Kades & Cheifetz’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Kades & Cheifetz’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	$882K	Buy	43,830 +171	+0.4%	+$3.47K	0.45%	49
2024 Q3	$898K	Buy	43,659 +3,816	+10%	+$77.7K	0.51%	46
2024 Q2	$795K	Buy	39,843 +25,321	+174%	+$504K	0.5%	47
2024 Q1	$291K	Buy	14,522 +749	+5%	+$15.1K	0.19%	75
2023 Q4	$279K	Buy	13,773 +663	+5%	+$13K	0.2%	73
2023 Q3	$254K	Buy	13,110 +90	+0.7%	+$1.77K	0.2%	67
2023 Q2	$257K	Hold	13,020	–	–	0.2%	70
2023 Q1	$261K	Buy	+13,020	New	+$259K	0.21%	69

Other funds holding BSCS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Kades & Cheifetz increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.39% in Q4 2024, buying an estimated $3.47K and bringing the position to 43,830 shares worth $882K. The position accounts for 0.45% of the portfolio, ranked #49.

Kades & Cheifetz first reported a position in BSCS in Q1 2023 and has held it in 8 quarters since. The position peaked at $898K in Q3 2024. 305 funds tracked by Wall St. Rank hold BSCS as of Q4 2024.

Kades & Cheifetz held 43,830 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $882K as of Q4 2024.
Kades & Cheifetz bought 171 Invesco BulletShares 2028 Corporate Bond ETF shares in Q4 2024, an estimated $3.47K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.45% of Kades & Cheifetz's portfolio in Q4 2024, its #49 holding.
Kades & Cheifetz first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2023 and has held it in 8 quarters since.
Kades & Cheifetz's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $898K in Q3 2024.
305 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q4 2024.

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