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Bradley & Co Private Wealth Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Bradley & Co Private Wealth Management’s Portfolio BSCS Stock Details BSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,420
Closed -$241K – 184
2022
Q1 		$241K Buy
11,420
+8,929
+358% +$195K 0.21% 45
2021
Q4 		$57K Buy
+2,491
New +$56.7K 0.05% 84

Other funds holding BSCS

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bradley & Co Private Wealth Management's BSCS Position: Q2 2022 in Review

Bradley & Co Private Wealth Management sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q2 2022, closing a stake of 11,420 shares — an estimated $241K sold.

Bradley & Co Private Wealth Management first reported a position in BSCS in Q4 2021 and held it in 2 quarters. The position peaked at $241K in Q1 2022. 66 funds tracked by Wall St. Rank hold BSCS as of Q2 2022.

  • Bradley & Co Private Wealth Management reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 11,420 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2022, an estimated $241K.
  • Bradley & Co Private Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Bradley & Co Private Wealth Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $241K in Q1 2022.
  • 66 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2022.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.