KC
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Kades & Cheifetz’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Kades & Cheifetz’s Portfolio BSCU Stock Details BSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$195K Buy
11,905
+138
+1% +$2.29K 0.1% 107
2024
Q3 		$199K Buy
11,767
+141
+1% +$2.36K 0.11% 93
2024
Q2 		$189K Buy
+11,626
New +$188K 0.12% 91

Other funds holding BSCU

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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

Kades & Cheifetz increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 1.2% in Q4 2024, buying an estimated $2.29K and bringing the position to 11,905 shares worth $195K. The position accounts for 0.1% of the portfolio, ranked #107.

Kades & Cheifetz first reported a position in BSCU in Q2 2024 and has held it in 3 quarters since. The position peaked at $199K in Q3 2024. 201 funds tracked by Wall St. Rank hold BSCU as of Q4 2024.

  • Kades & Cheifetz held 11,905 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $195K as of Q4 2024.
  • Kades & Cheifetz bought 138 Invesco BulletShares 2030 Corporate Bond ETF shares in Q4 2024, an estimated $2.29K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.1% of Kades & Cheifetz's portfolio in Q4 2024, its #107 holding.
  • Kades & Cheifetz first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • Kades & Cheifetz's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $199K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q4 2024.

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