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

TrinityPoint Wealth’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 		$1.85M Buy
91,817
+14,692
+19% +$298K 0.26% 91
2024
Q3 		$1.59M Buy
77,125
+49,057
+175% +$999K 0.23% 102
2024
Q2 		$560K Buy
+28,068
New +$559K 0.09% 194

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

TrinityPoint Wealth's BSCS Position: Q4 2024 in Review

TrinityPoint Wealth increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 19% in Q4 2024, buying an estimated $298K and bringing the position to 91,817 shares worth $1.85M. The position accounts for 0.26% of the portfolio, ranked #91.

TrinityPoint Wealth first reported a position in BSCS in Q2 2024 and has held it in 3 quarters since. 305 funds tracked by Wall St. Rank hold BSCS as of Q4 2024.

  • TrinityPoint Wealth held 91,817 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.85M as of Q4 2024.
  • TrinityPoint Wealth bought 14,692 Invesco BulletShares 2028 Corporate Bond ETF shares in Q4 2024, an estimated $298K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.26% of TrinityPoint Wealth's portfolio in Q4 2024, its #91 holding.
  • TrinityPoint Wealth first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • 305 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.