GI
BSCE

Gradient Investments’s Invesco BulletShares 2023 USD Emerging Markets Debt ETF BSCE Stock Holding History

Gradient Investments’s Portfolio BSCE Stock Details BSCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,171
Closed -$50.5K – 1670
2022
Q4 		$50.5K Sell
2,171
-241,538
-99% -$5.61M ﹤0.01% 501
2022
Q3 		$5.64M Sell
243,709
-44,093
-15% -$1.02M 0.17% 133
2022
Q2 		$6.68M Sell
287,802
-556,232
-66% -$13M 0.2% 125
2022
Q1 		$19.9M Buy
844,034
+34,840
+4% +$866K 0.51% 43
2021
Q4 		$20.9M Buy
809,194
+11,429
+1% +$297K 0.53% 39
2021
Q3 		$20.8M Buy
797,765
+59,718
+8% +$1.56M 0.58% 33
2021
Q2 		$19.3M Buy
738,047
+2,449
+0.3% +$64.1K 0.57% 34
2021
Q1 		$19.3M Buy
+735,598
New +$19.4M 0.63% 30

Other funds holding BSCE

AWM
Ameliora Wealth Management Zurich, Switzerland $314M AUM 19.44% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
NSG
Nalls Sherbakoff Group Knoxville, Tennessee $139M AUM 21.16% 1-Year Est. Return

Gradient Investments's BSCE Position: Q1 2023 in Review

Gradient Investments sold out of Invesco BulletShares 2023 USD Emerging Markets Debt ETF (BSCE) in Q1 2023, closing a stake of 2,171 shares — an estimated $50.5K sold.

Gradient Investments first reported a position in BSCE in Q1 2021 and held it in 8 quarters. The position peaked at $20.9M in Q4 2021. 4 funds tracked by Wall St. Rank hold BSCE as of Q1 2023.

  • Gradient Investments reported no remaining Invesco BulletShares 2023 USD Emerging Markets Debt ETF position as of Q1 2023 after selling out during the quarter.
  • Gradient Investments sold 2,171 Invesco BulletShares 2023 USD Emerging Markets Debt ETF shares in Q1 2023, an estimated $50.5K.
  • Gradient Investments first reported a position in Invesco BulletShares 2023 USD Emerging Markets Debt ETF in Q1 2021 and held it in 8 quarters.
  • Gradient Investments's Invesco BulletShares 2023 USD Emerging Markets Debt ETF position peaked at $20.9M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2023 USD Emerging Markets Debt ETF as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.