Bradley & Co Private Wealth Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-13,590	Closed	-$242K	–	185
2022 Q1	$242K	Buy	13,590 +10,158	+296%	+$187K	0.21%	44
2021 Q4	$66K	Sell	3,432 -13,950	-80%	-$271K	0.05%	81
2021 Q3	$339K	Hold	17,382	–	–	0.29%	39
2021 Q2	$341K	Hold	17,382	–	–	0.3%	41
2021 Q1	$331K	Buy	+17,382	New	+$341K	0.31%	43

Other funds holding BSCU

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

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

Bradley & Co Private Wealth Management sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q2 2022, closing a stake of 13,590 shares — an estimated $242K sold.

Bradley & Co Private Wealth Management first reported a position in BSCU in Q1 2021 and held it in 5 quarters. The position peaked at $341K in Q2 2021. 28 funds tracked by Wall St. Rank hold BSCU as of Q2 2022.

Bradley & Co Private Wealth Management reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 13,590 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2022, an estimated $242K.
Bradley & Co Private Wealth Management first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2021 and held it in 5 quarters.
Bradley & Co Private Wealth Management's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $341K in Q2 2021.
28 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2022.

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