Snowden Capital Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Snowden Capital Advisors’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
2024 Q4	–	Sell	-20,611	Closed	-$424K	–	1208
2024 Q3	$424K	Sell	20,611 -2,338	-10%	-$47.6K	0.01%	848
2024 Q2	$458K	Buy	22,949 +568	+3%	+$11.3K	0.01%	788
2024 Q1	$449K	Buy	22,381 +520	+2%	+$10.4K	0.01%	808
2023 Q4	$443K	Hold	21,861	–	–	0.02%	751
2023 Q3	$423K	Hold	21,861	–	–	0.02%	715
2023 Q2	$432K	Buy	21,861 +3,361	+18%	+$67.1K	0.02%	801
2023 Q1	$371K	Buy	+18,500	New	+$368K	0.01%	857

Other funds holding BSCS

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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

Snowden Capital Advisors's BSCS Position: Q4 2024 in Review

Snowden Capital Advisors sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q4 2024, closing a stake of 20,611 shares — an estimated $424K sold.

Snowden Capital Advisors first reported a position in BSCS in Q1 2023 and held it in 7 quarters. The position peaked at $458K in Q2 2024. 305 funds tracked by Wall St. Rank hold BSCS as of Q4 2024.

Snowden Capital Advisors reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Snowden Capital Advisors sold 20,611 Invesco BulletShares 2028 Corporate Bond ETF shares in Q4 2024, an estimated $424K.
Snowden Capital Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
Snowden Capital Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $458K in Q2 2024.
305 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q4 2024.

Based on Snowden Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.