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Sutton Wealth Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Sutton Wealth 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
2023
Q3 		$36.9K Hold
1,905
– – 0.02% 271
2023
Q2 		$37.6K Buy
+1,905
New +$38K 0.02% 267

Other funds holding BSCS

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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sutton Wealth Advisors's BSCS Position: Q3 2023 in Review

Sutton Wealth Advisors held its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) position steady in Q3 2023 at 1,905 shares worth $36.9K. The position accounts for 0.02% of the portfolio, ranked #271.

Sutton Wealth Advisors first reported a position in BSCS in Q2 2023 and has held it in 2 quarters since. The position peaked at $37.6K in Q2 2023. 141 funds tracked by Wall St. Rank hold BSCS as of Q3 2023.

  • Sutton Wealth Advisors held 1,905 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $36.9K as of Q3 2023.
  • Sutton Wealth Advisors left its Invesco BulletShares 2028 Corporate Bond ETF share count unchanged in Q3 2023.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #271 holding.
  • Sutton Wealth Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2023 and has held it in 2 quarters since.
  • Sutton Wealth Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $37.6K in Q2 2023.
  • 141 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.