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
Robin Dolezal@Ironwood Financial, Llc
Recent Activity
Increased 2.87%
1.66%
$7.877M
351,641 shares@ 22.41 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Increased 5.25%
0.19%
$5.203M
232,296 shares@ 22.4 avg price
Diane Collins@Rovin Capital Ut Adv
Recent Activity
Increased 29.08%
1.77%
$4.904M
218,931 shares@ 22.4 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 26.35%
0.11%
$2.213M
98,796 shares@ 22.4 avg price
Gwen Wilmeth@Segment Wealth Management, Llc
Recent Activity
Increased 6.11%
0.11%
$1.491M
66,580 shares@ 22.4 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 5.94%
0.06%
$1.172M
52,328 shares@ 22.41 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 83.95%
0.09%
$1.036M
46,241 shares@ 22.4 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 3.63%
0.02%
$758,854
33,877 shares@ 22.41 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Increased 36.76%
0.2%
$389,438
17,386 shares@ 22.4 avg price
David Hunter@Horizons Wealth Management
Recent Activity
Increased 91.31%
0.13%
$158,771
7,088 shares@ 22.4 avg price