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Mather Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Mather Group’s Portfolio BSCT Stock Details BSCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-492
Closed -$9.12K – 2211
2024
Q1 		$9.12K Buy
+492
New +$9.01K ﹤0.01% 1219

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Mather Group's BSCT Position: Q2 2024 in Review

Mather Group sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q2 2024, closing a stake of 492 shares — an estimated $9.12K sold.

Mather Group first reported a position in BSCT in Q1 2024 and held it in 1 quarter. The position peaked at $9.12K in Q1 2024. 164 funds tracked by Wall St. Rank hold BSCT as of Q2 2024.

  • Mather Group reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Mather Group sold 492 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2024, an estimated $9.12K.
  • Mather Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Mather Group's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $9.12K in Q1 2024.
  • 164 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2024.

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