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Invesco Bulletshares 2027 Corporate Bond Etf bulshs 2027 cb shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Invesco Bulletshares 2027 Corporate Bond Etf bulshs 2027 cb (BSCR) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Invesco Bulletshares 2027 Corporate Bond Etf bulshs 2027 cb

Tip: Access up to 7 years of quarterly data

All positions including Invesco Bulletshares 2027 Corporate Bond Etf bulshs 2027 cb held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Bulletshares 2027 Corporate Bond Etf bulshs 2027 cb by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $487k 25k 19.48
2024-09-30 $489k 25k 19.72
2024-06-30 $297k 16k 19.22

More positions owned by Sax Wealth Advisors

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Sax Wealth Advisors

Top funds holding Invesco Bulletshares 2027 Corporate Bond Etf bulshs 2027 cb

Morgan Stanley
Wells Fargo & Company
LPL Financial
Bank of America Corporation
Raymond James Financial
UBS Group
Manchester Financial
Hartland & Co
Hills Bank And Trust Company
Raymond James & Associates
Invesco
Nelson, Van Denburg & Campbell Wealth Management
MAI Wealth Advisors
Royal Bank of Canada
Brookstone Capital Management

View all funds holding Invesco Bulletshares 2027 Corporate Bond Etf bulshs 2027 cb