Benjamin F. Edwards & Company’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$199K	Buy	10,980 +2,087	+23%	+$37.8K	﹤0.01%	911
2024 Q1	$163K	Buy	8,893 +192	+2%	+$3.52K	﹤0.01%	966
2023 Q4	$161K	Buy	8,701 +4,558	+110%	+$81.1K	﹤0.01%	939
2023 Q3	$73K	Hold	4,143	–	–	﹤0.01%	972
2023 Q2	$74K	Hold	4,143	–	–	﹤0.01%	977
2023 Q1	$76K	Hold	4,143	–	–	﹤0.01%	987
2022 Q4	$74K	Buy	4,143 +622	+18%	+$11K	﹤0.01%	977
2022 Q3	$61K	Buy	+3,521	New	+$64.3K	﹤0.01%	999

Other funds holding BSCT

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

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

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

AWM

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

RJA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Benjamin F. Edwards & Company increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 23% in Q2 2024, buying an estimated $37.8K and bringing the position to 10,980 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Benjamin F. Edwards & Company first reported a position in BSCT in Q3 2022 and has held it in 8 quarters since. 164 funds tracked by Wall St. Rank hold BSCT as of Q2 2024.

Benjamin F. Edwards & Company held 10,980 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $199K as of Q2 2024.
Benjamin F. Edwards & Company bought 2,087 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2024, an estimated $37.8K.
Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #911 holding.
Benjamin F. Edwards & Company first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2022 and has held it in 8 quarters since.
164 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2024.

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