Engrave Wealth Partners’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Engrave Wealth Partners’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	$652K	Buy	+33,511	New	+$635K	0.19%	41

Other funds holding BSCR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Engrave Wealth Partners's BSCR Position: Q4 2023 in Review

Engrave Wealth Partners opened a new position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q4 2023: 33,511 shares worth $652K. The stake represents 0.19% of the portfolio and ranks #41 among its holdings.

247 funds tracked by Wall St. Rank hold BSCR as of Q4 2023.

Engrave Wealth Partners held 33,511 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $652K as of Q4 2023.
Invesco BulletShares 2027 Corporate Bond ETF was a new Engrave Wealth Partners position in Q4 2023.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.19% of Engrave Wealth Partners's portfolio in Q4 2023, its #41 holding.
247 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.