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Cetera Advisors’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Cetera Advisors’s Portfolio BSCX Stock Details BSCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$693K Buy
33,260
+20,505
+161% +$428K 0.01% 1389
2023
Q4 		$272K Buy
+12,755
New +$256K ﹤0.01% 1482

Other funds holding BSCX

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Cetera Advisors's BSCX Position: Q1 2024 in Review

Cetera Advisors increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 161% in Q1 2024, buying an estimated $428K and bringing the position to 33,260 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #1389.

Cetera Advisors first reported a position in BSCX in Q4 2023 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold BSCX as of Q1 2024.

  • Cetera Advisors held 33,260 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $693K as of Q1 2024.
  • Cetera Advisors bought 20,505 Invesco BulletShares 2033 Corporate Bond ETF shares in Q1 2024, an estimated $428K.
  • Invesco BulletShares 2033 Corporate Bond ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1389 holding.
  • Cetera Advisors first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q4 2023 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q1 2024.

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