Raymond James Financial Services Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Raymond James Financial Services 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
2024 Q3	$12.8M	Buy	679,330 +90,810	+15%	+$1.69M	0.02%	756
2024 Q2	$10.7M	Sell	588,520 -34,917	-6%	-$632K	0.02%	794
2024 Q1	$11.4M	Buy	623,437 +99,265	+19%	+$1.82M	0.02%	744
2023 Q4	$9.72M	Buy	524,172 +92,510	+21%	+$1.65M	0.02%	771
2023 Q3	$7.56M	Buy	431,662 +209,855	+95%	+$3.74M	0.01%	828
2023 Q2	$3.98M	Buy	221,807 +39,675	+22%	+$721K	0.01%	1143
2023 Q1	$3.33M	Buy	182,132 +64,028	+54%	+$1.16M	0.01%	1202
2022 Q4	$2.1M	Buy	118,104 +71,135	+151%	+$1.25M	﹤0.01%	1415
2022 Q3	$814K	Buy	46,969 +9,457	+25%	+$173K	﹤0.01%	1943
2022 Q2	$681K	Buy	37,512 +4,638	+14%	+$85.8K	﹤0.01%	2079
2022 Q1	$639K	Buy	+32,874	New	+$659K	﹤0.01%	2230

Other funds holding BSCT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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 $12.7B AUM 17.41% 1-Year Est. Return

AWM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial Services Advisors's BSCT Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 15% in Q3 2024, buying an estimated $1.69M and bringing the position to 679,330 shares worth $12.8M. The position accounts for 0.02% of the portfolio, ranked #756.

Raymond James Financial Services Advisors first reported a position in BSCT in Q1 2022 and has held it in 11 quarters since. 186 funds tracked by Wall St. Rank hold BSCT as of Q3 2024.

Raymond James Financial Services Advisors held 679,330 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $12.8M as of Q3 2024.
Raymond James Financial Services Advisors bought 90,810 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2024, an estimated $1.69M.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #756 holding.
Raymond James Financial Services Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2022 and has held it in 11 quarters since.
186 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.