BSMP

Invesco Bulletshares 2025 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 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

CurrentNew PositionIncreasedDecreasedExited
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
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
James M. Nestor@Sentinel Pension Advisors Inc.
Recent Activity
Increased 20.81%
0.17%
$870,247
35,506 shares@ 24.51 avg price
Michael Stulic@Astoria Portfolio Advisors Llc.
Recent Activity
Decreased -6.62%
0.3%
$835,182
34,034 shares@ 24.54 avg price
Alex Butters@Tlwm
Recent Activity
Increased 2.18%
0.11%
$528,902
21,579 shares@ 24.52 avg price
Ian Armstrong@Clear Harbor Asset Management, Llc
Recent Activity
Increased 1.12%
0.04%
$465,837
19,006 shares@ 24.51 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
New Position
0.01%
$455,648
18,605 shares@ 24.5 avg price
Troy M Davis@Davis Capital Management
Recent Activity
Decreased -7.21%
0.38%
$454,244
18,533 shares@ 24.52 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
0.03%
$384,152
15,686 shares@ 24.5 avg price