BSJR

Invesco Bulletshares 2027 Hy

Latest period2024 - Q4Total superinvestors19

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, 19 superinvestors own shares of Invesco Bulletshares 2027 Hy (BSJR), 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 2027 Hy (BSJR), 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 2027 Hy (BSJR) 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 2027 Hy (BSJR) 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
Gary Wagner@Carnegie Investment Counsel
Recent Activity
New Position
0.02%
$490,000
21,875 shares@ 22.4 avg price
Michael Stulic@Astoria Portfolio Advisors Llc.
Recent Activity
New Position
0.1%
$277,953
12,367 shares@ 22.48 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
New Position
0.01%
$14,940
667 shares@ 22.4 avg price