AIP
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Almanack Investment Partners’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-1,056
Closed -$18K – 309
2022
Q3 		$18K Buy
+1,056
New +$19.3K ﹤0.01% 389

Other funds holding BSCT

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EB
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MFWM
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GCP
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CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
MWM
Marietta Wealth Management Marietta, Georgia $841M AUM 21.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Almanack Investment Partners sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q4 2022, closing a stake of 1,056 shares — an estimated $18K sold.

Almanack Investment Partners first reported a position in BSCT in Q3 2022 and held it in 1 quarter. The position peaked at $18K in Q3 2022. 64 funds tracked by Wall St. Rank hold BSCT as of Q4 2022.

  • Almanack Investment Partners reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 1,056 Invesco BulletShares 2029 Corporate Bond ETF shares in Q4 2022, an estimated $18K.
  • Almanack Investment Partners first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $18K in Q3 2022.
  • 64 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q4 2022.

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