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
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 Snyder@Beaumont Financial Advisors, Llc
Recent Activity
Increased 4.43%
0.12%
$1.521M
78,092 shares@ 19.49 avg price
Michael Stulic@Astoria Portfolio Advisors Llc.
Recent Activity
Increased 13.92%
0.48%
$1.333M
68,527 shares@ 19.46 avg price
Gwen Wilmeth@Segment Wealth Management, Llc
Recent Activity
Increased 1.55%
0.09%
$1.206M
61,892 shares@ 19.48 avg price
Jacqueline Bos@Butensky & Cohen Financial Security, Inc
Recent Activity
Increased 2.22%
0.37%
$1.157M
59,400 shares@ 19.48 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
Increased 2.12%
0.04%
$850,994
43,686 shares@ 19.48 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 6.72%
0.02%
$613,757
31,507 shares@ 19.49 avg price
Rick Sanford@Whitener Capital Management, Inc.
Recent Activity
Increased 84.32%
0.17%
$571,232
29,324 shares@ 19.49 avg price