S.C. Financial Services’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

S.C. Financial Services’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$213K	Buy	+11,215	New	+$211K	0.33%	111

Other funds holding BSCR

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

S.C. Financial Services's BSCR Position: Q4 2022 in Review

S.C. Financial Services opened a new position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q4 2022: 11,215 shares worth $213K. The stake represents 0.33% of the portfolio and ranks #111 among its holdings.

166 funds tracked by Wall St. Rank hold BSCR as of Q4 2022.

S.C. Financial Services held 11,215 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $213K as of Q4 2022.
Invesco BulletShares 2027 Corporate Bond ETF was a new S.C. Financial Services position in Q4 2022.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.33% of S.C. Financial Services's portfolio in Q4 2022, its #111 holding.
166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.