Benjamin F. Edwards & Company’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$184K	Buy	11,509 +2,296	+25%	+$36.5K	﹤0.01%	932
2024 Q1	$149K	Buy	9,213 +724	+9%	+$11.7K	﹤0.01%	990
2023 Q4	$139K	Buy	8,489 +4,521	+114%	+$70.3K	﹤0.01%	978
2023 Q3	$61K	Hold	3,968	–	–	﹤0.01%	1030
2023 Q2	$63K	Hold	3,968	–	–	﹤0.01%	1025
2023 Q1	$64K	Hold	3,968	–	–	﹤0.01%	1035
2022 Q4	$62K	Hold	3,968	–	–	﹤0.01%	1026
2022 Q3	$61K	Buy	+3,968	New	+$65.2K	﹤0.01%	1001

Other funds holding BSCV

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

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

RJA

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

ACA

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 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

RJFSA

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

AUB

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

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

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

Benjamin F. Edwards & Company increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 25% in Q2 2024, buying an estimated $36.5K and bringing the position to 11,509 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Benjamin F. Edwards & Company first reported a position in BSCV in Q3 2022 and has held it in 8 quarters since. 100 funds tracked by Wall St. Rank hold BSCV as of Q2 2024.

Benjamin F. Edwards & Company held 11,509 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $184K as of Q2 2024.
Benjamin F. Edwards & Company bought 2,296 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2024, an estimated $36.5K.
Invesco BulletShares 2031 Corporate Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #932 holding.
Benjamin F. Edwards & Company first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q3 2022 and has held it in 8 quarters since.
100 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2024.

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