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Meitav Investment House’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Meitav Investment House’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
2023
Q3 		– Sell
-700
Closed -$13.3K – 359
2023
Q2 		$13.3K Buy
+700
New +$13.5K ﹤0.01% 524

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Meitav Investment House's BSCR Position: Q3 2023 in Review

Meitav Investment House sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q3 2023, closing a stake of 700 shares — an estimated $13.3K sold.

Meitav Investment House first reported a position in BSCR in Q2 2023 and held it in 1 quarter. The position peaked at $13.3K in Q2 2023. 210 funds tracked by Wall St. Rank hold BSCR as of Q3 2023.

  • Meitav Investment House reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 700 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2023, an estimated $13.3K.
  • Meitav Investment House first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Meitav Investment House's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $13.3K in Q2 2023.
  • 210 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.