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WJ Wealth Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

WJ Wealth 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
2024
Q4 		– Sell
-320,915
Closed -$6.6M – 75
2024
Q3 		$6.6M Buy
320,915
+77,709
+32% +$1.58M 2.32% 15
2024
Q2 		$4.85M Buy
243,206
+481
+0.2% +$9.58K 1.76% 17
2024
Q1 		$4.87M Buy
+242,725
New +$4.88M 1.94% 16

Other funds holding BSCS

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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WJ Wealth Management's BSCS Position: Q4 2024 in Review

WJ Wealth Management sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q4 2024, closing a stake of 320,915 shares — an estimated $6.6M sold.

WJ Wealth Management first reported a position in BSCS in Q1 2024 and held it in 3 quarters. The position peaked at $6.6M in Q3 2024. 305 funds tracked by Wall St. Rank hold BSCS as of Q4 2024.

  • WJ Wealth Management reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • WJ Wealth Management sold 320,915 Invesco BulletShares 2028 Corporate Bond ETF shares in Q4 2024, an estimated $6.6M.
  • WJ Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
  • WJ Wealth Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $6.6M in Q3 2024.
  • 305 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q4 2024.

Based on WJ Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.