Benjamin F. Edwards & Company’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$204K	Buy	10,243 +1,922	+23%	+$38.3K	﹤0.01%	904
2024 Q1	$167K	Buy	8,321 +175	+2%	+$3.52K	﹤0.01%	960
2023 Q4	$165K	Buy	8,146 +4,398	+117%	+$86.3K	﹤0.01%	930
2023 Q3	$73K	Hold	3,748	–	–	﹤0.01%	971
2023 Q2	$74K	Hold	3,748	–	–	﹤0.01%	976
2023 Q1	$75K	Hold	3,748	–	–	﹤0.01%	990
2022 Q4	$74K	Buy	3,748 +560	+18%	+$10.9K	﹤0.01%	976
2022 Q3	$61K	Buy	+3,188	New	+$64K	﹤0.01%	998

Other funds holding BSCS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Benjamin F. Edwards & Company's BSCS Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 23% in Q2 2024, buying an estimated $38.3K and bringing the position to 10,243 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Benjamin F. Edwards & Company first reported a position in BSCS in Q3 2022 and has held it in 8 quarters since. 239 funds tracked by Wall St. Rank hold BSCS as of Q2 2024.

Benjamin F. Edwards & Company held 10,243 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $204K as of Q2 2024.
Benjamin F. Edwards & Company bought 1,922 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2024, an estimated $38.3K.
Invesco BulletShares 2028 Corporate Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #904 holding.
Benjamin F. Edwards & Company first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2022 and has held it in 8 quarters since.
239 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.