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Financial Advisory Group’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Financial Advisory Group’s Portfolio BSCU Stock Details BSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$714K Buy
43,545
+20,793
+91% +$341K 0.13% 52
2023
Q4 		$378K Buy
22,752
+5,107
+29% +$81K 0.07% 69
2023
Q3 		$275K Buy
17,645
+5,677
+47% +$90.7K 0.06% 74
2023
Q2 		$194K Buy
+11,968
New +$196K 0.04% 89

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Advisory Group's BSCU Position: Q1 2024 in Review

Financial Advisory Group increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 91% in Q1 2024, buying an estimated $341K and bringing the position to 43,545 shares worth $714K. The position accounts for 0.13% of the portfolio, ranked #52.

Financial Advisory Group first reported a position in BSCU in Q2 2023 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold BSCU as of Q1 2024.

  • Financial Advisory Group held 43,545 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $714K as of Q1 2024.
  • Financial Advisory Group bought 20,793 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2024, an estimated $341K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.13% of Financial Advisory Group's portfolio in Q1 2024, its #52 holding.
  • Financial Advisory Group first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2023 and has held it in 4 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2024.

Based on Financial Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.