BSMT

Invesco Bulletshares 2029 Mb

Latest period2026 - Q1Total superinvestors115

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, 115 superinvestors own shares of Invesco Bulletshares 2029 Mb (BSMT), 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 2029 Mb (BSMT), 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 2029 Mb (BSMT) 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 2029 Mb (BSMT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
James Finlayson@Elequin Capital, Lp
Recent Activity
Increased 1110.45%
1.87%
$22.141M
943,376 shares@ 23.48 avg price
Joni McFarland@Hills Bank & Trust Co
Recent Activity
Increased 4.14%
0.74%
$15.179M
659,279 shares@ 23.03 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Increased 1.29%
0.01%
$13.508M
586,718 shares@ 23.03 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 10.21%
0.01%
$6.897M
299,559 shares@ 23.03 avg price
Robert R. Leveille@Invesco Ltd.
Recent Activity
Increased 5.64%
0.01%
$6.817M
296,105 shares@ 23.03 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 10.23%
0.01%
$6.719M
291,824 shares@ 23.03 avg price
Amy King@Kathmere Capital Management, Llc
Recent Activity
Decreased -7.65%
0.36%
$5.798M
251,833 shares@ 23.03 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -1.71%
0.01%
$5.644M
245,117 shares@ 23.03 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Increased 29.54%
0.01%
$5.386M
233,923 shares@ 23.03 avg price
Aryn Sands@Avior Wealth Management, Llc
Recent Activity
Increased 13.8%
0.15%
$5.288M
229,676 shares@ 23.03 avg price

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