Heartwood Wealth Advisors »

Guggenheim Bulletshrs 2025 Corp Bd Etf shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Guggenheim Bulletshrs 2025 Corp Bd Etf (BSCP) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Guggenheim Bulletshrs 2025 Corp Bd Etf

Tip: Access up to 7 years of quarterly data

All positions including Guggenheim Bulletshrs 2025 Corp Bd Etf held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Guggenheim Bulletshrs 2025 Corp Bd Etf by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.0M 342k 20.46
2022-03-31 $3.4M 161k 20.91
2020-06-30 $24k 24k 1.00

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Heartwood Wealth Advisors

Top funds holding Guggenheim Bulletshrs 2025 Corp Bd Etf

Lido Advisors
Bank of America Corporation
Wells Fargo & Company
UBS Group
Motley Fool Wealth Management
Raymond James Financial Services Advisors
Brookstone Capital Management
Jane Street
SNS Financial
Commonwealth Equity Services
Asset Dedication
Raymond James & Associates
Eastern Bank
Stifel Financial
Royal Bank of Canada

View all funds holding Guggenheim Bulletshrs 2025 Corp Bd Etf