ETFs

Arkadios Wealth Advisors Invests in Invesco BulletShares 2029 Corporate Bond ETF

Published January 23, 2025

Arkadios Wealth Advisors has recently acquired a new stake in the Invesco BulletShares 2029 Corporate Bond ETF (NASDAQ:BSCT) during the fourth quarter, as indicated by the firm's latest filing with the Securities and Exchange Commission. The investment firm purchased 23,939 shares, with a total valuation of approximately $439,000.

This acquisition is part of a larger trend, as several institutional investors and hedge funds have also recently adjusted their positions in BSCT. For instance, Loring Wolcott & Coolidge Fiduciary Advisors LLP MA established a new position in BSCT during the third quarter valued at around $26,000. Similarly, FMR LLC acquired a stake worth approximately $38,000 in the same quarter. AdvisorNet Financial Inc added approximately $54,000 worth of BSCT shares in the fourth quarter. Moreover, Everpar Advisors LLC and Creative Planning made substantial investments in the third quarter, estimated at $194,000 and $204,000, respectively.

Recent Market Performance of Invesco BulletShares 2029 Corporate Bond ETF

On January 23, 2025, Invesco BulletShares 2029 Corporate Bond ETF shares opened at $18.28. The stock has shown fluctuations, with a fifty-day simple moving average at $18.39 and a 200-day simple moving average at $18.53. Over the past twelve months, the ETF has reached a low of $17.84 and a high of $18.96.

Dividend Announcement from Invesco BulletShares 2029 Corporate Bond ETF

Invesco BulletShares has also declared a dividend of $0.068, which will be distributed to shareholders on January 24. This dividend applies to all shareholders on record as of January 21, with the ex-dividend date being the same day.

Overview of Invesco BulletShares 2029 Corporate Bond ETF

(Free Report) The Invesco BulletShares 2029 Corporate Bond ETF (BSCT) is an exchange-traded fund primarily focused on investment-grade fixed income. It tracks a market-value-weighted index of USD-denominated corporate investment-grade bonds, specifically targeting bonds with effective maturities in 2029. The ETF was launched on September 12, 2019, and is managed by Invesco.

Further Information

For those interested in the current holdings and strategies of hedge funds regarding BSCT, various platforms offer insights into the latest 13F filings and insider trades.

investment, ETF, finance