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Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BSCW Stock Details BSCW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,241
Closed -$25.4K – 568
2024
Q3 		$25.4K Buy
+1,241
New +$25.6K ﹤0.01% 444

Other funds holding BSCW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invesco BulletShares 2032 Corporate Bond ETF (BSCW) in Q4 2024, closing a stake of 1,241 shares — an estimated $25.4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BSCW in Q3 2024 and held it in 1 quarter. The position peaked at $25.4K in Q3 2024. 102 funds tracked by Wall St. Rank hold BSCW as of Q4 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invesco BulletShares 2032 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,241 Invesco BulletShares 2032 Corporate Bond ETF shares in Q4 2024, an estimated $25.4K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $25.4K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q4 2024.

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