UIA
BSCE

UBP Investment Advisors’s Invesco BulletShares 2023 USD Emerging Markets Debt ETF BSCE Stock Holding History

UBP Investment Advisors’s Portfolio BSCE Stock Details BSCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$840K Buy
+36,371
New +$845K 0.43% 36

Other funds holding BSCE

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

UBP Investment Advisors's BSCE Position: Q3 2022 in Review

UBP Investment Advisors opened a new position in Invesco BulletShares 2023 USD Emerging Markets Debt ETF (BSCE) in Q3 2022: 36,371 shares worth $840K. The stake represents 0.43% of the portfolio and ranks #36 among its holdings.

16 funds tracked by Wall St. Rank hold BSCE as of Q3 2022.

  • UBP Investment Advisors held 36,371 shares of Invesco BulletShares 2023 USD Emerging Markets Debt ETF worth $840K as of Q3 2022.
  • Invesco BulletShares 2023 USD Emerging Markets Debt ETF was a new UBP Investment Advisors position in Q3 2022.
  • Invesco BulletShares 2023 USD Emerging Markets Debt ETF made up 0.43% of UBP Investment Advisors's portfolio in Q3 2022, its #36 holding.
  • 16 funds tracked by Wall St. Rank held Invesco BulletShares 2023 USD Emerging Markets Debt ETF as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.