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Levy Wealth Management Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Levy Wealth Management Group’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,875
Closed -$250K – 102
2024
Q1 		$250K Hold
12,875
– – 0.07% 89
2023
Q4 		$250K Buy
+12,875
New +$244K 0.07% 89

Other funds holding BSCR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Levy Wealth Management Group's BSCR Position: Q2 2024 in Review

Levy Wealth Management Group sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2024, closing a stake of 12,875 shares — an estimated $250K sold.

Levy Wealth Management Group first reported a position in BSCR in Q4 2023 and held it in 2 quarters. The position peaked at $250K in Q1 2024. 271 funds tracked by Wall St. Rank hold BSCR as of Q2 2024.

  • Levy Wealth Management Group reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Levy Wealth Management Group sold 12,875 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2024, an estimated $250K.
  • Levy Wealth Management Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Levy Wealth Management Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $250K in Q1 2024.
  • 271 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.