SFS
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Solitude Financial Services’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Solitude Financial Services’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
Q3 		– Sell
-12,160
Closed -$243K – 36
2024
Q2 		$243K Hold
12,160
– – 0.11% 34
2024
Q1 		$244K Buy
+12,160
New +$244K 0.11% 34

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Solitude Financial Services's BSCS Position: Q3 2024 in Review

Solitude Financial Services sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q3 2024, closing a stake of 12,160 shares — an estimated $243K sold.

Solitude Financial Services first reported a position in BSCS in Q1 2024 and held it in 2 quarters. The position peaked at $244K in Q1 2024. 261 funds tracked by Wall St. Rank hold BSCS as of Q3 2024.

  • Solitude Financial Services reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Solitude Financial Services sold 12,160 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2024, an estimated $243K.
  • Solitude Financial Services first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2024 and held it in 2 quarters.
  • Solitude Financial Services's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $244K in Q1 2024.
  • 261 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2024.

Based on Solitude Financial Services's 13F filing for Q3 2024, filed 30 Oct 2024.