Cetera Advisor Networks’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Cetera Advisor Networks’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 Q1	$821K	Buy	40,915 +7,324	+22%	+$147K	﹤0.01%	1592
2023 Q4	$681K	Buy	33,591 +16,074	+92%	+$315K	﹤0.01%	1640
2023 Q3	$339K	Buy	+17,517	New	+$344K	﹤0.01%	2063
2020 Q3	–	Sell	-455	Closed	-$10K	–	1445
2020 Q2	$10K	Buy	+455	New	+$10.1K	﹤0.01%	2708

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

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 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

Cetera Advisor Networks's BSCS Position: Q1 2024 in Review

Cetera Advisor Networks increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 22% in Q1 2024, buying an estimated $147K and bringing the position to 40,915 shares worth $821K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Cetera Advisor Networks first reported a position in BSCS in Q2 2020 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold BSCS as of Q1 2024.

Cetera Advisor Networks held 40,915 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $821K as of Q1 2024.
Cetera Advisor Networks bought 7,324 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2024, an estimated $147K.
Invesco BulletShares 2028 Corporate Bond ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1592 holding.
Cetera Advisor Networks first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2020 and has held it in 4 quarters since.
220 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.