BSCT

Invesco Bulletshares 2029 Cb

Latest period2024 - Q4Total superinvestors43

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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, 43 superinvestors own shares of Invesco Bulletshares 2029 Cb (BSCT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Bulletshares 2029 Cb (BSCT), 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 2029 Cb (BSCT) 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 2029 Cb (BSCT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Timothy Richards@Apella Capital, Llc Recent Activity Increased 37.85%	0.04%	$842,896 45,959 shares@ 18.35 avg price	Increased 37.85%
W. Travis McKinney@Hb Wealth Management, Llc Recent Activity Increased 9.61%	0.01%	$602,793 32,867 shares@ 18.35 avg price	Increased 9.61%
Trevor Hodges@Sax Wealth Advisors, Llc Recent Activity Increased 3.83%	0.04%	$400,784 21,853 shares@ 18.34 avg price	Increased 3.83%
Helen Halloran@Capital Investment Advisors, Llc Recent Activity Increased 25.86%	0.01%	$359,812 19,619 shares@ 18.34 avg price	Increased 25.86%
Stephen Cheifetz@Kades & Cheifetz Llc Recent Activity Increased 0.5%	0.16%	$307,054 16,742 shares@ 18.35 avg price	Increased 0.5%
Steven C. Merrell@Monterey Private Wealth, Inc. Recent Activity Increased 20.89%	0.11%	$305,659 16,666 shares@ 18.35 avg price	Increased 20.89%
Craig Silberg@Everpar Advisors Llc Recent Activity Increased 38.83%	0.14%	$262,776 14,328 shares@ 18.35 avg price	Increased 38.83%
John Waddill@Laurel Wealth Advisors Llc Recent Activity Increased 327%	0.04%	$234,930 12,810 shares@ 18.34 avg price	Increased 327%