BSCS

Invesco Bulletshares 2028 Cb

Latest period2024 - Q4Total superinvestors52

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, 52 superinvestors own shares of Invesco Bulletshares 2028 Cb (BSCS), 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 2028 Cb (BSCS), 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 2028 Cb (BSCS) 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 2028 Cb (BSCS) 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
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Increased 51.77%
5.07%
$83.921M
4.169M shares@ 20.14 avg price
Alex Butters@Tlwm
Recent Activity
Increased 8.59%
5.24%
$26.623M
1.323M shares@ 20.14 avg price
Evelyn Cetina@Sterling Financial Group, Inc.
Recent Activity
Increased 15.03%
5.41%
$14.531M
721,849 shares@ 20.14 avg price
Robin Dolezal@Ironwood Financial, Llc
Recent Activity
Increased 0.64%
2.09%
$9.954M
494,476 shares@ 20.13 avg price
Mark Vasquez@Red Spruce Capital, Llc
Recent Activity
Increased 26.65%
3.32%
$7.466M
370,883 shares@ 20.14 avg price
Ashleigh Swayze@Bcs Wealth Management
Recent Activity
Increased 19.23%
1.43%
$5.749M
285,609 shares@ 20.13 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Increased 3.32%
0.15%
$5.015M
249,112 shares@ 20.14 avg price
David Hunter@Horizons Wealth Management
Recent Activity
Increased 6.11%
2.66%
$3.477M
172,745 shares@ 20.14 avg price
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
Increased 18.57%
0.44%
$2.889M
143,510 shares@ 20.14 avg price
Fredrick Williams@Old Port Advisors
Recent Activity
Increased 41.43%
0.68%
$2.352M
116,848 shares@ 20.13 avg price