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Wambolt & Associates’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Wambolt & Associates’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
2024
Q3 		– Sell
-10,156
Closed -$202K – 199
2024
Q2 		$202K Buy
+10,156
New +$202K 0.06% 197

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Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Wambolt & Associates sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q3 2024, closing a stake of 10,156 shares — an estimated $202K sold.

Wambolt & Associates first reported a position in BSCS in Q2 2024 and held it in 1 quarter. The position peaked at $202K in Q2 2024. 261 funds tracked by Wall St. Rank hold BSCS as of Q3 2024.

  • Wambolt & Associates reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wambolt & Associates sold 10,156 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2024, an estimated $202K.
  • Wambolt & Associates first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Wambolt & Associates's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $202K in Q2 2024.
  • 261 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2024.

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