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Cornerstone Planning Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Cornerstone Planning Group’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-46
Closed -$862 – 975
2023
Q3 		$862 Buy
+46
New +$872 ﹤0.01% 819

Other funds holding BSCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
RMDI
R.M. Davis Inc Portland, Maine $5.63B AUM 21.26% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Cornerstone Planning Group's BSCR Position: Q4 2023 in Review

Cornerstone Planning Group sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q4 2023, closing a stake of 46 shares — an estimated $862 sold.

Cornerstone Planning Group first reported a position in BSCR in Q3 2023 and held it in 1 quarter. The position peaked at $862 in Q3 2023. 247 funds tracked by Wall St. Rank hold BSCR as of Q4 2023.

  • Cornerstone Planning Group reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 46 Invesco BulletShares 2027 Corporate Bond ETF shares in Q4 2023, an estimated $862.
  • Cornerstone Planning Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Cornerstone Planning Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $862 in Q3 2023.
  • 247 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q4 2023.

Based on Cornerstone Planning Group's 13F filing for Q4 2023, filed 12 Feb 2024.