BSJR

Invesco Bulletshares 2027 Hy

Latest period2026 - Q1Total superinvestors168

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, 168 superinvestors own shares of Invesco Bulletshares 2027 Hy (BSJR), 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 Hy (BSJR), 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 Hy (BSJR) 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 Hy (BSJR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Gerardo Martinez@Mirador Capital Partners Lp
Recent Activity
Increased 6.21%
7.14%
$50.38M
2.253M shares@ 22.37 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 6.27%
0.02%
$44.204M
1.976M shares@ 22.37 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 15%
0.04%
$36.054M
1.612M shares@ 22.37 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 69.05%
0.01%
$30.353M
1.357M shares@ 22.37 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Increased 16.55%
0.01%
$26.327M
1.177M shares@ 22.37 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -2.36%
0.01%
$24.861M
1.112M shares@ 22.37 avg price
R. Scott Miller@Larson Financial Group Llc
Recent Activity
Decreased -0.57%
0.69%
$21.462M
959,603 shares@ 22.37 avg price
Cynthia Schlanger@Ashton Thomas Private Wealth, Llc
Recent Activity
Increased 73.96%
0.41%
$17.142M
766,470 shares@ 22.37 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Increased 75.24%
0.03%
$14.818M
662,459 shares@ 22.37 avg price
Spencer Ferguson@Mercer Global Advisors Inc Adv
Recent Activity
Increased 39.46%
0.03%
$13.813M
617,617 shares@ 22.37 avg price

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