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Sheets Smith Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Sheets Smith Wealth Management’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
2023
Q4 		– Sell
-2,179
Closed -$40.8K – 361
2023
Q3 		$40.8K Buy
+2,179
New +$41.3K 0.01% 393

Other funds holding BSCR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
R.M. Davis Inc
R.M. Davis Inc Portland, Maine $6.34B AUM 29% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Sheets Smith Wealth Management's BSCR Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q4 2023, closing a stake of 2,179 shares — an estimated $40.8K sold.

Sheets Smith Wealth Management first reported a position in BSCR in Q3 2023 and held it in 1 quarter. The position peaked at $40.8K in Q3 2023. 247 funds tracked by Wall St. Rank hold BSCR as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,179 Invesco BulletShares 2027 Corporate Bond ETF shares in Q4 2023, an estimated $40.8K.
  • Sheets Smith Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $40.8K in Q3 2023.
  • 247 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.