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New Potomac Partners’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

New Potomac Partners’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
Q3 		$3.33M Buy
161,750
+29,900
+23% +$609K 1.71% 22
2024
Q2 		$2.63M Buy
131,850
+11,265
+9% +$224K 1.44% 29
2024
Q1 		$2.42M Buy
120,585
+95,685
+384% +$1.92M 1.34% 32
2023
Q4 		$505K Buy
+24,900
New +$489K 0.3% 66

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $10.6B AUM 24.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

New Potomac Partners's BSCS Position: Q3 2024 in Review

New Potomac Partners increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 23% in Q3 2024, buying an estimated $609K and bringing the position to 161,750 shares worth $3.33M. The position accounts for 1.71% of the portfolio, ranked #22.

New Potomac Partners first reported a position in BSCS in Q4 2023 and has held it in 4 quarters since. 261 funds tracked by Wall St. Rank hold BSCS as of Q3 2024.

  • New Potomac Partners held 161,750 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $3.33M as of Q3 2024.
  • New Potomac Partners bought 29,900 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2024, an estimated $609K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 1.71% of New Potomac Partners's portfolio in Q3 2024, its #22 holding.
  • New Potomac Partners first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • 261 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.