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Plante Moran Financial Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Plante Moran Financial Advisors’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
2020
Q2 		– Sell
-145
Closed -$3K – 757
2020
Q1 		$3K Buy
+145
New +$3.17K ﹤0.01% 614

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Jane Street
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CPC
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Bank of America
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PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Plante Moran Financial Advisors's BSCS Position: Q2 2020 in Review

Plante Moran Financial Advisors sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q2 2020, closing a stake of 145 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in BSCS in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 41 funds tracked by Wall St. Rank hold BSCS as of Q2 2020.

  • Plante Moran Financial Advisors reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 145 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2020, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $3K in Q1 2020.
  • 41 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.