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
John Waddill@Laurel Wealth Advisors Llc
Recent Activity
Increased 7.57%
0.74%
$4.694M
240,981 shares@ 19.48 avg price
Mark Finney@Mccarthy & Cox
Recent Activity
Increased 14.78%
1.53%
$4.408M
226,303 shares@ 19.48 avg price
David Hunter@Horizons Wealth Management
Recent Activity
Increased 5.68%
2.58%
$3.378M
173,383 shares@ 19.49 avg price
Todd Wilcox@S.e.e.d. Planning Group Llc
Recent Activity
Increased 4.98%
1.11%
$3.319M
170,404 shares@ 19.49 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 26.55%
0.15%
$3.312M
170,009 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
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
Increased 18.32%
0.45%
$2.904M
149,076 shares@ 19.49 avg price
Fredrick Williams@Old Port Advisors
Recent Activity
Increased 30.85%
0.78%
$2.684M
137,762 shares@ 19.49 avg price
Ray Fenger@Paradiem, Llc
Recent Activity
Increased 1.26%
0.66%
$2.444M
125,456 shares@ 19.49 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