BSJR

Invesco Bulletshares 2027 Hy

Latest period2026 - Q2Total superinvestors21

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, 21 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 6.33%
6.56%
$53.521M
2.395M shares@ 22.35 avg price
Trevor N. Hoffman@Collective Family Office Llc
Recent Activity
Increased 24.48%
1.68%
$8.183M
366,184 shares@ 22.35 avg price
Philip B. Palmer@Chatham Capital Group, Inc.
Recent Activity
Increased 18.01%
0.86%
$6.668M
298,406 shares@ 22.35 avg price
Ray Fenger@Paradiem, Llc
Recent Activity
Decreased -3.58%
0.38%
$1.745M
78,097 shares@ 22.35 avg price
Matthew J. Syverson@Sound Stewardship, Llc
Recent Activity
Increased 3.67%
0.57%
$1.382M
61,829 shares@ 22.35 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Decreased -9.12%
0.03%
$918,985
41,126 shares@ 22.35 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Increased 40.26%
0.26%
$707,342
31,655 shares@ 22.35 avg price
C Brooks Mosby@Ballew Advisors, Inc
Recent Activity
0.37%
$702,148
31,396 shares@ 22.37 avg price
Aryn Sands@Meriwether Wealth & Planning, Llc
Recent Activity
0.33%
$656,625
29,385 shares@ 22.35 avg price
Christopher Griffith@Stablepoint Partners, Llc
Recent Activity
Decreased -2.2%
0.09%
$647,217
28,964 shares@ 22.35 avg price

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