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Householder Group Estate & Retirement Specialist’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-2,369
Closed -$48K – 615
2024
Q3 		$48K Buy
2,369
+27
+1% +$550 0.01% 487
2024
Q2 		$46K Buy
2,342
+327
+16% +$6.51K 0.01% 494
2024
Q1 		$40.4K Buy
2,015
+22
+1% +$442 0.01% 515
2023
Q4 		$40K Buy
1,993
+21
+1% +$412 0.01% 500
2023
Q3 		$38.2K Buy
+1,972
New +$38.7K 0.01% 502
2023
Q1 		$37K Buy
+1,856
New +$36.9K 0.01% 501
2022
Q4 		– Sell
-2,883
Closed -$55K – 421
2022
Q3 		$55K Buy
+2,883
New +$57.8K 0.02% 381

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BSCS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q4 2024, closing a stake of 2,369 shares — an estimated $48K sold.

Householder Group Estate & Retirement Specialist first reported a position in BSCS in Q3 2022 and held it in 7 quarters. The position peaked at $55K in Q3 2022. 305 funds tracked by Wall St. Rank hold BSCS as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 2,369 Invesco BulletShares 2028 Corporate Bond ETF shares in Q4 2024, an estimated $48K.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $55K in Q3 2022.
  • 305 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.