KC
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Kades & Cheifetz’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Kades & Cheifetz’s Portfolio BSCV Stock Details BSCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$197K Buy
12,272
+131
+1% +$2.13K 0.1% 106
2024
Q3 		$202K Buy
12,141
+146
+1% +$2.4K 0.12% 92
2024
Q2 		$191K Buy
+11,995
New +$191K 0.12% 90

Other funds holding BSCV

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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

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

Kades & Cheifetz increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 1.1% in Q4 2024, buying an estimated $2.13K and bringing the position to 12,272 shares worth $197K. The position accounts for 0.1% of the portfolio, ranked #106.

Kades & Cheifetz first reported a position in BSCV in Q2 2024 and has held it in 3 quarters since. The position peaked at $202K in Q3 2024. 138 funds tracked by Wall St. Rank hold BSCV as of Q4 2024.

  • Kades & Cheifetz held 12,272 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $197K as of Q4 2024.
  • Kades & Cheifetz bought 131 Invesco BulletShares 2031 Corporate Bond ETF shares in Q4 2024, an estimated $2.13K.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 0.1% of Kades & Cheifetz's portfolio in Q4 2024, its #106 holding.
  • Kades & Cheifetz first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • Kades & Cheifetz's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $202K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q4 2024.

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