BSMU

Invesco Bulletshares 2030 Mb

Latest period2026 - Q2Total superinvestors11

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, 11 superinvestors own shares of Invesco Bulletshares 2030 Mb (BSMU), 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 2030 Mb (BSMU), 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 2030 Mb (BSMU) 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 2030 Mb (BSMU) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Steven Farmer@Confluence Investment Management Llc
Recent Activity
Decreased -6.8%
0.04%
$2.513M
114,674 shares@ 21.92 avg price
Jim Cullen@Clark Asset Management, Llc
Recent Activity
Increased 26.32%
0.2%
$2.472M
112,774 shares@ 21.92 avg price
Jessica Estes@Sarver Vrooman Wealth Advisors
Recent Activity
Increased 0.2%
0.51%
$853,973
39,012 shares@ 21.9 avg price
Dominic Corabi@Wedmont Private Capital
Recent Activity
New Position
0.02%
$707,980
32,350 shares@ 21.89 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
New Position
0.03%
$653,573
29,962 shares@ 21.82 avg price
Alex Butters@Tlwm
Recent Activity
0.09%
$522,647
23,845 shares@ 21.92 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -0.92%
0.01%
$296,988
13,550 shares@ 21.92 avg price
Buddy Levy@Nestegg Advisors, Inc.
Recent Activity
Decreased -49.2%
0.19%
$260,255
11,874 shares@ 21.92 avg price
Timothy Sagawa@Gradient Capital Advisors, Llc
Recent Activity
0.05%
$205,617
9,381 shares@ 21.92 avg price
Raymond P. Dean@Harbor Investment Advisory, Llc
Recent Activity
0.01%
$30,686
1,400 shares@ 21.92 avg price

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