PMFA
BSCT icon

Plante Moran Financial Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Plante Moran Financial Advisors’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
2020
Q2 		– Sell
-268
Closed -$5K – 758
2020
Q1 		$5K Buy
+268
New +$5.38K ﹤0.01% 567

Other funds holding BSCT

GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Plante Moran Financial Advisors sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q2 2020, closing a stake of 268 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in BSCT in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 21 funds tracked by Wall St. Rank hold BSCT as of Q2 2020.

  • Plante Moran Financial Advisors reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 268 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2020, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $5K in Q1 2020.
  • 21 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2020.

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