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
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Decreased -22.83%
0.09%
$1.255M
62,357 shares@ 20.13 avg price
Gwen Wilmeth@Segment Wealth Management, Llc
Recent Activity
Increased 3.14%
0.08%
$1.168M
58,032 shares@ 20.13 avg price
Jacqueline Bos@Butensky & Cohen Financial Security, Inc
Recent Activity
Increased 1.65%
0.36%
$1.143M
56,801 shares@ 20.13 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
New Position
0.02%
$1.127M
55,964 shares@ 20.14 avg price
James Marsden@Apeiron Ria Llc
Recent Activity
Increased 0.66%
0.31%
$1.094M
54,355 shares@ 20.14 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 151.15%
0.04%
$1.077M
53,524 shares@ 20.14 avg price
John Waddill@Laurel Wealth Advisors Llc
Recent Activity
Increased 239.83%
0.17%
$1.066M
52,938 shares@ 20.13 avg price
Stephen Cheifetz@Kades & Cheifetz Llc
Recent Activity
Increased 0.4%
0.46%
$882,292
43,830 shares@ 20.13 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
Increased 1.69%
0.04%
$855,220
42,485 shares@ 20.13 avg price
AMJ Sarabia@First City Capital Management, Inc.
Recent Activity
0.46%
$847,473
42,100 shares@ 20.13 avg price