BSMR

Invesco Bulletshares 2027 Mb

Latest period2026 - Q1Total superinvestors141

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

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Claire Gordon@Morgan Stanley
Recent Activity
Increased 2.47%
0.01%
$13.337M
563,847 shares@ 23.66 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 12.18%
0.01%
$11.829M
500,074 shares@ 23.66 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 63.92%
0.01%
$11.039M
466,692 shares@ 23.66 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Increased 2.96%
0.01%
$10.943M
462,632 shares@ 23.66 avg price
Robert R. Leveille@Invesco Ltd.
Recent Activity
Increased 6.79%
0.01%
$9.341M
394,919 shares@ 23.66 avg price
MARK C. SOEHN@Financial Solutions Advisory Group, Inc.
Recent Activity
New Position
1.13%
$8.155M
344,756 shares@ 23.66 avg price
Vincent Kailis@Key Financial Inc
Recent Activity
Increased 10.78%
1.45%
$8.091M
342,056 shares@ 23.66 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 65.64%
0.01%
$7.869M
332,665 shares@ 23.66 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Increased 29.45%
0.01%
$6.014M
254,229 shares@ 23.66 avg price
Gary Davis, Jr.@Hightower Advisors, Llc
Recent Activity
Increased 44.64%
0.01%
$5.458M
230,738 shares@ 23.66 avg price

1-10 of 141