Bradley & Co Private Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Bradley & Co Private Wealth Management’s Portfolio BSCT Stock Details BSCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-7,340	Closed	-$127K	–	174
2022 Q3	$127K	Hold	7,340	–	–	0.15%	46
2022 Q2	$133K	Sell	7,340 -5,108	-41%	-$94.5K	0.15%	54
2022 Q1	$242K	Sell	12,448 -11,053	-47%	-$222K	0.21%	43
2021 Q4	$492K	Buy	23,501 +7,405	+46%	+$155K	0.39%	34
2021 Q3	$340K	Hold	16,096	–	–	0.29%	38
2021 Q2	$342K	Hold	16,096	–	–	0.3%	40
2021 Q1	$333K	Buy	+16,096	New	+$341K	0.31%	42

Other funds holding BSCT

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

MWM

Marietta Wealth Management Marietta, Georgia $841M AUM 21.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bradley & Co Private Wealth Management's BSCT Position: Q4 2022 in Review

Bradley & Co Private Wealth Management sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q4 2022, closing a stake of 7,340 shares — an estimated $127K sold.

Bradley & Co Private Wealth Management first reported a position in BSCT in Q1 2021 and held it in 7 quarters. The position peaked at $492K in Q4 2021. 64 funds tracked by Wall St. Rank hold BSCT as of Q4 2022.

Bradley & Co Private Wealth Management reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 7,340 Invesco BulletShares 2029 Corporate Bond ETF shares in Q4 2022, an estimated $127K.
Bradley & Co Private Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
Bradley & Co Private Wealth Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $492K in Q4 2021.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q4 2022.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.