Cerity Partners
BSCU icon

Cerity Partners’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Cerity Partners’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
2024
Q3 		– Sell
-24,417
Closed -$397K – 2547
2024
Q2 		$397K Buy
+24,417
New +$395K ﹤0.01% 1660

Other funds holding BSCU

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Cerity Partners's BSCU Position: Q3 2024 in Review

Cerity Partners sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q3 2024, closing a stake of 24,417 shares — an estimated $397K sold.

Cerity Partners first reported a position in BSCU in Q2 2024 and held it in 1 quarter. The position peaked at $397K in Q2 2024. 162 funds tracked by Wall St. Rank hold BSCU as of Q3 2024.

  • Cerity Partners reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Cerity Partners sold 24,417 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2024, an estimated $397K.
  • Cerity Partners first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Cerity Partners's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $397K in Q2 2024.
  • 162 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2024.

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