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Tyler-Stone Wealth Management’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Tyler-Stone Wealth Management’s Portfolio BSCX Stock Details BSCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-750
Closed -$15.5K – 393
2024
Q2 		$15.5K Buy
+750
New +$15.4K 0.01% 574

Other funds holding BSCX

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

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

Tyler-Stone Wealth Management sold out of Invesco BulletShares 2033 Corporate Bond ETF (BSCX) in Q3 2024, closing a stake of 750 shares — an estimated $15.5K sold.

Tyler-Stone Wealth Management first reported a position in BSCX in Q2 2024 and held it in 1 quarter. The position peaked at $15.5K in Q2 2024. 65 funds tracked by Wall St. Rank hold BSCX as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Invesco BulletShares 2033 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 750 Invesco BulletShares 2033 Corporate Bond ETF shares in Q3 2024, an estimated $15.5K.
  • Tyler-Stone Wealth Management first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $15.5K in Q2 2024.
  • 65 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q3 2024.

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