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Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BSCS Stock Details BSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,265
Closed -$25.7K – 564
2024
Q3 		$25.7K Buy
+1,265
New +$25.8K ﹤0.01% 440

Other funds holding BSCS

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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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q4 2024, closing a stake of 1,265 shares — an estimated $25.7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BSCS in Q3 2024 and held it in 1 quarter. The position peaked at $25.7K in Q3 2024. 305 funds tracked by Wall St. Rank hold BSCS as of Q4 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,265 Invesco BulletShares 2028 Corporate Bond ETF shares in Q4 2024, an estimated $25.7K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $25.7K in Q3 2024.
  • 305 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q4 2024.

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