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Bradley & Co Private Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Bradley & Co Private Wealth Management’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11,850
Closed -$230K – 179
2022
Q2 		$230K Buy
+11,850
New +$232K 0.25% 40

Other funds holding BSCR

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Bradley & Co Private Wealth Management's BSCR Position: Q3 2022 in Review

Bradley & Co Private Wealth Management sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q3 2022, closing a stake of 11,850 shares — an estimated $230K sold.

Bradley & Co Private Wealth Management first reported a position in BSCR in Q2 2022 and held it in 1 quarter. The position peaked at $230K in Q2 2022. 123 funds tracked by Wall St. Rank hold BSCR as of Q3 2022.

  • Bradley & Co Private Wealth Management reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 11,850 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2022, an estimated $230K.
  • Bradley & Co Private Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Bradley & Co Private Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $230K in Q2 2022.
  • 123 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2022.

Based on Bradley & Co Private Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.