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Wilbanks Smith & Thomas Asset Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio BSCU Stock Details BSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$38.7M Buy
2,358,486
+941,535
+66% +$15.4M 1.08% 22
2023
Q4 		$23.6M Buy
1,416,951
+1,389,853
+5,129% +$22.1M 0.72% 26
2023
Q3 		$422K Hold
27,098
– – 0.01% 338
2023
Q2 		$439K Buy
+27,098
New +$443K 0.01% 344

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 66% in Q1 2024, buying an estimated $15.4M and bringing the position to 2,358,486 shares worth $38.7M. The position accounts for 1.08% of the portfolio, ranked #22.

Wilbanks Smith & Thomas Asset Management first reported a position in BSCU in Q2 2023 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold BSCU as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 2,358,486 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $38.7M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 941,535 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2024, an estimated $15.4M.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 1.08% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #22 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2023 and has held it in 4 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2024.

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