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Kades & Cheifetz’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Kades & Cheifetz’s Portfolio BSCT Stock Details BSCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$307K Buy
16,742
+82
+0.5% +$1.52K 0.16% 87
2024
Q3 		$313K Buy
16,660
+4,066
+32% +$75.6K 0.18% 78
2024
Q2 		$229K Buy
+12,594
New +$228K 0.14% 82

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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 BSCT Position: Q4 2024 in Review

Kades & Cheifetz increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.49% in Q4 2024, buying an estimated $1.52K and bringing the position to 16,742 shares worth $307K. The position accounts for 0.16% of the portfolio, ranked #87.

Kades & Cheifetz first reported a position in BSCT in Q2 2024 and has held it in 3 quarters since. The position peaked at $313K in Q3 2024. 231 funds tracked by Wall St. Rank hold BSCT as of Q4 2024.

  • Kades & Cheifetz held 16,742 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $307K as of Q4 2024.
  • Kades & Cheifetz bought 82 Invesco BulletShares 2029 Corporate Bond ETF shares in Q4 2024, an estimated $1.52K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.16% of Kades & Cheifetz's portfolio in Q4 2024, its #87 holding.
  • Kades & Cheifetz first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • Kades & Cheifetz's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $313K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q4 2024.

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