New Potomac Partners’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

New Potomac Partners’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 Q3	$18.8K	Buy	+1,000	New	+$18.6K	0.01%	138

Other funds holding BSCT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

New Potomac Partners opened a new position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q3 2024: 1,000 shares worth $18.8K. The stake represents 0.01% of the portfolio and ranks #138 among its holdings.

186 funds tracked by Wall St. Rank hold BSCT as of Q3 2024.

New Potomac Partners held 1,000 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $18.8K as of Q3 2024.
Invesco BulletShares 2029 Corporate Bond ETF was a new New Potomac Partners position in Q3 2024.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of New Potomac Partners's portfolio in Q3 2024, its #138 holding.
186 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2024.

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