FAG
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Financial Advisory Group’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Financial Advisory Group’s Portfolio BSCV Stock Details BSCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$468K Buy
+29,045
New +$468K 0.08% 63

Other funds holding BSCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

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

Financial Advisory Group opened a new position in Invesco BulletShares 2031 Corporate Bond ETF (BSCV) in Q1 2024: 29,045 shares worth $468K. The stake represents 0.08% of the portfolio and ranks #63 among its holdings.

85 funds tracked by Wall St. Rank hold BSCV as of Q1 2024.

  • Financial Advisory Group held 29,045 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $468K as of Q1 2024.
  • Invesco BulletShares 2031 Corporate Bond ETF was a new Financial Advisory Group position in Q1 2024.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 0.08% of Financial Advisory Group's portfolio in Q1 2024, its #63 holding.
  • 85 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q1 2024.

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