Bcs Wealth Management Incresed Positions in Q3 2024

Bcs Wealth Management

  • $235 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Invesco Exch Trd Slf Idx Fd
147K
+ 77.8%
N/A
335K $7.24M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
78.2K
+ 16.48%
$19.2 - $19.63 $1.5M - $1.54M
553K $10.8M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
73.6K
+ 44.34%
$19.92 - $20.67 $1.47M - $1.52M
240K $4.93M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
74.6K
+ 31.25%
$19.2 - $19.82 $1.43M - $1.48M
313K $6.18M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
65.7K
+ 12.89%
$20.47 - $20.71 $1.34M - $1.36M
575K $11.9M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
54.3K
+ 38.58%
N/A
195K $4.09M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
61.4K
+ 52.52%
$18.12 - $18.92 $1.11M - $1.16M
178K $3.35M
BSCV
Invesco ETF Self Indexed Fd Tr
66.3K
+ 41.69%
$15.89 - $16.79 $1.05M - $1.11M
225K $3.75M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
12K
+ 8.86%
$48.51 - $52.86 $583K - $636K
148K $7.81M
BSCU
Invesco Exc Self Ind Tr

ETFs
62.9K
+ 49.61%
$16.19 - $17.05 $1.02M - $1.07M
190K $3.22M
NVDA
Nvidia Corp

Technology
8.96K
+ 85.64%
$98.91 - $134.91 $886K - $1.21M
19.4K $2.36M
PJUL
Innovator U.S. Equity Power Bu

ETFs
23.7K
+ 68.4%
$37.89 - $40.48 $897K - $958K
58.3K $2.36M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
15.1K
+ 14.73%
$51.78 - $52.98 $783K - $801K
118K $6.24M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.3K
+ 14.67%
$33.74 - $37.96 $550K - $619K
127K $4.78M
SPYG
Spdr Portfolio

ETFs
6.55K
+ 7.42%
$73.38 - $84.1 $481K - $551K
94.8K $7.86M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
139
+ 0.26%
$95.1 - $106.76 $13.2K - $14.8K
53.6K $5.73M
BJUL
Innovator U.S. Equity Buffer E

ETFs
12.4K
+ 68.74%
$40.26 - $43.68 $500K - $542K
30.5K $1.33M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
13.5K
+ 210.6%
$33.02 - $35.03 $447K - $474K
20K $699K
MINO
Pimco ETF Tr Municipal Income

ETFs
6.44K
+ 8.83%
$45.07 - $46.16 $290K - $297K
79.3K $3.66M
IEMG
Ishares Inc

ETFs
3.2K
+ 11.92%
$53.64 - $53.64 $172K - $172K
30.1K $1.73M
GOOGL
Alphabet Inc.

Communication Services
1.87K
+ 62.92%
$148.65 - $191.18 $278K - $357K
4.84K $802K
JPM
Jpmorgan Chase & CO

Financial Services
1.13K
+ 57.27%
$194.9 - $224.8 $220K - $254K
3.11K $655K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.53K
+ 5.05%
$90.01 - $95.32 $138K - $146K
31.8K $3.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
232
+ 9.66%
$405.19 - $478.57 $94K - $111K
2.63K $1.21M
COST
Costco Wholesale Corp

Consumer Defensive
230
+ 30.87%
$801.83 - $917.05 $184K - $211K
975 $864K
XOM
Exxon Mobil Corp

Energy
1.64K
+ 10.91%
$109.72 - $119.0 $180K - $196K
16.7K $1.96M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
935
+ 10.67%
$178.94 - $207.0 $167K - $194K
9.7K $1.95M
V
Visa Inc.

Financial Services
670
+ 42.03%
$253.74 - $291.56 $170K - $195K
2.26K $623K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
760
+ 1.71%
$53.41 - $57.9 $40.6K - $44K
45.3K $2.62M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.74K
+ 13.15%
$42.22 - $48.62 $116K - $133K
23.6K $1.1M
NFLX
Netflix Inc

Communication Services
219
+ 30.54%
$598.55 - $722.26 $131K - $158K
936 $664K
ABBV
Abb Vie Inc.

Healthcare
92
+ 1.61%
$163.84 - $199.33 $15.1K - $18.3K
5.8K $1.15M
T
At&T Inc.

Communication Services
821
+ 1.7%
$18.21 - $22.28 $15K - $18.3K
49.1K $1.08M
UNH
Unitedhealth Group Inc

Healthcare
108
+ 10.6%
$488.01 - $604.18 $52.7K - $65.3K
1.13K $659K
AVGO
Broadcom Inc.

Technology
2.15K
+ 1317.79%
$136.27 - $1745.86 $293K - $3.75M
2.31K $399K
SPY
Spdr S&P 500 ETF Trust

ETFs
41
+ 1.08%
$517.38 - $573.86 $21.2K - $23.5K
3.83K $2.2M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
4.14K
+ 11.03%
$24.07 - $24.62 $99.7K - $102K
41.7K $1.03M
RTX
Raytheon Technologies Corp

Industrials
174
+ 3.9%
$99.55 - $123.34 $17.3K - $21.5K
4.64K $562K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.48K
+ 6.85%
$33.88 - $36.77 $50.3K - $54.6K
23.1K $844K
META
Meta Platforms, Inc.

Communication Services
45
+ 5.27%
$453.41 - $572.44 $20.4K - $25.8K
899 $515K
BALT
Innovator Etfs Tr
1.62K
+ 4.01%
$29.76 - $30.83 $48.3K - $50K
42.1K $1.3M
MA
Mastercard Inc

Financial Services
80
+ 10.28%
$429.6 - $500.99 $34.4K - $40.1K
858 $424K
IJUL
Innovator Etfs Tr

ETFs
1.62K
+ 6.23%
$27.47 - $29.55 $44.5K - $47.8K
27.6K $811K
FLRN
Spdr Bloomberg Investment Grad

ETFs
2.3K
+ 1.89%
$30.55 - $30.85 $70.1K - $70.8K
124K $3.82M
MOTI
Vaneck Morningstar Internation

ETFs
45
+ 0.25%
$30.71 - $35.45 $1.38K - $1.6K
17.9K $627K
QQQ
Invesco Qqq Trust, Series 1

ETFs
4
+ 0.05%
$434.77 - $502.96 $1.74K - $2.01K
7.29K $3.56M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
303
+ 0.29%
$23.89 - $24.58 $7.24K - $7.45K
103K $2.54M
XLV
Select Sector Spdr Fund Health

ETFs
208
+ 5.37%
$143.3 - $157.24 $29.8K - $32.7K
4.08K $628K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
2.39K
+ 10.55%
$22.94 - $23.16 $54.8K - $55.3K
25K $579K
Activity Summary
Buys All Purchases 79 New Holdings 14 Increased Positions 65 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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