Invesco Bulletshares 2027 Cb
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 402 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
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Elena Ro@Lido Advisors, Llc
| 4.29% | $1.4B 70.692M shares@ 19.81 avg price | Increased 5.77% |
Claire Gordon@Morgan Stanley
| 0.02% | $202.348M 10.311M shares@ 19.63 avg price | Decreased -0.68% |
Andrew Johnson@Ubs Group Ag
| 0.03% | $161.526M 8.231M shares@ 19.63 avg price | Increased 95.06% |
Patricia Arce@Wells Fargo & Company Mn
| 0.03% | $142.95M 7.284M shares@ 19.63 avg price | Increased 1.68% |
Kirk Evangeliou@Lpl Financial Llc
| 0.04% | $140.731M 7.171M shares@ 19.63 avg price | Increased 6.42% |
Rachel Jacobson@Raymond James Financial Inc
| 0.04% | $118.459M 6.036M shares@ 19.63 avg price | Increased 41.84% |
Andres Ortiz@Bank Of America Corp De
| 0.01% | $109.674M 5.589M shares@ 19.63 avg price | Increased 11.41% |
Robert R. Leveille@Invesco Ltd.
| 0.02% | $72.485M 3.694M shares@ 19.63 avg price | Increased 7.05% |
Donna Schuette@Mai Capital Management
| 0.34% | $59.965M 3.056M shares@ 19.63 avg price | Increased 5.08% |
Joni McFarland@Hills Bank & Trust Co
| 2.52% | $51.989M 2.649M shares@ 19.63 avg price | Increased 4.84% |
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