Ledgewood Wealth Advisors Increases BSCR Stake
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 18h ago
0mins
Source: NASDAQ.COM
- Stake Increase: On January 15, 2026, Ledgewood Wealth Advisors, LLC increased its stake in the Invesco BulletShares 2027 Corporate Bond ETF by 204,172 shares, with an estimated transaction value of $4.03 million based on the fourth quarter's average closing price, indicating a sustained interest in fixed-income investments.
- Quarter-End Value Growth: The fund's quarter-end position value rose by $4.04 million, reflecting both share purchases and bond ETF price movements, demonstrating strong market demand for investment-grade corporate bonds.
- Asset Allocation Adjustment: This transaction accounted for 2.3% of the fund's $173.6 million in reportable assets under management as of December 31, 2025, highlighting its strategic positioning in fixed income, particularly amid expectations of declining interest rates.
- Yield Attractiveness: High-quality investment-grade bonds yielding over 4% will become increasingly attractive if interest rates fall in 2026, potentially prompting a rotation of funds from stocks to bonds, thereby boosting demand for this ETF.
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Analyst Views on PFS
Wall Street analysts forecast PFS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for PFS is 22.00 USD with a low forecast of 22.00 USD and a high forecast of 22.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 22.220
Low
22.00
Averages
22.00
High
22.00
Current: 22.220
Low
22.00
Averages
22.00
High
22.00
About PFS
Provident Financial Services, Inc. is the holding company for Provident Bank (the Bank). The Bank is a New Jersey-chartered capital stock savings bank operating full-service branch offices throughout New Jersey, Bucks, Lehigh and Northampton counties in Pennsylvania, as well as Orange, Queens and Nassau Counties in New York. The Bank attracts deposits from the general public and businesses primarily in the areas surrounding its banking offices and uses those funds, together with funds generated from operations and borrowings, to originate commercial real estate loans, commercial business loans, residential mortgage loans, and consumer loans. The Bank invests in mortgage-backed securities and other permissible investments. The Bank also provides fiduciary and wealth management services through its wholly owned subsidiary, Beacon Trust Company, and insurance services through its wholly owned subsidiary, Provident Protection Plus, Inc. The Bank has approximately 140 branches.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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