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Financial Gravity Asset Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Financial Gravity Asset Management’s Portfolio BSCS Stock Details BSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-218
Closed -$4.38K – 1570
2024
Q1 		$4.38K Buy
+218
New +$4.38K ﹤0.01% 890

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Financial Gravity Asset Management sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q2 2024, closing a stake of 218 shares — an estimated $4.38K sold.

Financial Gravity Asset Management first reported a position in BSCS in Q1 2024 and held it in 1 quarter. The position peaked at $4.38K in Q1 2024. 239 funds tracked by Wall St. Rank hold BSCS as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 218 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2024, an estimated $4.38K.
  • Financial Gravity Asset Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Financial Gravity Asset Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $4.38K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2024.

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