Ledgewood Wealth Advisors Increases Position in Invesco BulletShares 2027 ETF
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 18h ago
0mins
Source: Fool
- Increased Holdings: On January 15, 2026, Ledgewood Wealth Advisors disclosed an increase of 204,172 shares in the Invesco BulletShares 2027 Corporate Bond ETF, with an estimated transaction value of $4.03 million, reflecting confidence in the ETF's market outlook.
- Stake Proportion Rise: This purchase raised Ledgewood's stake in BSCR to 5.8% of its 13F AUM, indicating a strategic positioning in fixed-income investments, particularly amid expectations of declining interest rates.
- Fund Performance: As of January 15, 2026, BSCR shares were priced at $19.75, delivering a total return of 5.7% over the past year, although trailing the S&P 500 by 12.5 percentage points, suggesting a need for attention to the ETF's relative performance in the current market.
- Investment Strategy: The ETF targets investment-grade corporate bonds maturing in 2027, providing defined maturity exposure and predictable income, appealing to institutional and individual investors seeking high yields as interest rates are anticipated to decline.
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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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PROVIDENT FINANCIAL SERVICES REPORTS Q4 EPS OF USD 0.64
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