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Stonebridge Capital Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Stonebridge Capital 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
2023
Q4 		– Sell
-1,555
Closed -$27.3K – 294
2023
Q3 		$27.3K Buy
1,555
+130
+9% +$2.32K ﹤0.01% 446
2023
Q2 		$25.6K Buy
+1,425
New +$25.9K ﹤0.01% 469

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stonebridge Capital Advisors's BSCT Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q4 2023, closing a stake of 1,555 shares — an estimated $27.3K sold.

Stonebridge Capital Advisors first reported a position in BSCT in Q2 2023 and held it in 2 quarters. The position peaked at $27.3K in Q3 2023. 114 funds tracked by Wall St. Rank hold BSCT as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 1,555 Invesco BulletShares 2029 Corporate Bond ETF shares in Q4 2023, an estimated $27.3K.
  • Stonebridge Capital Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
  • Stonebridge Capital Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $27.3K in Q3 2023.
  • 114 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.