BSCT

Invesco Bulletshares 2029 Cb

Latest period2024 - Q4Total superinvestors43

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 (%)

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
James Marsden@Apeiron Ria Llc
Recent Activity
New Position
0.32%
$1.108M
60,431 shares@ 18.35 avg price
Gwen Wilmeth@Segment Wealth Management, Llc
Recent Activity
Increased 6.07%
0.07%
$966,885
52,720 shares@ 18.35 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
Increased 37.85%
0.04%
$842,896
45,959 shares@ 18.35 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 9.61%
0.01%
$602,793
32,867 shares@ 18.35 avg price
Alex Butters@Tlwm
Recent Activity
0.1%
$498,004
27,154 shares@ 18.34 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
New Position
0.03%
$439,041
23,939 shares@ 18.34 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Increased 3.83%
0.04%
$400,784
21,853 shares@ 18.34 avg price
Marion Hebert@Central Valley Advisors, Llc
Recent Activity
New Position
0.19%
$399,319
21,773 shares@ 18.35 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 25.86%
0.01%
$359,812
19,619 shares@ 18.34 avg price
Ashleigh Swayze@Meridian Financial Partners Llc
Recent Activity
Decreased -25.49%
0.19%
$348,000
18,990 shares@ 18.33 avg price