AWA
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Alaska Wealth Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Alaska Wealth Advisors’s Portfolio BSCT Stock Details BSCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,515
Closed -$63.8K – 116
2024
Q2 		$63.8K Buy
3,515
+1,544
+78% +$28K 0.01% 86
2024
Q1 		$36.1K Buy
+1,971
New +$36.1K 0.01% 90

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alaska Wealth Advisors's BSCT Position: Q3 2024 in Review

Alaska Wealth Advisors sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q3 2024, closing a stake of 3,515 shares — an estimated $63.8K sold.

Alaska Wealth Advisors first reported a position in BSCT in Q1 2024 and held it in 2 quarters. The position peaked at $63.8K in Q2 2024. 186 funds tracked by Wall St. Rank hold BSCT as of Q3 2024.

  • Alaska Wealth Advisors reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Alaska Wealth Advisors sold 3,515 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2024, an estimated $63.8K.
  • Alaska Wealth Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2024 and held it in 2 quarters.
  • Alaska Wealth Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $63.8K in Q2 2024.
  • 186 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2024.

Based on Alaska Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.