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Almanack Investment Partners’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-975
Closed -$19K – 308
2022
Q3 		$19K Buy
+975
New +$19.6K ﹤0.01% 383

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EB
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MFWM
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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Almanack Investment Partners's BSCS Position: Q4 2022 in Review

Almanack Investment Partners sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q4 2022, closing a stake of 975 shares — an estimated $19K sold.

Almanack Investment Partners first reported a position in BSCS in Q3 2022 and held it in 1 quarter. The position peaked at $19K in Q3 2022. 105 funds tracked by Wall St. Rank hold BSCS as of Q4 2022.

  • Almanack Investment Partners reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 975 Invesco BulletShares 2028 Corporate Bond ETF shares in Q4 2022, an estimated $19K.
  • Almanack Investment Partners first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $19K in Q3 2022.
  • 105 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.