RJA
BSCX icon

Raymond James & Associates’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Raymond James & Associates’s Portfolio BSCX Stock Details BSCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$35.2M Buy
1,629,151
+1,115,129
+217% +$23.7M 0.02% 569
2024
Q2 		$10.6M Buy
514,022
+377,026
+275% +$7.75M 0.01% 1129
2024
Q1 		$2.86M Buy
+136,996
New +$2.86M ﹤0.01% 1943

Other funds holding BSCX

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James & Associates's BSCX Position: Q3 2024 in Review

Raymond James & Associates increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 217% in Q3 2024, buying an estimated $23.7M and bringing the position to 1,629,151 shares worth $35.2M. The position accounts for 0.02% of the portfolio, ranked #569.

Raymond James & Associates first reported a position in BSCX in Q1 2024 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold BSCX as of Q3 2024.

  • Raymond James & Associates held 1,629,151 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $35.2M as of Q3 2024.
  • Raymond James & Associates bought 1,115,129 Invesco BulletShares 2033 Corporate Bond ETF shares in Q3 2024, an estimated $23.7M.
  • Invesco BulletShares 2033 Corporate Bond ETF made up 0.02% of Raymond James & Associates's portfolio in Q3 2024, its #569 holding.
  • Raymond James & Associates first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.