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Tyler-Stone Wealth Management’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Tyler-Stone Wealth Management’s Portfolio BSCV Stock Details BSCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,000
Closed -$15.9K – 392
2024
Q2 		$15.9K Buy
+1,000
New +$15.9K 0.01% 566

Other funds holding BSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tyler-Stone Wealth Management's BSCV Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Invesco BulletShares 2031 Corporate Bond ETF (BSCV) in Q3 2024, closing a stake of 1,000 shares — an estimated $15.9K sold.

Tyler-Stone Wealth Management first reported a position in BSCV in Q2 2024 and held it in 1 quarter. The position peaked at $15.9K in Q2 2024. 114 funds tracked by Wall St. Rank hold BSCV as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Invesco BulletShares 2031 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 1,000 Invesco BulletShares 2031 Corporate Bond ETF shares in Q3 2024, an estimated $15.9K.
  • Tyler-Stone Wealth Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $15.9K in Q2 2024.
  • 114 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.