HA
BSCS icon

Harfst & Associates’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Harfst & Associates’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
2021
Q2 		– Sell
-14,248
Closed -$321K – 137
2021
Q1 		$321K Hold
14,248
– – 0.1% 121
2020
Q4 		$336K Hold
14,248
– – 0.12% 103
2020
Q3 		$329K Buy
+14,248
New +$331K 0.14% 93

Other funds holding BSCS

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harfst & Associates's BSCS Position: Q2 2021 in Review

Harfst & Associates sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q2 2021, closing a stake of 14,248 shares — an estimated $321K sold.

Harfst & Associates first reported a position in BSCS in Q3 2020 and held it in 3 quarters. The position peaked at $336K in Q4 2020. 57 funds tracked by Wall St. Rank hold BSCS as of Q2 2021.

  • Harfst & Associates reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Harfst & Associates sold 14,248 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2021, an estimated $321K.
  • Harfst & Associates first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2020 and held it in 3 quarters.
  • Harfst & Associates's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $336K in Q4 2020.
  • 57 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2021.

Based on Harfst & Associates's 13F filing for Q2 2021, filed 11 Aug 2021.