Benjamin F. Edwards & Company’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Benjamin F. Edwards & Company’s Portfolio BSCU Stock Details BSCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$187K	Buy	11,509 +2,302	+25%	+$37.3K	﹤0.01%	924
2024 Q1	$151K	Buy	9,207 +705	+8%	+$11.6K	﹤0.01%	987
2023 Q4	$141K	Buy	8,502 +4,580	+117%	+$72.7K	﹤0.01%	976
2023 Q3	$61K	Hold	3,922	–	–	﹤0.01%	1029
2023 Q2	$64K	Hold	3,922	–	–	﹤0.01%	1021
2023 Q1	$65K	Hold	3,922	–	–	﹤0.01%	1033
2022 Q4	$63K	Hold	3,922	–	–	﹤0.01%	1023
2022 Q3	$61K	Buy	+3,922	New	+$64.8K	﹤0.01%	1000

Other funds holding BSCU

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

ACA

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

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

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

RJA

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

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

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

Benjamin F. Edwards & Company increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 25% in Q2 2024, buying an estimated $37.3K and bringing the position to 11,509 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Benjamin F. Edwards & Company first reported a position in BSCU in Q3 2022 and has held it in 8 quarters since. 142 funds tracked by Wall St. Rank hold BSCU as of Q2 2024.

Benjamin F. Edwards & Company held 11,509 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $187K as of Q2 2024.
Benjamin F. Edwards & Company bought 2,302 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2024, an estimated $37.3K.
Invesco BulletShares 2030 Corporate Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #924 holding.
Benjamin F. Edwards & Company first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2022 and has held it in 8 quarters since.
142 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2024.

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