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Source Financial Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Source Financial Advisors’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
2024
Q3 		$199K Sell
10,574
-768
-7% -$14.3K 0.06% 119
2024
Q2 		$206K Sell
11,342
-168
-1% -$3.04K 0.06% 112
2024
Q1 		$211K Buy
+11,510
New +$211K 0.06% 116

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Source Financial Advisors's BSCT Position: Q3 2024 in Review

Source Financial Advisors reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 6.8% in Q3 2024, selling an estimated $14.3K and leaving 10,574 shares worth $199K. The position accounts for 0.06% of the portfolio, ranked #119.

Source Financial Advisors first reported a position in BSCT in Q1 2024 and has held it in 3 quarters since. The position peaked at $211K in Q1 2024. 186 funds tracked by Wall St. Rank hold BSCT as of Q3 2024.

  • Source Financial Advisors held 10,574 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $199K as of Q3 2024.
  • Source Financial Advisors sold 768 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2024, an estimated $14.3K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.06% of Source Financial Advisors's portfolio in Q3 2024, its #119 holding.
  • Source Financial Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • Source Financial Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $211K in Q1 2024.
  • 186 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.