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SYM Financial Corp’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

SYM Financial Corp’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
Q4 		– Sell
-185,000
Closed -$3.8M – 340
2024
Q3 		$3.8M Buy
+185,000
New +$3.77M 0.51% 19

Other funds holding BSCS

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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SYM Financial Corp sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q4 2024, closing a stake of 185,000 shares — an estimated $3.8M sold.

SYM Financial Corp first reported a position in BSCS in Q3 2024 and held it in 1 quarter. The position peaked at $3.8M in Q3 2024. 305 funds tracked by Wall St. Rank hold BSCS as of Q4 2024.

  • SYM Financial Corp reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • SYM Financial Corp sold 185,000 Invesco BulletShares 2028 Corporate Bond ETF shares in Q4 2024, an estimated $3.8M.
  • SYM Financial Corp first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • SYM Financial Corp's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $3.8M in Q3 2024.
  • 305 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q4 2024.

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