Gradient Capital Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Gradient Capital Advisors’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
2023 Q4	–	Sell	-12,500	Closed	-$195K	–	143
2023 Q3	$195K	Hold	12,500	–	–	0.08%	134
2023 Q2	$203K	Hold	12,500	–	–	0.08%	137
2023 Q1	$206K	Hold	12,500	–	–	0.09%	134
2022 Q4	$200K	Buy	+12,500	New	+$198K	0.09%	131

Other funds holding BSCU

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

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

Gradient Capital Advisors's BSCU Position: Q4 2023 in Review

Gradient Capital Advisors sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q4 2023, closing a stake of 12,500 shares — an estimated $195K sold.

Gradient Capital Advisors first reported a position in BSCU in Q4 2022 and held it in 4 quarters. The position peaked at $206K in Q1 2023. 101 funds tracked by Wall St. Rank hold BSCU as of Q4 2023.

Gradient Capital Advisors reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Gradient Capital Advisors sold 12,500 Invesco BulletShares 2030 Corporate Bond ETF shares in Q4 2023, an estimated $195K.
Gradient Capital Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
Gradient Capital Advisors's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $206K in Q1 2023.
101 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q4 2023.

Based on Gradient Capital Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.