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Divergent Wealth Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Divergent Wealth Advisors’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
2024
Q3 		$396K Hold
20,073
– – 0.07% 23
2024
Q2 		$386K Hold
20,073
– – 0.07% 23
2024
Q1 		$387K Hold
20,073
– – 0.08% 23
2023
Q4 		$391K Hold
20,073
– – 0.08% 26
2023
Q3 		$376K Buy
+20,073
New +$380K 0.09% 22

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Divergent Wealth Advisors's BSCR Position: Q3 2024 in Review

Divergent Wealth Advisors held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q3 2024 at 20,073 shares worth $396K. The position accounts for 0.07% of the portfolio, ranked #23.

Divergent Wealth Advisors first reported a position in BSCR in Q3 2023 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold BSCR as of Q3 2024.

  • Divergent Wealth Advisors held 20,073 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $396K as of Q3 2024.
  • Divergent Wealth Advisors left its Invesco BulletShares 2027 Corporate Bond ETF share count unchanged in Q3 2024.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.07% of Divergent Wealth Advisors's portfolio in Q3 2024, its #23 holding.
  • Divergent Wealth Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2023 and has held it in 5 quarters since.
  • 292 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2024.

Based on Divergent Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.