LPL Financial
BSDE

LPL Financial’s Invesco BulletShares 2024 USD Emerging Markets Debt ETF BSDE Stock Holding History

LPL Financial’s Portfolio BSDE Stock Details BSDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,668
Closed -$209K – 4634
2022
Q4 		$209K Sell
8,668
-5,867
-40% -$140K ﹤0.01% 3946
2022
Q3 		$345K Buy
+14,535
New +$351K ﹤0.01% 3466

Other funds holding BSDE

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
NSG
Nalls Sherbakoff Group Knoxville, Tennessee $141M AUM 25.05% 1-Year Est. Return

LPL Financial's BSDE Position: Q1 2023 in Review

LPL Financial sold out of Invesco BulletShares 2024 USD Emerging Markets Debt ETF (BSDE) in Q1 2023, closing a stake of 8,668 shares — an estimated $209K sold.

LPL Financial first reported a position in BSDE in Q3 2022 and held it in 2 quarters. The position peaked at $345K in Q3 2022. 3 funds tracked by Wall St. Rank hold BSDE as of Q1 2023.

  • LPL Financial reported no remaining Invesco BulletShares 2024 USD Emerging Markets Debt ETF position as of Q1 2023 after selling out during the quarter.
  • LPL Financial sold 8,668 Invesco BulletShares 2024 USD Emerging Markets Debt ETF shares in Q1 2023, an estimated $209K.
  • LPL Financial first reported a position in Invesco BulletShares 2024 USD Emerging Markets Debt ETF in Q3 2022 and held it in 2 quarters.
  • LPL Financial's Invesco BulletShares 2024 USD Emerging Markets Debt ETF position peaked at $345K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2024 USD Emerging Markets Debt ETF as of Q1 2023.

Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.