BSMT

Invesco Bulletshares 2029 Mb

Latest period2026 - Q2Total superinvestors14

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 14 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
Aryn Sands@Avior Wealth Management, Llc
Recent Activity
Decreased -15.81%
0.12%
$4.453M
193,355 shares@ 23.03 avg price
Steven Farmer@Confluence Investment Management Llc
Recent Activity
Decreased -7.61%
0.04%
$2.221M
96,425 shares@ 23.04 avg price
Jim Cullen@Clark Asset Management, Llc
Recent Activity
Decreased -2.59%
0.18%
$2.215M
96,171 shares@ 23.04 avg price
MARK C. SOEHN@Financial Solutions Advisory Group, Inc.
Recent Activity
0.22%
$1.671M
72,527 shares@ 23.05 avg price
Dominic Corabi@Wedmont Private Capital
Recent Activity
New Position
0.02%
$717,125
31,078 shares@ 23.08 avg price
Alex Butters@Tlwm
Recent Activity
0.09%
$510,390
22,162 shares@ 23.03 avg price
Aryn Sands@Invariant Investment Management
Recent Activity
Increased 0.57%
0.23%
$388,568
16,869 shares@ 23.04 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
0.01%
$333,728
14,491 shares@ 23.04 avg price
Kimberly Byrne@Bill Few Associates, Inc.
Recent Activity
0.07%
$300,818
13,062 shares@ 23.04 avg price
Marc Koven@Cypress Wealth Services, Llc
Recent Activity
Increased 1.72%
0.04%
$244,763
10,628 shares@ 23.04 avg price

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