Gradient Capital Advisors’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Gradient Capital Advisors’s Portfolio BSCV Stock Details BSCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-25,252	Closed	-$385K	–	144
2023 Q3	$385K	Hold	25,252	–	–	0.16%	96
2023 Q2	$403K	Hold	25,252	–	–	0.16%	95
2023 Q1	$410K	Hold	25,252	–	–	0.17%	91
2022 Q4	$398K	Buy	+25,252	New	+$396K	0.18%	89

Other funds holding BSCV

Morgan Stanley New York $1.66T AUM 25.57% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MFWM

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

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

AUB

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

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Gradient Capital Advisors sold out of Invesco BulletShares 2031 Corporate Bond ETF (BSCV) in Q4 2023, closing a stake of 25,252 shares — an estimated $385K sold.

Gradient Capital Advisors first reported a position in BSCV in Q4 2022 and held it in 4 quarters. The position peaked at $410K in Q1 2023. 71 funds tracked by Wall St. Rank hold BSCV as of Q4 2023.

Gradient Capital Advisors reported no remaining Invesco BulletShares 2031 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Gradient Capital Advisors sold 25,252 Invesco BulletShares 2031 Corporate Bond ETF shares in Q4 2023, an estimated $385K.
Gradient Capital Advisors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
Gradient Capital Advisors's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $410K in Q1 2023.
71 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q4 2023.

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