BSMP

Invesco Bulletshares 2025 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 2025 Mb (BSMP), 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 2025 Mb (BSMP), 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 2025 Mb (BSMP) 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 2025 Mb (BSMP) 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 -3.21%
0.07%
$5.039M
205,599 shares@ 24.51 avg price
Brian Duvall@Asset Dedication, Llc
Recent Activity
Increased 4.44%
0.2%
$2.504M
102,150 shares@ 24.51 avg price
Aryn Sands@Leo Wealth, Llc
Recent Activity
0.18%
$1.919M
78,313 shares@ 24.52 avg price
Rebecca A. Schmidt@Resonant Capital Advisors, Llc
Recent Activity
Decreased -17.6%
0.12%
$1.625M
66,284 shares@ 24.52 avg price
Harold Williams@Precedent Wealth Partners, Llc
Recent Activity
Increased 3.74%
0.54%
$1.624M
66,277 shares@ 24.51 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Decreased -5.6%
0.05%
$1.569M
64,005 shares@ 24.52 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Decreased -3.42%
0.15%
$1.519M
61,986 shares@ 24.52 avg price
Bryson Braden@Denver Wealth Management, Inc.
Recent Activity
Decreased -1.04%
0.6%
$1.313M
53,558 shares@ 24.51 avg price
Susan Roy@Webster Bank, N. A.
Recent Activity
Decreased -5.43%
0.14%
$1.223M
49,904 shares@ 24.51 avg price
Stacy Fleming@Alphastar Capital Management, Llc
Recent Activity
Increased 11.76%
0.13%
$1.177M
48,012 shares@ 24.51 avg price

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