BSMR

Invesco Bulletshares 2027 Mb

Latest period2026 - Q2Total superinvestors15

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, 15 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
MARK C. SOEHN@Financial Solutions Advisory Group, Inc.
Recent Activity
Decreased -0.31%
1.03%
$8.13M
343,679 shares@ 23.66 avg price
Aryn Sands@Avior Wealth Management, Llc
Recent Activity
Decreased -5.97%
0.11%
$4.057M
171,608 shares@ 23.65 avg price
Jim Cullen@Clark Asset Management, Llc
Recent Activity
Increased 31.69%
0.12%
$1.466M
61,999 shares@ 23.64 avg price
Jessica Estes@Sarver Vrooman Wealth Advisors
Recent Activity
Increased 0.2%
0.51%
$853,802
36,117 shares@ 23.64 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
0.02%
$754,589
31,920 shares@ 23.65 avg price
Dominic Corabi@Wedmont Private Capital
Recent Activity
New Position
0.02%
$720,090
30,480 shares@ 23.63 avg price
Alex Butters@Tlwm
Recent Activity
0.09%
$518,969
21,953 shares@ 23.65 avg price
Elizabeth Parks@Voisard Asset Management Group, Inc.
Recent Activity
0.1%
$518,189
21,920 shares@ 23.65 avg price
Kimberly Byrne@Bill Few Associates, Inc.
Recent Activity
0.09%
$404,693
17,119 shares@ 23.64 avg price
Bonnie Courtney@Cambridge Financial Group, Llc
Recent Activity
Decreased -20.87%
0.13%
$397,578
16,818 shares@ 23.65 avg price

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