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Migdal Insurance & Financial Holdings’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Migdal Insurance & Financial Holdings’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
-5,700
Closed -$114K – 512
2024
Q1 		$114K Buy
+5,700
New +$115K ﹤0.01% 230

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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

Migdal Insurance & Financial Holdings's BSCS Position: Q2 2024 in Review

Migdal Insurance & Financial Holdings sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q2 2024, closing a stake of 5,700 shares — an estimated $114K sold.

Migdal Insurance & Financial Holdings first reported a position in BSCS in Q1 2024 and held it in 1 quarter. The position peaked at $114K in Q1 2024. 239 funds tracked by Wall St. Rank hold BSCS as of Q2 2024.

  • Migdal Insurance & Financial Holdings reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 5,700 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2024, an estimated $114K.
  • Migdal Insurance & Financial Holdings first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Migdal Insurance & Financial Holdings's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $114K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2024, filed 29 Jul 2024.