BSMU

Invesco Bulletshares 2030 Mb

Latest period2026 - Q1Total superinvestors94

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, 94 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
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Increased 3.32%
0.01%
$11.317M
518,802 shares@ 21.82 avg price
Joni McFarland@Hills Bank & Trust Co
Recent Activity
Increased 6.61%
0.49%
$10.053M
460,879 shares@ 21.82 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -5.52%
0.01%
$9.481M
434,624 shares@ 21.82 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Increased 5.22%
0.01%
$7.438M
340,961 shares@ 21.82 avg price
Robert R. Leveille@Invesco Ltd.
Recent Activity
Increased 15.64%
0.01%
$7.244M
332,099 shares@ 21.82 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Increased 29.26%
0.01%
$6.456M
295,973 shares@ 21.82 avg price
Jon Pawlowski@Stratos Wealth Advisors, Llc
Recent Activity
Increased 8.98%
0.4%
$6.448M
295,609 shares@ 21.82 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 19.12%
0.01%
$5.836M
267,567 shares@ 21.82 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 3.75%
0.01%
$5.004M
229,396 shares@ 21.82 avg price
Gary Davis, Jr.@Hightower Advisors, Llc
Recent Activity
Increased 0.03%
0.01%
$4.562M
209,156 shares@ 21.82 avg price

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