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SYM Financial Corp’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

SYM Financial Corp’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-192,000
Closed -$3.79M – 339
2024
Q3 		$3.79M Buy
+192,000
New +$3.75M 0.51% 20

Other funds holding BSCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SYM Financial Corp's BSCR Position: Q4 2024 in Review

SYM Financial Corp sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q4 2024, closing a stake of 192,000 shares — an estimated $3.79M sold.

SYM Financial Corp first reported a position in BSCR in Q3 2024 and held it in 1 quarter. The position peaked at $3.79M in Q3 2024. 330 funds tracked by Wall St. Rank hold BSCR as of Q4 2024.

  • SYM Financial Corp reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • SYM Financial Corp sold 192,000 Invesco BulletShares 2027 Corporate Bond ETF shares in Q4 2024, an estimated $3.79M.
  • SYM Financial Corp first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • SYM Financial Corp's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $3.79M in Q3 2024.
  • 330 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q4 2024.

Based on SYM Financial Corp's 13F filing for Q4 2024, filed 24 Jan 2025.