BSCR

Invesco Bulletshares 2027 Cb

Latest period2024 - Q4Total superinvestors57

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Helen Halloran@Capital Investment Advisors, Llc Recent Activity Increased 6.72%	0.02%	$613,757 31,507 shares@ 19.49 avg price	Increased 6.72%
Steven C. Merrell@Monterey Private Wealth, Inc. Recent Activity Decreased -1.38%	0.2%	$591,417 30,360 shares@ 19.49 avg price	Decreased -1.38%
Rick Sanford@Whitener Capital Management, Inc. Recent Activity Increased 84.32%	0.17%	$571,232 29,324 shares@ 19.49 avg price	Increased 84.32%
Stephen Cheifetz@Kades & Cheifetz Llc Recent Activity Increased 1.09%	0.3%	$568,062 29,161 shares@ 19.49 avg price	Increased 1.09%
Lorraine Wang@Gamma Investing Llc Recent Activity Increased 250.87%	0.05%	$504,474 25,897 shares@ 19.49 avg price	Increased 250.87%
W. Travis McKinney@Hb Wealth Management, Llc Recent Activity Increased 3.59%	0.01%	$502,032 25,771 shares@ 19.49 avg price	Increased 3.59%
Stephanie West@Org Partners Llc Recent Activity	0.07%	$501,111 25,725 shares@ 19.48 avg price
Trevor Hodges@Sax Wealth Advisors, Llc Recent Activity Increased 0.75%	0.04%	$486,747 24,987 shares@ 19.49 avg price	Increased 0.75%
Marion Hebert@Central Valley Advisors, Llc Recent Activity New Position	0.21%	$451,859 23,196 shares@ 19.49 avg price	New Position
Michael McComb@Arkadios Wealth Advisors Recent Activity Increased 0.19%	0.03%	$448,858 23,042 shares@ 19.48 avg price	Increased 0.19%