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Focus Financial Network’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Focus Financial Network’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
2023
Q4 		– Sell
-16,344
Closed -$317K – 719
2023
Q3 		$317K Buy
16,344
+1,480
+10% +$29K 0.02% 452
2023
Q2 		$293K Buy
+14,864
New +$297K 0.02% 471

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Financial Network's BSCS Position: Q4 2023 in Review

Focus Financial Network sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q4 2023, closing a stake of 16,344 shares — an estimated $317K sold.

Focus Financial Network first reported a position in BSCS in Q2 2023 and held it in 2 quarters. The position peaked at $317K in Q3 2023. 197 funds tracked by Wall St. Rank hold BSCS as of Q4 2023.

  • Focus Financial Network reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Focus Financial Network sold 16,344 Invesco BulletShares 2028 Corporate Bond ETF shares in Q4 2023, an estimated $317K.
  • Focus Financial Network first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
  • Focus Financial Network's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $317K in Q3 2023.
  • 197 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q4 2023.

Based on Focus Financial Network's 13F filing for Q4 2023, filed 12 Feb 2024.