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Divergent Wealth Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Divergent Wealth Advisors’s Portfolio BSCS Stock Details BSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$409K Hold
19,881
– – 0.07% 22
2024
Q2 		$397K Hold
19,881
– – 0.08% 22
2024
Q1 		$399K Hold
19,881
– – 0.08% 22
2023
Q4 		$403K Buy
+19,881
New +$390K 0.08% 25

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Divergent Wealth Advisors held its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) position steady in Q3 2024 at 19,881 shares worth $409K. The position accounts for 0.07% of the portfolio, ranked #22.

Divergent Wealth Advisors first reported a position in BSCS in Q4 2023 and has held it in 4 quarters since. 261 funds tracked by Wall St. Rank hold BSCS as of Q3 2024.

  • Divergent Wealth Advisors held 19,881 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $409K as of Q3 2024.
  • Divergent Wealth Advisors left its Invesco BulletShares 2028 Corporate Bond ETF share count unchanged in Q3 2024.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.07% of Divergent Wealth Advisors's portfolio in Q3 2024, its #22 holding.
  • Divergent Wealth Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • 261 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2024.

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