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Level Financial Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Level Financial Advisors’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
2023
Q1 		– Sell
-464
Closed -$8K – 256
2022
Q4 		$8K Buy
+464
New +$8.18K 0.01% 172

Other funds holding BSCT

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Level Financial Advisors's BSCT Position: Q1 2023 in Review

Level Financial Advisors sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q1 2023, closing a stake of 464 shares — an estimated $8K sold.

Level Financial Advisors first reported a position in BSCT in Q4 2022 and held it in 1 quarter. The position peaked at $8K in Q4 2022. 70 funds tracked by Wall St. Rank hold BSCT as of Q1 2023.

  • Level Financial Advisors reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Level Financial Advisors sold 464 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2023, an estimated $8K.
  • Level Financial Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Level Financial Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $8K in Q4 2022.
  • 70 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2023.

Based on Level Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.