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Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BSCU Stock Details BSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,544
Closed -$25.6K – 566
2024
Q3 		$25.6K Buy
+1,544
New +$25.8K ﹤0.01% 442

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
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CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q4 2024, closing a stake of 1,544 shares — an estimated $25.6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BSCU in Q3 2024 and held it in 1 quarter. The position peaked at $25.6K in Q3 2024. 201 funds tracked by Wall St. Rank hold BSCU as of Q4 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,544 Invesco BulletShares 2030 Corporate Bond ETF shares in Q4 2024, an estimated $25.6K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $25.6K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q4 2024.

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