Financial Gravity Asset Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Financial Gravity Asset Management’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 Q2	–	Sell	-2,228	Closed	-$43.1K	–	1569
2024 Q1	$43.1K	Buy	2,228 +1,228	+123%	+$23.7K	0.01%	411
2023 Q4	$19.5K	Buy	+1,000	New	+$19K	﹤0.01%	695
2023 Q3	–	Sell	-19	Closed	-$5.12K	–	1308
2023 Q2	$5.12K	Buy	+19	New	+$365	0.01%	471

Other funds holding BSCR

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Financial Gravity Asset Management's BSCR Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2024, closing a stake of 2,228 shares — an estimated $43.1K sold.

Financial Gravity Asset Management first reported a position in BSCR in Q2 2023 and held it in 3 quarters. The position peaked at $43.1K in Q1 2024. 271 funds tracked by Wall St. Rank hold BSCR as of Q2 2024.

Financial Gravity Asset Management reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 2,228 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2024, an estimated $43.1K.
Financial Gravity Asset Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2023 and held it in 3 quarters.
Financial Gravity Asset Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $43.1K in Q1 2024.
271 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.