Sargent Bickham Lagudis’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Sargent Bickham Lagudis’s Portfolio BSCS Stock Details BSCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.22M	Buy	62,402 +17,729	+40%	+$345K	0.1%	125
2022 Q3	$855K	Sell	44,673 -1,125	-2%	-$22.6K	0.08%	135
2022 Q2	$914K	Hold	45,798	–	–	0.08%	139
2022 Q1	$966K	Buy	45,798 +40,100	+704%	+$874K	0.08%	141
2021 Q4	$129K	Hold	5,698	–	–	0.01%	302
2021 Q3	$131K	Hold	5,698	–	–	0.01%	296
2021 Q2	$132K	Hold	5,698	–	–	0.01%	307
2021 Q1	$129K	Buy	+5,698	New	+$132K	0.01%	302

Other funds holding BSCS

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

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

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

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

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Sargent Bickham Lagudis's BSCS Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 40% in Q4 2022, buying an estimated $345K and bringing the position to 62,402 shares worth $1.22M. The position accounts for 0.1% of the portfolio, ranked #125.

Sargent Bickham Lagudis first reported a position in BSCS in Q1 2021 and has held it in 8 quarters since. 105 funds tracked by Wall St. Rank hold BSCS as of Q4 2022.

Sargent Bickham Lagudis held 62,402 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.22M as of Q4 2022.
Sargent Bickham Lagudis bought 17,729 Invesco BulletShares 2028 Corporate Bond ETF shares in Q4 2022, an estimated $345K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.1% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #125 holding.
Sargent Bickham Lagudis first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2021 and has held it in 8 quarters since.
105 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.