Argent Financial Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Argent Financial Group’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$612K	Buy	+31,034	New	+$607K	0.07%	194

Other funds holding BSCR

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Argent Financial Group's BSCR Position: Q3 2024 in Review

Argent Financial Group opened a new position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q3 2024: 31,034 shares worth $612K. The stake represents 0.07% of the portfolio and ranks #194 among its holdings.

292 funds tracked by Wall St. Rank hold BSCR as of Q3 2024.

Argent Financial Group held 31,034 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $612K as of Q3 2024.
Invesco BulletShares 2027 Corporate Bond ETF was a new Argent Financial Group position in Q3 2024.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.07% of Argent Financial Group's portfolio in Q3 2024, its #194 holding.
292 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.