Wilbanks Smith & Thomas Asset Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio BSCT Stock Details BSCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$44.2M	Buy	2,413,167 +329,145	+16%	+$6.03M	1.24%	18
2023 Q4	$38.6M	Buy	2,084,022 +136,901	+7%	+$2.44M	1.18%	19
2023 Q3	$34.1M	Buy	1,947,121 +121,088	+7%	+$2.16M	1.18%	20
2023 Q2	$32.8M	Buy	1,826,033 +149,568	+9%	+$2.72M	1.08%	21
2023 Q1	$30.7M	Buy	+1,676,465	New	+$30.3M	1.07%	23

Other funds holding BSCT

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACA

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's BSCT Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 16% in Q1 2024, buying an estimated $6.03M and bringing the position to 2,413,167 shares worth $44.2M. The position accounts for 1.24% of the portfolio, ranked #18.

Wilbanks Smith & Thomas Asset Management first reported a position in BSCT in Q1 2023 and has held it in 5 quarters since. 137 funds tracked by Wall St. Rank hold BSCT as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 2,413,167 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $44.2M as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 329,145 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2024, an estimated $6.03M.
Invesco BulletShares 2029 Corporate Bond ETF made up 1.24% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #18 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2023 and has held it in 5 quarters since.
137 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.