Bcs Wealth Management Reduced Holdings in Q1 2025

Bcs Wealth Management

  • $389 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BAUG
Innovator U.S. Equity Buffer E
-1.99K
- 11.8%
N/A
14.9K $631K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-7.48K
- 29.85%
$11.22 - $11.8 $83.9K - $88.3K
17.6K $197K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-3.26K
- 11.88%
$28.55 - $29.09 $92.9K - $94.7K
24.1K $697K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.26K
- 1.0%
$51.26 - $52.53 $64.8K - $66.4K
126K $6.47M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-3.43K
- 21.39%
$25.98 - $28.59 $89.1K - $98K
12.6K $346K
UNP
Union Pacific Corp

Industrials
-449
- 16.23%
$225.21 - $254.42 $101K - $114K
2.32K $548K
PFE
Pfizer Inc

Healthcare
-935
- 2.05%
$25.01 - $27.13 $23.4K - $25.4K
44.8K $1.14M
Innovator Etfs Trust
-809
- 2.63%
N/A
30K $1.26M
PG
Procter & Gamble CO

Consumer Defensive
-610
- 5.45%
$158.56 - $176.26 $96.7K - $108K
10.6K $1.81M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-1.82K
- 9.98%
$35.29 - $36.56 $64.3K - $66.6K
16.4K $588K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-158
- 2.26%
$120.29 - $134.6 $19K - $21.3K
6.82K $832K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.08K
- 15.17%
$87.68 - $94.52 $94.5K - $102K
6.03K $565K
CORP
Pimco Investment Grade Corp Bd

ETFs
-673
- 22.9%
$93.89 - $97.32 $63.2K - $65.5K
2.27K $219K
NJUL
Innovator Growth 100 Power Buf

Technology
-708
- 12.21%
$59.98 - $64.86 $42.5K - $45.9K
5.09K $306K
FDX
Fedex Corp

Industrials
-70
- 6.68%
$230.33 - $281.53 $16.1K - $19.7K
978 $238K
KJUL
Innovator U.S. Small Cap Power

Technology
-1.51K
- 17.02%
$27.83 - $30.18 $42.1K - $45.6K
7.37K $206K
LMT
Lockheed Martin Corp

Industrials
-1
- 0.07%
$423.19 - $506.29 $423 - $506
1.36K $606K
BSX
Boston Scientific Corp

Healthcare
-1.01K
- 23.31%
$89.38 - $106.18 $90.5K - $108K
3.33K $336K
IJAN
Innovator Etfs Tr Intl Dev Pwr
-2.14K
- 19.87%
N/A
8.64K $276K
IJUL
Innovator Etfs Tr

ETFs
-2.96K
- 11.08%
$27.58 - $29.96 $81.6K - $88.6K
23.7K $691K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.06K
- 7.57%
$25.81 - $28.52 $79K - $87.3K
37.3K $1.03M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.63K
- 9.22%
$25.12 - $26.05 $41K - $42.6K
16.1K $406K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-391
- 12.0%
$126.11 - $135.06 $49.3K - $52.8K
2.87K $370K
IOCT
Innovator Etfs Tr Intl Dev Pow
-2.12K
- 13.95%
N/A
13.1K $400K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-8.11K
- 2.84%
$27.01 - $28.54 $219K - $231K
277K $7.75M
PID
Invesco Exchange Traded Fd Tr

ETFs
-3.59K
- 11.19%
N/A
28.5K $544K
IVW
Ishares S&P 500 Growth ETF

ETFs
-7
- 0.16%
$92.45 - $106.69 $647 - $747
4.39K $407K
MOTI
Vaneck Morningstar Internation

ETFs
-2.44K
- 17.39%
$29.35 - $35.37 $71.5K - $86.1K
11.6K $385K
KOCT
Innovator Laddered Fund Of U.S
-664
- 4.72%
N/A
13.4K $392K
LOW
Lowes Companies Inc

Consumer Cyclical
-41
- 2.12%
$222.66 - $268.42 $9.13K - $11K
1.89K $440K
MCD
Mcdonalds Corp

Consumer Cyclical
-271
- 12.19%
$279.74 - $321.29 $75.8K - $87.1K
1.95K $610K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-100
- 4.61%
$102.49 - $119.96 $10.2K - $12K
2.07K $217K
IAPR
Innovator Etfs Tr Internationa

ETFs
-2.02K
- 7.07%
$26.66 - $28.64 $53.9K - $57.9K
26.6K $732K
VIG
Vanguard Dividend Appreciation

ETFs
-134
- 4.64%
N/A
2.75K $534K
BJUN
Innovator U.S. Equity Buffer E

ETFs
-121
- 0.51%
N/A
23.5K $952K
BSCU
Invesco Exc Self Ind Tr

ETFs
-5.03K
- 2.0%
$16.2 - $16.64 $81.5K - $83.7K
247K $4.09M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-595
- 3.81%
$47.33 - $47.92 $28.2K - $28.5K
15K $714K
BOCT
Innovator U.S. Equity Buffer E

ETFs
-235
- 1.87%
$41.53 - $44.57 $9.76K - $10.5K
12.3K $518K
META
Meta Platforms, Inc.

Communication Services
-27
- 3.07%
$576.36 - $736.67 $15.6K - $19.9K
852 $491K
NOCT
Innovator Growth 100 Power Buf

ETFs
-300
- 6.73%
$49.54 - $52.84 $14.9K - $15.9K
4.16K $207K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-967
- 5.2%
$39.18 - $43.52 $37.9K - $42.1K
17.6K $737K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-901
- 9.83%
$24.05 - $24.86 $21.7K - $22.4K
8.26K $205K
FSK
Fs Kkr Capital Corp

Financial Services
-358
- 2.66%
$20.47 - $24.06 $7.33K - $8.61K
13.1K $274K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.52K
- 4.11%
$20.2 - $22.24 $30.6K - $33.7K
35.4K $762K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-12
- 0.65%
$168.16 - $186.21 $2.02K - $2.23K
1.83K $312K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1K
- 3.6%
$42.5 - $46.71 $42.6K - $46.9K
26.9K $1.22M
XOM
Exxon Mobil Corp

Energy
-1.62K
- 9.71%
$105.44 - $118.93 $171K - $193K
15.1K $1.79M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-795
- 1.97%
$22.46 - $23.26 $17.9K - $18.5K
39.6K $917K
EFG
Msci Eafe Growth ETF

ETFs
-29
- 1.36%
$96.1 - $106.37 $2.79K - $3.08K
2.1K $210K
Activity Summary
Buys All Purchases 79 New Holdings 8 Increased Positions 71 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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