMQ) 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 2026 Mb (BSMQ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Steven Farer@Confluence Investment Management Llc
Recent Activity
Decreased -2.01%
0.08%
$5.085M
215,731 shares@ 23.58 avg price
Brian Duvall@Asset Dedication, Llc
Recent Activity
Increased 4.98%
0.21%
$2.588M
109,792 shares@ 23.57 avg price
Rebecca A. Schmidt@Resonant Capital Advisors, Llc
Recent Activity
Decreased -17.13%
0.13%
$1.69M
71,705 shares@ 23.58 avg price
Harold Williams@Precedent Wealth Partners, Llc
Recent Activity
Increased 4.16%
0.53%
$1.619M
68,704 shares@ 23.57 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Decreased -3.05%
0.1%
$1.464M
62,119 shares@ 23.57 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Decreased -3.7%
0.14%
$1.384M
58,716 shares@ 23.57 avg price
Stacy Fleming@Alphastar Capital Management, Llc
Recent Activity
Increased 11.89%
0.13%
$1.168M
49,565 shares@ 23.57 avg price
Gregory Shoemaker@Cornerstone Wealth Management, Llc
Recent Activity
Increased 10.52%
0.07%
$1.001M
42,451 shares@ 23.58 avg price
James M. Nestor@Sentinel Pension Advisors Inc.
Recent Activity
Increased 20.6%
0.17%
$877,131
37,214 shares@ 23.57 avg price
Michael Stulic@Astoria Portfolio Advisors Llc.
Recent Activity
Decreased -8.18%
0.3%
$838,971
35,565 shares@ 23.59 avg price

1-10 of 35