Vigilant Capital Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Vigilant Capital Management’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
2023 Q2	$18K	Hold	915	–	–	﹤0.01%	362
2023 Q1	$18K	Buy	915 +250	+38%	+$4.97K	﹤0.01%	348
2022 Q4	$13K	Sell	665 -105	-14%	-$2.04K	﹤0.01%	380
2022 Q3	$15K	Hold	770	–	–	﹤0.01%	418
2022 Q2	$15K	Hold	770	–	–	﹤0.01%	396
2022 Q1	$16K	Buy	770 +665	+633%	+$14.5K	﹤0.01%	393
2021 Q4	$2K	Buy	+105	New	+$2.39K	﹤0.01%	618

Other funds holding BSCS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Vigilant Capital Management's BSCS Position: Q2 2023 in Review

Vigilant Capital Management held its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) position steady in Q2 2023 at 915 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Vigilant Capital Management first reported a position in BSCS in Q4 2021 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold BSCS as of Q2 2023.

Vigilant Capital Management held 915 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $18K as of Q2 2023.
Vigilant Capital Management left its Invesco BulletShares 2028 Corporate Bond ETF share count unchanged in Q2 2023.
Invesco BulletShares 2028 Corporate Bond ETF made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #362 holding.
Vigilant Capital Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2021 and has held it in 7 quarters since.
133 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.