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Cetera Advisors’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Cetera Advisors’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
Q1 		$804K Buy
49,870
+28,897
+138% +$466K 0.01% 1272
2023
Q4 		$344K Buy
+20,973
New +$326K ﹤0.01% 1347

Other funds holding BSCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

Cetera Advisors's BSCV Position: Q1 2024 in Review

Cetera Advisors increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 138% in Q1 2024, buying an estimated $466K and bringing the position to 49,870 shares worth $804K. The position accounts for 0.01% of the portfolio, ranked #1272.

Cetera Advisors first reported a position in BSCV in Q4 2023 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold BSCV as of Q1 2024.

  • Cetera Advisors held 49,870 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $804K as of Q1 2024.
  • Cetera Advisors bought 28,897 Invesco BulletShares 2031 Corporate Bond ETF shares in Q1 2024, an estimated $466K.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1272 holding.
  • Cetera Advisors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2023 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q1 2024.

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