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Beaird Harris Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Beaird Harris Wealth Management’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
2022
Q3 		– Sell
-2,790
Closed -$54K – 486
2022
Q2 		$54K Hold
2,790
– – 0.01% 133
2022
Q1 		$56K Hold
2,790
– – 0.02% 178
2021
Q4 		$60K Buy
+2,790
New +$60.3K 0.02% 211

Other funds holding BSCR

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

Beaird Harris Wealth Management's BSCR Position: Q3 2022 in Review

Beaird Harris Wealth Management sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q3 2022, closing a stake of 2,790 shares — an estimated $54K sold.

Beaird Harris Wealth Management first reported a position in BSCR in Q4 2021 and held it in 3 quarters. The position peaked at $60K in Q4 2021. 123 funds tracked by Wall St. Rank hold BSCR as of Q3 2022.

  • Beaird Harris Wealth Management reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 2,790 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2022, an estimated $54K.
  • Beaird Harris Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Beaird Harris Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $60K in Q4 2021.
  • 123 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.