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Kades & Cheifetz’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Kades & Cheifetz’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$568K Buy
29,161
+312
+1% +$6.1K 0.29% 64
2024
Q3 		$569K Buy
28,849
+5,896
+26% +$115K 0.33% 58
2024
Q2 		$441K Buy
22,953
+2,596
+13% +$49.8K 0.28% 62
2024
Q1 		$393K Buy
20,357
+2,653
+15% +$51.3K 0.25% 59
2023
Q4 		$344K Buy
+17,704
New +$336K 0.24% 64

Other funds holding BSCR

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kades & Cheifetz's BSCR Position: Q4 2024 in Review

Kades & Cheifetz increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 1.1% in Q4 2024, buying an estimated $6.1K and bringing the position to 29,161 shares worth $568K. The position accounts for 0.29% of the portfolio, ranked #64.

Kades & Cheifetz first reported a position in BSCR in Q4 2023 and has held it in 5 quarters since. The position peaked at $569K in Q3 2024. 330 funds tracked by Wall St. Rank hold BSCR as of Q4 2024.

  • Kades & Cheifetz held 29,161 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $568K as of Q4 2024.
  • Kades & Cheifetz bought 312 Invesco BulletShares 2027 Corporate Bond ETF shares in Q4 2024, an estimated $6.1K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.29% of Kades & Cheifetz's portfolio in Q4 2024, its #64 holding.
  • Kades & Cheifetz first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Kades & Cheifetz's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $569K in Q3 2024.
  • 330 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.