Sargent Bickham Lagudis’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$67.7K	Hold	3,807	–	–	0.01%	386
2022 Q3	$66K	Hold	3,807	–	–	0.01%	368
2022 Q2	$69K	Hold	3,807	–	–	0.01%	368
2022 Q1	$74K	Hold	3,807	–	–	0.01%	380
2021 Q4	$80K	Hold	3,807	–	–	0.01%	369
2021 Q3	$80K	Hold	3,807	–	–	0.01%	364
2021 Q2	$81K	Hold	3,807	–	–	0.01%	371
2021 Q1	$79K	Hold	3,807	–	–	0.01%	364
2020 Q4	$83K	Hold	3,807	–	–	0.01%	353
2020 Q3	$82K	Hold	3,807	–	–	0.01%	320
2020 Q2	$81K	Buy	+3,807	New	+$77.9K	0.01%	298

Other funds holding BSCT

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

MWM

Marietta Wealth Management Marietta, Georgia $841M AUM 21.92% 1-Year Est. Return

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

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

Sargent Bickham Lagudis held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q4 2022 at 3,807 shares worth $67.7K. The position accounts for 0.01% of the portfolio, ranked #386.

Sargent Bickham Lagudis first reported a position in BSCT in Q2 2020 and has held it in 11 quarters since. The position peaked at $83K in Q4 2020. 64 funds tracked by Wall St. Rank hold BSCT as of Q4 2022.

Sargent Bickham Lagudis held 3,807 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $67.7K as of Q4 2022.
Sargent Bickham Lagudis left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q4 2022.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #386 holding.
Sargent Bickham Lagudis first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2020 and has held it in 11 quarters since.
Sargent Bickham Lagudis's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $83K in Q4 2020.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q4 2022.

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