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Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q4 		– Sell
-1,319
Closed -$25.8K – 563
2024
Q3 		$25.8K Buy
+1,319
New +$25.8K ﹤0.01% 439

Other funds holding BSCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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

Loring Wolcott & Coolidge Fiduciary Advisors's BSCR Position: Q4 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q4 2024, closing a stake of 1,319 shares — an estimated $25.8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BSCR in Q3 2024 and held it in 1 quarter. The position peaked at $25.8K in Q3 2024. 330 funds tracked by Wall St. Rank hold BSCR as of Q4 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,319 Invesco BulletShares 2027 Corporate Bond ETF shares in Q4 2024, an estimated $25.8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $25.8K in Q3 2024.
  • 330 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q4 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.