BSJQ

Invesco Bulletshares 2026 Hy

Latest period2024 - Q4Total superinvestors28

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, 28 superinvestors own shares of Invesco Bulletshares 2026 Hy (BSJQ), 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 2026 Hy (BSJQ), 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 2026 Hy (BSJQ) 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 2026 Hy (BSJQ) 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
Increased 4.78%
0.05%
$1.605M
68,965 shares@ 23.28 avg price
Gwen Wilmeth@Segment Wealth Management, Llc
Recent Activity
Increased 2.47%
0.1%
$1.404M
60,312 shares@ 23.28 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 8.53%
0.07%
$1.208M
51,887 shares@ 23.28 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Decreased -34.55%
0.05%
$965,959
41,502 shares@ 23.28 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -5.68%
0.01%
$939,000
40,329 shares@ 23.29 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 72.6%
0.08%
$915,732
39,344 shares@ 23.28 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$788,583
33,621 shares@ 23.46 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 4.18%
0.01%
$663,993
28,528 shares@ 23.28 avg price
Patrick W McNulty@Ballew Advisors, Inc
Recent Activity
0.39%
$604,944
25,941 shares@ 23.32 avg price
Tammy Trenta@Ff Advisors,llc
Recent Activity
Increased 4.79%
0.37%
$545,571
23,315 shares@ 23.4 avg price