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Mather Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Mather Group’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
Q3 		– Sell
-842
Closed -$16.2K – 1782
2024
Q2 		$16.2K Buy
+842
New +$16.2K ﹤0.01% 1310

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
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Mather Group's BSCR Position: Q3 2024 in Review

Mather Group sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q3 2024, closing a stake of 842 shares — an estimated $16.2K sold.

Mather Group first reported a position in BSCR in Q2 2024 and held it in 1 quarter. The position peaked at $16.2K in Q2 2024. 292 funds tracked by Wall St. Rank hold BSCR as of Q3 2024.

  • Mather Group reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 842 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2024, an estimated $16.2K.
  • Mather Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Mather Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $16.2K in Q2 2024.
  • 292 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.