Cetera Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Cetera Advisors’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 Q1	$387K	Buy	21,152 +3,016	+17%	+$55.2K	﹤0.01%	1773
2023 Q4	$336K	Buy	18,136 +4,081	+29%	+$72.6K	﹤0.01%	1361
2023 Q3	$246K	Hold	14,055	–	–	﹤0.01%	1430
2023 Q2	$252K	Sell	14,055 -205	-1%	-$3.73K	﹤0.01%	1388
2023 Q1	$261K	Buy	+14,260	New	+$258K	﹤0.01%	1354

Other funds holding BSCT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

AWM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Advisors's BSCT Position: Q1 2024 in Review

Cetera Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 17% in Q1 2024, buying an estimated $55.2K and bringing the position to 21,152 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Cetera Advisors first reported a position in BSCT in Q1 2023 and has held it in 5 quarters since. 137 funds tracked by Wall St. Rank hold BSCT as of Q1 2024.

Cetera Advisors held 21,152 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $387K as of Q1 2024.
Cetera Advisors bought 3,016 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2024, an estimated $55.2K.
Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1773 holding.
Cetera Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2023 and has held it in 5 quarters since.
137 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2024.

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