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Mather Group’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Mather Group’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
Q2 		– Sell
-446
Closed -$9.04K – 2210
2024
Q1 		$9.04K Buy
+446
New +$8.96K ﹤0.01% 1221

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mather Group's BSCS Position: Q2 2024 in Review

Mather Group sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q2 2024, closing a stake of 446 shares — an estimated $9.04K sold.

Mather Group first reported a position in BSCS in Q1 2024 and held it in 1 quarter. The position peaked at $9.04K in Q1 2024. 239 funds tracked by Wall St. Rank hold BSCS as of Q2 2024.

  • Mather Group reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Mather Group sold 446 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2024, an estimated $9.04K.
  • Mather Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Mather Group's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $9.04K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2024.

Based on Mather Group's 13F filing for Q2 2024, filed 9 Jul 2024.