NF
BSCS icon

Nikulski Financial’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Nikulski Financial’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
Q4 		– Sell
-9,950
Closed -$205K – 134
2024
Q3 		$205K Sell
9,950
-200
-2% -$4.07K 0.06% 130
2024
Q2 		$202K Buy
+10,150
New +$202K 0.06% 128

Other funds holding BSCS

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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nikulski Financial's BSCS Position: Q4 2024 in Review

Nikulski Financial sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q4 2024, closing a stake of 9,950 shares — an estimated $205K sold.

Nikulski Financial first reported a position in BSCS in Q2 2024 and held it in 2 quarters. The position peaked at $205K in Q3 2024. 305 funds tracked by Wall St. Rank hold BSCS as of Q4 2024.

  • Nikulski Financial reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Nikulski Financial sold 9,950 Invesco BulletShares 2028 Corporate Bond ETF shares in Q4 2024, an estimated $205K.
  • Nikulski Financial first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Nikulski Financial's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $205K in Q3 2024.
  • 305 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q4 2024.

Based on Nikulski Financial's 13F filing for Q4 2024, filed 21 Jan 2025.