Cerity Partners
BSCR icon

Cerity Partners’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Cerity Partners’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
2024
Q3 		– Sell
-12,099
Closed -$233K – 2544
2024
Q2 		$233K Buy
+12,099
New +$232K ﹤0.01% 1957

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MF
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UBS Group
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CA
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HBT
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Cerity Partners's BSCR Position: Q3 2024 in Review

Cerity Partners sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q3 2024, closing a stake of 12,099 shares — an estimated $233K sold.

Cerity Partners first reported a position in BSCR in Q2 2024 and held it in 1 quarter. The position peaked at $233K in Q2 2024. 292 funds tracked by Wall St. Rank hold BSCR as of Q3 2024.

  • Cerity Partners reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Cerity Partners sold 12,099 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2024, an estimated $233K.
  • Cerity Partners first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Cerity Partners's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $233K in Q2 2024.
  • 292 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2024.

Based on Cerity Partners's 13F filing for Q3 2024, filed 12 Nov 2024.