RJFSA
BSCX icon

Raymond James Financial Services Advisors’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Raymond James Financial Services Advisors’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 		$22.6M Buy
1,045,813
+22,936
+2% +$487K 0.03% 499
2024
Q2 		$21.1M Buy
1,022,877
+88,552
+9% +$1.82M 0.03% 493
2024
Q1 		$19.5M Buy
+934,325
New +$19.5M 0.03% 515

Other funds holding BSCX

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 Financial Services Advisors's BSCX Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Invesco BulletShares 2033 Corporate Bond ETF (BSCX) stake by 2.2% in Q3 2024, buying an estimated $487K and bringing the position to 1,045,813 shares worth $22.6M. The position accounts for 0.03% of the portfolio, ranked #499.

Raymond James Financial Services Advisors 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 Financial Services Advisors held 1,045,813 shares of Invesco BulletShares 2033 Corporate Bond ETF worth $22.6M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 22,936 Invesco BulletShares 2033 Corporate Bond ETF shares in Q3 2024, an estimated $487K.
  • Invesco BulletShares 2033 Corporate Bond ETF made up 0.03% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #499 holding.
  • Raymond James Financial Services Advisors 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 Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.