BSCR

Invesco Bulletshares 2027 Cb

Latest period2024 - Q4Total superinvestors57

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, 57 superinvestors own shares of Invesco Bulletshares 2027 Cb (BSCR), 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 Cb (BSCR), 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 Cb (BSCR) 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 Cb (BSCR) 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
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -1.18%
0.45%
$30.527M
1.567M shares@ 19.49 avg price
Robin Dolezal@Ironwood Financial, Llc
Recent Activity
Decreased -0.31%
2.1%
$9.971M
511,863 shares@ 19.48 avg price
James M. Nestor@Sentinel Pension Advisors Inc.
Recent Activity
Decreased -2.96%
1.38%
$7.394M
379,552 shares@ 19.48 avg price
Mark Vasquez@Red Spruce Capital, Llc
Recent Activity
Decreased -6.25%
2.76%
$6.198M
318,163 shares@ 19.48 avg price
Jeffrey Smith@Eastern Bank
Recent Activity
Decreased -38.98%
0.1%
$5.229M
268,413 shares@ 19.48 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.15%
0.01%
$3.258M
165,193 shares@ 19.73 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Decreased -17.53%
0.14%
$2.068M
106,155 shares@ 19.48 avg price
Laura Flanagan@Oliver Luxxe Assets Llc
Recent Activity
Decreased -6.38%
0.36%
$2.056M
105,551 shares@ 19.49 avg price
James Marsden@Apeiron Ria Llc
Recent Activity
Decreased -1.66%
0.3%
$1.062M
54,497 shares@ 19.48 avg price
Marc Koven@Cypress Wealth Services, Llc
Recent Activity
Decreased -1.02%
0.19%
$932,391
47,864 shares@ 19.49 avg price