Advisor Group’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Advisor Group’s Portfolio BSCS Stock Details BSCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$17K	Buy	+750	New	+$16.5K	﹤0.01%	4039
2019 Q3	–	Sell	-11,000	Closed	-$237K	–	5274
2019 Q2	$237K	Buy	11,000 +2,500	+29%	+$52.4K	﹤0.01%	2171
2019 Q1	$176K	Buy	+8,500	New	+$172K	﹤0.01%	2385

Other funds holding BSCS

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIM

Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Advisor Group's BSCS Position: Q4 2019 in Review

Advisor Group opened a new position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q4 2019: 750 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #4039 among its holdings. This is a return to the name: Advisor Group previously reported a position in BSCS as recently as Q2 2019.

Advisor Group first reported a position in BSCS in Q1 2019 and has held it in 3 quarters since. The position peaked at $237K in Q2 2019. 28 funds tracked by Wall St. Rank hold BSCS as of Q4 2019.

Advisor Group held 750 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $17K as of Q4 2019.
Invesco BulletShares 2028 Corporate Bond ETF was a new Advisor Group position in Q4 2019.
Invesco BulletShares 2028 Corporate Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4039 holding.
Advisor Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2019 and has held it in 3 quarters since.
Advisor Group's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $237K in Q2 2019.
28 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.