WA
BSCR icon

Wambolt & Associates’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Wambolt & Associates’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,188
Closed -$196K – 198
2024
Q2 		$196K Buy
+10,188
New +$196K 0.06% 201

Other funds holding BSCR

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Wambolt & Associates's BSCR Position: Q3 2024 in Review

Wambolt & Associates sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q3 2024, closing a stake of 10,188 shares — an estimated $196K sold.

Wambolt & Associates first reported a position in BSCR in Q2 2024 and held it in 1 quarter. The position peaked at $196K in Q2 2024. 292 funds tracked by Wall St. Rank hold BSCR as of Q3 2024.

  • Wambolt & Associates reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wambolt & Associates sold 10,188 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2024, an estimated $196K.
  • Wambolt & Associates first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Wambolt & Associates's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $196K in Q2 2024.
  • 292 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2024.

Based on Wambolt & Associates's 13F filing for Q3 2024, filed 12 Nov 2024.